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Transcript
00:01
Creating Custom Project and Shared Parameters in Schedules.
00:05
Additional building design information can be added to Schedules by creating Custom Parameters.
00:11
In this video, we'll create a Project Parameter with a Yes or No option to identify rooms that have patient access.
00:19
We'll also add a Shared Parameter to identify restricted access rooms.
00:24
While we're focusing on a room schedule, the methodology for creating parameters in any Schedule is the same.
00:33
I'm working in the Small Medical Center project in the Ground Floor Plan View.
00:38
I want to create a Room Schedule.
00:41
In the Project browser, I'm going to right click on "Schedule Quantities" and select "New Schedule Quantities".
00:52
In the New Schedule dialog box, I'm going to set the Filter list to "Architecture" and then I'm going to select rooms from the list.
01:02
I'm going to name this "Rooms By Use".
01:07
This is a building component. So, we're going to schedule building components.
01:11
We're going to do it in a new construction phase and click "OK".
01:16
Now in Schedule Properties, I'm gonna add a couple of basic ones, the number and the name of the room.
01:22
I'm also gonna add in building area.
01:25
This is a Project Parameter that was created in an earlier video.
01:31
I'm now going to sort and group by the building area with a header, and then I'm going to sort and group by the number.
01:39
This will make a good basic schedule for us.
01:43
So I don't need the building area column, so I'm going to right click and select "Hide Column".
01:50
Now I have my number and my name, I have my two building areas, the Health Center and Urgent Care, and I'm ready to create new parameters.
01:59
In Properties besides Fields, I'm going to click Edit.
02:05
This opens a Schedule Properties dialog box.
02:08
I have three tools that I can use, New Parameters, which I'm going to show here.
02:13
Add Calculated Parameter and Combine Parameters, which we’ll investigate in separate videos.
02:21
I'm going to click New Parameter.
02:25
In the Parameter Properties dialog box, you can select to create either a Project Parameter, which can appear in schedules but not in tags,
02:33
or a Shared Parameter.
02:36
Let's first create a Project Parameter.
02:39
In the Parameter Data Area Type, I'm going to type in the name Patient Access.
02:45
We want to be able to use this to identify any rooms where patients will be.
02:50
For example, you may want to know which rooms you need to clean more thoroughly.
02:56
This discipline is common, and I'm going to set the Type of Parameter to Yes or No.
03:02
You'll notice that this is by default an Instance Parameter, and that Add to All elements in this category is automatically selected.
03:12
This is because when you are working through a schedule knows which category you're in.
03:18
I'm going to click "OK", and apply this now to my Schedule.
03:23
A Yes or No is automatically by default a Yes, but it doesn't actually display until you check it.
03:30
So I can check the rooms where I believe that they will be patient access, the entry, the lobby.
03:36
There's not gonna be any patients on the second floor so that they don't need the elevator.
03:42
But again, we'll go down and pick patient restroom and patient corridor.
03:47
And then, of course, all the consulting and exam rooms.
03:58
There are no patients allowed on the second floor, so we don't need to add any there.
04:03
But in Urgent Care, we do have a few places.
04:05
Outpatient center, the treatment room, of course, X-Ray, patients will need to be in their triage.
04:13
They'll also be in there so we can have those as patient access.
04:18
Now I'm ready to create another parameter.
04:21
So, back in Properties, I'm going to click on Edit Beside Fields and use the New Parameter button again.
04:29
And this time I'm going to select Shared Parameter.
04:33
Click the Select button and then from a list of Parameter Groups, you can choose the Parameter Group first.
04:41
I have a couple here, I'm going to use access, and then you can select a parameter.
04:45
In this case, Restricted is the only one I have.
04:49
You'll notice that it automatically fills in the information and the type of parameter.
04:55
I can change the group parameter.
04:57
Because I want this to be an Instance Parameter, I need to click Add to All Elements in the category and then Click “OK”.
05:07
Once again, you can see I have a new column, it's restricted.
05:11
And then I can come in and use my check marks to describe which one is restricted.
05:17
So, in this case, the pharmacy, the Lab, X-Ray developing only certain people can go into those areas,
05:24
so that's where we want to go ahead and have the restricted information.
05:30
Now what do I do with these?
05:32
Well, the best thing right now or the simplest thing right now is actually to use these as a Filter.
