After signing-in into the application, the user lands on the Campuses screen. The campuses on the Campuses screen are the projects or collections which are created in the account. Each campus contains separate modules.


Screenshot below displays the Campuses screen:

The above screen lists all the campuses in the application (in list view) created in this account.


As soon as user selects a campus or multiple campuses by clicking the adjacent checkbox(s), the delete button becomes enabled (which appeared greyed-out or disabled when no campus was selected).

Screenshot below displays the 'Delete' button [highlighted with red rectangle]:

  • Click the  [Delete] button to delete the selected campuses from the application.
     
  •  Click the [Favorite] button to mark a campus as favorite. And then use the  [Sort] button to view the favorite campuses at the top or bottom.
  • Click the  [Activity] button to generate an activity report.

  • Click the [File activity] button to generate a report which displays activities performed with a file

Here user can select all campuses or a specific campus, select start & end date (the data will appear within that date) and sort the generated data in the report by File, Folder, User, Date or Action and view that data in ascending or descending order as per the sorting order. User will click the [View] button to view the generated report or click the [Export] button to download the activity report in the local computer in an excel format.

Screenshot below displays a generated File activity report:

  • Click the [User activity] button to generate a report which displays activities performed by a specific user or all users of a campus.

Here user can select all campuses or a specific campus, select start & end date (the data will appear within that date), select any activity type (all, only campuses activity, file activity or user activity), select all users or specific user (or select all teams within campus or specific team) and sort the generated data in the report by User, Date or Action and view that data in ascending or descending order as per the sorting order. User will click the [View] button to view the generated report or click the [Export] button to download the activity report in the local computer in an excel format. 

Screenshot below displays a generated User activity report:

Users can perform the following operations from this screen:


1. Search Campus Information

On the 'Search' textbox present on the top right side of the screen, user can enter the keyword which matches with the campus name to search for campuses in the Campuses list screen.

For example, user enters the keyword 'Chicago' and presses the 'Search' button, then all campuses which have names consisting of the keyword 'Chicago' will appear on the search result.


2. Add/Edit Campus

Users can add a new campus or can edit information of an existing campus in the application.   

  • Click on Icon Description automatically generated [Add Campus] button (present on the lower right corner of the screen) to add a new campus in the application.

Screenshot below displays the 'Add campus' pop-up screen:

Users are able to perform the following from the Create Campus screen:

  • Enter the name of the campus (mandatory)
  • Enter the number of the campus (optional)
  • Enter the description of the campus (optional)
  • Enter the campus address (optional)
  • Enter the city and zip code of the campus (optional)
  • Select the country and state (optional)
  • Select the checkbox Add to Favorite Campus to mark the campus as favorite
  • Click the [Save] button to create the new campus

Also, user will be able to configure Account teams from this screen (if any account team exists).


  • To edit a campus information, click on[Settings] button to open the Edit campus pop-up screen.


A pop-up screen called Edit campus screen will appear.


Screenshot below displays the ‘Edit Campus’ pop-up screen:

Users are able to perform the following from the Edit Campus screen:

  • Edit the name of the campus (mandatory)
  • Edit the number of the campus (optional)
  • Edit the description of the campus (optional)
  • Edit the campus address (optional)
  • Edit the city and zip code of the campus (optional)
  • Select a different country and state (optional)
  • Select the checkbox Add to Favorite Campus to mark the campus as favorite
  • Click the [Save] button to save the changes made in the campus information (in case of editing a campus).


The new campus is displayed under the campus list on the My Campuses screen.

Note: The help article Campus - Configure provides details of the Settings & Campus owner tab of the Edit campus screen. 

3. Sync a Campus Information

Any updates made in the campus information from the cloud account is synced to the device account of the same user and vice-versa. User can forcefully do this by clicking the  [Reset] button.


4. Viewing users of the campus

You can click the[Users] button for campus to view the users who have access to that campus. Clicking this button will take the user straight to the Campus teams screen where user will be able to view the teams and the users of thse teams who have access to the campus.

Note: The help articles of Campus teams provide details of the management of teams & users of a campus


5. Access the ‘Home’ Screen of a Campus

Users can access a campus to view the different modules (for example; buildings, O&M documentation, forms etc.).


Navigating to campus ‘Home’ screen:


Click on the campus name on the grid view of the Campuses screen to navigate to the Home screen of that campus. The entry point (which user will click) [highlighted with red rectangle] on the Campuses screen to navigate to the Home screen is shown below:



Screenshot below displays the ‘Home’ screen of a particular campus: