The RedEye User Guide is a step-by-step instruction manual on how to use the key areas of RedEye. It’s an important tool for users that are just getting to know the system and can be helpful when training new users.

1. REDEYE USER GUIDE
September 2014
RedEye Apps
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2. !
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TABLE%OF%CONTENTS%
1.0! CREATE%A%NEW%GROUP%.....................................................................................................................................%2!
2.0! UPLOAD%YOUR%DRAWINGS%...............................................................................................................................%3!
2.1!Browse!Files!Upload!...................................................................................................................................................!4!
2.2!Drag!!Drop!Upload!...................................................................................................................................................!4!
3.0! ADD%DRAWINGS%TO%A%GROUP%..........................................................................................................................%5!
3.1!Drawing!Details!Page!.................................................................................................................................................!5!
3.2!Bulk!Action!.................................................................................................................................................................!7!
4.0! SEARCH%%VIEW%DRAWINGS%.............................................................................................................................%8!
4.1!Different!Drawing!Listings!..........................................................................................................................................!8!
4.2!Find!a!Drawing!...........................................................................................................................................................!9!
4.3!Print!!View!Stash!...................................................................................................................................................!10!
5.0! MANAGE%YOUR%BUCKET%.................................................................................................................................%11!
5.1!Bucket!Users!............................................................................................................................................................!12!
5.2!User!Groups!.............................................................................................................................................................!13!
5.3!Custom!Messages!....................................................................................................................................................!14!
6.0! MARKUP%DRAWINGS%ONLINE%.........................................................................................................................%15!
6.1!Markup!Tools!...........................................................................................................................................................!16!
6.2!Actions!.....................................................................................................................................................................!16!
7.0%SUBMIT%A%REDPEN%MARKUP%................................................................................................................................%17!
7.1!Email!Submission!.....................................................................................................................................................!17!
7.2!Manual!Submission!..................................................................................................................................................!17!
8.0%DRAFTING%YOUR%DRAWING%.................................................................................................................................%18!
8.1!Set!Up!a!Drafter!.......................................................................................................................................................!18!
8.2!Drafting!....................................................................................................................................................................!20!
8.3!Review!!Approve!Drafts!.........................................................................................................................................!23!
9.0%REPORTING%.........................................................................................................................................................%25!
9.1!Report!Types!............................................................................................................................................................!26!
!

3. !
Enter!the!name%of%the%Group!you!wish!to!
create,!and!whether!you!would!like!this!
Group!to!have!an%expiry%date,!then!click!on!
“Create”.!
!
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1.0 CREATE%A%NEW%GROUP%
To!create!a!new!Group,!select!the!“Groups”!tab!at!the!top!of!the!screen.!
!
Once!on!the!Manage%Groups!page,!click!on!the!green!“+!New!Group”!button!–!located!on!the!upper!right!of!
the!screen.!
!
You!will!then!be!directed!to!the!Create%New%Group!screen.!
!
The$new$Group$you$created$will$be$reflected$on$the$ManageGroupsscreen.$

4. !
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2.0 UPLOAD%YOUR%DRAWINGS%
To!add!drawings!to!your!bucket!firstly!click!on!the!“Groups”!tab.!In!the!Management%Groups!screen,!click!on!
the!“Upload!Drawings”!button!–!located!to!the!left!of!the!“New!Group”!button.!
!
!
You!are!now!on!the!Choose%Upload%Destination!screen.!
Step$1:$Select!the!Bucket!or!Project!you!wish!to!
upload!your!drawings!to.!
Step$2:$Then!select!the!Workflow!(status)!of!the!
drawing.!
!
!
The!Upload%Drawings!screen!now!appears.!
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%

