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Compass Create

Manual
02/11/2013
Co m pass Create Ma nu a l CONTENTS

Contents

Introduction W E B A P P L I CAT I ON W OR K F L O W Appli c a t i o n D e t a il s


1.1.1 How to use this manual 4.1.1 Recommended Start-to-Finish Workflow Web Application Home Section
(Overview)
1.2.1 What is Compass Destination 6.1.1 Things you can do in the Home section
Management? 4.2.1 Setup
6.2.1 Component Glossary
1.3.1 System Overview 4.3.1 Customize screens
1.4.1 Web Application Overview 4.4.1 Configure keypad (optional) Web Application Create Section

1.5.1 Stand-alone Application Overview 4.5.1 Configure directory (optional) 6.3.1 Things you can do in the Create section

4.6.1 Preview & Save 6.4.1 Component Glossary

B e f o r e y o u s ta r t 4.7.1 Schedule Web Application Schedule Section


2.1.1 Identify Call Fixtures 6.5.1 Things you can do in the Schedule section
2.2.1 Prepare Content STAND - A L ONE A P P L I CAT I ON 6.6.1 Component Glossary
W OR K F L O W
Stand-alone Application
5.1.1 Recommended Start-to-Finish Workflow
DES I G N C o n s i d e r a t i o n s (Overview) 6.7.1 Things you can do in the
3.1.1 Anatomy of Call Fixture Stand-alone application
5.2.1 Setup
Interface Screens 6.8.1 Component Glossary
5.3.1 Customize screens
3.2.1 Basic Screen Design Tips
5.4.1 Configure keypad (optional)
Editing Tools
5.5.1 Configure directory (optional)
5.6.1 Preview & Save 7.1.1 Basic mode

5.7.1 Schedule 7.2.1 Advanced mode

Compass Create Manual 2


CONTENTS
1
S E C T I O N

Introduction
1.1.1 How to use this manual
1.2.1 What is Compass Destination Management?
1.3.1 System Overview
1.4.1 Web Application Overview
1.5.1 Stand-alone Application Overview

Compass Create Manual


S e ctio n 1 I n trod u ctio n CONTENTS

1.1 1.2 1.3 1.4 1.5

How to use this manual


Interactive features

C o m pa s s C reat e ma n u a l CONTENTS
Upper right-hand green Upper left-hand area of interior pages
Contents area displays a link back displays section and sub-section indicators.
to the full Contents page, Click on the Section title to navigate back to
1.1.1
IntroductIon
How to use this manual 4.1.1
W e B a P P L I c at I o n W o r K f L o W
Recommended Start-to-Finish Workflow
a P P L I c at I o n d e ta I L s
Web Application Home Section
as well as a forward and the blue section divider page. Click on any
1.2.1 What is Compass Destination
Management? 4.2.1
(Overview)
Setup
6.1.1
6.2.1
Things you can do in the Home section
Component Glossary
backward arrow to advance of the blue sub-section boxes to skip to the
1.3.1 System Overview 4.3.1 Customize screens
1.4.1
1.5.1
Web Application Overview
Stand-alone Application Overview
4.4.1
4.5.1
Configure keypad (optional)
Configure directory (optional) 6.3.1
Web Application Create Section
Things you can do in the Create section or backtrack through the first page of the corresponding sub-section.
6.4.1 Component Glossary

manual one page at a time.


4.6.1 Preview & Save

B e f o r e y o u s ta r t 4.7.1 Schedule Web Application Schedule Section


2.1.1 Identify Call Fixtures 6.5.1 Things you can do in the Schedule section
2.2.1 Prepare Content s ta n d - a L o n e a P P L I c at I o n 6.6.1 Component Glossary
WorKfLoW
Stand-alone Application
5.1.1 Recommended Start-to-Finish Workflow CONTENTS

Anything that’s blue indicates


d e s I G n c o n s I d e r at I o n s S e c t i o n 1 I n troduc tI on
(Overview) 6.7.1 Things you can do in the
3.1.1 Anatomy of Call Fixture Stand-alone application 1.1 1.2 1.3 1.4 1.5
5.2.1 Setup
Interface Screens 6.8.1 Component Glossary

System Overview
5.3.1 Customize screens

a cross-reference. Click on the


3.2.1 Basic Screen Design Tips
5.4.1 Configure keypad (optional) D

5.5.1 Configure directory (optional) edItInG tooLs C

7.1.1 Basic mode

blue element to navigate to


5.6.1 Preview & Save B
D

5.7.1 Schedule 7.2.1 Advanced mode A


C

D
B

the page corresponding to the


C
A

D
B

C
A

cross-reference page.
B

C
A

Web Application
CONTENTS
1

Stand-alone Application
S E C T I O N

Compass Create Manual 2 Elevator Management System Compass Create Compass Server Call Fixtures & Elevators

otis’ advanced elevator manage- otis’ elevator management system Implement your call fixtures’ custom- The call fixtures are the beginning
ment system provides building staff includes compass create. use ized screen designs and functionality of each passenger’s elevator
with a comprehensive and easy- compass create to customize the by saving the configuration files you experience. There are six available
to-use interface that monitors and interface screens and functionality create with compass create to the call fixtures, and with compass

