Authoring in the Web Application

User Guides / Authoring / Authoring in the Web Application

Creating and Managing Templates

Create a new template

From the Manifest Web Application:

  1. From the left side Main Menu, select Templates
  2. Select ‘+ Template’
  3. Enter a template title
  4. Assign the template to an Asset Class by selecting from the Asset Class dropdown
  5. If appropriate, you may also add a ‘Custom Evidence Type’ for the template. A custom evidence type will display a predefined value list (created under ‘Value Lists’ for your tenant) to the operator as an evidence note type for all steps in this template. This is optional.
  6. Select ‘+ Step’ to begin adding steps
  7. When complete, select ‘Save’

Upload a template

The upload a template “Import XLS” functionality within the Web Application allows an Author to upload steps and step titles by simply importing the procedure directly into the tool from a spreadsheet.

Users will first need access the Sample Table to populate the template they wish to import. The link to download the Sample Table is available in the Import XLS window.

  1. Select Templates on the main menu
  2. Select ‘+ Import XLS’
  3. Download the Sample Table to populate the template for importing
  4. Enter a Template Title
  5. Assign the template to an Asset Class by selecting from the Asset Class dropdown
  6. Select ‘Choose File’ and locate the Sample Table.xls populated with the work procedure
  7. Select ‘Upload’
  8. Upon upload completion, the new template will populate in the Templates list

Edit a template

  1. Select Templates on the main menu
  2. Locate the template you would like to edit
  3. Select the 3 dots to the left of the templates listing to open up a list of actions
  4. Select Edit
  5. When editing a template, the below options are available:
  • Edit template title: select edit template and update the template title
  • Re-order steps: hover over the step number until 6 dots appear and drag the step to the order you desire
  • Edit a step: edit step title field or select the ‘x’ to the right of the step title box to clear content
  • Delete a step: select the trash can icon to delete any step
  • Add a new step: select ‘+ step’
  • Delete template: select the trash can icon from the template listing page.  Note: Templates with jobs associated cannot be deleted. Only admin roles have the permissions to delete templates.
  • Import steps from another Template: select the Import steps from another Template link and select an Asset Class and then Template when prompted then hit ‘Next.‘ The steps of that template will appear in a modal window. Select those steps you would like to import and select ‘Import’
  • Copy step: select the Copy step icon above the trash can to duplicate the step already authored

Authoring a step

When authoring a step, the Step title is the primary text that displays on the step. There is no character limit as the step marker height will expand to fit the full step title, but it is recommended to keep this instruction concise and easy for an Operator to follow. Manifest provides an array of tools to provide Operators additional guidance.

Below are the step authoring options:

  • Edit / enter step title: by default, all steps will generate with the step title ‘Step 1’, ‘Step 2’, etc. To input the step title, select this field and edit this default text or select the ‘x’ to clear.
  • Add Step Notes: to add a step note, select ‘+’ or pencil icon to open the ‘Manage Notes’ window
  • Required Evidence: under the ‘Required Evidence’ column, select the ‘+’ or pencil icon to open the Required Evidence window. Select any evidence types that should be required for Operators to submit at this step. If any evidence type is acceptable, select ‘Any’. Note: if evidence is required, the Operator will be unable to complete this job step until the required note is added
  • Step Position: Spatially placed step markers and leader lines are best authored using the Manifest 3D or iPadOS application; however, coordinates may be manually inputted (if known) or copied from other step markers using the Manifest Web application. Where no positional data exists, the step marker is treated as a ‘Head Space’ marker and will follow the user as they work, rather than being anchored to a set position

Creating and Managing Step Notes

Adding a Step Note

  1. From the step, select ‘+’ or pencil icon to open the ‘Manage Notes’ window
  2. The list of note types that can be added from the Manifest Web application will display on the left-hand menu
  3. Hover over the desired note type until a ‘+’ option appears
  4. Select the ‘+’ button
  5. The instructions and required data fields will open to the right
  6. Complete the required data and associate the file (as appropriate)
  7. To cancel out of a note type, select ‘Cancel’
  8. Once complete, select ‘Save’
  9. The ‘Manage Notes’ window will automatically close
  10. To add another note, repeat

Managing a Step Note

To edit or delete a Step Note

  1. From the step, select ‘+’ or pencil icon to open the ‘Manage Notes’ window
  2. The list of note types that can be added from the Manifest Web application will display on the left-hand menu. A superscript number will display next to the Note Type to indicate how many of that note type are added to this step
  3. To edit a note, select the appropriate note type label
  4. The note details will open to the right presenting the options for each note. Options may include any of the following:
  • Auto-play: turning this toggle on will make the note auto-play for an operator so they do not need to manually select the note to open it during a job
  • Edit: selecting the note will expand the note details for editing
  • Delete: if a note can be deleted, a trash can icon will display. Selecting this will delete the note from the step permanently

Authoring Step Notes

Below are some additional instructions for authoring each type of step note.

