Dri-Plan User Guide v4.0 – Releases June 2015
Contents
1. e Touch the switch camera icon circular arrows inside camera outline to change from the front camera to the back camera of your device Once an image is taken select retake or use photo Once accepted use photo it will appear on the list in this same screen All project photos can be viewed from this screen Scroll through photos by swiping up or down on the list You can also edit notes for photos by touching the EDIT icon pencil to the right of each image Save the note by touching the SAVE icon red disk to the right of the note To enlarge an image touch the photo When finished viewing touch anywhere on the screen away from the image NOTE If you are using a cellular enabled device you can adjust the settings for sync photos over cellular under the settings area of the app You can find this setting by using the SETTINGS con wrench at the bottom of your Room Zone Floor or Project list screen Room Notes Dri Plan includes several note taking features to allow for thorough documentation of project details Room notes are specific to each room and are saved by both the room name and service date If needed several separate notes can be taken for the same room on the same service date There are several other areas for capturing notes These include e Project notes Access from the main project list screen These notes can be edited at any point during the project and are inclu2. 26 Monitoring Tables Reviewing Data Two tables exist for reviewing and editing monitoring data the atmospheric monitoring table psychrometric readings and the moisture monitoring table moisture content readings Both tables provide a means to quickly review changes in monitoring data and to allow for quickly editing that data These views should be used during the initial project setup to verify that all monitoring data has been gathered It is also a critical part of the ongoing monitoring process discussed later in this guide Atmospheric Monitoring Table 1 Activate the atmospheric monitoring table by touching the ATMOSPHERIC TABLE icon in the upper menu bar meter shape immediately left of the target shaped icon Change the date range in the table by swiping left or right across the date row Scroll through areas by swiping up or down on the table Each room in the active zone is listed including an area for Outside Edit the data in the table by touching the EDIT MODE icon pencil on the far right The fields that can be edited will become blue Use the SAVE icon red disk to the far right once complete NOTE When using this table during follow up monitoring visits after initial setup adding data to an empty field may create a new service date for the room Please see Adding New Service Date for a discussion on this topic NOTE the value for gpp humidity ratio in
3. rrrnnrnnnnnrnnnrrnnnrrnnnrrnnnrennnnen 27 Assigning ServiCes rrrarrrrrannrrrnnnenrannennnnnennannennannnnnansnnnnssnnnnssennnn 28 Monitoring Projects Suggested Process ccccccseeeeeeeee 30 BEST Practice PIOCESS vr anana aana anana aana eaaa rene 30 Monitoring Projects Detailed Pro0cess aana aana aee aee 32 Selecting Project to Monitor rrarrrnnnnnrnnnnnenrannennannennnnsnnnnnennnnnnnn 32 Editing Project Notes and Details rrrrrrnnrrnnnrnnnnnnnnennnrnnnrnnnnennnen 32 Adding New Service Date cccccccccssececeeeeeeaeeeesaeeeeseeeeesaseesaees 33 Reviewing Equipment Changes cccccccccsseeeeseseeseeeeeeaeeeesaaeees 34 Reviewing Monitoring Data rrranennnrnnnnnnnnennnrnnnnnnanennnrnnnrnnnnennsen 35 REMOVING Equipment rernnrnnnnonnnennnrvnnnnvnnennnrnnnnnnnnennnrnnnnnnnnennnen 36 FM ENE asa asas nana aaa aa aa Sa aaa a b aan a aaa a aa ee een 37 Verifying Complete Monitoring aana eaaa eaaa aa naen nenen a aane eee 38 DRI PLAN MOBILE DOCUMENTATION VERSION 3 2 NOVEMBER 2014 Basic System Overview This section provides a basic overview of Dri Plan and suggested Apple devices for use with the iOS application solution designed to satisfy the needs for fast reliable and professional recording and reporting of project data in the water damage restoration field It utilizes iOS based mobile device technology and a unique graphic
4. LEGEND BRANDS Dri Plan Mobile Documentation System WE DRI PLAN mean User Guide For Version 4 0 June 2015 LEGEND BRANDS Dri Plan Mobile Documentation System LBG Distributing Inc 2014 2015 15180 Josh Wilson Road Burlington WA 98233 800 932 3030 www legendbrands net Updated May 27 2015 Table of Contents Basic System Overview rrrararnrrnnarennnrevanennnnennnennanennnrnnanennenene 1 Icon Reference Guide rrrnnannnnannnnnnnovnnnnnnnnennanennanennannnnnnnennnn 3 Quick Start Guide rrrrnrrrorrnrrnnnrnvvnrrnnnnnsvnnnrnnnnnsvnnrrnnsnsvennrnnnen 4 Log Into Mobile App rranrnnnnnnrnannnnnnnnrnnnnnnnnnnrnnnnnannnnrnnnnnnnnnsennn 9 SEN 9 Creating a New Project ccccecccceececeececeeeeseeeeeseeeeseneeseees 10 Building Project Layers Floors Zones ROOMS cccsceeeeeees 11 SKOLANI R OONO SN eee 13 Water Migration Markers rrrrnrennrrnnnnrnnnennnrnnnrnnanennnrnnnnnnnnennsnnnnn 15 Assigning Wall Properties rrrarennnrnnnnrnnnennnrnnnnnvnnennnrnnnnnnnnennsnnnnn 16 Assigning Room Detail Class Category etc rrrarrrrnrrrrnnrrnnrr 17 Taking Room PHlotoS cccccccseccceeeseeeeeeeeeeeeceueeeeeeseeeseueeaeeenaees 18 KROOM NOI Sverre 19 Adding E NN 21 Adding Monitoring locations rrrrennnrrrnnrrvnnnrrnnrrnnnrrnnrnnnnrnnnnnnnnnne 23 Equipment Table Reviewing Assignment 0cccssseeseeeeeeeees 26 Monitoring Tables Reviewing Data
5. Monitoring section of this guide for more information on this step IMPORTANT Always be aware of the active date and room in the upper left of the screen All changes made will affect the date and room shown boo DRI PLAN Not Charging gt gt iPod amp Crrojects Floors 2015 0427 Burlington Combo S First Floor Location Burlington WA Project Name 2015 0427 Burlington Combo Crawispace Created at 2015 05 27 17 45 36 Updated at 2015 05 27 17 45 36 Customer Name Kevin Fisher Phone 360 757 7776 Address 15180 Josh Wilson Road Burlington WA Settings Notes Water damage was from a clean Sync Photos over Cellular of home is carpeted concept Reset App DB limited contents Full DB Backup Log In to Mobile App Upon launching the iPad or iPhone app or after other steps that result in logging out you will be presented with the log in screen 1 Enter your user name typically your email address 2 Enter your password 3 Click Submit If using the application in free demo mode simply click the demo option in red Also included on this screen is the application version number Presently the most recent version of the application is version 4 0 released in June of 2015 Check the Apple Store for updates and new releases or visit www dri plan com There is an information icon also included on this screen which provides a brief description
6. NOTES mode using the icon in the upper menu bar notepad and pencil Add and save the room note As needed activate the PHOTOS mode using the icon in the upper menu bar photograph icon Add and annotate photos Repeat from step 6 for each icon in the active room until the red dots are removed from all icons Select the next room to be monitored using the BACK button in the upper left corner of the screen blue arrow Touch the room name to be monitored Repeat from step 4 of this process for each room in the current zone IMPORTANT You will again be prompted to Add New Service Date upon selecting each room This step must be completed for each room before beginning to update monitoring data To ensure you have added the service date check the date in the active date window in the upper left corner of your screen If this date does not reflect the current date touch the window A list of available service dates will appear If the current date is not in the list it has not been added as a new service date Use the plus icon in this date window to add tl Use the table view modes in the upper menu bar to review your monitoring data Verify the data is complete and that no rooms or locations have been missed It is suggested this be done for a EQUIPMENT TABLE Verify equipment totals are present for all types as expected b ATMOSPHERIC TABLE Add and verify temperature and humidity data for
