Managing Sites

Within the WillowTwin™ platform, users with Site Admin access can perform a variety of functions to help maintain the information relating to a site, adding and editing users, and ensure teams have access to inspections and scheduled tickets for preventative and on-going maintenance needs.

Specifically, site admins can:

  • Add and edit users
  • Edit site details such as: site info, location, notifications and features
  • Create inspections
  • Create scheduled tickets

Other areas site admins have access to include: Manage floors, Manage connectors, Go to floors, and Manage discipline codes. We will discuss these other areas in the article below; however, it is strongly recommended to not modify any information in these sections without at least consulting with Willow first, otherwise this may affect the performance and usability of your digital twin.

Site Details

Site admins can update basic information related to a site at any time by navigating to the location within the admin area of the platform.

  1. From the main menu button, click Admin
  2. From the Portfolios menu, hover over and click the Manage sites Manage_sites_button.PNG button in the bottom right corner of the Portfolio card
    1. Depending on the configuration of your platform:
      1. If your platform has more than one portfolio, some users may also need to select the appropriate portfolio first
      2. Portfolios may contain multiple buildings, some users may have access to more than one site
  3. Click on the Site card from the selected portfolio menu

A window will open on the right side of the screen where basic site details can be updated, at the top of the window are a series of buttons that can be used to navigate to other site administration functions, below those are the details, most of which can be updated if necessary.


Site Info 

  • Site Name - update the name for the site if this has changed
  • Site Code - cannot be edited
  • Type - select the most appropriate type for the location from the list
  • Status - select the most appropriate current status for the site
  • Size - enter a value for size of the location, note this is a text field so any value can be entered, and it is recommended to add a unit for easy identification


Site Location

  • Address - enter an address for the location, note this is a text field
  • Suburb - enter a suburb to further identify the location, if necessary
  • State - enter the state, province or area the site is located, note this is a text field
  • Country - select the country the site is located in
  • Latitude - enter the latitude for the site, note this will affect the Portfolio view if modified
  • Longitude - enter the longitude for the site, note this will affect the Portfolio view if modified
  • Timezone - select the timezone for the site from the list


Site Notification

Site_notification.PNG Here users can select the most appropriate workgroup to receive email notifications with the previous day's inspection summary. This will include a count of completed inspections, a list of overdue checks, and notes and alerts from any inspections. 

Because only one workgroup can be selected here, it may be beneficial to create a workgroup specifically for the purpose of receiving this notification.



Depending on how your platform was setup, a number of features may have already been enabled, options that can be enabled or disabled here include:


  • 2D viewer
    • Allows users to view floor plans and other added layers of equipment and assets as 2D images
  • Insights
    • Are collections of information such as: faults, alarms and inspection results that could indicate potential issues with pieces of equipment that may need inspection or repair.
  • Reports
    • This will enable a tab to appear in the menu bar of the Command area of the platform to view pre-built reports
  • Ticketing
    • Allows site admins and users access to use the ticketing feature to create and assign tickets to repair issues with equipment

Manage Users

Clicking the Manage Users button will take you to the Users section of the Admin area where admins can create and edit users of the platform. For more information on creating and managing users, please see the article: Create & Edit Users.


Manage Floors

These feature is used to Add, Edit or Delete floors from your digital twin; as such, this is not an administration function that would require regular service. This is typically used by the Willow team to setup your digital twin; however, it may be used if there is a need to rename a floor.


Navigate to this feature by clicking the Manage Floors button at the top of the site details window.

To Add a New Floor:

  1. Click Add floor
  2. Enter a Floor code - max. 10 characters
  3. Enter a Floor name - max. 10 characters
  4. Click Save

To Edit a Floor:

  1. Click on the floor row from the main list
  2. Edit the Floor code or Floor name - max. 10 characters
  3. Click Save

If there is a need to, the sort order of the floors may be changed as well, from the main floor list, click either the up or down arrows Sort_order.PNG to move a floor either up or down the list.

To Delete a Floor:

  1. Click on the floor row from the main list
  2. Click Delete floor

Manage Connectors

Due to the technical nature of the information in this area and the ability for data to be accessible within your digital twin, it is strongly recommended to not edit any fields in the Manage Connectors area without consulting Willow first. 

Connectors allow for the passing of data from data from other applications to your digital twin, and is an essential piece in the ability to see live data in the WillowTwin™ platform. The manage connectors area is where users can add new connectors, as well as edit the details and information related to existing connectors. 


On the left side of the screen is the list of existing connectors within your digital twin. From here users can click on a connector to review the configuration, again it is strongly recommended to not modify these details unless necessary.

There is an option at the top to enable/disable a connector, this can be useful to disable any connectors when there will be a known OT network outage. This will prevent our software from trying to collect data when nothing is available, which could trigger alarms to our support team. Once the network outage is over, the connectors could be re-enabled to allow for the data collection to continue. 


To the right, users will see an area for any Logs that may have been generated and an option on the far right to export a log for further review if needed. Also here is an option to run a Scanner to see 

Go to Floors

From the Go to Floors feature, users have the ability to modify the layers (or images) and add/edit equipment tags that are used for the 2D and 3D floor views that are accessible from the Command Dashboard.


It is strongly recommended to consult with the Willow team prior to making any edits or adjustments in this area, as it may adversely affect the performance of your digital twin.


When the Go to Floors button is clicked, the initial window will be blank, users will need to select a floor from the floor drop-down near the top left.

  1. Click Go to Floors
  2. Select a floor from the floor drop-down
  3. Expand the options in the Layers panel
    1. Click the Trash can icon to remove a layer
      1. Your platform can be configured to restrict the ability to delete these layers
    2. Click the + to add a new layer
  4. From the Asset panel on the left, search for or browse the Category and Subcategory folders to find assets
    1. Click and drag an asset from the panel to the 2D view to add a tag/location on the floor view image

Manage Discipline Codes

Discipline codes are related to the Level images we just discussed in the last section. Here users can add, edit and delete the discipline codes that could be seen in the 2D and 3D floor views. 


Again, caution should be used here, consult with the Willow team prior to making any changes, so as not to affect the usability of your digital twin.


Adding New Disciplines

  1. Click Manage discipline codes
  2. Click either the Disciplines 2D or Disciplines 3D tab, depending on which you are adding
  3. Click Add discipline near the top right
    1. Add a Discipline Name (required)
    2. Add a Discipline Code (required)
    3. Add a Group (optional)
    4. Select if this discipline should be Deletable
    5. Click Save
    6. To change the sort order of codes, click the up/down Sort_order.PNG arrow on the far right

Editing or Deleting Disciplines

  1. Click Manage discipline codes
  2. Click either the Disciplines 2D or Disciplines 3D tab, depending on which you are adding
  3. Expand the group(s) where the existing discipline is located under
  4. Click on the discipline, in the window that opens
    1. Edit the field(s) that require changes OR
    2. Click Delete discipline
      1. A discipline cannot be deleted if it is being used or has a module assignment
  5. Click Save
  6. To change the sort order of codes, click the up/down Sort_order.PNG arrow on the far right
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