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Piping Isometric Basics-001 how to Read piping isometric Isometric Coordinate.narrated.mp4

  1. 0:01 X4D core application: login and exploring tags.
  2. 0:07 Open X4D through the core application or access it via a 3D model view using Navisworks.
  3. 0:19 Let's start with the core application.
  4. 0:22 The system will request your username and password when you open the application.
  5. 0:31 This is required for the X4D mobile application and third-party access.
  6. 0:38 If you're working on a project domain, username and password are not required.
  7. 0:45 I'll use the X4D test project for this presentation.
  8. 0:50 The X4D test project is deployed on the Azure cloud.
  9. 0:55 It includes a sample database with 3D models, tags, documents, cost codes, and templates for reporting, tracking, and preservation.
  10. 1:09 Once you select the project, click Login.
  11. 1:13 This is the X4D core application home screen.
  12. 1:21 Let's explore tags within the project module.
  13. 1:26 X4D creates a master tag registry from all tags and attributes across different sources and disciplines.
  14. 1:37 These sources include mechanical equipment lists, line lists, specialty lists, electrical equipment lists, load lists, instrument lists, cable schedules, and more.
  15. 1:50 X4D supports data import from SQL, Oracle, Excel, XML, and CSV files.
  16. 2:01 Let's examine mechanical tags as an example.
  17. 2:05 All mechanical discipline tags are displayed here.
  18. 2:09 Page navigation at the bottom shows pages 1, 2, 3, and so on for faster loading.
  19. 2:16 Pagination enables quick tag loading.
  20. 2:20 The selected tag displays essential X4D attributes: tag number, classification, description, location, and model status.
  21. 2:32 Full attributes for the selected tag appear in the right-hand panel.
  22. 2:39 This panel shows all attributes imported from the project tag list.
  23. 2:45 The bottom-right window displays all documents linked to the selected tag.
  24. 2:56 X4D maintains tag-to-document links, so selecting a tag displays associated documents with hyperlinks to the document management system.
  25. 3:11 Click a document to open it from the source.
  26. 3:16 Access to the document is restricted to Active Directory authentication.
  27. 3:22 All documents linked to the tags can be reviewed here.
  28. 3:27 X4D uses native applications to open files, like PDF in Acrobat Reader, Doc in Word, DWJ in AutoCAD, and so on.
  29. 3:40 In the X4D tag module, tags appear in the left window, attributes in the right window, and documents in the bottom window.
  30. 3:51 The same layout applies to all disciplines.
  31. 3:55 For example, let me navigate to piping.
  32. 3:58 You can see all piping tags listed here.
  33. 4:02 An important feature to highlight is something called classification.
  34. 4:07 In X4D, all tags are grouped based on their classification.
  35. 4:19 Classification groups tags by common attributes or functionalities, such as cost codes, progressing tags, or preservation templates.
  36. 4:41 This becomes clearer when I return to the mechanical classifications.
  37. 4:50 You can see all mechanical tags classified as compressors, filters, and so on.
  38. 5:00 These classifications share different types of attributes.
  39. 5:06 Classification is the main grouping method used within X4D.
  40. 5:19 Let's go back to piping.
  41. 5:23 When you select any tag, you can see that piping is composed of many components.
  42. 5:33 The full hierarchy from the 3D model is also visible here.
  43. 5:38 If you look at any component, you can see its details.
  44. 5:42 You have both tagged attributes and component attributes listed here.
  45. 5:51 When you select a tag, the system shows all attributes from the tag registry.
  46. 6:01 You can also view component attributes by switching to the components section.
  47. 6:08 A pipe has been selected.
  48. 6:13 You can see all documents linked to the pipe displayed here.
  49. 6:20 For example, the basic piping information is P9D.
  50. 6:25 That's the P9D identifier for where the pipe originates.
  51. 6:30 The pipe is now also listed in the line list.
  52. 6:35 You can view the line list information directly from here.
  53. 6:39 When you model the pipe in 3D, it also includes pipe supports.
