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WinCan WebFlex Quick Start Guide; will guide you through the setup and , configuration and general layout of WinCan WebFlex. This document will also guide you through the creation, publication and sharing of projects that were either, created from scratch within WinCan WebFlex, imported into WinCan WebFlex from WinCan VX or imported from a camera system that has an embedded WinCan Client.
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For each user added to WinCan WebFlex the Company Admin can assign those users to different Account groups, a description of those groups are below.
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End User, view assigned group/s projects or Group projects on Hosts WinCan web account
End User Download, View & download assigned group/s project or Group projects from Hosts WinCan web account
End User (all projects visible). View all projects within the Hosts WinCan Web Account
VX Operator, Upload projects from WinCan VX to Host WinCan Web
Company Operator, View/Share projects for assigned /Download/Upload projects that have been specifically to them or assigned to their group/s and manage their own account settings
Company Operator (all project visible), View/Share all projects and /Download all projects on the company WinCan Web Account, however they can only upload projects that have been assigned specifically to them! They can also manage their account settings
Company Admin, WinCan WebFlex complete site management
The company Admin is the only account that can Give and Take Flex Mode from any user
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If your project has Structural or service code that have not been scored (projects that may have been imported from 3rd party systems) you can re-run the scoring process from the PROJECT TAB, SCORING
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Project Report Creation/Generation
Types of Project Reports
When a project has been completed to ”your ”you or your customers” specific requirements a PROJECT REPORT can be created and . these project reports can be either active or passive (with or with out weblinks).
Passive Project Reports
Are reports where the project is not shared and therefore WILL NOT have “Active Web links on the report”
To create a Passive report
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Project Tab
Reporting
Generate report
Report is create with no active weblink
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Active Project Reports (reports with hyperlinks)
Are Reports that have active hyperlinks within the report that can be either unlimited or limited in duration.
To create an active report, you will need to first enable or create a Project link for that specific project prior to creating the report. This,
The “project link” can be either set ;
Set at a global level for (across all projects and once set will affect all projects imported or created thereafter, or at a local project lever for each and every project individually .
Create a unlimited project link for all projects.
Prior printing/generating your report you will need to active an shared link.
within your company WinCan Web account) and will add an “Unlimited” duration link for all projects created ‘post’ enabling of this option.
Or, created for each individual project as and when you choose to add one. Individual links take precedent over unlimited links and have custom durations from 1 day to whenever you choose to expire that link.
Create a unlimited project link for all projects.
Prior to printing/generating the report for your project, you will need to share the project (reports created before the project is shared will not have active hyperlinks and will need to be regenerated again after the link has been created).
From the main window select Account setting- Company Profile, slide edit mode to the right, scroll to the bottom of company profile and tick box “Create project link after uploading”, complete the edit by moving the edit button back to the left.
This is a global setting and only needs to be completed once for the entire account, however project that have already been uploaded with reports will need that report regenerated.
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Create a link per project.
Go to the main project Window,
select Select the link icon for the specific project,
select Select new link,
Select create new link
decide on your options
Select okay to confirm your settings
Once your link has been created you will be able to see the active link against that project by selecting the link button (selection 1 in the above process). When the link icon is selected the below window will appear.
Active till date, can be unlimited of a date
Is this project downloadable by your client, ticked, yes, unticked no
Edit the Active till and downloadable option
Delete link
Open the project from a customer perspective (Very cool feature)
Copy link (copy link and add it to an email)
Email link directly from WinCan Web (great feature but client email spam filters often kill the email before it gets to the client!!!!, use option 6 and copy the link and email it directly or send them an active report with links in)