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Annotations Page Overview

Tom Rauscher
  • Updated

The Annotations page has two modes:

  • View: Access view-only tools.
  • Edit: Access both view and edit tools.
Note: Your view is based on your user permissions.

You can add asset stamps, adjust the stamp size, switch between drawings, and perform other actions. You can also filter asset types by:

  • System
  • Subsystem
  • Asset type
Note: This shows any custom asset type names.

To view a drawing:

Note: For users with the View Drawing or View Markup Drawing permission.
  1. Click Drawings. The Manage Drawings page appears.
  2. Click the desired drawing, then click View Drawing. The drawing appears.

To work with a drawing:

Note: For users with the Add Drawing, Edit Drawing Properties, Delete Drawing, and Edit Markup Drawing permissions.
  1. Click Drawings. The Manage Drawings page appears.
  2. Click the desired drawing, then click Edit/Markup. The drawing appears.

  3. On the left sidebar, click the Asset Stamp tab.

  4. Do any of the following:

    To...Then...
    Adjust the default stamp size

    Use the blue bar to increase or decrease the default stamp size.

    Note: You can also adjust an individually-placed stamp by clicking on it, then dragging the blue dots.
    Hold an asset typeTo keep the same asset type stamp selected, select the checkbox.
    Hold a spaceTo keep the same space record selected, select the checkbox.
    Filter assets

    a. Click . A pop-up appears.

    Note: Any filtering here is for the asset types on the sidebar and does not filter your drawing.

    b. Do one of the following:

    • Select a System and Subsytem.
    • Select an Asset Type.
    • Enter an asset's Name.

    c. Click Apply.

  5. To switch to a new drawing, on the sidebar, do the following: 
    a. Click the Drawing tab.

        

    b.  Select the desired Campus, Building, Floor, and Drawing. The new drawing appears.

View Options

On the View tab, you can use the following tools:

Note: To see all options, you may need to collapse the sidebar by clicking .

ToolIconDescription
Zoom
Adjust the size of the view.
Pan
Move a drawing.
Select
Click and drag a selected area to highlight multiple asset stamps, or make manual edits.
Filter

Filter the drawing via system, subsystem, and/or asset type. Only the selected assets will appear.

Note: These fields are dependent on each other. Once a system has been selected, only the subsystems and asset types associated with it will appear.
Search bar
Search for specific asset stamps by searchable text.
Comments
View any comments.
Menu

See the following additional options:

• Download

Note: This prints a PDF of the drawing. If any filters are selected, they apply to the PDF.

• Save As
• Print
• Settings

Sidebar
View or collapse the sidebar.
Controls

 

See the following additional options:

  • Page transition
  • Page orientation
  • Page layout
  • Full screen

Edit Options

On the Edit tab, you can use all the tools on the View tab, plus the following:

ToolIconLets you...
Define Space (Space Polygon)

 

Draw lines around any area on the drawing to identify a space, and link it to a space record.
 

Note: You can only link a space area to an existing space record.

a. Click .
b. Outline the area you want.

Note: Left-click to create corners.

When the area is enclosed, a pop up appears.

c. Fill in the form.

d. Click Save.

Note: After the space is linked, anytime you place a new asset stamp in this area, the asset form space field is pre-populated.
Text
Click and drag to create a text box.
Draw
Draw or write freehand.
Shapes
Apply the selected shape.
Callout
a. Click two points to create a line.
b. Attach a comment to the line.
Comment
Add a comment to any area.
Delete
Delete selected annotations.

Actions drop-down options

Under Actions, do any of the following:

Note: Options vary based on your permissions.
Select Actions >To...
Back to HomepageReturn to the Drawings homepage.
Add SpaceAdd a space to a drawing while surveying. In the pop-up, do the following:
a. Enter a Space Name.
b. Select the Floors.
c. Click Save.
Auto Place AssetsIf an asset on the drawing is not placed within its defined space polygon, this moves it there.
Mass update Assets

a.  Do one of the following:

      • Click , and select the area you want.
      • Hold CTRL, and click on an asset.
b.  Select Actions > Mass Update.
c.  Next to each field you want, select the checkbox.
d.  Update the selected fields.
e.  Click Next. A confirmation appears.
f.  Click Go! A confirmation appears.
h.  Click OK.
 

Lock Annotations

Annotations are unlocked by default. To lock annotations, select Actions > Lock Annotations. A locked icon () appears next to the drawing name at the top of the page.

Notes: 

• You cannot create a new space polygon or open existing space polygons when annotations are locked.

• To unlock annotations, select Actions > Unlock Annotations. An unlocked icon () appears at the top of the page next to the drawing name.

 

Create PM

Note: This is a shortcut to open Preventative Maintenance page in Work Orders.

a.  Do one of the following:

   • Click , and select the area you want.
   • Hold CTRL, and click on an asset.
b.  Select Actions > Create PM.  Work Orders opens.
c.  Complete the PM in Work Orders.

Create WO

Note: This is a shortcut to open Work Orders.

 

a.  Do one of the following:

   • Click , and select the area you want.
   • Hold CTRL, and click on an asset.
b.  Select Actions > Create WO.  Work Orders opens.
c.  Complete the PM in Work Orders.

Resize AnnotationsChange the size of annotations:
a.  Use the slider to increase or decrease the annotation size.
b.  Click Apply.
Generate QR Code

a.  Do one of the following:

   • Click , and select the area you want.
   • Hold CTRL, and click on an asset.
b.  Select Actions > Generate QR Code.

A PDF appears on a new tab.

Note: You will need to allow pop-ups on your browser.
Send Drawings to BindersSelect Actions > Send Drawing to Binders. Your drawing now appears in .
Archive DrawingSelect Actions > Archive Drawing. Your drawing now appears in Archives.

Show Grid Overlay

Note: You must enable this when you add the drawing.
Select Actions > Show Grid Overlay. The grid appears on your drawing.

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