7. cleverly marked with a red dot to let you know it still need attention Dri Plan then captures an image for each service date allowing you to review the equipment layout status and progress for each day visually If service dates are not properly added however this time saving feature will not provide the benefit it s designed to give you To ensure proper construction of each new service date follow this process during your follow up monitoring visits pees EPER 1 Select the appropriate room to be monitored from the room list a If in the canvas view mode use the BACK button in the upper left of the screen blue arrow The list of rooms will appear on the left of your screen b If viewing the project list floor list or zone lists you will need to drill down to the room level by selecting the appropriate project floor and or zone After selecting the zone you will arrive to the canvas view mode Refer to step a above 2 Add New Setvice Date a Once you select a room you will be prompted with a popup Warning r You are not making changes to the menu The menu will ask you to Add Today s Date Of current date Do you wish to add lt anakan Continue Select Add Today s Date to add the current date Add Today s Date mobile device settings asa new service date for the selected Continue room IMPORTANT This process must be followed for each room om your project to trigger
8. Activate the room NOTES icon by touching the icon in the upper menu bar notepad pencil The icon will become blue indicating it is active A window will open from the bottom of the screen 3 Use the Plus symbol to add a new note The note area will turn to a light blue green with the phrase Please write new note here Touch this area of the screen and your device keyboard will open Begin typing NOTE I using an external keyboard the device keyboard will not open w f eman gt 5 x v he Ee Note View x A NOTE If using a cellular enabled device or if there is an active internet connection by Wi Ft you can use the annotate feature by touching the microphone immediately to the left of the keyboard 4 Once the note is complete use the SAVE icon check mark The keyboard will close and your note will appear on the left as the current date You can touch this date to view the note a Edit existing note Touch the date that represents the note it will become visible in the notes window Use the EDIT icon to step into the note and edit Use the Save icon to save once complete b Delete existing note Touch the date that represents the note it will become visible in the notes window Touch the DELETE icon X to delete it c Add another note Use the plus icon to add as many notes as needed Remember the note will save as the current date and to
9. More information on this topic can be found under IMPORTANT Dri Plan will automatically refer to the previous service date for the selected room and copy all equipment placement and monitoring location data Ensure you complete this process daily for any active projects 5 You will be presented with a view showing the selected room as active on the canvas walls in red Icons representing the location of the previous day s equipment and monitoring locations will appear accompanied by a red dot The dot indicates that the item needs to be monitored and updated 6 Double tap each icon and supply the current date data Use the SAVE icon check mark to save after updating each item a b Update notes for equipment items Add temperature and humidity data for dehumidifiers Add current moisture content surface temperature and wicking information for monitoring points Use the DELETE icon to delete equipment items that are being removed on that service date 30 re 10 11 12 s necessary relocate items within the room if item has been moved to a new location by placing your finger on the icon and dragging it to its new location NOTE Itis suggested that you not move moisture monitoring points If a new location for monitoring is needed add a new monitoring icon Refer to the section titled Adding Monitoring Locations to review this process As needed activate the room
10. after job setup on a follow up visit to the project also verify the correct service date is appearing in the upper left This field will be blank until one or more assets are added to the project Activate the Equipment Tray This is done by touching the EQUIPMENT TRAY icon box with three lines in the darker grey main menu bar at the top of the screen Scroll through the equipment icons to find the appropriate item Swipe up or down iPad or use the arrows at the top and bottom of the tray iPhone iPod to scroll Drag the icon out of the tray and into the active room Place your finger on the icon in the tray then drag your finger across the screen until the icon is in the correct location Then remove your finger from the screen Add additional details to the item Double click the icon you placed into the active room A window will open from the bottom of the screen Hete you can add information to the icon Use the SAVE icon once complete a Serial Asset You can manually type the asset number select it from a list created by your administrator or use the barcode scan feature to capture it from the device barcode or QR code needed b Code This is pre populated for all default items It is the Xactware code for the item c Dehumidifier Specific Items i Temperature Enter the outlet temperature for that date from the dehumidifier i Humidity Enter the outlet relative humidity for that date from t
11. bar equipment icon to the right of the notes icon 2 Scroll through the list of equipment by swiping your finger up or down on the list All equipment in the active zone will appear on the list 3 Change the date range by swiping left or right across the date row Four dates will appear at one time 4 Expand any equipment type by using the plus symbol immediately left of the equipment type name far left column Not Carang at EE MALA a Use the EDIT MODE icon pencil to the far right of the row to edit the Asset ID Xactware Code or Note for equipment items if needed b Use the SAVE red disk icon to save changes c Collapse the detail by touching the minus symbol to the immediate left of the equipment type name far left column 34 nm Not Grarging WA Living and Dining X SI Z fh 9 B A r Canvas View 1 Select the room you need to review by touching the room name on the canvas or by using the BACK button blue arrow in upper left of screen and selecting the room name from the list 2 Touch the active date window and select the desired date The screen will refresh and show the equipment placement and monitoring status for the selected date 3 Touch the active date window again and select the next service date The screen will again refresh and show the changes made to equipment placement and monitoring status IMPORTANT Any changes made to e
12. field will open a list Depending upon how your account is structured one or mote office locations will appear If this list is empty please refer to the Syncing Mobile App section earlier in this guide The notes field is an unlimited field You can enter as much or as little information here as needed You can also return to this form later during the project and add additional notes There are also other areas in the application to add notes such as notes for specific rooms equipment items photographs monitoring locations etc It is therefore suggested to use the project notes area just for information that describes the entire project and not specific areas of the project 10 Building Project Layers Floors Zones Rooms Dri Plan organizes projects into three layers There s no limit to how many items you can add to each layer allowing Dri Plan to handle anything from a single bathroom to a multi story high rise Use the ADD NEW LAYER icon to create new layers 1 Floors The floor level is exactly as it appears Use this first level to add a floor for each horizontal section of the property Do not forget to add a floor for crawlspaces and attics if they are a part of the scope of work 2 Zones The zone level is used to break floors into separate drying chambers The application will provide suggested dehumidification sizing by zone and will break certain reports and graphs into zones Use