5. !
2.1%Browse%Files%Upload%
By!clicking!the!“Add!Files…”!button,!you!will!open!a!window!that!will!allow!you!to!see!all!the!files!on!your!
computer,!and!choose!the!ones!you!want!to!upload!to!RedEye!by!individually!selecting!them.!
Once!you!have!selected!the!files,!your!upload!should!start!automatically.!
2.2%Drag%%Drop%Upload%
If!you!have!your!drawings!on!your!Desktop!or!in!an!easy!to!access!folder,!simply!drag!those!files!on!the!
screen!space!and!drop!them!on!the!grey!dashed!box!titled:%Drag%%Drop%Drawings%Here.%
Once!you!have!dropped!those!files,!your!upload!should!start!automatically.!
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You!may!upload!as!many!drawings!as!you!want.!
If!the!incorrect!Upload%Destination!or!Workflow!was!chosen,!simply!select!the!“Change!Destination”!button!
on!the!rightahand!side!of!the!screen!to!update!those!details.!
You!may!also!cancel!the!import!at!any!time!by!clicking!the!“Cancel!All”!button.!
!
Once$your$drawings$have$been$uploaded$to$RedEye$they$are$instantly$searchable$in$the$system,$to$find$out$
more$about$“Searching$for$Your$Drawings”$see$section$4.0.$

6. !
3.0 ADD%DRAWINGS%TO%A%GROUP%
Groups!are!used!to!group!drawings!together!and!share!them!with!different!users.!Adding%a%drawing%to%a%
Group%does%not%duplicate%the%drawing;%it%only%links%the%drawing%to%that%Group.%
There!are!a!couple!of!ways!you!can!add!a!drawing!to!a!Group.!
3.1%Drawing%Details%Page%
To!get!to!the!Drawing%Details%page!go!to!Drawings%%Drawing%Number!of!the!drawing!you!wish!to!add!to!a!
group.!
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Once!in!the!Drawing%Details!page,!choose!the!“Edit”!drop!down!menu!next!to!the!work!“Groups”!and!select!
the!“+!Add!to!Group”!option.!
!

7. !
A!pop!up!window!will!appear!allowing!you!to!select%the%group!you!wish!to!add!the!drawing!to.!Once!you!
made!the!selection,!click!confirm.!!
Please$note:$you$cannot$create$a$new$group$here;$only$add$to$the$drawing$to$existing$groups.$If$you$wish$to$
create$a$new$group,$follow$the$steps$on$item$1.0.$
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Your!drawing!will!be!automatically!added!to!the!group!you’ve!chosen!on!the!previous!step.!You!can!see!the!
new!group!added!to!the!“Groups”!list!on!the!Drawing%Details!page.!
!
You!can!also!use!this!edit!function!to!remove!the!drawing!from!a!specific!group.!
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8. !
3.2%Bulk%Action%
To!add!multiple!drawings!to!a!Group!you!can!use!the!Bulk%Actions%button!located!on!the!Drawings!page.!
Tick%the%box%next%to%the%drawing%you%with%to%add%%Bulk%Actions%%+%Add%to%Group%
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A!pop!up!window!will!appear!allowing!you!to!select%the%group!you!wish!to!add!the!drawings!to.!Once!you!
made!the!selection,!click!confirm.!!
You!can!also!remove!drawings!from!a!group!in!the!same!way,!selecting!the!“Bulk!Actions”!button!and!
choosing!the!“a!Remove!Group”!option.!
!
!
!
!

