| Table of Contents |
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Publication Space
Pin to Plan
The pin to plan feature has been improved and upgraded with this release. Now you can add a pin to a drawing on the online version of iTWO cx. Not only that we now also support adding any form type as a pin to a drawing. The sections below will give you an overview of how to set up and add pins to drawings.
Configuration
Configuration of the pin to plan feature is based on which plans or drawings you wish to add Pins to.
The two options available are
- Allowing pins on any plan (on the publication space).
This option will allow the user to add a pin to any plan on the publication space as long as they have access to it and to mark it up
- Allow pins on any specific plans
When this option is set you will need to add the plans you wish to use for adding pins.
Click here to learn more about configuring this option
Select the required option by picking one from the drop down
Adding Pins
Once the configuration has been set you can add pins by opening a document and then clicking on the mark up option
Then select the Pin option in the toolbar
Then move the mouse to where you want to add the pin and click on the drawing to drop the pin
This will pop up the new form creating window.
The window will show you the most recently created 5 form types for quick access to create forms you most often do.
Otherwise, you can search for the form type you wish to create or select it from the menu
Once the form is saved, the pin will be shown as shown below.
The little tag shows the form type code so you can quickly identify what type of form the pin is linked to.
You can click on the pin to view the form or hover over it to get a quick preview.
Issues tab changes
All pins added will be shown on the issues tab. By default, the pins will be shown grouped by their form type
Below is an overview of the information shown in the issues tab
The Status pill can be shown in red(open status), green (closed status)
Filter the issues tab
If you click on the ... icon at the top you can filter the issues tab in a number of different ways
- By form - type by typing the form type name in the search box
- Status - by ticking on the status tickbox
You can also group the issues tab in different ways
- By Page number
- Reviewer
- Form type
Move pins
If you added a pin in the wrong position or you wish to adjust its location, you can do so by clicking on the move pins icon in the mark up toolbar
Reporting / Printing.
You can generate a report of the pins on the form by clicking on Print revisions
The new window that pops up will show you all the form types that have been added as pins to include in your report.
Select the ones that you require and click download
The report will include the pins and their reference number.
The detailed report shows the comments as shown below
Hide the spit button from Transmittals and Distribution Transmittals
A new setting has been added to support hiding the Split button from TX and DTX's.
This can be found on the Publication Space > Settings tab
Configure Quick Close
You can now configure a quick close button against a Closed status in the publication Space. Quick close buttons allow you to close a document with a single click.
The quick close option will then be shown on Transmittals and Distribution Transmittals. Quick close
Allow company codes to be configured in the Transmittal reference number
You can display the From-To company codes in TX and DTX references numbers by configuring them
The option can be found in Publication Space Settings > Transmittals
Then tick either From or To or both as required
Additional folder history logs
Folder history now records when a folder is moved
Mobile
Pin any form to a plan
With this release of the mobile application, we have extended the ability to add a pin to a plan by supporting adding any form type as a pin on a drawing.
Configuration
For details of configuration and set up, click here.
The configured plans on the online version of iTWO cx are what will be used on the mobile application as well.
Drawings Tab
We've also added a new tab to the home screen to allow you quick access to configured plans right from the home screen of the app.
This screen has been divided into two parts;
- Plans
This tab will display any specific plans you have configured under the plans configuration.
- Publication Space.
Will give you quick access to the publication space to find any drawings you with to add pins to.
Adding a pin
From Drawings tab
If specific plans have been added in the configuration, these plans will be shown in the Plans tab in the Drawings section.
To add a pin, open the drawing
Click on the mark up tools and select the pin icon
Then tap on the relevant location on the drawing to add the pin
This will pop up a screen that shows you the most recently created form types
You can also search for the form type you wish to add as a pin
Select the form type you wish to add as a pin and submit that form.
View a pinned form
To view a pinned form simply tab on the pin that you wish to view.
