The Assemblies > Viewer tab displays an assembly. An assembly displays when a users clicks a link from another page like a dashboard or by using the assembly filter tools (Ex. Project, Model, View, Package, Assembly). The assembly’s Status, Division, Comment, Hours, and Cost Type can be updated. The Viewer section includes the Stratus Toolbar. The detailed content section, includes tabs for Parts, Stratus Sheet, CAD Sheet, Notes, Attachments, Tracking, and Tasks.

Open Assembly

Project Drop-down Set to Active Package
The Assemblies > Viewer top navigation includes a Package drop-down. The last package opened or refreshed by the user in the Packages > Viewer is stored as the active package for the model. When an assembly is opened, Stratus will check to see if the assembly is included in the active package. If it is that package name will display in the Assemblies > Viewer > Package drop-down. Otherwise, the Package drop-down will display Unspecified.

Open Assembly from the Models Viewer

1. In the Models > Viewer the Project and Model are selected.

   Open

   

    

2. A link to assemblies displays in 2 places:

   1. Under Filters > Assemblies, click the link to the assembly.

      Open

      

       

   2. Under Display Modes > Assemblies

      Open

      

       

   3. Under Actions > Assemblies. In this case, a part in the assembly must be selected in the Models > Viewer to display.

      Open

      

       

3. The assembly will display with the same Project, Model, and Assembly selected. For the Project:

   1. If the assembly is included in the active package, the package name will display in the Package drop-down.

      Open

      

       

   2. If the assembly is not part of the active package, the Package drop-down will display Unspecified.

      Open

      

Open Assembly from the Packages > Viewer

Project Drop-down: Set to Active Package

1. With the Packages > Viewer opened to a package that includes assemblies, click the assembly link to open the assembly in the Assemblies > Viewer. Links to assemblies can be found under:

   1. Toolbar > Display Nodes

   2. Toolbar > Filters > Assemblies

   3. Packages > Viewer > Items > Assemblies.

      Open

      

       

2. The assembly will display in the Assemblies > Viewer and Package will be set to the active package.

   Open

   

    

3. If the Assemblies tab was clicked, the Assemblies page will open to the user’s default Assemblies tab (Dashboard (below) or Viewer) and the active Project will be set in the Package drop-down.

   Open

   

Open Assembly from the Stratus Home Page

Project Drop-down Set to Active Package
The active package is remembered from session to session. This examples shows Recent assemblies on the Stratus home page.

1. The 2 assemblies below that are in the active package will open the Assemblies > Viewer and the Package will be set to the active packge.

2. The other assemblies which are not in the active package will open the Assemblies > Viewer and the Package will be set Unspecified.

   Open

   

Open Assembly from the Assemblies > Dashboard

Project Drop-down: The selected assembly displayed on the Assemblies > Dashboard works independently from the Packages active package. Also note, for a Package to display in the Assemblies > Dashboard > Package drop-down list, it must contain at least 1 assembly, otherwise it will be filtered out.

1. In the Assemblies > Dashboard, 1 Project or ALL PROJECTS and 1 Model or ALL MODELS can be selected.  Note: In this example, there are not additional filters for Division or Status and Package is Unspecified. If a Package were selected, assemblies not in the selected package would be filtered off the Dashboard.

   Open

   

    

2. Initially, the Package drop-down will display Unspecified.

3. Open an Assembly included in a Package - To open an assembly that is included in a package, click the Assembly Name link. Note: In this example, the Default Report is displaying.

   Open

   

    

   1. The assembly will display and the package name will display in the Package drop-down.

      Open

      

       

4. Open an Assembly NOT included in a Package - To open an assembly that is not included in a package, click the Assembly Name link. 

   Open

   

    

   1. The assembly will display and the Package drop-down will display Unspecified.

      Open

      

Open Assembly by Scanning QR Code with Handheld Scanner

The Scan assembly QR code using handheld scanner button uses a configured handheld scanner. A user can scan an assembly 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. 

1. Under Assemblies > Viewer, click the Under Assemblies > Viewer, click the Scan assembly QR code using handheld scanner button.

