Pin to Plan in Publication Space

Any form within RIB CX can be pinned to a plan in the Publication Space, once the configuration has been set click here for set up.

How to Pin to Plan

1. Select the plan you wish to add a pin to.

2. Select the Mark Up tool.

3. Click on the Pin to Plan Icon.

4. Move your mouse to the location on the plan and press Click to drop the pin.

Then move the mouse to where you want to add the pin and click on the drawing to drop the pin

The Create New pop up will appear.

Create New

In the new window pop up you can create new either by:

1. Clicking on the drop down and selecting a document type.

2. Clicking on one of the recently created forms.

3. Drill down through the folders to find the form you want to pin.

The form you select will open in a pop up window. Fill in all the details and once submitted will appear on your plan. In this example a defect form was pinned to the plan.

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.

Associate

1. Click on Associate.

2. Place a tick on the check box of the form/s you want to associate from the Recent > Created / Modified / Viewed section.

3. Click Save.

4. Or Search, enter your search criteria.

5. Click on Search.

6. Select the forms from the Search Results window. (hold shift key down to select more than one)

7. Click on Add. The forms will be added to the Documents to Associate window.

8. Click on Save.

9. The form type will display above the pin. In this example we pinned an RFI.

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

Plans Report / 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.

RIB CX Knowledge base