Guide
What each screen is, who can see it, and what every project switch actually does.
Every account has one access level. It decides which parts of the site exist for that person, before any project switch is considered.
| Access level | What they get |
|---|---|
| Admin | Everything, on every project, including the Administration screen. |
| Manager | The same as an admin, including Administration. |
| Engineer | Full working access, but only to the projects they are assigned to. No Administration screen. |
| Contractor | Read-only. They see the project's dashboard and whichever sections are switched on. They cannot test devices or import a snapshot. |
Two phrases are used below. Someone can work on a project if they are an admin, a manager, or an engineer assigned to it. Everyone else is a reader.
Open Administration → Projects, choose a project, and find the Contractor Portal box. Tick or untick, then press Save project.
These switches are about the Contractor only. They decide what the Contractor’s people may see and use. They never restrict Delmatic: an authorised Delmatic account with reach to the project keeps every piece of evidence the project holds, whatever is ticked here. Delmatic’s own operations — Device testing, Database checks, Snapshot import and drawing delivery — are not project settings at all. They follow who the account is, what it may do and whether the thing exists.
Four questions, and only four. Everything a Contractor who may open the project at all needs is included, so there is nothing to switch: the dashboard with its floor and module figures, their own reports, and whatever status drawings actually exist. History — Delmatic’s combined timeline of testing, Snapshots, engineering decisions and notes — is internal, and is not offered here at any setting.
The Administration button appears in the top bar for an admin or a manager only. An engineer or a Contractor never sees it.
The Contractor is the company that appointed Delmatic on the project. A Contractor finds Emergency, Snags, Drawings and Reports in the side panel, or under More on a phone, whenever the project offers them. Administrator, Manager and Engineer access counts only for people in the Delmatic company; anybody else sees the Contractor view.
The same project form contains Driver applicability. A template-wide rule means modules of that template do not require DALI drivers on any project. Administrators can change these global rules. A manager or administrator can also exclude one zero-driver module without changing the rule for the rest of its template.
This setting affects driver addressing only. Presence, photocell, switch and scene-set devices found on the graphics still require testing and still count towards progress and module completion.
Each switch belongs to one project. Changing it affects every person who uses that project.
| Switch | Default | What the Contractor gets |
|---|---|---|
| Snags | On | The Snags page, the snag figure at the top, the snag report types and the snag section of the progress report. |
| Inspectly snags | On | The Inspectly open-snag count and its link: the figure at the top, the note on the Snags card and the snag figure in the progress report. It is separate from Snags, so a project can show CommissionIQ snags, Inspectly snags, both or neither. |
| Pre-commissioning checks | Off | The Pre-commissioning page. Contractors mark luminaires Available and record whether each local control’s address dial matches the drawing on Drawings. Availability shows their marks. Drawings is the first tab. Redlines shows requests that need an answer. Availability includes the company record, Addressed without a snag. A linked open snag shows Snagged in red. Staff use Snag to raise a linked snag. Current marks and historical company figures are separate facts. |
| Timing schedules | On | The Lighting schedules card, and the matching report section. |
| Products | On | The Installed parts & product codes card, and its report section. |
| Emergency lighting | Off | With this on, the Contractor’s people on the project get the whole Emergency family at once: the Functional records, the Emergency Status report, the Emergency Work list and every proved Emergency drawing. With it off they see no Emergency at all — no page, no count, no row, no history line and no report. There is no separate Emergency drawing switch: a drawing is absent only when it is genuinely unavailable, and then the sheet still prints its text and says Drawing unavailable. |
| Include Duration results | Off | Sits under Emergency lighting. With it off, no Duration result, count, failure row, date, cause, history line, marker, report or download reaches the Contractor. Delmatic keeps every Duration result the project holds, and switching it back on restores them with no re-collection. |
These are not switches. A Contractor with a working account on a live project gets them, and a Delmatic account always did.
