Placing devices into floor plans

The goal of floor plan placement is to put each of the equipment in its intended location in the building for quick and easy viewing.
Follow the below steps for further instructions.

1. Navigate to a building of your choice through the Sites feature in the left navigation bar.

2. Click on Areas and the list of floors of that building will show up.

3. Click on the floor which you wish to place devices on the floor plan for.

4. Select the three dots on the dashboard and click Edit.

1. Additional layers can be selected by using the layers icon in the upper left. When a layer is selected it auto generates a tab that can be used to filter to devices of that type.

2. Tip: Starting with the device tab will allow you to utilize autosuggest later.

5. Starting with the device tab, drag equipment from the list on the left onto the floor plan.

1. You can zoom in to get more precise.

2. You can modify the placement of the device by dragging on the triangle.

3. Device layer is intended to show where the device is physically installed and located, whereas the temperature layer is intended to reflect the location of the temperature sensor within the unit.

6. Click on the thermometer (temperature) icon to switch over to the temperature tab (or any other layer).

7. Click on the Auto Suggest button in the upper right to map the equipment you just placed.

8. You have now placed your devices on the floor plan of the area of your choice.

Customizing Markers and Icons

The Graphic Tool feature provides different tools which allow you to optimize and make floor plans more intensive from where you can view and spot devices’ performance with a single sight. This will give you an overall visual perspective of what is happening on the floor.

You can add texts into systems and floor plans with different fonts, draw custom shapes using the pen tool, add images and different colors to create gorgeous graphics that you can customize with powerful features.

​

Add and Edit Markers

The Graphic Tool feature allows you to tweak the colors of the markers in systems and floor plans and style them visually.

• Tweak the sizes and align marker titles.

• Change the background color of the marker and edit font colors for devices and points text. 

• Make your own marker style and save to use it again.

To be able to style the Floor Plan markers to your liking, navigate to Floor Plan > click on the three dots at the top right hand corner of the floor plan widget > select the layer of your choice e.g. Temperature, Lighting, Fire…

Edit a Marker

Clicking on each marker, it will open up a sidebar “Customize Marker” page, from where you can:

1. Adjust the marker style by sliding into the “Marker scale” slider bar

2. Rename Title Label/Device Name and Point Name. 

3. Change the Border, Background and Text color.

4. Align title label (left, right, top, button).

5. Represent a point with an icon

1. Enable Marker Icons by switching on the slider button

2. Choose an Icon Group from our default Graphics or from the Custom Graphics created. See here how to create custom icons with custom value ranges.

6. You can choose to show only the icons by clicking on the “Show as icon only” checkbox.

Note: Clicking that checkbox will show only the icon, it will not show the point value. You can always go back and change it.

7. You can save your marker style for later use or set it as the default marker style which will apply to all new added markers.

8. To see the saved styles click on icon next to the “Customize Marker” title, you can use them for other markers and choose one to be a default marker style.

Add Custom Icons

To add custom icons and ranges to represent each device type and value into a system or floor plan follow the below steps:

1. Navigate to the Settings module while on portfolio level.

2. From the left side menu of the Settings page select Marker Icons

3. At the top right of the page you will see 3 tabs: KODE Library, Custom Library and All Icons

KODE Library

At KODE Library you will find the list of the default icons and their values for each Category (e.g. Temperature, Fire, Parking, Battery Status).

Clicking on the Duplicate iconof each group you can duplicate the category and customize it to your liking.

Once clicking on Duplicate you will be directed to the "Duplicate Group" page from where you can:

• Give a name to the group

• Choose a Category

• Choose the Value (Number or String)

• Add new values

• Use the default icons or add new ones

Once you customize the group to your linking, click on Confirm and the group will be added to the Custom Library tab.

Custom Library 

In the Custom Library you can Edit, Duplicate and Delete your custom groups or add a New group from scratch.

To add a new group click on the plus icon at the bottom right of the page.

• On the “Create a Group of Graphics” page, add the group name (e.g Zone Temp), choose the category (e.g. Temperature), value (e.g. Number), unit (e.g Celsius).

• Clicking on the “+Add new value” button, you will add a new value between the other values.