9. !
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4.0 SEARCH%%VIEW%DRAWINGS%
Now!that!you!have!uploaded!your!drawings!and!added!them!to!a!Group!you!can!now!easily!view!and!search!
for!your!drawings!on!RedEye.!
On!the!Drawings!page,!use!the!Bucket/Group!drop!down!menu!to!select!the!drawings!you!want!to!view.!
You!can!select!it!either!from!a!bucket!(all!drawings)!or!from!a!specific!Group.%!
!
4.1%Different%Drawing%Listings%
Table%View!–!This!is!the!default!view!of!drawings!once!you!start!using!RedEye.!Drawings!are!displayed!with!
the!basic!search!options,!and!it!includes!a!visual!preview!of!your!drawing.!
!
List%View!–!This!option!gives!you!a!more!detailed!metadata!view!of!your!drawings,!which!includes!sheet$
number,$vendor$number,$project$number$and$sales$order.!It!does!not!include!a!preview!of!your!drawing.!
!
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10. !
Grid%View%–!This!gives!you!a!more!visual!display!of!your!drawings,!which!includes!drawing$preview,$drawing$
number$and$description.!
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4.2%Find%a%Drawing%
To!find!a!specific!drawing,!type!the!drawing!code!or!title!in!the!Search%Box!and!your!results!will!be!
automatically!refined.!
!
For!a!more!refined!search,!expand!the!Advanced%Search!box!by!clicking!on!“+!Advanced!Search”.!Once!
selected,!you!should!be!able!to!see!more!fields!to!refine!your!search!by.!These!include:!
• Disciplines!–!select!the!specific!discipline!your!drawing!relates!to,!choose!from:!electrical,!
mechanical,!civil,!structural!or!regulatory.!
• Statuses!–!select!the!stage!of!your!drawing.!
• Match!–!choose!the!match!options!for!your!search:!fuzzy$search,$keyword$and$exact$match.!
• Metadata%Fields!–!all!your!preadetermined!metadata!options!will!appear!on!this!drop!down!menu.!
To$add$or$remove$metadata$see$topic$5.0.!
• Page%Length!–!choose!how!many!drawings!you!wish!to!see!per!page.!
• Thumbnails!–!if!you!don’t!want!to!see!a!thumbnail,!unatick!the!“Thumbnail”!box.!

11. !
4.3%Print%%View%Stash%
To!print!one!or!multiple!drawings!from!this!screen!simply!select!the!Check%Boxes!to!the!right!hand!side!of!
each!drawings!or!alternatively!use!Drag%Select!to!choose!multiple!drawings.!
Once!selected!click!on!the!“Bulk!Actions”!button!and!choose!Print%Drawings.%
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To!view!all!the!drawings!you!have!selected!in!one!screen!you!can!click!the!“View!Stash”!button.!
This!feature!is!useful!if!you!have!selected!multiple!drawings!that!appear!on!different!pages!of!the!search!
screen.!
!
You!can!remove!drawings!from!the!stash!by!clicking!the!trashcan!icon!or!empty%stash!button!for!bulk!action.!!

12. !
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5.0 MANAGE%YOUR%BUCKET%
Your!Bucket!is!the!collection!of!all!your!drawings.!You!can!manage!your!bucket!through!Groups%%Manage%
Bucket.!%
!
!
At!the!Bucket%Management!page,!you!can!perform!several!tasks!necessary!to!manage!your!bucket.!Tasks!
under!Bucket!Management!include:!
Bucket%
Overview!
This!tab!just!gives!you!a!general!overview!of!your!bucket!including!the!number!of!
drawings,!number!of!groups!and!users!and!reported!drawings.!
Approvals! This!is!where!you!will!see!the!“Additional!Group!Administrator!Requests”!
Bucket%Users! This!page!shows!the!Outstanding!Invitations,!the!Bucket!User!list!and!the!Project!User!
list.!To$invite$new$Bucket$Users$see$topic$5.1.!
User%Groups! To!create!groups!of!people!that!can!approve!drawings!based!on!the!discipline!type!of!
the!drawing.!To$create$new$User$Groups$see$topic$5.2.!
Outstanding%
Invites!
This!lists!the!invited!that!have!been!sent!to!users!that!have!not!yet!been!accepted.!It!
shows!both!invited!that!have!been!made!to!the!Bucket!as!well!as!invited!that!have!
been!made!to!Groups.!
Metadata%
Fields!
To!add!and!remove!metadata!fields!that!can!be!completed!against!drawings!in!your!
bucket.!
Disciplines! To!add!and!change!the!disciplines!that!are!configured!in!RedEye.!

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Drawing%
Statuses!
The!area!where!you!can!add!and!change!drawing!statuses.!
Workflows! The!area!to!view!and!edit!workflows.!
Reported%
Drawings!
This!screen!shows!the!lists!of!reported!drawings!in!this!bucket.!
Custom%
Messages!
This!is!where!messages!and!announcements,!which!appear!on!the!dashboard,!are!
places!or!enabled.!More$details$on$topic$5.3.!
Reports! This!is!the!Reporting!center.!To$create$a$report$see$topic$9.0!
Drawing%
Numbering!
Shows!you!how!the!drawing!numbering!of!the!bucket!has!been!configured.!
5.1%Bucket%Users%
To!invite!Bucket%Users!simply!click!Invite%Bucket%Users.!A!popup!widow!should!appear.!! !
!

