Manual Use of Brava for Redlining in AssaiWEB -...

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Manual Use of Brava for Redlining in AssaiWEB Document nr : PDC-MAN-BRAVA-00001 Revision : 03 Status : Approved Date : August, 2012 Author: : Henk Ruissen

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Manual Use of Brava for Redlining in

AssaiWEB

Document nr : PDC-MAN-BRAVA-00001 Revision : 03

Status : Approved

Date : August, 2012 Author: : Henk Ruissen

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Revision History Revision

August 2012 3 Added a description of adding a signature image to a front sheet.

April 2012 2 Second revision; changes in descriptions and exercises added. January, 2010 1 First revision

December, 2009 B Reviewed draft, Changed front page, minor typing errors and

page skips, level 2 paragraph made bold, change lay-out of list of contents

December, 2009 A First draft.

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The Netherlands Phone: +31-(0)345-516663

Fax: +31-(0)345-531097

Website: http://www.assai.nl Helpdesk: [email protected]

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Table of Contents

1. INTRODUCTION .................................................................................................. 3

2. USING BRAVA FOR MARKUP .............................................................................. 4

2.1 Introduction 4 2.2 Markup Steps 4 2.2.1 Introduction 4 2.2.2 Open Brava 6 2.2.3 Add Markup Items 7 2.2.4 View and Edit Markup Files 8 2.2.4.1 Edit Option 8 2.2.4.2 Open for Review Option 8 2.2.5 View Markup Files and Consolidate into a New Markup File. 9 2.2.6 Edit Markup Items and Transfer Ownership 11 2.2.7 Add a Signature to the Redlined File 13 2.2.7.1 Introduction 13 2.2.7.2 Adding a Signature and Text 13 2.2.8 Burn Markup Items 15

3. HOW TO…….. .................................................................................................... 17

3.1 Exercise 1: How to Open a Document in Brava 17 3.2 Exercise 2: How to Manipulate the View 19 3.2.1 Zoom in/Zoom out 19 3.2.2 Rotate View 21 3.2.3 Show Page Thumbnails 21 3.3 Exercise 3: How to Create a Markup Layer 23 3.4 Exercise 4: How to Open and Edit an Existing Markup Layer. 27 3.4.1 Open an Existing Layer 27 3.4.2 Add Extra Markup 28 3.4.3 Edit or Delete Markups 29 3.5 Exercise 5: How to Review Markups and add a Signature. 31 3.5.1 Consolidate Markup Layers 31 3.5.2 Transfer Ownership 34 3.5.3 Add a Signature to a Front Sheet. 35 3.6 Exercise 6: How to Burn Markup 38

4. BRAVA SCREEN AND MENUS ............................................................................ 40

4.1 Brava Tool Bar 40 4.2 Brava Properties Bar 41 4.3 Brava Markup Menu 42 4.4 Brava Markup Tools 43

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1. Introduction

In this manual the use of Brava for adding markup (redlining) to documents and

drawings is explained. Markup allows the user to annotate documents without altering the document itself. All markup entities are saved in a markup file, which is associated

and overlaid on the image. There can be more than one author per markup file. A new layer is automatically created for each new markup file author (determined by the login

user name), allowing them to see other author's markup, but not edit them

Every layer may contain text, graphics and other items in which the user indicates which

changes are needed in the document or drawing.

In most cases PDF files will be used as the base layer for the comment.

Brava has been added as an embedded application in AssaiWEB. This means that Brava

can be started from AssaiWEB with the document to be reviewed directly opened. As soon as Brava opens, the document will be displayed and the user is ready to enter

comments.

This first section of this manual gives a general description of the use of Brava and the

options in the Brava menu. The second section, the How to…..section (chapter 3), contains a step by step instruction to perform different tasks like adding a markup layer,

review markup layers and burn all layers in a new comment file.

Not all Brava functionality will be explained in this manual. Therefore the Brava Online

help files are available. The Brava Online help files can be opened from the Brava screen, clicking the information icon.

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2. Using Brava for Markup

2.1 Introduction

Brava has been added as an embedded application in AssaiWEB. This means that Brava

can be opened from AssaiWEB with the document to be reviewed directly displayed. As soon as Brava opens, the document will be displayed and the user is ready to enter

comments. This chapter describes the main components of Brava. It is just a brief list

with the main functionality. To learn all the ins and outs of the use of Brava, please refer to the Brava on-line help manual. This can be opened from the Brava screen, clicking the

help icon ( ). This chapter only contains a brief description of the steps to be used to markup a

document. An extensive step by step description of how to use Brava to add markup layers can be found in chapter 3.