Each pin displays the form type code to give you an indicator as to what type of form it is. Eg DEF (for Defect).
Filter pins
You can filter the pins shown on the drawing preview by clicking on the Filter icon
Filtering options available are
- By status
- And form type
Move Pins
You can also reposition already added pins by selecting the move option from the mark up tools
Which shows you the pins in their movable state. From here you can drag and drop the pins to the location you require.
Click save to save your changes
QR code support
Configuration
Click here to learn about configuring and printing QR codes
Using QR codes on Mobile
QR codes on mobile can be used to create forms with data linked to the QR code you have scanned. You can also use QR codes to load a list of forms that are filtered to the data on the QR code you've scanned.
To scan a QR code click on the scan QR code icon to load your camera
Then scan the QR code
Once the code has been scanned it will display the information associated with that QR code, such as
- The form type and
- the user field information
As a QR code is linked to an user field option, you can;
- Create a new form - a form type that is linked to the QR
- Load a list of forms - for the User field option you scanned.
Single Sign-on (SSO support)
With this release, you can use your company account to log in to iTWO cx.
To do this, on the login page of the app, click on the Login with company account button.
This will redirect you to the Microsoft login page. From here follow the prompts to enter your company login details.
Custom file names for attachments
Now you can give your own custom name to photos or attachments taken on the iTWO cx app.
- When you take a photo using the app, it will automatically prompt you with a dialogue box to enter a custom file name.
- Once done, click save
Support for marking up in landscape mode
You can now mark up drawings in landscape mode.
Search text fields in the Publication Space
Searching in the Publication Space has been enhanced to include searching on text fields
Support for locked after first set/submit for GPS fields.
Coordinate/GPS user fields will now support the locked after first set/submit option.
This will mean the data in the GPS field will not be editable manually online or on the mobile app.
Core
Display email when importing users.
When you are importing users from the company details page, the details for the users will now include, the users name, email address, whether they exist on the current project or not and their account status
Hide Split button
Added a new form type config option under Split to "Hide Split button". When ticked the split button will be hidden from this form types toolbar
| Info |
|---|
| Form type admins can set this option. |
Additional history logging when a user account is edited
With this release, these additional actions will be logged under the user's history.
- Who created the user
- Which email the user was sent an activation email to
- Changes to notification settings
- Password reset emails, record the address is was sent to and delivery failures
- Changes to or Creation of user linking
- Changes to the email address or other user details
- When creating a user and sending an account activation email, record the address is was sent to and delivery failures\
- Any changes to the other options area under the user account Options section
Support copying a Correspondence Workflow.
On the workflow list page, you can now use the Copy option to duplicate an existing workflow.
This should create a brand new workflow with all the details from the original one copied over to the new one.
Added Select all option for thumbnail view of attachments
A select all tickbox has been added to the thumbnail view to support select all the attachments for ease of downloading them.
A tickbox and a download button also appears when you hover over a single attachment to support ticking that
Create and Add another user
When adding a new user to a company, you can optionally continue to add more users by ticking the Create Another tickbox
If you are adding a user to multiple companies, the option will appear once the user has been added.
Supporting Single Sign-on login from the home page
You can now login using your company account for single sign on from our home page http://au.itwocx.com/
Better auditability for document list and attachment list user fields on a table
We've improved the history logging for these 2 user field types by recording the user field name and the row for which a change was made.
For eg a related document was added or a related attachment was removed
Create QR Codes
We've add a new Print QR Code button for all user fields with options (Casc, Select, Radio, Checkbox)
It allows the user to pick which options to create a QR code for.
You can print 1, 10 or 30 QR codes per page
A sample of what each QR code looks like is provided below.
It shows the
- UF description,
- Proj Name,
- Doc type name and
- UF name
Learn about how to use QR Codes here
Tenders
Export Questions and Answers thread to Package report.
All tenders packages can now export the questions and answers thread by clicking on the package PDF button on the progress tab of a package.
