Editing Buildings and Plans

Editing Buildings and Plans

After establishing an Account's location in the Plan Library (Site, Building(s) and Plan(s)) you can edit and update this information at any time. 

1) First, navigate to the Account and select the Plan Library menu option.


2) The Account's existing Sites are listed. If needed, expand the Site Card by clicking the arrow next to the name to view the Site's Building(s) and Plan(s).
Click the Information link to view the Site's details. 


3) The Site's details are shown below. The Site name can be edited here if needed. Click the Update Site button to save any changes.  
You can also add a new Building to the Site by clicking the + Add Building button. 
To edit a Building's information, click the Edit icon shown next to the Building name. 


4) The Building Information page is shown below. Here, you can:
  1. Modify the Building Name and Address fields
  2. Archive the Building by clicking the Archive Building option. Note that only Managers and Administrators have the ability to Archive a Plan. And once Archived, only an Administrator is able to Delete it. 
    11:58
    Only admins can delete
  3. Add a new Plan to the Building by clicking the Add Plan button
  4. Edit existing Plans by clicking a Plan image at the left and then:
    1. Rename a Plan
    2. Modify a Plan using the Markup Plan button
    3. Replace a Plan using the Replace Image button
    4. Set or change the scale using the Update Plan Scale button 
    5. Archive a Plan using the Archive Plan option at the top right of the plan preview
5) Once all of your changes have been made, click the Update Building button to save your changes.

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