3 Nov 2022 | News / Release Notes

Zutec In-Browser Cloud Platform –  Release 2.118.0

This article explains what new features you will find in Zutec’s November 2022 release to our in-browser Cloud platform.  

All the Cloud features are available but won’t take effect unless you choose to use them.

Zutec Cloud – New User Interface ‘Beta’ Release 

Zutec Cloud – Multizone User Management

 

Zutec Cloud – New User Interface ‘Beta’ Release

Introducing our new User Interface for Zutec Cloud. We have redesigned the User Interface and we are launching our initial phase on to our Zutec Cloud Platform

Our clients feedback is really important to us, so it is important to release our ‘Beta’ version for all of our clients to experience and give some valuable feedback to our Product Team.

What does ‘Beta’ mean?

‘Beta’ means the work on the application has not yet been completed, so therefore some functionalities are not yet available.

What Features are included in the Zutec Cloud End User New User Interface?

  • New Navigation
  • Sidebar Categories
  • Registers
    • Viewing Columns
    • Ordering columns
    • Pinning Columns
    • Filtering
    • Actions
    • File Viewer
  • Record View

How to experience the New User Interface

The new Interface is available from your Zutec Cloud application, by clicking on the Try New Design button displayed on the top banner of the Application.

  • Login to the current Zutec Cloud Application.

Try New Design Button

 

When selected the new User Interface will be displayed.

It is possible to switch back easily at anytime to the Current Zutec Platform by clicking on the SWITCH TO OLD DESIGN button.

New User Interface – Switch to Old Design

 

  • Sidebar Navigation
    • Categories – New feature whereby all Registers are categorised. Allowing for easier access and a standard UI/UX experience for all projects.
    • Home – Access full Project Directory (Folder Tree).
    • Zutec Logo – Dashboard
    • Portfolio – Access Portfolio
    • Notifications (Mail)
    • Project Admin
    • User Account
    • Collapse to minimise the Sidebar.
  • Top bar
    • Project Name
    • Client Logo
    • Global Search

Navigation – Sidebar with Categories

Navigation – Sidebar with Categories Collapsed

  • Sidebar Collapsed displaying Icons.
  • Tooltips to display each Icon Category name.

Home Selected – Displaying Full Directory

Home

  • Click on Home to display Project Directory, in expanded column.
  • When selected, the Category displays button in Green.

Select Category to filter the Directory by Category

  • Filter and display all Registers of the Category Selected

Categories

Categories

Project Admin

  • Select Project Admin to navigate to the Admin Features. This will display all Admin features on the Sidebar, replacing the Categories.

Project Admin

 

Project Admin Features

  • Manage
    • Registers
    • Users
    • Forms
    • User Groups
    • Workflows (Review Process)
    • Organisations
    • Security Zones
    • Sync Log
    • Templates

All Admin and Super Admin features link to the current Zutec Cloud.

Project View

  • Select Project View to switch the Sidebar back to Categories.

Select Project View

Project View

 

Collapse Sidebar

  • Click on the left Arrow on the Sidebar to collapse the Sidebar, to display Icons only.

Click to Collapse Sidebar

Sidebar displaying Icons

  • Click on Right Arrow to expand Sidebar.

 

Directory Panel

Navigate the Directory Panel to locate all your Registers, Drawings, Links, Reports.

Features of the Directory Panel

  • Prefilter the Directory by selecting a Category from the Sidebar.
  • For example : Selecting RFIs from the Side bar will display all items (Registers, Drawings, Links, Reports) that have previously associated to RFIs. This allows the Users to locate items in the Directory much more easily.

RFIs Selected – Directory Panel filtered by RFIs

  • Search the Directory, by entering text into the Search bar located at the top of the Directory panel. The Search will display all items in the Directory, that match or partially match the text search, along with each directory path.

Search Directory

Directory Items

  • Each Item Type is represented by a specific Icon.
  • Each Item in the Directory once selected will highlight in Green

Directory : Items and Icons

  • Click on each Path in the Directory to display further items or paths.

Click on each Path to display Items


Registers

Click on any Register from the Directory Panel to display the New redesigned Register Screen.

Register – New Design

Registers Features

Breadcrumbs

  • The Breadcrumbs displays the Directory Path of the Register at the top of the Registers Screen.

Breadcrumbs – Reflecting Directory Path of the Register

 

Register Navigation Tabs

  • These Tabs are displayed only when active on each Register.
  • For example – If only Records, no tabs are displayed.
  • The Records tab is selected by default, which displays all the records in the Register in a tabular format.

Register – Navigation Tabs

Search Register

  • Search the Register by entering text into the Search Bar located just above the Register Table.
  • Enter Text and click enter.
  • This will filter data in the Register Table that matches the text entered into the Search Bar.

Register – Search Register

Settings

  • The Settings for each Register will be accessible by clicking on the Settings Icon. This will replace the Options section.

Settings feature will be coming in a future release

Settings

Manage Column View

  • Manage Columns Displayed on each Register by selecting, deselecting each field. Select to display field on the Register Table.

Manage Column Views

Filter on columns

  • Filter data in the Register table by selecting a Column and selecting data results.
  • Click on the Apply button to filter the data in the Register Table, by the filters selected.
  • Multiple filters can be set by applying a filter on each column.
  • When a filter is applied on a column, the filter icon is displayed beside the heading to indicate that a filter is applied.
  • Once a filter is applied to the Register Table, it will display Filters Active.
  • To Clear Filters – Click on the Clear

Filter Data in each column

Ordering

  • Click on the Column heading to order data by Ascending or Descending.

Order Column Data by Ascending or Descending

Registers Actions

  • Click on any checkbox on the left for a record or multiple records.
  • This displays all the Actions available for the Register Records, displayed once one or more records are selected.
    • Actions Include:
      • Review
      • Email
      • Download
      • Print
      • Delete
      • more… (this displays more actions in a drop down list)

Register Actions

Register Actions will be coming in a future release

Reorder Columns in a Register Table

Reorder Columns in a Register Table easily, by clicking on the column heading and dragging to a new location on the table. This allows for freely movement of the columns within the Register Table. It allows you to display the most important columns at a glance.

Reorder Columns

 

Autosize Columns in a Register Table

  • Easily Autosize the width of a Column in a Register Table.
  • Select Autosize this column.
  • Autosize all columns which will resize each columns to the width of the heading.

Autosize Columns

 

Pin Columns in a Register Table

  • Pin a column to the Left or the Right of the Register.
  • Select column, and select pin left or pin right.
  • When selected it will display the column on left or right, and freeze its location on the screen.

Pin Columns on the Register Table

Edit In Place

This new feature allows a User with edit permissions, to click on a cell in the Register Table, and Edit the contents of the cell. Press Return key to save the data.

Open Record – View Record – New Screen

Attached Files

  • All Attached Files displayed to the left by default.
  • Click on the down arrow to expand row vertically to display all attached files.
  • Hover on File thumbnail icon to display File name.
  • If the File is an Image – Hover to display a preview of the Image.

Attached Files

Attached Images – Hover to Preview

Record Actions

Record Actions are displayed by selecting the icon to display all Actions relevant to each record.

Record Actions

Register Table Navigation

  • Horizontal Scrollbar to scroll left and right to view data in the table.
  • Total Number of Records displayed to the bottom right of the table.
  • Navigate through pages by clicking.

Pages and Records

All Administrator And Super Admin Features are embedded in the New User Interface

Admin – User Management

 

Zutec Cloud – Multizone User Management

This feature is for adding new or existing Users on the Zutec Cloud Platform to assign them to multiple Projects/Zones.

This feature will benefit to our Enterprise Clients, effecting clients that have multiple projects on the Zutec Platform.

When managing Users, they can now be assigned to multiple Projects/Zones.

This feature is available to Administrators.

 

Adding a New User to Multiple Zones

  1. Navigate to the User Management screen.
  2. Select Add New User button, this will open the Add New User screen.
  3. A New section is displayed on the Add New User Screen: Assign User to Zones.
  4. Search for a Zone by entering in to the Search Box to find a particular Zone.
  5. Select Zone, Multiple Zones, or Select all visible zones.
  6. Note : The current Zone is selected by default.
  7. All Zones displayed are the Zones assigned to the Administrator.

  1. Save User.
  2. When the User is Saved, this new User will have access to the Zutec Cloud Platform, and to the Multiple Zones.

NOTE: The Administrator must then assign the User to User Groups in each Zone.