   Open

   

    

2. The word SCANNING will display. The scanner will continue to wait for input until it detects a scan, keyboard action, or mouse click.

   Open

   

    

3. Scan the assembly QR code with the handheld scanner.

4. The assembly associated with the QR code will display.

   Open

   

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

The Scan assembly QR code using camera button uses the built-in camera on a tablet or phone as a scanner. A user can scan an assembly 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.

   Open

   

    

3. The Capture an Image prompt will display asking if you “Would like to Access the Camera.” Click Allow.
   

4. Point the camera at a Stratus QR Code (Part or Assembly) either printed on a label or on the screen.
   

5. The assembly associated with the QR code will display on the device.

Open Assembly by Scanning to the Assembly QR Code Scanned Page

See the Assembly QR Code Scanned article for more information.

Open Assembly from the Containers > Dashboard

Once an assembly has been added to a container, it will display under Containers > Dashboard.

1. From the Containers > Dashboard, expand a Container to which an assembly has been added.

   Open

   

    

2. Click the assembly Name link to open the assembly in a separate browser. 

3. The assembly will display with the Project, Model, and Assembly names. For the Project:

   1. If the assembly is not in the active package, the Package drop-down will display Unspecified.

      Open

      

       

   2. If the assembly is in the active package, the Package drop-down will display the active package name.

      Open

      

       

Viewer Filtering

Once an assembly is opened, other assemblies can be located using the filtering Assemblies > Viewer filter options for Project, Model, View, Package, and Assembly, or using one of the Open Assembly methods.

Project

To locate an assembly in a different Project:

1. Click the Project drop-down and either select the project or search for the project.

   Open

   

    

2. When switching to a new project, Stratus will not know which model you intend to open. Therefore, Stratus will look for the:

   1. The first model, sorted alphabetically, that contains an assembly will be selected, then the first assembly sorted alphabetically.

   2. If no models include an assembly, the Models > Dashboard will display.

Model

To locate an assembly in a different Model within the Project:

1. Click the Model drop-down and either select the model or search for the model. Only models that include at least one assembly will display in the drop-down.

   Open

   

2. When switching to a new model, Stratus will not know which assembly you intend to open.

   1. Therefore, the last assembly sorted alphabetically will be selected.

View

The VDC department determines which 3D views, 2D views, and Revit sheets will be included in Stratus when the model is published. When an assembly is opened for the first time, Stratus automatically selects the most optimized View. If the published Revit View included linked files, such as architectural or structural models, they can be toggled on and off as needed.

3D View

In the Assemblies Viewer, when a 3D View is selected the tools below are available. A 2D View includes some of these tools.

• Stratus Toolbar tools - See the Stratus Toolbar section in the Models Viewer article for more information.

• Element Search - See the Viewer Settings and Search article for more information.

• Settings - Settings (Ex. Hidden Parts Shaded, Show Backgrounds) impact elements that display in the viewer. Click the gear icon to access viewer Settings. See the Viewer Settings and Search article for more information.

• Home button to reset the view to default

• ViewCube tool

• Autodesk Toolbar

Open

Changing the 3D View

Under the View drop-down, different published views (Ex. 3D views, 2D views, and Revit sheets) can be selected.
Note: For optimal performance, changing views is not recommended as Stratus automatically selects the most optimized view.

To change to a different 3D View:

1. With a 3D View selected, after a different 3D View is selected, a prompt similar to the following will display that reads: “This will set the default view for the package to ‘the selected View name’. Do you wish to continue?”

   1. Note: This prompt does not display when a 2D View is selected.

2. By clicking OK, the selected view will be the new default view for ALL users in ALL viewers (Models, Packages, Assemblies).

   Open

   

    

2D View and 2D Revit sheet

In this example, a 2D View of the same model has been selected. The published model includes an architectural reference file that contains walls which always display in half tone. This view can also include:

• Limited Stratus Toolbar tools - See the Stratus Toolbar section in the Models Viewer article for more information.

