Specify data requirements for assets by creating and applying a facility template that defines the classification system and where parameters are applied.
Transcript
00:03
In Autodesk Tandem, specifying data requirements for assets is a straightforward, three-step process.
00:11
First, you select or create your own Classification system.
00:16
Second, you define the Parameters to be captured for a given asset type or group.
00:22
And third, you create and apply a facility template with the defined classification system and applied parameters.
00:30
After logging in to your account, navigate to the Manage page, where you see tabs that correspond with each of these steps:
00:39
Facility Templates, and then Classes and Parameters, both of which feed data into the facility template.
00:46
Select the Classes tab, where you can expand a drop-down of all of the classification systems that are available to this account.
00:53
Classification systems are used to define your asset types and organize them in a hierarchy.
00:59
Systems labeled built-in are preloaded industry standards, and Masterformat is the Tandem default.
01:07
In the table, you can expand each item to see the different levels nested within the system.
01:12
For a project with certain data requirements, you can upload your own system,
01:17
but it is recommended that you begin by selecting one of the systems in the drop-down.
01:22
For example, if you select Simple Categories, and then click Download, this creates an Excel template that you can open and customize.
01:33
In Excel, make the necessary edits, ensuring that you do not change the headers.
01:39
Here, a selection of levels and a description are changed.
01:43
When you are finished, save your changes, and then navigate back to Tandem.
01:49
To upload the custom system, click Add Classification System, enter a Name, and then click to select the Excel file.
02:01
When you click Open, if you see a conflict, you can Delete the file, and make the necessary changes and reupload the file again.
02:10
Click Add to upload the validated file.
02:14
Next, switch to the Parameters tab to define the properties that you want to capture for a given asset type or group.
02:21
Again, you can either start with preloaded standards,
02:25
or, if you have specific data requirements, you can create your own custom Classification System.
02:30
Tandem includes a library of the parameters used most often, and these can be accessed by toggling the library on.
02:38
As you see here, these parameters have a Source of Library.
02:43
If you toggle the Library off, then only the custom parameters in your account appear in the list,
02:48
as indicated by a Source of My Parameter.
02:51
To create a parameter, click Add Parameter.
02:56
In the Add Parameter dialog, enter a Name, such as “Date Installed”.
03:02
Then, select a Category, which can be helpful in projects with hundreds of parameters, for filtering purposes.
03:10
In this case, select General.
03:14
Next, set the Context.
03:17
Element or Type are used most often, and here, you can leave Element selected.
03:23
Optionally, you can add a Description, and finally, set the Data Type, which is a required field.
03:31
Here, select Date / Time, with a Unit of Date, Time.
03:38
Click OK.
03:41
Once the parameters are defined, you are ready to create a facility template.
03:46
You can either follow and use industry standards as a starting point, or you can build your own.
03:51
From the left panel, switch to the Facility Templates tab, and then click Add Facility Template.
03:59
Enter a Name, and in the Classification drop-down, select the Autodesk Learning system created previously.
04:08
Include a Description, if needed, and then click Add.
04:14
Now, you see the classification system on the left and an area for assigned parameters on the right.
04:20
Select a classification, and then click Assign Parameters.
04:27
In the Parameters dialog, select the parameters that you want to apply.
04:32
Note that you can use the drop-down to toggle between Name, Category, and Assigned.
04:39
This is where using categories can be helpful;
04:43
for example, if you are looking to apply an entire category to one classification, then having categories assigned can speed up the process.
04:51
When you are finished applying parameters, click Done.
04:56
Next to the classification system, you see that four of four parameters are applied.
05:02
To apply these same parameters to multiple classifications, click Copy To, select the desired classifications, and then click Done.
05:14
These three classifications now have the same four parameters applied.
05:20
When you are finished assigning parameters, click Update.
05:26
Now, you can apply the facility template.
05:29
From the Facilities page, select the facility, and then click the Assets tab.
05:38
In this case, the wrong template is applied, so click Delete facility template, and then click Yes to confirm.
05:47
Next, click Apply Template, select the template that you want to use, and then click Apply.