| Area | What the Contractor gets |
|---|---|
| Dashboard, Floors and Modules | The figures across the top, Progress over time, the floor commissioning scores and the module tracker. These are the figures the Contractor came for. |
| Generate reports | The Contractor may produce their own reports in the portal. What goes IN the report is still decided when it is generated, by the four switches above and the Emergency decision — so turning nothing on gives a report with nothing extra in it. Delmatic can always generate a Contractor-safe report and send it. |
| Status drawings | A proved status drawing is either available for the project or it is not. When one exists the Contractor may open it; when none exists there is nothing to publish. Whether drawings are generated at all remains a Delmatic operational matter. |
None of this is a project setting, and no Contractor setting can narrow it.
| Area | Who gets it |
|---|---|
| History | The combined timeline: grouped testing sessions, applied and undone Snapshots, successful syncs, authorised engineering decisions and the project notes, decisions, risks and handovers. Delmatic staff on the project. A Contractor has no History page, no link to one and no way to read its entries — the server refuses them, not just the menu. A Contractor’s Overview still says how current its own figures are. |
| Device testing | People who can work on the project. Recording a device as Pass, Pending or Not installed creates evidence, so it is never offered to a Contractor. |
| Database checks (engineering evidence) | The engineer-only workbench for drawing and database checks. Contractors cannot see its navigation, counts, findings or decisions, and it never appears in a Contractor report. Its findings never change commissioning progress or handover. |
| Snapshot import | Engineers, on a project set up to receive Snapshots. Uploading a Snapshot by hand, pairing a workstation and the automatic restore route. |
| Drawing delivery | Whether drawing PDFs are generated for this project and uploaded with its Snapshots. It decides whether the drawings exist, never who may see them. |
Nobody ticks a box to say that a project has emergency lighting. The Collector Snapshot says so. Above the Emergency switches, Administration shows a plain status line taken from the latest applied Snapshot of each source, for example Detected from the latest Snapshot · 485 Emergency devices.
That line is status, never a switch. Detecting Emergency makes the evidence available to Delmatic; it never publishes anything to a Contractor. Somebody still has to decide that, here.
The states are told apart on purpose, because they do not mean the same thing:
On a project with more than one database source, each source answers for itself. One source that could not be read never turns another source’s proved records into a zero.
A Contractor always receives the Contractor edition and is offered no choice. A Delmatic author chooses, on the Reports page, between Contractor and Delmatic internal. A new report starts as the Contractor edition.
Database checks are internal only, so choosing that report moves the edition to Delmatic internal.
The one that surprises people. There is no switch for the dashboard, for reports or for status drawings any more. A Contractor who may open the project gets the figures, may produce their own report and may open whatever drawings exist. The four switches decide what is added to that, and a report generated with all four off contains nothing extra. Delmatic still sees all of it, either way.
There are two separate layers, and they are easy to confuse.
They are linked in one direction only. If Timing schedules is off in the Contractor Portal, the report tick box cannot bring it back into a Contractor edition.
The main report keeps emergency totals and failure causes concise. When recorded emergency failures exist, an Emergency failures appendix starts on a new page near the end. It lists only affected sensors, with the floor, functional result, duration result and plain-language reason. Passed sensors are not repeated as rows.
If every other recorded test passed, the appendix says so. If any sensor has no result, the appendix instead says that no-result sensors are included in the earlier summary. The existing module list follows as the final appendix when it is selected.
The progress report toolbar has a Draft email button. Choose the report and drawing packs you plan to attach. The draft uses the current project figures and explains the selected files in a short email.
Review the text before you send it. The button copies text only. It does not send an email, add recipients or attach files.
Every driver and every control device counts once. A floor's score is simply how many of them are finished, divided by how many there are.
The overall figure at the top of the dashboard is the same sum taken across the whole project, not an average of the floor percentages. A floor with 400 drivers therefore moves it more than a floor with nine, which is what people expect when they look at a site.