2.2 Markup Steps

2.2.1 Introduction Using Brava to markup documents and drawings involves the use of markup items,

markup layers, etc. To streamline the process, below a possible process is indicated. Other uses of Brava and markup are of course possible.

Open the document/drawing in Brava from the AssaiWEB inbox.

Check whether a markup file with markup exists. If yes, open it, if no, create a

new one. All users add their markup items to the same markup file. Brava keeps

track of who added the markup items and when. For every user a new markup

layer is created. Add markup items to the markup file.

Save the markup.

Review of the markup by a Responsible Engineer. This means editing markup

items, delete markup items and possibly add new ones.

Burn the reviewed comments into a new file which is added as a comment file to

the document revision in AssaiDCMS

There are two possibilities for adding markup. Separate markup for every user

A markup can be created for every user separately. Also choose a unique colour

for the markup for every user. This makes it easier to see who added markup.

Also after review and editing by the responsible engineer, still the original markup is available. This can give clarity in case of discussions about markup.

Using this option implies an extra step before the responsible engineer can review the markup, namely consolidating the markup by other users in a new

layer.

One markup layer

Another option is of course to create just one markup layer in which every user can add the markup. It will still be possible to see who made the markup

because Brava saves the username and the timestamp for every markup made. This alternative makes it easier for the responsible engineer to review the

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markup. There is no need to consolidate the markup before reviewing because all

markups are already in one layer. Another advantage is that reviewers can see all markups in a glance.

A disadvantage might be that when the responsible engineer reviews the markup and decides to delete or change some of them, there is no way to trace the

original entered markup. This can be avoided by always consolidating the markup

into a new layer. This copies all made markup into a new layer which then can be edited by the responsible engineer.

It is advised to choose one of these options and implement it companywide.

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2.2.2 Open Brava Brava can be opened from several AssaiWEB screens. In most case this will be from the Document Comment screen. Only document revisions with a file linked to them can be

used for Brava markup.

In the screens a file icon, like a PDF or Word icon will be visible just to the left of the document number.

Brava is opened using the context menu. Click with the right hand mouse button when the cursor is on the PDF icon. The context menu opens.

Figure 1: 'Open with Brava' from the context menu.

Click on the option ‘Open with Brava’. A new browser window opens in which Brava opens and the document to add markup layers to is displayed.

Figure 2: Brava main screen with document to review

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2.2.3 Add Markup Items After a document has been opened in Brava, one or more markup items can be added to the document. Every user can enter his/her own markup in a markup layer

Several tools are available to enter comments, like adding textboxes, arrows, drawings,

clouds, etc. All tools can be used in one markup file.

Figure 3: Document with several comments in one layer

When all comments have been entered, the markup must be saved. In case a new markup file has been created, the user must enter a unique name for it.

Figure 4: Save a markup layer

As described in paragraph 2.2.1 all markups can be saved in one layer for every reviewer separately or in one layer for all reviewers.

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2.2.4 View and Edit Markup Files

2.2.4.1 Edit Option When one or more markup files have been added to the document, they can be viewed

in Brava by all users having access to the document. In the top left hand corner of the Brava screen, an exclamation mark indicates that one or more markup layers have been

added to the document.

Figure 5: Indicator for existing markup layers

Markup layers can be opened with the option ‘Open’ from the menu. Brava displays all

added markup layers.

After selecting a markup layer and clicking the OK button, the markup is displayed on top

of the document. New markup items can be added or (in case the markup is from the

user logged currently on) existing ones edited. Users can only edit their own markup. In this way only one markup layer can be viewed. If many layers exist, it is probably

easier to use the option ‘Open for Review’ (see below).

The layer can be closed again with the option ‘Close’ from the menu.

For a step by step explanation see paragraph 3.4

2.2.4.2 Open for Review Option When many markup layers do exits and must be viewed, there is an option in the Brava

menu which makes it possible to open one or more layers at a time. This is the option ‘Open for Review’. In the ‘Review mode’ nothing can be edited. It is only for viewing the

added markup layers.

Figure 6: Select a markup layer to view the markup items

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Brava then displays a window with all available markups. From this window one or more

markup files can be selected.

Figure 7: List of available markup layers to open for review

Choose one or more layers using CTRL + Mouseclick and click Ok. The layers are then displayed on the screen.

The review can be closed with the ‘Close Review’ option from the menu. Brava shows a

list of all open layers and the user can select which one must be closed. Select the

markup to close (use CTRL + Mouseclick to select multiple markup) and click OK. All selected markup is closed

2.2.5 View Markup Files and Consolidate into a New Markup File. If reviewers have added their comments in more than one markup layer, these layers

must be viewed by the responsible engineer, and the relevant ones combined in a new

markup layer. All markup items from all selected markup layers are then combined in one file. This is called consolidation. Subsequently the responsible engineer can edit the

markup items.

