Viewer STRATUS Sheet for Assemblies and Packages

This article documents the STRATUS Sheet tab functionality. The STRATUS Sheet is a Report and a Template that can be formatted to print as a PDF. When the STRATUS Template includes a View (Iso, Front, Top) the parts in the 3D viewer will display in the STRATUS Sheet and if displayed will also include tags and dimension labels. Tags and Dimensions can be modified in the STRATUS Sheet. The STRATUS Sheet tab functionality is almost identical between the Assemblies > Viewer and the Packages > Viewer.

Create a Template

For information on how to create a Template, see the Create a Report Template article on the Templates (Admin) page.

Create a Report

For information on how to create a Report, see the Report (Admin) article. For the report to be available in the:

Packages Viewer Notes

For a Report to display in the Packages > Viewer > STRATUS Sheet > Reports drop-down, the report must include the following:

  • Format = PDF

  • Item Type = Package Details 

  • Template = Any template 

  • Package Viewer = Checked

  • Report Fields = Valid report fields

To display the report in the Packages > Viewer > STRATUS Sheet:

  1. In the STRATUS Sheet tab, select the Report and the STRATUS Sheet will generate using the report.

Assemblies Viewer Notes

For a Report to display in the Assemblies > Viewer > Parts > Reports drop-down, the report must include the following:

  • Format = PDF

  • Item Type = Part 

  • Template = Any template 

  • Assembly Viewer = Checked

  • Report Fields = Valid report fields

To display the report in the Assemblies > Viewer > Parts tab:

  1. Select the Report in the Parts tab and then click the STRATUS Sheet tab to generate the STRATUS Sheet using the report.

Default Assembly Report

When the Assemblies > Viewer loads an assembly for the first time, there are 2 methods that can be used to select the default part report. Method 1 requires that the assembly be within a package. Method 2 has been in STRATUS for a long time and can still be used. 

Note: Using either method, if a different report is selected after the assembly loads for the first, the system will select that same report the next time you view that particular assembly.

Method 1 - Packages > Categories > Default Assembly Report

Default Assembly Report  - Under Admin > Company > Package Categories, the Default Assembly Report option enables administrators to select a default Parts report when loading an assembly for the first time in the Assemblies > Viewer. The selected report is associated with a specific Package Category. Therefore the default report will only apply to assemblies included in packages within the Package Category.

See the Default Assembly Report article for more information. 

This method was added to STRATUS in v6.3.1.

Method 2 - Report > Assemblies Filter

Assembly Filter - Under Admin > Company > Reports, an Assembly Filter can be set to select a default Parts report when loading an assembly for the first time in the Assemblies > Viewer. When the assembly loads, the selected Assembly Filter will compare the parts in the assembly with the Assembly Filter for each relevant Report. The Assembly Filter that matches the most parts will be selected as the default Report.

This was the only method to select a default report until v6.3.1.

Tags, Dimension Labels, and Orientation

The ability to move and hide Tags and update Dimension labels is the same for STRATUS Sheets in Packages and Assemblies. The orientation set by the View can also be overridden.

To move or hide tags/dimension labels in the STRATUS Sheet:

  1. If neither the Dimensioning or Display - Item Numbers tool is turned on in the 3D viewer:

    1. Neither Dimension or Item Numbers will display in the 3D Viewer.
      Note: In the example below, the STRATUS Sheet Report > Template > View Style settings for Render Dimensions and Render Item Numbers is checked, therefore, these display in the STRATUS Sheet but are not editable.  See the View Styles (Admin) article for more information.



    2. Click the Adjust view orientation and annotation button.  

    3. Neither Dimension or Item Numbers will will be editable in the STRATUS Sheet.

    4. Notice the orientation can be changed using the cube or a click/drag with the mouse.

  2. When either Dimensioning and Display - Item Numbers tools are turned on in the 3D Viewer:

    1. Either Dimensions, Item Numbers, or both, like in the example below, will display in the 3D Viewer.



    2. Click the Adjust view orientation and annotation button.  

    3. Either Dimensions, Item Numbers, or both, like in the example below, will be editable in the STRATUS Sheet.

    4. Notice the orientation can be changed using the cube or a click/drag with the mouse.



  3. To Move or Hide STRATUS Sheet dimensions and/or Item Numbers, with either Dimensioning and Display - Item Numbers tools are turned on in the 3D Viewer, click the Adjust view orientation and annotation button

     

  4. The Item Number tags and Dimensioning labels will display. Hover over a tag or label and the Move and Hide buttons display.



    1. Move - Note: Moving a dimension or a tag will affect all viewports as well as the 3D viewer. As a result, after moving a dimension, the Cancel button does not move the dimension back to a previous position, rather it is saved.
      To move the tag/label:

      1. Click the blue move button and let go of the mouse.

      2. Move your mouse toward where you want to place the tag. The tag will disappear as you move your mouse. A leader will display and will follow your mouse.

      3. Click the mouse when you are ready to place the tag. The tag will display.



      4. Click Save or Cancel. When the viewer refreshes, the dimension is moved in the STRATUS Sheet and the 3D viewer.



    2. Hide - Click the hide button. The tag will change to be semi-transparent with gray text on the viewport being edited.

       

    3. Click Save. When the viewer refreshes, the dimension is hidden in the STRATUS Sheet, but remains visible in the 3D viewer.



  5. Note: If you try to set the orientation on a view placeholder with all parts filtered out (the assembly will not display if all parts have been filtered out) based on the view style set on the template, you will get a message saying that there is nothing visible to be oriented and the operation will be canceled.

Generate PDF

  1. To generate a PDF, click the PDF button. The option to open or save the PDF will display.

    1. The PDF will be downloaded to the computer.

    2. The PDF will be opened in a separate browser tab.

    3. The PDF will be added to the Attachments tab.

       

      1. The file name syntax will be [Assembly Name]-[Report Name].pdf

  2. On an iPad:

    1. Click the PDF button. The PDF button text changes to Please Wait.

    2. At the download prompt, click Download

    3. In Safari, the download icon button displays in the top toolbar while the document is being downloaded. Click this icon to open the file.

Print STRATUS Sheet

The STRATUS Sheet can be printed using the Print button.

  1. Click the Print button.

     

  2. Select the printer.

  3. If you have an issue printing, see below for browser-specific configurations.

Full-Screen Mode

Click the full-screen mode button to view the STRATUS Sheet in full-screen. To exit full-screen mode, either click the Exit full-screen button or press the Esc key.

Pan

To pan the STRATUS Sheet, either click the Pan button or press and hold the mouse middle button while panning.

Zoom

Zoom within a STRATUS Sheet can be accomplished either with the Zoom- and Zoom+ buttons or using the mouse scroll wheel.

Extents

To return to the default STRATUS Sheet zoom level, click the Extents button.

 

PDF Issues

Chrome

There may be some configuration required depending on your web browser settings.

  1. If you are using Chrome and you get the following message:

     

  2. In Chrome, go to Customize > Settings

  3. Search for PDF and click Site Settings.

  4. Scroll to the bottom and click Additional content settings and then click PDF documents.

     

  5. Disable the Download PDF files instead of automatically opening them in Chrome button.

  6. Try to Print the STRATUS Sheet again.

Firefox

There may be some configuration required depending on your web browser settings.

  1. In Firefox, click Open Menu, then click Options.

  2. Search for PDF and then change the Portable Document Format (PDF) setting to Open in Firefox.

     

  3. Try to Print the STRATUS Sheet.










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