Floor plans page provides a list of all the floor plans that were uploaded into Service Automation. The information includes:
- Floor plan name
- Floor plan ID
- Floor plan last updated
You are able to view and determine if a floor plan has been assigned and link to a location by looking at the status. When a floor plan has been linked, a green circle icon displays with the word Linked and when a floor plan is unlinked, a grey circle icon displays with the words Not Linked. You can modify the floor plan at any given time based on a variety of reasons. This is done by using the Options feature which is available for each individual floor plan. Within the Options feature, you can:
- Plot assets, areas, and labels
- View current layout
- Edit floor plan name
- Link Locations to a floor plan
- Duplicate a floor plan
- Delete a floor plan
Using the Plotting Tool
The Plotting tool gives you the capabilities of adding information that is visible on the floor plan and helps users submit work orders from the floor plan. There are three options where users can select from in order to set up the floor plan. The options are:
- Assets
- Area
- Labels
- From the Locations page, click the Floor Plans link to access the Floor Plans page
- Select a floor plan from the floor plans list and click the Options button to open the menu
- Click the Plotting Tool link to open the plotting tool page in a new window
Controlling Assets
You are able to place a specific asset anywhere on the floor plan. Placing assets designated on the floor plan lets users know of their location and the ability to submit work orders in relation to an asset. If the floor plan changes at a location or assets are moved at a location, assets on the floor plan can be moved at any time. You can also remove an asset from the floor plan.
- From the Locations page, click the Floor Plans link to access the Floor Plans page
- Select a floor plan from the floor plans list and click the Options button to open the menu
- Click the Plotting Tool link to open the plotting tool page in a new window
- Click on the Assets link to access the assets
- Select an asset from the list and click on the Place link to access the ability to add the asset onto the floor place
- Select and click anywhere on the floor plan to add the asset
- From the Locations page, click the Floor Plans link to access the Floor Plans page
- Select a floor plan from the floor plans list and click the Options button to open the menu
- Click the Plotting Tool link to open the plotting tool page in a new window
- Click on the Assets link to access the assets
- Select an Asset and click the three vertical dots to open a new modal window
- Click the Change Placement link to move the asset
- Drag the movable PIN with the asset to a new location
- Click the Done Placing link when finalizing the new location
- From the Locations page, click the Floor Plans link to access the Floor Plans page
- Select a floor plan from the floor plans list and click the Options button to open the menu
- Click the Plotting Tool link to open the plotting tool page in a new window
- Click on the Assets link to access the assets
- Select an Asset and click the three vertical dots to open a new modal window
- Click the Remove from Map link to remove the asset from the floor plan
Searching for Assets
When assets are added into the floor plan, you can find assets by using the filter or search bar. Each method offers a way for you to locate assets whether they have been added onto the floor plan or not. The filter allows you to search for assets based on specific criteria. There are 3 different filter options to select. Each option filters the assets list according to its meaning. When selecting one of the criteria, the assets will appear on the list. The options are:
- Placement Notes: A note that is added onto the the asset in regards to placement of the asset
- Asset Types: The various types of assets that can be added onto the floor plan for that location.
- Map Placement: Assets that were placed or not placed on the floor plan but are in the floor plan manager.
- Click the Filter link to open a new modal window
- Select a criteria to find asset(s) by selecting the one of the following:
- Placement Notes
- Asset Types
- Map placement
- Placed on map
- Not placed on map
- The list of assets displays
When using the search bar, you are typing in keywords of the asset until it recognizes the asset being searched. As you are typing keywords, the floor plan manager will highlight the words if they match any assets that are added.
- Click on the search link to open the textbox
- Type-in the keywords until the asset(s) is found from the list
Controlling Areas
You can add areas on the floor plan that would normally be selected from the drop-down when creating a work order from the dashboard. The areas are coming from the issue list. Therefore, when a user drops the movable pin onto a certain area, depending on what area was created onto the floor plan, it will automatically populate the area drop-down during work order creation. For example, if one of the areas on the issue list is a Dining Room and you create an area on the floor plan and select Dining Room. When the users drop the pin, in forming a work order, area populates as Dining Room. You can modify areas on the floor plan at any given time. When doing so, you can:
- Change the area from the issue list
- Expand or Minimize the drawn area on the floor plan
- Update Note
You can also delete an area from the floor plan at any given time.
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and Heading 3 should look like this - choose Heading 3 and then change the color to the top row, 5th from the left.
Filter by label
There are no items with the selected labels at this time.