Q: What is the purpose of the Profile Stage?

A: The Profile Stage allows you to upload and scale floor plans, as well as pre-select the main elements (icons) that will be used frequently in a project.

Q: How do I upload a floor plan?

A: n the Profile Stage, click "Upload Plan" and select your floor plan file. You will be prompted to scale it by drawing a line on a known dimension.

Q: How do I pre-select elements for a project?

A: In the Profile Stage, go to the "Elements" section. Here you can choose and pre-select elements like cameras, door sensors etc. that will be used frequently.

Q: Why is it important to pre-select elements?

A: Pre-selecting elements makes them quickly accessible later during surveying and design. It saves time instead of searching for them.

Q: Can I add new elements later on?

A: Yes, you can add additional elements in the Pre-Design and Design Stages beyond what was pre-selected. Pre-selection just makes common elements readily available.

Q: What information should I enter for client details?

A: In the Profile Stage, fill out company name, addresses, contact names, emails, phone numbers and other known details of your client.

Q: How do I move from Profile Stage to the next stage?

A: When complete, click the "Pre-Design >" button in the Profile Stage to advance to the next stage.

Question: How do I start a new project in the Profile Stage?

Answer: To start a new project, you will need to go to the 'Projects' page on the main navigation bar and select the project you are involved in. This will bring you to a section where you can upload a new plan using the 'Upload Plan' button. This is where you will upload a floorplan image for the initial Profile Stage. When uploading the floorplan image file, you will be routed into a screen with a pop-up notification to double-click the image to place the ruler.

Question: How do I scale my floorplan correctly in the Profile Stage?

Answer: After uploading your floorplan, you will need to double-click on the image to place a ruler. Draw the line on a common reference point such as a doorway (which is typically 3 feet wide) and then input the distance of the drawn ruler appropriately. These steps are crucial to properly scale the floorplan so that the design can be made with the most precision.

Question: How do I title my survey and submit it in the Profile Stage?

Answer: After scaling your floorplan, the next step is to title your survey. Once you have given your survey a title, you can submit it. Submitting the new plan will allow it to appear in the Profile Stage folder.

Question: How do I pre-select elements for my survey in the Profile Stage?

Answer: After submitting your plan, you need to navigate to the 'Icons' button in the Profile Stage section. Here, you can pre-select elements to be displayed in the survey image later on. These pre-selected elements can be a wide range of options, like a specific camera from a manufacturer such as Verkada, for example. The pre-selected element could also be a lift or a ladder, etc. that is needed in order for a technician to have easy access to an install.

Question: How do I move my project to the next stage after completing the Profile Stage?

Answer: Once you have completed all the steps in the Profile Stage, including uploading and scaling your floorplan, titling and submitting your survey, and pre-selecting your elements, you can push your project forward to the next stage. You can do this by clicking the 'PRE-DESIGN >' button in the upper right.

Question: How do I add pre-selected icons (elements) to my survey in the Profile Stage?

Answer: After submitting your plan and navigating to the 'Icons' button in the Profile Stage subpage, you will see an option for 'Available Icons'. This is where you can add pre-selected icons (elements) that will appear in the opened drawing in the 'Field Elements' dropdown (found under the left toolbar).

Question: How do I view the pre-selected icons (elements) that will be used in my project?

Answer: In the 'Icons' section of the Profile Stage subpage, you will see an option for 'Selected Icons'. This displays all of the preselected icons (elements) that will be used in your project.

Question: How do I view the start and end date of my project in the Profile Stage?

Answer: In the Profile Stage, there is an 'Opportunity Information' dropdown. Here, the start date and end date of your project are displayed. This dropdown is also where admins can use the 'Hibernate' function when a project is going to have a break period when work is not going to be done temporarily.

Question: How do I view the address and contact information of my project site in the Profile Stage?

Answer: In the Profile Stage, there is a 'Site Information' dropdown. This displays the address and contact information of your project site.

Question: How do I view the assigned employees for my project in the Profile Stage?

Answer: In the Profile Stage, there is an 'Opportunity Team' dropdown. This dropdown displays the assigned employees for your project, including the Account Manager, Surveyor, Designer, Proposal, and Technicians.

Question: How do I add pre-selected icons (elements) to my project during the profile stage?

Answer: To add pre-selected icons (elements) to your project during the profile stage, navigate to the 'Icons' button in the profile stage section. Here, you can add the elements that will be used in your project. These pre-selected elements will be displayed in the survey image later on. This is an important step as it sets the foundation for the design of your survey.

Question: How do I upload a new plan during the profile stage?

Answer: To upload a new plan during the profile stage, go to the 'Projects' button on the main navigation bar and select the project you are involved in. This will bring you to a section where you can upload a new plan using the 'Upload Plan' button. After uploading the floorplan image file, you will be prompted to double-click the image to place the ruler. Draw the line on a common reference point such as a doorway (3 feet) then input the distance of the drawn ruler appropriately. This is important to properly scale the floorplan so that the design can be made with the most precision.

Question: How do I title my survey and submit it during the profile stage?

Answer: After uploading and scaling your floorplan during the profile stage, the next step is to title your survey. You can do this by entering your desired title in the provided field. Once you've titled your survey, you can submit it by clicking the 'Submit' button. Submitting the new plan will allow it to appear in the Profile stage folder.

Question: How do I move my project to the next stage after completing the profile stage?

Answer: Once you've completed all the necessary steps in the profile stage, including uploading your floorplan, scaling it, selecting your elements, and submitting your plan, you can move your project to the next stage by clicking the 'PRE-DESIGN >' button in the upper right. This will push your project forward to the pre-design stage where further details of the project will be worked out.

Question: How do I view the team assigned to a project during the profile stage?

Answer: To view the team assigned to a project during the profile stage, you can use the 'Opportunity Team' dropdown. This dropdown displays the assigned employees for a project, including the Account Manager, Surveyor, Designer, Proposal, and Technicians. This allows you to see who is involved in the project and their respective roles.

Question: How do I set the start and end dates for a project during the profile stage?

Answer: To set the start and end dates for a project during the profile stage, you can use the 'Opportunity Information' dropdown. This dropdown allows you to input the start date and end date of a project. This is an important step as it helps in project planning and scheduling.

Question: How do I add the address and contact information of the project site during the profile stage?

Answer: To add the address and contact information of the project site during the profile stage, you can use the 'Site Information' dropdown. This dropdown allows you to input the address and contact information of the project site. This information is crucial for communication and coordination purposes.

Question: How do I view the assigned employees for a project during the profile stage?

Answer: To view the assigned employees for a project during the profile stage, you can use the 'Opportunity Team' dropdown. This dropdown displays the assigned employees for a project, including the Account Manager, Surveyor, Designer, Proposal, and Technicians. This allows you to see who is involved in the project and their respective roles.

Question: How do I delete a project during the profile stage?

Answer: To delete a project during the profile stage, you can use the 'Admin Control' dropdown. This dropdown allows an admin to delete a project. Please note that this option is not visible from the Surveyor employee portal.

Question: How do I add pre-selected icons (elements) that will be used in a project during the profile stage?

Answer: To add pre-selected icons (elements) that will be used in a project during the profile stage, you can navigate to the 'Icons' button in the profile stage subpage. Here, you can add the elements that will be used in your project. These pre-selected elements will be displayed in the survey image later on. This is an important step as it sets the foundation for the design of your survey.

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