Editing an existing User

  1. Navigate to the User Management screen.
  2. Search for an Existing User, or scroll to find the existing User.
  3. Select the Edit button, this will open the Modify User screen.
  4. A New section is displayed on the Add New User Screen: Assign User to Zones.
  5. Search for a Zone by entering in to the Search Box to find a particular Zone.
  6. Select Zone, Multiple Zones, or Select all visible zones.
  7. Note : The current Zone is selected by default.
  8. All Zones displayed are the Zones assigned to the Administrator.

  1. Save User.
  2. When the User is Saved, this User will have access to the Multiple Zones selected.

NOTE: The Administrator must then assign the User to User Groups in each Zone.

Importing Users

When Importing Users to the Zutec Cloud Platform, if the User already exists on another Zone this new feature will add the users to the current Zone.

  1. Navigate to Manage Users screen.
  2. Select Import Users button, this will open the Import Users screen.
  3. Download the template file, and add Users to the excel file.
  4. When add the users details are added, save and Upload the file to add the users.
  5. New: If the Users now exist on another Zone, it will automatically add them to this Zone.

Excel File to be Imported

Import Users

Imported Users added to the Zone

 

 

23 Aug 2022 | News

Zutec recertifies for two standards— BSI Kitemark™ for BIM Software / ISO 19650 and ISO 27001

This article explains what new features you will find in Zutec’s November 2022 release to our in-browser Cloud platform.  

All the Cloud features are available but won’t take effect unless you choose to use them.

Zutec Cloud – New User Interface ‘Beta’ Release 

Zutec Cloud – Multizone User Management

 

Zutec Cloud – New User Interface ‘Beta’ Release

Introducing our new User Interface for Zutec Cloud. We have redesigned the User Interface and we are launching our initial phase on to our Zutec Cloud Platform

Our clients feedback is really important to us, so it is important to release our ‘Beta’ version for all of our clients to experience and give some valuable feedback to our Product Team.

What does ‘Beta’ mean?

‘Beta’ means the work on the application has not yet been completed, so therefore some functionalities are not yet available.

What Features are included in the Zutec Cloud End User New User Interface?

  • New Navigation
  • Sidebar Categories
  • Registers
    • Viewing Columns
    • Ordering columns
    • Pinning Columns
    • Filtering
    • Actions
    • File Viewer
  • Record View

How to experience the New User Interface

The new Interface is available from your Zutec Cloud application, by clicking on the Try New Design button displayed on the top banner of the Application.

  • Login to the current Zutec Cloud Application.

Try New Design Button

 

When selected the new User Interface will be displayed.

It is possible to switch back easily at anytime to the Current Zutec Platform by clicking on the SWITCH TO OLD DESIGN button.

New User Interface – Switch to Old Design

 

  • Sidebar Navigation
    • Categories – New feature whereby all Registers are categorised. Allowing for easier access and a standard UI/UX experience for all projects.
    • Home – Access full Project Directory (Folder Tree).
    • Zutec Logo – Dashboard
    • Portfolio – Access Portfolio
    • Notifications (Mail)
    • Project Admin
    • User Account
    • Collapse to minimise the Sidebar.
  • Top bar
    • Project Name
    • Client Logo
    • Global Search

Navigation – Sidebar with Categories

Navigation – Sidebar with Categories Collapsed

  • Sidebar Collapsed displaying Icons.
  • Tooltips to display each Icon Category name.

Home Selected – Displaying Full Directory

Home

  • Click on Home to display Project Directory, in expanded column.
  • When selected, the Category displays button in Green.

Select Category to filter the Directory by Category

  • Filter and display all Registers of the Category Selected

Categories

Categories

Project Admin

  • Select Project Admin to navigate to the Admin Features. This will display all Admin features on the Sidebar, replacing the Categories.

Project Admin

 

Project Admin Features

  • Manage
    • Registers
    • Users
    • Forms
    • User Groups
    • Workflows (Review Process)
    • Organisations
    • Security Zones
    • Sync Log
    • Templates

All Admin and Super Admin features link to the current Zutec Cloud.

Project View

  • Select Project View to switch the Sidebar back to Categories.

Select Project View

Project View

 

Collapse Sidebar

  • Click on the left Arrow on the Sidebar to collapse the Sidebar, to display Icons only.

Click to Collapse Sidebar

Sidebar displaying Icons

  • Click on Right Arrow to expand Sidebar.

 

Directory Panel

Navigate the Directory Panel to locate all your Registers, Drawings, Links, Reports.

Features of the Directory Panel

  • Prefilter the Directory by selecting a Category from the Sidebar.
  • For example : Selecting RFIs from the Side bar will display all items (Registers, Drawings, Links, Reports) that have previously associated to RFIs. This allows the Users to locate items in the Directory much more easily.

RFIs Selected – Directory Panel filtered by RFIs

  • Search the Directory, by entering text into the Search bar located at the top of the Directory panel. The Search will display all items in the Directory, that match or partially match the text search, along with each directory path.

Search Directory

Directory Items

  • Each Item Type is represented by a specific Icon.
  • Each Item in the Directory once selected will highlight in Green

Directory : Items and Icons

  • Click on each Path in the Directory to display further items or paths.

Click on each Path to display Items


Registers

Click on any Register from the Directory Panel to display the New redesigned Register Screen.

Register – New Design

Registers Features

Breadcrumbs

  • The Breadcrumbs displays the Directory Path of the Register at the top of the Registers Screen.

Breadcrumbs – Reflecting Directory Path of the Register

 

Register Navigation Tabs

  • These Tabs are displayed only when active on each Register.
  • For example – If only Records, no tabs are displayed.
  • The Records tab is selected by default, which displays all the records in the Register in a tabular format.

Register – Navigation Tabs

Search Register

  • Search the Register by entering text into the Search Bar located just above the Register Table.
  • Enter Text and click enter.
  • This will filter data in the Register Table that matches the text entered into the Search Bar.

Register – Search Register

Settings

  • The Settings for each Register will be accessible by clicking on the Settings Icon. This will replace the Options section.

Settings feature will be coming in a future release

Settings

Manage Column View

  • Manage Columns Displayed on each Register by selecting, deselecting each field. Select to display field on the Register Table.

Manage Column Views

Filter on columns

  • Filter data in the Register table by selecting a Column and selecting data results.
  • Click on the Apply button to filter the data in the Register Table, by the filters selected.
  • Multiple filters can be set by applying a filter on each column.
  • When a filter is applied on a column, the filter icon is displayed beside the heading to indicate that a filter is applied.
  • Once a filter is applied to the Register Table, it will display Filters Active.
  • To Clear Filters – Click on the Clear

Filter Data in each column

Ordering

  • Click on the Column heading to order data by Ascending or Descending.

Order Column Data by Ascending or Descending

Registers Actions

  • Click on any checkbox on the left for a record or multiple records.
  • This displays all the Actions available for the Register Records, displayed once one or more records are selected.
    • Actions Include:
      • Review
      • Email
      • Download
      • Print
      • Delete
      • more… (this displays more actions in a drop down list)

Register Actions

Register Actions will be coming in a future release

Reorder Columns in a Register Table

Reorder Columns in a Register Table easily, by clicking on the column heading and dragging to a new location on the table. This allows for freely movement of the columns within the Register Table. It allows you to display the most important columns at a glance.

Reorder Columns

 

Autosize Columns in a Register Table

  • Easily Autosize the width of a Column in a Register Table.
  • Select Autosize this column.
  • Autosize all columns which will resize each columns to the width of the heading.

Autosize Columns

 

Pin Columns in a Register Table

  • Pin a column to the Left or the Right of the Register.
  • Select column, and select pin left or pin right.
  • When selected it will display the column on left or right, and freeze its location on the screen.

Pin Columns on the Register Table

Edit In Place

This new feature allows a User with edit permissions, to click on a cell in the Register Table, and Edit the contents of the cell. Press Return key to save the data.

Open Record – View Record – New Screen

Attached Files

  • All Attached Files displayed to the left by default.
  • Click on the down arrow to expand row vertically to display all attached files.
  • Hover on File thumbnail icon to display File name.
  • If the File is an Image – Hover to display a preview of the Image.

Attached Files

Attached Images – Hover to Preview

Record Actions

Record Actions are displayed by selecting the icon to display all Actions relevant to each record.

Record Actions

Register Table Navigation

  • Horizontal Scrollbar to scroll left and right to view data in the table.
  • Total Number of Records displayed to the bottom right of the table.
  • Navigate through pages by clicking.