05:55
With the facility template applied, you are ready to start selecting and tagging assets.
00:03
In Autodesk Tandem, specifying data requirements for assets is a straightforward, three-step process.
00:11
First, you select or create your own Classification system.
00:16
Second, you define the Parameters to be captured for a given asset type or group.
00:22
And third, you create and apply a facility template with the defined classification system and applied parameters.
00:30
After logging in to your account, navigate to the Manage page, where you see tabs that correspond with each of these steps:
00:39
Facility Templates, and then Classes and Parameters, both of which feed data into the facility template.
00:46
Select the Classes tab, where you can expand a drop-down of all of the classification systems that are available to this account.
00:53
Classification systems are used to define your asset types and organize them in a hierarchy.
00:59
Systems labeled built-in are preloaded industry standards, and Masterformat is the Tandem default.
01:07
In the table, you can expand each item to see the different levels nested within the system.
01:12
For a project with certain data requirements, you can upload your own system,
01:17
but it is recommended that you begin by selecting one of the systems in the drop-down.
01:22
For example, if you select Simple Categories, and then click Download, this creates an Excel template that you can open and customize.
01:33
In Excel, make the necessary edits, ensuring that you do not change the headers.
01:39
Here, a selection of levels and a description are changed.
01:43
When you are finished, save your changes, and then navigate back to Tandem.
01:49
To upload the custom system, click Add Classification System, enter a Name, and then click to select the Excel file.
02:01
When you click Open, if you see a conflict, you can Delete the file, and make the necessary changes and reupload the file again.
02:10
Click Add to upload the validated file.
02:14
Next, switch to the Parameters tab to define the properties that you want to capture for a given asset type or group.
02:21
Again, you can either start with preloaded standards,
02:25
or, if you have specific data requirements, you can create your own custom Classification System.
02:30
Tandem includes a library of the parameters used most often, and these can be accessed by toggling the library on.
02:38
As you see here, these parameters have a Source of Library.
02:43
If you toggle the Library off, then only the custom parameters in your account appear in the list,
02:48
as indicated by a Source of My Parameter.
02:51
To create a parameter, click Add Parameter.
02:56
In the Add Parameter dialog, enter a Name, such as “Date Installed”.
03:02
Then, select a Category, which can be helpful in projects with hundreds of parameters, for filtering purposes.
03:10
In this case, select General.
03:14
Next, set the Context.
03:17
Element or Type are used most often, and here, you can leave Element selected.
03:23
Optionally, you can add a Description, and finally, set the Data Type, which is a required field.
03:31
Here, select Date / Time, with a Unit of Date, Time.
03:38
Click OK.
03:41
Once the parameters are defined, you are ready to create a facility template.
03:46
You can either follow and use industry standards as a starting point, or you can build your own.
03:51
From the left panel, switch to the Facility Templates tab, and then click Add Facility Template.
03:59
Enter a Name, and in the Classification drop-down, select the Autodesk Learning system created previously.
04:08
Include a Description, if needed, and then click Add.
04:14
Now, you see the classification system on the left and an area for assigned parameters on the right.
04:20
Select a classification, and then click Assign Parameters.
04:27
In the Parameters dialog, select the parameters that you want to apply.
04:32
Note that you can use the drop-down to toggle between Name, Category, and Assigned.
04:39
This is where using categories can be helpful;
04:43
for example, if you are looking to apply an entire category to one classification, then having categories assigned can speed up the process.
04:51
When you are finished applying parameters, click Done.
04:56
Next to the classification system, you see that four of four parameters are applied.
05:02
To apply these same parameters to multiple classifications, click Copy To, select the desired classifications, and then click Done.
05:14
These three classifications now have the same four parameters applied.
05:20
When you are finished assigning parameters, click Update.
05:26
Now, you can apply the facility template.
05:29
From the Facilities page, select the facility, and then click the Assets tab.
05:38
In this case, the wrong template is applied, so click Delete facility template, and then click Yes to confirm.
05:47
Next, click Apply Template, select the template that you want to use, and then click Apply.
05:55
With the facility template applied, you are ready to start selecting and tagging assets.
