Table of Contents
Navigation
Revisions Management
Creating Requests
Additional Information
Launching Macro
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The macro is a tool within Tekla Structures that facilitates the management of multiple request types. The macro streamlines the process of handling requests, making it more efficient and organized.
Users must open the Macro to begin process, to do so;
- Launch Tekla and open desired project
- Navigate to the 'Applications and Components' side pane
- Search for 'DSDN RFI Launcher' in the search bar
- Double click on the 'DSDN RFI Launcher' application to open the Macro
- To gain access to the macro you must login with valid credentials
Logging Into Tray App
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Authorized Desimone Structural Detailing Staff must sign in with their username credentials to access the Tray App. Clients will sign in with the credentials provided by their Desimone contact. If you are a client and do not have credentials, please reach out to your Desimone contact to obtain them.
Core Pages
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The Macro is Consisted of Multiple Core Pages, each serving a specific function within the application.
Clients will be able to view, create, and respond to requests. The core pages include the Request Manager, Revision Manager, and Member Selection Page.
Each page is designed to facilitate specific tasks related to request management, revision tracking, and member selection, ensuring a streamlined workflow for users.
Core Pages Overview:
- View Requests
- Create New Request
- About Page
- View Revisions
- Creating Revision
- Revision Details
- View Responses
- Creating Responses
Navigating the Tray App
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The tray app is a tool launched by the Macro that runs in the background and grants users access to the macro's features.
before the macro runs it will prompt the user to login to the tray app. Logging in requires valid credentials. If you are a client and do not have credentials,
please reach out to your Desimone contact to obtain them. Login credentials are based on usernames, and each user will have a unique username assigned to them.
Once logged in, there will be a notfication on the bottom right showing you have logged in successfully.
The tray app is not logged in and now is in the tray, to open the tray app, click on the upward facing arrow
on the bottom right of your screen and right click on the "DSDN Tray App" icon to open the application.
Once right clicked, the tray app displays who is signed in and gives options to the user to Signout, Exit and Open the Tray app,
Inquiring Login Credentials
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Credentials will be provided to authorized Desimone Structural Detailing clients and staff members. If you are a client and do not have credentials, please reach out to your Desimone contact to obtain them. Login credentials are based on usernames, and each user will have a unique username assigned to them.
Requirements
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In Order to access the macro, the user must be signed in with authorized crendentails. The macro will refuse access to users without authorized credentials. If you are a client and do not have credentials, please reach out to your Desimone contact to obtain them. Login credentials are based on usernames, and each user will have a unique username assigned to them.
Selecting Requests
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In the View Request page, users can select on a specific request. Once a request is selected,
users can view the members associated with the request in the Tekla model to better understand the context of the request.
Selecting request:
Model view after selecting request:
Adding Members to a Request
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In the View Request page, users can select on a specific request. Once a request is selected,
users can view the members associated with the request in the Tekla model to better understand the context of the request.
Selecting request:
Model view after selecting request:
Selecting add members button:
Pop up page to add members to request:
Now back in the Tekla modelm select member(s) to add to request:
Pressing 'Get Selected Parts' button will add the selected members to the table.
From there the user can add members to request by pressing the 'Add to Request' button or cancel the action by pressing the 'Cancel' button:
After pressing 'Add to Request' button a pop-up will appear validating the action,
the selected members will be added to the request and visible in the model:
View Revisions Functionality
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The View Revisions button allows user to create, view and respond to revsions made to a request.
we will go in depth into the view revisions functionality in the 'Revisions Management' section of the manual,
but to access the revision manager, users must select a request and press the 'View Revisions' button.
Sync Request Functionality
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The Sync Request button allows user to synchronize requests with the server.
This updated UDAs and all information related to the request with the latest updates.
To use the sync button simply select a request and press the 'Sync Request' button.
It is recommended to press the sync button before pressing the 'View Revisions' button to ensure you have the latest updates on the request.
Message displayed after pressing sync request button:
View Files Functionality
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The View Files button allows user to select multiple files associated to the specific request.
Once the files are selected the user has the option to either download or open the files on the web.
To use the View Files button, simply select a request and press the 'View Files' button.
A pop-up will appear with all the files associated with the request.
View Revisions
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The view revisions button allows users to view all revisions and responsesassociated with a request.
To access the revision manager, users must select a request and press the 'View Revisions' button.
Once the revision manager is open, users can view all the revisions associated with the request.