Video Note

  1. From the ‘Manage Notes’ window, select the ‘+’ button next to the Video Notes menu label
  2. Enter in the note title (this is not currently displayed on the applications)
  3. Associate the appropriate file by choosing ‘Select existing file’ or to ‘Upload’ to upload a new file
  4. If the note should auto-play for the operator, turn the ‘Auto-play” toggle on. 
  5. To add another text note, repeat from step 1
  6. To re-order the notes, hover over the note you’d like to move until the dots appear on the left of the note name. Select and then hold and drag to the desired location
  7. Once done, select the “Save” button

Edit Video
Once a video is uploaded you will see an option to ‘Edit Video’

  1. Select ‘Edit Video’ and a Video Editor modal will pop-up showing the following additional options:
    • Play Video: This button will play the video in it’s entirety, give the ability to mute or unmute the experience or view it full screen.
    • Cut Video: To cut the video you need to first drag the slider points on both sides to indicate where you want to cut the video. Once completed, select the scissor icon which will cut the video. Hit Save.
    • Slow down the speed of the video by 2x: This will slow down the speed of the video by 2x
    • Speed up the speed of the video by 2x: This will speed up the video by 2x
    • Rotate the video by 90 degree increments: By selecting the rotate icon the video will rotate 90 degrees
    • + Add Clip: Select the ‘Add Clip’ button and select another video you would like to add to the already existing video. Once the video is selected you will be prompted to indicate at what point you want to add the clip. Slide the slider to the desired spot and hit Apply.
      • IMPT: It will take some time for the video to upload and be inserted. You can save the video note and close the manage notes modal but will still see an video processing indicator in the bottom right hand corner of the screen. Once it reaches 100% the video processing is complete and you can go back to view the video with the addition of the new clip.

Text Note

  1. From the ‘Manage Notes’ window, select the ‘+’ button next to the Text Notes menu label
  2. Enter the note title (this is not currently displayed on the applications)
  3. Enter the text note content into the primary text box
  4. Use the available html tools to format or change the size of the text as desired
  5. If the note should auto-play for the operator, turn the ‘Auto-play” toggle on
  6. To add another text note, repeat from step 1
  7. To re-order the notes, hover over the note you’d like to move until the dots appear on the left of the note name. Select and then hold and drag to the desired location
  8. Once done, select the “Save” button

Audio

  1. From the ‘Manage Notes’ window, select the ‘+’ button next to the Audio Notes menu label
  2. Enter the note title (this is not currently displayed on the applications)
  3. Associate the appropriate file by choosing ‘Select existing file’ or to ‘Upload’ to upload a new file
  4. If the note should auto-play for the operator, turn the ‘Auto-play” toggle on. 
  5. To add another audio note, repeat from step 1
  6. To re-order the notes, hover over the note you’d like to move until the dots appear on the left of the note name. Select and then hold and drag to the desired location
  7. Once done, select the “Save” button

Photo

  1. From the ‘Manage Notes’ window, select the ‘+’ button next to the Photo Notes menu label
  2. Enter the note title (this is not currently displayed on the applications)
  3. Associate the appropriate file by choosing ‘Select existing file’ or to ‘Upload’ to upload a new file
  4. If the note should auto-play for the operator, turn the ‘Auto-play” toggle on. 
  5. To add another photo note, repeat from step 1
  6. To re-order the notes, hover over the note you’d like to move until the dots appear on the left of the note name. Select and then hold and drag to the desired location.
  7. Once done, select the “Save” button

Bookmark

  1. First, be sure the document you wish to bookmark is already uploaded for the asset class on which you are authoring a template
  2. From the ‘Manage Notes’ window, select the ‘+’ button next to the Bookmark Notes menu label
  3. Open the ‘Select Existing File’ dropdown menu to find the appropriate document and select
  4. Enter the page number that should be bookmarked for this step
  5. To add another bookmark note, repeat from step 1
  6. To re-order the notes, hover over the note you’d like to move until the dots appear on the left of the note name. Select and then hold and drag to the desired location.
  7. Once done, select the “Save” button 

Pen

  1. Pen Notes are available for authoring on the 3D device or iPad
  2. Admin and Author roles do have the capability to download an existing pen note into a .txt file and then re-upload that same note in another template. This re-uploaded pen note will hold the same parameters (shape, color and coordinates) of the original downloaded pen notes.
  3. To download and re-upload a pen note within a step note of a templates please follow the instructions below:
  • Locate the pen note you would like to download in the step note management tool
  • On the right hand side of the pen note, locate the arrows that indicate the download and upload functionalities
  • Download the pen note and noticed that it downloads as a .txt file to your computer
  • To re-upload, select to add a new pen note
  • Select the upload arrow to the right of the pen note and upload the pen note you downloaded
  • Hit save

