Environmental Graphics, Signage and Wayfinding

Wayfindit Tutorials

These are step by step guides for how to use Wayfindit. The tutorials are arranged as if a new project is being started. Use the buttons below to jump to a specific section. If you are new to Wayfindit please start with "Getting Started".

 

Getting Started

There are a few good things to know before starting in Wayfindit that will make it much easier to use. 

 
 

Logging Into Wayfindit

Wayfindit is a browser based app for both desktop and mobile devices. It will work with Chrome, Safari and Firefox on Mac, PC, phones and tablets. There are however separate links for desktop and mobile devices: 

Desktop: app.wayfindit.com

Mobile: app.wayfindit.com/mobile

iOS Users: Please do not use the "Add to Home Screen" feature on you phone as it interferes with Wayfindit's functionality. 


Nomenclature 

To keep it organized we use a nomenclature to describe different aspects of the app. The example we will use is if you are surveying a University Campus:

Dashboard - Screen where all your projects are listed. The name of the University could be used as your project name.

Group - A group is a subset of your project. For our example we would use the different buildings on campus as our groups.

Plan - A plan is an image representing the space you are surveying and is a subset of a group. For our example, the floor plans for all the different floors for each building would be plans.

Asset Library -  The asset library is collection of the common assets you survey. They are given specific characteristics like a specific colors when they show up on the map or have specific user defined fields for specific information. They can be reused from other projects and thus the same asset type only needs to be created once by a company.

Plot Point - Plot points are the locations of the different assets you are surveying. In our example we would have a plot point.

 


Locking Your Mobile Devices Orientation 

When surveying often pictures are taken in portrait and landscape modes. It is recommended to lock your mobile device in portrait mode to avoid the app constantly swapping between orientations. Note: this does not limit the orentation that your picures can be taken, just the orentation the app is dipalyed.

 

 

Add A New Project

Step-by-step guide for starting a new project.

 

Step 1

Click on Wayfindit logo to list all your current projects and click “Add Project”.


Step 2

Fill out the project details including:

  • Project Name

  • Project Number (optional)

  • Project Labels - Pick the type of label for your project or add custom names

  • Access - decide to give access to the rest of the company or not

Click "Add Project"


Step 3

Your project is now created. The next step is to add your groups and plans. These make up the structure of your projects. For more information on groups and plans and instructions on adding them to a project click below.


 

Adding Groups and Plans

Groups are collections of plans. They are a way to organize your projects with a basic structure. For example, if you were documenting a University campus, the campus itself would be the project, the individual buildings on campus would be groups and the floors within each building would be plans. Wayfindit allows you to label your project structure with preset common naming conventions or to use a custom solution of your choice.

 
 

Step 1

Select your project from the dashboard.


Step 2

Click “Edit Project Structure” link in the left menu.


Step 3

Click “Add New Plan Group”.


Step 4

Name Your Plan Group and click “Save”.


Step 5

After you have clicked “Edit Project Structure” in the left menu (See Step two), click the “+” at the top of your group to add a plan.


Step 6

Name Your Plan and click “Save”.


Step 7

Your plan has now been saved. The next step is to add your background image. A background image will most likely be a floor plan but could also be something like a satellite photo or any other image that you are documenting on.  For more information on adding a background image to a project, see the "Adding Background Image" tutorial.

 

Size a Floor Plan

Floor plans can be added to Wayfindit as a PDF, JPG or PNG. There are file size restrictions to help the app run faster especially when on mobile devices. PDF's must be under 2 MB and JPG and PNG must be under 3 MB. We recommend converting floor plans into PNG's and keeping the same scale for all plans to make swapping plans easier if required. Here is how to best size your floor plans for Wayfindit. 

 
 

Step 1 

Open your editing software, we recommend Adobe Illustrator, and import your PDF floor plans one at a time. As floor plan image sizes can be a maximum of 3000 px, create art boards for each floor at 3000 x 3000 px. 


Step 2 

Scale your images within the art boards to fill the entire 3000 px. Crop off the title block if needed to make the image as large as possible.


Step 3 

Export the images as PNG's at 150 dpi.

Adding Background Image

The background image is the map that surveyors will use to plot all the locations. Often this is a floor plan but any image can be used to plot locations.

 

Step 1

Select your project from the dashboard.


Step 2 

Click "Edit Project Structure" in the left hand menu.


Step 3 

Click the interwoven arrows to swap a Background Plan. Note: a default plan is automatically created so if it is a new plan you are adding you still swap from the default to your actual plan.


