Creating a Level Record

You can manually create a record or you can copy an existing record to create a new one.

To create a level record manually:

  1. Go to the shell tab, and switch to User mode.
  2. In the left Navigator, select Space Manager, and then select Levels.
  3. From the toolbar in the Levels log, select Create.
  4. In the Create New Levels window, enter the values in the required fields.

    At this point, you are creating the floor details. If the properties pane does not display, select the three vertical dots icon () to open it. The properties pane contains the following tabs:

    • Comments: Contains additional details about the record. You can only add comments to the space attribute in the edit mode.
    • 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.
  5. If you want to include drawing files in the record, select More Actions, select Import drawing file, and select the applicable file.
  6. When finished, select Submit.
  7. When the confirmation message appears, select OK.
  8. When the log appears, select Refresh .
  9. Review your recently created level.

To create a level record by copying an existing level record:

  1. Go to the shell tab, and switch to User mode.
  2. In the left Navigator, select Space Manager, and then select Levels.
  3. In the Level log, select a level record, select the gear menu ( ), and select Copy.

    The Create New Levels window opens with the information from the original level record.

  4. Modify the form as needed.
  5. To save the new record, select Submit.

Last Published Thursday, October 9, 2025