  • Display Modes, Filters, Window Select, Properties, Tags and Item Numbers Toolbar

• Settings - Settings (Ex. Hidden Parts Shaded, Show Backgrounds) impact elements that display in the viewer. Click the gear icon to access viewer Settings. See the Viewer Settings and Search article for more information.

• Home button to reset the view to default

• Limited Autodesk Toolbar

  • Pan, Zoom, Camera Interactions, Measure, Settings, Properties, and Full Screen

Open

Package

To locate an assembly in a different Package within the same Project and Model:

1. Click the Package drop-down. For long lists of packages, enter any portion of the package name into the search to filter the list. Packages displays packages in alphabetic order. If a package does not include an assembly, it will not display in the Package drop-down list. The list of assemblies are limited to those within the selected Package.

   Open

   

    

2. Select a different package. Stratus will open the first alphabetic assembly within the package.

   Open

   

Assembly

The Assembly filter displays assemblies in alphabetic order. For long lists of assemblies, enter any portion of the assembly name into the search to filter the list. When selecting a different assembly within the same View, the assembly will display almost instantly. Alternatively, if the newly selected assembly does not use the same View, the model will need to be reloaded (the Powered by Autodesk logo will display in the viewer).

1. To switch to a different assembly, click the Assembly drop-down:

   1. Package - If the package is selected, only the assemblies within the package will display.

      Open

      

       

   2. Package is Unspecified - When the Package is Unspecified, all packages (arrows) and their assemblies will display in the Assembly drop-down.

      Open

      

Assembly Tasks

See the FAB-206: Task Definitions Stratus Academy course for more information.

The Assembly Tasks row will display if:

1. An Assembly Task has been configured by an administrator (e.g., Task Definition).

2. The Station is assigned to the device.

3. The user is Signed in to the station.

4. The Assembly Task is triggered either by a tracking status change or manually.

   Open

   

    

5. An Assembly Task's status can be updated by clicking the labeled button (e.g. Cut Assembly):

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

   2. Blue – indicates the task has been started.

   3. Green – the task is done.

   4. Transparent - When a task button is transparent it means the user can view the task but the Station has not been assigned to the device.

6. Once the task is complete, the assembly tracking status is updated. If this is the first assembly in the package to be completed, the package tracking status is also updated.

Viewer - Expand / Collapse

By default, the Assemblies > Viewer tab displays the Viewer (left) and the assembly’s detailed content tabs (right). Clicking the expand to full screen button in either section will change both sections to full screen, one stacked on top of each other. 

Below are the mechanics of the Assemblies Viewer:

1. Default View - Viewer (left) and assembly’s detailed content tabs (right) and expander/collapse buttons in both panels. Click a part in the viewer and it will be selected in the in the assembly’s detailed contents Parts tab, or check a Part in the Parts tab and will be selected in the Viewer.

   Open

   

    

2. Click the Viewer panel expander - The View expands to full screen and the assembly’s detailed contents displays full screen below the View. Click a part in the viewer and it will be selected in the in the assembly’s detailed contents Parts tab, or check a Part in the Parts tab and will be selected in the Viewer.

   Open

   

    

3. Click the collapse button in either the Viewer or assembly’s detailed content tabs - The default view will display. In this example, when the Viewer was expanded to full screen the user zoomed in on the assembly, added dimensions, and then collapsing the panels retained both.

   Open

   

    

4. Click the assembly’s detailed content tabs expander - The assembly’s detailed contents display on top and the Viewer on the bottom. In this example, the Stratus Sheet tab was clicked and the zoom and dimensions are retained from the previous example.

   Open

   

Viewer - Settings

Click the gear icon to access viewer Settings. See the Viewer Settings and Search article for more information.

Open

Settings in the Assemblies > Viewer include the following:

• Hidden Parts Shaded

• Show Backgrounds

• Multiple Part Selection

• Dynamic Tags

• Decimal Inches / Feet Inches Toggle

Viewer Search for Parts

Click the Search icon to access the viewer's Search. See the Viewer Settings and Search article for more information.

1. Click the Search button.

   Open

   

    

2. Click into the Search box. The gear icon will display. 

   Open

   

    

3. Click the gear icon to display and configure the search settings.

   Open

   

Viewer - 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”.