  54. 6:52 When you tag the pipe supports on the model, the system automatically picks up the relevant support standard.
  55. 7:02 For example, this pipe has three supports.
  56. 7:06 All the support standards are automatically identified here.
  57. 7:09 Three types of supports are shown.
  58. 7:11 For example, if I select any support, here is the support.
  59. 7:16 The pipe has a shoe at that location.
  60. 7:19 That's why this support standard is picked up as a line stop, including the isometrics.
  61. 7:35 You can see the isometrics are captured for that particular isometric.
  62. 7:39 If I navigate to electrical, you can see the classifications.
  63. 7:53 Electrical also has many classifications, such as exhaust fan, transformer, UPS, and more.
  64. 8:01 Select one electrical cable, for example.
  65. 8:05 When you select this electrical cable, you can see all the cable attributes that appear on the cable schedule.
  66. 8:17 All documents linked to this electrical cable are shown; currently the electrical layout is linked to it.
  67. 8:28 When you open the layout, it displays a list of all electrical cables routed.
  68. 8:44 The same applies to other disciplines like instrumentation.
  69. 8:52 If I click on any attribute, you can see all the instrumentation attributes populate here.
  70. 9:00 They all come from the instrument list of the project.
  71. 9:06 All attached documents appear here, for example the P&IDs and isometrics where this instrument is shown.
  72. 9:20 Since there are five isometrics, it could be any of them, plus loop diagrams.
  73. 9:31 Even wiring diagrams show this instrument tag number listed.
  74. 9:44 An important point here is model status.
  75. 9:52 There may be many tags that are not yet modeled or have no plan to be modeled.
  76. 10:04 When we receive the 3D model, we compare it with actual tag numbers to identify which tags are already present in the model.
  77. 10:19 You can use the filter to display only tags that are verified in the 3D model.
  78. 10:27 This shows you which tag numbers are already modeled in the system and which are not yet.
  79. 10:35 In X4D, tags can also be reviewed according to their classifications.
  80. 10:49 Go to the project and select a classification, then choose the discipline you want.
  81. 10:57 For example, with mechanical selected, you can see all tags classified by their classification type.
  82. 11:08 For example, selecting circular motors shows all tags with their properties in spreadsheet format.
  83. 11:17 This displays the same tag information from the first screen, just in a different view.
  84. 11:39 You can also export any grid to Excel by clicking on it and selecting export.
  85. 11:49 Give the file a name, for example, test.
  86. 12:05 All tags are easily exported to Excel in spreadsheet format.
  87. 12:11 For example, you can view all instruments.
  88. 12:19 These are also organized by classification.
  89. 12:23 For example, selecting grid frames shows all attributes for those instruments.
  90. 12:31 The information you see in tags or classifications is the same.
  91. 12:42 It's just a different view of the same data.
  92. 12:47 In X4D, go to the project module, then documents, and select a category like mechanical data sheets.
  93. 13:10 The system displays all documents linked to the document management system.
  94. 13:21 You can see all mechanical data sheet documents listed here.
  95. 13:28 Click on any link to open the document.
  96. 13:36 These documents come from the document management system on the project.
  97. 13:42 When you click on a document, you can see all tags linked to it.
  98. 13:53 The system also tracks all revisions of each document.
  99. 14:00 In X4D, when you load multiple document revisions, the system displays only the current revision.
  100. 14:10 This ensures you always have the latest document version for any tag.
  101. 14:18 Similarly, if you want to view other documents, such as HX specifications, you can access them here.
  102. 14:25 You can see the documents, regardless of their type.
  103. 14:30 The same applies to instrumentation, data sheets, loop diagrams, and so on.
  104. 14:48 X4D documents and tag relationships.
  105. 14:52 If I want the documents, I select a discipline, for example mechanical.
  106. 14:58 Let's select mechanical data sheets, for example.
  107. 15:02 If you click on a data sheet, you can see the tags linked to that document.
