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Home > Complete an O&M Template > 02. Descriptions & Overviews
02. Descriptions & Overviews
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The Editor allows the user to create and update text sections within your O&M content.

 

  • System Overview & Descriptions - text, tables, images
  • Operations - text, tables, images

 

Using the in-built editing tools, users with the relevant permissions, can enter data directly or copy (Ctrl+C) and paste (Ctrl+V) data into the forms. This includes plain text, tables and images.

 

To activate this feature click the (1) EDIT button on the toolbar. 

 

An editing menu will display a toolbar (2) with tools to help with adding content into the text box (3), similar to other word processing software and include table creation, text manipulation, adding inline images and hyperlinks etc,.

 

Guidance (4) for each section is is displayed above each of the input sections.

 

Fig 01 - Editor and in-built tools

 

 

The top tool bar (1) contains a series of control buttons that provide the following features:

 

  1. Edit - Content Authoring to enable information to be created and edited
  2. Save - Saves changes to content.
  3. Guidance  - Toggles the guidance (4) on/off. 
  4. Share - Create shareable QR code/link for any content in view. Note that any content below the section in view will also be shared.
  5. Add Action Task/Comment - Enables comments to be made on the document content when in a REVIEW enabled step. Note that actions can only be added when out of EDIT mode.
  6. Output  - Export the document, data and file attachments into a formatted Word document with hyperlinks, asset register spreadsheet, COBie spreadsheet.

 

If there are any further queries then please refer to our Content Authors FAQ's or contact us using Livechat.

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