Users also have the option to refresh, open, and create revisions from this page.
Double click or select and press open to view the details of a revision.
Once the revision has been opened, users can view the revision in totality, aswell as responses associated with the revision by switching between the two tabs.
Response page:
Creating Revision
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Users are able to create revisions to a request by pressing the 'Create Revision' button in the revisions page.
Once the button is pressed, a pop-up will appear prompting the user to enter the revision details such as revision title, and description.
After filling out the details, press the 'Submit' button to create the revision.
The newly created revision will now be visible in the revisions page and can be opened to view the details and respond to the revision.
Create Revision Button:
Submit Revision Button:
Revision Created Successfully:
Revision now visible in revision page:
View Responses
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To view a response, open the revision manager select the revision you want and press the open button.
once in the revision details page, switch to the responses tab to view all responses associated with the revision.
Here you will be able to view all responses to the revision
Opening revision Page:
Open revision details:
Switching to response tab:
Displaying all responses:
Create Responses
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To create a response, open the revision manager, select the revision you want, and press the open button.
Once in the revision details page, switch to the responses tab to create a new response associated with the revision.
Here you will be able to create and view responses to the revision.
Opening revision Page:
Open revision details:
Switching to response tab:
Selecting Respond button:
Creating response page:
Response created and displayed in responses tab:
Member Selection
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When creating a request, users must select members from the Tekla model to associate with the request.
The member selection process is crucial as it defines the context of the request and ensures that all relevant parties are informed.
In order to select members, users must first navigate to the Create New Request tab.
Once in the Create New Request tab, Users can see request types, descriptions and selected parts.
To select members to associate with the request, simply select parts in the Tekla model
Once the desired members have been selected. Press the 'Get Selected Parts' button.
This will populate the selected parts table and display the ID, type, and GUID of the parts you have chosen.
Request Types
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When creating requests certain users have access to different request types. Request types are categorized based on the nature of the request and the specific requirements of the project. The available request types include:
- Request for Information (RFI)
- Connection Design Query (CDQ)
- Client Request for Information (CRFI)
- Internal Query (IQ)
Each request type serves a specific purpose and is designed to address different aspects of the project.
When creating a request, users must select the appropriate request type that best fits the context of their request to ensure it is properly
categorized and addressed.
Request types are available to certain users based on their role and permissions within the project.
Creating a Request
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Creating a request involves several steps to ensure that all necessary information is included and that the request is properly categorized.
First, users must navigate to the Create New Request tab. Once there, users will need select a request type from the available options.
Then enter a description for the request to provide context and details about the request.
After that, users must select members from the Tekla model to associate with the request.
Once all the necessary information has been filled out and members have been selected, users can create the request by pressing the 'Create New Request' button.
Viewing a Request
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Once the user has created a request, the newly created request will be visible
in the View Request tab. To view the request, simply navigate to the View Request tab and select the request you want to view.
Reporting Bugs
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At DeSimone we strive to provide the best experience for our clients,
if you encounter any bugs or issues while using our products please report them to us so we can work on solving these issues.
To report a bug, please reach out to your Desimone contact with a detailed description of the issue you encountered,
steps to reproduce the issue, and any relevant screenshots or files that can help us understand and resolve the problem
We thank you for your cooperation and for helping us improve our products.
Your feedback is invaluable in helping us provide the best possible experience for our clients.
Troubleshooting
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If you encounter any issues while using the macro, here are some troubleshooting steps you can take to resolve common problems:
- 1. Ensure you are logged into the tray app with valid credentials. The macro will not function properly if you are not logged in.
- 2. Make sure you have the latest version of the macro installed. Check for updates and install any available updates.
- 3. Restart the Macro if it is not responding or behaving unexpectedly.
- 4. Restart Tekla Structures and the tray app to refresh the connection and clear any temporary issues.
- 5. Check your internet connection to ensure it is stable and has sufficient bandwidth for the macro to communicate with the server.
- 6. If you encounter specific error messages, take note of the error message and any relevant details that can help in diagnosing the issue.
we appreciate your patience and cooperation in troubleshooting any issues you may encounter, and we are committed to providing you with the best possible experience with our products.
Contact Us
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If you need to contact us for any reason, please reach out to your Desimone contact.
They will be able to assist you with any questions, concerns, or issues you may have regarding the macro or any of our products.
We are here to help and support you, and we value your feedback and communication.
Please do not hesitate to reach out to us whenever you need assistance or have any inquiries.
