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Quick Start Guide for Watchers

Tobias Patek
  • Updated

Overview

Get started using PlanRadar as a watcher.

Learn how to download the PlanRadar mobile app, login, navigate through the app, view tickets and more.

Access & Permissions

As a watcher you can view everything in your projects except statistics. You cannot make any changes.

Read more in User Types.

How to get your login credentials

You should have received an invitation email from PlanRadar with your username and a link to set your password. This email also contains links to download the mobile app.

Download the Mobile App

Besides the PlanRadar Webapp which you can run in any common browser, PlanRadar provides mobile apps for iOS and Android that make working on site even more convenient. With the mobile apps, you can continue working even without an internet connection.

To get the mobile app on your smartphone or tablet you have three options:

  • Open the link at the bottom of your invitation email on your mobile device
  • Follow these links: iOS or Android
  • Or open the AppStore or PlayStore and search for PlanRadar.

Mobile & Webapp Instructions

If you want to learn how to use the Webapp in a browser on a computer continue reading in the Webapp tab. If you want to learn how to work on-site with a smartphone or tablet, continue reading the instructions in the Mobile tab.

Login

Open the login page planradar.com/login and continue to:

  1. Enter your username and password.
  2. Click Login

Also see:
Login to PlanRadar
Change your Password
Reset password when forgotten

Navigate to a Ticket and View it

Dashboard

After logging in, you start on the dashboard, which gives you an overview of all your projects.

Read more in Webapp Dashboard.

To open a project and view its tickets:

  1. Click on the project

View Overdue Tickets

From the dashboard you can quickly view a list of all overdue tickets (i.e. due date is in the past and status is not closed or resolved).

To view a list of all overdue tickets of your projects:

  1. Click Dashboard
  2. Click Overdue tickets to show a list of overdue tickets of your projects.
  3. Overdue Tickets 

View a Ticket

To view a ticket:

  1. Click on the ticket in the list:

View Ticket Details

What you see in the ticket details depends on the ticket form. Read more in Forms.

One of the most common ticket from fields is the status field. 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.

Read more about ticket fields in Fill in the Form of a Ticket.

View Ticket Attachments

Photos, videos, voice recordings, PDFs and Microsoft Office files can be viewed/played directly in PlanRadar.

To view attachments:

  1. Click on the thumbnail in the attachment preview or gallery

To open the attachments gallery:

  1. Click Show all attachments

View Ticket Activity

  1. When information in a ticket is changed or a comment is sent, an entry is added to the journal.
  2. Click the filter icon to define which entries you want to see in which order.

Navigate through the Webapp

So far you only used the dashboard and opened tickets from the tab 'Tickets overdue'.

In the main menu on the left you can access other features including:

  • Dashboard
  • Tickets (plan view, list view, and calendar view)
  • Project Reports
  • Schedule
  • SiteView
  • Documents

To expand the main menu to see labels in addition to the icons

  1. Click the arrow icon

To collapse the main menu again and save space:

  1. Click Collapse

Show the Plan & Tickets of a Layer

Like folders in a file system, the layers in PlanRadar help to 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.

To show the plan & tickets of a layer, follow these steps:

  1. Click Tickets
  2. Open the Project and layer selector
  3. Select a layer, e.g. Ground Floor

On the left you see a list of ticket and on the right you see the plan. Ticket pins show the position of the tickets on the plan.

To open a ticket click on the ticket or on the ticket pin:

Ticket List View

This view displays all tickets of the selected layer in a table.

To switch to the list view:

  1. Open the View drop down menu
  2. Click List

In the list view you get a more data-driven overview of your tickets. You can sort the list by any field e.g. due date, just by clicking on the column header:

Show Tickets of All Layers/Projects

In the list view it is possible to not only show tickets of a specific layer, but also of "All layers" of a project. You can even show tickets of all projects at once.

To show all tickets of a project:

  1. Open the Project and layer selector
  2. Click All layers

To show all tickets of all projects:

  1. Open the Project and layer selector
  2. Click Change project
  3. Click Show all projects

This way you can also select a different project and/or layer.

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

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.

Filter Tickets

Filtering tickets works similar to searching, but you can create filter criteria based on any form field. Filters are available in the list view, plan view and calendar view.

To apply filters that someone else has defined and shared:

  1. Open the Filter drop-down menu
  2. Select a saved filter e.g. Open tickets
  3. Or open the filter panel to define your own filter criteria

Read more in Filter Tickets.

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.

Also see:
Login to PlanRadar
Change your Password
Reset password when forgotten

Navigate to a Ticket and View 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 in the selected project:

View a Ticket

To view the details of a ticket:

  1. Tap on a ticket

View Ticket Details

What you see in the ticket details depends on the ticket form. Read more in Forms.

One of the most common ticket from fields is the status field. 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.

Read more about ticket fields in Fill in the Form of a Ticket.

View Ticket Attachments

Photos, videos, voice recordings and PDFs can be viewed/played directly in PlanRadar.

To view attachments:

  1. Tap on a thumbnail to open the photo or video.
  2. Optional: Scroll to the right to see more thumbnails.
  3. Optional: Tap Show all to show a gallery with all attached photos and videos.
    The show all button is hidden if there is only one attachment.
  4. See the gallery after tapping Show all.

Read more in View Ticket Attachments 

View Ticket Activity

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 to 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, plan view and calendar 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.

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.

Related Articles

As a watcher you can not only view tickets as described above, you can also view:

As a watcher you can export ticket data by creating ticket reports as described in Create a Ticket Report (PDF).

Related articles

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