   Open

   

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

      Open

      

       

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

      Open

      

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

         Open

         

          

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

      Open

      

       

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

      Open

      

       

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”.

   Open

   

Viewer - Stratus Toolbar 

Display Modes

See the Models > Viewer Display Modes article for more information.

Filters

See the See the Models > Viewer Filters article for more information.

Grid Offset Measurement

See the Models > Viewer Grid Offset Measurement article for more information.

Click the Grid Offset Measurement tool for a digital tape measure and then select an item in the viewer. The tool will display the item’s dimension offset from grid line intersections. You can pick which level the tool is referencing and select which grid to measure in the drop-down. The distance to the X, Y grid line will display for point A and point B.

Open

Display Grid

See the Models > Viewer Display Grid article for more information.

Click the Display Grid tool to display the model grid. The RVT or DWG would need to have been published with a grid.

Open

Properties

See the Models > Viewer Properties article for more information.

Display Tags and Item Numbers Toolbar

Project Roles

For information about permissioning the Numbering buttons, see the Project Roles Numbering article.

Open

Display Tags and Item Numbers Toolbar

Clicking the Display Tags and Item Numbers Toolbar button:

1. Displays any existing tags. See the Create Tags section below.

2. Opens a flyout that includes separate buttons for Renumber Parts, Create Tags, Delete Part Item Numbers, Delete All Tags, and Custom Tags. In each viewer, item numbering rules and tag shapes are controlled by the Administrator.

Open

Renumber Parts (Stratus.Part.Number)

For a part item number tag to display, the part’s Stratus.Part.Number must have a value.

1. The company Admin configures several settings to define how and if parts are numbered. The settings control:

   1. Whether or not assembled parts or unassembled parts can be numbered in a specific viewer (Model, Package, or Assembly).

   2. How different parts are numbered based on Part Filters (Ex. The weld should include a Prefix or Suffix).

   3. Whether or not to automatically renumber assembly parts when they are created or modified.

   4. In addition, the Can Number Tracking Settings rule is honored when users attempt to number parts.

2. Once the Item Number Scheme is configured by the Administrator, a part’s Stratus.Part.Number property value is set during a numbering action. Numbering actions are described below:

   1. Model Publish

      1. Authoring Software is Right - For companies who prefer to number parts in the authoring software, the only numbering action occurs during the publish process. Note: The admin can configure numbering rules so that the authoring software is used to number parts that match certain Part Filters while Stratus is used to number other parts. The Stratus.Part.Number value for parts that match the Authoring Software is Right rule cannot be numbered differently in Stratus.

      2. Stratus is Always Right - When a model is published for the first time, no part that matches a Stratus is Always Right numbering rule will include a value for the Stratus.Part.Number property. The value will be applied during a different numbering action. Then, when this model is imported, any Stratus.Part.Number property values that were populated in Stratus can be stored in Revit. When the model is republished, the Stratus.Part.Number property will be retained.

   2. Renumber Parts or Renumber and Tag Parts button - When any user clicks the Renumber Parts button or the Renumber and Tag Parts button the Part Filter for each project Numbering Rule is checked. As soon as a part matches a filter it will be eligible to populate the Stratus.Part.Number and will not be matched with any other Part Filter.

      1. Note: The button flyout can be displayed by either: 1) clicking the expand carrot or 2) by doing a long click (2 seconds) on the button.

      2. Note: If you think parts should be numbered but are not, check with Administrator to ensure the assembled or unassembled parts can be numbered in the viewer you are in.

   3. Manually Edit Stratus.Part.Number property - When the part’s Part Template Stratus.Part.Number property is editable, user’s with permission can manually edit the part’s Stratus.Part.Number property value.

      1. Note: If you think parts should be numbered but are not, check with Administrator to ensure the assembled or unassembled parts can be numbered in the viewer you are in.

   4. Create or Modify an Assembly - When a user creates a new assembly or modifies an existing assembly the assembly parts may automatically be numbered. Check with Administrator to determine if the Renumber Parts When Creating or Modifying Assemblies setting is checked for the part’s System Type.