Introduction
controls a wide array of elevator, for your building’s compass destina- secure compass Server. create, you have a myriad of
escalator, and moving-walk func- tion call fixtures. Compass Create is interface screen customization
tions. It was designed to simplify and available in two forms: options.
optimize elevator management.
• Web Application compass destination Management
the system is Web-based, allowing Main application that includes all System in conjunction with compass
1.1.1 How to use this manual users to access it from virtually any features and functionality capabilities create will visibly enhance the
location. Easy-to-read graphics, appearance of your building and
1.2.1 What is Compass Destination Management? sophisticated reporting features, and • Stand-alone Application elevators, improve traffic flow, reduce
real-time animations allow users to Secondary application used remotely energy consumption, and deliver a
1.3.1 System Overview interact with and control all building that includes fewer features than the great elevator experience.
transportation functions. Web Application

The sub-sections on blue divider 1.4.1 Web Application Overview


1.5.1 Stand-alone Application Overview
pages are cross-reference links. Click
on the sub-section link to go straight Compass Create Manual 1.3.1

to the first page of the corresponding


sub-section.

Tip: Remember what page you are on before


you click a cross-reference so you can easily
return to the same page after you review the
cross-reference page.
Compass Create Manual

Compass Create Manual 1.1.1


S e ctio n 1 I n trod u ctio n CONTENTS

1.1 1.2 1.3 1.4 1.5

What is Compass Destination Management?


Overview, features, and benefits

Compass Destination Management is an advanced- Features Benefits


•• Full integration with existing • Less crowded lobbies
technology elevator call system that optimizes traffic security system • Less waiting and travel time
flow based on real-time needs by dynamically assigning •• Full visibility into elevator system’s • Personalized service (VIP reserved
functionality and performance elevators, controlled access)
passengers to the elevator that will take them to their •• Customizable interface screen • Reduced energy consumption
designs
floors in the fewest stops. • Visible enhancement to building
lobby and elevator system
• Available without full modernization
investment

Compass Create Manual 1.2.1


S e ctio n 1 I n trod u ctio n CONTENTS

1.1 1.2 1.3 1.4 1.5

System Overview C
D

D
B

C
A

D
B

C
A

D
B

C
A

D
B

C
A

Web Application

Stand-alone Application

Elevator Management System Compass Create Compass Server Call Fixtures & Elevators

Otis’ advanced elevator manage- Otis’ elevator management system Implement your call fixtures’ custom- The call fixtures are the beginning
ment system provides building staff includes Compass Create. Use ized screen designs and functionality of each passenger’s elevator
with a comprehensive and easy- Compass Create to customize the by saving the configuration files you experience. There are six available
to-use interface that monitors and interface screens and functionality create with Compass Create to the call fixtures, and with Compass
controls a wide array of elevator, for your building’s Compass Destina- secure Compass Server. Create, you have a myriad of
escalator, and moving-walk func- tion call fixtures. Compass Create is interface screen customization
tions. It was designed to simplify and available in two forms: options.
optimize elevator management.
• Web Application Compass Destination Management
The system is Web-based, allowing Main application that includes all System in conjunction with Compass
users to access it from virtually any features and functionality capabilities Create will visibly enhance the
location. Easy-to-read graphics, appearance of your building and
sophisticated reporting features, and • Stand-alone Application elevators, improve traffic flow, reduce
real-time animations allow users to Secondary application used remotely energy consumption, and deliver a
interact with and control all building that includes fewer features than the great elevator experience.
transportation functions. Web Application

Compass Create Manual 1.3.1


S e ctio n 1 I n trod u ctio n CONTENTS

1.1 1.2 1.3 1.4 1.5

Web Application Overview

Home section
You can start the process of creating or
modifying a template in the Home section.
Choose a call fixture, select a template
to modify, or edit Global labels from the
Home section.

Create section
Edit screen designs, configure keypad
functionality and directory pages, and get a
comprehensive preview of all screens in the
Create section.

The Web Application is the full-feature application


that is installed on your computer by an Otis Contract Schedule section
Assign screen designs to fixtures, set up
Engineer. Use the three sections of the Web Application security schemes, and configure hardware
profiles from the Schedule section.
to create or customize call fixture screen designs, edit
content, configure functionality, integrate security, and
assign screen designs to your building’s call fixtures.