• Clicking on the “+Add down icon” button, you will add an icon which represents down devices into floor plans or systems.

Manage Categories

To add a new Category, click on the “Manage Categories” button at the top right of the Custom Library page.

• In the pop up page that opens up click “+Add new Categories”

• Write down the Category Name 

• Click on the + Icon well next to the category name

• Click on Confirm

All Icons

At the “All Icons” page you will see all Kode Library icons which are the default icons and all your custom icons from the Custom Library section.

To add a new icon which you can use to represent a point value on the floor plan or system graphic, click on the + icon at the bottom right of the page.

• At the “Add New icon” popup page give the icon a name

• Click on the Imageicon to add a new icon from your computer.

Once you insert the icon, click on Confirm to be able to use and choose it while adding new groups of graphics to represent a point value.

Floor Plan Graphic Customization

You can add texts into floor plans with different fonts, draw custom shapes using the pen tool, add images and different colors to create gorgeous graphics that you can customize with powerful features.

You can enhance the design of a layout in a number of ways, including:

• adding text, consistent styles, colors or effects

• using the drawing tools to add lines, rectangles, or other shapes

• adding an image

• insert link to a shape, text or image

To add and customize different shapes, images and texts click on the Toolbar icon at the top center of the floor plan or system graphic.

Adding Text

You can add text into systems and floor plans to make it easier to use and understand.

 

Note: To add or change text you must switch to Edit mode. Click on the three dots at the top right hand corner of the floor plan widget > from the drop down menu select Edit. For more information check out Floor Plan Insights.

To type text on a layout, click on the toolbar icon to open up the tool menu:

1. Click on the Text tool iconor double click on the surface to activate the Text tool.

2. With the crosshair pointer:

1. Click where you want to add text

2. You will see a blinking insertion point

3. Type the text

3. To change the text angle:

1. Select the text to rotate

2. Click the circle at the top of the selected text and keep the left-hand button of the mouse pressed 

3. Rotate until the text is the angle you want

4. To set text formatting options such as font, style, size, text color, and alignment, use the sidebar popup page that opens up once you add the text.

Drawing arrow-line, lines and other shapes

To create a rectangle, circle, or diamond shape:

1. Click the rectangle tool, diamond toolor circle tool

2. Position the crosshair pointer on the layout where you want the object to begin.

3. Drag the crosshair pointer until the object is the size that you want.

1. After you add a shape or prior to adding it, you can customize it in a number of ways by using the tool sidebar popup page. You can change the look of the shape by changing its fill or by adding effects to it, such as soft edges, adjust stroke color, width, style, and sloppiness.

2. You can also add text inside a shape by selecting the shape and pressing Enter or double clicking the interior of the shape.

3. You can fill the shape with a color - solid color or hachure and cross-hatch.

4. To change the object angle:

1. Select the object you want to rotate

2. Click the circle at the top of the selected object and keep the left-hand button of the mouse pressed 

3. Rotate until the text is the angle you want
   
   

To create an arrow-line or line:

1. Click the Arrow toolor Line tool

2. Position the crosshair pointer on the layout where you want the line to begin.

3. Drag the crosshair pointer until the line is the size that you want.

4. To create an object that is constrained to a certain angle or shape, do one of the following:

1. Click on the surface where you want the line to begin 

2. Drag for a single/straight line

3. Click to start multiple points and do curved sharp or angled lines

5. You can always customize the lines by using the sidebar tool popup page.

Editing Objects - Selection Tool

To edit one or several shapes, lines or texts, change its positions, arrange, resize them, and make other changes to their appearance you can use the Selection tool.

Selecting objects:

1. Clicking in the Selection tool, the pointer becomes an arrow pointer from where you can.

1. Select one object

1. With the arrow pointer, click the object.

2. Select several objects at once

1. Drag the arrow pointer to make a selection box that includes the objects. The selection box has to completely surround the objects. To avoid including partially selected objects and prevent dragging, press Ctrl as you drag.

2. You can change the fill color, position, size, angel, stroke color of multiple objects once selected using the tool sidebar popup page.