In markup layers opened for review no changes can be made.

For a step by step explanation see paragraph 3.5

Consolidating markup layers must be done with the 'Open for Review' option from the

Markup menu. Open this menu clicking the Markup Icon from the Brava Toolbar menu:

Choose the option 'Open for Review'. This option is only available for the responsible

engineer.

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Figure 8: Markup menu with option 'Open for Review'.

Brava then displays a window with all available markups. From this window one or more markup files can be selected.

All selected layers are displayed on top of the document. When the option ‘Select’ from the Brava Toolbar is selected, every time the cursor moves over a markup, information

on the markup is displayed:

Figure 9: Information on the markup item

The reviewer must decide which markup file is relevant and which one isn't. Irrelevant

layers can be closed with the option 'Close Review' from the markup menu. If only one

markup file is opened, the file is closed immediately. If more than one markup file is open, Brava asks to indicate which files must be closed.

Figure 10: Select Reviewed markup to close

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If only the relevant markup is displayed, they can be consolidated into a new markup file

with the option 'Consolidate markups' from the markup menu

Figure 11: Consolidate option from the markup menu

Brava now creates a new layer and copies all markup items from all markup files into this

new file. Only the visible markups are used. The owners of all markups are still the original users. This new markup must be saved with a new name and now contains all

markups from different users. This new markup can now be opened for editing and

creating the final markup which will be sent to the originator. Before the markups can be deleted or changes, the ownership needs to be transferred. This is described in the next

paragraph.

2.2.6 Edit Markup Items and Transfer Ownership Markup can be edited. As stated above, users can only edit their own markup. However a responsible engineer must be able to edit and even delete the markup from other users

in order to create the final markup which will be sent back to the originator as a

comment file. Brava allows changing the ownership of the markup.

In general, to edit a markup item, first the markup layer must be opened for editing. As for editing only one layer can be opened at a time, it is advised, when many markup do

exist, to first consolidate them into one layer as described above. In the example below a

consolidated markup containing markup from all users is used.

For a step by step explanation see paragraph 3.4.3 and 3.5 Click the Markup Icon from the Brava Toolbar menu and then choose the option ‘Open’

After that select a markup layer from the list of available layers and click the Ok button.

Only one markup file can be opened.

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Figure 12: Selection of markup file to open

All markup items in the markup file, possibly from different users, are displayed on top of

the document. To edit markup items from other users, first the ownership must be

changed. The ownership for every item is displayed when the ‘Select’ tool has been selected from the Brava Toolbar

Moving the zoom/pan cursor over a markup item displays the author and creation date of

the markup.

Figure 13: Author and creation date for a markup item.

To change the ownership of a markup the markup item first the select tool from the

Markup Toolbar ( icon) must be selected. When moving over markup items from other users, the cursor remains black. For the own markup items the cursor is grey, indicating that the item can be edited.

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Figure 14: Not editable markup item (left) and editable markup item (right)

To change the ownership, put the cursor on the markup item and use keys Shift+Click.

The ownership is changed and the colour of the arrow changes from black to grey and

the markup item now can be edited or even deleted.

In this way the markup can be reviewed and cleaned up by the responsible engineer. After this has been done the next step can be:

Add signature to the markup and after that burn the markup into a new file,

being a comment file (see paragraph 2.2.7) or Burn the markup into a new file without adding a signature (see paragraph

2.2.8).

2.2.7 Add a Signature to the Redlined File

2.2.7.1 Introduction Some companies add a front sheet to every file which must be reviewed. On this front

sheet the responsible engineer must enter a return code, a review date and a signature. Only after these data have been entered on the front sheet, the file is sent back and the

review is made ‘official’. The front sheet is the first page of the reviewed document file.

Before the front sheet can be signed a digital signature must be present as an image.

The name of the user, the review date and the return code can be added as text fields. Another option is the use of pre-created stamps which contain extra information like

date, username, etc. Stamps can be filled with values for the date, username, etc without interference from the user. Creating and using a stamp is not explained in this manual.

2.2.7.2 Adding a Signature and Text When the responsible engineer has reviewed and edited the markup as described above,

in the front sheet of the document, a return code, a date and a signature must be added.

The front sheet is the first page of the document.

It is assumed that the consolidated markup layer with all relevant comments is still opened in Brava and the markup tools bar is visible.