Pages and Records

All Administrator And Super Admin Features are embedded in the New User Interface

Admin – User Management

 

Zutec Cloud – Multizone User Management

This feature is for adding new or existing Users on the Zutec Cloud Platform to assign them to multiple Projects/Zones.

This feature will benefit to our Enterprise Clients, effecting clients that have multiple projects on the Zutec Platform.

When managing Users, they can now be assigned to multiple Projects/Zones.

This feature is available to Administrators.

 

Adding a New User to Multiple Zones

  1. Navigate to the User Management screen.
  2. Select Add New User button, this will open the Add New User screen.
  3. A New section is displayed on the Add New User Screen: Assign User to Zones.
  4. Search for a Zone by entering in to the Search Box to find a particular Zone.
  5. Select Zone, Multiple Zones, or Select all visible zones.
  6. Note : The current Zone is selected by default.
  7. All Zones displayed are the Zones assigned to the Administrator.

  1. Save User.
  2. When the User is Saved, this new User will have access to the Zutec Cloud Platform, and to the Multiple Zones.

NOTE: The Administrator must then assign the User to User Groups in each Zone.

Editing an existing User

  1. Navigate to the User Management screen.
  2. Search for an Existing User, or scroll to find the existing User.
  3. Select the Edit button, this will open the Modify User screen.
  4. A New section is displayed on the Add New User Screen: Assign User to Zones.
  5. Search for a Zone by entering in to the Search Box to find a particular Zone.
  6. Select Zone, Multiple Zones, or Select all visible zones.
  7. Note : The current Zone is selected by default.
  8. All Zones displayed are the Zones assigned to the Administrator.

  1. Save User.
  2. When the User is Saved, this User will have access to the Multiple Zones selected.

NOTE: The Administrator must then assign the User to User Groups in each Zone.

Importing Users

When Importing Users to the Zutec Cloud Platform, if the User already exists on another Zone this new feature will add the users to the current Zone.

  1. Navigate to Manage Users screen.
  2. Select Import Users button, this will open the Import Users screen.
  3. Download the template file, and add Users to the excel file.
  4. When add the users details are added, save and Upload the file to add the users.
  5. New: If the Users now exist on another Zone, it will automatically add them to this Zone.

Excel File to be Imported

Import Users

Imported Users added to the Zone

 

 

29 Jul 2022 | News / Release Notes

Zutec Cloud and Mobile Field App –  Release 2.117.0

This article explains what new features you will find in Zutec’s November 2022 release to our in-browser Cloud platform.  

All the Cloud features are available but won’t take effect unless you choose to use them.

Zutec Cloud – New User Interface ‘Beta’ Release 

Zutec Cloud – Multizone User Management

 

Zutec Cloud – New User Interface ‘Beta’ Release

Introducing our new User Interface for Zutec Cloud. We have redesigned the User Interface and we are launching our initial phase on to our Zutec Cloud Platform

Our clients feedback is really important to us, so it is important to release our ‘Beta’ version for all of our clients to experience and give some valuable feedback to our Product Team.

What does ‘Beta’ mean?

‘Beta’ means the work on the application has not yet been completed, so therefore some functionalities are not yet available.

What Features are included in the Zutec Cloud End User New User Interface?

  • New Navigation
  • Sidebar Categories
  • Registers
    • Viewing Columns
    • Ordering columns
    • Pinning Columns
    • Filtering
    • Actions
    • File Viewer
  • Record View

How to experience the New User Interface

The new Interface is available from your Zutec Cloud application, by clicking on the Try New Design button displayed on the top banner of the Application.

  • Login to the current Zutec Cloud Application.

Try New Design Button

 

When selected the new User Interface will be displayed.

It is possible to switch back easily at anytime to the Current Zutec Platform by clicking on the SWITCH TO OLD DESIGN button.

New User Interface – Switch to Old Design

 

  • Sidebar Navigation
    • Categories – New feature whereby all Registers are categorised. Allowing for easier access and a standard UI/UX experience for all projects.
    • Home – Access full Project Directory (Folder Tree).
    • Zutec Logo – Dashboard
    • Portfolio – Access Portfolio
    • Notifications (Mail)
    • Project Admin
    • User Account
    • Collapse to minimise the Sidebar.
  • Top bar
    • Project Name
    • Client Logo
    • Global Search

Navigation – Sidebar with Categories

Navigation – Sidebar with Categories Collapsed

  • Sidebar Collapsed displaying Icons.
  • Tooltips to display each Icon Category name.

Home Selected – Displaying Full Directory

Home

  • Click on Home to display Project Directory, in expanded column.
  • When selected, the Category displays button in Green.

Select Category to filter the Directory by Category

  • Filter and display all Registers of the Category Selected

Categories

Categories

Project Admin

  • Select Project Admin to navigate to the Admin Features. This will display all Admin features on the Sidebar, replacing the Categories.

Project Admin

 

Project Admin Features

  • Manage
    • Registers
    • Users
    • Forms
    • User Groups
    • Workflows (Review Process)
    • Organisations
    • Security Zones
    • Sync Log
    • Templates

All Admin and Super Admin features link to the current Zutec Cloud.

Project View

  • Select Project View to switch the Sidebar back to Categories.

Select Project View

Project View

 

Collapse Sidebar

  • Click on the left Arrow on the Sidebar to collapse the Sidebar, to display Icons only.

Click to Collapse Sidebar

Sidebar displaying Icons

  • Click on Right Arrow to expand Sidebar.

 

Directory Panel

Navigate the Directory Panel to locate all your Registers, Drawings, Links, Reports.

Features of the Directory Panel

  • Prefilter the Directory by selecting a Category from the Sidebar.
  • For example : Selecting RFIs from the Side bar will display all items (Registers, Drawings, Links, Reports) that have previously associated to RFIs. This allows the Users to locate items in the Directory much more easily.

RFIs Selected – Directory Panel filtered by RFIs

  • Search the Directory, by entering text into the Search bar located at the top of the Directory panel. The Search will display all items in the Directory, that match or partially match the text search, along with each directory path.

Search Directory

Directory Items

  • Each Item Type is represented by a specific Icon.
  • Each Item in the Directory once selected will highlight in Green

Directory : Items and Icons

  • Click on each Path in the Directory to display further items or paths.

Click on each Path to display Items


Registers

Click on any Register from the Directory Panel to display the New redesigned Register Screen.

Register – New Design

Registers Features

Breadcrumbs

  • The Breadcrumbs displays the Directory Path of the Register at the top of the Registers Screen.

Breadcrumbs – Reflecting Directory Path of the Register

 

Register Navigation Tabs

  • These Tabs are displayed only when active on each Register.
  • For example – If only Records, no tabs are displayed.
  • The Records tab is selected by default, which displays all the records in the Register in a tabular format.

Register – Navigation Tabs

Search Register

  • Search the Register by entering text into the Search Bar located just above the Register Table.
  • Enter Text and click enter.
  • This will filter data in the Register Table that matches the text entered into the Search Bar.

Register – Search Register

Settings

  • The Settings for each Register will be accessible by clicking on the Settings Icon. This will replace the Options section.

Settings feature will be coming in a future release

Settings

Manage Column View

  • Manage Columns Displayed on each Register by selecting, deselecting each field. Select to display field on the Register Table.

Manage Column Views

Filter on columns

  • Filter data in the Register table by selecting a Column and selecting data results.
  • Click on the Apply button to filter the data in the Register Table, by the filters selected.
  • Multiple filters can be set by applying a filter on each column.
  • When a filter is applied on a column, the filter icon is displayed beside the heading to indicate that a filter is applied.
  • Once a filter is applied to the Register Table, it will display Filters Active.
  • To Clear Filters – Click on the Clear

Filter Data in each column

Ordering

  • Click on the Column heading to order data by Ascending or Descending.

Order Column Data by Ascending or Descending

Registers Actions

  • Click on any checkbox on the left for a record or multiple records.
  • This displays all the Actions available for the Register Records, displayed once one or more records are selected.
    • Actions Include:
      • Review
      • Email
      • Download
      • Print
      • Delete
      • more… (this displays more actions in a drop down list)

Register Actions

Register Actions will be coming in a future release

Reorder Columns in a Register Table

Reorder Columns in a Register Table easily, by clicking on the column heading and dragging to a new location on the table. This allows for freely movement of the columns within the Register Table. It allows you to display the most important columns at a glance.

