Logging In

• Project Portal - 01 - Logging in

  Project Portal Logging In Project Portal Log in Once your user account has been activated, you will receive an automated email containing your temporary password and you will be able to log into your Project Portal. || Note: Your Username will be your email address || Note: Upon logging in, you may change your temporary password in Settings. || Note: Should have issuFeatured

Dashboard

• Project Portal - 02 - Dashboard

  Project Portal Dashboard Dashboard Once you have logged in, you will be greeted by the Project Portal Dashboard: Side Navigation Bar Sites & Buildings – Add & View You can add locations for your surveys here: SurSome readers

• Reissue a Survey

  Reissuing A Survey An existing survey can be re-assigned to another surveyor by using the 'reissue' function. Reissue survey Go to the View Surveys screen Click the 3 dots icon to the left of the survey you wish to reassign Select Reissue Select the surveyor's name from the drop down menu Click the check box if you wish to reset all room statuses to 'not started' (further guidance below) Click Confirm to finish Should I click the checkbox to resetFew readers

Sites and Buildings

• Project Portal - 03 - Sites and Buildings

  Sites & Buildings Sites and Buildings need to be added prior to setting up surveys, the surveys are then linked to the relevant site and building. Sites are set up first, then one or more buildings can be added to a site. Add Sites & Buildings Project Portal Adding New Sites and Buildings Navigate to the Add Sites & Buildings section on the lefthand side of the Project Portal ![Sites and Buildings - Add](https://storage.crisp.chat/users/helpdesk/website/3Few readers

Asset Taxonomies

• Project Portal - 04 - Asset Taxonomies

  Asset Taxonomies Taxonomies are the list of assets that the surveyor will see on their device when conducting their survey. Taxonomies are flexible in Asseticom. You are able to add, edit and delete your own taxonomies. This means, for instance, you can create a separate taxonomy for say a Fire Door Survey, as well as full condition survey and store them in your portal for allocation against your chosen survey as and when you need to. || Note: Asset Taxonomies can be purchased from AsseticoPopular

• Project Portal - 16 - Surveyor Guidance

  Surveyor Guidance The Surveyor Guidance feature allows bespoke text to be assigned at asset level, which will show in the mobile app when a surveyor captures an asset. This can be used to ensure consistency of approach between surveyors, and help them understand the requirements for data capture. Surveyor Guidance is populated in the Asset Taxonomy. To sFew readers

Survey Set Up

• Project Portal - 05 - Adding New Surveys

  Surveys Project Portal Adding New Surveys Adding New Surveys Adding new surveys can be undertaken using the step by step process detailed below. If you already have a survey set-up it might be easier to duplicate that one (see guidance on Duplicate Surveys). ||| Warning: Before adding a new survey you should ensure the following: ||| You have at least one user in the portal with the role of a Surveyor or Lead Surveyor to receive the survey ||| You have at least oSome readers

• Project Portal - 12 - Duplicate Surveys

  Duplicate Surveys When setting up new surveys it can be quicker to simply duplicate a previous survey. || Note: Duplicating a survey will create a new version of the original, including the taxonomy and form field settings, the room schedule and floorplans (including room markers). || Note: Imported assets will not be duplicated || Note: Surveys can be duplicated irrespective of their status (e.g. whether they are Not Started, In Progress or Completed) Duplicate a survey Go to thFew readers

Viewing Surveys

• Project Portal - 06 - Viewing Surveys

  Viewing Surveys Project Portal Viewing Surveys Once a survey has been created, it is able to be viewed by clicking the View Surveys button in the dashboard. This will present a list of surveys that have been created in the Project.Above the survey table there is the ability to: Export Survey List – by clicking the Export Survey List button Filter Surveys – by clicking the Show/Hide Filters button Show and hide columns within the table – **Show/HidSome readers

Syncing Survey Data

• Project Portal - 07 - Syncing Survey Data

  Syncing Survey Data Project Portal Syncing Survey Data Overview Asseticom is designed to operate both online and offline, however it is important to connect to the internet regularly to ensure you receive any surveys that have been assigned to you, and to upload any survey data that has been collected while offline. When working offline all the data and images that are captured will be stored locally on your mobile device. If you lose your mobile device, or unSome readers

Edit Spaces

• Project Portal - 08 - Edit Spaces

  Edit Spaces The spaces (floors and rooms) within a survey can be edited during or after the survey. Project Portal Editing Floors and Spaces Edit Floors Click on the survey in the View Survey screen Navigate to the relevant floor using the drop-down menu at the top Click the Edit Floor button Make changes to the floor name and click Save Floor A message will appear notifying you that the change was successful Edit Rooms ClickFew readers

Editing Asset Data

• Project Portal - 09 - Editing Asset Data

  Editing Asset Data Asset data can be edited in two ways, by editing individual assets in the survey, or exporting data in Excel making changes, then importing it back in. Project Portal Editing Asset Data Editing survey data To edit survey data: Click on the survey in the View Survey screen Select the relevant floor, room and asset Edit the asset information by making changes to the fields Click Save Asset Details A message will appear nPopular

Room Images and 360 Photography

• Project Portal - 10 - Room Images and 360 photos

  Room Images and 360 Photos Two types of room image can be captured and imported into a survey, standard flat jpeg images, or 360 degree jpeg images. To add or edit a room image: Click on the survey in the View Survey screen Navigate to the relevant floor using the drop-down menu at the top, then the relevant room by clicking on the room name. If room images, or 360 images have been captured a button will be visible to view the images. If the 360 Room Images or **Room ImagesFew readers

Project Portal FAQs

This section contains no articles.

