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How-Tos

Step-by-step guides for common tasks

Support Center›How-Tos

New & Improved Data Imports in Ei Everywhere!

This article outlines the process of uploading data into Ei. Common use cases for this in Ei is for Asset Information, Scope Items, or Blind Lists.

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CAD Uploads and Versioning in Ei Everywhere

Keeping your facility's plant data current is essential for a reliable and valuable user experience. This article walks you through how to self-maintain your CAD files as Management of Change (MOC) updates occur, ensuring that all existing CAD links, hotspots, and markups carry forward to the latest drawing revision.

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How Tos

Basics of Workflows in Ei

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How Tos

Setup Teams and Ei Standard Templates

Examples of how to setup Teams to accomplish various use cases in Ei Everywhere, as well as examples of best practices!

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How Tos

Ei Everywhere Walkdown Mode

This is a guide to Ei Everywhere's Walkdown Mode use case, specifically focused on Supervisors, Admins, and Power Users.

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How Tos

Invite your colleagues to Ei Everywhere

Use Ei's invite button to have your colleagues join your Team in Ei Everywhere

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How Tos

Hotspotting P&IDs in Ei Everywhere

A useful tool that allows a non-smart P&ID to have CAD object's functionalities.

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How Tos

Changing your Language Preferences

Ei Everywhere can support English, Spanish, and Portuguese.

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How Tos

Notifications for Forms in Ei Everywhere

How to turn on notification for form changes and additions in Ei Everywhere

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How Tos

Enable Azure SSO for your Organization

How to enable Azure SSO.

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How Tos

Chat and Communicate with your Team

Bring the communication to the jobs and assets you're working with.

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How Tos

Add or Edit a Team, Layers, or Types

How to add your (or your teams) own place in Ei Everywhere to work independently

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How Tos

Notifications via Email and Text Message

Get notified about changes to objects and layers you care about with Ei Everywhere email or text message notifications

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How Tos

How to Add Points of Interest (Asset or Pin)

Add a pin or identify an asset in either the 2D or 3D views of Ei Everywhere

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How Tos

Overview of Ei Properties for Teams/Layers

How to setup properties for your use case, including required/optional fields, default values, and inheritable properties.

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How Tos

Placing Pins, Geolocating Objects in 3D, and Linking to CAD Drawings

How to Place a Pin, Link it to CAD, and Geolocate a pin (with the example of a LOTO point).

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How Tos

System Highlighting In Ei Everywhere

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How Tos

Building LOTO Packages that cross Multiple P&IDs and "Print All CAD Markups"

This article will help show you how to carry your System Isolation Packages over to multiple drawings and how to print packages out of Ei!

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How Tos

Relating a Blind to Multiple Packages

Learn how to link a single blind to multiple packages so it can be associated with both Operations and Maintenance workflows.

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How Tos

How to Setup Isolation Packages & Blinds

Learn how to create system isolation packages and link blind points using the Hierarchy tab in a step-by-step, visual-style guide.

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