Creating an Entry

• As a user you can add a new entry. The process starts by clicking on .
• The next steps are:
  1. Select which contract/process it belongs to. Click on .
  2. Fill in the remaining information in the fields (example):
     1. Title
     2. Description
     3. Cause
     4. Consequence
     5. Settlement type
     6. Cost estimate
     7. Progress estimate
  3. Click on to complete the entry.

Note! Some of the fields may be mandatory and must be filled in. If these fields are not filled in, the save button will be grayed out. All required fields will be clearly marked.

Instructions when creating a new entry

When you create a new entry, the instructions are shown at the top of the form.
How to use them:

1. Read the Instructions section at the top carefully.
2. Fill in the fields (for example title, description, cause, consequence, settlement type, cost estimate and progress estimate) in line with the instructions.
3. Click Save when you are finished.

The instruction text itself is set up by an administrator and may therefore vary from customer to customer and from project to project.

Instructions from the list view

From the list view you can open a separate dialog that describes how the process and steps should be used.
How to do it:

1. Go to the desired process area (for example “Change Requests”).
2. Select a specific process/contract in the process filter (e.g. “Change Requests Building”).
   – The instructions button is only visible when a single process is selected.
3. Click the Instructions button.

4. An instructions window opens. Here you will see:

   • A general description of the selected process.
   • A separate Steps section where each step is explained (what should be done in the step and by whom).
    
5. Read through this before you create new entries or move items between steps.
6. Click Close to close the window when you are finished.

The instructions in this window are maintained by an administrator and may differ from process to process and between projects.

Moving an Entry between Steps

An entry can be moved to another step from the list view in 2 different ways:
 

Change step from preview (drawer menu)

1. In the list: click on an entry so that the drawer/preview opens on the right.
2. In the drawer window, find the field for Step/Status.
3. Click on it and select a new step from the list.
4. Close the drawer window.
   The change is saved and the entry is now in the new step.

This is quick when you work directly from the list with single entries.

Move multiple entries with drag and drop

1. Select multiple entries by ticking several rows.
2. Hold down the left mouse button on one of the selected rows.
3. Drag the selected entries towards the left menu (where the steps in the process are shown).
4. When you hold the mouse pointer over the desired step in the menu, release the mouse button.
5. All selected entries are now moved to this step.

As an alternative to drag and drop, you can use the "Move to step" button. The same requirements as for drag and drop apply (you must have selected multiple entries and be in a specific process), but you skip the actual drag operation and instead select the desired step from a list. See image for location.

Note! The user must first have selected a specific process. These functions do not work when the view is aggregated across all processes. Use this to move many entries at once.

Filtering Functions

Select process

• In the process filter you can decide which processes/contract parties will be shown in the list. By default all entries across all processes/contract parties are shown together. It is possible to filter so that you only see a single process.
  • Click on “All processes”.
  • Select and click the process you want to look at.
    (The list is filtered automatically.)
• To the right of the process names a number is displayed. This number shows how many entries exist in total or under each individual process.

Tip: Use this to get a better overview if the list is long, or when you only work in one type of process.

Filtering based on entry information

• By clicking the filter button above the list view you can see which filters are active. From here you can either remove one or more filters, or clear all at once.
• To turn on a filter, click the column header that has an arrow icon behind it .  This icon indicates which columns can be filtered. Filtering behaves differently per column. We support the following types:
  • Search field (Type what you are looking for in the column.)
  • List view (Select one or more values from the list to filter.)
  • Date field (Last 24 h, 1 day, 1/3/6 months or custom period.)
  • Number field (Choose equal to, greater than or less than, and enter the desired value.)
  • Geographical area (Open the location map view and filter an area.)
• Click an entry to open a filtered right-hand menu that gives a quick overview of the entry’s content.

Search

The search field is a text-based search function that lets you find specific entries in the list view. This works on all text-based columns in the list.

• Click in the search field with the mouse pointer.
• Enter the desired search term.
• The list view updates continuously and removes entries that do not contain the search term.

Other Functionality

More options

• Opens a menu with various additional functionality.
• The content is:
  • Export list (Excel)
  • Reset view to default layout.

How to use “More options”

1. Click on .
2. Choose the desired function from the menu.
3. Follow any further dialogs (e.g. for export).

Columns button

Controls which columns are shown in the list view.

1. Click “Columns”.
2. Check/uncheck the columns you want to show/hide.
3. The table is updated immediately.

Your choices are stored per user and per process so you do not need to redo the changes every time you log in.

Display modes

We support four different ways of displaying entries:

1. Icon with three lines
   1. Standard list view (compact table, one row per item).
   2. Useful when you want to see many items at the same time.
2. Icon with three lines + location
   1. Split view between list and location viewer - 3D model or map.
   2. Central when you want a combined view that emphasises the placements.
3. Full location view
   1. Full location view - 3D model or map.
   2. Can be used when you want to work directly from the model or map without too much information about each individual entry.
4. External location view
   1. Standard list view with an external window that contains the location view
   2. Interact across multiple windows with either the placement or entries in the list.

Interaction between list view and location view

In Interaxo Project you can work with entries both in a table (list view) and directly in the location view. The latter uses annotations/placement markers to show where in the model or map an entry belongs.

Note: Entries without location are always shown only in the list – they do not get a marker in the location view.

Normal list view

1. This is the default view when you enter a process (e.g. “Change Requests”).
2. You see all entries as a table.
3. You can search, filter, sort and navigate directly into entries from here.
4. No location is visible in this mode.

Split view: List view + location view

1. The screen is split in two:
   • Left: list with entries
   • Right: location view - 3D model or Map with placement/markers
2. Filtering in the list controls the location view:
   • When you filter the list (process filter, search, column filter, etc.), the location view is updated automatically.
   • Only entries that match the active filters in the list are shown as markers in the location.

Full location view

1. Full 3D view gives you maximum space for the location view, without the list on the side.
2. You can navigate freely in the 3d Model or Mao and use placement markers in the same way as in split view.
3. When you click a marker:
   1. The side menu opens with the entry/entries in this area.
   2. From here you can still go to the detail page to read/edit.

External location view

1. The external view let's you open a new window with the location view - either 3D model or map.
2. Interactions done in the separate viewer page will continue to interact in the same way as with the other location and list ineracts like clicking placements markers to see details.

Placement markers in the location view

When you have the loocation view, you see number bubbles/markers in the model or map. Each marker represents one or more entries.

1. Click a placement marker in the location viewer:
   • One entry:
     A side menu (drawer) opens with a short summary of the entry.
   • Several entries in the same place:
     The side menu shows a list of all entries in this area.
2. Zoom controls grouping:
   • When you zoom out, nearby entries are merged into a single common marker.
   • When you zoom in, the marker is “split” into several so you can choose more precisely.
3. From the side menu you can:
   • click through to the detail page for an entry to see all information and edit
   • optionally open preview/drawer if the project uses it.

If you want to know more about the functionality in the model viewer: Follow this link. Interested about the map viewer? Read what you can do here.