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) - 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 any changes with location/rotation on a registration then you need to save the changes before the window closes. The save button can be found to the right of the "+ sign". You will be notified if there are unsaved changes when you leave the drawing window.
NOTE! If you make any changes with position / rotation on a registration, you must press the save button before continuing the work. The Save button can be found to the right of the "+ sign". This must be done so that you, the user, get a correct picture of the position on the registration. You will be notified if there are unsaved changes when you leave the drawing window, but it is important that you save continuously when you change position on a registration.
Look further down the page for an overview of the different functionalities we have in the drawing window.
Registration through "Issues and Checklists" - tab
- 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".
- Choose the type of registration you want.
- In the list view, select which drawings you want to associate the registration with.
- Follow workflows for each registration type (can vary whether it's a simple registration or checklist)
- Press (hold mouse button) on the symbol and move to the desired position on drawing.
- To fill out the registration in more detail. 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. Remember to save before the window closes.
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.
- Question mark - Gives you an overview of which aids you can use in the solution.
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