  108. 15:12 X4D creates links between tags and documents using multiple rules.
  109. 15:21 One rule pulls data from the document management system.
  110. 15:27 The document management system also maintains records of tags related to documents.
  111. 15:34 You can also use equipment data sheets, equipment lists, and instrument lists where data sheet numbers are mentioned.
  112. 15:48 Sometimes abbreviations of the numbers are also included.
  113. 15:53 Multiple rules can be applied to establish document and tag relationships.
  114. 16:01 When creating tag-to-document relationships, not all tags may be picked up by the rules.
  115. 16:10 Some tags might not be captured by the automated rules.
  116. 16:15 In that case, you can manually add additional tags to the document.
  117. 16:22 For example, in mechanical, I want to add tags, perhaps from area W03.
  118. 16:38 For this trial, if I add this document and click add selected.
  119. 16:47 You see that this tag is now linked to the document.
  120. 16:54 If you click the save button, it will save the changes.
  121. 16:57 However, I'm not saving it now because this is the wrong tag.
  122. 17:01 I'll select this and delete it.
  123. 17:05 This is why all documents and tag relationships are maintained within X4D.
  124. 17:14 During engineering, multiple designers often use many cut sheets and data sheets.
  125. 17:29 The data sheet information is used in the design, but the final vendor document has not yet been received.
  126. 17:40 These documents cannot be loaded into the document management system.
  127. 17:45 However, if you want to reference them in the design, you can load the documents within X4D.
  128. 17:55 For example, if I go to piping and I'm looking for SP items and data sheets.
  129. 18:02 I have some data sheets for the project, but I still need additional cut sheets to be referenced by tags.
  130. 18:11 You can load the documents from Excel.
  131. 18:14 For example, if I go to upload from Excel and click on it, the system creates an Excel file for you.
  132. 18:25 It asks you for the file location, document number, and region number.
  133. 18:32 I save the file.
  134. 18:40 The file is now saved here.
  135. 18:42 You can simply drag and drop the file onto this window.
  136. 18:47 The system then picks up these documents to load directly into X4D.
  137. 18:53 You can save and close.
  138. 18:55 If you want to load it, I'm not going to load it right now.
  1. 0:00 Exploring tags in X4D and Navisworks models.
  2. 0:05 Reviewing the X4D application launched from within Navisworks.
  3. 0:15 Open Navisworks.
  4. 0:17 X4D uses Navisworks as its 3D modeling engine.
  5. 0:28 Navisworks is the preferred review tool.
  6. 0:33 It imports models from different systems.
  7. 0:40 X4D includes a plugin for Navisworks.
  8. 0:45 Open X4D from the plugin.
  9. 0:50 Opening X4D from within Navisworks displays the same interface.
  10. 0:53 You see the same screen as the X4D core application.
  11. 0:59 Select the project login.
  12. 1:03 The interface matches the X4D application.
  13. 1:13 An additional model section screen is available.
  14. 1:18 The model section stores processed 3D models from Navisworks.
  15. 1:29 X4D saves a copy of the model in its database.
  16. 1:35 Users don't need to locate files in the system.
  17. 1:39 The latest model is always available in X4D.
  18. 1:46 Access the current model directly in X4D.
  19. 1:52 Opening this project for demonstration.
  20. 1:56 The system downloads the file from the X4D server.
  21. 2:03 It opens the file in the local Navisworks session.
  22. 2:08 Close the model selection window.
  23. 2:11 Resizing the window for better visibility.
  24. 2:20 Using a split screen for demonstration purposes.
  25. 2:25 X4D performs optimally on a dual monitor setup.
  26. 2:31 This lets you see all the menus clearly.
  27. 2:34 For demonstration purposes, split screen works fine.
  28. 2:41 The same way, I go to tags and look for, for example, mechanical.
  29. 2:51 Remember there's a model status button here.
  30. 2:53 Let's keep the model status set to verified.
  31. 2:59 So all these tags you see here right now
  32. 3:03 have been verified in the 3D model.
