Each Module provides a specific functionality. Only the core Server module is required. The rest are add-ons. Our system consultants will recommend Modules after they have studied your needs.

Server Module (required)

This is the basic Trix Organizer server which is a fully functional document management system in its own right.

Workflow and Task Management Module

Set process status tags to control access to, and editing of, documents based upon their status is your workflow.

The module is customized to reflect your rules and processes.

Example Workflow

External Access Module

A Web client that gives vendors, contractors and customers access to limited sets of drawings and documents.

Post announcements, subscribe to automatic notifications when changes are made to a document, manage mailing distribution lists and solicit pre-approval feedback.

Project Module

The Project Module enables large groups of documents to be assigned to Project and Sub-Project structures for the duration of finite projects.

Documents are checked out from the main archive to projects or created as new documents in the project. The advantage is that while smaller quantities of documents can easily be checked out or edited from the regular Trix Organizer tree, larger projects involving very many documents are more easily managed in their own tree structure. This also enables easier management of temporary access rights that are made available to contractors.

When a project is complete documents are returned to the main archive in 'as-built' or 'as manufactured' form.

Notification Module

A TO User with a Notification Module has the ability to subscribe to emailed change notifications for either a single document or the documents in an entire folder object.  They can do this by right mouse clicking on the document or object and selecting ‘Notifications’. The user can select the frequency with which they receive notifications (e.g. hourly, daily, immediate) and the type of changes to be notified (e.g. redline, metadata, version, file edit, all).

A tab named In-Box is available to Notification Module users. Clicking on this tab reveals a history of changes made to the documents in the user’s subscription. At the set interval TO will send all the most recent changes in this list to the user’s email.

Rendering Utilities Module

Converts original documents,  to raster or PDF images for distribution.

By distributing raster images instead of CAD files your intellectual property is protected and there is no chance of recipients making CAD edits.

Facilities Management Module

Links documents directly to assets and equipment records in FM Systems.

Icons representing specific asset types (fire extinguishers, printers, etc.) float over floor plans to show locations. Clicking on an icon brings up its FM records for viewing or editing.

This module can use an internal Trix Organizer symbol library or be linked to an external FM database using the Trix Organizer data exchange API.

Dynamic View Module

Automatically collects individual documents into an assembly tree depicting the documents associated with a building, project or piece of equipment.

Component Management Module

This enables documents to be linked to equipment identification data and vice versa. Users can see both a list of equipment or parts that relates to a document and a list of documents that relate to a piece of equipment. Equipment lists can be organized in a tree structure similar to the document organization tree.

Document Structure Module

Tracks document interdependencies and sub-documents. Provides alerts of consequences of changes. Enables you to build digital 'binders' of documents.

Drawing Numbering Module

Enforces naming and numbering conventions for the creation of new drawings and the import of existing drawings. Automatically populates number field using any required sequential numbering protocols.

Raster Edit Module

Edit raster images directly from within Trix Organizer. Manage symbol libraries.

Trix Organizer Personal Client

Trix Organizer application to run off-line on laptops for use in the field. Required documents are checked out into the subsidiary database, then uploaded and synchronized upon return.

The application uses the same interface as a regular on-line or networked Trix Organizer client. The set of documents that have been checked out from the Trix Organizer server are available for editing and markup while on the laptop. The documents appear as checked out to users of the master Trix Organizer so they can't be edited but they can still be viewed.