Matrise support

Instructions for each task in Matrise, grouped by product area.

Pages by role

Signing in, accepting an invitation, two-factor authentication, backup codes, password resets and signing out.

Adding sites, inviting people, and choosing who can open each site and at what access level.

Opening a site, moving around the overview map, map layers, basemap, legend, sharing a view and capturing an image.

Entering a scan position, looking around, walking between positions, the minimap and marking scans reviewed.

Blending the model with the scan, split view, element properties and links, render styles and deviation checks.

Measuring distances on the overview map and inside a scan.

Placing, filtering, commenting on and resolving pins, and exchanging them as CSV and BCF files.

Finding, adding and editing assets, linking them to the model, documents, history, spreadsheet import and COBie export.

Reporting problems, raising and finding work, the steps of a job, logging work, inspections, photos, failure codes and email notifications.

Maintenance tasks on asset types, schedules, checklists and tasks required by regulation.

The parts list, stock movements and purchase orders.

The vendor list, vendor certificates, and sending a job to an outside contractor by link.

The maintenance dashboard, its targets and the compliance report.

Failure codes, failure classes and the rule that corrective work needs codes to close.

The phone app: installing, signing in, your work, inspections and work logs, scanning labels, working offline and notifications.