3. Once a part’s Stratus.Part.Number property is added or deleted in one viewer (Ex. Assemblies Viewer) it is added or deleted in all Viewers (Ex. Models Viewer and Packages Viewer).

Create Tags

When the Create Tags or the Renumber and Tag Parts button is clicked in a viewer (Model, Package, or Assembly), the following tags can be created depending on how the Administrator has configured the Viewer Tags options.

1. Part item number tag - For a part item number tag to be created, the part must have a Stratus.Part.Number property value.

   Open

   

2. Package - Package tags display in the Models Viewer and provide a link to the package.

3. Assemblies - Assemblies tags display in the Models Viewer and the Package Viewer and provide a link to the assembly.

4. Connected Assemblies - Connected Assembly tags display in the Assemblies Viewer and provide a link to the connected assembly.

   Open

   

    

   1. When a Connected Assembly tag link is clicked the messaging after clicking it will depend on whether or not the linked assembly belongs to the same package or not.

      1. Connected Assembly does not belong to any package - In this example, the selected assembly (Ex. SLV002-HWS-002) does not belong to a package. When the Open Assembly link is clicked, the assembly will open without refreshing the page or giving a prompt.

         Open

         

      2. Connected Assembly does not belon to the same package - In this example, the selected assembly (Ex. SLV001-HWS-001) belongs to the SLV001-L1_B-Heating Water System package, however the linked assembly (Ex. SLV002-HWS-001) does not belong to the same package. As a result, when the Open Assembly link is clicked, the following dialog will display confirming you want to change packages.

         Open

         

5. Notes:

   1. Dynamic Tags - Tags dynamically display the current values of whatever property they are referencing. For standard item number tags, they will reference the Stratus.Part.Number property. Existing static tags will be updated to dynamic tags once a change has been made to the Stratus.Part.Number property or once new tags are placed.

   2. Any tags that reference a blank value will be removed upon deletion of the value. For example, if the Stratus.Part.Number property value is deleted, the related tag will also be deleted.

   3. Filters - Only visible parts will be tagged, therefore, using a Filter (Ex. Company) that changes the viewers visible parts will impact tagging.

   4. Assembly Tags and Package Tags - Assembly Tags and Package Tags will only display if the assembly or package existed when the Create Tags button was clicked.

Custom Tags (Annotation Tags)

Custom Tags enable the user to add a Custom Tag to one or more parts. There are 5 Annotation Types: Item Numbering, Properties, Fields, Aliases, or Notes. Below is information on how to Create a Custom Tag.

To place an annotation tag on a part:

1. Click the Custom Tags tool button. The Custom Tags panel will display. 

   Open

   

    

2. Select the Annotation Type (Ex. Properties). Properties also includes extra settings that other Annotation Types do not (Ex. Override Value). Notice that nothing displays in the Selected Tag field until an item under Properties is selected.

   Open

   

    

3. Click the Properties drop-down and select an item (Ex. Diameter). Selected Tag now displays the selected property (Ex. Diameter). Select a Tag Shape if other than Rounded (default).

   Open

   

   1. Begin typing the tag name to jump down in the list.

   2. The most recently selected and active option is listed at the top of the panel on dropdown change.

   3. Notes are defined under Admin > Company > Notes, or, can be added when a Tag Override Value Label is entered (see below).
      
      

4. With the Annotation Type and item selected, click the part in the viewer and the Annotation Tag will display. The annotation tag will be placed on the centroid of the element.

   Open

   

    

5. Display the Prefix on Annotation Tags - Check the Display the Prefix on Annotation Tags checkbox to add the tag prefix (Ex. Diameter).

   Open

   

6. Override Prefix - Check the Override Prefix checkbox to enter a different prefix label (Ex Dia).

   Open

   

    

7. Override Value - Check the Override Value checkbox to enter a different Label value. When the Annotation Type is Notes, a new assembly note can be created by selecting an existing note and entering an Override Value Label. 

   Open

   

    

8. Once a tag is placed, it is connected to a lead. To move the tag: 

   1. Hover over the tag and click the blue move  button and let go of the mouse.