Objective
To outline the steps required to connect appliances to specific building plots within the system.
- Connect standard appliances to plot templates
- Connect bespoke appliances to individual plots once you have disconnected them from plot templates
Watch the video tutorial
https://loom.com/share/2ab3220a99364c80a392dfb8c165db27
Key Steps
Step 1: Log In 0:00
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Access the system by logging in with your credentials.
Step 2: Search for Appliance 0:00
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Click on the 'Fixtures' section.
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Use the search function to find the appliance you wish to tag. You can search by:
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Name
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Brand
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Model number
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Step 3: Add Appliance to Building Plot 0:00
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Select the desired appliance from the search results.
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Click on 'Add to Building Plot'.
Step 4: Select Plot 0:24
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Use the plot selector to choose the appropriate plot.
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Enter plot details in the search bar to filter and display relevant plots.
Step 5: Choose Room 0:36
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Once the plot is selected, choose the specific room to tag the appliance to.
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For example, search for 'Kitchen' to tag it to the kitchen space.
Step 6: Check Plot Status 0:41
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Note if the plot is greyed out with a message indicating it is connected to a template.
Step 7: Disconnect or Upload Template 0:54
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If the plot is connected to a template, you must either:
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Disconnect it from the template, or
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Use the 'Upload to Plot Type Template' option.
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Step 8: Save Changes 1:04
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After making the necessary selections, click 'Save' to complete the process.
Step 9: Verify Connection 1:17
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Ensure the appliance is now connected and visible on the home page.
Cautionary Notes
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Ensure you have the necessary permissions to tag appliances to plots.
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Double-check that the appliance is not already connected to another plot before proceeding.
Tips for Efficiency
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Familiarise yourself with the search functions to quickly locate appliances and plots.
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Keep a list of frequently used appliances and plots for faster access.
What Next?
1. View a Plot to see the spec and appliances that have been tagged
2. Add Appliance serial numbers so the homeowner has everything they need to register product warranties
3. Disconnect Plots from templates so you can tag bespoke appliances to a plot