13. grains per pound of dry air will auto calculate Moisture Monitoring Table 1 Activate the moisture monitoring table by touching MOISTURE TABLE the icon in the upper menu bar target shape Change the date range in the table by swiping left or right across the date row Scroll through monitoring locations by swiping up or down on the table All monitoring locations for the active zone will appear in this table Expand a monitoring location for more detail by touching the plus icon to the immediate left of the monitoring location ID 27 Active Room P mar Some Len emo D LG FH Active Date 5 Edit the data in the table by touching the EDIT MODE icon pencil on the far right The fields that can be edited will become blue Use the SAVE icon red disk to the far right once complete a Meter Values The first four fields are the area in which the meter value can be recorded by date Sutface Type The type of surface being monitored example Floor Ceiling S Temp Surface temp for the current active service date see active date in the upper left corner of your screen Goal The dry standard or drying goal Wicking The amount of wicking up or across the surface or material for the current service date Meter Note Description of how the meter is being used and or what type of meter Material Note Description of the material or assembly type being monitored NOTE When
14. indicates that additional information can be added to the item such as an asset ID number notes etc This is a feature that allows you to quickly scan a room and identify where information is missing or can be added Some information when added the first day of the project will be retained and not need to be re entered on follow up monitoring visits items that do not change such as the AHAM rating for a dehumidifier Information that is likely to change however will not carry from one date to the next and can be re entered each day performance from dehumidifiers and notes in particular Add equipment to a room using the following process 1 Verify the correct room is active by looking in the upper left corner of the screen The room name should appear in this area The screen should also include a blue background and the active room should have red walls while any other rooms in that zone should appear with grey walls 21 lh AFD L AFD Air Mover Airmover AXL Dehumidifier LGR Dehumidifier STD x Hd Description Air mover per 24 hour period No monitoring UM EA Activity 1 a If the wrong room name is appearing in the upper left select the correct room by touching the room name on the canvas or by using the BACK button in the upper left blue arrow then selecting the correct room from the list b When adding equipment during the Monitoring process
15. looking in the upper left corner of the screen The room name should appear in this area The screen should also include a blue background and the active room should have red walls while any other rooms in that zone should appear with grey walls a If the wrong room name is appearing in the upper left select the correct room by touching the room name on the canvas or by using the BACK button in the upper left blue arrow then selecting the correct room from the list b When adding equipment during the Monitoring process after job setup on a follow up visit to the project also verify the correct service date is appearing in the upper left This field will be blank until one or more assets are added to the project 24 2 Activate the Equipment Tray This is done by touching the icon for 68 HED the EQUIPMENT TRAY box with three lines in the darker grey main menu bar at the top of the screen 3 Scroll through the equipment icons to find the monitoring location icon target shape Swipe up or down iPad or use the arrows at the Dehumidifier LGR top and bottom of the tray Phone iPod to scroll 4 Drag the monitoring location icon from the tray and into the active room This is done by placing your finger on the icon in the tray then dragging your finger across the screen until the icon is in the correct Other location Once it is in place remove your finger from the screen Dehumidifier STD elste Part 5 Add a
16. the active room look at active room window in upper left To save a note to a different room leave the notes area and 20 Active Room Active Date select the approptiate room then re launch the note taking tool Adding Equipment The equipment management system in Dri Plan includes several features to allow you to fully define your equipment use on each project Fields are included to show codes and descriptions associated with common estimating systems Notes fields allow you to track daily adjustments made to each equipment item or other statuses like equipment was turned off The equipment features are also very visual with icons and graphics that let you see and communicate exactly what was used and how it was used Simple indicators let you know at a glance that information is missing and Dri Plan even stores an image for every service date so you can refer back and review exact equipment placement for every day of every room on every job Equipment is added to your Dri Plan project after the sketch process has been completed It is important to verify before adding equipment that the appropriate room has been selected and 1s active Each default equipment item that appears in this tray is pre populated with information related to Xactimate codes and descriptions a time saver for users of Xactware software Once added to the room equipment icons will appear with a small red dot This dot
17. this function only when your project has distinctly separate air spaces in a single floor such as with apartment buildings commercial suites etc If only one zone exists you will still have to add it just name it the same as the floor name 3 Rooms Exactly as the name implies these are the areas in a zone divided by walls but not isolated by solid barriers Bedrooms hallways closets kitchens etc in the same residential space for example Project Layers Project Layer 1 Floor Floor 1 Floor 2 Floor 3 Layer 2 Zone i Room 1 i Room 1 i Room 2 Room 2 Room 3 11 hb Location Burlington WA Project Name 2015 0113 AE Created at 2015 02 13 17 52 48 Updated at 2015 02 13 17 52 48 Customer Name Brandon Burton Phone 555 555 5555 15180 Josh Wilson RoadBurlington WA 98233 Build out your project layers using the following process 1 Touch the project name in the project list 2 Add Floors a The screen should now show Floors at the top of the list b Use the ADD NEW LAYER icon folder with plus sign to add a floor c Enter the floor name then use the SAVE icon check mark to save d Repeat for each floor that needs to be added 3 Add Zones a Touch the floor name you are working on b The screen should show Zones at the top of the list c Use the ADD NEW LAYER icon folder with plus sign to add a zone d Enter the z
18. what data is missing d Repeat from a above for each room
19. N icon in the upper menu immediately to the right of the sketch mode icon circle containing the letter 7 In this menu you can e Assign a wall height e Define the wall construction e Adjust a wall length feet inches e Adjust the affected linear feet of all feet inches Use the wall properties menu by following this process 16 1 While in sketch mode and after sketching the room or space activate the wall properties menu by touching the INFORMATION icon in the upper menu bar The icon will become blue indicating it is active 2 Next touch the wall for which you need to edit properties NOTE If no wall is selected the form will populate with the information for the last wall selected To ensure you are editing the correct wall verify the correct wall is selected in the canvas by looking for the red boxes ends of wall and blue box center of wall 3 Adjust the properties as needed then use the SAVE icon check mark at the top of the form to save the properties NOTE After adjusting the height of a wall you can use the icon to the right of the wall height to copy the information to all walls in that room 4 If needed touch another wall in the room while the wall properties menu is open and continue editing until the appropriate properties are set for all walls Us the SAVE icon check mark to save before changing walls Assigning Room Detail Class Category etc The room details scree
