How to Use Annotations in SiteView

TABLE OF CONTENTS

• Introduction
• Configure Annotation Form Templates
• Annotations Menu Button
• Add New Annotation
• Re-position Annotation
• Default Annotation Options
• Annotations List
  • Search and Filter
  • Annotation Groups List
  • Annotation Menu Options
• Notes

Introduction

In SiteView, Annotations give you the ability to add and share detailed information about a specific location inside a pano. We provide the following options:

• OmniNotes
• ACC/BIM360 integration
• Procore integration
• Plangrid integration

Configure Annotation Form Templates

Annotation Form Templates can be customized per project by your CSM during project onboarding.

A Project Admin can later add or remove Form Templates via Account Settings -> Form Templates.

Annotations Menu Button

Annotations are available by clicking on this icon on the left side menu:

When you click on the icon, the annotation sidebar slides out.

If no Annotation Groups are added to a project, the Annotations option will not appear in the SiteView.

Add New Annotation

To add a new annotation:

A. Click on the Add Annotation icon  .

B. Once the creation screen opens, there are a lot of options available to you.

We will use a Notes Form Template as an example. Different Form Templates contain various options & fields.

       1. Cancel Creation - Click to return to the Annotations list view.

       2. Save - Click to save the Annotation.

       3. Re-Position Annotation - Click to move the location of the Annotation Badge in the image.

       4. Three-Dot Menu - Click to duplicate or delete an Annotation.

       5. Annotation Badge - This badge and stick represents the location of the Annotation in the image.

       6. Form Template - Two letters or a symbol that stand for the Form Template being used.

       7. Annotation Name - Enter a meaningful name for the Annotation here.

       8. Entry Fields (variable) - These fields will vary from form to form.

       9. Add Link - Add URL links to the Annotation.

       10. Markup - Take a screenshot or attach an image from the clipboard, then add markup to it.

       11. Take a Photo or Video with your Device - Use a Windows Surface tablet to record & attach a photo or video.

       12. Upload Files - Upload files to attach to the Annotation.

C. Once you have filled in everything, click on Save.

D. More options will appear in the annotation screen and the three-dot menu will have different options.

       1. Edit - Make changes to the Annotation.

       2. Resolve - Mark it as done. Note that if clicked on accident, you can Reopen it. Both will trigger an email notification for the creator.

       3. Three-Dot Menu - adds the following:

• Copy Annotation URL to the clipboard.
• Duplicate the annotation.
• Move to a different Capture.
• Timeline Report will export as HTML file format. (Explanation of Timeline Reports.)
• Export As BCF will export as BCF file format. (A BIM Viewer must be active to see the BCF option.)
• Delete the Annotation.

       4. Attachments - A list of markups or files attached to the Annotation.

       5. Comments - Add comments to an Annotation.

       6. Annotation Marker - The Annotation will now appear in the Plan Viewer.

Important individual options are explained further below.

Re-position Annotation

To re-position an annotation in the pano:

1. Click on the Edit  button.
2. Click on Re-position Annotation  button.
3. Available mouse cursor movements:
   • Move the Annotation Badge around in the current view.
   • Left/ right click + hold to move the pano around the Annotation Badge.
   • After finding the new location in the pano, left click to re-position it there.
4. After re-positioning it, select a distance for the Annotation Badge from your current position, and left click.
5. Click Save to make the change.

Default Annotation Options

Link

Enter a valid URL link to add to an Annotation.

Attachments

You can attach three types of files to an annotation:

• Markup - Either take a screenshot of a Capture Viewer or copy an image from the computer's clipboard.
• Take a Photo or Video with your Device - Use a Windows Surface tablet to record & attach a photo or video.
• Upload Files - Add files to your annotation. (Note that the limit per file is 3GB.)

Comments

Add comments and/or links to an Annotation to provide more context or ask other team members to assist, etc.

Note that all comments will be emailed to members of the project with Project Admin permissions.

Annotations List

Search and Filter

Search Annotations

If you have a lot of annotations, use the search bar to find a specific one quickly. 

(Note that it only searches within title or form template fields.)

Filter Annotation Visibility in Plan Viewer

To limit the number of annotations shown in the Plan Viewer, filter by:

• Status:
  • All
  • Open
  • Resolved
• Captures:
  • All Captures
  • Current Capture

Annotation Groups List

All Annotation Groups that have been published in the Project Center will appear here.

(Note: if you do not see a group you want to view, contact your Admin.)

Show or Hide Annotation Groups

If you click on the Hide  icon, all annotations in that group will disappear from the Capture and Plan Viewers.

If you click on the Show  icon, they will re-appear.

Timeline Report

Read the article for details on use.

Annotation Menu Options

To access more options for individual annotations:

1. Click on the three dots next to the name of the annotation.
2. Choose one of the following actions:
   • Open
   • Resolve
   • Rename
   • Duplicate
   • Copy Annotation URL
   • Move to
   • Timeline Report
   • Export As BCF (BIM required)
   • Delete

Notes

• Only annotations within 20 feet of the current image will be displayed in the Capture Viewer.
• Annotation email notifications are sent to the creator and all Project Admins on the project.