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!
Choose!the!role!of!the!user!form!the!drop!
down!box.!Then!enter!the!email!address!of!
the!user!in!the!email!field.!Click!Invite%
Users!to!confirm.!
The$name$of$the$invited$user$will$then$
appear$on$the$Bucket$User$List$with$the$
corresponding$role.$
To!invite!Group%Users!to%a%Group!simply!click!Invite%Users%to%Groups.!A!popup!window!should!appear.!
!
!
Choose!the!role!of!the!user!from!the!
dropdown!box.!Then!enter!the!email!
address!of!the!user!in!the!email!field.!Click!
Invite%Users!to!confirm.$
5.2%User%Groups%
To!create!specific!groups!of!people!that!can!approve!drawings,!select!“Create!User!Group”!

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5.3%Custom%Messages%
This!is!where!the!messages!and!announcements!that!appear!o!the!dashboard!are!placed!or!enabled.!
Items!on!the!Custom!Messages!are:!
• Bucket%Announcement!–!if!enabled,!will!appear!on!the!Latest!Activity!page!for!all!users.!
• Email%Legal%Message%–!if!enabled,!all!invitation!emails!for!the!bucket!and!projects!within!the!bucket!
will!contain!the!legal!message!set!by!you.!
• Manual%Redpen%Submit%Message%–!if!enabled,!a!warning!message!will!appear!above!the!manual!
redpen!submit!button.!
• Custom%Print%Watermark%–!if!enabled,!it!will!replace!the!standard!“uncontrolled”!watermark!text!
with!a!custom!text!set!by!you.!
!
!
!
!
!
!
Add!the!name!of!the!new!User!Group!and!
enter!the!email!address!details!of!its!
members.!Then!click!Create%Group.$

16. !
6.0 MARKUP%DRAWINGS%ONLINE%
The!On`Screen%Markup%Tool!is!designed!to!allow!RedEye!users!to!markup!drawing!directly!in!RedEye!using!
their!desktop.!
To!start!using!the!Markup!Tool!go!to!the!Drawing%Details!page!under!Drawings!!Drawing!Number!and!click!
on!the!On`Screen%Markup%Tool!button.!
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This!will!take!you!to!the!RedEye%Markup%Tool.%
On!this!screen!you!will!see!the!different!tools!you!can!use!for!markup!and!the!drop!down!Actions%Tab.!
!

17. !
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6.1%Markup%Tools%
!
Undo!–!You!can!undo!up!to!your!last!20!drawings!actions!by!clicking!this!button.!
!
Normal%Pen!–!Using!this!tool!you!can!draw!free!hand!line!using!the!mouse,!or!if!using!a!tablet!
device!your!finger!or!stylus.!
!
Smart%Pen!–!The!smart!pen!create!automatic!version!of!the!shapes!you!are!creating,!for!example,!
if!you!want!to!circle!a!part!of!the!drawing,!using!the!smart!pen!will!allow!you!to!create!a!perfect!
radius!circle.!
!
Highlighter!–!This!tool!can!be!used!to!highlight!part!of!a!drawing!by!using!the!mouse,!or!if!using!a!
tablet!device!your!finger!or!your!stylus.!
!
Cloud%Pen!–!Select!this!tool!to!draw!a!cloud!around!part!of!a!drawing.!Once!activated!click!and!
drag!clockwise!in!a!circle!to!create!a!cloud.!
!
Text%Pen!–!To!add!text!to!a!drawing!click!this!icon,!then!the!location!you!wish!to!add!the!text!to.!A!
dialog!box!will!popup!where!you!can!enter!the!text!you!would!like!to!add!to!your!drawing.!
!
Select%Tool%–%This!tool!allows!you!to!select!any!part!of!the!drawing!or!markup!and!move!it!around!
as!necessary.!
To$get$a$better$understanding$of$the$Markup$Tools$in$action,$please$visit$our$YouTube$page:$
https://www.youtube.com/user/RedEyeAppsPlaylistsUsingRedEye$
6.2%Actions%
!
Once!you!have!done!the!necessary!markups!you!can!either!Save%Markup%or!
Submit%as%Redpen.!
Save%Markup!simply!saves!the!changes!you’ve!made!and!allows!you!to!come!back!
later!to!keep!editing!the!drawing.!Please!note!that!only!you!can!see!those!changes.!
When!you!Submit%as%Redpen,!your!drawing!moves!along!the!next!step!of!the!
workflow,!for!approval!or!revision.!
You!Clear%All%Markup!or!Exit%Markup%Tool!at!any!time.!

