This guide shows the workflow for Documentation in the Interaxo Capture app. How the form is structured – location, photos and videos, fields and the details page – is the same for all registration types, and is described in Registration types and how they are structured (opens in a new tab).
 

The following is covered:

1.0 What is a documentation

2.0 Starting a documentation

3.0 Filling in and creating the documentation

4.0 Finding and editing a documentation

5.0 Typical ways to use documentation

1.0 What is a documentation

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

The purpose is that you and others can easily understand, reuse and follow up the information afterwards. In addition to what you fill in, details such as date, place, user and project are saved automatically.

Documentation has only regular fields, for example title, description and category. It has no follow-up with step, responsible, deadline or completed. If something needs to be followed up, use an issue or a task instead. See Overview of the registration types (opens in a new tab).

2.0 Starting a documentation

Select Documentation in the Registration type menu at the bottom left of the home screen. You can then start in three ways, whatever working mode you are in:

• From the 3D model: Tap an object in the model and select + Create.

• From the map view: Tap +, select a location on the map, and select From location in the pop-up.

If the project has access to Norgeskart, the nearest road reference is searched for automatically when you tap a position on the map. You can then choose between:

• The location directly – the registration is linked to the exact point you tapped.
• Nearest road reference – the registration is linked to the nearest road.

Note: Norgeskart and road references from NVDB cover Norway only, and therefore apply only to Norwegian projects. The feature requires an internet connection. If you would like this connection set up, please contact our support department.

• From the camera or video: Take one or more photos or videos, and tap Use photo/video.
   

  

Once you have done one of these, the documentation form opens. The order in which you fill it in varies slightly depending on where you started, but the form is the same.

3.0 Filling in and creating the documentation

The form is filled in from top to bottom. How each part works is described in The registration form (opens in a new tab).
 

1. Location – Tap + Add location and select a point in the model or on the map, if you have not already done so. See Location.
2. Photos and videos – Tap + under Photos and videos, and take new ones or select existing ones. See Photos and videos.
3. Fields – Fill in the title, description and any other fields, for example category. See Regular fields.
4. Create – When all required fields have been filled in, the Create documentation button becomes active. Check that the information is correct, and tap the button.
    

Tip: In the description, write briefly and clearly what has been done or observed, where it applies (if this is not clear from the location), and any other important context. Keep in mind that someone who was not there should understand the situation from the description and the photos.

The documentation is saved in the app and shown as a blue circle in the model or on the map. It is uploaded to the project, so that it is also available in Interaxo Capture web.

Note: Which fields are shown, and which must be filled in before you can create the documentation, depends on how the project is set up. This may therefore vary from project to project. Required fields are clearly marked.

4.0 Finding and editing a documentation

You can open an existing documentation at any time and change fields, photos and videos or location:

1. Open the documentation from a marker in the model or map, or from Overview under the Registrations tab.
2. Tap the field you want to update, and type or select a new value.
3. Tap Save.

When you open a documentation, you also see the Attachments and Log tabs. See The details page: Properties, Attachments and Log and Save, edit and discard (opens in a new tab).

5.0 Typical ways to use documentation

• Documenting progress during a project, with photos and descriptions directly from the construction site.
• Showing that work has been carried out in line with quality or safety requirements.
• Collecting observations with a location in the model or map, so that they can easily be found again later.
• Laying the foundation for further follow-up by linking the documentation to an issue or a task. See How to use connected registrations (opens in a new tab).

See also: (opens in a new tab)

• Registration types and how they are structured
• How to work with and follow up issues
• How to work with and follow up tasks
• How to work with and follow up inspections
• How to use connected registrations
• Overview of registrations and inspections