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View Location Details and Associated Tool Items

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Background

View the location details and associated items using the Locations tool. The Location Details View provides a comprehensive view of location information, including associated tool items. Using the Location Details View, you can:

  • Select a location to view its name, code, and hierarchy path alongside associated project data.

  • View tagged photos and documents associated with the selected location.

  • View associated tool items for the following tools with key metadata including due date, assignee, status, and name:

    • Action Plans

    • Coordination Issues

    • Incidents

    • Inspections

    • Observations

    • Punch List

    • RFIs

    • Submittals

Note: You can configure which tool items you want to see in the Location Details View pane. See How do I Configure Locations Table and Details View? for information on how to set the Details View in the Locations tool.

Things to Consider

Steps

  1. Navigate to your project's Locations tool.
    The Locations page appears with the List View by default.
    Note: You can configure which table view and table column names you want to see in the Locations table.

  2. Select a location from the List view or Tree view table.
    The Location Details View pane appears with the following tabs on the right side:

    1. Items: By default, the Items tab is selected. This tab shows the count of associated items and a list of items under each tool with key fields for the selected location.

    2. Photos. When clicked, this tab shows photos associated with the selected location.

    3. Documents: When clicked, this tab shows tagged drawings or documents associated with the selected location.
      Note: Tagged documents are displayed if the locations are linked to the documents in Document Manager.

  3. Using the Items tab, do the following:

    1. Click theIcon Arrow Expandicon to view associated items for the following tools with key metadata including due date, assignee, status, and name:
      Action Plans, Coordination Issues, Incidents, Inspections, Observations, Punch List, RFIs, and Submittals.
      Note: You can filter associated items by status and assignee for faster navigation.

    2. Turn on the Include Sub-locations toggle if you want to view associated tool items for the sub locations.

  4. Click the Photos tab to browse and see associated photos to the location.
    The photos are sorted by most recent date in a Timeline view. You can click on the desired photo to view its information.

  5. To view Location Details in full screen for the selected location, click the Icon Go To Details icon on the top right of the pane.

  6. To edit the selected location details, use theIcon Edit2icon on the right pane. See Edit Locations.

  7. To print a QR code of the selected location, click the Icon Qr Mobile icon on the right pane. See Print a Location QR Code.

See Also