The CAD Sheets tab displays sheets created in the authoring tool.

CAD Sheet Tab

The CAD Sheets tab displays sheets created in the authoring tool.

AutoCAD

To display an AutoCAD spool drawing:

1. Under Admin > Company > Settings > check the Publish Spool Drawings checkbox and Save.

2. In AutoCAD, after a drawing is published, the associated spool drawings from AutoCAD will display in the sheet tab. 

Revit

When using the STRATUS Create Assembly command inside Revit, keep in mind the following with regard to the CAD Sheet tab:

• Includes nested families (which Revit Create Assembly does not)

• Enforces STRATUS assembly naming convention

• Generates Assembly Sheet with several default views using the first available template

• Does not auto-dimension

Markup

Provides the ability to Markup an assembly under the Assemblies > CAD Sheet tab.

General Markup

1. To access the Markup tools, go to the Assemblies > CAD Sheet tab and click the Markup button.

   

2. The Markup tools will flyout and the Markup version number will display.

   

3. Click any Markup tool to Markup the CAD Sheet. Whenever a Markup tool is selected the following dialog will display until Cancel or Save Markup is clicked.

   

   1. Undo - Click this button (arrow pointing left) to undo markup edits since the last time Save Markup was clicked.

   2. Redo - Click this button (arrow pointing right) to redo markup edits since the last time Save Markup was clicked.

   3. Cancel - Cancel will cancel all Markups since the last time Save Markup was clicked.

   4. Save Markup - Clicking Save Markup will:

      1. 

         Save all new Markups into a Markup set since the last time Markups were saved.

      2. Add the Markup set to the Markups column including a date/time/user stamp.

      3. Enable the Upload Version button so that the markup changes can be permanently saved to a PDF and versioned.

4. After doing any markup, the following actions can be done to a markup object:

   1. Select

      

   2. Move

      

   3. Edit

      

   4. Rotated

      

   5. Resize

      

   6. Delete

      

5. Markups are placed in relation to the CAD Sheet. For example:

   1. The screenshot below displays the size of the CAD Sheet when the Markup was added.

      

   2. After changing the size of the canvas using the mouse wheel, the Markup changes proportionally (smaller in this case) with the canvas.

      

Save Markup (Set) and Upload Version (PDF)

A CAD Sheet can have more than one Markup version (V1, V2, etc.) using the Upload Version button which locks the current version and creates a PDF in BIM 360. Each Markup version (V1, V2, etc.) can include multiple saved Markup sets using the Save Markup button which are works-in-progress.

1. When Markup starts on a new CAD Sheet, the Markup version is V1.

   

2. Whenever a Markup tool (Cloud, Circle, Text, etc.) is selected the Save Markup option will display.

   

3. Clicking Save Markup will:

   1. Save all new Markups into a Markup set since the last time Markups were saved.

   2. Add the Markup set to the Markups column including a date/time/user stamp.

   3. Enable the Upload Version button so that the markup changes can be permanently saved to a PDF and versioned.

      

4. Multiple Markup sets can be saved to each Markup version (Ex. V1).

   

5. Anyone with access to the CAD Sheet can edit a Markup version in progress.

6. When a Markup version (Ex. V1) is complete the version needs to be saved to BIM 360 as a PDF using the Upload Version button.

   

7. After clicking the Upload Version button, the Markup set will be saved as a PDF in BIM360 under the Project > Model > Assemblies > Assembly Name tab. Markup V1 is now locked. V2 can be started which will be built upon V1.

   

8. A user opening the CAD Sheet after version 1 (V1) has been Saved to Cloud will see that the Markup is on V2.

   

9. To view a previous version, click the Markup Version button.

   

10. Previous Markup versions will display. Previous Markup versions cannot be edited.

    

    1. To view the Markups of a specific Markup version, hover over the version, click the 3-dot menu and then click View. The saved PDF will display in a separate browser window.

       

11. Each time the Upload Version button is clicked the Markup version number will increase.

    

12. Toggle Visibility (eye icon)

    1. When the Toggle Visibility button is enabled it means that the Markups associated with that Save are displaying.

       

    2. When the Toggle Visibility button is disabled, it means the Markups are not currently being displayed.

       

       
       

13. X - Clicking the X closes the Markup panel. Any unsaved Markups will be lost.

    

    
    

Upload Version

Use the Upload Version option to save the markup changes to BIM 360 as a PDF.

1. After the Save Markup button has been clicked at least once, the Upload Version button is enabled.

   

2. Click the Upload Version will store all markup changes as a retrievable PDF version in BIM 360.

   

   1. Note: PDF files created by saving a Markup to the cloud increment the Attachments tab count, but do not display the file in the Attachment tab.

      

Markup Tools

The following Markup tools are available.

Note: To change the color of a tool, select a color using the pencil or paint buck before selecting the Markup tool.