Reorder Columns

 

Autosize Columns in a Register Table

  • Easily Autosize the width of a Column in a Register Table.
  • Select Autosize this column.
  • Autosize all columns which will resize each columns to the width of the heading.

Autosize Columns

 

Pin Columns in a Register Table

  • Pin a column to the Left or the Right of the Register.
  • Select column, and select pin left or pin right.
  • When selected it will display the column on left or right, and freeze its location on the screen.

Pin Columns on the Register Table

Edit In Place

This new feature allows a User with edit permissions, to click on a cell in the Register Table, and Edit the contents of the cell. Press Return key to save the data.

Open Record – View Record – New Screen

Attached Files

  • All Attached Files displayed to the left by default.
  • Click on the down arrow to expand row vertically to display all attached files.
  • Hover on File thumbnail icon to display File name.
  • If the File is an Image – Hover to display a preview of the Image.

Attached Files

Attached Images – Hover to Preview

Record Actions

Record Actions are displayed by selecting the icon to display all Actions relevant to each record.

Record Actions

Register Table Navigation

  • Horizontal Scrollbar to scroll left and right to view data in the table.
  • Total Number of Records displayed to the bottom right of the table.
  • Navigate through pages by clicking.

Pages and Records

All Administrator And Super Admin Features are embedded in the New User Interface

Admin – User Management

 

Zutec Cloud – Multizone User Management

This feature is for adding new or existing Users on the Zutec Cloud Platform to assign them to multiple Projects/Zones.

This feature will benefit to our Enterprise Clients, effecting clients that have multiple projects on the Zutec Platform.

When managing Users, they can now be assigned to multiple Projects/Zones.

This feature is available to Administrators.

 

Adding a New User to Multiple Zones

  1. Navigate to the User Management screen.
  2. Select Add New User button, this will open the Add New User screen.
  3. A New section is displayed on the Add New User Screen: Assign User to Zones.
  4. Search for a Zone by entering in to the Search Box to find a particular Zone.
  5. Select Zone, Multiple Zones, or Select all visible zones.
  6. Note : The current Zone is selected by default.
  7. All Zones displayed are the Zones assigned to the Administrator.

  1. Save User.
  2. When the User is Saved, this new User will have access to the Zutec Cloud Platform, and to the Multiple Zones.

NOTE: The Administrator must then assign the User to User Groups in each Zone.

Editing an existing User

  1. Navigate to the User Management screen.
  2. Search for an Existing User, or scroll to find the existing User.
  3. Select the Edit button, this will open the Modify User screen.
  4. A New section is displayed on the Add New User Screen: Assign User to Zones.
  5. Search for a Zone by entering in to the Search Box to find a particular Zone.
  6. Select Zone, Multiple Zones, or Select all visible zones.
  7. Note : The current Zone is selected by default.
  8. All Zones displayed are the Zones assigned to the Administrator.

  1. Save User.
  2. When the User is Saved, this User will have access to the Multiple Zones selected.

NOTE: The Administrator must then assign the User to User Groups in each Zone.

Importing Users

When Importing Users to the Zutec Cloud Platform, if the User already exists on another Zone this new feature will add the users to the current Zone.

  1. Navigate to Manage Users screen.
  2. Select Import Users button, this will open the Import Users screen.
  3. Download the template file, and add Users to the excel file.
  4. When add the users details are added, save and Upload the file to add the users.
  5. New: If the Users now exist on another Zone, it will automatically add them to this Zone.

Excel File to be Imported

Import Users

Imported Users added to the Zone

 

 

29 Jul 2022 | News / Product Updates

Zutec’s New Form Build – Why it Matters?

This article explains what new features you will find in Zutec’s November 2022 release to our in-browser Cloud platform.  

All the Cloud features are available but won’t take effect unless you choose to use them.

Zutec Cloud – New User Interface ‘Beta’ Release 

Zutec Cloud – Multizone User Management

 

Zutec Cloud – New User Interface ‘Beta’ Release

Introducing our new User Interface for Zutec Cloud. We have redesigned the User Interface and we are launching our initial phase on to our Zutec Cloud Platform

Our clients feedback is really important to us, so it is important to release our ‘Beta’ version for all of our clients to experience and give some valuable feedback to our Product Team.

What does ‘Beta’ mean?

‘Beta’ means the work on the application has not yet been completed, so therefore some functionalities are not yet available.

What Features are included in the Zutec Cloud End User New User Interface?

  • New Navigation
  • Sidebar Categories
  • Registers
    • Viewing Columns
    • Ordering columns
    • Pinning Columns
    • Filtering
    • Actions
    • File Viewer
  • Record View

How to experience the New User Interface

The new Interface is available from your Zutec Cloud application, by clicking on the Try New Design button displayed on the top banner of the Application.

  • Login to the current Zutec Cloud Application.

Try New Design Button

 

When selected the new User Interface will be displayed.

It is possible to switch back easily at anytime to the Current Zutec Platform by clicking on the SWITCH TO OLD DESIGN button.

New User Interface – Switch to Old Design

 

  • Sidebar Navigation
    • Categories – New feature whereby all Registers are categorised. Allowing for easier access and a standard UI/UX experience for all projects.
    • Home – Access full Project Directory (Folder Tree).
    • Zutec Logo – Dashboard
    • Portfolio – Access Portfolio
    • Notifications (Mail)
    • Project Admin
    • User Account
    • Collapse to minimise the Sidebar.
  • Top bar
    • Project Name
    • Client Logo
    • Global Search

Navigation – Sidebar with Categories

Navigation – Sidebar with Categories Collapsed

  • Sidebar Collapsed displaying Icons.
  • Tooltips to display each Icon Category name.

Home Selected – Displaying Full Directory

Home

  • Click on Home to display Project Directory, in expanded column.
  • When selected, the Category displays button in Green.

Select Category to filter the Directory by Category

  • Filter and display all Registers of the Category Selected

Categories

Categories

Project Admin

  • Select Project Admin to navigate to the Admin Features. This will display all Admin features on the Sidebar, replacing the Categories.

Project Admin

 

Project Admin Features

  • Manage
    • Registers
    • Users
    • Forms
    • User Groups
    • Workflows (Review Process)
    • Organisations
    • Security Zones
    • Sync Log
    • Templates

All Admin and Super Admin features link to the current Zutec Cloud.

Project View

  • Select Project View to switch the Sidebar back to Categories.

Select Project View

Project View

 

Collapse Sidebar

  • Click on the left Arrow on the Sidebar to collapse the Sidebar, to display Icons only.

Click to Collapse Sidebar

Sidebar displaying Icons

  • Click on Right Arrow to expand Sidebar.

 

Directory Panel

Navigate the Directory Panel to locate all your Registers, Drawings, Links, Reports.

Features of the Directory Panel

  • Prefilter the Directory by selecting a Category from the Sidebar.
  • For example : Selecting RFIs from the Side bar will display all items (Registers, Drawings, Links, Reports) that have previously associated to RFIs. This allows the Users to locate items in the Directory much more easily.

RFIs Selected – Directory Panel filtered by RFIs

  • Search the Directory, by entering text into the Search bar located at the top of the Directory panel. The Search will display all items in the Directory, that match or partially match the text search, along with each directory path.

Search Directory

Directory Items

  • Each Item Type is represented by a specific Icon.
  • Each Item in the Directory once selected will highlight in Green

Directory : Items and Icons

  • Click on each Path in the Directory to display further items or paths.

Click on each Path to display Items


Registers

Click on any Register from the Directory Panel to display the New redesigned Register Screen.

Register – New Design

Registers Features

Breadcrumbs

  • The Breadcrumbs displays the Directory Path of the Register at the top of the Registers Screen.

Breadcrumbs – Reflecting Directory Path of the Register

 

Register Navigation Tabs

  • These Tabs are displayed only when active on each Register.
  • For example – If only Records, no tabs are displayed.
  • The Records tab is selected by default, which displays all the records in the Register in a tabular format.

Register – Navigation Tabs

Search Register

  • Search the Register by entering text into the Search Bar located just above the Register Table.
  • Enter Text and click enter.
  • This will filter data in the Register Table that matches the text entered into the Search Bar.

Register – Search Register

Settings

  • The Settings for each Register will be accessible by clicking on the Settings Icon. This will replace the Options section.

Settings feature will be coming in a future release

Settings

Manage Column View

  • Manage Columns Displayed on each Register by selecting, deselecting each field. Select to display field on the Register Table.

