Quick Start Guide for Subcontractors

Login

After you downloaded the mobile app and start it the first time, you will see the login screen.

1. Click Sign in
2. Enter your username and password.

It is recommended to change your password after your first login.

Also see:
Login to PlanRadar

Change your Password (article not yet done)
Reset password when forgotten (article not yet done)

Navigate to a Ticket and Edit it

Select Account & Project

After login the app will sync data with the PlanRadar servers.

A first-time sync might take a few minutes. Please do not close the app and allow the process to complete before you continue.

When the sync has finished you will see the account selection screen. If multiple companies have invited you to their PlanRadar accounts, you can select the account you want to work with now.

You will not see the account selection screen if you have only been invited to one account.

To select an account:

1. Tap the account name e.g. PlanRadar

After selecting an account you will see the project selection screen. If you were invited to multiple projects within the previously selected account, you can select the project you want to work on now.

To select a project:

1. Tap the project name e.g. Office Complex 11

Select Tickets in the Main Menu

Once you have selected a project, the main menu will appear, allowing you to choose which feature you want to use.

To select the tickets feature:

1. Tap Tickets

You see a list of all tickets that are assigned to you:

Open & Edit a Ticket

When you start working on a ticket set the status to 'In Progress' to inform everyone with access to the ticket.

1. Tap on a ticket to open and edit the ticket.
   
2. Tap on the Status field to change the status.
   
3. Tap on In Progress to set the new status.
   
4. After changing the status, you see that the colour of the ticket header changed:
5. Tap back to close the ticket and save changes.
   

Each status has a different colour to visualise the progress of tickets in the list view and also in the plan view.
Read more in Status Colours & Ticket Pins.

A lock icon is displayed for all ticket fields you are not allowed to change:

Add Attachments to a Ticket

When you open a ticket as described above, you can also add photos, videos, a voice recording and documents.

Taking new photos, videos and voice recordings is supported by the mobile apps. The Webapp only supports to upload existing documents and media files.

Supported attachment file types are: xls, xlsx, ods, csv, doc, docx, odt, dwg, dxf, eml, msg

Add Photos

To take and attach a photo:

1. Tap Add Media and use the camera to take a photo.
   
2. After you take a photo the photo editor opens.
3. Optional: Use the editing tools to adjust the photo or to add annotations.

   Read more in Photo Editor. (article not yet done)

4. Optional: Add a caption.
5. Attach the photo to the ticket and close the photo editor.
6. Optional: Attach the photo to the ticket and continue taking another photo.
   

Add Videos

To take a video and attach it to a ticket:

1. Tap Add Media
   
2. Tap Video
   
   
3. Start the recording with the red button and stop the recording before 30 seconds.
4. Optional: If you have recorded a longer video you'll need to use the trim feature before the video can be attached.
5. Optional: Add a title.
6. Attach the video to the ticket and close the camera.
   

Videos may not be longer than 30 seconds.

Add a Voice Recording

You can attach only one voice recording to each ticket.

To add a voice recording:

1. Tap +
   
2. Tap Add voice recording
   
3. Tap Start recording and talk
   
4. Tap Finish recording
   
   
5. Optional: Tap Replace if you want to delete the recording and start again.
6. Optional: Tap Trim to cut the beginning or end of the recording.
7. Tap Save
   
   

Add Documents

Supported documents include PDF, Microsoft Word, Excel and E-Mail (.msg, .eml) files.

To upload a document from your device to the ticket:

1. Tap +
   
2. Tap Add Document
   
3. Tap Select file and select a document from the file browser
4. Optional: Enter title
5. Tap Save to upload the document to the ticket.
   

Communication & Activity in a Ticket

Comment a Ticket

Comment on a ticket to ask questions or share information with others. The author and all receivers of the ticket will get a push and/or email notification, according to their personal settings.

1. Tap Type a message
   
   
2. Enter your message
3. Tap Send
   
   

Read Comments and Journal of a Ticket

When information in a ticket is changed or a comment is sent, an entry is added to the journal (see second screenshot).

1. Tap the journal icon to view the journal.
   
2. In the journal it is also possible to write a comment.
   

Show the Plan & Tickets of a Layer

Like folders in a file system, the layers in PlanRadar help you organise the plans and tickets of a project. Each ticket is associated with a specific layer. Layers can be associated with a 2D plan or BIM model but they can also be used without a plan.

Select a Layer

To select a layer:

1. Tap on the layer selector
   
2. Tap on the desired layer e.g. Ground Floor
   

The layer selector always shows the currently selected layer:

Show/Hide Sub-Layers

To show sub-layers while you are in the layer selector:

1. Tap the arrow button next to the parent layer

To hide sub-layers:

1. Tap the arrow button

Show All Tickets

To show all tickets of all layers of the selected project:

1. Tap on the layer selector
   
2. Tap Show all tickets
   

The selected layer always defines what you see in the list view or plan view.

View and Find Tickets

Plan View

To switch to plan view:

1. Tap Plan

Tickets with a plan position are represented by a ticket pin. The pin also indicates the status by its colour.

Read more in Status Colours & Ticket Pins.

1. Tap on a ticket pin to open the callout which shows the ticket id and title.
2. Tap on the callout to open the ticket.

List View

To switch to list view:

1. Tap List

Search Tickets

Regardless of whether you are in the list view or the plan view, you can always search for tickets using text. Only matching tickets will be shown until you cancel the search.

To search for tickets:

1. Tap the search icon
   
2. Enter your search term
   

Filter Tickets

Filtering tickets works similar to searching. Filters are available in the list view and the plan view.

You can apply filters that someone else has defined and shared, or define your own filter criteria.

1. To open the filter panel tap the filter icon:
   
2. In the Filtering tab you define filter criteria.
3. Use one of the pre-selected most common criteria like Status.
4. OR tap Edit filter criteria to open the complete list of all available filter criteria.
   
5. In the Filter List tab you see all saved and shared filters.
6. Tap on My open tickets as example to apply this filter.
   

These screenshots are currently available for the Android app, but filters work exactly the same in the iOS app.

Read more in Filter Tickets. (article not yet done)

Change Feature/Project/Account

When you are in a feature and want to go to the main menu:

1. Tap the Back button

When you are in the main menu and want to go to the project selection screen:

1. Tap the Back button

When you are in the project selection screen and want to go to the account selection screen:

1. Tap the Back button

Start Sync

To start synchronisation of your mobile device with the PlanRadar server:

1. Go to the main menu (as described above)
2. Tap the Sync button

The sync button is also available on the project and account selection screens.

Read more in Working Offline.