20. S application provides functionality to perform several types of documentation These include e High level project description such as name address notes insurer contact etc e Defining project areas such as floors drying zones and rooms bo DRI PLAN e Creating dimensioned room sketches e Assigning project variables such as Class and Category of loss e Viewing equipment minimum requirements for airmovers and LGR dehumidification systems e Assigning equipment by simple drag and drop onto the dimensioned sketch selecting from a wide range of equipment types e Assigning and tracking moisture monitoring locations e Tracking Temperature and Humidity readings e Assigning service items by room and date e Photo documentation along with notes and annotation 2 Website www drieazapp com The Dri Plan website allows you to review current and past projects customize the content of the 1OS app run reports and manage your users With a fully customizable color scheme and logo the site can be truly made your own Customization to the site carries through to your reports too gunn Sim v E Al len ard fridon Ses My joie atan Saman Sif vier Shee Seley Projects can also be initiated from the website allowing fast entry of high level project details such as e Project name e Customer and contact information e Project Address e Project notes e Insurer Co
21. after monitoring it is suggested that you complete two verification processes E EE 1 Use the table view modes and quickly scan for complete data see Projects Livingand Ding X S Z A F B g 6 een T appropriate sections earlier in this guide for using the Table View modes It is suggested that you use the following views as a 7 i minimum to verify complete monitoring on each project 7 2 EQUIPMENT TABLE S ee b ATMOSPHERIC TABLE c MOISTURE TABLE 2 Use the Canvas View for each room and verify all red dots have been 1 n removed from moisture location and equipment icons lt Projects LvingandDinng X D I amp Lh AA ert 202018 Moisture V r x a a Select the room you wish to verify by touching the room name on the canvas or by using the BACK button blue arrow in i ml upper left corner of screen and selecting the room from the list paka a ere b Touch the active date window and select the service date you aka ora cum sere ree need to review Fet 10008 Becroorn 2 ee 4 Ben Gow Wiking Meter Type Meter Note Maan Note Mo St va jo wt II Pan brv wes 8 Dapon Deras 1827 Eero 9 me 4 Siep Got Wicking Meter Type Meter Note Maia Rote No oT 13 om Pita Pn an T pa hae 38 c Verify all icons that appear on screen are in the proper location and that they do not appear with a red dot i Double click icons with red dots and review to determine
22. ashville At ofwfefafrfrfu iole iy 2 Verify your internet connection Go to the settings area on your iPad and or launch your Safari web browser and navigate to a web page and verify connectivity If no connection is present this must be corrected before syncing Re run full sync once connection is restored If connection is present move to step 3 3 After using full sync and verifying an internet connection if data is not transferring contact our technical support department This can be done by a Phone 800 932 3030 SAM 5PM Pacific b Email info dri plan com Also available under the maintenance settings screen are Reset App DB and Full DB Backup These options are for use during technical support if required Use of the Reset App DB option will erase all Dri Plan data from your device Please do not use this setting unless you have verified all important project data has synced successfully Creating a New Project Initiate a new project by using the ADD NEW LAYER icon after syncing This icon is used in several functions throughout the application It can be found next to the Projects list header folder with a plus symbol Touching this icon will launch a window allowing you to enter specific information to describe the project Enter the appropriate content into each field then use the SAVE icon check mark at the top of the form to save the new project The location
23. at date Change the date again and changes to monitoring progress can be observed by changes in the monitoring location icon color e Red approx 20 higher wetter or more than the drying goal e cow Approx 10 20 higher than the drying goal e Green Within 10 of the drying goal or lower Equipment adjustments can be monitored using this same process IMPORTANT Any changes made while reviewing previous service dates will change the data for that service date Removing Equipment As the project progresses and various equipment assets are removed Dri Plan can be updated to reflect an accurate equipment utilization record Equipment should be deleted from Dri Plan on the service date it was removed This can be done using either of the following processes Delete Mode 1 Activate the equipment DELETE REMOVE mode icon from the canvas view The icon to activate this mode is in the upper right corner of the screen in the lower darker grey menu bar A Touch the icon and it will change to a red background 2 Verify you are viewing the correct room and service date by checking the active room and date in the upper left corner of your screen a Active Room If the correct room is not appearing touch the desired room name on the canvas or use the back button blue arrow in upper left of screen and select the correct room from the list b Active Service Date If the correct date is not appearing touch th
24. dditional details to the item Double click the icon you placed into the active room window will open from the bottom of the screen Here you can add information to the icon Use the SAVE icon once complete a Moisture Reading Enter the value from the moisture meter This can be captured daily b Surface Temperature Enter the temperature of the surface of the material This can be captured daily c Moisture Wicking Enter the height or distance the moisture has wicked through or up the material for example enter 6 for 6 up a wall This can be captured daily d Surface type Select from the list the most appropriate surface type If the surface type does not appear in this list it can be manually typed in the Monitoring Table View covered later in this guide e Relative Location Describe the location in the room e g Northwest cornet f Dry Standard Enter the normal or target moisture level 6 Add additional monitoring locations by repeating from step 4 above 7 Add monitoring locations to other rooms by referring to step 1 above 25 Equipment Table Reviewing Assignments Dri Plan offers a table view format for equipment assignments to allow for faster review of daily equipment utilization This view provides the ability to see the total quantity of each equipment type used by day It also offers the ability to edit certain information such as the Asset ID Code and No
25. ded in most reports on the main title page for the project e Room notes Access these at any time from the main canvas screen by touching the NOTES icon notebook pencil in the upper menu bar These notes will only be included in the Correspondence report Notes are date specific and several notes can be captured on the same date e Equipment Notes Access these notes by double clicking an equipment icon in the main canvas These notes are date specific and will appear in the Equipment report and Correspondence report e Photo Notes Annotations Access these notes by launching the photo tool from the upper menu bar Notes are date and photo specific and will only appear in the photo report e Metering Notes Access by double clicking on any monitoring point on the canvas Notes are specific to the monitoring location and are 19 not date specific They are intended to describe the monitoring method and or material type and assembly construction For information on other note types in Dri Plan refer to the appropriate section in this user guide Room notes can be captured using the following process an TT EAR EM 1 Verify you have selected the appropriate room Check the active room noted in the upper left area of the screen If necessary change to the correct room by either touching the room name on the canvas or by using the BACK button in the upper left blue arrow then selecting the room from the list 2
