Registration creation at WEB can be done in 2 different places. From the "Drawing folder" or from the "Issue and checklists" tab. This user guide will take you through the different ways.
Note! In order to create registrations on the web, the user need access to this feature.
Contact support or consulting to set this up for your projects.
Note 2! All types of registration can be created on the web solution except for those associated with customer information or addons. This applies, for example, to the modules final inspection, preliminary inspection, handover, 1st annual inspection and addons. These can be seen in the drawing on the web, but must be created/edited in the APP.
Registration through the drawing folder
- Log in to IX Field WEB.
- Select Project. (Users who only have access to one project can disregard this step)
- Select the folder (subproject) that contains the correct drawing.
- Find the drawing in the list view on which you want to place a recorder.
- Under the column actions you will see an "eye - symbol". Click on the symbol to open the drawing.
(The user will now have the drawing displayed in a separate window) -
Option 1: At the top right, you will see a "+ sign". It symbolizes that you want to register something in the drawing. Tap the "+ sign". Move the mouse pointer to the desired location on the drawing. Left-clicking with the mouse confirms the location.
Option 2: Instead of pressing "+ sign" in the upper right corner of the screen, you can immediately move the mouse pointer to the desired location and press the right mouse key at the desired position. Then "+ sign" will appear on the screen. Tap "+ sign". - Choose the type of registration you want.
- Follow workflows for each registration type (can vary whether it's a simple signup or checklist).
- To fill out the registration in more detail. Return to the registration and double-click with the left mouse pointer or press the edit button (pencil).
- Click "save" to confirm the changes made to the registration.
- If you have finished making registrations, the drawing window can be closed with the "x - button" in the upper right corner.
NOTE! If you make a change of location / rotation on a registration, the new location / rotation must be saved. This can be done in the following way:
- There is a save button to the right of the "+ sign". As a user, you will be notified if there are unsaved changes when you want to leave the drawing window, so it is important that you save continuously when changing position.
- Access the registration on which you have made a placement or rotation change. By double-clicking on the registration or entering via the edit button (pencil), the new position will then be automatically saved.
Look further down the page for an overview of the different functionalities we have in the drawing window.
Registration through the listview
- Log in to IX Field WEB.
- Select Project. (Users who only have access to one project can disregard this step)
- Select the folder (subproject).
- Go to the Issues and Checklist tab.
- To the left of the search bar you will see a "+ sign". It symbolizes that you want to register something in the drawing. Click the "+ sign".
- Here you get an overview of which registrations can be created with or without drawing location.
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Follow the workflow for each individual registration type (may vary if it is a simple registration or checklist, with or without drawing placement)
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With drawing location:
- Select the drawing you want to place registrations on.
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Option 1: At the top right, you will see a "+ sign". It symbolizes that you want to register something in the drawing. Tap the "+ sign". Move the mouse pointer to the desired location on the drawing. Left-clicking with the mouse confirms the location.
Option 2: Instead of pressing "+ sign" in the upper right corner of the screen, you can immediately move the mouse pointer to the desired location and press the right mouse key at the desired position. Then "+ sign" will appear on the screen. Tap "+ sign". - Choose the type of registration you want.
- Follow workflows for each registration type (can vary whether it's a simple signup or checklist).
- To fill out the registration in more detail. Return to the registration and double-click with the left mouse pointer or press the edit button (pencil).
- Click "save" to confirm the changes made to the registration.
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Without drawing location:
- Select the desired registration type.
- Follow the workflow for each individual registration type (may vary if it is a simple registration or checklist)
- Find back to the registration in the list view to add / change content in the registration.
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With drawing location:
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Drawing window functionality
Menu - Top left
- Download drawing - Instantly download the PDF to your computer.
- Save as - Save a PDF with the registrations indicated on the drawing.
- Print - Print the PDF with the registrations indicated on the drawing.
Menu - Center of window
- Zoom - the ability to decide so that the drawing window best fits the drawing.
- Pan - (Palm) Using "pan" you can easily move around the drawing.
- Mark multiple registrations – The feature allows you to select multiple elements on your drawing.
Menu - Top right
- Magnifying Glass - Shows you what registrations have been made and their location. You can also search for specific registrations.
- Full Screen - Enables you to view the drawing in full screen.
- + Button - The button used to create registrations on the drawing.
- Save - Used to save changes to registrations. In particular, position or rotational changes.
- Reload the page - Reloads the page to get latest updates.
- Update location information - Used if changes have been made with polygon info.
- Question mark - Gives you an overview of which aids you can use in the solution.
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