Step 4

Upload Background Plan by dragging and dropping your image onto the page. Note: all plans must be single page PDF, jpg, gif or png. PDF’s must be under 2MB and all other formats under 3MB


Step 5

You are now ready to survey.

 

Add or Edit Asset Libraries

Asset Library's are the preset details on the types of assets (signs)  you use in Wayfindit. They make setting up and starting a new project simple and fast and determine how the plot points are displayed on the map view.  For example, you may want to create a library of regulatory signs that you typically use. You would create an asset type and include the specific deatils for that asset and assign it a shape and color scheme to make it easy to identify on your map view. The library's can be reused across different projects.

 

Step 1

Pick your project from the Dashboard


Step 2

Click on the “Manage Project Library”.

 


Step 3 

Click “Add New Category”. The new category will appear beneath any other categories. Click the pen icon to edit the category title.

To add a new asset type click the "+" sign.


Step 4

Name the plot type and update any of the drop down menus as required.


Step 5 

The most common edits are to “Map Display” which changes how the plot point appears on the map.


Step 6

“Custom Fields” allows you to add text, dropdown, or radio buttons. Note: All drop down and radio button fields must be typed in and separated by a comma.


Step 7 

Cost Information is used to estimate profits per sign.


Step 8 

To edit an asset type, click on the magnifying glass on the line of the asset type you want to edit.


Step 9

Update the fields you need changed and click “Save”.

 

Add, Edit, Move and Delete Plot Points on Desktop 

Wayfindit gives you the ability to edit your plot points from a desktop computer. This may be done before surveying is done or aftewards to edit and update plot points.

 

Step 1

Select your project from the dashboard.


Step 2

Click on the plan (floor) to edit.

 


Step 3 - Add Plot Point

With “Add Mode” selected, click where you want a plot point.


Step 4

Update all the info and photos as needed and click “Save”.


Step 5 - Edit Plot Point

With “Edit Mode” selected, click the plot point to update its details.


Step 6

Update all the info and photos as needed and click “Save”.


Step 7 - Move Plot Point

With “Move Mode” selected, click and drag the plot point to update its location.


Step 8 - Delete Plot Point

With “Delete Mode” selected, click the plot point to delete.


Step 9

A warning will appear making sure you want to delete the point. When delete there is no way to retrieve it. Click “OK” to fully delete.

 

Change a Group or Plan Name 

Need to update a plan or group name? Here's how.

 

Step 1

Click to the project you want to edit the name of the groups or plans.


Step 2

Click on the “Edit Project Structure” in the left menu.

 


Step 3 

To edit the group name, click the pen icon to the right of the group name.


Step 4

Change the group name and click “Save”


Step 5 

To Edit the plan name, click on the plan you wish to update.


Step 6 

Edit the name and click “Save”.

 

Downloading Plans to a Mobile Device

Adding plans to your mobile is the first step to surveying. Once plans are on the device they can be used in online or offline mode.

 
 
 

Step 1

Login to your Wayfindit account at wayfindit.com/mobile.


Step 2

Open project to work on. You can use the “Filter” option for quick sorting of your projects.

 


Step 3 

Select the Group you want to work on.


Step 4

You now have the ability to either download all plans for the group or each plan individually depending on your needs. For all plans within that group Click “Download All Plans”. For individual plans, click the download icon beside each plan. As plans are added, a green check will appear by each.


Step 5 

After a plan is downloaded to your device, you can now use it online or offline mode.

 

Surveying on a Mobile Device

Surveying includes adding, editing and moving plot points within Wayfindit.

 
 
 

Step 1

Open project to work on. You can use the “Filter” option for quick sorting of your projects.

 


Step 2 

Select the Group you will be surveying in.


Step 3 

After a plan is downloaded to your device, select the plan you want to survey.


Step 4 - Add Plot Point

Find the location where the survey asset is located on the floor plan and tap on it.

To make this easier you can  pinch or use the buttons or the slider at the bottom of the screen to zoom in and out to. Use a single finger to scroll around the plan.

If you zoom to far in either direction you can click the “Zoom Reset” to bring you back to the original zoom.


Step 5 

A red dot will appear in the location tapped. Then click “Add Plot”.


Step 6 

A popup will appear with a sign name pre-populated.

Select your sign type. Then customize the name and all the details in the data fields created for both General Info and Details. Now add pictures by clicking the "Photos" tab.