Why there are no weightings. The score used to give driver addressing a fixed 70% and each device category 10%. That meant a single presence detector counted as much as three hundred drivers, and every time a new category was added the weights quietly shifted for everyone. Counting items keeps the same intent — addressing still dominates, because there are far more drivers than anything else — without any figures to maintain.
Emergency lighting does not affect the score or Modules complete. An emergency result records the condition of an emergency fitting. A valid failure shows that the system reported the fault correctly; it does not mean that Delmatic commissioning is incomplete. Emergency results stay visible on their own card, drawings and report section.
The Emergency failure code guide explains every documented Lightscape result code, who normally fixes it, and the steps to fix it.
Who fixes a failure. A fault in the fitting, its battery, its lamp or its DALI wiring is the Contractor's. A communications, configuration or test-sequence fault is Delmatic's. A Contractor account sees only the Contractor's failures, and a count of the rest. The Emergency score still counts every fitting.
Marking a failure fixed. Open a sensor in the failures table. The steps to fix it are on the left. Fix the fitting, add a note if it helps, and select Mark fixed. The failure then shows Ready to retest, so Delmatic knows it can retest it. A pass removes the failure. A new fail opens it again, with the earlier fix kept as history. The Work list sheets carry the same steps, so a printed sheet can be taken to the fitting.
The emergency failures table on the website shows the sensor, drawing floor, functional result and duration result. Selecting its floor opens one focused sensor on the emergency drawing. The general emergency drawing is different: it keeps Lightscape's own colours for every sensor and is not changed by the website marker layer.
What the recorded count means. The emergency graphic is added only after the fitting has been addressed and its short address has been calculated. The portal can therefore count the addressed emergency devices that have been recorded. It cannot count emergency devices that have not yet been added, so it does not show an emergency addressing percentage.
The Database checks page helps engineers find source errors without opening every drawing. It checks duplicate ordinary and emergency addresses, missing or repeated module graphics, repeated local controls and, after a controlled Lightscape proof, module group arrays.
Current issue is the default view. The side card names the check, module, short address and affected graphics. A static red exclamation marker identifies each proved drawing position for the selected fault.
Show markers starts on. Turn it off to inspect the original drawing under every marker, then turn it on to restore the same locations. The side card stays visible. Opening another issue or reopening the viewer turns the markers on again. Markers do not pulse.
What changed? is optional. It compares compatible Collector Snapshots to explain what changed before the issue appeared. It does not replace or resolve the current issue. For example, Unassigned → Short address 12 means that the graphic previously had no recorded short address and now has short address 12. It does not mean that an outstanding issue was fixed.
Two different questions. Current issue shows where the fault is now. What changed explains the earlier evidence that may have caused it. Snapshot history remains separate from the current fault.
| Marker | Meaning |
|---|---|
| Teal + | New progress. A recorded state moved forward, such as Unassigned to Short address 12. |
| Red ! | Fault location in Current issue. In What changed?, it means New fault: a fault appeared, or a previously good result became a fault. |
| Green check | Fault resolved. A fault shown in the earlier evidence is no longer present. |
| Blue dot | Tested again. A new test was recorded, but the result stayed the same. |
| Purple diamond | Graphic changed. A graphic was added, removed, renamed, or moved on the drawing. This is not a pass or fail result. |
| Amber arrows | Address changed. A fitting was returned to and given a different short address. Real work, but a return visit rather than first-time addressing, so it never counts as new work. |
Show on drawing beside a change in the side list takes you to it. The drawing centres on that marker and zooms in far enough to read the address. If you are already looking closer than that, the zoom is left alone.
The other markers stay where they are. The one you asked for is outlined so you can pick it out among them.
The change list itself folds by type. Each heading names the type and how many there are, so you can see what kinds of change a floor holds before reading any of them. A short list stays open, and the group holding the change you asked for opens itself.
