System Surveyor definitions and common terms used in the software platform.
Term |
Definition |
Team Library (web) / All Sites (tablet) | A list of all of the Sites from all users on the Team Account. |
Workbench (web)/Favorites (tablet) | A list of Sites that the user has selected to from the Library on the web or declared as “Favorite” on the tablet app in order to view or make changes. |
Site | A location specific folder which contains Surveys and Survey folders related to this location. In many cases, the Site can also represent a Customer. |
Survey | This is the floor plan, drawing or map where Elements may be placed to indicate a proposed or current location of a device. |
Infomask | Encrypt and store sensitive device configuration information to prevent unauthorized access. |
System Type | A general categorization of various Systems that can be represented within System Surveyor. Each System Type will contain multiple Elements: A general categorization of various Systems that can be represented within System Surveyor. Each System Type will contain multiple Elements:
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Elements | Each different Element Category represents a type of device and is placed on the Survey. System Surveyor has over 300 different Elements to select from in each Category. Categories of Elements
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Element Container | These are certain Elements, with borders around the icon, that act as containers. This means you can drop multiple Elements into a single Element Container. Examples – Single Door, Node. The elements that are dropped into a container are called Sub-elements |
Attributes | The data entered for a given element. Examples – Model Number, Device Price, Installation Date, etc. |
Element Profiles | Device templates that are saved to a team. They can be applied to an Element on the edit page and will fill in the given attributes for that element. |
Budget Estimator | Total proposed budget based on proposed devices and elements using your own cost and labor data, with the ability to pull in manufacturer MSRP costs. |
Editor | The Survey Editor can make updates and modifications to individual Surveys. Then release the edit for another team member and alert them using Survey Comments that it’s their time to work on it. |
User Types | Account Admin Have the ability to manage billing and seat quantity – in addition to all capabilities of team admins Team Admin Have the ability to invite and delete users/guest, delete surveys, revoke site and survey privileges, manage element profiles and manage app configuration – in addition to all the capabilities of team members. Team Member Have the ability to invite guests, view and edit surveys, and run reports. These users can NOT see or change data behind the InfoMask within the Configuration attributes. Guest User Can have view only or edit privileges within a site. Guest users are invited to each site. |
Types of Accounts | Starter For small projects or to just try things out Essentials For smaller integrators that want automation & efficiency Scale For mid-size integrators with teams, partners, and subs Enterprise / Corporate For national or global integrators or fast-scaling, larger teams |