  33. 3:06 Let's check this out.
  34. 3:08 When you click on any tag, the system jumps to it.
  35. 3:16 If I fit this view, you can rotate around it.
  36. 3:21 You can go to another tag, like this vessel, and zoom to it.
  37. 3:32 You can see it, or maybe this other vessel, and zoom to it.
  38. 3:44 All other Navisworks commands are still applicable.
  39. 3:49 For example, if I go to viewpoint,
  40. 3:54 I want to apply universe sectioning,
  41. 3:59 create a box, fit the selection, and there you go.
  42. 4:11 This information also applies to all disciplines like piping.
  43. 4:21 Let me create a filter again.
  44. 4:24 I select verified and pick this pipe.
  45. 4:28 The system jumps to it, or maybe another pipe.
  46. 4:52 The same way, if I select the instrumentation discipline,
  47. 4:56 I use the model status set to verified,
  48. 5:01 and pick any instrument and its component,
  49. 5:06 the system will jump to it.
  50. 5:30 And if you select the electrical discipline,
  51. 5:33 In the electrical tags, select the classification.
  52. 5:38 First, remove the cables.
  53. 5:43 When you pick any tag number,
  54. 5:46 For example, this distribution panel,
  55. 5:51 You can see the panel and any secondary panels.
  56. 5:58 Return to the cables classification.
  57. 6:02 The cable isn't modeled in the 3D model,
  58. 6:14 But the cable schedule shows it,
  59. 6:19 The cable runs through multiple cable trays.
  60. 6:24 When you select the cable, all connected cable trays
  61. 6:28 Appear in the model showing the cable route.
  62. 6:33 The system displays all the cable trays
  63. 6:47 Where the cable is routed.
  1. 0:01 Welcome to Work Packaging with X4D Global.
  2. 0:04 Start with X4D and Navisworks open side by side in the same window.
  3. 0:09 Click the Work Packaging button and select your Work Package Type from the drop-down menu.
  4. 0:14 We've decided to work with a Hydro Pack.
  5. 0:16 Other Work Package Types can include
  6. 0:19 Inspection and Testing Work Package,
  7. 0:20 Startup Systems Turnover Work Package,
  8. 0:23 Process Systems Handover Package, and more.
  9. 0:26 Click Create Work Package.
  10. 0:28 X4D automates the naming for you.
  11. 0:34 Give your package a description.
  12. 0:44 Assign individuals to this Work Package
  13. 0:46 And set dates for approval and completion.
  14. 0:55 Begin adding tags to your Work Package.
  15. 1:02 There are several ways to add tags to your Work Package.
  16. 1:05 Click an item in the 3D Viewer,
  17. 1:08 Select the tags from the selection tree,
  18. 1:10 And drag them to the Work Package.
  19. 1:17 Select items directly from the 3D Viewer
  20. 1:20 And drag them into the Work Package.
  21. 1:22 The associated tags are automatically retrieved.
  22. 1:31 The next method for adding tags:
  23. 1:33 Select an item and go to the selection tree,
  24. 1:36 Copy the tag name,
  25. 1:37 And paste it into the search bar in the Tag Grid View.
  26. 1:40 From the Tag Grid View, select the matching tag.
  27. 1:43 Click and drag it into the Work Package.
  28. 1:47 In some cases, you may know the tag number
  29. 1:49 but not its location.
  30. 1:50 Using the Tag Grid View,
  31. 1:52 as shown here, is a viable option.
  32. 1:55 Search for the tag number in the Tag Grid View.
  33. 1:58 Select the desired item from the results.
  34. 2:00 Click the directional arrow
  35. 2:01 to add it to the Work Package.
  36. 2:04 Click the View button in X4D
  37. 2:06 to see the visual items associated with your tags.
  38. 2:08 These are the tags you've added to your Work Package.
  39. 2:11 This confirms you've added the correct tags
  40. 2:13 to your Work Package.