Show markers remains the master switch: it hides or restores every marker at once, without moving the drawing and without hiding the teal new work layer. Show new work beside it does the same for the teal layer on its own, so you can read what is underneath it and then bring it back. Markers opens an icon palette. Select any combination of marker types. Change list hides or restores the side panel without changing the drawing.
Everything follows one selection. The markers on the drawing, the count beside Changes, the entries in the side panel and the marked download always show the same thing. Clearing a type removes it from all four together. Opening a different drawing turns the markers back on and reselects every type you are permitted to see.
The change markers, the Changes view and Compare change markers with are available to Delmatic only. A contractor's status drawing shows areas, snags and new work, with a short key for those three.
New work means two things and nothing else. A fitting that was not addressed is now addressed. A local control that had not passed its test has now passed.
Returning to a space is never new work, however real that work was. That covers reassigning a DALI group, changing a short address, moving a graphic, and deleting and redrawing a graphic. Nobody reading the drawing later can tell whether the reason was a client change or a Delmatic correction, so it is not presented to a contractor as progress.
A fitting drawn for the first time does count, but only when its short address is also new to that floor. A fitting whose graphic was redrawn under a different DALI group keeps its short address, so it is not counted twice.
Four kinds of change are engineering detail: Graphic changed, Fault resolved, Tested again and Address changed. Each has its own marker on the drawing and its own item in the Markers palette, so you can show or hide each type.
Amber continues to mean outstanding work. A teal highlight marks a graphic that was newly addressed, or newly tested and passed, between the drawing package you are looking at and the one immediately before it. Work finished in an earlier package is left as it was, so teal always answers the question “what happened this time?”
The first package for a project carries no teal, because there is no earlier package to compare against. Where a recorded change has no proved position, it is listed as Exact drawing position unavailable rather than being placed at a guessed location. Affected floor rows carry a New work chip and a short count, such as 9 drivers addressed.
Current failures shows one static red exclamation marker for each recorded emergency failure with a proved position on that floor. When a failure is cleared it simply stops appearing in the next package; the contractor view does not show green resolved markers.
Switch on Previous drawing to lay the previous package's drawing over the one on screen. The previous drawing appears as pink line work on top; the current drawing keeps its full colour underneath, so both read at once. Only the lines, symbols and text of the previous drawing are used. Its coloured zone fill is left out, because a fill would simply cover the drawing you are comparing it with.
Overlay strength beside it sets how solid the pink is, from 20 to 200 per cent. Turning it up fills in the fainter lines; it never brings the coloured fill back, because which marks count is decided by how dark they are, not by how strong the pink is.
Switch off Current drawing to inspect the previous drawing by itself. The viewer then shows the complete previous drawing in its original colours and hides marks that belong to the current drawing. Switch the current drawing on again to return to the comparison.
Nothing is loaded until you tick it, and untick lifts it straight off. The control appears only when the previous package actually holds that floor. If the two drawings are not the same size they cannot be laid over each other, and the viewer says so rather than showing something that lines up nowhere.
Zoom sits on the drawing itself, at the bottom right. With a mouse there are Zoom in and Zoom out buttons and a button that fits the whole sheet in the window. The mouse wheel zooms about the pointer, and Shift with a drag zooms to the box you draw. With a finger only the fit button is shown: pinch to zoom, double-tap to zoom in, tap with two fingers to zoom out, or double-tap, hold and slide up or down.
Selecting an older package restores that package as one consistent set of evidence: its floor figures, outstanding totals, new work, emergency results, drawing files and any limitations recorded at the time. Today's figures are never substituted. If part of the retained evidence is unavailable, the viewer says so rather than filling the gap with current numbers.
Download PDF gives the full-size drawing at its original page size and orientation. A status drawing carries the teal new work layer for the selected package; an emergency drawing keeps its original Lightscape colours and carries no website markers.
