Documenting sites

Floor plans

Updated

A property can carry drawn floor plans — floors with rooms, walls, outlets, cameras, access points, devices, and markups — and a room can carry a simpler plan picture with its devices pinned on it.

Add a floor

  1. Open the property and go to its Floor plan section.
  2. Press Add floor. Each floor is a tab across the top, ground-up; press a tab to switch floors.
  3. Press Add site for one extra sheet of the grounds outside the building.

With a floor selected, the arrow buttons beside the tabs move it earlier or later in the order, and Remove floor deletes it.

Choose a drawing tool

The Drawing tools palette holds one button per tool, and a line under it says what to do next:

  • Select: tap a shape to select it, and drag it to move it.
  • Room and Wall: tap each corner or point, then press Finish room or Finish wall. Corners snap square and wall ends snap to other walls. You can also drag a room or wall out in one gesture.
  • Outlet, Camera, Access point: tap where it goes.
  • Device: pick an existing device in Device to place, or a type in Or add a new device, then tap the plan.
  • Punch pin: tap where the work or fault is, then write it in the panel.
  • Note, Freehand line, Arrow, Revision cloud: markups that say something about the plan without naming a record.
  • Set scale and Place on map: the two measuring tools below.

Undo removes the last shape drawn. Esc cancels a half-drawn shape.

Place a device on the plan

  1. Choose Device.
  2. Choose the device in Device to place, or a type in Or add a new device to create one.
  3. Tap the plan inside the room it belongs to.

A device or outlet placed inside a room outline is filed in that room. Where room outlines overlap, a Which room? sheet asks which one. Each device is linked to its page, and the plan draws the runs and links between pinned devices, coloured by cable type with a cable key.

Change or remove a shape

Choose Select and tap the shape. Its panel lets you type its label, link it to a room or a device, open the record it names, take a Photo of it, and remove it. On a desktop this panel sits to the right of the drawing.

Set the scale

  1. Choose Set scale.
  2. Tap the two ends of a distance you know, such as a door or a wall.
  3. Type it in That distance is, choose the Unit, and press Save scale.

Once a floor has a scale, a scale bar is drawn, and a run between two pinned devices can offer its straight-line length. See Cable runs and testing.

Place the floor on the map

Choose Place on map, tap two places you know the coordinates of, and type the latitude and longitude of each. This is optional.

Trace over a drawing or photo

Under the drawing, Underlay image chooses a plan image filed on the property to show beneath the floor. Upload image adds a new one. Colour rooms by shades each room by Devices in the room or Ports in use, with a key.

Pin devices on a room's plan picture

A room's Floor plan section is a simpler surface: a picture with pins.

  1. Press Add a plan and choose a photo or scan of the floor.
  2. Press Edit pins, choose a record in Node to place, and tap the picture where it is.
  3. Drag a pin to move it, or focus it and nudge it with the arrow keys.

Tap a pin to select it: its name and a Photo button appear, so you can file a photo on that device while standing in front of it. New revision uploads an updated picture and carries the pins over; earlier revisions are listed under it.

A plan prints in the property's report with numbered markers and a legend. See Reports and sharing.