  41. 2:16 When you click your Work Package
  42. 2:19 on the left side of the screen,
  43. 2:20 all selected items appear.
  44. 2:24 Once you've selected all the tags you want
  45. 2:25 for your Work Package,
  46. 2:27 you can proceed to Viewpoints.
  47. 2:28 Click the Viewpoint button.
  48. 2:30 The Viewpoint window opens.
  49. 2:32 Click Create New Viewpoint.
  50. 2:34 If you want to select a couple of areas of focus
  51. 2:36 Within your Viewpoint,
  52. 2:37 use the Markup functionality to do that,
  53. 2:39 as shown here.
  54. 2:52 After finishing the first set of annotations,
  55. 2:54 you can easily toggle between the original Viewpoint
  56. 2:56 and the one with the Markups.
  57. 2:58 However, as you can see,
  58. 3:00 it can be difficult to distinguish between the items
  59. 3:02 you have selected for your Work Package
  60. 3:03 and the rest of your project.
  61. 3:06 The easiest solution
  62. 3:07 is to select the Grayscale option
  63. 3:08 from the drop-down menu.
  64. 3:10 You can now create new Viewpoints
  65. 3:12 complete with annotations.
  66. 3:31 With annotations complete,
  67. 3:32 move on to the materials associated with your Work Package.
  68. 3:36 When you click the Materials button,
  69. 3:37 two tabs appear in the window:
  70. 3:39 Construction and Engineering.
  71. 3:42 When you click the Engineering tab,
  72. 3:43 all engineering materials associated with the tags
  73. 3:45 you have selected for your Work Package
  74. 3:47 are retrieved from the database
  75. 3:49 and linked to the Live Material Procurement.
  76. 3:51 and Tracking System.
  77. 3:53 This helps address a common problem: material status uncertainty.
  78. 3:54 Where are the materials located?
  79. 3:57 Are they in the field?
  80. 3:58 Are they obstructing work?
  81. 3:59 Do they need to be ordered?
  82. 4:02 When we click the Materials Status button,
  83. 4:03 the materials associated with your Work Package
  84. 4:05 are color-coded,
  85. 4:06 helping you understand your project status better.
  86. 4:09 The Construction tab contains the materials
  87. 4:11 needed to complete your Work Package.
  88. 4:15 We drag materials from the catalog
  89. 4:17 and select the specifications and quantities required.
  90. 4:20 The Construction Material Catalog uses company standards,
  91. 4:23 or it can be created as needed.
  92. 4:25 Whether bolts, gaskets,
  93. 4:27 scaffolding, or other construction materials are needed
  94. 4:29 to support the Work Package installation,
  95. 4:31 they can be added here.
  96. 4:45 With materials documented,
  97. 4:46 we can now proceed to documentation.
  98. 4:49 When we click the Documentation button,
  99. 4:50 four tabs appear in the window,
  100. 4:52 Package, Tag, Construction, and Engineering.
  101. 4:56 The package contains the documents you've selected
  102. 4:58 to include in your final Work Package report.
  103. 5:00 The Tag tab displays the most relevant objects
  104. 5:03 that should be associated with your Work Package,
  105. 5:05 though they still need to be added manually.
  106. 5:07 As shown, clicking any document in the Tag tab
  107. 5:10 lists all the tags associated with that document.
  108. 5:14 The Construction tab shows documentation
  109. 5:16 for the project that isn't associated with Engineering.
  110. 5:19 Engineering provides all the documentation
  111. 5:22 for the properties associated with your Work Package
  112. 5:25 and is derived from the Document Management System.
  113. 5:28 Here's how an item is added from the Tag tab
  114. 5:30 to the Work Package,
  115. 5:32 and how annotated documents
  116. 5:33 as well as originals can be added.
  117. 5:46 The last component of Work Packaging
  118. 5:47 we'll review is reporting.
  119. 5:49 In reports, you can select the project area
  120. 5:52 where the Work Package belongs
  121. 5:53 and which system it's associated with.
