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.
- Click Drawings. The Manage Drawings page appears.
- 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.
- Click Drawings. The Manage Drawings page appears.
- Click the desired drawing, then click Edit/Markup. The drawing appears.
On the left sidebar, click the Asset Stamp tab.
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 type To keep the same asset type stamp selected, select the checkbox. Hold a space To 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.
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 .
| Tool | Icon | Description |
|---|---|---|
| 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 | |
| Sidebar | View or collapse the sidebar. | |
| Controls |
| See the following additional options:
|
Edit Options
On the Edit tab, you can use all the tools on the View tab, plus the following:
| Tool | Icon | Lets you... |
|---|---|---|
| Define Space (Space Polygon) |
| Draw lines around any area on the drawing to identify a space, and link it to a space record. a. Click 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 Homepage | Return to the Drawings homepage. | |
| Add Space | Add 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 Assets | If 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 | |
| Lock Annotations | Annotations are unlocked by default. To lock annotations, select Actions > Lock Annotations. A locked icon (
| |
Create PM
| a. Do one of the following: • Click | |
Create WO
| a. Do one of the following: • Click | |
| Resize Annotations | Change 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 A PDF appears on a new tab.
| |
| Send Drawings to Binders | Select Actions > Send Drawing to Binders. Your drawing now appears in . | |
| Archive Drawing | Select Actions > Archive Drawing. Your drawing now appears in Archives. | |
Show Grid Overlay
| Select Actions > Show Grid Overlay. The grid appears on your drawing. |
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