In the front sheet the review date and return code are filled in with the ‘Text’ tool from

the markup tool bar. Draw an area behind the review date and fill in the data in the text

are. If necessary, format the date (text size, font, colour). The same must be done for the return code.

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Figure 15: adding a return code and review date to the front sheet as text fields

The signature for the user is added as an image with the ‘Image’ tool from the markup

toolbar.

Figure 16: Use of the 'Image' tool to add a signature to the front sheet

A browse button can be used to search for the image with the signature. The last used signature file is displayed as a default. When the signature file is selected, draw a

rectangle on the front sheet where the signature must be placed.

Figure 17: Drawing a rectangle to add the signature as a picture to the front sheet.

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The markup now has a date, return code and a signature and is ready to be burned into

a redlined comment file. This is described in paragraph 2.2.8.

2.2.8 Burn Markup Items After the Responsible Engineer has reviewed all the markups, only the relevant ones remain. The last step in the process of adding markup to documents and drawings is

saving all markups and ‘burn’ them into a file. AssaiWEB has been configured to combine

the markup and the underlying document file into a comment file. A new file is created with both the markups and the original file.

Two options are then available: Keep the original publish file.

A new file is created in which the original document file is combined with the

markups. This new file is saved as a comment file. The original file remains a ‘publish’ file and can be viewed by the users clicking the file icon in AssaiWEB.

Make the burned comment file a publish file.

The original ‘publish’ file is not visible anymore for normal users and the new

burned comment file will be the publish file. When AssaiWEB users click the file icon, the new burned comment file is opened. Of course the original publish file

is still available in AssaiADMIN or AssaiWEB. The choice is controlled by a system parameter: PUBLISH_BURNED_REDLINE_FILE.

If set to Y, a file is created with the ‘publish’ and ‘comment’ both indicator set to Y.

If set to N, a file is created with the ‘publish’ indicator set to N and the ‘comment’ indicator set to Y. This is the most common used setting.

To burn the markups they all must be displayed in Brava. Therefore, before burning the

markups, open the relevant markup file with the option ‘Open’ from the markup menu. If the markups are saved in more than one markup file, use the option ‘Open for Review.

The selected markup files are opened and displayed in the screen.

Click the ‘Save and Publish’ icon from the Brava Toolbar.

Choose the option ‘Publish to PDF’.

Figure 18: Option to burn the markup to a PDF file.

Some options for burning are available. In most cases they are correct.

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Figure 19: Options window for burning markups to PDF file.

After clicking the button ‘Publish’ Brava generates the file. It is uploaded automatically to

the AssaiDCMS file system and linked to the document as a comment file. No message is given.

In the comment screen , in the ‘Comment Files’ tab, the newly uploaded file can be seen

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3. How to……..

3.1 Exercise 1: How to Open a Document in Brava

Brava can be opened from several AssaiWEB screens. Most used screens are the Search

Inbox Results screen and the Document Comment screen. Only document revisions with a file linked to them can be used for Brava redlining. In these screens a File icon, like a

PDF or Word icon will be visible just to the left of the document number.

Inbox

Open the Inbox for the Design Documents menu and select the desired document

from the inbox. Click the comment icon ( , , or ) to open the Comments

screen.

Figure 20: Example of the Comments screen with the PDF icon for the publish file to comment on.

Click with the right hand mouse button when the cursor is on the PDF icon. The

context menu opens.

Figure 21: Open Brava from the context menu

Choose the option ‘Open with Brava’. The Brava window is opened and the PDF file is displayed in the Brava window.

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Figure 22: Document to review in the Brava screen

The file can now be reviewed by adding a markup layer with comments. Also

existing comments by other users can be viewed..

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3.2 Exercise 2: How to Manipulate the View

Once a document or drawing has been opened in Brava, the view can be manipulated to display other parts of the document, to zoom in or out or to see other pages of the

document. Several icons and menu options are available.

3.2.1 Zoom in/Zoom out In the Brava Toolbar several icons can be used to zoom in or zoom out. Below some

useful ones are explained.

Zoom/Pan With this option, the section of the document which is viewed can be changed.

Click on the icon. The cursor changes in a ‘hand’. Click on the drawing, keep the mouse button pressed and move around on the drawing. Different sections are

displayed.

Fit all In the Brava! Toolbar, click the ‘Fit All’ icon.

This changes the view so that the full image is visible in the window. The first page

of the document appears in the Brava window.

Fit width

In the Brava toolbar click the ‘Fit Width’ icon.

The Fit Width command changes the zoom level so that the entire width of the image appears in the window.

Zoom window

The zoom area can be changed by dragging a box, or window, around the area to zoom in on. The area within the box will fill the image window. In the Brava

toolbar click the ‘Zoom Window’ icon. The cursor changes into a magnifier glass with a square.