Manage Column Views

Filter on columns

  • Filter data in the Register table by selecting a Column and selecting data results.
  • Click on the Apply button to filter the data in the Register Table, by the filters selected.
  • Multiple filters can be set by applying a filter on each column.
  • When a filter is applied on a column, the filter icon is displayed beside the heading to indicate that a filter is applied.
  • Once a filter is applied to the Register Table, it will display Filters Active.
  • To Clear Filters – Click on the Clear

Filter Data in each column

Ordering

  • Click on the Column heading to order data by Ascending or Descending.

Order Column Data by Ascending or Descending

Registers Actions

  • Click on any checkbox on the left for a record or multiple records.
  • This displays all the Actions available for the Register Records, displayed once one or more records are selected.
    • Actions Include:
      • Review
      • Email
      • Download
      • Print
      • Delete
      • more… (this displays more actions in a drop down list)

Register Actions

Register Actions will be coming in a future release

Reorder Columns in a Register Table

Reorder Columns in a Register Table easily, by clicking on the column heading and dragging to a new location on the table. This allows for freely movement of the columns within the Register Table. It allows you to display the most important columns at a glance.

Reorder Columns

 

Autosize Columns in a Register Table

  • Easily Autosize the width of a Column in a Register Table.
  • Select Autosize this column.
  • Autosize all columns which will resize each columns to the width of the heading.

Autosize Columns

 

Pin Columns in a Register Table

  • Pin a column to the Left or the Right of the Register.
  • Select column, and select pin left or pin right.
  • When selected it will display the column on left or right, and freeze its location on the screen.

Pin Columns on the Register Table

Edit In Place

This new feature allows a User with edit permissions, to click on a cell in the Register Table, and Edit the contents of the cell. Press Return key to save the data.

Open Record – View Record – New Screen

Attached Files

  • All Attached Files displayed to the left by default.
  • Click on the down arrow to expand row vertically to display all attached files.
  • Hover on File thumbnail icon to display File name.
  • If the File is an Image – Hover to display a preview of the Image.

Attached Files

Attached Images – Hover to Preview

Record Actions

Record Actions are displayed by selecting the icon to display all Actions relevant to each record.

Record Actions

Register Table Navigation

  • Horizontal Scrollbar to scroll left and right to view data in the table.
  • Total Number of Records displayed to the bottom right of the table.
  • Navigate through pages by clicking.

Pages and Records

All Administrator And Super Admin Features are embedded in the New User Interface

Admin – User Management

 

Zutec Cloud – Multizone User Management

This feature is for adding new or existing Users on the Zutec Cloud Platform to assign them to multiple Projects/Zones.

This feature will benefit to our Enterprise Clients, effecting clients that have multiple projects on the Zutec Platform.

When managing Users, they can now be assigned to multiple Projects/Zones.

This feature is available to Administrators.

 

Adding a New User to Multiple Zones

  1. Navigate to the User Management screen.
  2. Select Add New User button, this will open the Add New User screen.
  3. A New section is displayed on the Add New User Screen: Assign User to Zones.
  4. Search for a Zone by entering in to the Search Box to find a particular Zone.
  5. Select Zone, Multiple Zones, or Select all visible zones.
  6. Note : The current Zone is selected by default.
  7. All Zones displayed are the Zones assigned to the Administrator.

  1. Save User.
  2. When the User is Saved, this new User will have access to the Zutec Cloud Platform, and to the Multiple Zones.

NOTE: The Administrator must then assign the User to User Groups in each Zone.

Editing an existing User

  1. Navigate to the User Management screen.
  2. Search for an Existing User, or scroll to find the existing User.
  3. Select the Edit button, this will open the Modify User screen.
  4. A New section is displayed on the Add New User Screen: Assign User to Zones.
  5. Search for a Zone by entering in to the Search Box to find a particular Zone.
  6. Select Zone, Multiple Zones, or Select all visible zones.
  7. Note : The current Zone is selected by default.
  8. All Zones displayed are the Zones assigned to the Administrator.

  1. Save User.
  2. When the User is Saved, this User will have access to the Multiple Zones selected.

NOTE: The Administrator must then assign the User to User Groups in each Zone.

Importing Users

When Importing Users to the Zutec Cloud Platform, if the User already exists on another Zone this new feature will add the users to the current Zone.

  1. Navigate to Manage Users screen.
  2. Select Import Users button, this will open the Import Users screen.
  3. Download the template file, and add Users to the excel file.
  4. When add the users details are added, save and Upload the file to add the users.
  5. New: If the Users now exist on another Zone, it will automatically add them to this Zone.

Excel File to be Imported

Import Users

Imported Users added to the Zone

 

 

5 Jul 2022 | News / Press Releases

The BuildData Group Hires Chief Revenue Officer

This article explains what new features you will find in Zutec’s November 2022 release to our in-browser Cloud platform.  

All the Cloud features are available but won’t take effect unless you choose to use them.

Zutec Cloud – New User Interface ‘Beta’ Release 

Zutec Cloud – Multizone User Management

 

Zutec Cloud – New User Interface ‘Beta’ Release

Introducing our new User Interface for Zutec Cloud. We have redesigned the User Interface and we are launching our initial phase on to our Zutec Cloud Platform

Our clients feedback is really important to us, so it is important to release our ‘Beta’ version for all of our clients to experience and give some valuable feedback to our Product Team.

What does ‘Beta’ mean?

‘Beta’ means the work on the application has not yet been completed, so therefore some functionalities are not yet available.

What Features are included in the Zutec Cloud End User New User Interface?

  • New Navigation
  • Sidebar Categories
  • Registers
    • Viewing Columns
    • Ordering columns
    • Pinning Columns
    • Filtering
    • Actions
    • File Viewer
  • Record View

How to experience the New User Interface

The new Interface is available from your Zutec Cloud application, by clicking on the Try New Design button displayed on the top banner of the Application.

  • Login to the current Zutec Cloud Application.

Try New Design Button

 

When selected the new User Interface will be displayed.

It is possible to switch back easily at anytime to the Current Zutec Platform by clicking on the SWITCH TO OLD DESIGN button.

New User Interface – Switch to Old Design

 

  • Sidebar Navigation
    • Categories – New feature whereby all Registers are categorised. Allowing for easier access and a standard UI/UX experience for all projects.
    • Home – Access full Project Directory (Folder Tree).
    • Zutec Logo – Dashboard
    • Portfolio – Access Portfolio
    • Notifications (Mail)
    • Project Admin
    • User Account
    • Collapse to minimise the Sidebar.
  • Top bar
    • Project Name
    • Client Logo
    • Global Search

Navigation – Sidebar with Categories

Navigation – Sidebar with Categories Collapsed

  • Sidebar Collapsed displaying Icons.
  • Tooltips to display each Icon Category name.

Home Selected – Displaying Full Directory

Home

  • Click on Home to display Project Directory, in expanded column.
  • When selected, the Category displays button in Green.

Select Category to filter the Directory by Category

  • Filter and display all Registers of the Category Selected

Categories

Categories

Project Admin

  • Select Project Admin to navigate to the Admin Features. This will display all Admin features on the Sidebar, replacing the Categories.

Project Admin

 

Project Admin Features

  • Manage
    • Registers
    • Users
    • Forms
    • User Groups
    • Workflows (Review Process)
    • Organisations
    • Security Zones
    • Sync Log
    • Templates

All Admin and Super Admin features link to the current Zutec Cloud.

Project View

  • Select Project View to switch the Sidebar back to Categories.

Select Project View

Project View

 

Collapse Sidebar

  • Click on the left Arrow on the Sidebar to collapse the Sidebar, to display Icons only.

Click to Collapse Sidebar

Sidebar displaying Icons

  • Click on Right Arrow to expand Sidebar.

 

Directory Panel

Navigate the Directory Panel to locate all your Registers, Drawings, Links, Reports.

Features of the Directory Panel

  • Prefilter the Directory by selecting a Category from the Sidebar.
  • For example : Selecting RFIs from the Side bar will display all items (Registers, Drawings, Links, Reports) that have previously associated to RFIs. This allows the Users to locate items in the Directory much more easily.

RFIs Selected – Directory Panel filtered by RFIs

  • Search the Directory, by entering text into the Search bar located at the top of the Directory panel. The Search will display all items in the Directory, that match or partially match the text search, along with each directory path.

