Introduction to AssetWise CONNECT Edition
Getting Started With AssetWise CONNECT Edition
To Log In to a Community
The User Interface
Utilities
Scope
Basket
Help
Search
Person
Adding a Person
Setting User Preferences
Viewing Pending Tasks
The Launch Pad
Setting User Preferences
To Filter Objects
Working with Objects
To Add Assets to an Object
To Add Documents to an Object
To Add Existing Documents to an Object
To Add Responsibilities to an Object
To Add Notes to an Object
To Filter Objects
To Apply Bulk Updates to Objects
Asset Management
Assets
To Create an Asset
To Associate an Existing Organization to an Asset
To Add a New Organization to an Asset
To Add an Activity Program from an Asset
To View an Asset in iTwin Viewer
Load Management
Sources of Load Management Information
To Enter Interim Measures
Assessed Live Load Limits
To Enter the Assessed Live Load Limit - Manual Method
Entering the Assessed Live Load Capacity from an Activity
To Create an Assessed Structural Capacity Activity from an Asset
To Create a Structural Review and Assessment Activity from an Asset
To Assign Conditions to an Assessed Structural Capacity Activity
To Assign Conditions to a Structural Review and Assessment Activity
To Set the Assessed Live Load Capacity from an Activity
To View Assessed Structural Capacity
To Enter Further Information
To Enter Design Information
To Edit Design Standard Values
To Edit Remedial Design Standard Values
To Edit Weight Restrictions
Document Control
To Create a Document
Working With Documents
To Create a Document Copy
To Edit Document Information
To Add Responsibilities to a Document
To Add Comments to a Document
To Add Documents to a Workflow
To Add Spatial Location to a Document
To Approve a Document
To Unapprove a Document
To Share a Document
To Delete a Document
To Create a New Revision
To View Document History
Document Searches
To Perform a Quick Document Search
To Perform an Intermediate Document Search
To Perform an Advanced Document Search
Working With Files
File Actions
To Add a File to an Object
To View a File
Viewing iModels in iModel Hub Viewer
Viewing PDF Files Stored in Bentley PDF Share
Checking Files Out and In
To Check Out a File
To Check In a File
To Cancel a File Check Out
To Delete a File
To Export Files to Excel
Comments Tracking
To Create a Comments Tracking Workflow
To Run the Comments Tracking Workflow
Workflow Types
To Add and Remove Child Tasks
To Create and Edit Comments from a Workflow
To Attach a File to a Comment
Comment Consolidation
To Consolidate Comments from the Workflow
To Consolidate Comments from a Document
Unapproving Comments
To Unapprove Comments From a Workflow
To Unapprove Comments From a Document
Adding, Deleting, and Skipping Child Review Tasks
To Set the Final Decision
Editing a Final Decision
Workflow Completion and Document Approval
Comment Responses
To View Comment History
Comments Tracking Administrator Actions
To Modify Comment Permissions After the Workflow is Completed
To Modify Final Decision
To Edit Approved Comments
To Unapprove Comments
Automatically Assigning Comment Permissions
CONNECT Issue Resolution Integration
How CONNECT Issue Resolution Works
Reviewing CONNECT Issues
Server-based Comments Tracking Comments from CONNECT Issue Resolution Issues
Published CONNECT Comments
Records Management
File Plan Components
File Plan Disposition Action Orders
To Create a Disposal Order
To Run a Disposition Schedule
To View Exceptions
Working With Disposal Orders
To Add Pending Records to an Existing Disposal Order
To Remove Records from a Disposal Order
To Submit a Disposal Order for Approval
To Approve a Disposal Order
To Reject a Disposal Order
To Share a Disposal Order
To Delete a Disposal Order
To View Disposal Order History
Responsibility Matrix
Overview
Definitions
Administrator Responsibilities
To Define Responsibility Matrix Global Configuration
To Create a Responsibility Matrix
To Import a Responsibility Matrix
To Configure a Responsibility Matrix File
To Process the Responsibility Matrix
Managing Responsibility Matrices
To Edit a Responsibility Matrix
To Add a Person or Skill to an Existing Record
To Create Level Records from a Responsibility Matrix
To Export a Responsibility Matrix
To View Virtual Item Members
To Swap Users
To Purge a Responsibility Matrix
Activity Programs
To Create an Activity Program
To Search for an Activity Program
To Add an Asset to an Activity Program
To Change Asset Priority
To Create a Program Workflow
To View the Activity Program Workflow
To Update Program Priority
To View the Approval Workflow for an Activity Program
Working with Activity Program Tasks
To Delegate an Activity Program Task
To Re-assign an Activity Program Task
To Rework an Activity Program Task
To Complete an Activity Program Task
Deliverables
Distribution Orders
To Create a Distribution Order
To Search for a Distribution Order
To Add Recipients to a Disposition Order
To Add Documents to a Disposition Order
To Commit a Distribution Order
Transmittals
The Transmittal Dashboard
To Create a Transmittal
To Accept a Transmittal
To Edit a Transmittal
To Add Recipients To and Remove Recipients From a Transmittal
To Add Documents To and Delete Documents From a Transmittal
To Commit a Transmittal
To Reject a Transmittal
To Issue Electronic Files
To Download a Transmittal
Spatial and Linear Network Management
Understanding the Map Interface
Private Spatial Connections
Working with Asset Locations Using Maps
To Add an Asset Location by Route and Offset
Creating Asset Locations Using the Map
To Create Locations for Point Assets
To Create Locations for Linear Assets
To Create Locations for Polygon Assets
To Change Asset Location on a Map
Selecting Assets on a Map
To Select Assets on a Map by Point
To Select Assets on a Map by Rectangle
To Select Assets on a Map by Polygon