3. To change the object angle:

1. Select the object you want to rotate

2. Click the circle at the top of the selected object and keep the left-hand button of the mouse pressed 

3. Rotate until the text is the angle you want

Add Images

To insert an image to the floor plan or system:

1. From the toolbar click on the Image icon

2. Choose an image from your computer

3. Position the crosshair pointer on the surface where you want to place the image.

4. Resize by dragging the image edges until the image is the size that you want.

5. To change the image angle:

1. Select the image you want to rotate

2. Click the circle at the top of the selected object and keep the left-hand button of the mouse pressed 

3. Rotate until the image is the angle you want
   
   

Customize Drawings

1. To begin drawing simply click on the Pencil Icon and you're ready to start drawing.

2. Move around and draw to your liking while keeping pressed the left-hand button of the mouse.

3. You can always customize the color of your drawings by using the sidebar tool popup page.

4. To change the object angle:

1. Select the object you want to rotate

2. Click the circle at the top of the selected object and keep the left-hand button of the mouse pressed 

3. Rotate until the text is the angle you want

Add Pre-Defined Drawings

1. To add predefined drawings click on the Toolbar icon at the top center of the floor plan or system graphic.

2. Click anywhere on the floor plan surface and then from the keyboard press number 0 at the top of the keyboard.

1. Click on the folder icon to add items from your PC.

2. Click on Browse libraries and select a group of icons you want to add to the floor plan. 

3. Click on the "Add to Excalidraw" button.

3. A new tab will open up which will direct you to the floor plan edit mode, from here click on the Toolbar icon at the top center of the floor plan or system graphic. Click anywhere on the floor plan surface and then from the keyboard press number 0 at the top of the keyboard.

4. The selected group of icon will show up which you can use and add to the floor plan.

Shortcuts to help you in moving through your work quickly and easily

1. Ctrl+Z: Undo

2. Ctrl + A: Select All

3. Ctrl + C: Copy

4. Ctrl + V: Paste

5. Ctrl + X: Cut

6. Delete: Delete

Advanced Shortcuts:

1. Shift+Alt+C: Copy to clipboard as PNG

2. Ctrl+Alt+C: Copy Styles

3. Ctrl+Alt+V: Paste Styles

4. Ctrl+[: Send Backward

5. Ctrl+]: Bring Forward

6. Ctrl+Shift+[: Send to back

7. Ctrl+Shift+]: Bring to front

8. Shift+H: Flip Horizontal

9. Shift+V: Flip Vertical

10. Ctrl+K: Create Link

11. Ctrl+D: Duplicate

Check the below video to see a simple walk-though floor plan graphic customization.

System Configuration

KODE OS allows you to review, monitor and see all details of major systems.

1. Select the building of your choice by clicking “Sites” on the left Main Navigation bar.

2. From the left main menu select “Systems”.

3. A page with the list of all Systems will show up.

4. Search and Select a System.

Upload System Graphic

Upon selecting the System you will be directed to the System Details View.

• To Upload System Graphic click on (Pencil) icon.

• Once clicking it you will be directed to the system Edit mode from where you can upload new or change the existing system graphic.

• Add or Change the graph by clicking on Add/Change Background button.

• Select an SVG or PNG to upload from your computer.

Add Devices to the System 

• To Add Devices into the System click on(Pencil) icon from the system right sidebar.

• Once clicking it you will be directed to the System Devices from where you can modify and add more devices.

In order to be able to add devices and points into the system, a system graphic should be uploaded (png or svg format)

• On the left side of your screen you will see the list of all Devices.

• Filter the devices Type and Area by clicking on the Filtericon.

• Clicking on the arrow next to each device name it will open up a drop down menu where all points of the selected device are located.

• To make a Device and its Points visible on the Circuit View simply Drag and Drop a device or point from the device list into System Graphic. 

• To rearrange device markers on Circuit View:

• Drag and Drop Device markers by the arrow.

• Zoom in and out to be more precise.

• Click on the Save icon at the top right of your screen and your changes will be saved.

Delete Systems

• To Delete a System:

• Click on the Delete icon which will appear once clicking on the Edit icon.