26. e active service date window and select the correct date from the list that appears 3 Remove items by double clicking any icon on your canvas you wish to delete You will be prompted with each item to verify you wish to delete the item 36 IMPORTANT Items deleted using this mode are permanently removed from the active room and service date Equipment Detail Screen 1 Verify you are viewing the correct room and service date by checking the active room and date in the upper left corner of your screen a Active Room If the correct room is not appearing touch the desired room name on the canvas or use the BACK button blue arrow in upper left of screen and select the correct room from the list b Active Service Date If the correct date is not appearing touch the active service date window and select the correct date from the list that appears 2 Double click any equipment icon in the canvas view that you wish to remove 3 Use the DELETE X icon at the top of the popup window to delete the item 4 You will be prompted to verify the removal of the equipment item IMPORTANT Equipment deleted will be permanently removed from your project data for the date and room selected NOTE For accurate reporting from Dri Plan equipment should be deleted from the service date in which the item was removed from the project Adding Equipment As the project progresses equipment might need to be added T
27. e iOS device and is not available to the Dri Plan website until it is synced There are functions provided under the maintenance screen to allow you to fully sync if a data connection issue is experienced Access these options by using the SETTINGS icon wrench at the bottom of your project floor zone or room list Start a Project Use the Add icon to add a new Use the Add icon to add a Floor project use check to save Zones and F and a 4 Location Burlington WA Location Burlington WA Project Name 2015 0113 AE Project Name 2015 0113 AE NOE NOTENE estere ve y Customer Name Brandon Burton Bi 2015 0113 AE NGA E 2015 0126 Nashville C Project Namo Location B 2015 0201 Martin eie Bi 2015 0210 Nashville A Tope Address NOTE Dri Plan organizes projects into three main layers 1 Floors Use for horizontal layers such as crawlspaces living areas First floor Second floor etc attics 2 Zones Use to break areas of a floor into separate drying chambers when needed If there are no separate chambers use the same name as the floor 3 Rooms You access the room list by using the BACK button in the upper left corner of the canvas screen Basic Navigation Key Functions Sketch Information Photos Notes Equipment Table Temp RH Table Material Moisture Table Services Active Room Back to list of Roo
28. each room in the zone c MOISTURE TABLE Verify moisture data has been recorded for each monitoring location and that progress is evident If progress is not evident it is suggested you record a note in the Room Notes area see step 8 above 31 13 After completing monitoring for all rooms you will need to use the BACK button blue arrow in upper left of screen to back out to the zone list and repeat from step 3 for the each zone 14 After completing the process for all zones you will need to use the BACK button blue arrow in upper left of screen to back out to the floor list and repeat from step 2 for each floor Monitoring Projects Detailed Process Selecting Project to Monitor 1 Select the appropriate project from the project list screen by touching the project name NOTE If you are not on the project list screen use the BACK button in the upper left corner of the display area blue arrow Use this button to continue backing out to the main project list screen 2 Once selected you should see a list of the Floors for the project on the left and the project notes and details on the right From this screen you can 3 Access Floor information by touching the floor name Pue wen ot Charge OD KG Projects Floors 2015 0427 Burlington Combo Va Fest Floor Location Burlington WA Project Name 2015 0427 Burlington Combo om Cmte 20607 a Edit floor names by touch
29. eanup Add on for tear out trim base from tile grout after hrs null Add on for tearing out trim base from tile grout Anaolv anti microbial anant wtrarm a Room This must be selected first Touch the room name on the canvas or use the BACK button blue arrow and select the appropriate room b Date Once the correct room is selected touch the active date window in the upper left of the canvas view screen Select the appropriate service date If the date does not appear the current date as set in your mobile device settings can be added as a new service date by touching the plus icon Activate the services view by touching the SERVICES icon in the upper menu bar farthest icon in the top right corner box with five lines This will open a window from the bottom of the screen Touch the Plus icon in the new window to add a new service item a Touch inside the Service field and a popup list will appear b Scroll through this list by swiping up or down c Refine the list by touching the text field immediately above the list and begin typing a key word Only services containing the word or phrase you type will remain in the available services list Touch the service item you wish to add Provide a quantity for the service item Use the SAVE icon check mark once complete NOTE You may need to close your keyboard after adding a quantity in order to vier the check icon dependi
30. etch Activates initial rough sketching tool width length T 7 Add Offset Activates tool to add 90 degree offsets or insets Add Corner Activates tool to add free form corners to walls Water Migration Activates stamping tool to mark water migration OO Undo Undoes last change Quick Start Guide This section provides a basic startup and operation guide Detailed instructions can be found in the appropriate sections later in this guide If you are familiar with the basic navigation used by most iOS Apple device apps you may be able to use Dri Plan with very little instruction The Important Icon Reference Guide on the previous page along with the following quick start guides will give you what you need to get going in Dri Plan quickly Due to the very important nature of some of the features in the mobile app however we strongly suggest you review at least the following sections of the more detailed user guide 1 Sketching Rooms 2 Adding Service Dates 3 Verifying Complete Monitoring Thank you for using Dri Plan Let us know how we can help you achieve success in the Cleaning and Restoration industry The Legend Brands Team 800 932 3030 www legendbrands net Log In and Sync Enter Login info or use the Select Yes when prompted to Demo option sync your device TAg DRI PLAN IMPORTANT The Sync function is a critical element to Dri Plan Data is stored locally on th
31. he dehumidifier ii GPP Calculated humidity ratio in grains per pound of dry air 22 iv AHAM Rating Enter the AHAM rating for the dehumidifier used d Notes Add a note about how or why the equipment is being used This is date specific so additional notes can be added on follow up monitoring visits as needed e Sel Cat Description UM Activity These are pre populated for all default items and are related to the Xactware code f Field This is related to the type of item in Dri Plan Most items will appear with standard 6 Add additional equipment by repeating this process from step 3 Once complete for the active room select the next room by referring to step 1 7 Close the equipment tray by touching the EQUIPMENT TRAY icon again The blue background will turn off and the tray will close 10 07 i 68 a gt XO oh b A NOTE You can remove equipment from the active room by either x E Touching the DELETE icon X next to the equipment tray icon tt will turn red then double clicking the item you with to delete turn the mode off by touching the Delete icon again or Double clicking the equipment item you nish to delete then touching the DELETE icon X in the popup window that appears Web App Note Your account administrator can manage the list of equipment that appear on your mobile device and add additional items from the www drieazapp com web portal Adding Monitor
32. his can be done quickly within Dri Plan using the Equipment Icon Tray Add additional equipment using the following process 1 While in the canvas view verify you ate viewing the correct room and service date by checking the active room and date in the upper left corner of your screen a Active Room If the correct room is not appearing touch the desired room name on the canvas or use the BACK button blue arrow in upper left of screen and select the correct room from the list 37 b Active Service Date If the correct date is not appearing touch the active service date window and select the correct date from the list that appears vermin X O OO Gh oe 2 Activate the EQUIPMENT TRAY by touching the appropriate icon in Boer the main menu bar box with three lines The icon is at the far right G ao o Armovar AXL of the darker grey menu bar 3 Scroll through the list by swiping up or down to find the item you wish to add iPhone or iPod users will need to use the up or down arrows above and below the tray 4 Drag the item out of the tray and into the active room This is done by placing your finger on the icon in the tray then dragging your finger to the appropriate location in the room 5 Double click the icon that is now placed in the room to launch the equipment details screen and supply any appropriate information for the new item Verifying Complete Monitoring To verify all data has been recorded
