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 of the pin to plan feature is based on which plans or drawings you wish to add Pins to.
The two options available are
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
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
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.
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)
If you click on the ... icon at the top you can filter the issues tab in a number of different ways
You can also group the issues tab in different ways
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
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
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
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
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
Folder history now records when a folder is moved
From this release you will be able to retire a single revision from the revision history of a drawing.
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.
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.
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;
This tab will display any specific plans you have configured under the plans configuration.
Will give you quick access to the publication space to find any drawings you with to add pins to.
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.
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).
You can filter the pins shown on the drawing preview by clicking on the Filter icon
Filtering options available are
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
Click here to learn about configuring and printing QR codes
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
As a QR code is linked to an user field option, you can;
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.
Now you can give your own custom name to photos or attachments taken on the iTWO cx app.
You can now mark up drawings in landscape mode.
Searching in the Publication Space has been enhanced to include searching on text 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.
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
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
|Form type admins can set this option.|
With this release, these additional actions will be logged under the user's history.
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.
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
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.
You can now login using your company account for single sign on from our home page http://au.itwocx.com/
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
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
Learn about how to use QR Codes here
With this release comes a new admin tool to manage your companies users.
You can find this tool under your company details page.
The tool gives you an overview of the users in your company and displays
The tool also allows you to
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.
You can now configure a quick close button for tender clarifications so they can be closed in one click.
|To configure a quick close button you need to be a document type admin|
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.
When a package you are viewing is closed, with this release, the tender dashboard will remain on the page you were on.
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.
The package history has been improved to display the date and time when bids for a locked box tender package becomes available.
You can now export the salaries and wages on a control sheet to excel.
Added a new configuration option for Variations: Show Linked Budget Line Column.
If checked, the variation will display an extra column to a variation which allows headings / rows to select a budget line item from a drop down.
Then when using the allocate to budget utility, it will default based on these selected lines.