Creating an Entry

• As a user, you can add a new entry. The process starts by clicking .
• The next steps are as follows:
  1. Select the contract/process it belongs to. Click .
  2. Enter additional information in the fields. (as an example here)
     1. Title.
     2. Description.
     3. Reason.
     4. Consequence.
     5. Settlement method.
     6. Cost estimate.
     7. Progress estimate.
  3. Click to complete the entry.

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

Instructions when creating an entry

When you create a new entry, the instructions are displayed at the top of the form.

How to use them:

1. Read the Instructions section at the top carefully.
2. Complete the fields (for example, title, description, reason, consequence, settlement method, cost estimate, and progress estimate) in accordance 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.

Here's how:

1. Go to the desired process area (for example, “Change Request”).
2. Select a specific process/contract in the process filter (for example, “Change Request Construction”).
   – The Instructions button is displayed only when one process is selected.
3. Click the Instructions button.
4. An instruction window opens. Here you will see:
   • A general description of the selected process.
   • A separate section for Steps, where each step is explained (what should be done in the step and who does it).
5. Read through the instructions before creating new entries or moving cases 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:

Changing the step from the preview (drawer menu)

1. In the list, click an entry so that the drawer/preview opens on the right.
2. In the drawer window, find the Step/Status field.
3. Click 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 individual entries.

Moving multiple entries using “drag and drop”

1. Select multiple entries by checking multiple rows.
2. Hold down the left mouse button on one of the selected rows.
3. Drag the selected entries toward the left menu (where the process steps are displayed).
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 avoid the actual drag operation and instead select the desired step from a list. See the image for its location.

Note! The user must have selected a specific process first. The features do not work when the view is aggregated across all processes. Used to move many entries at the same time.

Filtering Features

Select process

• In the process filter, you can determine which processes/contract parties should be displayed in the list. By default, all entries are displayed together in a view across all processes/contract parties. You can filter the list so that you see only one process.
  • Click “All processes”.
  • Select and click the process you want to examine more closely.
    (The list is filtered automatically)
• A number is displayed to the right of the process names. The number indicates the total number of entries or the number under each individual process.
   

Tip: Use this to get a better overview when the list is long or when you are working with only one type of process.

Filtering based on entry information

• By clicking the filter button above the list view, you can see which filters are enabled. From here, you can either remove one of several filters or remove all filters at once.
   
• To enable a filter, click the column title that has an arrow icon next to it. This icon indicates which columns can be filtered. Filtering works differently in the columns. We support the following methods:
  • Search field – Enter what you are searching for in the column.
  • List view – Select one or more values from the list.
  • Date field – Last 24 hours, 1 day, 1/3/6 months, or a custom period.
  • Number field – Select equal to, greater than, or less than, and enter the desired number value.
  • Location – Filter by whether the entry has a location and which type:
    • All – displays all entries.
    • With location – only entries that have a location.
    • 3D location – only entries placed in the model.
    • Map location – only entries placed on the map.
    • No location – only entries without a location.
  • Map filtering – Select an area on the map to filter. (Select the area on the map to filter.)
     
• Click an entry to display a filtered right-hand menu for a quick overview of the entry's contents.

Search

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

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

Other Features

More options

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

How to use “More options”

1. Click
2. Select the desired feature from the menu.
3. Follow any subsequent dialog boxes (for example, when exporting).

Columns button

Controls which columns are displayed in the list view.

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

The choices you make here are saved per user and per process, so you do not have to make the changes every time you log in.

View mode

We support displaying entries in 3 different ways. You select the view using the buttons on the right side of the toolbar.

• List view
  • Standard table with one row per entry.
  • Useful when you want to see many entries at the same time.
• Split view (list + location)
  • The list is displayed on the left and the location view—the 3D model or map—on the right.
  • Used when you want to see where in the building or terrain the entries belong.
• External location view
  • The location view opens in a separate browser window, allowing you to have the list and the model/map on separate screens.

Interaction between list view and location

In Interaxo Project, you can work with entries both in the list and in the location view (3D model or map). You can go from an entry in the list to its location in the model or map—either using the location icon in the list or from the quick view.

Note: Entries without a location are displayed only in the list and do not have a location icon.

Standard list view

1. This is the standard view when you enter a process (for example, “Change Request”).
2. You see all entries in a table and can search, filter, sort, and open entries from here.
3. No model or map is visible in this view. If you click an entry's location icon, the view automatically switches to split view.

Split view: List view + 3D model

1. The screen is divided into two:
   1. Left: list of entries
   2. Right: 3D model or map
2. When you go to an entry from the list, the location view zooms in on the location. In the model, the object associated with the entry is highlighted.
    

External location view

1. The location view opens in a new browser window—either a 3D model or map.
2. The window interacts with the list in the same way as split view: when you go to an entry from the list, the external window zooms in on the location.

Go to a location from the list

You can go to an entry's location in two ways:

1. From the location icon in the list

1. Find the entry in the list. If it has a location, a location icon is displayed in the location column.
2. Click the location icon.
3. The view automatically switches to split view, and the location view zooms in on the location—in the model if the entry is placed in 3D, or on the map if it has a map location.

2. From the quick view (drawer menu)

1. Click an entry in the list. The quick view opens on the right.
2. Under Properties, you will see an image of the location with information about where it is located:
   • For 3D location: floor and model name.
   • For map location: address.
3. Click Open in 3D or Open in map.
4. Split view opens, and the location view zooms in on the location.

Tip! The location column can be hidden or displayed under Columns, and you can filter by it—for example, to find all entries that are missing a location.

Would you like to learn more about the features in the model viewer? Follow this link. Interested in our map view? Learn more about how to use it here.
 

Would you like to learn more about the model viewer features: Follow this link. Interested in our map view? Learn more about how to use it here.