• Freehand

  • Click and hold down the mouse to display (2) Freehand options, Freehand and Highlight.

  • Freehand (left) - Select the tool, then click and drag to draw freehand lines and curves as if you were outlining them on paper with a pen or pencil.

  • Highlight (right)- Select Freehand > highlight, then click and drag to draw freehand highlighted lines and curves.

    

• Text - Select the tool, click in the document, type your text, and press Enter. To set the text color: 1) Select the Line Style color, 2) Click the Text tool, 3) Use the Text tool to enter text.

  

• Callout

  • Callout - Select the tool and click in the CAD Sheet canvas. Click and drag the tool to place the arrow. Let go of the mouse and the Callout Text box will display. You can format and resize the text box, as well as select the text box fill color. The Callout Text box and the Arrow are 2 different objects. Therefore, they cannot be moved together but can be moved separately. Click Save Markup.

    

• Cloud

  • Click and hold down the mouse to display (2) cloud options, a rectangle and a Polycloud.

    

  • Cloud - Select the tool, then click and drag to draw the rectangle cloud. Select the object to use the rotation tool.

    

  • Polycloud - Select Cloud > Polycloud, then click to place the first point, and continue clicking to draw cloud segments. Double-click to close the shape.

    

• Shapes

  • Click and hold down the mouse to display (3) shape options.

    

  • Rectangle - Select Shapes > Rectangle, then click and drag to draw, or click two points to place the top left and bottom right corners.

  • Circle - Select Shapes > Oval, then click and drag to draw, or click to specify the top right corner, and drag to draw. Drag diagonally a circle or right/left/up/down for an ellipse.

  • Line \ Polyline - Select Shapes > Polyline, then click to place first point, and continue clicking to draw line segments. Double-click to close the shape.

• Arrow - Select the tool, then click and drag to draw.

• Line Style (Color) - Select the tool, then choose the desired line color and Line Thickness. Add a Markup (Ex. Arrow, Cloud, Shape, not Text) and the thickness will display.

  

• Fill Style (Color) - Select the tool, then choose the desired fill color and the Opacity.

  

  • Add a Markup (Ex. Arrow, Cloud, Shape, not Text) and the thickness will display.

    

Notes Tab

There are 2 kinds of notes.

A Company Note is a standardized note defined under Admin > Company > Notes and displays in the Notes section of the Tag tool in the Packages Viewer and the Assemblies Viewer.

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An Assembly Note is specific to the assembly and cannot be applied to a different assembly or to a package. It's a one-off note. The following are the steps to add an Assembly Note to an assembly.

Click the Notes tab, click the New Note button, enter the note, and save. The note will display.

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To delete a note tag:

Individual tags - Individual tags can be deleted by clicking the tag's red x.

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Attachments Tab

The Attachments tab is populated automatically and manually.

Automatic Attachments

Automatic attachments are attached to an assembly when the model injects the attachment into the part. For example:

1. When using Greenlee Bender software, the bend instructions are attached to the part and display in the Attachments tab. 

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2. Click the .txt file and the instructions will display in a separate time along with a Download option. The action is similar when the .csv file is clicked. Once saved, these files can be applied at the bender.

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Manual Attachments

A manual attachment can be attached either by:

1. Clicking the camera button when the device (like a table) is equipped with a camera.

2. Clicking the Add an Attachment button where any file can be attached to the spool.

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Attachments can also be deleted by clicking the Delete button.

Tracking Tab

The Tracking tab displays the tracking status for the selected assembly and the ability to remove a tracking status.

The Tracking tab displays the current tracking Status of the assembly and includes the User who updated the tracking status and the Date-Time stamp. For each tracking status the Comment, Division, and Hours can be updated (in-grid). In addition, a tracking status can be removed by clicking the Remove Selected Item button.

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Tasks Tab

Task items are the instances of company-defined task definitions, which belong to task workflows optionally assigned to assemblies and parts. Each task item knows the assembly or part to which it belongs and holds a reference to the user and/or station with start and completed time stamps. The Task tab is used to manage part tasks for an assembly. It works in conjunction with Task Definitions. An operator can set the Use Hand Scanner option so that a hand scanner (rather than a keyboard/mouse) can be used to change task status and indicate completed work. A user must be associated with a project role that includes permission for Assemblies > Viewer > Tasks.

1. The Task Tab only displays.

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2. Click the Tasks tab to display:

   1. The list of tasks filtered based on the tasks that the assigned station (device) can perform.

   2. Tasks in sequential order with buttons for Start and Finish.

      1. Red – indicates the task has not been started.

      2. Blue – indicates the task has been started.

      3. Green – the task is done.

   3. The table which includes the part Number, the part Name, the Task definition name, and the QR code.

3. If the Use Hand Scanner button has been clicked, the operator can scan the QR Code to change the task status from Start to Finish. Later the operator can scan the QR Code to change the task status from Finish to Done which will result in the Update Tracking Status dialog. Note: The operator can also click the Start and Finish buttons to accomplish the same actions.

