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Working with Location Plan View

This article will explain how to use the Location Plan View in Asite Field.

  • Location Plan View displays the PDF drawing plan associated with a selected location or sub-location.

  • Location Plan View allows:

    • Location-based Forms to be created.

    • Existing Forms to be viewed as pins on the drawing plan.

    • Forms for the selected location to be filtered.


How Do I View a Location Plan in Asite Field?

  1. Select the required Project.

  2. Tap Locations from the bottom navigation bar.

  3. Select the required location or sub-location.

    NOTE:

    • The selected location or sub-location must have an associated PDF drawing plan.

    • Floor Plan icons indicate locations with an associated drawing. These icons are available in both Online and Offline modes:

      • A greenicon indicates that the drawing is calibrated.

      • A blue icon indicates that the drawing is not calibrated.

  4. The PDF drawing plan for the selected location will open with the location name displayed at the top.

    • The location or sub-location must have an associated PDF drawing plan.

    NOTE:

    • Each Form and Task created for the selected location appears as a pin on the drawing plan.

    • The pin colour indicates the Form status based on the Project configuration.

    TIP:

    • Nearby Tasks and Forms are automatically grouped into a blue flag displaying the total number of pins. Tap the grouped flag to zoom in and display the individual pins.

  5. Tap the required pin.

    • The associated Form will appear in the Forms listing.

  6. Tap the Form.

  7. The Form will open in the Form Viewer.

  8. Tap the Back Arrow to return to the Form listing.

    NOTE:

    • When a Form pin is selected, the Forms listing will automatically filter to show the selected Form at the top.

    • To remove the filter, tap the Cross icon next to the Form code.

    • All Forms for the selected location will be displayed.


How Do I Filter Location Forms?

  1. Tap the Filtericon on the PDF drawing plan (top-right).

  2. Select the required filter.

    Filters can be used to:

    • Show or hide Form pins.

    • Filter the Forms list

      TIP: For more information on the available filters, check Form Filter Options.

    NOTE:

    • Each filter uses the applicable input type, such as dropdown, text box or date picker.

    • Selecting a filter will display the available input options.

  3. Tap the cross icon (top-right) to return to the drawing plan.


Form Filter Options

Filter

Description

Created Date

Filters Forms based on the date they were created.

Form Type

Filters Forms by Form type.

Originator

Filters Forms by the user who created or raised the Form.

Originator Organisation

Filters Forms by the organisation of the Form creator.

Task Recipient

Filters Forms by the assigned Task recepient.

Task Recipient Organisation

Filters Forms by the organisation of the assigned Task recipient.

Form Status

Filters Forms by their current status.

Task Due Date

Filters Forms by Task due date.

Task Status

Filters Forms by the current Task status.

Overdue Tasks

Displays only Forms with overdue Tasks.

Completed Tasks

Displays only Forms with completed Tasks.


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