Action

  1. From the ‘Manage Notes’ window, select the ‘+’ button next to the Action Notes menu label
  2. Choose the Action Note Type: 3D Model, Meter, Alignment Action
3D Model Action
  1. Select whether this action should ‘Show Model’ or ‘Hide Model’
  2. If ‘Show Model’ is selected, select the desired Model from the dropdown menu
  3. After selecting the desired Model, you will be prompted to select the Model, View, and Animation (if available)
  4. There is a limit of one (1) 3D model action note per step
Meter Action
  1. Select the desired Meter
  2. To add requirements for this meter, select ‘+Add Requirements’ (‘Meter requirements’ allow an author or admin to require the selected meter to meet specified requirements for an operator to continue to the next step.)
  3. Select the requirement type (LessThan, EqualTo, GreaterThan)
  4. Input the value for this requirement
  5. To add another meter action note, repeat.
  6. Once done, select the “Save” button

Template

  1. From the ‘Manage Notes’ window, select the ‘+’ button next to the Template Note menu label
  2. Select the Asset Class for the template you are linking to this step
  3. Select the desired Template. (You cannot link to the parent template so this option will be excluded)
  4. Once done, select the “Save” button

*Only (1) one template note or choice note may be authored for a step

Choice

  1. From the ‘Manage Notes’ window, select the ‘+’ button next to the Choice Note menu label
  2. After selecting “Choice Note” the window will open prompting you to configure the choice note
  3. Input the title for the ‘Choice Note’, this will serve as instructions for the operator that will display above the choices. By default, the title is populated as ‘Choose from the below’
  4. Add an Option Description for each choice
  5. Then for each choice, indicate if this option will “Proceed to the NEXT step” or select an asset and template the Operator should be directed to do
  6. Select ‘+ Add Option’ to add more options (it will default to the minimum 2). The maximum number of options is 5
  7. To delete an option, select the trash can icon next to the option
  8. By default, all options will be labeled as A, B, C…etc.
  9. Once complete, select ‘Save’

Additional Template Actions available

The Manifest Web Application provides several additional tools for managing templates via ‘Actions’.  To access the ‘Actions’ options:

  1. Select Templates on the main menu
  2. Locate the template you would like to edit
  3. Select the ‘Actions’ button (three dots on the far right of any existing template)

Copy Link

  1. From Actions, select ‘Copy Link’
  2. Select ‘Copy Link’
  3. This will copy the template link that can then be used to paste into a Connect session (as an example)

Duplicate a template

  1. From Actions, select ‘Duplicate’
  2. A pop-up window will indicate if you’ve successfully duplicated the template
  3. Select close and the template you duplicated will open automatically with “Copy of” before the original template title name
  4. To make edits to this template, select the pencil icon and follow “Edit Template” instructions

3D Model Preview

If a 3D model is uploaded for the associated Asset Class and step markers have been spatially positioned for the asset; you may view the template steps and leader lines rendered over the 3D models.

  1. From the template listing page select the three dots next to the desired template
  2. Select ‘3D Model Preview’
  3. A new window will open rendering the 3D model with step markers and leader lines spatially positioned over the asset as authored
  4. Selecting a step marker will open to display the step details
  5. Selecting ‘Enable auto-positions’ will display the steps in a circular pattern to help access steps that may be overlapping in this view

Send to Marketplace

The Manifest Marketplace is a location to access shared content made available by Taqtile or other Manifest users. By making a template available in the Marketplace, you are authorizing the release of the Template and all associated content, including associated Documents and 3D Models, and making it available to all Manifest tenants to import. To publish a template to the Marketplace and make it available to other Manifest users – use the ‘Send to Marketplace’ option. 

  1. From the template listing page select the three dots next to the desired template
  2. Select ‘Send to Marketplace’
  3. A confirming window will pop-up alerting you that sending your template to the Marketplace is authorizing the release of all rights to the template and its associated content
  4. To cancel, select ‘Cancel’.
  5. To continue, select ‘Export’

For additional information about the Marketplace please proceed here.

Export to ZIP

Users may wish to share a template outside of the Manifest application – to export your template along with all it’s content (ie: image, video, etc) as a ZIP file, follow the below instructions.

  1. From Action, select ‘Export to ZIP’
  2. The template and all associated content and assets will download to a ZIP file

Export to PDF

Users may wish to share or review a template outside the Manifest application – to export your template from the system as a PDF, follow the below instructions.

  1. From Actions, select ‘Export to PDF’
  2. The template will download to PDF

Export to XLS

Users may wish to share or review a template outside the Manifest application – to export your template from the system in XLS, follow the below instructions.

  1. From the templates listing page select the three dots
  2. Select Export to XLS

How useful was this post?

Average rating 0 / 5. Vote count: 0

×

Table of Contents