Search Directory

Directory Items

  • Each Item Type is represented by a specific Icon.
  • Each Item in the Directory once selected will highlight in Green

Directory : Items and Icons

  • Click on each Path in the Directory to display further items or paths.

Click on each Path to display Items


Registers

Click on any Register from the Directory Panel to display the New redesigned Register Screen.

Register – New Design

Registers Features

Breadcrumbs

  • The Breadcrumbs displays the Directory Path of the Register at the top of the Registers Screen.

Breadcrumbs – Reflecting Directory Path of the Register

 

Register Navigation Tabs

  • These Tabs are displayed only when active on each Register.
  • For example – If only Records, no tabs are displayed.
  • The Records tab is selected by default, which displays all the records in the Register in a tabular format.

Register – Navigation Tabs

Search Register

  • Search the Register by entering text into the Search Bar located just above the Register Table.
  • Enter Text and click enter.
  • This will filter data in the Register Table that matches the text entered into the Search Bar.

Register – Search Register

Settings

  • The Settings for each Register will be accessible by clicking on the Settings Icon. This will replace the Options section.

Settings feature will be coming in a future release

Settings

Manage Column View

  • Manage Columns Displayed on each Register by selecting, deselecting each field. Select to display field on the Register Table.

Manage Column Views

Filter on columns

  • Filter data in the Register table by selecting a Column and selecting data results.
  • Click on the Apply button to filter the data in the Register Table, by the filters selected.
  • Multiple filters can be set by applying a filter on each column.
  • When a filter is applied on a column, the filter icon is displayed beside the heading to indicate that a filter is applied.
  • Once a filter is applied to the Register Table, it will display Filters Active.
  • To Clear Filters – Click on the Clear

Filter Data in each column

Ordering

  • Click on the Column heading to order data by Ascending or Descending.

Order Column Data by Ascending or Descending

Registers Actions

  • Click on any checkbox on the left for a record or multiple records.
  • This displays all the Actions available for the Register Records, displayed once one or more records are selected.
    • Actions Include:
      • Review
      • Email
      • Download
      • Print
      • Delete
      • more… (this displays more actions in a drop down list)

Register Actions

Register Actions will be coming in a future release

Reorder Columns in a Register Table

Reorder Columns in a Register Table easily, by clicking on the column heading and dragging to a new location on the table. This allows for freely movement of the columns within the Register Table. It allows you to display the most important columns at a glance.

Reorder Columns

 

Autosize Columns in a Register Table

  • Easily Autosize the width of a Column in a Register Table.
  • Select Autosize this column.
  • Autosize all columns which will resize each columns to the width of the heading.

Autosize Columns

 

Pin Columns in a Register Table

  • Pin a column to the Left or the Right of the Register.
  • Select column, and select pin left or pin right.
  • When selected it will display the column on left or right, and freeze its location on the screen.

Pin Columns on the Register Table

Edit In Place

This new feature allows a User with edit permissions, to click on a cell in the Register Table, and Edit the contents of the cell. Press Return key to save the data.

Open Record – View Record – New Screen

Attached Files

  • All Attached Files displayed to the left by default.
  • Click on the down arrow to expand row vertically to display all attached files.
  • Hover on File thumbnail icon to display File name.
  • If the File is an Image – Hover to display a preview of the Image.

Attached Files

Attached Images – Hover to Preview

Record Actions

Record Actions are displayed by selecting the icon to display all Actions relevant to each record.

Record Actions

Register Table Navigation

  • Horizontal Scrollbar to scroll left and right to view data in the table.
  • Total Number of Records displayed to the bottom right of the table.
  • Navigate through pages by clicking.

Pages and Records

All Administrator And Super Admin Features are embedded in the New User Interface

Admin – User Management

 

Zutec Cloud – Multizone User Management

This feature is for adding new or existing Users on the Zutec Cloud Platform to assign them to multiple Projects/Zones.

This feature will benefit to our Enterprise Clients, effecting clients that have multiple projects on the Zutec Platform.

When managing Users, they can now be assigned to multiple Projects/Zones.

This feature is available to Administrators.

 

Adding a New User to Multiple Zones

  1. Navigate to the User Management screen.
  2. Select Add New User button, this will open the Add New User screen.
  3. A New section is displayed on the Add New User Screen: Assign User to Zones.
  4. Search for a Zone by entering in to the Search Box to find a particular Zone.
  5. Select Zone, Multiple Zones, or Select all visible zones.
  6. Note : The current Zone is selected by default.
  7. All Zones displayed are the Zones assigned to the Administrator.

  1. Save User.
  2. When the User is Saved, this new User will have access to the Zutec Cloud Platform, and to the Multiple Zones.

NOTE: The Administrator must then assign the User to User Groups in each Zone.

Editing an existing User

  1. Navigate to the User Management screen.
  2. Search for an Existing User, or scroll to find the existing User.
  3. Select the Edit button, this will open the Modify User screen.
  4. A New section is displayed on the Add New User Screen: Assign User to Zones.
  5. Search for a Zone by entering in to the Search Box to find a particular Zone.
  6. Select Zone, Multiple Zones, or Select all visible zones.
  7. Note : The current Zone is selected by default.
  8. All Zones displayed are the Zones assigned to the Administrator.

  1. Save User.
  2. When the User is Saved, this User will have access to the Multiple Zones selected.

NOTE: The Administrator must then assign the User to User Groups in each Zone.

Importing Users

When Importing Users to the Zutec Cloud Platform, if the User already exists on another Zone this new feature will add the users to the current Zone.

  1. Navigate to Manage Users screen.
  2. Select Import Users button, this will open the Import Users screen.
  3. Download the template file, and add Users to the excel file.
  4. When add the users details are added, save and Upload the file to add the users.
  5. New: If the Users now exist on another Zone, it will automatically add them to this Zone.

Excel File to be Imported

Import Users

Imported Users added to the Zone

 

 

5 Jul 2022 | News / Press Releases

The BuildData Group Hires Chief Marketing Officer

This article explains what new features you will find in Zutec’s November 2022 release to our in-browser Cloud platform.  

All the Cloud features are available but won’t take effect unless you choose to use them.

Zutec Cloud – New User Interface ‘Beta’ Release 

Zutec Cloud – Multizone User Management

 

Zutec Cloud – New User Interface ‘Beta’ Release

Introducing our new User Interface for Zutec Cloud. We have redesigned the User Interface and we are launching our initial phase on to our Zutec Cloud Platform

Our clients feedback is really important to us, so it is important to release our ‘Beta’ version for all of our clients to experience and give some valuable feedback to our Product Team.

What does ‘Beta’ mean?

‘Beta’ means the work on the application has not yet been completed, so therefore some functionalities are not yet available.

What Features are included in the Zutec Cloud End User New User Interface?

  • New Navigation
  • Sidebar Categories
  • Registers
    • Viewing Columns
    • Ordering columns
    • Pinning Columns
    • Filtering
    • Actions
    • File Viewer
  • Record View

How to experience the New User Interface

The new Interface is available from your Zutec Cloud application, by clicking on the Try New Design button displayed on the top banner of the Application.

  • Login to the current Zutec Cloud Application.

Try New Design Button

 

When selected the new User Interface will be displayed.

It is possible to switch back easily at anytime to the Current Zutec Platform by clicking on the SWITCH TO OLD DESIGN button.

New User Interface – Switch to Old Design

 

  • Sidebar Navigation
    • Categories – New feature whereby all Registers are categorised. Allowing for easier access and a standard UI/UX experience for all projects.
    • Home – Access full Project Directory (Folder Tree).
    • Zutec Logo – Dashboard
    • Portfolio – Access Portfolio
    • Notifications (Mail)
    • Project Admin
    • User Account
    • Collapse to minimise the Sidebar.
  • Top bar
    • Project Name
    • Client Logo
    • Global Search

Navigation – Sidebar with Categories

Navigation – Sidebar with Categories Collapsed

  • Sidebar Collapsed displaying Icons.
  • Tooltips to display each Icon Category name.

Home Selected – Displaying Full Directory

Home

  • Click on Home to display Project Directory, in expanded column.
  • When selected, the Category displays button in Green.

Select Category to filter the Directory by Category

  • Filter and display all Registers of the Category Selected

Categories

Categories

Project Admin

  • Select Project Admin to navigate to the Admin Features. This will display all Admin features on the Sidebar, replacing the Categories.