Click and hold the left mouse button, then drag the mouse around the area which

must fill the viewing area.

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Figure 23: Use of zoom window to fill the image window with a section of a drawing.

Magnifier The Magnifier tool opens a rectangular "magnifying glass" in the viewing window.

Use this tool to zoom into smaller areas on a larger image.

Click on the magnifier and after that on the drawing. A rectangle appears which can be moved around. Click in the rectangle and drag it to another area to view

another part of the drawing. The shape of the rectangle can be changed by dragging the borders of the area.

Figure 24: Use of the magnifier to enlarge a section of a drawing.

The magnifier can be closed with the small red cross at the left hand top of the rectangle.

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3.2.2 Rotate View The image viewed can be rotated easily, either using the context menu from the right hand mouse button or the ‘rotate’ icon in the bottom left hand corner.

Figure 25: Rotate icon to rotate an image.

3.2.3 Show Page Thumbnails When viewing multiple page documents, an overview of all available pages can be

opened from the context menu (opened with the right hand mouse button) or with

keystroke CTRL + T.

Figure 26: Option to open the page thumbnails from the context menu.

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Figure 27: Page thumbnails for easy navigation through multiple page documents.

On the right hand side of the screen, a column with all pages displayed as thumbnails, is

opened. A blue colour highlights the page which is viewed and a green rectangle indicates which section of that page is viewed. Using the buttons at the top of the

columns enables easy navigation through all pages.

Another way of doing this, is using the arrows at the bottom of th Brava screen.

In the white area the number of pages is displayed (3) and which page is viewed (1). The arrows to the left and right of the white area can be used to leaf trough the pages.

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3.3 Exercise 3: How to Create a Markup Layer

Open a document in Brava which must be redlined, either from the Search Documents Results screen or from the Inbox ( as described in paragraph 3.1).

After the document file has been opened in Brava, a markup layer can be created.

Click the markup icon in the Brava Tool bar ( ).

Figure 28: Open a new markup layer with the markup icon

Choose the option ‘New’.

Figure 29: Markup submenu; choose option 'New' to create e new markup layer.

The Markup Tools menu opens:

Figure 30: Markup Tool menu

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Make sure the complete drawing can be viewed.

Select the ‘Text’ option from the tools menu

Select the text colour, character size and if desired, underline, italic or bold from

the text properties bar.

Figure 31: Properties bar for formatting a text mark up

Figure 32: Example of the colour picker for the text colour

Click on the drawing to open a text box and enter some text in it like in the

example below. Choose a colour and text size.

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Figure 33: Example of adding text as a markup in a text box

Click on the ‘Shape’ icon from the ‘Tools’ menu and select the shape ‘Rounded

rectangle’. First click on the small arrow and next select the shape.

Figure 34: Choosing a shape for adding markup

The cursor changes into the chosen shape. Choose if desired the colour, line style, etc. from the ‘Shape’ options at the top of the screen.

Again click on the drawing, hold the mouse button and draw a rectangle.

Figure 35: Adding a shape as markup

Click on the Arrow icon in the ‘Tools’ menu. Change, if desired the colour and size of the line.

Click on the drawing, keep the mouse button pressed and draw an arrow. The arrow head will be drawn at the point, clicked first in the drawing.

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Figure 36: Adding an arrow to the markup

Save the added markup in a layer with the ‘Markup Save’ icon ( ) from the Brava Toolbar.

Figure 37: Saving the markup with the Save icon in the markup menu

Brava asks for a name for the markup:

Figure 38: Entering the markup name to save it with.

Enter a name and click the Ok button. The Markup Save icon is now de-activated.

The Brava screen can now be closed.

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3.4 Exercise 4: How to Open and Edit an Existing Markup Layer.

3.4.1 Open an Existing Layer Open the same document from exercise 3.3. to review in Brava. In the Brava

toolbar, now a red exclamation mark is visible. This indicates that markup has been added to the document.

Figure 39: Exclamation mark to indicate that markups have been added to the document/drawing

Click the Markup icon in the Brava Toolbar ( )

From the menu select the option 'Open'. Brava opens a window with the names of

all the available markup layers:

Figure 40: Window to select an existing markup layer to open.

Select the desired markup layer and click the Ok button. The layer is opened and

displayed on top of the document. In general the user will choose his/her own

markup layer. It is however possible to choose the markup from another user and add own markup to it. The owner of the markup will still be the person who

entered the markup items. As discussed in paragraph 2.2.1 it is also possible to create one markup layer for

all reviewers.

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Figure 41: Document with a markup layer displayed on top of it.