33. ificantly contaminated e Category 2 Grey Significant contamination 15 Category 3 Black Grossly Contaminated Water migration markers are added during the sketch process While in Sketch mode add water migration markers using the following process 1 Activate the WATER MIGRATION tool in the Sketch Tool window water droplet Itis the fourth tool from the top The icon will turn blue when active Touch the area s within the room or area that are wet and an icon will be placed in that location Continue touching the screen to add additional markers Move or Delete markers a Place your finger on any marker in the room then drag the marker to move it b Double click any marker in the room then touch the REMOVE icon KA to delete it Once complete turn the water migration tool off by touching the tool icon water droplet in the sketch toolbar The icon will change from blue to black indicating it is no longer active Assigning Wall Properties The wall properties menu will allow you to make several assignments and modifications to the walls within the room that has been drawn It is important to first sketch the room before assigning properties as some properties can be copied to all walls If properties are assigned before sketching is complete new walls will not carry the same assignments The wall properties menu is activated while in sketch mode by touching the INFORMATIO
34. ing locations Monitoring locations provide the ability to assign a specific area where meters will be used to measure and track the drying progress of various materials Each assigned location will receive a unique identification number and allow you to track e The meter value daily e The surface temperatute daily e Moisture wicking walls etc daily 23 Active Date e The surface type e Relative location of the monitoring spot e Dry standard or drying goal In addition to these additional information can be added to record a description of the material and the meter being used These details are accessed under the Moisture Monitoring Table see Monitoring Tables section later in this guide Monitoring locations appear as a target icon in the canvas As a default they appear in black and white however they will colorize once data has been added e Red Approx 20 higher wetter or more than the drying goal e elinw Approx 10 20 higher than the drying goal e Green Within 10 of the drying goal or lower As with equipment the monitoring icon will appear with a red dot if information is missing The colorization and the red dot allow you to quickly scan a room and determine the status of drying and if additional information can be recorded Add a monitoring location and associated information using the following process 1 Verify the correct room is active by
35. ing the EDIT MODE icon pencil at the top of the floor list b Add new floors by using the ADD NEW LAYER icon at the top of the floor list folder with plus symbol c Edit project details by using the EDIT MODE icon pencil in the upper right corner of the screen d Scroll through project notes by swiping up or down on the notes field on the right Editing Project Notes and Details rom ABI maremen 2 1 After selecting the appropriate project touch the EDIT MODE me pencil icon in the upper right corner of the screen Touching this area once will close the floor list touching the icon again will open the edit mode From here you can edit any of the project details 2 Scroll through the details by swiping your finger up or down on the screen Select the area you wish to edit by touching inside the field for that information and a keyboard will open 3 Use the SAVE icon check mark once complete 32 4 Use the BACK button in the upper left corner blue arrow to reopen the floor list Adding New Service Date Service dates are a ctitical element within Dri Plan As new information is added during follow up monitoring visits Dri Plan recreates the records from previous days This process dramatically reduces the work you need to do when monitoring as the equipment use monitoring locations etc are automatically prepared for your new service date All you need to do us update each item
36. ional offsets are needed touch the offset tool again and repeat from step a above 4 Add additional corners a To add architectural features to the wall such as bay windows odd angle corners etc use the ADD CORNER tool It is the third tool from the top of the tool bar corner with a plus symbol The tool will become blue when active b Touch a wall assembly where a corner is desired A red box will appear c Drag the red box in our out to add the additional corner d Repeat as needed to add additional corners 5 Exit Sketch Mode a Exit sketch mode by touching the SKETCH icon in the upper menu bar pencil ruler The icon will change from blue active to black inactive NOTE There are additional steps that can be done while in sketch mode if more detail is needed for your scope These include Indicating water migration and assigning wall properties The sections that follow address these steps If you wish to take these steps do not exit sketch mode or re activate sketch mode at a later time to complete these steps when appropriate Water Migration Markers The water migration markers allow you to indicate the affected area within a room or space The markers will default to blue when placed on screen However later in the application you can assign the Category of water loss This assignment will alter the appearance of the water markers e Category 1 Blue Not sign
37. l 1 IV Drag the blue square to move a wall section to adjust room width or length Drag a red square to adjust a corner position if corners are not 90 degrees Use the UNDO button if the change made was in error or if it resulted in an undesired dimension or shape change further Touch another wall if needed to make adjustments Repeat until the overall length and width of the room is as needed 3 Add offsets insets Touch the ADD OFFSET tool box with arrow and offset It is the second tool from the top of the tool bar The icon will turn blue when active Touch the wall assembly where an offset needs to be added The wall will split where touched and two blue boxes will appear NOTE If the split break does not appear in the correct location on the wall it can be adjusted later Continue building the offset then adjust after the offset has been added NOTE If necessary use the undo button to remove the break from the wall NOTE It may be necessary to zoom in to the wall to allow for easter editing This is done by placing two fingers om the 14 screen and spreading your fingers apart You may also place one finger on the screen and slide it across the screen to move the 100m c Drag one of the blue boxes to create an inset or offset in the wall Once complete turn the ADD OFFSET tool off by touching it again The icon will turn black dark grey If addit
38. ms Zones Projects Etc Active Date uvingandoningl X O I Z bt OG Equipment Icon Tools Canvas IMPORTANT Always note the active room and active date Changes made will be applied to what is noted as active Change the active date by touching the active date window Change the active room by touching the room name on the canvas or by using the BACK button in the upper left corner NOTE Double click icons on screen to open windows for reviewing and editing data Red dots next to icons indicate data is missing NOTE Main icons in the top menu bar can be toggled on and off Touch once and the icon will become blue Touch again to toggle the mode off and the icon becomes black Basic Functions Toggle on off each mode Touch to open window and select or add date Toggle equipment icon tray on off double click x to turn delete Double click any icon mode on to open window and edit or review data Drag one finger across screen to move room Pinch with two fingers to zoom Touch room name to change active room IMPORTANT When monitoring a project ensure you add the current date as a new service date This is done by either touching the date window and using the plus icon or by using the BACK button and selecting the room from the room list You will be prompted to add the current date if it does not already exist See the
