Create Element Profiles

Easily create or import Element Profiles to associate with a particular device.

An element profile is a list of products that maybe associated with a particular element or device shown in System Surveyor.  Element profiles were created to help expedite the survey process and easily choose products frequently used for a Bill of Materials.

NOTE: Only Account and Team Admins can create and save Element Profiles.


2 ways to create Element Profiles
:

  1. Import the excel spreadsheet
  2. Under Element Attributes: Save current as Element Profile

TIP: The contents of attributes identified with a star  and accessories will be saved to this profile.

Save current as Element Profile:

  • Within a Survey - open Element attibutes
  • Fill in Element details within the different tabs
  • Click the down arrow next to Element Profile
  • Click Save Current as Element Profile
    Save-1
  • Pop up with (2) choices:
    • Save as New Element Profile
    • Overwrite Existing Element Profile
  • Make Selection and use a detailed name for the Element Profile
  • Click save
    Svae Choice

Watch video for more detailed instructions:


System Surveyor is an open platform. Any manufacturer can make their product catalog available to thousands of users for easy drag-and-drop design. 

If you would like to see a list of vendor catalogs to easily import into your System Surveyor account please visit our Partners Page here.

Tip: To learn more about our Manufacturer Partners and what's available read more here.