BIM 360 Field Cheat Sheet for iPad

Get Familiar with the Start Page

The first thing you will see is the main screen.

1. The page is blank because you start at the Top Level.

2. At this point you can either push “All” to see all issues entered everywhere, or touch the Location Pull Down and set a location within your project.

3. You can switch to pins (floorplan) view by touching “Pins”, but a location must be selected to do so.

4. Issues can be filtered by a variety of pull down options such as by contractor, location, status, etc. or combination of them all.

5. The selected issues can be sorted by many options; by date entered is a common sort.

6. The Sync button allows you to upload the information you’ve entered and download information that in the database

Pitfall Alert! If you find your issues and pins have disappeared, check your filter status. This typically turns out to be the problem. Clear the issues and all your pins/issues should reappear.

Location – Pull down menu

1. Once you pull down the Location menu, you can narrow down to the desired location.

2. Click on the “i” button until you get down to the final room you are working in

Pitfall Alert! Make sure you drill down to the final room location. Selecting on an entire floor will make it difficult to communicate and issue and its proper location

Pins view and functions

1. You can toggle between list and pin (floorplan) view with the button at middle top left. The filter option on this view is the funnel button at the top left.

2. Project Room Location: This location designates the building and room that you are currently working in

3. Pan function: Moves objects such as blue report box and pins around the page

4. Arrow function:  Allows for user to select a pin or blue report box so it can be adjusted or edited

5. Pin function: Insert new pins (Issues) inside of the blue report rectangle

6. The markup tools should only be used on pages that are attached to a specific issue. Do not mark up on a page that has a blue report box that is assigned to a location or everyone on the project will see those markups on the iPad and in the reports.

7. The Measure tool allows you to pull a crude measurement of a location on the drawings.  You might need to set the scale by using a known length on the drawing.  Don’t forget to erase these measurements or they will be visible on other user’s iPads and on the reports

8. The appears on report box will insert a blue report box on the screen where you’ve zoomed into

9. The trash can will delete a selected issue, markup or measure tool

10. The undo and redo buttons allows you to quickly toggle forward or backward between work

Entering an Issue

1. After selecting the Pins tool touch the screen in close proximity to the corresponding location of the issue being entered. A red pin will appear and menu will open and keyboard pops up.

2. The description can be typed in

3. Attachments allows you to take a picture and include it in the issue, select another document from the library or include a photo previously taken from your photo library

4. Comments allows you to add a comment to this issue

5. The trash can lets you trash that issue if it has not been synchronized yet

6. Issue Type should also be checked to make sure it’s assigned to the correct list

7. Assign the issue to the correct subcontractor or party using the Company drop down menu

Pitfall Alert! When entering a description, the iPad does not recognize typical construction jargon. It will automatically correct your entries thinking they are misspelled. You must press the “X” on the suggested correction or it will automatically change your entry.

Pitfall Alert! It is critical that the correct company be assigned their issues. Before you sync your data, double check the list of issues and ensure the correct assignments have been made. Otherwise, the issues will be ignored by the incorrect sub who received the data, and the correct sub will be unaware its existence and it will remain uncorrected.

List View

The list view is convenient to see all the issues in list form. Status can be changed, and attachments and comments can be viewed. You can conveniently filter and/or sort the issues by company, location, etc. from the buttons at the top.

1. Use the By Location and All toggle to jump between issues throughout the entire project or specific to the location on the location bar depending on what you are doing.

2. Use the Filter by and Sort by options to narrow down your search to find a list of specific issues. For example if you only want to see the issues created for a specific subcontractor last week, you could use these tools to narrow your search

3. The Blue dot indicates that the issue has been synched with the system and others can view it… when information about that issue is adjusted, the blue dot will disappear until it has been synchronized

4. The Status of the issue can be adjusted from this view.  Note that the pin color will change as it’s adjusted.  This is more prevalent in the reports that are automatically generated.  Also note that subcontractors will only be able to toggle between the Open and Work Completed Status. Only the creator of the issue, whether it’s the Owner, Architect or Swinerton will be able to Close an issue

5. To view more options of an issue, just click on it to modify its details

Pitfall Alert! Be careful when scrolling through the issues that you do not inadvertently change the status on some of the items with your finger’s touch.

Final Tips:

• If zooming and entries become sluggish and slow, close the application completely and reopen. This will solve the problem.
• iPad battery life is limited (around 4 hours), so to extend your session, turn off the screen between entries if possible. Keep the iPad plugged in when in the office and overnight to maximize battery power available.
• Sync your iPad at least first thing in the morning and before the end of the day. This will keep the data in the “cloud” and on your iPad as current as possible, especially when the project has multiple users. Also if a report is going out daily, the most up-to-date information should be, and will be included.