Bluebeam QCQA Resource Guidelines - BB2201
From DelDOT CADD Wiki
Introduction
The following workflow shall be used to aid in the setup and utilization of the DelDOT QC/QA resources available in Bluebeam Revu. Please note that these resources are still under development and certain parts of this training require a licensed copy of Bluebeam. For internal employees, click here to request a licensed copy.
For those external to the Department that would like access to the resources, please contact DOT_CADDSupport@delaware.gov.
Accessing and Using QC/QA Resources
1. Initial Setup
Follow the instructions in Section 1 of the Bluebeam Resource Guidelines Wiki to learn how to load the DelDOT QC/QA Profile, calibrate page scale, and access the tool chest.

2. General Resources
This section will explain how to use resources from the DelDOT QCQA General Tool Chest. These items are ideal for smaller projects where the need to differentiate between types of items is not as great.2.1 Highlight Tool.
2.1.1. Click once on your selected highlight tool from the Tool Chest. ! See section 2.3 and 2.4 to learn about Identifier and Schedule Highlighters

2.1.2. Click once in an open area on the plan and drag your mouse to highlight freely. ! To highlight in a perfectly straight line, move the mouse horizontally or vertically to indicate direction, and then press and hold the Shift button while drawing.

2.1.3. If a plan is Vector-based or OCR has been run on the PDF, original text on the PDF plan will be selectable. Click and drag to select the text you wish to highlight. While still dragging, the selected text to be highlighted will appear blue.
Note: You will not be able to select text to highlight on older rasterized plans. ! r See the blue tool tip in section 2.1.2. to highlight in a perfectly straight line.

2.1.4. Once you let go of the mouse, the selected text will be highlighted accordingly.

2.1.5. To override the text selection feature and freely highlight over a portion of text, hold the Ctrl key while dragging the mouse around.

2.2 Cloud Tool.
2.2.1. Select the Cloud tool from the Tool Chest.

2.2.2. To enclose a rectangular area, click and drag to the desired size.
Note: you can hover over the element you want to snap to to precisely select points within plans. ! See sections 1.2.2 and 2.1 of the Bluebeam Resource Guidelines Wiki for more information on snaps.

2.2.3. To create a custom shaped cloud, click on the plan to place the first vertex. Continue placing vertices as necessary by clicking. To finalize the cloud, close the shape by clicking on the first vertex or double-click the left mouse button to automatically connect the first and last vertices.
Pressing the Ctrl + Z keys will undo the last vertex you placed, allowing you to fix the shape without completely restarting.

2.3 Identifier Highlighter (ID_).
2.3.1. Click once on your selected Identifier Highlighter tool from the Tool Chest. These are denoted by the ID_ prefix.

2.3.2. Click in the center of the identifier to place the identifier highlight.

2.4 Schedule Highlighter (SCH_).
2.4.1. Click once on your selected Schedule Highlighter tool from the Tool Chest. These are denoted by the SCH_ prefix.

2.4.2. Click on the left of the schedule row to place the schedule highlight.

2.4.3. To edit the length of a schedule highlighter, place the desired schedule highlighter on the plan and click to select it.See section 3.2. for more on Advanced Schedule Highlighters.
Note: The Advanced Tool Chest already contains schedule highlighters fitted for specific resource types. ! .See section 3.2. for more on Advanced Schedule Highlighters.

2.4.4. Click on the top right blue square, and drag to resize the schedule highlighter as desired. A black line will appear, indicating the new length.

3. Advanced Resources
This section will explain how to use resources from the DelDOT QCQA Advanced Tool Chest. These items are ideal for larger projects where differentiating between types of resources will aid in organization, or simply if the user prefers. ! .See section 4, Filtering Resources, to see how using advanced resources can aid organization.
Note: Please contact DOT_CADDSupport@delaware.gov with any requests to add additional Advanced Identifier Highlighters and/or standardized Advanced Schedule Highlighters to the Advanced Tool Chest.
3.1 Advanced Identifier Highlighter (ID_).
Advanced Identifier Highlighters function the same as General Identifier Highlighters, but allow users to specify what category an identifier falls under to aid in organization.
3.1.1. Follow the directions in section 2.3 to see how to use Advanced Identifier Highlighters. Be sure to use the desired advanced resource rather than the general one.

3.2. Advanced Schedule Highlighter (SCH_).
Advanced Schedule Highlighters come in various lengths to match the standardized schedule length for each category.
3.2.1. Follow the directions in section 2.4 to see how to use Advanced Schedule Highlighters. Be sure to use the desired advanced resource rather than the general one. ! See section 2.4.3 for more on adjusting lengths on schedule highlighters if none of the preexisting resources fit.

4. Filtering Resources
Filters allow users to separate and focus on specific resource types through either pre-existing categories, or custom keywords.
4.1 Pre-existing Filters.
4.1.1. Click on Filter List inside the Markups List panel. ! If you do not see the Markups panel, press Alt + L on your keyboard.

4.1.2. The Filter List button should turn orange. Open the list of pre-existing filters by clicking on the settings icon on the right side to access Saved Filters.

4.1.3. Select the filter you would like to use from the list of pre-existing filters. The filters grey out everything but markups matching the filter name (ex. QCQA Barrier greys everything but Barrier Identifier and Schedule markups on the plan). In this case, the Correction filter greys out all highlights besides those in red (correction). ! You are only able to have one pre-existing filter on at a time. See section 4.2 for creating a custom filter to have multiple filters on at one time.


4.1.4. To clear all filters, select the Clear All option at the top of the dropdown to return all markups to their original color.

4.2 Custom Filters.
Custom filters allow the user to specify desired keyword(s) to filter for. This is beneficial in a situation where the user is looking to isolate multiple resource types or keywords not provided on the pre-existing list.
4.2.1. Click on Filter List inside the Markups List panel. ! If you do not see the Markups panel, press Alt + L on your keyboard.

4.2.2. The Filter List button should turn orange. Open the list of available filters by clicking on the All field above the Subject column in the Markups List panel, and select Custom from the dropdown.

4.2.3. In the left dropdown, pick the Filtering Rule that best suits your needs. Enter the desired keyword in the Filtering Value space to the right. ! Please note that the keywords are case sensitive.

4.2.4. To filter multiple keywords, simply select the And or Or buttons on the left-hand side to add a new condition and keyword. Click the Apply button when finished. ! You will want to use Or most of the time. In the below example, And would require the Subject to contain both FES and Riprap.

4.2.5. Bluebeam will grey out all markups that do not match the conditions you set in the custom filter.

4.2.6. To clear all filters, click on the Custom tab at the top left of the Markups List panel and select Clear All from the dropdown.
