The following pages and features are available from the ‘Manage’ pull down list from the menu bar:
Contacts
A list of registered users to give permission to share buildings with may be created. Select to display the My Contacts page which will display a Contact list and Outgoing and Incoming contact requests. To add a contact:
- Select the Search for contacts button.
- Enter either a user's last name or email address and select the Search button.
- Select a contact from the list and the Add Contacts button.
- The selected user will be displayed in the Outgoing Requests table on the My Contacts page.
- The selected user will see an entry in the Incoming Request table of their My Contacts page, and will need to select Accept to complete the request process.
The Actions option icons available from this table include:
- View contact – Select to view a list of buildings that are shared with a contact.
- Remove contact – Select to remove a user from the list of contacts. Note, this does not delete the selected user from the Asset Scoring Tool.
Building Shares
Asset Score building and Audit Template report viewing and editing permissions may be shared among other registered users from a list of approved Contacts, by following the steps below.
Users that have been granted Report Only access will be able to view and download asset score reports (.pdf), and OpenStudio Models (.osm) for submitted buildings, but will not be able to view or edit buildings. Users that have been granted Full Access will be able to view and edit Asset Score or Audit Template buildings.
Asset Score Building Sharing
- Select AS Building Shares to display the Share Buildings table.
- Check the building(s) you want to share, then the blue Share button
- Select the allowed editing permissions (Report Only, or Full Access) for the contact(s), then the Share Buildings button.
If a building has been shared, ‘Sharing details’ in the Shared? column will be present in the Share Buildings table. Selecting this link will display a list of users who have sharing access to the building on a Sharing Access page. Sharing permissions may be removed for a building on this page by selecting the check box for the user and the Remove Sharing Access button.
Audit Template Building Sharing
- Select AT Building Shares to display the Share Audit Template Buildings table.
- Check the building(s) you want to share, then the blue Share button
- Select the contact(s) with whom you wish to share your building, then the Share Buildings button. Presently only Full Access has been implemented for this feature for Audit Template buildings.
If a building has been shared, ‘Sharing details’ in the Shared? column will be present in the Share Audit Template Buildings table. Selecting this link will display a list of users who have sharing access to the building on a Sharing Access page. Sharing permissions may be removed for a building on this page by selecting the check box for the user and the Remove Sharing Access button.
See also: TSPR Snapshot #7 - Sharing a Building training video that has been prepared for the TSPR tool, but is applicable to sharing Asset Score and Audit Template buildings.
Groups
Asset Score buildings may be organized in groups to make it easy to filter and view on the My Buildings page. Select to display a My Buildings Groups table which may be populated by selecting the green New Group button and the subsequent blue Manage Group Buildings button after assigning a name to your group. Buildings may be added or removed from groups as needed from the Manage Group Buildings screen. And, building groups may be edited or deleted via the icons present in the Actions column of the My Buildings Groups screen.
The My Buildings Groups table may be sorted by the table column headings. Note that the batch run feature is presently an Admin only feature at this time.