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
Heading 2 looks like this - choose Heading 2 and then change the color to the top row, 5th from the left.
and Heading 3 should look like this - choose Heading 3 and then change the color to the top row, 5th from the left.
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