FAQs & Common Navigation — Quick Reference
Use this guide to quickly find answers in the Item Schedule without digging through emails or documents.
Where do I find installation instructions and specs?
Answer:
1) Find the Location
Go to the Item Schedule and locate where the item will be installed (use the search bar or filters).2) Location-specific installation details
Click the Location to open the Location fly-in panel (left side).
This is where you’ll find location-specific notes, documents, specs, and markups.
3) Item installation documentation
Click the Item ID to open the Item fly-in panel (right side).
This is where you’ll find manufacturer installation instructions and technical documentation for the item.
Is this item used anywhere else in the project?
Answer:
Click the Item ID, then open the Locations tab to see every place that item appears.
Does this item require additional parts?
Answer:
Open the Item ID panel and check the Dependents section. This shows required accessories (such as shower arms or light bulbs).
What is selected at this specific location?
Answer:
Search for the room or location and click it. The left panel shows the item, notes, documents, and installation details for that location.
How do I export a schedule for a trade partner?
Answer:
Apply your desired filter to the schedule (eg. Division & Type), then click Excel or PDF in the top-right corner. Choose the details to include and download.
Has this item or location changed before?
Answer:
Open the Location Panel for location-specific history
Open the Item ID Panel for item-level history
Each panel tracks changes separately.
Are these items approved by the client?
Answer:
Switch to Status View and filter by Item Status. You can see what is approved, submitted, or still pending.
How many of these items are installed here?
Answer:
Open Quantity View to see counts by location. For spacing or placement, check Installation Notes in the location panel.
Where do I find location-specific documents and markups?
Answer:
Click the location and review the Documents and Images section in the left panel. Anything unique to that spot is stored here.
How do I submit a question or clarification?
Answer:
If it’s about one location, open the location panel and create an RFI.
If it’s about the item overall, create it from the Item ID panel.
What do the gray and orange comment icons mean?
Answer:
Gray dot = Past conversation (resolved)
Orange dot = Active RFI or open issue, information is still needed.
How do I know I’m viewing the latest plans?
Answer:
Go to the Plans tab and look for the version labeled Current. Older versions appear in the dropdown.
What does the DIA team handle vs. my team?
Answer:
Our goal is to provide one reliable system of record for design intent — so you can find answers fast and build from approved information.
What the DIA (Clarity) Team Handles
We manage the System of Record for design intent and make sure information is complete, current, and defensible.
Building and maintaining schedules
Organizing rooms, spaces, areas, and locations
Managing Item IDs and selections
Uploading specs and documents
Tracking changes and approvals
Identifying gaps and inconsistencies
Our system captures:
What was selected
Where it goes
When it changed
Who approved it
What documentation supports it
What Your Team Handles
Your team leads construction and decision-making.
We rely on you to:
Provide current plans and approved documents
Review information and make final decisions
Flag field conflicts
Ask questions when something is unclear
Use RFIs and comments
Reference schedules for planning
What should I check before installing anything?
Answer:
Always confirm:
Is it selected?
Are specs complete?
Is it approved?
Is the location clear?
Use location details, Item IDs, and status filters to verify.
Key Reminder
When in doubt, start with the Item Schedule.
Use filters, panels, and status views to get answers fast — without guessing or chasing emails.