  122. 5:56 If there are any special remarks, you can add them here.
  123. 5:59 Note that different Work Packages
  124. 6:01 may have different requirements for approvals, testing,
  125. 6:03 reworks, quality assurance, and quality control.
  126. 6:07 Based on that, you can create multiple workflows.
  127. 6:09 And assign them to the Package as shown here.
  128. 6:12 Next, check the Documents tab.
  129. 6:14 To verify all necessary documents are included.
  130. 6:16 And attached to the report.
  131. 6:18 Then add any desired viewpoints.
  132. 6:20 To your Work Package report.
  133. 6:34 Next, click Preview Report.
  134. 6:35 To verify quality before issuing.
  135. 7:01 When you click Issue, your Package name updates.
  136. 7:04 This also activates the Revision Management feature.
  137. 7:06 For Work Package documents.
  138. 7:08 Which tracks document revisions.
  139. 7:10 If any documents attached to the Work Package.
  140. 7:13 Are revised in the Document System,
  141. 7:15 X4D highlights them in red.
  142. 7:17 As a reminder to revisit the package.
  143. 7:19 For any change management per your defined workflow.
  144. 7:38 Thanks for watching Work Packaging with X4D Global.
  145. 7:41 Please comment, like, and share this video.
  1. 0:00 Welcome to Project Reporting in Work Progressing with X4D Global.
  2. 0:04 In this video, we'll see how the X4D platform enables users to track work progress accomplished on the job.
  3. 0:09 We start in the Work Progressing tab, and from this window we click the ROC or Rules of Credit Templates button.
  4. 0:17 We select our discipline from the drop-down menu, which in this case is a piping system.
  5. 0:22 Our sub-discipline is shop fabricated spools.
  6. 0:26 Once we've selected our options, we can see all existing templates under the chosen disciplines and their attributes.
  7. 0:32 To create a new template, we click the Create New Template button.
  8. 0:40 At this point, we give our template a unique name.
  9. 0:47 Below the naming field are options for how we want to administer our template.
  10. 0:50 Do we need items in sequential order?
  11. 0:52 Is there a need to allow overriding on values?
  12. 0:55 And lastly, is further approval required?
  13. 1:01 Having a template is great.
  14. 1:02 However, by themselves, they don't serve much purpose.
  15. 1:05 To add important steps toward accomplishing agreed-upon scopes of work, we click Create New Milestones.
  16. 1:12 For demonstration purposes, we keep ours generally simple.
  17. 1:15 However, these milestones are flexible and can be customized to different work situations.
  18. 1:20 At this point, we create five milestones, give them descriptions, and allocate the percentage of work they represent.
  19. 1:34 The milestones created in the template must equal 100%.
  20. 2:01 Once we've completed filling out our milestone information, we save our template.
  21. 2:05 The next step is to assign the template we created to tags associated with the scope of work to be completed.
  22. 2:18 X4D allows for this in a couple of different ways.
  23. 2:21 First, as shown here, we click the Classification button, and on the left-hand side of the grid view,
  24. 2:26 We search for the classification of the piping elements related to the items in the 3D model.
  25. 2:36 We then choose the desired template from the right-hand side of the grid.
  26. 2:40 Then update the relationship between the classification and the chosen template.
  27. 2:45 This method enables mass assignment of templates to tags on a work project.
  28. 2:51 Alternatively, to assign a template to an individual item, click the Tags button and search for the tag name.
  29. 3:06 Once located, the selected item is already associated with a template.
  30. 3:11 However, you can update the relationship.
  31. 3:14 To do this, click the Set Template for Selected button.
  32. 3:24 In this window, locate the template you created and click the link tags to select it.
  33. 3:31 The tags associated with the image in the 3D viewer now inherit the properties of the assigned template.
  34. 3:36 Now that the tags for the scope of work identified in the 3D model are assigned to a template with grid-based milestones,
  35. 3:45 begin progressing the work.
  36. 3:47 By selecting the Processing button, select Package.