Step 7

Use the “Tap to add photo” button to take pictures or add photo from your photo library or documents on your device.

 

Click “Save” and photos are synced with the cloud and accessible on all devices after a browser refresh.

 

Note: You can take as many photos as you want per plot point.


Step 8 - Edit Plot Point

The top button on the floor plan is set to “Edit Mode” as a default. While in "Edit Mode" scroll and zoom in on the plot point to edit and click on it.


Step 9 

Edit the notes and dropdown menus as required. You can also take more photos by going to the “Photos” tab. When done, click “Save”.


Step 10 - Move Plot Point

To move a plot point click the top button from “Edit Mode” to “Move Mode”. Now plot points can be clicked and dragged to reposition them.

 

Generating Reports

Create reports with the click of a button.

 

Guide To Reports

There are several reports that can be generated in Wayfindit. The main differences in reports is the amount of detail and the format as either PDF or CSV. Also, if the report is for a plan or the entire project. Project reports are located in the left menu and the plan reports are inline with the floor titles. To generate a report click on the type of report you need within each plan or for the entire project. The report will then generate and will be available for download. Note: If the page is refreshed the report will need to be generated again.

 


Report Type: Project Level Report 

The text only report displays all information excluding pictures for the entire project.


Report Type: Master Document PDF

This displays the Group, Item, Location, Description and all notes and measurements along with the primary image for the plot point. A thumbnail of the proposed sign will also be displayed in this report if avaliable.

 


Report Type: Survey PDF 

This displays the Group, Item, Location, Description and all notes and measurements along with all images for the plot point. This report is most for reviewing information that has been collected after a survey.

 

 

 


Text Only PDF 

This report is most helpful for quick internal reviews and sending to vendors for fabrication. This is a text-only spreadsheet view of the project data. This displays the Group, Item, Location, Description and all notes and details with no images for the plot point.

 

Project Management

Project management is built directly into Wayfindit. Requests are a way to manage the necessary tasks though a projects timeline by assigning specific tasks for the different phases of a project. These phases include: Survey, Design, Estimate, Production, Permit, Install and Audit (Punchlist).

Request are highly customizable and are intended to be updated to meet each companies needs. As a Wayfindit client, we will review the request workflows that will best work with your organization.

It is important to remember that a project must be created before a request can be sent.

 

Elements of a Request

All requests must be assigned to an existing project. Each request has a dashboard. It will include who sent the request, who the next task is currently assigned to, the due date and the status. As the request is completed it will be assigned to different people to complete the tasks and the status will be updated.

All this information can be filtered or sorted in each individual request dashboard.

 


Creating a Request

Starting from the specific request dashboard you would click on “New Request”.

A modal window will appear where the details of the request are entered.


Request Workflow

Requests are designed to provide the full detail to complete a task. With that in mind, a request cannot be sent without all the required fields filled out. This is aids in less back and forth and bottle necks to complete the request. What is required can be customized for your specific organization.

After the fields are entered and the request is assigned to someone, it is saved. The assignee will receive an email that they have been assigned to that task.

After a request has been saved documents can be added to the request.

As discussed earlier the specific workflows of a request can be customized but in general each stage of a request will have a status. For example, assigned, scheduled, in-progress, completed.

As each status is completed the request is assigned to the next person. They will receive an email with a notification that they have been assigned the next task in that request.

 

 

Undelete a Plot Point

If a location is accidentally deleted it can be reactivated by using the filters.

 
 
 

Step 1

From the project screen, open a plan that has deleted plot points you want to restore.

 


Step 2 

Click the “Add Filters” button in the left hand menu.


Step 3 

Under “Status” check “Deleted” and Apply.


Step 4 

The map will now display all the deleted plot points. In the hand dropdown select “Re-activate Points”. Now click on any deleted points and they will be reactivated.

Remove the filter to see all the active plot points.

 

Offline Mode Explained

Survey with or without an internet connection. 

You may need offline mode if you are in an area that has no internet or if you want to save your cellular data. Wayfindit will detect if no connection is available or you can manually but the app in offline mode. In offline mode.  

When offline Wayfindit stores the survey information locally on your device. Then when an internet connection is reestablished the data will sync with the cloud.

 
 
 

Step 1

From the project screen, click the hamburger menu in the top right hand corner.

 


Step 2 

Select “Settings” in the menu.


