Your configuration may include fields with a reference to spaces, personnel or assets that have been specially configured by your organization. Info dialog boxes in configured fields (free fields) like these will also give access to any linked CAD Integrator drawings. For more information on linking drawings to floor, see Linking a floor drawing to a floor. For more information on linking people or assets to a space, see Personnel and Assets. |
In order to be able to open a CAD drawing through an info dialog box, the CAD drawing needs to be linked to a relevant floor and space in Planon ProCenter on the selected reference date. Likewise, the people or assets to be viewed, need to be linked to a relevant space. |
There are many practical applications for retrieving CAD drawings through info dialog boxes. For example: employees admitting visitors in the Personnel TSI > Visitors selection level, or employees submitting calls in the Work Orders TSI. They can retrieve relevant CAD Integrator drawings and subsequently share these with visitors or service engineers. The screen prints can help people locate the right space, person or asset. For more information on using the shortcut menu options in the CAD Integrator pane, see CAD Integrator shortcut menu. For more information on using the CAD Integrator toolbar, see CAD Integrator toolbar. |