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Updating Plans - Plan Revisions

Updated this week

Who can update plans?

Users with the Role of an Administrator and Project Creators have the permission to update plans.

Steps

  1. Open the List of plans.

  2. Select the option button ... of the Plan you want to update.

  3. Choose the option Import New Version.

  4. Add a File via the Function button or using Drag and drop into the view.

  5. After comparing the resolutions of the two plan Files, you may need to Align the plans to ensure that the pins in the new Plan Version remain in their original position. In this view, you can also add a new plan name.

  6. Click on Import.

Aligning Plan Versions

  1. Plans can be Imported as PDF, JPEG, or PNG Files. New plan revisions must also be in one of these File formats.

  2. In cases where the new plan revision differs in size and resolution from the original, the system prompts you to Align both plans optimally. Our software automatically compares the resolutions and provides a Function button "Align Plans" if necessary. Please use the provided tools to Align the plans and ensure that the pins on the new Plan Version are precisely positioned.

  3. It is also important to pay attention to the rotation of the new Version; if it is not correct, use the provided Function buttons to adjust the rotation.

Screenshot align plans

Screenshot align plans

Managing Plan Versions and Switching to Previous Versions

All Plan Versions are securely stored in our app and can be easily reverted:

  1. Open the List of plans.

  2. Click on the option Function button ..., associated with the Plan.

  3. Choose the option Show Versions.

  4. A comprehensive List of all Imported Plan Versions will be displayed.

  5. Use the selection buttons to seamlessly revert to previous Versions.

Screenshot plan versions
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