05:37
So, I'm going to Filter by the Patient Access equals Yes.
05:45
And this gives me a list of the rooms when I scroll up off the rooms that have patient access.
05:51
So I could quickly give this, hey, here is a list of rooms that needed have significant cleaning because patients have been in them.
05:59
I can use the same thing and show Restricted Access equals Yes.
06:05
Click "OK", and you can see my much more limited restricted access.
06:10
In this case, it would be easy enough to know that list.
06:12
But if you had a full hospital, you might need more.
06:15
So, I'm going to set the Filter back to None.
06:18
You can see now how useful creating Custom Parameters for schedules can be for leveraging the information stored by the building elements.
Video transcript
00:01
Creating Custom Project and Shared Parameters in Schedules.
00:05
Additional building design information can be added to Schedules by creating Custom Parameters.
00:11
In this video, we'll create a Project Parameter with a Yes or No option to identify rooms that have patient access.
00:19
We'll also add a Shared Parameter to identify restricted access rooms.
00:24
While we're focusing on a room schedule, the methodology for creating parameters in any Schedule is the same.
00:33
I'm working in the Small Medical Center project in the Ground Floor Plan View.
00:38
I want to create a Room Schedule.
00:41
In the Project browser, I'm going to right click on "Schedule Quantities" and select "New Schedule Quantities".
00:52
In the New Schedule dialog box, I'm going to set the Filter list to "Architecture" and then I'm going to select rooms from the list.
01:02
I'm going to name this "Rooms By Use".
01:07
This is a building component. So, we're going to schedule building components.
01:11
We're going to do it in a new construction phase and click "OK".
01:16
Now in Schedule Properties, I'm gonna add a couple of basic ones, the number and the name of the room.
01:22
I'm also gonna add in building area.
01:25
This is a Project Parameter that was created in an earlier video.
01:31
I'm now going to sort and group by the building area with a header, and then I'm going to sort and group by the number.
01:39
This will make a good basic schedule for us.
01:43
So I don't need the building area column, so I'm going to right click and select "Hide Column".
01:50
Now I have my number and my name, I have my two building areas, the Health Center and Urgent Care, and I'm ready to create new parameters.
01:59
In Properties besides Fields, I'm going to click Edit.
02:05
This opens a Schedule Properties dialog box.
02:08
I have three tools that I can use, New Parameters, which I'm going to show here.
02:13
Add Calculated Parameter and Combine Parameters, which we’ll investigate in separate videos.
02:21
I'm going to click New Parameter.
02:25
In the Parameter Properties dialog box, you can select to create either a Project Parameter, which can appear in schedules but not in tags,
02:33
or a Shared Parameter.
02:36
Let's first create a Project Parameter.
02:39
In the Parameter Data Area Type, I'm going to type in the name Patient Access.
02:45
We want to be able to use this to identify any rooms where patients will be.
02:50
For example, you may want to know which rooms you need to clean more thoroughly.
02:56
This discipline is common, and I'm going to set the Type of Parameter to Yes or No.
03:02
You'll notice that this is by default an Instance Parameter, and that Add to All elements in this category is automatically selected.
03:12
This is because when you are working through a schedule knows which category you're in.
03:18
I'm going to click "OK", and apply this now to my Schedule.
03:23
A Yes or No is automatically by default a Yes, but it doesn't actually display until you check it.
03:30
So I can check the rooms where I believe that they will be patient access, the entry, the lobby.
03:36
There's not gonna be any patients on the second floor so that they don't need the elevator.
03:42
But again, we'll go down and pick patient restroom and patient corridor.
03:47
And then, of course, all the consulting and exam rooms.
03:58
There are no patients allowed on the second floor, so we don't need to add any there.
04:03
But in Urgent Care, we do have a few places.
04:05
Outpatient center, the treatment room, of course, X-Ray, patients will need to be in their triage.
04:13
They'll also be in there so we can have those as patient access.
04:18
Now I'm ready to create another parameter.
04:21
So, back in Properties, I'm going to click on Edit Beside Fields and use the New Parameter button again.
04:29
And this time I'm going to select Shared Parameter.
04:33
Click the Select button and then from a list of Parameter Groups, you can choose the Parameter Group first.
04:41
I have a couple here, I'm going to use access, and then you can select a parameter.
04:45
In this case, Restricted is the only one I have.