  37. 3:50 However, users can progress with other filters, such as Discipline.
  38. 3:54 We created this package using the tags we assigned templates to outside this video.
  39. 3:59 For more on Work Packaging, see our Work Packaging video.
  40. 4:02 To report progress, click a tag and enter the dates when the milestones were completed.
  41. 4:08 You can see that although the dates are selected, the milestones appear as pending.
  42. 4:29 This is because the option to require approval was selected.
  43. 4:33 To change pending to approved, click the ROC Approval icon.
  44. 4:38 In the screen, your milestones are queued and waiting for approval.
  45. 4:42 Scroll to the end of the column and change the pending approval status to approved.
  46. 4:58 When you exit the screen and return to the package you are working with,
  47. 5:01 the approval status changes to completed.
  48. 5:13 Another method to progress work is from the Work Packaging screen.
  49. 5:16 Navigate to that screen and follow the steps we just showed.
  50. 5:20 For example, say you are on a typical remote project.
  51. 6:43 You won't be able to access the desktop.
  52. 6:46 The platform allows users to export progress in cards at this stage.
  53. 6:49 This ensures stakeholders completing the work stay clear on the milestones.
  54. 6:53 You must complete the scope of work before going into the field.
  55. 6:56 As work progresses, the field construction manager updates the progress cards.
  56. 7:00 They then process the information into the system upon completion.
  57. 7:04 As you can see, the different templates are separated.
  58. 7:15 As an alternative to progress cards,
  59. 7:17 Users can reduce paperwork by using the X4D mobile app.
  60. 7:29 With the app open, we filter by discipline and select piping.
  61. 7:38 From here, we see the milestones associated with individual tags.
  62. 7:41 We click the milestone once it's completed and click save.
  63. 7:51 The percentage toward completing the work is now updated.
  64. 7:54 Lastly, X4D gives users the ability to create reports.
  65. 8:08 This allows stakeholders claiming work completion to share information with project owners easily.
  66. 8:13 Here's a quick example.
  67. 8:23 Thanks for joining us for project reporting and work progress.
  68. 8:26 X4D enables users to progress work effectively in a flexible and timely manner.
  69. 8:31 Please share, like, and comment on our video.
  70. 8:34 See you next time!
  1. 0:00 Welcome to Work Preservation with X4D Global.
  2. 0:03 In this demonstration video, I'll show how users, such as contractors,
  3. 0:07 can leverage X4D's Work Preservation module to manage preservation activities
  4. 0:11 on equipment and systems until ownership transfer.
  5. 0:14 Let's get started.
  6. 0:16 Under the Reservations tab, we begin by creating preservation templates.
  7. 0:20 Templates are organized by Discipline.
  8. 0:23 Here we select the mechanical discipline to work with.
  9. 0:26 In the template grid view, we can see existing template codes, names, descriptions,
  10. 0:31 and the number of tags associated with these templates.
  11. 0:34 If tags are associated with these templates, they appear listed below.
  12. 0:38 On the right side, we see the new template creation window.
  13. 0:42 Similar to a progressive window, users can provide a name,
  14. 0:46 description, code number, and remark for the templates.
  15. 0:50 Beyond standard features, users can create new preservation activities.
  16. 0:54 These activities include a name, activity occurrences,
  17. 0:58 hours needed to complete the task, and the ability to attach required documents
  18. 1:02 related to preservation activities.
  19. 1:04 Users can also include descriptions for each preservation activity as shown here.
  20. 1:09 The next step is to assign templates.
  21. 1:16 After clicking the classifications button, select a discipline.
  22. 1:20 Once selected, all classifications or subcategories
  23. 1:25 under that discipline appear.
  24. 1:27 This enables more manageable grouping of items.
  25. 1:30 For this example, we select the mechanical discipline,
  26. 1:33 Templates are associated with the pump and pump motor classifications.
  27. 1:39 To associate classifications with templates,
  28. 1:42 select your desired classification and click a template in the template grid view.