18. !
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7.0%SUBMIT%A%REDPEN%MARKUP%
There!are!a!two!ways!to!upload!hardcopy!redpens!into!RedEye.!
7.1%Email%Submission%
Marked!up!drawings!can!be!submitted!from!your!scanner!or!photocopier!via!an!assigned!email!address!
directly!into!RedEye.!
To!find!this!email!address!click!on!the!“Groups”!tab!and!locate!the!RedPen%Email!address!written!under!the!
Bucket!Name.!To!submit!a!redpen,!simply!email!your!drawing!changes!to!this!email!address!and!your!
markup!will!be!automatically!added!to!the!Drawing!Revision!History.!
!
7.2%Manual%Submission%
You!can!also!upload!markups!directly!from!your!computer.!!
On!the!Drawing%Details!page,!click!the!“Upload!New!Markup”!button.!
!
!
%
Locate!your!markup!file,!set!a!version!title!
and!click!Submit%Version.%This!markup!has!
now!been!attached!to!the!corresponding!
drawing!and!puts!it!in!your!Group’s!drafting!
queue.!

19. !
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8.0%DRAFTING%YOUR%DRAWING%
8.1%Set%Up%a%Drafter%
Now!that!you!have!added!some!drawings!and!submitted!a!redpen,!a!drafter!can!draft!your!drawing.!You!
need!to!invite!a!drafter!to!the!Group!under!a!“Drafter!User”!role.!!
To%invite%a%drafter%simply%go%to%the%“Groups”%tab%%Name%of%Group%%Group%Users%
%
In!the!Group!Users!page,!click!the!green!“Invite”!button!on!the!upper!right!side!of!the!screen.!
!
Click!Invite%users.%
On!the!Invite%Users%to%Group!popup!window,!
choose!the!role!“Drafter!User”!from!the!
dropdown!menu!and!enter!the!Drafter’s!email!
address.!You$may$choose$to$invite$more$than$one$
drafter$by$adding$multiple$email$addressed$in$the$
space$provided.$

20. !
Once!completed,!an!email!invite!is!sent!to!the!user.!The!user!must!click!on!the!link!provided!in!the!email!to!
confirm!the!invitation.!!
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Once!the!Drafter!clicks!on!the!link,!they!will!be!taken!to!a!“Group!Invitation!Accepted”!screen!confirming%
they%have%accepted%the%request.%
If!the!user!has!not!yet!registered!with!RedEye,!they!get!a!different!email!asking!them!to!register!before!
being!able!to!access!your!drawings.!Once!registered,!they!see!the!same!confirmation!screen!as!above.!
!

21. !
8.2%Drafting%
Once!a!drafter!has!been!invited!to!a!Group,!they!will!now!have!access!to!its!drafting!queue.!View!the!
drafting!queue!by!clicking!the!Drafting!tab.!
Under!Waiting%for%Drafting!is!the!drafting!queue!that!displays!all!of!the!markups!waiting!to!be!drafted.!
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In!the!Drafting!tab,!click!on!the!drawing!number!of!the!drawing!you!wish!to!draft.!This!takes!you!to!the!
Drawing%Details!page!where!you!can!select!the!drawing!for!checkout!by!clicking!the!Checkout%for%Drafting!
button!on!the!right!hand!side!of!the!screen.!!
!
Alternatively,!back!in!the!Waiting%for%Drafting%page,!select!the!checkbox!to!the!right!of!the!drawing!and!click!
on!the!Checkout%Selected!button!at!the!top!of!the!page.!
!!
Those!drawings!with!an!“i”!symbol,!means!that!they!are!already!
checkout!and!appear!in!the!queue!as!a!FIY.!

