6 steps to collaborating effectively on asset data
1. AGREE ON THE REQUIRED MODEL RESOLUTION
Each user may require different levels of resolution within the model. Planners may need lower resolution models than someone doing a condition assessment, for example. To enable everyone to extract the right information on demand, a model should have enough detail to suit the highest need. Ask us for our resolution guide
2. DECIDE WHO SHOULD MANAGE THE DATA
Identify the department or person(s) who will own or manage data. They will also be able to create or delete accounts. They will have full access to user lists, activity and permission levels. It is not uncommon to have several data managers responsible for each organisational department.
3. DECIDE WHO NEEDS ACCESS, AND WHAT PERMISSION LEVEL THEY REQUIRE
Identify who will need access to the asset, and assign each user the necessary permissions. For instance, should a person have view-only access, or will they need to add annotations, create reports, chat or share information with others? This allows you to share data externally with contractors, advisors and other stakeholders while still controlling asset information.
4. CREATE ANNOTATION CARDS USING DIFFERENT ICONS & COLOURS
Use different colours and icons for annotation card pins to allow other users to identify different meanings quickly. For example use red icons to identify critical defects, or use yellow to identify markups created by the safety team. You can also highlight relevant markups using the filters.
5. CENTRALISE NOTES & DISCUSSIONS
Use the chat features to discuss points of interest amongst teams, and to get others opinions (internally or externally). You can notify individuals by tagging them. Chat history allows you to collate information about a particular point without it disappearing into email inboxes or notebooks.
6. SHARE AND STORE SUPPORTING FILES WITHIN ANNOTATION CARDS
Using the files tab, you can save supporting information to a particular point on the asset model. Attaching files such as PDFs, images, design drawings or instruction manuals will allow fellow users the ability to view or download them from wherever they are.