  29. 1:47 The right side of the screen displays your selected items.
  30. 1:51 To complete the assignment process,
  31. 1:54 click Associate Selected and Save All.
  32. 1:58 On the left side of the screen, you can confirm the association has been made.
  33. 2:03 Users can also select multiple classifications at once
  34. 2:08 and associate them to a template.
  35. 2:10 Select your classifications, choose a template, and click Associate.
  36. 2:16 The tag association window lets you filter to the tag level
  37. 2:35 and set a start date for preservation activities.
  38. 2:39 For example, search a tag number under the mechanical discipline,
  39. 2:43 which also appears in the 3D model, then select a template.
  40. 2:58 After selecting the tag and template, click Associate Selected.
  41. 3:05 At the bottom of the screen, the updated relationship between the tag and template appears.
  42. 3:11 You can see that preservation activities have not yet begun.
  43. 3:15 Select a start date, click Confirm Start Date, and the association updates.
  44. 3:21 You can also set the start date for tags under a classification already associated to a template.
  45. 3:29 Go to the piping discipline and filter to the large board classification.
  46. 3:35 Enable gray scale to make items in Navisworks more visible.
  47. 3:44 You can select one tag and set its start date,
  48. 3:55 or select multiple tags and set a start date for their preservation activities.
  49. 4:09 After creating templates and associating them to disciplines, classifications, and tags, your setup is complete.
  50. 4:22 In Job Cards, filter templates to manage preservation activity completion.
  51. 4:28 Here, we filter by week and discipline, and optionally filter down to the tag level.
  52. 4:34 After selecting our filter parameters, templates with arrows beside them indicate their preservation activities are due.
  53. 4:42 Templates without arrows are not due.
  54. 4:44 By clicking the arrows beside templates, users can fill out completion dates, add remarks, and attach required documents.
  55. 4:52 Saving occurs automatically on these items.
  56. 4:56 To save time, you can also report completed preservation activities in bulk.
  57. 5:10 Locate the template with the tags you want to bulk update.
  58. 5:13 Select a date for the activity update, then select your tags and click complete selected.
  59. 5:21 This video showed introductory steps for managing preservation activities across multiple projects.
  60. 5:34 Thanks for watching. Please send us your comments and questions, and like our video. See you next time.
  1. 0:00 X4D mobile application
  2. 0:03 The X4D iOS application connects to your company web server via company-specific security protocols
  3. 0:06 Server via company specific security protocols.
  4. 0:11 For this demonstration, I will
  5. 0:12 Connect to the X4D database via OpenVPN connection
  6. 0:21 After connecting, let's launch the X4D application
  7. 0:31 Users must provide login credentials
  8. 0:48 Based on the user credentials, X4D displays
  9. 0:52 All available projects
  10. 0:56 This is the X4D application's home screen
  11. 1:01 Select work packages
  12. 1:04 All work package types in the project are displayed
  13. 1:08 Select FIWP
  14. 1:11 Select FIWP 0031
  15. 1:17 This screen shows the complete work package
  16. 1:20 Information
  17. 1:21 All documents and work package reports
  18. 1:24 Are available here
  19. 1:28 Select a PNID or line list
  20. 1:47 The full package report can also be opened here
  21. 2:21 Track work progress in the X4D mobile application
  22. 3:51 Progress can be tracked by discipline, system,
  23. 3:54 Location, or work package
  24. 3:59 This is a quick summary screen of tags
  25. 4:02 Tags can be progressed here based on their status
  26. 4:08 Template
  27. 4:38 Let's take electrical tags as an example.
  28. 4:41 Preservation job cards can also be managed here.
  29. 5:08 X4D displays only the tags that require preservation.
  30. 5:12 A preservation template is then assigned to them.
  31. 5:22 Review all job cards here along with their due dates.
  32. 5:46 View the recent activity log for all X4D actions.
  33. 5:49 This can also be reviewed here.
  34. 5:56 Activities are displayed with complete details here.

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