If another layer is displayed already, Brava will close this current layer and display

the chosen one. If the current layer has not saved changes in it, Brava will ask whether the changes in this must be saved of not before the chosen markup layer

will be displayed.

3.4.2 Add Extra Markup Click the Text icon from the Markup Tools menu. The properties bar changes,

reflecting the possible settings for this tool.

Figure 42: Selected Text markup Tool with the properties bar

Change the properties as desired (change colour, text size, font, etc)

Click on the document and drag to open a text area in which to enter the text and type the comment text.

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Figure 43: Added comment text in a text box

If needed, click on another area in the drawing to add other comment texts. Colours and fonts can be changed for every text box.

Save the markup layer clicking the Save icon from the Brava Toolbar.

Because an existing layer was opened, Brava does not ask for a layer name but

saves the changes to the exiting layer.

3.4.3 Edit or Delete Markups Added markups can be deleted or changed. To do so, they need to be selected first.

Open a markup layer (if not already open from previous exercise).

Click on the 'Select' tool ( ) in the Markup Toolbar.

Figure 44: Select Tool from the Markup Toolbar

The cursor changes in an arrow.

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Hover over the markups in the drawing. The colour and shape of the arrow

changes. When the arrow is black ( ), the cursor is either not on a markup area

or on a markup which has been added by another reviewer. Only own markups can be edited or deleted.

Figure 45: Grey arrow to indicate an editable markup

Click on the markup to edit or delete. An edit area is displayed. The area can now be resized or moved to another location.

Figure 46: Edit area for the selected markup

The size of the area can be changed by dragging one of the corners to another point.

Also now the area can be deleted, using the [Delete] key on the keyboard.

Double click on the edit area to be able change the text of the markup. The edit area now has a double lined border.

Figure 47: Changing the text markup

Save the changes with the Save Markup button.

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3.5 Exercise 5: How to Review Markups and add a Signature.

3.5.1 Consolidate Markup Layers When reviewers all create and save their own layer with markups, the Responsible

Engineer needs to evaluate these layers first and then consolidate them into one layer before editing them.

Consolidating is only available for the responsible engineers.

Open the same document from exercise 3.3. to review in Brava. In the Brava toolbar, now a red exclamation mark is visible. This indicates that markup has

been added to the document.

Figure 48: Exclamation mark to indicate that markups have been added to the document/drawing

Click the Markup icon in the Brava Toolbar ( ) and choose the option 'Open for Review' from the menu. Brava opens a window in which all available markup layers are displayed.

Choose one or more markups from the list and click OK. Use CTRL + Mouse Click to select multiple markups.

Figure 49: Selecting the markups for review

Brava opens all selected markups and displays them on top of the

drawing/document.

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Figure 50: Several markup layers opened for review

Choose the 'Select' tool from the toolbar and hover over the markups to see who

added the markup.

Figure 51: Use of the Select tool to see who added the markup and when.

Click the Markup icon in the Brava Toolbar ( ) and choose the option 'Close Review' from the menu. Brava opens a window in which all opened markup layers

are displayed.

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Choose the ones to close and click OK. The selected layers are closed and not displayed anymore. The remaining layers are now ready for consolidating.

Click the Markup icon in the Brava Toolbar ( ) and choose the option

'Consolidate Markups' from the menu. All visible markups will now be copied to one, new layer. The reviewer who added the markup is still the owner

of the markup. The original markup layers will not be affected and are still available.

Figure 52: Option from the menu to consolidate markups

Save the new markup layers. It is advised to choose a name which makes it clear

that this layer contains the final markups.

The new consolidated layer is now available for editing.

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3.5.2 Transfer Ownership Before a markup can be edited or deleted by the Responsible Engineer, the ownership of the markup must be transferred. This is because only the owner of a markup can change

or delete it.

Transfer of ownership is only available for responsible engineers.

Open the document for which a layer has been consolidated in the previous

exercise. Use the 'Markup' icon ( ) in the Markup Toolbar, choose the option

Open and select the layer with the consolidated markup

Choose the 'Select' tool from the Markup menu.

The cursor changes into an arrow. Hover with the cursor over a markup, for example a text. The arrow can be black (markup from another person; not

editable) or grey (own markup; editable markup).

To transfer ownership for a markup, point with the (black) arrow to a markup and click keystroke SHFT + Mouseclick. The ownership is transferred to the current

user. No message is given and the change needs not to be saved. The arrow

changes to grey.

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Figure 53: Changing the ownership. Black arrow changed into grey

Now the markup can be edited or deleted as described in paragraph 3.4.3.

