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Floor Plans

Floor Plans

Floor Plans


Floor Plans

Module:    Account Management

Overview

Use the Floor Plans tab in Data Entry (program #559) to attach floor plan image files to a specific installation. This feature supports the following file types:

  • .jpg (and .jpeg)

  • .bmp

  • .ico

  • .emf

  • .wmf

You can specify a default directory for floor plan images in the Directories tab of the SBN Client Options window. This default directs the file browser in the Floor Plans tab to this folder first when you use the browse feature to link floor plan images to an installation. (See the Setting the Default Directory section of this document for more information.)

Note: You must enable action 559/430 in program #1502 in order to access the Floor Plans tab.

This document covers the following topics:

Navigating to Floor Plans

The Floor Plans Tab

Linking a Floor Plan

Changing a Floor Plan

Displaying a Floor Plan

Setting the Default Directory

Navigating to Floor Plans

Use the following steps to access the Floor Plans tab:

1.   From the main SBN toolbar, select Menu.

2.   From the drop-down menu, select Go To.

3.   In the Go To Program dialog box, type in "559" and press Enter.

  w Data Entry Master and Basics opens.

4.   Choose the Floor Plans tab in the lower pane of Data Entry.

The Floor Plans Tab

The following graphic displays the Floor Plans tab with sample information.

Field/Column Descriptions

The following table describes the fields and columns in the Floor Plans tab.

Field/Column

Description

Description

Text description of the floor plan.

Filename

File name of the floor plan graphic.

Note: The field that displays the file name displays the entire file path. The column only displays the file name and extension.

Linking a Floor Plan

You may link floor plan images to a specific installation.

Use the following steps to link a floor plan to an installation:

1.   In Floor Plans, choose New Record.

  w The Description and Filename fields open for changes.

2.   Type a description of the file.

3.   Choose ... to browse for the file.

  w The Browse for Folder dialog box opens.

Note: If you have set the default directory in SBN Client Options, it displays as the current folder. See Setting the Default Directory.

4.   Select the file name.

5.   Choose OK.

  w The file name appears in the field.

6.   Choose Save.

Changing a Floor Plan

You may change the description of a floor plan, or link a different image to a description.

Use the following steps to change the details of a floor plan:

1.   Select the line of the floor plan that you want to change.

2.   Double-click on the selection or choose Get Record.

3.   Choose Change Record.

  w The Description and Filename fields open for changes.

4.   Edit the description as necessary.

5.   Choose ... to browse for a different file if you desire.

  w The file name appears in the field.

6.   Choose Save.

Displaying a Floor Plan

Use the following steps to view a floor plan image:

1.   Select the line of the floor plan that you want to view.

2.   Double-click on the selection or choose Get Record.

3.   Choose Display Image.

  w The floor plan image opens in the program you have associated with the file type.

Setting the Default Directory

Use the following steps to set the default directory for your floor plan images:

1.   From the main menu of SBN, choose View > Options.

  w The Options window appears displaying the Regional tab.

2.   Select the Directories tab.

  w The Directories tab appears.

3.   Choose ... next to the Image Directory field.

  w The Select Directory dialog box opens.

4.   Browse to the folder or drive you want to set as the default.

5.   Choose OK.

  w The directory path appears in the Image Directory field.

6.   Choose Apply.

7.   Choose OK.

Related Programs

The following table lists programs related to Floor Plans.

Program

Number

Document Link

Description

Data Entry Master and Basics

559

Data Entry Master and Basics

View and edit customer installation details. Access the Floor Plans tab from this program.

SBN Client Options

N/A

SBN Client Options

Customize the way SBN displays information throughout the system. Specify a default directory for Floor Plan images in the Directories tab of the Options window.

Actions

1502

Action Profiles

Create profiles that restrict or allow users access to specific programs and functions. Enable action 559/430 in your action profile in order to access the Floor Plans tab.

Button Functions

The following table displays the buttons, describes the shortcut keys, actions, and functionality.

Button

Name

Shortcut Key

Action

Description

Get Record

Alt+f1

No actions for the buttons in this tab.

View the selected floor plan description and file name.

Change Record

f2

Alter the selected floor plan description and/or file name.

New Record

f3

Create a new floor plan description and file name.

Delete Record

shift+f10

Remove the selected floor plan from the installation.

Previous Record

f4

View the previous floor plan description and file name.

Next Record

f5

View the next floor plan description and file name.

Display Image

shift+f7

Open the floor plan image in the program you have associated with the file type listed.

Browse (no label)

no shortcut

Browse for the image file you want to link to the installation.

Exit

Esc

Exit without saving changes.

Save

Enter

Save the existing record.

Modifications and Updates to Floor Plans

The following table lists modifications and updates to the Floor Plans document.

Mod Number

Date

Description

N/A

05/29/09

document rewritten

07.02.20023, 08.03.07754

08/19/10

added Delete button

n/a

7/18/14

Images updated.



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