Project Admin

 

Project Admin Features

  • Manage
    • Registers
    • Users
    • Forms
    • User Groups
    • Workflows (Review Process)
    • Organisations
    • Security Zones
    • Sync Log
    • Templates

All Admin and Super Admin features link to the current Zutec Cloud.

Project View

  • Select Project View to switch the Sidebar back to Categories.

Select Project View

Project View

 

Collapse Sidebar

  • Click on the left Arrow on the Sidebar to collapse the Sidebar, to display Icons only.

Click to Collapse Sidebar

Sidebar displaying Icons

  • Click on Right Arrow to expand Sidebar.

 

Directory Panel

Navigate the Directory Panel to locate all your Registers, Drawings, Links, Reports.

Features of the Directory Panel

  • Prefilter the Directory by selecting a Category from the Sidebar.
  • For example : Selecting RFIs from the Side bar will display all items (Registers, Drawings, Links, Reports) that have previously associated to RFIs. This allows the Users to locate items in the Directory much more easily.

RFIs Selected – Directory Panel filtered by RFIs

  • Search the Directory, by entering text into the Search bar located at the top of the Directory panel. The Search will display all items in the Directory, that match or partially match the text search, along with each directory path.

Search Directory

Directory Items

  • Each Item Type is represented by a specific Icon.
  • Each Item in the Directory once selected will highlight in Green

Directory : Items and Icons

  • Click on each Path in the Directory to display further items or paths.

Click on each Path to display Items


Registers

Click on any Register from the Directory Panel to display the New redesigned Register Screen.

Register – New Design

Registers Features

Breadcrumbs

  • The Breadcrumbs displays the Directory Path of the Register at the top of the Registers Screen.

Breadcrumbs – Reflecting Directory Path of the Register

 

Register Navigation Tabs

  • These Tabs are displayed only when active on each Register.
  • For example – If only Records, no tabs are displayed.
  • The Records tab is selected by default, which displays all the records in the Register in a tabular format.

Register – Navigation Tabs

Search Register

  • Search the Register by entering text into the Search Bar located just above the Register Table.
  • Enter Text and click enter.
  • This will filter data in the Register Table that matches the text entered into the Search Bar.

Register – Search Register

Settings

  • The Settings for each Register will be accessible by clicking on the Settings Icon. This will replace the Options section.

Settings feature will be coming in a future release

Settings

Manage Column View

  • Manage Columns Displayed on each Register by selecting, deselecting each field. Select to display field on the Register Table.

Manage Column Views

Filter on columns

  • Filter data in the Register table by selecting a Column and selecting data results.
  • Click on the Apply button to filter the data in the Register Table, by the filters selected.
  • Multiple filters can be set by applying a filter on each column.
  • When a filter is applied on a column, the filter icon is displayed beside the heading to indicate that a filter is applied.
  • Once a filter is applied to the Register Table, it will display Filters Active.
  • To Clear Filters – Click on the Clear

Filter Data in each column

Ordering

  • Click on the Column heading to order data by Ascending or Descending.

Order Column Data by Ascending or Descending

Registers Actions

  • Click on any checkbox on the left for a record or multiple records.
  • This displays all the Actions available for the Register Records, displayed once one or more records are selected.
    • Actions Include:
      • Review
      • Email
      • Download
      • Print
      • Delete
      • more… (this displays more actions in a drop down list)

Register Actions

Register Actions will be coming in a future release

Reorder Columns in a Register Table

Reorder Columns in a Register Table easily, by clicking on the column heading and dragging to a new location on the table. This allows for freely movement of the columns within the Register Table. It allows you to display the most important columns at a glance.

Reorder Columns

 

Autosize Columns in a Register Table

  • Easily Autosize the width of a Column in a Register Table.
  • Select Autosize this column.
  • Autosize all columns which will resize each columns to the width of the heading.

Autosize Columns

 

Pin Columns in a Register Table

  • Pin a column to the Left or the Right of the Register.
  • Select column, and select pin left or pin right.
  • When selected it will display the column on left or right, and freeze its location on the screen.

Pin Columns on the Register Table

Edit In Place

This new feature allows a User with edit permissions, to click on a cell in the Register Table, and Edit the contents of the cell. Press Return key to save the data.

Open Record – View Record – New Screen

Attached Files

  • All Attached Files displayed to the left by default.
  • Click on the down arrow to expand row vertically to display all attached files.
  • Hover on File thumbnail icon to display File name.
  • If the File is an Image – Hover to display a preview of the Image.

Attached Files

Attached Images – Hover to Preview

Record Actions

Record Actions are displayed by selecting the icon to display all Actions relevant to each record.

Record Actions

Register Table Navigation

  • Horizontal Scrollbar to scroll left and right to view data in the table.
  • Total Number of Records displayed to the bottom right of the table.
  • Navigate through pages by clicking.

Pages and Records

All Administrator And Super Admin Features are embedded in the New User Interface

Admin – User Management

 

Zutec Cloud – Multizone User Management

This feature is for adding new or existing Users on the Zutec Cloud Platform to assign them to multiple Projects/Zones.

This feature will benefit to our Enterprise Clients, effecting clients that have multiple projects on the Zutec Platform.

When managing Users, they can now be assigned to multiple Projects/Zones.

This feature is available to Administrators.

 

Adding a New User to Multiple Zones

  1. Navigate to the User Management screen.
  2. Select Add New User button, this will open the Add New User screen.
  3. A New section is displayed on the Add New User Screen: Assign User to Zones.
  4. Search for a Zone by entering in to the Search Box to find a particular Zone.
  5. Select Zone, Multiple Zones, or Select all visible zones.
  6. Note : The current Zone is selected by default.
  7. All Zones displayed are the Zones assigned to the Administrator.

  1. Save User.
  2. When the User is Saved, this new User will have access to the Zutec Cloud Platform, and to the Multiple Zones.

NOTE: The Administrator must then assign the User to User Groups in each Zone.

Editing an existing User

  1. Navigate to the User Management screen.
  2. Search for an Existing User, or scroll to find the existing User.
  3. Select the Edit button, this will open the Modify User screen.
  4. A New section is displayed on the Add New User Screen: Assign User to Zones.
  5. Search for a Zone by entering in to the Search Box to find a particular Zone.
  6. Select Zone, Multiple Zones, or Select all visible zones.
  7. Note : The current Zone is selected by default.
  8. All Zones displayed are the Zones assigned to the Administrator.

  1. Save User.
  2. When the User is Saved, this User will have access to the Multiple Zones selected.

NOTE: The Administrator must then assign the User to User Groups in each Zone.

Importing Users

When Importing Users to the Zutec Cloud Platform, if the User already exists on another Zone this new feature will add the users to the current Zone.

  1. Navigate to Manage Users screen.
  2. Select Import Users button, this will open the Import Users screen.
  3. Download the template file, and add Users to the excel file.
  4. When add the users details are added, save and Upload the file to add the users.
  5. New: If the Users now exist on another Zone, it will automatically add them to this Zone.

Excel File to be Imported

Import Users

Imported Users added to the Zone

 

 

16 Jun 2022 | News

Zutec Digital Cladding Remediation Solution Now Available for Housebuilders, Developers and Owners

 

Zutec Digital Cladding Remediation Solution Now Available for Housebuilders, Developers and Owners 

 The single source of truth for assessment, inspection, reporting and evidencing cladding remediation – one tool to manage the entire process. 

London, UK— 16th June 2022: With the Building Safety Act 2022 receiving Royal Assent, and 45 housebuilders now signed up to Government pledge set out by the Department for Levelling Up, Housing and Communities to remediate life critical safety works in buildings over 11 metres from the last 30 years, there is now a requirement for cladding issues across England to be fixed as soon as possible. Doing this in the most effective and efficient way, without risking lives, will be essential for companies undertaking the work. To support housebuilders in their efforts to remediate buildings as quickly as possible and comply with building regulations, Zutec has launched a configurable solution that records building assessments and evidences data to demonstrate the right materials are being used in the right place, before submitting to inspectors and assessors for review and sign off.  

“It is five years since Grenfell, and we still need to do more as an industry to ensure such an avoidable tragedy does not happen again. We welcome the Government’s recent uplifted ban on Metal Composite Material [MCM] cladding panels to cover all buildings as a further step towards ensuring everyone lives in a safe environment, and we want to work with housebuilders and developers to ensure they meet regulatory compliance,” said Mike White, Chief Technology Officer at Zutec. 