All markups in the layer can be reviewed in this way. When it is correct, nothing

need to be changed. When it must be edited or deleted, first the ownership must

be transferred before doing so. Save the changed markup with the save icon.

After a complete review, the remaining markups represent the comments by the

reviewers on a drawing or a document. This must be sent to the originator as a comment file. AssaiWEB can create a comment file from the markup layer and upload it as a

comment file automatically. This is discussed in paragraph 3.6.

It is possible to add a signature and some extra data to the front sheet of the document.

This makes the review official. This is discussed in the next paragraph

3.5.3 Add a Signature to a Front Sheet. With the final markup layer still open the responsible engineer can add a signature to the

markup, either on a special front sheet or on another place on the first page of the document. In this description it is assumed that a special front sheet is on the first page

of the document. Go to the first page of the document in Brava.

Click on the ‘Text’ tool of the markup tool bar.

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Figure 54: Select the 'Text' tool from the markup tools bar

Draw a rectangle behind the ‘Review Date’ and enter the review date.

Figure 55: Draw a rectangle and add the review date

Do the same for the return code. If needed change the font, size or colour.

Click on the ‘Image’ tool from the Markup tool bar.

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Figure 56: Select the Image tool and browse for the file with the image

Click on the Browse button to find the image with the signature or use the recently

used signature (displayed to the left of the Browse button.

When a signature has been selected, draw a rectangle on the document on the place where the signature should appear. The signature is placed on the front

sheet.

Figure 57: Adding a signature to the front sheet

Save the date, return code and the signature with the save markup icon ( )

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3.6 Exercise 6: How to Burn Markup

After the document or drawing has been reviewed and markup has been added and reviewed by the Responsible Engineer, the remaining markup must be published or

‘burned’ as the process is sometimes called. It is assumed that all markups has been reviewed and edited when needed and that only relevant markup exists.

The drawing/document is copied and the visible markup is also copied to this new file.

The original drawing/document is not affected. Be sure that all markups to publish are displayed on the screen, for example in a

consolidated layer. Open the document in Brava as described in paragraph 3.1

Click the Markup icon in the Brava Tool bar to open the Markup Menu ( ).

Choose the option 'Open' to open only the consolidated markup.

Select the desired markup file from the ‘Markup Open' window. The markup is displayed on top of the drawing/document.

To burn the markup into a new file, select the ‘Save and Publish’ option ( ) from

the Brava Toolbar.

There is only one option to select: ‘Publish to PDF’. Select this option.

A window with options opens. In general the default settings for these options can

be used.

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Figure 58: The Options window for publishing the markup to a PDF file

Click the ‘Publish’ button to burn in all visible markups to a new file. This file is

automatically added to the AssaiWEB document as a comment file.

As described above, the file with the burned markup is added as a comment file to the drawing/document. It is also possible to make the burned file a publish file automatically.

This means that the original publish file is replaced by the new file with the burned markup. The original publish file will still be available. When this option is chosen, make

sure that the publish file is sent with the external transmittal to the originator. Otherwise

the originator will not receive the redlined drawing/document The application manager can choose which option must be used. The choice is controlled

by a system parameter: PUBLISH_BURNED_REDLINE_FILE. If set to Y, a file is created with the ‘publish’ and ‘comment’ both indicator set to Y.

If set to N, a file is created with the ‘publish’ indicator set to N and the ‘comment’

indicator set to Y. This is the most common used setting.

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4. Brava Screen and Menus

The Brava screen consists of

a tool bar with all menu options for Brava,

a status bar and markup properties

a section with the file to review.

Figure 59: Main sections of Brava screen

4.1 Brava Tool Bar

Figure 60: Brava Tool bar

In the Brava Tool bar the following options can be found (see numbers above):

1 Markup indicator

Indicates whether markup layers already exist for the document. If not, the indicator

is not displayed. 2 Markup file

Opens the mark up menu to create new markup layers, view or review existing ones, etc.

3 Markup Save

Saves new or changed markup layer. This icon is only active when a new or changed markup layer exists.

4 Print Prints the file with the displayed markup layers.

5 Publish Markup Burns the displayed markup layers onto the document. In AssaiWEB this measn that

a new comment file is created for the document. This file is automatically uploaded

and linked to the document. 6 Measure

In Brava several tools are available for measuring distances on drawings and maps. 7 Select

The select tool is used to pick interactive elements in a document or drawing.

8 Fit to screen Fits the document to the screen size.

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9 Fit width

The Fit Width command changes the zoom level so that the entire width of the image appears in the window

10 Zoom factor Displays the zoom factor chosen. The pull down list allows a choice from a list of

predefined settings.

