Managing Sites

Users with 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. When it comes to managing site within the WillowTwin™ for Real Estate platform, the majority of work will typically be focused around creating and editing ticket schedules and inspections, however, there are additional areas that pertain to site management which is the primary topic of this article. 

As discussed in the Create and Edit Users article, there are varying levels of admin access, the information covered in this article can be performed by any admin user, whether they are a super user, portfolio admin, or site admin.

While admins do have access to the areas discussed in this article, it is strongly recommended to not modify any information in these sections without at least consulting with Willow first, as some changes may affect the performance and usability of your digital twin.

Navigating to Site Management

  1. Click the main menu menu_button.PNG button in the top left
  2. Click Admin
  3. Hover over the portfolio tile, then click the Buildings icon buildings_button.PNG
  4. Click the icon in the bottom right corner of the building card OR click the building tile to open a side window with the same menu options at the top

Site_admin_options_-_Building_card.png     Manage_Site_main_page.PNG

Site Details

The basic site details found on the initial site page contains descriptive and geographic location information that will typically be entered by the Willow team during the implementation process. While most of this information can be edited, there will probably little need to do so; this detail includes:  

  • Site Name
  • Site Code (cannot be edited)
  • Type
  • Status
  • Size (this is a text field, if editing it is recommended to add a unit for easy identification)
  • Address 
  • Suburb
  • State 
  • Country 
  • Latitude
  • Longitude
  • Timezone

Site Notification

Site_notification.PNGThe site notifications option allows users to receive a daily email 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. From the drop down field, select the most appropriate workgroup to receive these emails.

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

Features

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

Site_Features.PNG

  • 2D viewer
    • Allows users to view floor plans and other added layers of equipment and assets as 2D images
      • This requires 2D floor plan images to be uploaded to your platform
  • 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
      • This requires equipment sensors and or integrations with other applications
  • Reports
    • This will enable the Reports menu option in the main menu, this will be enabled if/when the Willow team has built custom reports outside of the standard dashboard offerings
  • Ticketing
    • Allows site admins and users access to use the ticketing feature to create and assign tickets to repair issues with equipment
      • This does not include Scheduled tickets, which needs to be enabled by the Willow team

Manage Users

Manage Users is used by administrators to add, edit or possible delete users, workgroups and requestors for the site. Depending on the users level of admin access, there may be limitations in how new users can be added. For example, a user with Site Admin access can only add new users to the site(s) they have admin access to, and they cannot add users with higher permissions than themselves.

  1. Click the Manage Users button Manage_Users.PNG to go the the Users tab of the admin area of the platform 
    1. Perform the user admin functions as discussed in the Create and Edit Users or Requestors and Workgroups articles

Manage Floors

Manage floors is used to add, edit or delete floors from your digital twin. These functions are typically performed by the Willow team during the setup your digital twin; as this is not a function that would require regular service, admin users may use this if there is a need to rename a floor.

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

To Add a New Floor:

  1. Click Add floor Add_Floor_button.PNG 
    1. Enter a Floor code - max. 10 characters
    2. Enter a Floor name - max. 10 characters
  2. Click Save
  3. Click the back arrow Back_arrow.PNG near the top left to go back to the main site admin page

To Edit a Floor:

  1. Click on the floor row from the main list
    1. Edit the Floor code or Floor name - max. 10 characters
  2. Click the up or down arrow Sort_order.PNG on the far right of the floor row to change the order of floors
    1. Note: this will change the display order in the floor selector drop-down field and the 3D model displayed on the building dashboard
  3. Click Save
  4. Click the back arrow Back_arrow.PNG near the top left to go back to the main site admin page

To Delete a Floor:

  1. Click on the floor row from the main list
  2. Click Delete floor
  3. Click the back arrow Back_arrow.PNG near the top left to go back to the main site admin page

Manage Connectors

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™ for Real Estate platform. The manage connectors area is where users can add new connectors and edit information and settings for existing connectors as well as edit the details and information related to existing connectors. 

The adding of new connectors will typically be performed with the assistance of the Willow team and will not be covered in this article. 

Editing Connectors

  1. Click the Manage Connectors button Manage_Connectors.PNG
  2. From the list of connectors on the left side of the screen, click the connector to view/edit
  3. Edit the fields on the left side of the screen as needed
    1. Caution should be taken when editing these fields so as not to break the connection. It is strongly recommended to consult the Willow support team for assistance if there is a need to make modifications
  4. Click Save connector once all edits have been made

At the top of the list of fields is an option to Enable or Disable the connector. This can be a useful feature to use when there will be a known OT network outage. Disabling a connector will prevent our software from trying to collect data when nothing is available, which could in turn 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. 

Manage_Connectors_2.png

Also on this page, from the Logs tab, users can see any logs that may have been generated, along with an option on the far right to export the log Export_log_icon.PNG for further review if needed. From the Scanner tab, users can view details related to the scans that have taken place.  

Go to Floors

The Go to Floors area is used to modify the layers (level images/models) seen on the 2D and 3D floor plan views, as well as adding/editing zones and equipment tags on the 2D floor plan view, which can be seen when the Classic Explorer area of the platform. Equipment tags are a great way to let users see the location of important or critical assets or pieces of equipment on the 2D floor view.

Caution should be taken here as accidentally deleting a layer image may affect your users ability to view and properly navigate the 2D or 3D floor plan views. 

Navigate to this area by clicking the Go to Floors button Go_to_Floors.PNG

Adding new Level Images (2D) or Models (3D)

  1. Select a floor from the floor drop-down near the top left
  2. In the Layers panel to the right of the floor view, click the right pointing arrow Right_arrow.PNG to expand the Layer Images (2D floor view) or Models (3D floor view) options
  3. Click the + to add a new layer image/model
  4. Browse to and select the image file for the layer
  5. Click Add Add_button.PNG

Adding/Editing Zone layers and Equipment Tags

  1. Select a floor from the floor drop-down near the top left
  2. In the Layers panel to the right of the floor view, click the right pointing arrow Right_arrow.PNG to expand the Zone Layers option
  3. Click the + to add a new zone
    1. By default, this will be named 'New layer', edit the name as needed
  4. To add a new zone
    1. Click the appropriate Level Image layer(s) to view the base floor plan and/or disciplines as needed
    2. Click the zone layer name
    3. Click the pencil icon pencil.PNG in the top center of the 2D floor view window
    4. Click and drag to draw a box in the place of the desired zone
  5. To Add equipment tags
    1. Click the appropriate Level Image layer(s) to view the base floor plan and/or disciplines as needed
    2. From the Asset panel on the left, search for or browse the Category and Subcategory fields to find the asset
    3. Click and drag the asset to the floor plan view
    4. Click the Edit zone/equipment button Edit_asset.PNG
    5. Click the the asset
    6. Select the Zone Layer to add it to
      1. When a user selects this layer from the 2D floor plan, the added assets will then be displayed

2D_floor_view_edits.PNG

Manage Discipline Codes

Discipline codes are related to the Level images and Models 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.

Navigate to this area by clicking the Manage discipline codes button Manage_Discipline_Codes.PNG

Adding New Disciplines

  1. Click either the Disciplines 2D or Disciplines 3D tab, depending on which you are adding
  2. Click Add discipline Add_discipline.PNG
    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 either the Disciplines 2D or Disciplines 3D tab, depending on which you are adding
  2. Expand the group(s) where the existing discipline is located under
  3. 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
  4. Click Save
  5. To change the sort order of codes, click the up/down Sort_order.PNG arrow on the far right

Manage_disciplines_main_screen.PNG

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