39. n allows you to view and edit several properties for the active room and to view important equipment calculations for the space You can also access definitions for water Category and Class per the ANSI IICRC S500 Standard and Reference Guide Access the Room Detail screen by touching the INFORMATION icon in the upper menu bar while in the Canvas View The icon will change from black to blue indicating it is active Ensure you are not in the sketch mode as this icon is used for wall properties when sketch is active If the sketch mode is active touch the SKETCH icon pencil ruler to deactivate it Then touch the Information icon to open room details minn XxOsrhted From here you can view and edit e Water Category e Water Class e Room humidity and temperature for the current date and time Room Details vr sige e Assign a floor type omme e View total Affected Linear Feet for the active room Attected Linear Feet 62 01 Minimum Airmovers for Walls 5 Square Footage 108 63 LGR Minimum Pints at AHAM 28 55 17 e View total Square Feet for the active room e View minimum suggested airmovers for the active room e View total minimum dehumidification in Pints Day at an AHAM rating for LGRS for the active Zone While this screen is open edit or modify any of the fields as needed then use the SAVE icon to save your changes You can review important definitions to assist with assignme
40. ng upon your device type Repeat from step 3 to add as many services as required to the active room Refer to step 1 to begin adding services to a different room NOTE When viewing the services list only services for the active room and the active date will appear on your screen If services were added to a different room and or different service date you will need to select the correct room and date to view those services Refer to step 1 in this process for information on selecting rooms and service dates Web App Note Your account administrator can manage the list of services that appear on your mobile device and add additional service items from the www drieazapp com web portal 29 Monitoring Projects Suggested Process In addition to capturing initial project setup details Dri Plan provides a unique and highly adaptable system for ongoing daily monitoring This process can be completed in several ways however the following process is suggested for the most efficient and complete daily monitoring Best Practice Process 1 Select the approptiate project 2 Select the first Floor to be monitored 3 Select the first Zone to be monitored 4 Select the first Room to be monitored IMPORTANT you will be prompted by a popup window asking you to either Add Today s Date or Continue Select Add Today s Date This will add the current date from your mobile device settings as a new Service Date
41. nt by touching the help icon question mark Touch anywhere outside of the popup help window to close the screen NOTE You can enter and modify humidity and temperature readings in other areas of the application See Reviewing Monitoring Data later in this guide Taking Room Photos The photo tool in Dri Plan allows you to utilize the camera on your 1OS device to capture an unlimited number of images on each project Each image is automatically tagged with the project room and date information for your project The photo tool also includes an annotation feature to allow you to capture notes and comments for each photo allowing for a very complete but simple photo documentation system Access the photo documentation tool by touching the photo tool icon in the upper menu bar photo symbol When active the photo tool icon will become blue A screen will open at from the bottom of your device Near the right hand side of this screen you will see a photo icon Touch this icon to launch the in app camera and follow the on screen instructions Take a photo e Use the capture button white circle in the lower center area to take a photo Adjust camera settings e Double tap any area of the image to auto adjust lighting and focus for that area of the image e Double tap and slide your finger up or down to manually adjust lighting e Touch the flash icon if device is equipped with a flash to adjust flash settings 18
42. ntact and Claim information Icon Reference Guide Refer to this chart to identify references to ICONS within the Dri Plan iOS app Sync and Settings Lower left beneath list of Projects Floors Zones Rooms ry ANA Sync Initiates synchronization amp Settings Opens settings and additional sync options Log Out Exits the application and logs user out General On various forms and windows Add New Layer Adds a new project floor zone or room I Edit Mode Initiates edit mode Touch again to exit mode _ Save Saves information added to a row or form oo Leave Form Exits form without saving 4 Back Steps back into layer lists rooms zones floors projects Modes Top menu bar on canvas view Toggle off is black on is blue N XX Sketch Initiates Sketch Mode G G Information Opens Wall Properties sketch or Room info Canvas A Photos Initiates Photo View 7 17 Notes Initiates Notes View loh Eguipment Table Initiates Equipment Table View e 2 Atmospheric Table Initiates Atmospheric Table View Moisture Table Initiates Moisture Table View Services Initiates Services View Canvas Editing Upper menu bar beneath mode icons right side of canvas screen kz E Equipment Tray Opens Equipment Icon Tray KB Delete Remove Deletes item forms or launches delete mode canvas Sketch Functions In sketch mode right side of screen Toggle off is black on is blue Rough Sk
43. of the Dri Plan mobile application Syncing Mobile App After login you will be prompted to SYNC your app It is important especially after your first login to sync so data specific to your account can populate inside of Dri Plan This requires an internet connection either by Wi Fi or cellular access After your initial sync return to the sync function often at least once daily to ensure data on your device is regularly updated and available on the web application for reporting The SYNC icon is located in the lower left corner of the screen circular arrows Note Ifyou are using a cellular data enabled device you can set your preference for cellular syncing under the maintenance and settings area of the app wrench icon In some cases you may experience a connection loss or other issue during sync If this occurs an error message will display after synchronization Check the data on via the web application at www dtieazapp com to ensure your data has synced properly If for any reason it has not take the following actions 1 Runa Full Syne accessed through the SETTINGS icon wrench verify data has transferred to the web application If not move to step the next step Projects E Wi 2014 1202 Burlington Co gi 2014 1218 Valensky 2015 0106 Nashville AS HE 2015 0113 AE Wi 2015 0126 Nashville Ci Project Name WH 2015 0201 Martin Customer Name pal 2015 0210 N
44. one name then use SAVE icon to save e Repeat for each zone that needs to be added to the floor 4 Add Rooms a Touch the zone name you are working on b The screen should now show Rooms at the top of the list c Use the ADD NEW LAYER icon folder with plus sign to add a room d Enter the room name then use the SAVE icon to save e Repeat for each room that needs to be added beginning with step d from this process 5 Touch any room name to enter that room and begin adding details such asa sketch of the room photos notes etc 12 Sketching Rooms The sketch function within Dri Plan will allow you to generate a two dimensional layout of each room and overlay those rooms within each zone This provides a general sketch for the room and the drying zone The sketch function is triggered by selecting the SKETCH icon from the top menu bar on the canvas view ruler pencil icon Once activated the sketch mode icon will become blue and a new set of icons will appear on the right side of the screen In order from top to bottom these icons are x0e Hae ROUGH SKETCH This icon allows you to quickly create a rectangular shape with the approximate room length and width ADD OFFSET Allows a corner to be added to a wall and one section of the wall to be moved in or out to create an offset ADD CORNER Allows a corner to be added to a wall and the corner to be moved in or ou