22. !
Once!you!have!Checked%the%Drawing%for%Drafting,!click!the!Download%CAD!and!Download%Markup!buttons!
to!download!the!drawing!file!and!markup,!respectively.!
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Please!note!that!the!status!of!the!Version%History!will!reflect!the!“Check!Out!for!Drafting”.!!
!
Once!checked!out,!the!drafter!can!then!draft!the!drawing!using!AutoCAD!or!whatever!program!chosen!to!
edit!the!CAD!file.!When!complete,!you!can!easily!check!the!new!drawing!file!back!in.!
To!check!the!drawing!back!in!click!the!My%Drafts!tab,!which!displays!all!drafts!you!have!checked!out.!
!
Click!the!Drawing!Number!for!the!drawing!you!wish!to!check!back!in.!On!the!Drawing%Details%page,!click!
Check`in%Drawing.%
!

23. !
Locate!the!drafted!drawing!file!on!your!computer,!and!click!Check`in,!to!confirm.!
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Back!in!the!Drawing%Details!page,!the!status!in!the!Version%History!will!reflect!the!draft!checked!in.!
!

24. !
8.3%Review%%Approve%Drafts%
Once!a!drawing!has!been!drafted,!go!to!the!Approvals!tab!on!the!main!menu.!
On!the!Waiting%for%Approval%page,!click!the!“Approvals”!tab.!You!will!see!a!list!of!drawings!for!draft!
approval.!!
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To!review!a!drafted!drawing!and!approve!it,!click!the!“Drawing!Number”!in!the!Waiting%Approval!list.!The!
Approval%Tool!should!open!automatically.!

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!
Here!you!can!compare!the!drafted!drawing!to!the!original!using!two!different!tools:!Overlay!or!Split.!Overlay%
view!allows!you!to!view!both!drawings!in!one,!where!you!can!fade!in/out!the!changes!made.!On!Split%view!
you!can!see!both!drawings!side!by!side.!Choose!your!preferred!method!on!the!top!right!corner.!
Here!you!can!either!Decline%Changes!or!Approve%Changes!by!selecting!the!appropriate!button!at!the!top.!
Approved!drafts!become!the!most!upatoadate!version!of!that!drawing.!Declined!drafts!go!back!in!the!
“Awaiting!Drafting”!queue!for!further!revision!(it!also!notifies!the!drafter!that!more!changes!are!needed).!
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9.0%REPORTING%
There!are!eight!standard!reports!available!that!are!executed!instantly!for!analysis!at!the!Bucket!and!Group!
Level.
To!generate!a!new!Report!go!to!Groups%%Manage%Bucket%%Reports.!
!
Once!in!the!Reports!tab,!select!from!the!eight!different!options,!which!report!you!would!like!to!generate.!
Click!View%Report,!and!your!data!will!be!automatically!generated.!
!
You!can!Download%PDF%of!any!report!generated!by!RedEye.!

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9.1%Report%Types%
• File%Type!–!Displays!summary!statistics!on!file!types!of!constituent!drawings!in!a!bucket.!
• Drawing%By%Group%–!Displays!total!drawings!for!each!group!in!a!bucket.!
• Drawing%Workflow%Actions%–!Analyse!drawing!activity!filterable!by!specific!workflows!and!workflow!
steps!over!time.!
• Drawing%Print%Activity%–!Displays!summary!statistics!n!drawing!prints!in!a!bucket!over!a!date!range.!
• Outstanding%Workflow%Queue%Actions%–!Displays!summary!statistics!on!outstanding!workflow!
actions.!
• Activity%Over%Time%–!Analyse!drawing!activity!filterable!by!workflow!step!types!and!drawing!status!
types!over!time.!
• Drawing%List%–!Displays!an!exportable!datagrid!with!a!list!of!drawings!in!the!selected!bucket.!
• Drawing%View%Activity%–!Displays!summary!statistics!on!drawing!views!in!a!bucket!over!a!date!range.!
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If$you$have$any$questions$regarding$this$User$Guide$please$contact$our$ProjectsTeam$on$
1300$236$673$or$projects@redeye.co.$