Classic Explorer

The WillowTwin™ for Real Estate platform has the ability to provide users with a wealth of information related to the pieces of equipment in their building. Users may have a need to search or browse for the twins that have been loaded into their platform whether this is to see important operational information on selected assets, reviewing equipment documentation, seeing where exactly the equipment resides on a floor, or to see the historical operation, insight or ticket history for equipment. The Search & Explore areas of the platform provides users with the ability to complete these searches and review this information. 

The classic explorer feature provides a different experience from the new explorer area, though the general concept of the two features are the same. 

Navigating to Classic Explorer

Users can access the classic search and explore area from either the main menu or from the site view of their building dashboard, both navigation options will take users to the same classic search and explore interface.

From the main menu

  1. Click the menu button  menu_button.PNG
  2. Click the drop-down arrow to the right of Search & Explore
  3. Click Classic Explorer
    1. Depending on your platform configuration, a 'BLDG' view may automatically load, providing users the ability search assets in the entire building

From the building dashboard

  1. If not already on it, click the Site View button  Site_view_button.PNG
  2. Click the floor selector drop-down field Floor_selector.PNG then select the floor/level the asset resides on
    1. Alternately, click the floor/level in the 3D building model, then click the Go To 'X' button Go_to_Floor.PNG in the top right corner of the 3D building model panel
      1. Note: this method will only allow users to search assets from the selected floor

Overview

The classic explorer interface is broken in to 4 primary areas (pictured below)

  1. Asset panel
    1. Its from the Asset panel on the left side of the screen that users can search for assets in their platform by name (or partial name)
    2. Users can also browse various categories and sub categories when either further narrowing larger lists of search assets or looking for assets when the name is unknown
  2. Floor plan view
    1. The floor plan view provides users visual context of the floor or building, and more specifically the location of the equipment they are searching for. Here they may see 2D or 3D floor plans, and interact with these views to help understand the location if they need to go to the physical space.
    2. When assets are searched and selected from the asset panel, the 3D floor view will zoom in and center over the location of the selected asset if the appropriate layer (discipline has been enabled), to enable/disable layers:
      1. Click the eyeball icon  
        1. When highlighted green layer_enabled.PNG the layer is enabled 
        2. When greyed-out with a strikethrough layer_disabled.PNG the layer is disabled
  3. Layers and Information panel
    1. This panel will dynamically update depending on how the user interacts with classic explorer. By default, this will initially display a list of layers (or disciplines) that can be enabled or disabled to show collections of equipment on the 2D or 3D floor view, this will change to display the asset details that have been uploaded to the platform for a searched and selected asset
      1. This could include information like manufacturer specs, warranty information, documentation, and more
    2. Also, when users navigate to other areas available from the side menu, this area will display the information associated with the selected area
  4. Side menu
    1. From here users can toggle the view of the 2D/3D floor view and the information displayed in the layers and information panel when navigating to Time Series, Insights, Tickets in progress, History, or Relationships menu options

Main_interface_2.png

Note: the side menu (4), will initially be collapsed and only show the Layers menu icon, other menu options will appear once a searched asset has been selected. 

Searching Assets

When users need to find the physical location of an asset or review important information related to the asset's specifications or history, they can complete a search by

  1. Click into the Search field
    1. Type the full or partial name of the asset being searched
  2. Alternatively, click the Category drop-down and select the appropriate value from the list, a Sub category field will appear below to further browse assets
  3. Click the Sub category drop-down and select the appropriate value from the list 
    1. Depending on the configuration of your platform, additional sub category fields may also appear below to further narrow the list
  4. A list of twins that match your search value or the selected category and sub category selections will appear below, scroll through the list and click on an asset to view its location and additional details
    1. The search field and category/sub category fields in steps 1-3 can be used in conjunction with each other to further narrow larger lists of assets if needed

Viewing Search Results

Once an asset has been selected from the asset panel on far left, users will see a few changes

  1. Floor view
    1. If the appropriate layer (discipline) has been enabled that matches the selected asset, the 3D floor view will zoom in and center over the asset. For example, if a water valve is selected, you would need the appropriate plumbing layer enabled to see it on the 3D floor view. Users can interact with the model by
      1. Left click and drag on the image to tilt/turn the 3D model
      2. Right click and drag to pan the image left, right, up or down
      3. Zoom in/out using the scroll wheel on their mouse
      4. A menu bar at the bottom of the 3D floor model allows for other interactions as well and is discussed in more detail in the user guide article 'Floor View Tips and Tricks'
  2. Layers and Information panel
    1. Will expand and display any asset detail information that has been uploaded to the platform
      1. This information will vary depending on the asset and what was uploaded, but it could include manufacturer information, installation dates, warranty information, operational specs, documentation and more
        1. Attached files will appear at the bottom of this window (users may have scroll down), if any files are attached, click on the file in the window to open it in a new browser screen
  3. Side Menu
    1. Additional menu icons may appear (unless a previous search was completed, otherwise these will already be visible), these can include time series, insights, tickets in progress, history, and relationships
      1. Clicking the Time Series icon will open a mini-time series view for the asset. From here users can enable different data points and adjust the reporting period to view the historical operation of the equipment
        1. This option will only appear for assets that report live data
      2. Clicking Insights will show the user any open insights associated with the selected asset, clicking on the insight will open the details for review and possible action (if no actions have already taken place)
      3. Clicking Tickets in progress will display the list of any currently open tickets associated with the asset. Clicking on a ticket will open a window displaying the ticket details
      4. Clicking History will display a history of all closed insights and tickets, as well as any inspections associated with the asset
      5. Clicking Relationships will display a list of any relationships between the asset and other twins in your platform

Seach_results.PNG

 

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