Step 3 

From settings you can manually go into offline mode. In offline mode the app will not download or upload any information. If you intend to survey in offline mode, be sure to have all your plans pre-downloaded.


Step 4 

When “Offline Mode” is active, the bottom of your app will read “Functioning in offline mode.” You can still survey and all the information is stored on your mobile device.


Step 5 

Another situation may be that internet is not available. In that case the same “Function in offline mode.” Is displayed. Again, as long as plans are downloaded, you can continue to survey and the information will be stored on your mobile device.

When internet connection is re-established, any data collected while in offline mode is synced. If there are numerous changes that have been made, a status bar of progress is displayed counting down the number of files to be updated.

 

Sorting and Filtering in Wayfindit

Filtering is a fast and easy way to find your project or request without having to scroll through endless pages.

 
 
 

How To Filter

Filter boxes are above the project dashboard, individual request dashboards and the each project page. Each one functions in the same way.

 To filter simply type what you are looking for in the filter field. It will filter from all the available columns. This means you can search for data in any column from the same filter field.

For example if you wanted to see all the projects from the customer “Jane Doe”, you would type it into the filter field. If there was a project called Jane Doe it would also be displayed.

How To Sort

Sorting will display the column in either ascending or descending order. Click on the arrows next to the column heading to sort by that column.

 

Copy Sign Type

Sign types may need to be duplicated to save time. Some examples are when:

  1. Creating multiple sign types that are similar

  2. Needing to transition signs from a sign library to a sign type that can be edited

 
 
 

Step 1

From the project screen, click “Manage Library” from the left hand menu.

 


Step 2 

Click the “Copy Sign Type” button corresponding to the sign type to be duplicated.


Step 3 

Edit the Code and Description to the new sign type.

If there are signs already associated with this sign type you can convert them all to the new sign type or leave them associated with the previous type.

You can also delete the previous sign type.

When all the information is entered, click “Copy”.


Step 4 

The new sign type is created.

 

Install View and Punchlisting

There are two different views for the Wayfindit map on mobile. The default is “plot colors” which displays the color each location based on its sign type. The other is “Install View” that displays each location based on its install status. Install view is particularly helpful when installing and punchlisting.

Install colors are as follows:

  • Pending - Yellow

  • Surveyed - Blue

  • Installed - Green

  • Issue - Red

For punchlisting we recommend marking the install type as “Issue” and putting the details of the issue in the general notes filed. For a more detailed punchlist you can convert one of the custom fields into a punchlisting and add the custom labels you need for your project.

 
 
 

Open the menu

To start open a plan and click on the hamburger menu in the top right hand corner.


Install Status

Next click on “Install Status” and “Close”.


 

Update Status - Step 1

Now the color of the plot point locations represent the install status. Colors are as follows:

  • Pending - Yellow

  • Surveyed - Blue

  • Installed - Green

  • Issue - Red

To update the status, click on the plot point.


 

Update Status - Step 2

Click on “Install Status” button and scroll to the desired status. Then click “Done”.


 

Update Status - Step 3

The status has now been updated and the color of the location had been changed.

 

Download Plans

Plans often need to be downloaded for presentations or reports. Here’s how:

 
 
 

Open a Plan

To start open a plan that you want to download.

Then click the “Download Plan” button in the left menu. Please note that the plan for download will be generated from the plan you are currently showing. This means that if you have filters turned on, those filters will also be reflected in the downloaded plan.


Download the Plan

Next right click on the image and click “Save Image As”.

 

Clear Data From Mobile Device

If you are doing a lot of surveying your device memory may be filling up. With Wayfindit you can check if all your information has been updated to the cloud then clear all of it out. This way you know you will not be losing valuable data and free up space on your device.

 

Step 1

After opening any plan click the hamburger menu in the upper right hand corner.


Step 2

Click “Settings”.

 


Step 3 

Scroll down and click “Review/Delete All Data”. This will not delete your data. You must first review it before you can delete.


Step 4

This screen shows the data that has not been synced to the cloud. If there is anything but zeros in for each item, that data has not been synced and will be lost if deleting is continued. This is most likely caused if there is no internet connection.

Before reaching out to support, please open the app when you have a strong internet connection and see if the app will automatically sync. If not, please contact support to ensure your data is not lost.

Please note that you can survey without an internet connection. The information is stored locally on your device but you wouldn’t want to delete any data that has not been synced.

If there is not data that needs to be synced and all the columns are zero, click “Continue Deleting All Data”. This will clear all the data from your device.