Heatmap Notes

| Overview

The L2-certified installers and above can now add Heatmap notes for their sites. 

Heatmap notes allow the L2-Installers and above to add/edit/view/archive key notes about a site/system/zone so that the information/instruction is available for the other installers This helps to bridge any communication gap between the support users/L1/L2 installers.

| Heatmap Notes

The notes can be about an update, upgrade, or regular maintenance,

They can be about:

• CCU upgraded to a newer version.
• Firmware upgraded to newer versions.
• Replacement or addition of a new CCU to a building
• Changes related to the schedules (Special schedules setup)
• Modification of desired temperatures
• Modification of setback temperatures
• Alteration of Tuner values
• Modification to an existing configuration from re-configuration

Anything that could add value to the other users of the site and keep them up to date.

These notes can also save time spent on a ticket by any support user.

This can be very useful when information/instruction is required to be shared with other support users.

Notes can be of the following types:

| Add a Note

To add a note from the heatmap screen of Facilisight 

• Click Notes.

The notes section is displayed, as below.

• Click Add Note to add a new note.
• Enter the information. 
• Click Save to confirm the note.

The note is added under the notes section, as below.

| Edit a Note

• Click the menu  icon next to any of the notes.

• Click Edit to edit the note.

| Pin & Archive notes

Pin/Un-Pin

• Click Pin to pin a note as below.

• Click Un-Pin to revert.

Archive/Un-Archive

• Click Archive to archive a note as below.

• Click Un-Archive to revert.

| Search & Filter Notes

Search

• Use the search field to search for notes.

• Use keywords to search for notes.

Note: The searched keyword filters out the notes regardless of their type.

Filter

• Use the filter fields to filter the notes.

You can filter notes by the user that created it, or by its type, as below.

You can also filter notes by their creation date, as below.

| Cloud Storage for Notes

In the Internal Portal and Facilisight portal, the file attachment option to upload heatmap notes provides additional help to users if they need to store/refer to more information about the site.

• Under the Cloud Storage Section,

The cloud storage has a maximum capacity of 50 GB. The memory used against the capacity is displayed under the section.

Adding a File in Cloud Storage

• Click on upload file to upload a file. All file formats are supported with the exception of .exe and .apk files

• The list of already uploaded files is displayed with user credentials, associated equipment (if any) and the timestamp of when the file was uploaded.

• Select the file to be uploaded. The maximum file size supported is 1 GB.

• Select the associated equipment for the corresponding file. The file can be associated at the zone level or CCU level and the same is displayed at the level once the file is uploaded.

• Click upload to upload the file.

The success message is displayed.

The uploaded file can be observed at the corresponding zone/CCU level under the view assets section.

The file preview is displayed.

Downloading a File from Cloud Storage

• Click on the download icon to download a file from cloud storage

The file is successfully downloaded.

Deleting a File in Cloud Storage

• Click on the  icon to delete a file from cloud storage

• Click delete to delete the selected file

The file is successfully deleted.