A8: Overview of registrations and inspections – Interaxo Help center

Summary:

In this user guide you will learn:

1. Overview – How to open Overview and switch between the Registrations and Inspections tabs.

2. Finding things – How to search, filter and sort the list.

3. Working further – How to open a registration or inspection from the list, and tips for effective use.

Overview shows all registrations and inspections in the project. Here you can find previous work, search, filter and sort, and open a registration or inspection to read or edit its content. This makes it easier to keep track of the work that has been done, and quickly get back to what needs to be followed up.

The following is covered:

1.0 Opening Overview

2.0 The Registrations and Inspections tabs

6.0 Opening and working further with a registration

7.0 Tips for use

1.0 Opening Overview

Tap the list icon at the top right of the home screen to open Overview. See Main navigation (opens in a new tab).

Inspections are always opened from Overview. Standalone registrations can also be opened from markers in the model or on the map.

2.0 The Registrations and Inspections tabs

At the top of Overview you can choose between two tabs:

Registrations – shows all documentation, issues and tasks, both standalone ones and those created from an inspection.
Inspections – shows all inspections.

Tap the tab you want to switch view. The list is updated automatically.

Note: Filtering (see 4.0) is only available under the Registrations tab. Under the Inspections tab you can search and sort.

3.0 Searching

Tap the search field, and type the title of what you want to find.
The list is filtered as you type, so that only matching results are shown.
Tap the cross in the search field to clear it and show the full list again.

Tip: Use search when the list is long, or when you know the title of what you are looking for.

4.0 Filtering

With filters you can narrow the list down to registrations that meet one or more criteria. You can filter by model, map area, process type, step, responsible and date, and combine these. Filtering is only available under the Registrations tab.

Note: The model and map filters work independently. If you select a model filter, registrations placed on the map are automatically filtered out – and vice versa.

How to use filters:

Tap the filter icon (funnel-shaped icon) at the top right of the list. The filter panel opens with the heading Filter by.
Select the filters you want to use, and tap Apply filter. The button becomes active when at least one filter is selected.
Tap Reset filter at the top right of the filter panel to remove all filters at once. To remove just one filter, tap Remove next to it.

When at least one filter is active, a small blue dot is shown on the filter icon, so you can see that the list is filtered.

4.1 Model

Shows registrations linked to a specific model (location) in the project. Tap the drop-down menu under Model, and select a model.

4.2 Map

Shows only registrations placed within an area you select on the map. This is useful on projects where registrations are spread over a large area.

Tap Select map under Map in the filter panel. The map opens in full screen.
Change the map in the drop-down menu if needed.
Pan and zoom to the area you want. The blue shaded field shows the area used in the filter.
Tap the green confirm button. A thumbnail of the area is shown in the filter panel.
Tap Apply filter.

Note: The map filter only shows registrations placed on the map within the selected area. Registrations placed in the model are automatically filtered out.

4.3 Process type

Shows only registrations of a specific type, for example issues. Tap the drop-down menu under Process type, and select a type.

4.4 Step

Shows only registrations in a specific step. Tap the drop-down menu under Step, and select a step.

Note: Which steps are shown depends on how the processes in the project are set up.

4.5 Responsible

Shows only registrations where a specific person or group is set as responsible. Tap the drop-down menu under Responsible, and search for and select a person or group.

4.6 Date

Shows registrations created within a specific period.

Tap the From field, and select a start date.
Tap the To field, and select an end date.

You can also set just one of the dates, for example only From, to show everything from a specific date onwards.

5.0 Sorting

You can choose the order of the list. Sorting is available under both tabs.

Tap the sort icon at the top of the list, to the left of the filter icon.
Select the order in the Sort by menu:
- Newest first – the newest or most recently changed at the top.
- Oldest first – the oldest at the top.
- Alphabetical (A-Z) – by title, ascending.
- Alphabetical (Z-A) – by title, descending.

The list is updated straight away.

Note: The default sort order is Newest first, so the most recently updated items are always shown at the top when you open the list.

6.0 Opening and working further with a registration

Tap the row to open the registration or inspection. You can then read the content, and edit it if you have access and it is not in a locked step. The details page and the Properties, Attachments and Log tabs are described in Registration types and how they are structured (opens in a new tab).

You will find the workflow for each type here:

Tip: Use Overview as your starting point when you want to bring up previous work, check what has been done, or continue with a registration or inspection you have started – especially if you do not want to go through the model or map.

7.0 Tips for use

Put the most important information first in the title, so that it is shown in the list. This makes it easier to find again.
Date and time make it easier to tell apart registrations with similar names.
Combine filters to find things quickly, for example model and date range if you are looking for registrations in a specific part of the project within a given period.
Use the map filter on projects with many registrations spread over a large area.
Use the Responsible filter to quickly see what has been assigned to a specific person or group.
Sort alphabetically if you remember the title, but not when the registration was created.
Tap Reset filter when you are done, so that you do not miss registrations the next time you open the list.

See also: (opens in a new tab)