Note: If this feature is not available for your project, please contact help@siteassist.co to get this set up.
When a plan has been added to a location on a project, you will need to specify the work area(s) by dropping a pin(s) in the relevant location.
This article shows you how zones and pins can be identified on a plan, and how to drop pins on the mobile and web application. 🗺️
Viewing Permits on Plans
Web App
To view plans on Web, you will find a Plans menu option in the Project's left-hand sidebar, then click on the desired Plan to open the Plan View.
When viewing a plan, it's important to understand the different coloured Zones:
Active Zones in Blue
Active Zones are defined as having a Permit in that Zone. This is to represent which areas of your site have work happening.
Inactive Zones in Grey
Inactive Zones are defined as not having an active permit in that Zone.
Note: By default, the Filters (top left) are set for Active Permits. If the Filters are changed, you'll notice that the number of Pins and grey/blue zones may change.
Navigating the Plan
You can use Filters, and click on Zones and Pins to find the information you're looking for.
Clicking on a Zone will filter the right-hand sidebar to show only the permits in that Zone
Clicking on a Pin will filter the sidebar by that permit
Apply filters to change what's displayed both on the plan and in the right-hand sidebar
Mobile App
To view plans on Mobile, you will find a Plan View menu option on the Home page, then tap on the desired Plan to open the Plan View.
Note: See the Web section above for the description of the different coloured zones.
Navigating the Plan
You can use Filters, and click on Zones and Pins to find the information you're looking for.
Tapping on a Zone will filter the right-hand sidebar to show only the permits in that Zone
Tapping on a Pin will filter the sidebar by that permit
Apply filters to change what's displayed both on the plan and in the right-hand sidebar
On a Phone, the layout is slightly different from Tablet. You can find the Permit List by tapping on the Permit icon in the top right 👇
Raising Permits on Plans
Web App
To raise a permit on plans:
Click on New Permit
In the Location field, select your location with a Plan attached
The Plan will open automatically
Click the Drop a Pin button at the bottom of your screen
Click anywhere on the Plan to place your Pin(s)
Click Save in the top right corner > continue your permit as normal
Please note some additional behaviours available to you:
🔁 Once you've place a pin, you can click 'Undo' to revert that action
🗑️ To Delete a pin you've just placed, click on the Pin, which will turn red, and click the Delete action at the bottom of your screen
👀 You can use all the same Filtering & viewing capabilities as the first section in this article
Mobile App
To raise a permit on plans:
Tap on New Permit
In the Location field, select your location with a Plan attached
Tap on the field that appears, which says 'No Zones Selected' to open the plan
You'll see a Red Crosshair in the centre of your screen
Tap the Drop a Pin button, and a pin will be dropped at the centre of the Crosshair
Tap Submit (tablet) / Save & Exit (phone) at the bottom once finished
Please note some additional behaviours available to you:
🔁 Once you've place a pin, you can click 'Undo' to revert that action
🗑️ To Delete a pin you've just placed, click on the Pin, which will turn red, and click the Delete action at the bottom of your screen
👀 You can use all the same Filtering & Viewing capabilities as the first section in this article