The Q&A threads will be added to the package PDF.
Quick close for tender questions (clarifications)
You can now configure a quick close button for tender clarifications so they can be closed in one click.
| Info |
|---|
| To configure a quick close button you need to be a document type admin |
Ability to save package changes
Previously when the details of a package were changed, you were forced to notify the bidders. This was not required in some scenarios. We've not added a save changes button on the package details tab.
This will allow you to change the package details and save it, without notifying the bidders
You are still required to provide a reason for your changes for auditability purposes.
Return to current page when a package is closed
When a package you are viewing is closed, with this release, the tender dashboard will remain on the page you were on.
Closed tender packages to display closed date
Previously, a tender package that was closed would display the closing date column in negative days. This has been changed to display the date the package was actually closed.
Package logs improved to show locked box availability
The package history has been improved to display the date and time when bids for a locked box tender package becomes available.
| Table of Contents |
|---|
Publication Space
Pin to Plan
The pin to plan feature has been improved and upgraded with this release. Now you can add a pin to a drawing on the online version of iTWO cx. Not only that we now also support adding any form type as a pin to a drawing. The sections below will give you an overview of how to set up and add pins to drawings.
Configuration
Configuration of the pin to plan feature is based on which plans or drawings you wish to add Pins to.
...
Select the required option by picking one from the drop down
Adding Pins
Once the configuration has been set you can add pins by opening a document and then clicking on the mark up option
...
You can click on the pin to view the form or hover over it to get a quick preview.
Issues tab changes
All pins added will be shown on the issues tab. By default, the pins will be shown grouped by their form type
...
The Status pill can be shown in red(open status), green (closed status)
Filter the issues tab
If you click on the ... icon at the top you can filter the issues tab in a number of different ways
...
- By Page number
- Reviewer
- Form type
Move pins
If you added a pin in the wrong position or you wish to adjust its location, you can do so by clicking on the move pins icon in the mark up toolbar
Reporting / Printing.
You can generate a report of the pins on the form by clicking on Print revisions
...
The detailed report shows the comments as shown below
...
Hide the spit button from Transmittals and Distribution Transmittals
A new setting has been added to support hiding the Split button from TX and DTX's.
This can be found on the Publication Space > Settings tab
...
Configure Quick Close
You can now configure a quick close button against a Closed status in the publication Space. Quick close buttons allow you to close a document with a single click.
The quick close option will then be shown on Transmittals and Distribution Transmittals. Quick close
...
Allow company codes to be configured in the Transmittal reference number
You can display the From-To company codes in TX and DTX references numbers by configuring them
...
Then tick either From or To or both as required
...
Additional folder history logs
Folder history now records when a folder is moved
...
Mobile
Pin any form to a plan
With this release of the mobile application, we have extended the ability to add a pin to a plan by supporting adding any form type as a pin on a drawing.
Configuration
For details of configuration and set up, click here.
The configured plans on the online version of iTWO cx are what will be used on the mobile application as well.
Drawings Tab
We've also added a new tab to the home screen to allow you quick access to configured plans right from the home screen of the app.
...
Will give you quick access to the publication space to find any drawings you with to add pins to.
Adding a pin
From Drawings tab
If specific plans have been added in the configuration, these plans will be shown in the Plans tab in the Drawings section.
...
Select the form type you wish to add as a pin and submit that form.
View a pinned form
To view a pinned form simply tab on the pin that you wish to view.
Each pin displays the form type code to give you an indicator as to what type of form it is. Eg DEF (for Defect).
Filter pins
You can filter the pins shown on the drawing preview by clicking on the Filter icon
Filtering options available are
- By status
- And form type
Move Pins
You can also reposition already added pins by selecting the move option from the mark up tools
...
Click save to save your changes
...
QR code support
Configuration
Click here to learn about configuring and printing QR codes
...