Features

Assembly View

90% of the time the default view in the Assemblies Viewer will display the needed information. In some cases, when a user selects a View that does not contain all the parts in the Assembly, a warning icon will display "View does not contain all parts in the Assembly". To resolve the issue, change to a view that includes all parts in the package.

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In other cases, like risers, the default view may not include all of the model parts and will need to be overridden. Only a Project Admin can change and override a default view.

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Filter Assemblies

Filter assemblies by Project, Model, Package, Division, and Status. 

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• Package Filter - The Assemblies viewer includes a Package Filter/Dropdown.  When a Package is specified, the list of available Assemblies is filtered to only those included in the selected Package.  When ‘Unspecified’ is selected in the Package selector, all Assemblies will be listed.  

• Division Filter - When a Division filter is specified, the list of available Assemblies is filtered to only those assigned to the selected Division.

• Status Filter - When a Status filter is specified, the list of available Assemblies is filtered to only those in the selected Tracking Status.

• Note: If a filter does not meet the criteria for any assembly, a message window will display. For an assembly to display, the criteria for Division and Status must be met.

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Change Tracking Status - The tracking status can be changed for the entire spool or for a part within the spool.

To change the tracking status of the entire spool - Select the Tracking Status and click Apply. All parts in the assembly will be set to the selected tracking status.

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To change the tracking status of individual parts

With the Parts tab selected, click the tracking status for the part and select the new status in the Specify Status dialog. Note: The selected report must include the tracking status field.

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Then, using Display Modes, the Manually Cut items can be highlighted.

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Note: When designing the report, there are multiple Tracking Status fields that are available. The field to use in the report is STRATUS.Part.TrackingStatus.

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Rename Assembly

To rename an assembly within the assembly viewer, the assembly must be in a Tracking Status where Can Assemble is checked.

1. If the assembly is in a Tracking Status where Can Assemble is checked, then hovering over the assembly name will display “Edit Assembly Name”.

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   1. To edit the assembly name, click the assembly name. The Rename Assembly dialog will display.

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   2. Enter a unique name and click the green Save button.

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      1. If the new assembly name is not unique, the “Could Not Rename the Assembly” message will display.

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   3. If the new assembly name is unique, the name will change.

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   4. The assembly name will also change on the Assemblies > Dashboard and anywhere the name is referenced.

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2. If the assembly is not in a Tracking Status where Can Assemble is checked, then hovering over the assembly name will display “Name is locked based on Tracking Status”.

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How to Sort Assembly Parts Report by Number

To sort assembly parts report by number:

1. Configure the report under Admin > Company > Reports

2. Open the assembly report and check that the report includes:

   1. Property Name = Number

   2. Format = Integer.

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3. Open an assembly and select the report.

4. After the assembly parts display, click the Number column heading to sort and the parts will sort by number.

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Open Assembly by Scanning QR Code with the Tablet’s Camera

The Scan QR code with camera button on the Assemblies > Viewer page. Using the built-in camera on a tablet or phone as a scanner, a user can scan a QR code and the assembly will display. This will save clicks and the need to know the name of the project, model, package, or spool assembly.  Note: For iPad users, this feature only works when you have logged into STRATUS using the Safari web browser. 

1. Login to STRATUS on the tablet or phone.

2. Under Assemblies > Viewer, click the Scan QR code with camera button.
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3. The Capture an Image prompt will display asking if you “Would like to Access the Camera.” Click Allow.
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4. Point the camera at a STRATUS QR Code (Part or Assembly) either printed on a label or on the screen.
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   The assembly associated with the QR code will display on the device.

Videos

04/02/21 CSG Webinar: STRATUS In-Depth Series, The Assemblies Module

00:00 Introduction and Release Notes
11:00 Filter Spools
13:00 Can Assemble Tracking Status
13:30 Rename Assembly
13:55 Scan QR Code to display Assemblies Viewer page
15:00 Toggle Assemblies View for Tablets
16:20 Display Mode Tool
15:50 Grid Offset Measurement Tool
17:20 Explode Model Forge Tool
18:00 Numbering Tool
19:30 Annotation Tags Tool
22:15 Custom Notes
23:10 Attachments
24:30 Dimensioning Tool
31:00 Save Default Extensions Tool
32:30 Find Part
33:00 Spool Checker Tool

STRATUS 09-24-2020 What is the difference between the Place Linear Length Measurement tool and the Place Aligned Length Measurement tool? 

STRATUS 06-11-2020 Implementation Webinar - Spooling and the Assembly Viewer (32:44)