04:49
You'll notice that it automatically fills in the information and the type of parameter.
04:55
I can change the group parameter.
04:57
Because I want this to be an Instance Parameter, I need to click Add to All Elements in the category and then Click “OK”.
05:07
Once again, you can see I have a new column, it's restricted.
05:11
And then I can come in and use my check marks to describe which one is restricted.
05:17
So, in this case, the pharmacy, the Lab, X-Ray developing only certain people can go into those areas,
05:24
so that's where we want to go ahead and have the restricted information.
05:30
Now what do I do with these?
05:32
Well, the best thing right now or the simplest thing right now is actually to use these as a Filter.
05:37
So, I'm going to Filter by the Patient Access equals Yes.
05:45
And this gives me a list of the rooms when I scroll up off the rooms that have patient access.
05:51
So I could quickly give this, hey, here is a list of rooms that needed have significant cleaning because patients have been in them.
05:59
I can use the same thing and show Restricted Access equals Yes.
06:05
Click "OK", and you can see my much more limited restricted access.
06:10
In this case, it would be easy enough to know that list.
06:12
But if you had a full hospital, you might need more.
06:15
So, I'm going to set the Filter back to None.
06:18
You can see now how useful creating Custom Parameters for schedules can be for leveraging the information stored by the building elements.
Pracitice: Creating custom project and shared parameters in schedules
Additional building design information can be added to schedules by creating custom parameters. In this practice you will create a project parameter with a Yes/No option to identify rooms that have patient access. You will also add a shared parameter to identify restricted access rooms. While this practice focuses on a room schedule, the methodology for creating parameters in any schedule is the same.
Task 1: Create a schedule and a Project Parameter
1. Open the Small Medical Center-New Parameters.rvt project in the GROUND Floor plan view.
2. In the Project Browser, right-click on Schedules/Quantities (all) and select New Schedule/Quantities…
3. In the New Schedule dialog box set the Filter list to Architectural and select Rooms. Type in the Name: Rooms by Use. Verify that Schedule building components is selected, as shown below, and click OK.
4. In the Schedule Properties dialog box, add the following fields to the Schedule fields (in order) list: Number, Name, and Building Area, as shown below.
5. In the Sorting/Grouping tab, Sort by Building Area with a Header and then by Number, as shown below.
6. Click OK to view the schedule.
7. Right-click on Building Area and select Hide Columns, as shown below.
8. In Properties, in the Other group, beside Fields, click Edit…
9. In the Schedule Properties dialog box, on the Fields tab, click (New Parameter).
10.In the Parameter Properties dialog box, select Project parameter.
11.In the Parameter Data area type in the name Patient Access, set the Type of Parameter to Yes/No, as shown below. Notice that Add to all elements in the selected categories is automatically selected. This is because you are working within a Room Schedule and the parameter is assigned to that category.
12.Click OK.
13.Click OK again and you can see that the new column is defined, and the option is a check box.
14.The default option to a Yes/No parameter is Yes – you can see the checks display but are grayed out. Select the rooms that are accessible to patients, as shown below. No rooms on the second floor are accessible. Only a few in the Urgent Care area are accessible to patients.
15.Save the project.
Task 2: Create a Shared Parameter
1. In Properties, beside Fields click Edit…
2. In the Schedule Properties dialog box click (Add Parameter).
3. In the Parameter Properties dialog box, select Shared parameter and then click Select…
4. If a warning displays saying that the shared parameter file does not exist, click Yes to choose a new file.
5. In the Edit Shared Parameters dialog box under Shared parameter file: click Browse…
6. Open the Practice Dataset folder that you downloaded and select Facilities Parameters.txt and click Open.
7. In the Shared Parameters dialog box set the Parameter group to Access and select the parameter Restricted, as shown below, and click OK.
8. The Parameter Data is automatically applied from the shared parameter. Select Add to all elements in the category, as shown below.
9. Click OK twice to close the dialog boxes.
10.In the Schedule view, scroll down to the Urgent Care part of the schedule and select Pharmacy, Lab, and Xray Developing, as shown below. These are Restricted areas even to other staff.
11.Now you can use these parameters to filter the schedule. In Properties, beside Filter click Edit…
12.In the Filter tab Filter by: Patient Access > equals > Yes, as shown below. Click OK.
13. The schedule just shows the items where patients have access, as shown below.
14. Save the project.
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