Documenting sites

Photos, files, and notes

Updated

Every client, property, room, rack, device, and cable run can carry photos, files, and a running log of notes; this page covers adding them, marking photos up, finding them again, and archiving what is out of date.

Take or add photos

  1. On the page, press Add photo in the Photos heading. A phone offers its camera or its library; you can pick several at once.
  2. For each photo, add a Caption and Tags if they help — up to 8 tags of 30 characters, typed or picked from the suggestions. Annotate draws on it before it goes up.
  3. Press Upload photo (or Upload … photos).

Photos are resized on your device first, so they go up quickly on mobile data, and keep the date the camera recorded. The app may ask once per session for your location; if you allow it, the photo records where it was taken.

Look at a photo

Tap a thumbnail. The Photo sheet shows it full size with its size, when and where it was taken, and its tags.

  • Change the Caption and press Save caption.
  • A plan pin's Photo button files a picture straight onto the device you are standing in front of. See Floor plans.

Mark up a photo

  1. Open the photo and press Annotate… (or Annotate while uploading).
  2. Choose Arrow, Box, or Text (type the words in Text to place first), and draw on the photo.
  3. Undo takes off the last mark; Clear takes off every mark.
  4. Press Done.

The marks are burned into the picture. Marking up a photo that is already filed saves a new copy and archives the original with the reason "Annotated copy replaces it", so the picture as it came off the camera is never lost.

Archive or restore a photo

  1. Open the photo and press Archive….
  2. Type a Reason and press Archive photo. Your name and the time are kept with it.

Show archived under a gallery lists its archived photos. Open one and press Restore to bring it back. An owner or admin can press Delete permanently. A client page also has an Archived photos section covering everything under it.

See a property's photos in order

Press Photo timeline on a property's page. The newest 500 photos under the property are listed in the order they were taken, grouped by day; when there are more, the page says how many older ones it leaves out.

  • Narrow it with Room and Tag.
  • Press Compare on two photos to see them side by side under Before and after; the earlier one is always the before.
  • Where these were taken draws the first nine photos that carry a location as numbered pins on a map, with a legend naming each.

Add a file

  1. Press Add file in the Files heading and choose the file.
  2. Choose its Kind (Manual, Config, Test result, Plan, Invoice, Video memo, Audio memo, or Other) and give it a Title.
  3. Press Upload file.

A file can be a PDF, an image, text, CSV, JSON, or a log; a tester or config export (.flw, .cfg, .conf); or a short video or audio memo, which plays where it is listed. Files are archived and restored the same way as photos.

On a device, every config file is also listed under Config history, where any two can be compared line by line.

Write a note

  1. Press Write a note in the Notes heading.
  2. Type in New note.
  3. Choose a Level: Info, Warning, or Danger.
  4. Tick Pin as a flag on this page and every page below it for something nobody should miss, such as "PoE budget is maxed — do not add cameras".
  5. Press Add note, or Ctrl+Enter.

A note's words are never edited; a correction is another note. Newest notes come first, each with who wrote it and when. Its author, or an owner or admin, can Remove it.

Pin or unpin a flag

Press Flag on a note, change its Level or the pin box, and press Save flag. A pinned note is shown as a banner at the top of its page and every page below it — on the property, its rooms, racks, and devices — until somebody unpins it. Hide tucks a banner away for now without unpinning it.

Pinned danger flags are counted under Needs attention on the home page.