Download PDF with markers gives the same full-size drawing plus exactly the markers showing on screen. It is unavailable while markers are hidden, while no type is selected, or when no proved marker remains. Marked files are named <drawing name> - with markers.pdf.
Downloads started from the drawing list — the Download button on a row, and the ZIP packs — carry the teal layer only when the New work highlights — Include in progress ZIP switch is on. It starts off, and it appears only on a package that has new work. Downloads started inside the viewer always match what is on screen instead. The progress ZIP does not include snag marks. Use the separate Download snag ZIP action when the pack must show snags. Change markers are never added to a pack automatically. Both files are built in your browser as you ask for them; nothing extra is uploaded or stored.
Open a drawing card to review its current version. In the viewer, select Mark availability to record checks. The card checkbox selects a PDF download and does not open the drawing.
Select drawings and use Download selected PDFs to save dated copies with recorded availability marks and redlines. One drawing downloads as a PDF. Several drawings download as a ZIP. Each PDF keeps the original drawing paper size and print scale. A separate drawing key shows the version, export date and mark meanings. Open redlines say Waiting for Delmatic. Available does not mean commissioning is complete. Unsaved marks are not included.
If a selected drawing is missing or changes during the download, no files download. The page gives the reason. Select the drawings again and retry.
The phone navigation keeps Overview, Test, Checks and More close to your thumb. Destinations you cannot use are absent. Reports can be a primary destination for reporting roles. More groups End Visit, Closeout, Snapshot imports, Administration, help and account actions.
The portal remembers the last valid project, page and Test filters for each signed-in user. If access or source options change, it returns safely to the Overview. Reset remembered context removes preferences only; it never removes cached project data or results waiting to synchronize.
A result is held on this device for at least five seconds before upload. Choose Undo during that grace period to restore the exact previous state. After synchronization, make a correction by recording another result; synchronized history is never deleted. Next pending moves through the current floor, module and search scope without making the row under your finger jump away.
More on a device offers an optional quick reason, note and the existing online-only Reassign action. Queues belong to the signed-in user and project. A legacy queue is quarantined and needs explicit ownership confirmation before recovery.
Needs attention is a bounded summary. Action Center loads the detailed authorized worklist only when opened and groups or filters the same source evidence. Inspectly remains a summary link: the portal does not invent snag records it does not own. Zero, stale, unavailable, disabled and summary-only are deliberately different states.
In a Snag drawing, staff select New snag. Choose Select graphics. Click a graphic or drag to select several. Each new window adds to the selection. Turn Select graphics off to pan and keep the selection. The switch is in the Select graphics row under the drawing. Pinch zoom works in each mode. A second finger cancels the selection window. Use the selected count to open the list. Use Remove to remove unwanted graphics. Use Hide list to restore drawing width. The selection stays. Each selected graphic gets its own snag number and normal snag record.
Choose Annotate drawing to open the normal snag form with the current floor. Complete the form and select Create and place on drawing. Use Spots, Corners or Rectangle to mark the fault with taps. A touch drag pans without placing a mark. A temporary selection pauses annotation. Turn it off to restore the same snag and unfinished points. Cancelling the chooser or form creates no snag.
Click a snag mark to open its details. Close details gives the drawing its width back. In the details panel, Move mark, Edit marks and Place on drawing change a manual snag mark. View contains drawing filters and visibility choices. More contains downloads.
Active tools stay below the drawing. Selected graphics use a side panel. On a phone, the list opens below the drawing. Close it to see more drawing.
The current project's drawings prepare in the background. The preview shows Preparing…, then Available offline when the drawing and its site tools are ready. Keep the app open and connected while it prepares. No offline switch is needed. Saved drafts and pending work stay on this device after a refresh or closing the browser. They send when the connection returns.
Notes can keep text, annotated photos and drawing extracts offline. AI write-up, assignment, deletion and changing an existing snag's availability link need a connection. Check pending work after reconnecting. Keep the saved work if the server asks for review. Clearing the browser's site data removes local copies and unsent work.
