1. Select / Edit account
2. Select / Edit Asset
3. Add collaborators
4. The Dashboard
5. Transits
6. Floor Plan
7. Asset documents
Add Transit
Video transcript
Click on the link Transits
Click on the button Add transit
Select a Name
Enter Location information
Enter the Tag serial number
Enter any custom data
Click on the link Demand specification
Select a Fire Rating
Select a Gastight rating
Select the Tightness Spec
Select the EMC rating
Click on the toggle button to change the EX rating
Add any comments
Click on the button Next
Select a Product group
Select the Solution
Add any product Comments
Click on the button Add to finalize and save your transit
Add Asset
Video transcript
Click on the button Add asset
Select if the asset is Marine & Offshore or On Land
Click on the input field Name
Select a Name for the asset
Fill out the Optional fields Asset type, IMO or Facility ID, Certifying Authority
Click on the combo box Product Type
Select the Product Type you want to use for this asset. More can be added later.
Click on the button Save to finalize your asset
3. Add collaborators
Video transcript
Click on the button Manage
Click on Collaborators
Click on the input field Email
Enter the email of the user you want to add
Select the Access Profile they should have
Click on the button Invite
Click on the button Open if you wish to change the access of a user
Click on the access profiles you want to add. Clicking on an already selected profile removes it.
Click on Revoke access if you want to remove all their access
4. Add Product type
Video transcript
Dashboard
Here you can see a summary of Transit Statuses
You can change the Perspective from Transits to Openings
Click on Openings
Here you can see the Totals for Transits, People and Activity
The Transit Event Log displays all the most recent Transit events
You can Download reports
Select what reports to download
Click on the button Download
Click on the button Close
Add Product
Video transcript
Click on the link Product type in this example Valves is the selected type
Click on the button Add valve
Select a name for the Valve. This is the only required field
Enter any Location information
Enter the Tag serial number
Click on the button Next
Enter any Product specific information
Click on the button Add to save and complete the Valv
Add.Floor Plan
Video transcript
Click on the link Floor plans
Click on the button Add Floor Plan
Drag a file onto the field or click it to browse your computer for a file
When you have uploaded the file you will have the option to change rotation
Click on the button Save to save the current display as a floor plan
Select a name for the floor plan and click Save
Click on the button Crop if you want to Crop a specific area of the uploaded image. You can crop multiple times on the same image.
Click on the button Save crop to save the current crop area as an floor plan
Select a name for the floor plan and click Save
Click on the button Done when you are finished
You should now see the floor plans listed
Add Asset documents
Video transcript
Click on the link Asset documents
Click on the button Add document
Select the Type of document you wish to upload
Drag and drop a file onto the file field or Click on the file field to browse your files for the document.
Select a file
Click on open
Remove Asset documents
Video transcript
Click on the link Asset documents
Click on the checkbox to select a document
Click on the checkbox Select all to select all documents
Click on the drop down menu
Click on Remove
Click on the button Delete to finalize the deletion
Download Asset documents
Video transcript
Click on the link Asset documents
Click on the download button next to a document to download that specific document
Click on the checkbox to select specific documents
Click on the checkbox Select all to select all documents
Click on the drop down menu
Click on Download if multiple files are selected they will be downloaded in a zip file
Add multiple transits
Video transcript
Click on the link Transits
Click on the button Add transit
Click on the button Add multiple transits
Click on the button Download Excel template
Fill out the excel sheet with the desired information. You can find details on how to do this on the Example with instructions sheet
Click on the button Upload Excel file and upload the file
You will see a preview of the uploaded file, here you can edit any information as well.
Click on a field to edit it
You can add a row by clicking Add row
Any required or invalid values will be marked with red
You can remove the selected row by clicking Remove selected rows
You can undo changes by clicking this button
You can redo changes by clicking this button
Click on the button Summary when you want to continue
Check the summary and click Finish to finalize the upload
Download reports
Video transcript
Click on the link Transits
Select the transits / products you want to include in the report. If none are selected, the report will include all of them
You can setup a Filter with a Filter active, only the filtered items will be included in the report
Click on the button Manage
Click on Get Reports
Select the options you want included in the report
Click on the button Download
Custom data fields
Video transcript
Click on the button Manage
Click on Custom Data Fields
Click on the button Add Custom Field to add a new field
Click on the input field Name
Enter a Name for your custom data field
Click on the button Save Custom Field
Click on the button Edit to change the name of a field
Enter a new Name
Click on the button Save
You can Delete a field entirely from the asset
Make sure to read the warning and press Delete to confirm the deletion