Searching for documents in Handover
Using the Search field
This is the simplest form of searching, and returns a list of all files containing the words you enter in the Search field. The results are based on the tags listed in the Document and Assets tables, and from Hotspots. Tags are added when the document is imported into Aconex.
An example of the results for a text-based search for the words ‘first floor’.
This search method lets you drill down to the documents for a specific asset in the project. If you select Assets, you’ll see a list of all the different ones available, along with basic information like the Make, Model, Manufacturer etc.
Double-clicking an asset takes you directly to the location of the asset in the As-built drawing, which is highlighted so you can easily see it. If you then select the asset itself, it displays a list of Document Types. You can open list specific to the type by clicking specific type.
The menu lists the available Handover documents categorized by areas such as architecture, electrical and mechanical.
When you select one of these, it opens more levels showing the various document types. Clicking on any of these opens a list of document specific to that type.
The Document Types menu lists the available files categorized by type. Clicking on one of these to open a list of a specific type of document. In this example these are all manuals.
This is a filter that is added to the left of the window and is used to add Handover documents into the manual. This can be any option in a selectable list, or any attribute configured in the project. This is synced with the document and displayed in the manual when it is uploaded.
This example of the third menu shows a file available in Electrical (the Discipline) and Section 6 (the Value).
As well as searching using menus, you can also search by drilling down into areas and sub-areas of a graphical view of the project.
This feature is specific to a project and can be customized. The areas and sub-areas you can access are:
- based on the handover documents you need to access
- should be available as attributes in your Aconex project
- documents have to be tagged appropriately.
To use the graphical search, click on area in the image, then select the sub-area that opens.
Clicking on the sub-area opens a list of the documents available for that area, which are organized by Discipline. Select a discipline to open a list of documents.
Creating custom filters
You can create customized filters that appear above the list of files in the grid. To do this, right click in the column headings area at the top of the grid to open the Column Chooser menu.
Select Column Chooser to open the Customization menu.
From here you can add the columns you want to use for filtering and searching by double clicking or dragging them into the area above the list. You can add several options to the list, and move them around to re-order them however you require.