A snag created from an availability mark shows Linked to availability mark. Staff can use Change availability mark to select another Available luminaire mark on the same floor. This needs a connection. The snag keeps its number, status, notes, evidence and assignment. Its history keeps the old and new marks. The historical Addressed without a snag figures use the corrected association and the original snag time. The contractor's mark and history stay unchanged.
The snag follows the same proved graphic. Its original details and position stay in its history. Graphic missing means the link cannot be proved. Staff can use Change graphic to choose a replacement on the same floor. Staff can complete a snag with the reason Removed.
Open History from the navigation or from More. The page uses an immutable Project Update made from one successful synchronization. It shows the current value, change from the previous comparable synchronization, a seven-day comparison when one is available, evidence freshness, and known limitations. A baseline means that no earlier comparable update exists. It is not a zero change.
The Project Journal keeps site notes, decisions, risks and handovers beside system-generated update entries. Use search or the type, author, date, floor, module and linked-work filters to find an entry. A correction creates a new audit revision. Archiving hides a human entry from the normal list but does not delete its history.
Select human journal entries before you use Copy update, Download Markdown, or Print or save as PDF. All three outputs use the same authorized Project Update. Each output names its update, sync, scope, calculation version, freshness and limitations. A connection is required for journal changes and for a new export authorization check.
Reports offer one configurable Commissioning Progress report. It starts with headline figures, progress by floor, progress over time and an authorized Snag summary when those sections are available. Select the supported sections that the report needs. Older saved report links remain safe inputs. They cannot add content that the current account or project cannot use.
Reports also offer Snag records, a Snag Work list for action and a Snag Status report for lifecycle oversight. The Work list starts with Snagged and Reopened records and has no Created-date limit. You can create it from the current Snags filters or enter Select mode to choose records. Selected records stay selected when a filter hides them. Use Print n records for a quick combined document, or Report options… to carry the exact selected scope to Reports.
Snag records use the same authorized report model for one or many records. Open one snag and select Print record. A formal record pack can include one shared cover. It can include the focused drawing location and status evidence. Evidence photos print up to two per page and can be left out. Notes and file details remain. Optional drawing pages use a whole-floor locator and readable detail views. They contain only the snags included in that report. A missing or replaced mark is stated; no position is guessed.
Engineers can create a Database Checks Report. Use Select on Database checks to choose one or more findings, or open Report options… to use the current filters or all active authorized findings. The formal report is a concise text list grouped by check type by default. Accepted findings are optional. Resolved history, drawings, photographs, assignment and repair advice are not included.
Emergency Lighting offers two reports. Emergency Status starts with a summary. Its detailed failure schedule is optional and lists recorded failures only. Emergency Work list includes fittings that have a recorded failure, still require a result, or both. Use Select on the Emergency page for quick coverless work sheets or to carry an exact scope into Report options….
Each illustrated Emergency work sheet uses the current authorized Emergency drawing. It shows a whole-floor locator above a larger focused detail. If an exact position or drawing is unavailable, the safe text work item remains and no blank drawing frame is printed. Report marks and crops exist only in browser memory. The source drawing is not changed.
After a Work list is generated, Download full-size marked drawings creates an authorized ZIP. The PDFs keep the source sheet size and vector quality. For example, a printer can fit an A0 source sheet onto A3 paper. The ZIP is built on the device and is not stored in Supabase.
A copied link is live and authenticated: it grants no membership and contains no report data, notes, signed URLs or credentials. Browser Print / Save as PDF remains the supported PDF route. Direct PDF is deferred because the static browser implementation has not proved every parity, privacy, authorization, accessibility and reliability gate.
End Visit computes a dated draft from current authorized evidence. It never sends or stores a visit record automatically, and it says clearly when local results are waiting. Closeout checks current evidence without changing it. Completion documents and drawing downloads remain separate, explicit actions.