• Multi-surveyor Surveys

  Multi-surveyor Surveys Surveys can be assigned to one or more surveys to enable collaborative working. All surveyors contribute to the same survey document, and have visibility of their colleague's progress. The main surveyor is responsible for the entire survey, and will need to submit the final completed survey once the additional surveyors have completed theirs. Assigning multiple surveyors to a survey When adding a new survey, select the 'Main Surveyor' from the dropdown list of sFew readers

• Project Portal - 17 - Survey Tags

  Using Survey Tags 'Tags' can be applied to surveys within the View Surveys screen, they can be used for survey management processes to help identify the stage a survey is at. There are some predefined tags which can be used, or new tags can be created to suit your own processes. Tags can be added, changed or deleted at any stage. Adding a tag To add a tag to a survey, simply Go to the View Surveys screen Click 'add tags' in the Tags column Select one of the existing tags, and pFew readers

• Project Portal - 18 - Set up New User. Explain roles and access rights

  Add new User The Portal Administrator has the role to set up new Users. Navigate to the Users +Add section in the toolbar section, on the lefthand side of the Project Portal Add the new user's Email, First name and Last Name. Click Add User The new user is sent an introductory automated email containing a temporary password and links to access the mobile and deFew readers

• Project Portal - 15 - Reporting: Asset Data

  Reporting: Asset Data Asset data collected in a survey can be easily exported into Excel by following these steps: Export asset data into Excel Go to Reporting > Create in the left-hand navigation bar in the project portal. Select the report type, click Next. The Asset Data report will provide an Excel export of all the asset data in your selected survey(s). Select the Site, Building & Survey you want to report on, then click** Next**. Selecting only the site,Few readers

• Project Portal - 14 - Reissuing surveys

  Reissuing surveys When surveys are set up they are either assigned to a specific surveyor, or unassigned. Only one surveyor can be assigned to a survey. Surveys can be 'reissued' to a different surveyor before, during or after a survey is complete. Reissue Go to the View Surveys screen. Click the 3 dots to the left of the survey you wish to issue to a surveyor. Select 'Reissue'. Select the surveyor's name from the dropdown list. (Optional) you can choose to reset the roomFew readers

• Missing Uploads

  Missing Uploads ||| This article applies to the web application When surveys are completed with data missing, a **red warning triangle icon **will be displayed in the View Surveys screen to inform users of the reason and resolution. Click the icon for further information. Why am I seeing a red warning icon? A warning triangle icon will apFew readers

• QA asset data imports

  QA (Quality Assurance) Asset Data Imports Following the completion of surveys, QA checks can be undertaken and changes made in bulk to asset data. These changes can be imported to update source data. Create an asset data report in Excel (this can be done at site, building or survey level and consolidated into a single worksheet.) See reporting guidance for more information. Make changes to the data in Excel (e.g. spell checks, revise errors or inconsistencies between surveyors, etc)Few readers

• Adding floorplan markers to a survey

  Adding floorplan markers to a survey Adding floorplans and floorplan markers to a survey significantly speed up the survey, and support the surveyor with navigation within the building. The floorplan markers will change colour according to the status of the room, allowing multiple surveyors working on the same survey to see how their colleagues are progressing. When setting up a new survey go to the stage 5 and import a room schedule. This is a list of rooms to include in the survey. If yFew readers

• Form field guidance notes

  Form field guidance notes Enter a short guidance note for form fields to provide additional information to surveyors in the field. This can help drive consistency, and ensure surveyors understand the purpose and application of each data field in the survey. Set up a new survey, continue to stage 3 (form fields). Create or edit a form field. Enter guidance text into the 'Notes' box. (There is a 200 character limit) ![](https://storage.crisp.chat/users/helpdesk/website/-/3/a/4/b/3a4Few readers

• Mandating asset and room images

  Mandating asset and room images Surveys can be configured to ensure surveyors must record images of assets and/or rooms. This can be useful to produce a consistent schedule of images for all assets and spaces that are surveyed. Go to 'Add new survey' in the project portal. Enter the relevant information in stage one of the survey set-up. There are four options with toggles, they are: *Require images for new assets (Surveyor must capture at least one image for a newly captured asFew readers