Documents

Overview

The Documents feature is a communication tool between Trane and building stakeholders.

Use Cases

The purpose of Documents are to capture building system information.

Trane Service and building stakeholders will use Documents during the management of the building lifecycle.

User Access

Access to Documents are managed by Trane Service. A Visible to Everyone icon is selected to provide the building stakeholder access to the document.

Alternatively, a Document can be set to Not Visible while it is being drafted.

How It Works

Documents are located on the left side of the dashboard under the Documents tile. This feature is available as a standard feature offering.

There are two ways to create a Document in Trane Cloud.

1. Documents

   In Trane Cloud, at the bottom of the screen select the Toolbox icon to access Documents.

   Documents associated with the building are accessed from the Documents icon in the Toolbox.

2. Document Summary Page

   A summary of building Documents includes Document Title, Date Added to Trane Cloud, Document Type and Document Status.

   

   Select the Create New icon to create a new Document Record.

   

Filling In a Document and Record

1. Click on the title to update with Document Title, then accept the title by selecting the checkmark icon.

   

2. Review the Document Type selection (options are visible below). The Document Type is based on the best description for the document’s purpose. Coaching Services is the default selection.

   

3. Review the Status selection (options are visible below). The document status is either Complete or Draft depending on if the document still needs to be reviewed. Draft is the default selection.

   

4. Review the building attached to the Document. For Documents added from the Building Dashboard, only the building is selected.

   

5. Add a brief description of the document.

   

6. Select the Save Document icon at the bottom of the screen to save the document.

   
   
   Continue to Document's "Manage Documents"