To create a new level:
- Go to your project (User mode).
- Click Space Manager to expand.
- Click Levels to open the log. The log is divided into two panes. The left-hand pane contains the toolbar options and columns which provide details about the level. The right-hand pane (properties pane) contains the following tabs:
- Record Details
- Permissions
- Click Create.
- When the Create New Levels window opens, enter the values in the required fields. At this point, you are creating the floor details. If the properties window is not open, click the three vertical dots icon (located on the right-hand border of the Create New Levels window, in the middle) to open the properties pane. The properties pane contains the following tabs:
- Comments
Contains additional details about the record. You can add comments to the space attribute in the edit mode, only.
- Linked Records
Enables you to link records to the space attribute. The functional flow is similar to that of a non-Workflow BP.
- Linked Mail
Enables you to link email to the space attribute. The functional flow is similar to that of a non-Workflow BP.
- Comments
- When finished, click Submit.
- When the log appears, click the refresh icon to refresh the screen. Review your recently created level.
The details of a level:
- Open a level from the log to see the level window. The window is divided into two panes. The left-hand pane contains the following blocks:
- General
- Floor Plan Image
The right-hand pane (properties pane) contains the following tabs:
- Comments
- Linked Records
- Linked Mail
- Audit Log
Lists all the actions taken by a user (Bulk Edit, Create, etc.)
- Level Content
The toolbar options are Edit and the horizontal lines icon drop-down arrow (hamburger icon). Use the hamburger icon to print, view spaces, access help, or close the record. Depending on the availability of associated images, the menu options can change (View Drawing). The View Spaces option enables you to access information about any space associated with the level, if any. Records with associated drawings have a file icon next to the record, on the log.
- If you change or add any information, click Submit to make your changes a part of reference record to the level details or content. Click the Level Content tab to see the details.
To copy an existing level record:
- In User Mode, in the shell, select Space Manager > Levels.
- In the level log, select a level and select Copy. The levels form opens with the information from the original level record.
- Modify the form as needed.
- Click Finish Editing to save the new level record.