45. quipment placement or other data while viewing a service date will change the data for that service date Reviewing Monitoring Data Monitoring data is reviewed by using the appropriate table view for the data type you are evaluating These include the 1 ATMOSPHERIC TABLE Allows review of the temperature and humidity data for the active zone a Scroll through date ranges by swiping left or right across date row b Edit data by touching the EDIT MODE pencil icon at the far right of any row Save changes by touching the SAVE icon red disk at the far right of row when complete 2 MOISTURE TABLE Allows review of the moisture content data for the active zone a Scroll through date ranges by swiping left or right across the date row b Edit data by touching the EDIT MODE pencil icon at the far right of any row Save changes by touching the SAVE icon red disk at the far right of row when complete c Expand data for more information by touching the plus symbol to the immediate left of the monitoring location ID d Collapse information by touching the minus symbol to the immediate left of the monitoring location ID 35 Moisture monitoring locations can also be reviewed using the Canvas View Select the room you in which you wish to review the data then touch the active date window in the upper left corner Select a date and the canvas will refresh with the data from th
46. s driven user interface to greatly reduce the amount of time needed to capture daily monitoring information T he Dri Plan mobile documentation system is a highly adaptable Dri Plan is based on two main components 1 the 1OS app for iPhones and iPads allows data to be captured in the field while 2 the web portal at www drieazapp com allows for reporting administration and customization of the software Data captured in the field is stored on your iOS device then pushed up to the internet when you choose This eliminates the need for an internet connection while in the field something that simply cannot be relied upon Once synced the data is then available from the web for reporting Simple and practical but complete and professional 1 iOS Application Dri Plan The mobile Dri Plan mobile app is available from the Apple Store Dri Plan It is compatible with any iOS device that can run version 7 0 or more recent firmware It is suggested that the device used have a camera to allow you to use all of Dri Plan s photo and scanning capabilities It is also suggested that an iPad or iPad Mini be used for initial project setup as room sketch functions are much easier to perform on a larger screen Smaller devices can be used however for all functions of Dri Plan s mobile app This includes iPhones and iPod Touch devices The smaller devices are ideal for follow up monitoring visits where sketch is not needed The iO
47. t to add shape to the wall WATER MIGRATION Allows water marks to be added to indicate the area of migration UNDO Allows the last change made to walls or water markers to be undone REMOVE Allows a water marker to be removed Sketch a room for your project using the following process Ie Draw a rough sketch to start a Touch the SKETCH mode icon in the upper menu bar pencil ruler icon The icon should turn blue and the sketch tools should appear along the right hand side of the screen b Touch the ROUGH SKETCH tool box with a plus symbol It is the first top tool in the sketch tool bar window The tool icon will become blue when active c Touch the upper left area of the blue canvas screen then drag your finger diagonally toward the lower right corner of the canvas s you do so a room will be drawn on your screen Watch the dimensions as you drag your finger across the 13 a a screen and move your finger until the dimensions are either exactly or close to the actual dimensions of the room Remove your finger from the screen The room will snap to the screen dimensions usually become smaller on screen however the dimension will not change 2 Adjust dimensions if required Touch any of the four walls of the rough room and the wall will become active You will notice two red squares corners of wall and one blue square center of wal
48. tes for each item Use this view to quickly review total equipment utilization or to review and make further changes to equipment notes Access and use the Equipment Table view by 1 Activate the table by using the EQUIPMENT TABLE icon in the main menu bar at the top of the screen Figure of equipment to the right of the Notes icon The icon will become blue and a table view will open from the bottom of the screen Scroll up and down through the equipment by swiping up or down on the table All equipment installed in the current active Zone will appear in the list all rooms in that zone Scroll through dates when multiple dates have been recorded by swiping left or right across the date row Four dates will appear at a time Expand an equipment type to view and edit data for that item by clicking the plus sign at the left of the row immediately beside the equipment type name a Touch the EDIT MODE icon pencil to activate edit mode Fields that can be edited will become blue b Touch the field you wish to edit then type c Touch the SAVE icon red disk to the right once complete Close the expanded view for an item by touching the minus symbol to the immediate left of the equipment name at the left side of the screen Toggle the equipment table view off by again touching the EQUIPMENT TABLE icon in the upper menu bar It will return to dark grey and the table window will close
49. the addition of a new service date If you are not monitoring a project daily it is still suggested you open Dri Plan and initiate this process for each room to generate a service date This will create a record for the equipment use for that day If a service date is not created and a gap is left in your service date timeline equipment and monitoring locations will not properly populate 33 Umi XOBTR OH NOTE An alternative method for adding a service date is to use the active date window Verify the correct room is active room name should appear in the upper left corner of your screen Touch the active date window Use the plus icon to add the current date mobile device settings as a new service date Remember that this process will only add the service date to the selected or active room Reviewing Equipment Changes While monitoring a project equipment changes can be reviewed using two processes 1 Using the EQUIPMENT TABLE View allows you to quickly see the change in quantities of equipment by type over time and expand for detail where needed 2 Selecting a specific room in the Canvas View then changing the active Service Date allows you to view changes in both equipment quantity and placement for the active room Use the following processes to review and edit this data Pad Y PEPE Equipment Table View 1 Initiate the EQUIPMENT TABLE View by selecting the equipment icon in the upper menu
50. using this table during follow up monitoring visits after initial setup adding data to an empty field may create a new service date for the room Please see Adding New Service Date for a discussion on this topic Assigning Services The services component of Dri Plan allows you to capture all billable services rendered during the restoration process As a default the available services within Dri Plan are the water category items with Xactwate However this list can be modified using the Dri Plan web application Services assigned are tracked by room and date Associated data needed to produce a full and complete scope is also captured such as the quantity unit of measure Xactimate code description etc Assign services to your Dri Plan project using the following process 1 From the Canvas View verify the correct room and date ate active by checking the upper left corner of the screen If necessary change the room or date 28 3 osan KODER 4 6 E 2 Submersible pump with hose per operating hour A Disposable Face Mask Mascarilla desechable null Add for HEPA filter for canister backpack vacuums null Add for HEPA filter for neg air machine vacuum Large null Add for HEPA filter for negative air exhaust fan null Add for HEPA filter for upright vacuums null Add for personal protective equipment hazardous cleanup Add for personal protective equipment hazardous cl
Download Pdf Manuals
Related Search