This guide shows step by step how to create a Documentation in Interaxo Capture. 

The following will be covered:

1.0 What is documentation

2.0 Create new documentation

2.1 Select documentation

2.2 Fill in the fields

3.0 Edit documentation
 

1.0 What is documentation

Documentation is used to show and describe quality, safety, and progress. It states what has been done, used, not done, or planned—often in the form of text, images, location in model, video, and completed fields with important information.

The purpose is that you and others should easily be able to understand, reuse, and follow up on the information afterwards.

In Capture, documentation will often be:

• Registered observations (text, photo, video)
• Related metadata (date, place, user, project)
• Any comments or assessments related to the content

2.0 Create new documentation

2.1 Select documentation

Documentation is selected by default and is always ready to use—regardless of which work mode you are working in.
From each mode, the creation process has different starting points:

• From the 3D model
  1. Tap an object in the model.
  2. Select + Create.

• From Camera or video
  1. Take one or more photos/videos.
  2. Tap Use photo/video.
      

Once you have performed one of these actions, the documentation template will open where you fill in the remaining information.

2.2 Fill in the fields

As described above. The order of what you fill in may vary slightly, depending on which work mode you come from. In the section below, we show the entire workflow for an empty documentation, from top to bottom in the form. This way, you see all the steps that may be included in a documentation process—regardless of whether you started from model, camera, or video.
 

*Note: Which fields are displayed, and what must be filled out for you to be able to create the documentation, is determined by how your project is set up. This may therefore vary somewhat from project to project and from customer to customer. Required fields will be clearly marked during the registration process.

Step 1: Add Location

At the top, you will find the section for Location. An important selection for being able to refer to a specific location in the project. 

1. Tap + Add location. 
2. Select location by marking an object in the 3D model.
3. When a location is selected, an image will be generated and the location saved. The following information is also captured:
   • Which location it belongs to.
   • Object information.
   • Floor and room information.

You can change location later by tapping the field again.
 

Step 2: Add Image

The next section is to be able to attach images or video. A visual description of what you observe is important for providing good documentation.

1. Tap + to be forwarded to the camera.
2. Choose whether you want to:
   • take one or more photos or videos with the camera, or
   • select an existing image from the camera roll.
3. Review the selected photos or videos and confirm.

Images are often central in the documentation, so it is recommended to take clear, relevant photos that show the observation well.
 

Step 3: Add Description

The next field is description. Provide a text-based description of what you observe and what others should know.

1. Tap the text field “Describe Record”.
2. Write a short and clear description of what is being documented, for example:
   • What has been done / observed
   • Where in the project it applies (if not clear enough from "add location")
   • Any important context (for example date, conditions, responsible party, etc...).

Tip: Think that others who were not present should be able to understand the situation only by reading the description and viewing the images.

Step 4: Fill in the Parameter Fields

At the bottom, you will see one or more field options. The fields make it easier to search, filter, and follow up on the documentation afterwards, so fill them out as thoroughly as possible.

• The fields can be:
  • Text field
  • List selection
  • Date field

1. Tap each field.
2. Select value from list selection, date, or enter text, depending on the type.
3. Repeat for all fields that are relevant or required.

Note: Which parameters you see, and whether they are required, is controlled by the project setup. Different projects may therefore have different Parameter fields.

Step 5: Create Documentation

When you have:

• Selected Location.
• Added at least one Image or video.
• Written a Description.
• Filled in the necessary fields.

…the Create documentation button will become active (colored).

1. Check that the information is correct.
2. Tap Create documentation.

The documentation will now be:

• Saved in the app.
• Marked as a blue circle in the model.
• And uploaded to the project so that it is also available through Interaxo Capture WEB.

3.0 Edit documentation

You can at any time open existing documentation and change fields such as text, images, or location in the model.

How to do it:

1. Open the documentation you want to edit either from the list view or directly from the model.
2. Tap the field you want to update (for example, description, images, or location in the model) and enter/select a new value.
3. Save the changes.