“We have developed a software solution that helps clients assess legacy buildings, identify necessary remediation action, and ensure that re-work done on properties is to the highest standard, not only to reduce legacy issues but to deliver safer housing. Having one place to schedule, assess and record building reviews, store documented evidence of building work, and submit photographic evidence to assessors will speed up the sign off process and provide an auditable record of work meets standards,” continued White. 

The Zutec cladding remediation solution enables housebuilders, developers and owners to roll out a comprehensive review of current installations and to track and inspect progress on cladding and remediation changes. Users can build a predefined framework of activities or systems to be inspected by the assessor before identifying remedial works from any device on site. Zutec provides the functionality to locate issues on Elevation or GA drawings and provide a description of the defects identified. Photographic evidence can then be added—time stamped and geo-located—to be traced back to a location and property, and easily shared with team members, inspectors, or assessors via customisable workflows.  

With Zutec, identified remedial items are easily classified into predefined groups and then assigned to the suitable contractors to fix. Zutec’s powerful dashboard enables stakeholders to monitor and report on the status of pre-defined remedial actions, providing a single source of truth that can be up and running quickly, and is easy to use. One platform ensures an efficient and effective way to evidence workmanship and the use of compliant products and materials, to meet pledge commitments and demonstrate regulatory compliance. 

To find out more about Zutec’s Cladding Remediation solution sign up to our webinar or reach out to us at contact@zutec.com, and one of our experienced team will be in touch. 

25 May 2022 | News

Zutec Builds Digital Solution for Part L 2021 Photographic Evidence Compliance

One tool to overcome the challenge of capturing, recording, marking-up, tracing back and easily sharing geo-located photographic evidence through the house build stage

 

London, UK—25th May 2022:  From 15th June 2022, housebuilders and developers in England and Wales will be required to provide qualitative photographic evidence that demonstrates that new homes produce 31% less CO2 emissions compared to the current requirements. This is to comply with the uplifted Part L standard (or Approved Document L 2021) of the UK’s Building Regulations, which comes into force to drive further energy efficiencies in new builds. To enable geo-located photos to be captured properly, correctly labelled, centrally stored and traced back to a property before being submitted to the assessor for sign off, Zutec, the leading quality management platform and client CDE for housebuilders and developers, has built a customisable solution available today to help customers stay ahead of the Part L requirement.

“From speaking to our customers, one challenge they have today as Part L 2021 comes into play is having one tool or app that works on site from any device, whether or not there is a WIFI or data connection available, that allows them to take and record geo-located photographic evidence of a new home’s insulation or installation, to demonstrate compliance to Part L 2021,” said Emily Hopson-Hill, Chief Operating Officer at Zutec.

“Working with our customers we have built a solution that can be integrated into a site quality management programme that enables geo-referenced photos to be captured from any device with or without a data connection. Zutec provides the functionality for those photos to be marked up, complemented with supporting documentation, stored centrally within the platform, traced back to a location and property, and easily shared with team members, inspectors or assessors during the build stage via customisable workflows. Once the SAP assessor has reviewed evidence it can be approved or sent back with feedback, so if work is not up to standard it can be remediated before the build completes. This speeds up the process, ahead of the EPC and the BREL report being released and avoids retrofitting new homes, which is timely and costly.  A first for the sector, Zutec can be configured quickly to adapt to changing regulations and helps housebuilders take additional steps towards quality assurance, traceability and accountability,” continued Hopson-Hill.

Simple and easy to use, Zutec can be up and running quickly due to its complete configurability, and provides an efficient and effective way to evidence compliance to this and other upcoming building regulations—providing a single source of truth so that housebuilders can demonstrate they are using the most efficient products and materials to build energy-efficient homes. With the more rigorous Future Homes and Future Building Standard coming into force in 2025, which moves towards carbon neutral new homes and requirements to reduce emissions by 75-80%, Zutec provides a digital first step to help housebuilders evidence compliance that can lead to a one stop shop for Quality Management.

To find out more about Zutec’s Part L  solution watch our webinar, download our whitepaper or reach out to us at contact@zutec.com, and one of our experienced team will be in touch.

1 Jan 2022 | News

Zutec Welcomes sister company Bond Bryan Digital

Starting of the new year with some exciting news!

We are pleased to confirm the addition of Bond Bryan Digital Limited [BBD] to the BuildData Group, alongside the other group brands: Zutec and Createmaster. Bond Bryan Digital are market leaders in the provision of consultancy and advice related to ISO19650 & BIM structured data.

Headed up by Rob Jackson and Emma Hooper, BBD specialise in offering Information Management, Clash Detection and specialist BIM consultancy services to both Clients and Contractors and have established themselves as a leading-edge consultancy in the rapidly expanding UK Digital Construction space by supporting clients to both define & deliver their information requirements.

The addition of the BBD team extends the BuildData ability to provide full digital data support throughout the building life-cycle to all our customers.

Find out more about Bond Bryan Digital Here : https://www.bondbryandigital.co.uk/

21 Jul 2021 | News

Review of New Civil Engineer’s event: The Future Of Rail

New Civil Engineer’s Future of Rail virtual event took place on Thursday 15th July, exploring the post Covid-19 role of the railway, and assessing innovative opportunities in the sector.

Watched by 200 online attendees, sessions covered critical issues such as climate change, the importance of electrifying UK rail, and the true value of digital twins in asset management.

The impressive line-up of speakers included Mike Smith, Programme Director of Restoring Your Railway at Network Rail; Maria Cliff, Head of Operations at East West Rail; Lawrence Shackman, Head of Rail Projects and Technical Services at Transport Scotland; and our own Tom Boland, Head of Digitisation at Zutec.

Tom shared his knowledge of digital twins during the session entitled: World-leading approach to using digital in infrastructure construction.

As Silver Sponsors of the event, Zutec were delighted to host this 15-minute presentation and Q&A session, in the expert company of Peter Ruff, Head of BIM for SCS Railways on the HS2 project, and Dr Anita Soni, Deputy Head of BIM at SCS Railways and Skanska Infrastructure.

 

SCS and Zutec session: Digital processes driving up quality

This practical session provided a deep-dive into how SCS – the joint venture between Skanska, Costain and STRABAG – is delivering the 250k southern section of the £106bn HS2 railway, by engaging fully with HS2’s big digital ambitions.

Facilitated by the Zutec BIM platform, SCS and HS2 are together connecting the digital model of the southern section between London and Birmingham, with the quality control and inspection documentation. It’s a ground-breaking digital twin project that will benefit stakeholders, from the engineers and suppliers on site, to end users of the completed railway.

 

Thinking of the end at the start

The presentation showed how connecting the engineering data and quality documentation with real-time reporting is benefitting the entire project, culminating in the automated and efficient handover of structured data at completion.

The panel enlightened the audience on how higher quality and more accurate inspection and quality control records can be stored in a digital twin, and passed over to the client to maintain the railway during the operational phase.

 

One source of the truth

It was emphasised that ‘making life easier’ is the core objective of this digital twin strategy. With 5 million quality checklists digitised through the Zutec platform, it has been possible to provide multiple stakeholder groups with one source of the truth. Pre-populated forms save time, site inspections are streamlined and audit trails are reliable and transparent. Overall, there are health and safety, time, cost, data security, environmental and quality benefits, from deploying this digital information flow.

 

Digital Twin benefits in action

Further insights were provided into how the supply chain is given a helping hand with digital twin technology on a project like this. Suppliers have access to the BIM data lake, for example, as well as real time progress and information tracking. Expectations can be tightly managed and suppliers can plan ahead with ease.

Tom, Peter and Anita also touched on ‘getting people on board’ saying that, to date, the system has been successfully rolled out to 550 staff and 48 subcontractors. This will grow to over 1,500 users and 80 companies on the system in 2022. Training, clear communication of the benefits, and empowering site engineers to become the ‘owners’ of elements of the system have all helped embed the project.

 

Initial successes shared with more to come

The inspection and test plan sign-off process has been reduced from 21 days to 4, the panel revealed, and there has been a 90% reduction in time spent completing forms. All key milestones were met during Covid, confirming how, with the right technology in place, it’s possible to satisfy the customer, even during a pandemic.

Final thoughts to round off the presentation focused on what has underpinned such achievements, and a simple equation was shared: Strategy + People + Platform = Success. Ongoing improvements continue to be seen, the speakers said, as this vast, ambitious infrastructure project powers towards completion.

 

Fill out the form here to watch the full video now.

To learn more about digital twin technology and how it can be used in infrastructure projects, book a demo with Zutec today.

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