To Snap to Existing Assets to Maintain Topology
To Relocate Asset Locations on a Map
To Retire an Asset Location
Contract Administration
Glossary of Contract Administration Terms
CCM
CDN
CNCE
Contractor's Compensation Event Notification
Contractor's Defects Notification
Contractor's Early Warning Notification
Contractor's General Communication
Contractor's Quotation Submission
CQT
ECM
Employer's General Communication
EWNP
EWNC
EXT
Extension of Period of Response Notification
ICE
Implemented Compensation Event Notification
PMA
PMC
PMICE
PMIQ
PMNCE
PMPI
PMRN
PMRQ
Project Manager's Assessment Notification
Project Manager's Compensation Event Notification
Project Manager's Early Warning Notification
Project Manager's General Communication
Project Manager's Instruction/Compensation Event Notification
Project Manager's Instruction to Submit Quotation
Project Manager's Reply to a Contractor's Compensation Event Notification
Project Manager's Reply to Contractor's Quotation
Proposed Instruction or Proposed Changed Decision Notification
SCM
SDN
Supervisor's Defects Notification
Supervisor's General Communication
To Create a Contract
Change Related Communications
Early Warning Notifications
Processing Initiate Tasks on an Early Warning Notification
The Project Manager Initiated EWN Workflow
The Contractor Initiated EWN Workflow
To Create a Project Manager EWN
To Create a Contractor EWN
To Complete the Initiate Task on an EWN
Processing Review Tasks on an Early Warning Notification
To Accept a Review Work Task
To Update Information on an EWN Review Task
To Complete a Review Task on an EWN
To Add a Risk Action to an Early Warning Notification
To Complete a Risk Action on an Early Warning Notification
To View Risk Action Tasks on an Early Warning Notification
Processing Issue Tasks on an Early Warning Notification
To Accept the Issue Task on an EWN
To Close the Issue Task on an EWN
To Close Out an Early Warning Notification
Compensation Events
Project Manager Initiated Compensation Events
Project Manager's Instruction/Compensation Event Notification
Project Manager's Compensation Event Notifications
Project Manager's Reply to a Contractor's Compensation Event Notification
Project Manager's Instruction to Submit Quotations
Project Manager's Reply to Quotations
Proposed Instruction or Proposed Change Decision Notifications
Project Manager's Assessment Notifications
Creating a Project Manager's Assessment Notification - Manual Method
Editing Information on a Project Manager's Assessment Notification
Extension of Period for Response Notifications
Implemented Compensation Event Notifications
Creating a Project Manager's Implemented Compensation Event Notification
Contractor Initiated Compensation Events
Contractor's Compensation Event Notifications
Recording a Contractor's Compensation Event Notification
Contractor's Quotation Submission
Defects Related Communications
General Communications
Adding Objects to Communications
To Add Communications to a Communication
To Add Documents to a Communication
To Add Files to a Communication
To Add Notes to a Communication
To Add a Task Item to a Communication
Work Exchange
To Accept a Task
To Re-assign a Task to Another User
To Reject a Task
To Skip a Task
To Rework a Task
To Delegate a Task to Another User
To View the Workflow from the Work Exchange Folder
To View the Workflow
Working with Snapshots
To View Snapshots
To Print Snapshots
To Delete Snapshots
To Export Snapshots
Importing and Exporting Data
To Create an Import and Export Package
To Add a File to an Import and Export Package
To Export Data
To Import Data
To Delete Import and Export Files
To View Import and Export Packages
To View Import and Export Jobs
To Download Import and Export Log Files
Configuration
Application Settings
To Configure Object Types Action Roles
Object Types Configuration
To Customize Object Attributes
To Set Object Type Features
To Set Object Type Permissions
System Settings
To Define ALIM Notifications
To Define Comments Tracking Settings
To Configure Feature Flags
To Configure Filters
General System Settings
To Define Document and Repair Class Ids for Related Defects
To Configure iTwin Viewer Settings
To Configure a Responsibility Matrix
To Configure WUIF
Site Settings
To Set Basic Site Settings
To Set WSG Site Settings
To Define Forms Settings
To Define, Edit, and Delete a System Message
To Define RFI Settings
Features Configuration
To Enable and Disable Features
To Configure the Workflow Date
To Generate the Schema
Entity Metadata Configuration
To Configure Entity Metadata for Objects
To Configure Entity Metadata for Objects
To Validate Digital Operations Configuration
Import and Export Configuration
To Create a New Package
To View Import and Export Packages
Instance Layout Configuration
To Configure Forms
To Configure TabStrips
Vertical Menu Configuration
To Configure Vertical Menus for Non-named Relationships
To Reorder Vertical Menus
Map Configuration
To Configure General Map Settings
To Manage Map Presets
Advanced Map Settings
To Edit an Advanced Map Setting
Navigation Configuration
Launchpad Configuration
To Change the Order of Tiles
To Change the Launchpad Color Scheme
Admin Menu Configuration
To Create a New Menu
To Edit an Admin Menu
Site Menu Configuration
To Create a New Menu
Program Configuration
To Associate Asset Types to a Program Type
Dashboards Configuration
To Create an External Dashboard
To Edit an External Dashboard
To Delete an External Dashboard
To Create an Embedded Dashboard
To Configure Embedded Dashboards
To Edit an Embedded Dashboard
Task Management Configuration
To Configure Activity Schedules
To Create a New Activity Type Set
To Search for an Activity Type Set
Financial Years Configuration
To Create a Financial Year
To Edit a Financial Year
To Delete a Financial Year
To Configure Units and Dimensions
Notices