User Manual - Web Application

1. Select / Edit account
2. Select / Edit asset
3. Add collaborators
4. Dashboard
5. Transits
5.1 Add multiple transits
6. Floor plan
7. Asset documents

1 - Select / Edit account

Video transcript

Select edit account
When you logon you will first see the Customer account screen.
If you only have access to one customer account, this one will be selected automatically.
If you have administrator access to the account you will be able to edit the account by clicking the pen.

Here you can change various contact / account information

Under the Administrators tab you can add and remove administrators from the account.

To add an administrator click on the field E-mail

Enter the E-mail then press Add

Click on the button Save to continue

Click on the account that you want to work on.

Now you should see the asset list

2 - Select / Edit Asset

Video transcript

Select edit asset
You can edit an asset by clicking on the pen. Here you can change various information.

Click on the link Delete if you want to remove the asset

You can add Custom Data Fields

Click on the button Add Custom Field

Click on the input field Name

Name the custom data field

Click on the button Save Custom Field

Exit the dialogue to continue

Click on the asset that you want to work on

You should now see the Dashboard

3 - Add collaborators

Video transcript

Add collaborators
Start by clicking on People

Click on the button Add Collaborator(s)

Click on the field Enter e-mail

Enter the E-mail then press Add

Click on the button Next

Select an Asset from the drop down menu

If you are adding multiple users, you can use the select all button to add the access to all of them.

Click on the access you want to add

Click on the button Save when you are done

Click on the link Access log to see any changes made to the Access list

Here all Access changes are being tracked.

4 - The Dashboard

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

5 - Transits

Video transcript

Transits
If you select a transit in the list, a detailed information window will appear

The Log contains detailed information about all changes made to the transit

Under the Information tab you will find various details and any custom data fields if they have been specified

The Openings tab displays the status of each individual opening

Documents contains all files that have been uploaded to the transit

You can change the Status of openings

Select the openings you want to change status on

Click on the status field

Select the status you want

You can attach a picture to the status update
Drag the file onto the field or click it to browse for a file

Click on the button Save to continue

You can Edit the transit information

Here you can change various transit information

Click on the link Product

You can Delete the transit entirely

You can click Location to see the floor plan the transit is located on

Click on the Back button to return

Click on X to close the window

You can Select all transits in the list

Click on Download reports to get reports for the selected transits

Select what you want the report to contain

Click on the button Download

Save the file

Click on the button Close

You can Add transit(s)

Click on the input field Name

Enter a Name for the transit

Fill out the Demand specification

Specify the Product data

Click on the button Add Transit to continue

5.1 - Add multiple transits

Video transcript

Add multiple tranits
Start by clicking on the button Add transit(s)

Click on Add Multiple transits

Download the Excel template

Save the file on your computer

Open the downloaded Excel file

Click on the Example with instructions

Here you will find detailed instructions on how to use the template.
For this tutorial, we will copy and use the example transits

Press and hold the Shift key down.
Click on .

Press CTRL+c.

Click on .

Click on .

Press CTRL+v.

Save and close the file when you are done

Click on the button Close.

Click on the button Upload Excel file and upload the modified template

Click on the button Upload Excel file

Click on the button Upload Excel file

If there are any problems with the template, you will have to correct them before uploading.

If you hover over the red cells, you will see a detailed error message.

Enter Example Rectangular.

Click on Example

Enter Example.

Click on Example

Click on 6+6+6x2

Press CTRL+c.

Click on

Press CTRL+v.

Click on

Press CTRL+v.

When no errors remain and you have reviewed the information. Click on Summary to continue.

Click on the button Finish to complete the upload

The Transits will now be visible in the transits list.

Click on the link Transits

Click

6 - Floor Plan

Video transcript

Floor plans
Start by clicking on Floor plans

PAUSE

You can Add Floor Plans

PAUSE

Drag a file onto the field or click it to browse for a file

PAUSE

Select the file you want to upload

PAUSE

Click on the file field

PAUSE

You can rotate the floor plan

PAUSE

Click on the button

PAUSE

You can Crop certain parts of the picture

PAUSE

Click on the button Save crop to save the current crop as a floor plan

PAUSE

Click on the button Save to finish. Click Save and continue crop to create more crops of the picture.

PAUSE

You have have various Zoom functions

PAUSE

Click on the button zoom_out

PAUSE

Click on the button fit_screen

PAUSE

Click on the button Done to finalize

PAUSE

Click on the pen to edit the floor plan

PAUSE

You can change the Floor plan name or delete it

PAUSE

Click on the button

PAUSE

Select a Floor plan

PAUSE

You can place transits on the floor plan

PAUSE

Drag and drop transits from the list

PAUSE

Release the left mouse button on the item

PAUSE

Click and hold the left mouse button on Sample transit 39 R 75 • A-0 • 20253

PAUSE

Release the left mouse button on the item

PAUSE

Click

PAUSE

Click on the X when you are done

PAUSE

You can enable or disable editing of transit locations.
This allows you to drag transits on the map.

PAUSE

Click and hold the left mouse button on the item

PAUSE

Release the left mouse button on the item

PAUSE

Click on the button lock_open

PAUSE

You can toggle the visibility of reference items

PAUSE

Click on the button visibility_off

You can change the scale of the displayed transits

PAUSE

PAUSE

Click on the back button to return to the floor plan list

7 - Asset documents

Video transcript

Asset Documents
In the documents view, you can Add documents to the asset

Select the type of document you want to upload

Click on the item General in the list

Drag a file onto the field or click it to browse for one

Click on the item in the list

Select the document you want to upload and press save

Click on the button Save.
You may also press Alt+S.

You can download a document by clicking on its name or by using the download button.

Click on the link

Click on the button Save.
You may also press Alt+S.

You can use the select all button to select all documents for download or removal.

If you download several documents these will be packaged in a zip file.

Click on the item Download in the list

Click