Using QR codes on Mobile
QR codes on mobile can be used to create forms with data linked to the QR code you have scanned. You can also use QR codes to load a list of forms that are filtered to the data on the QR code you've scanned.
...
- Create a new form - a form type that is linked to the QR
- Load a list of forms - for the User field option you scanned.
...
Single Sign-on (SSO support)
With this release, you can use your company account to log in to iTWO cx.
...
This will redirect you to the Microsoft login page. From here follow the prompts to enter your company login details.
...
Custom file names for attachments
Now you can give your own custom name to photos or attachments taken on the iTWO cx app.
- When you take a photo using the app, it will automatically prompt you with a dialogue box to enter a custom file name.
- Once done, click save
...
Support for marking up in landscape mode
You can now mark up drawings in landscape mode.
...
Search text fields in the Publication Space
Searching in the Publication Space has been enhanced to include searching on text fields
...
Support for locked after first set/submit for GPS fields.
Coordinate/GPS user fields will now support the locked after first set/submit option.
This will mean the data in the GPS field will not be editable manually online or on the mobile app.
...
Core
Display email when importing users.
When you are importing users from the company details page, the details for the users will now include, the users name, email address, whether they exist on the current project or not and their account status
...
Hide Split button
Added a new form type config option under Split to "Hide Split button". When ticked the split button will be hidden from this form types toolbar
...
| Info |
|---|
| Form type admins can set this option. |
...
Additional history logging when a user account is edited
With this release, these additional actions will be logged under the user's history.
- Who created the user
- Which email the user was sent an activation email to
- Changes to notification settings
- Password reset emails, record the address is was sent to and delivery failures
- Changes to or Creation of user linking
- Changes to the email address or other user details
- When creating a user and sending an account activation email, record the address is was sent to and delivery failures\
- Any changes to the other options area under the user account Options section
...
Support copying a Correspondence Workflow.
On the workflow list page, you can now use the Copy option to duplicate an existing workflow.
This should create a brand new workflow with all the details from the original one copied over to the new one.
...
Added Select all option for thumbnail view of attachments
A select all tickbox has been added to the thumbnail view to support select all the attachments for ease of downloading them.
A tickbox and a download button also appears when you hover over a single attachment to support ticking that
...
Create and Add another user
When adding a new user to a company, you can optionally continue to add more users by ticking the Create Another tickbox
...
If you are adding a user to multiple companies, the option will appear once the user has been added.
...
Supporting Single Sign-on login from the home page
You can now login using your company account for single sign on from our home page http://au.itwocx.com/
...
Better auditability for document list and attachment list user fields on a table
We've improved the history logging for these 2 user field types by recording the user field name and the row for which a change was made.
For eg a related document was added or a related attachment was removed
...
Create QR Codes
We've add a new Print QR Code button for all user fields with options (Casc, Select, Radio, Checkbox)
...
Learn about how to use QR Codes here
...
Tenders
Export Questions and Answers thread to Package report.
All tenders packages can now export the questions and answers thread by clicking on the package PDF button on the progress tab of a package.
The Q&A threads will be added to the package PDF.
...
Quick close for tender questions (clarifications)
You can now configure a quick close button for tender clarifications so they can be closed in one click.
| Info |
|---|
| To configure a quick close button you need to be a document type admin |
...
Ability to save package changes
Previously when the details of a package were changed, you were forced to notify the bidders. This was not required in some scenarios. We've not added a save changes button on the package details tab.
...
You are still required to provide a reason for your changes for auditability purposes.
...
Return to current page when a package is closed
When a package you are viewing is closed, with this release, the tender dashboard will remain on the page you were on.
...
Closed tender packages to display closed date
Previously, a tender package that was closed would display the closing date column in negative days. This has been changed to display the date the package was actually closed.
...
Package logs improved to show locked box availability
The package history has been improved to display the date and time when bids for a locked box tender package becomes available.
...