11 Pan To pan across an image, click the icon on the toolbar. Note that the mouse pointer

changes to a hand icon. Click and hold the left mouse button while dragging the mouse pointer in the direction to move the image.

12 Zoom window The zoom area can be changed by dragging a box, or window, around the area to

zoom in on. The area within the box will fill the image window. Click and hold the left

mouse button, then drag the mouse around the area which must fill the viewing area.

13 Zoom in/OUT Hold the left mouse button down while moving the pointer up and down to zoom in

and out of the image. Up increases magnification while down decreases it.

14 Magnifier The Magnifier tool opens a rectangular "magnifying glass" in the viewing window.

Use this tool to zoom into smaller areas on a larger image. Adjust the magnification by clicking and holding the left mouse button on the zoom adjustment handle.

Dragging upward increases magnification while downward decreases it. 15 Help

Opens the on-line help system for Brava.

4.2 Brava Properties Bar

All Brava markup tools have their own properties. These are displayed in the properties

bar. With it, the properties of the chosen markup tool can be changed.

Figure 61: Example of Brava Properties bar: the text properties

1. Markup tool indicator Indicates which markup tool has been chosen

2. Markup colour Chosen colour for the markup. Colours can be chosen with the drop down menu.

3. Markup Font

Chosen font for the markup. Choose a font from the drop down list. 4. Markup font size

Character size for the chosen font.. Choose another size using the drop down list 5. Text background

Sets the background colour for the text 6. Underline

Sets underline for text; click once to switch on; click again to switch off.

7. Italic Sets italic for text; click once to switch on; click again to switch off.

8. Bold Sets bold for text; click once to switch on; click again to switch off.

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4.3 Brava Markup Menu

Before a markup layer can be added or viewed, it must be created or opened. Therefore

the markup menu is used. It is opened by clicking the Markup icon ( ).

Figure 62: Main options in the Markup Menu.

The main options are:

1. New

Opens a new markup layer 2. Open

Opens an existing markup layer. When clicked, a pop-up window opens with all existing markup layers. Only one can be selected.

3. Save

Saves a new markup layer or a changed markup layer 4. Save As.

Saves the currently open layer to a layer with a new name 5. Save as DXF

Saves the current layer as a DXF file. 6. Close

Closes the currently displayed markup layer.

7. Open For Review Opens one or more layers simultaneously to make review possible. A list of all

available markup layers is displayed from which layers can be selected. Use CTRL+Mouseclick to select more than one layer.

8. Close Review

Closes one or more markup layers open for review. 9. Consolidate

Puts all markup layers opened for review into one markup layer. The markup layers opened for review are moved into the markup currently opened for edit. If

no markup is opened for edit, a new editable markup is created and all layers are transferred there. All markup files that were opened for review are closed after

the command is executed.

9

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4.4 Brava Markup Tools

To add markup to documents and drawings, different markup tools are available. In this paragraph a brief summary is given. The tools become visible when a new markup layer

is created or an existing one is opened. In the right hand section of the screen the markup tools menu opens.

Figure 63: The markup tools menu

The following tools can be used:

1. Select tool

Allows grabbing markup entities to move, copy, resize, reshape, delete, or change ownership.

2. Arrow pointer Allows the user to draw an arrow. Click the left mouse button on the point the

arrow must begin. Then hold the mouse button and drag to the end. Then release the button.

3. Text

Add a textbox with text to the markup layer 4. Changemark

This feature allows authors of markups to assign a placeholder and descriptive text and/or a hyperlink to a particular markup.

5. Image

Use this markup tool to insert external raster images (JPG, BMP, or

PNG) into the current markup layer. Once selected, images can be

resized and positioned.

6. Markup stamp

If Stamp Templates have been authored and saved, the markup stamp button is available on the Markup Toolbar. When clicked, a list of available stamp

templates is shown that can be added to the current markup layer. 7. Cloud

This stool allows for adding a cloud to the markup layer.

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8. Sketch

Use the Sketch tool to draw freehand shapes. 9. Line and other tools

Allows to draw lines, poly lines, curves, etc. in the markup layer. The different options for this tool can be opened, clicking the small arrow in the tools menu.

10. Shapes

Allows to add several shapes to the markup layer like rectangle, rounded rectangle, ellipse, etc. They can be filled or unfilled. The different options for this

tool can be opened, clicking the small arrow in the tools menu. 11. Redact

The Redact Area tool allows you to manually place one or more rectangular covers over areas of a sensitive or confidential document to block only certain

portions from being viewed, searched, or copied after the file is published to CSF,

PDF, or TIFF. 12. Highlight

Allows highlighting text in the document. Only available for files with selectable text.