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:
- Import the excel spreadsheet
- Under Element Attributes: Save current as Element Profile
TIP: The contents of attributes identified with a 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
- 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
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.