Tip: Files created or edited off-line using the Stand-alone Application need
to be saved to the Compass Server through the Web Application. When
planning on using the Stand-alone Application remotely, remember to copy
files you’ll need to your desktop because you won’t have access to the
Compass Server.

Compass Create Manual 1.4.1


S e ctio n 1 I n trod u ctio n CONTENTS

1.1 1.2 1.3 1.4 1.5

Stand-alone Application Overview

The Stand-alone Application only


features the Create section
Edit screen designs, configure keypad
functionality and directory pages, and get a
comprehensive preview of all screens with
the Stand-alone Application.

Use the Stand-alone Application to modify templates


remotely. The Stand-alone Application has fewer features
than the Web Application and is to be used in conjunction
with the Web Application.

Tip: Files created or edited off-line using the Stand-alone Application need
to be saved to the Compass Server through the Web Application. When
planning on using the Stand-alone Application remotely, remember to copy
files you’ll need to your desktop because you won’t have access to the
Compass Server.

Compass Create Manual 1.5.1


CONTENTS
2
S E C T I O N

Before you start


2.1.1 Identify Call Fixtures
2.2.1 Prepare Content

Compass Create Manual


S e ctio n 2 b e fo re yo u s ta r t CONTENTS

2.1 2.2

Identify Call Fixtures


Fixture overview

Call Fixture

Call Fixture Touchpad Legacy Touch-capable Legacy Touch Screen Legacy


Type Touchpad Keypad Touch-capable Touch Screen
Keypad

Description Medium touch screen Medium touch screen Physical keypad with Physical keypad with Large touch screen Large touch screen with
with virtual keypad with virtual keypad backlit buttons and standard buttons and with virtual keypad and virtual keypad (addition of
and physical ADA (addition of a non-back- small touch screen small touch screen physical ADA backlit a non-backlit physical ADA
backlit button lit physical ADA button button button is optional)
is optional)

Note: use Touchpad


templates for the Legacy
Touchpad

Screen Size 480x800 480x800 480x272 320x240 800x600 800x600


(pixels)

Compass Create Manual 2.1.1


S e ctio n 2 b e fo re yo u s ta r t CONTENTS

2.1 2.2

Prepare Content

1 2 3 4 5
You will need to develop
content for the call fixtures
you are using. Content
needs vary based on the
call fixtures in your building.
Provide initial Design look & feel Initial set-up Content modification Screen design
This table gives an content to Otis of screens and maintenance modification and
overview of content types maintenance
and responsibilities.
Building Manager • Building Manager Otis Contract Engineer Building Manager • Building Manager
• Graphic Designer • Graphic Designer
Content you may need
to develop:
• Directory
• Floor Labeling System
• Elevator Labeling System
• Announcements
• Special Occasions
or Exceptions
• Restrictions
• Security Integration

Compass Create Manual 2.2.1


CONTENTS
3
S E C T I O N

Design
Considerations
3.1.1 Anatomy of Call Fixture Interface Screens
3.2.1 Basic Screen Design Tips

Compass Create Manual


S e ctio n 3 d e s ig n co ns id erations CONTENTS

3.1 3.2

Anatomy of Call Fixture Interface Screens


Touchpad
Other screen designs (in Keypad view)

Wallpaper is the image, illus-


tration, color, or texture that ap-
pears on all interface screens.

Messages display based on


screen interface.

Virtual buttons are hot buttons


or action buttons. Call requests
The Touchscreen is the main interface that
or security codes are entered
people interact with that provides directory
by touching hot buttons. Action
information, input methods for calling an
buttons allow people to switch
elevator or entering a security code, and
between interface screens.
helpful instructions such as security code
prompts or car assignments.

Physical button complies with ADA


regulations.

Navigation icons represent other interface


screens (Home, Help, etc). Navigation icons
are Action buttons. Action buttons allow
people to switch between interface screens.

Compass Create Manual 3.1.1


S e ctio n 3 d e s ig n co ns id erations CONTENTS

3.1 3.2

Anatomy of Call Fixture Interface Screens


Legacy Touchpad
Other screen designs (in Keypad view)

Wallpaper is the image, illustration,


color, or texture that appears on all
interface screens.

Messages display based on


screen interface.

The Touchscreen is the main interface that


people interact with that provides directory
information, input methods for calling an
elevator or entering a security code, and
helpful instructions such as security code
prompts or car assignments.

Virtual buttons are hot buttons or


action buttons. Call requests or security
codes are entered by touching hot
buttons. Action buttons allow people
to switch between interface screens.

Note: Use Touchpad templates


Navigation icons represent other interface for Legacy Touchpad call fixtures.
screens (Home, Help, etc). Navigation icons
are Action buttons. Action buttons allow
people to switch between interface screens.

Physical ADA button is an optional


add-on.

Compass Create Manual 3.1.2


S e ctio n 3 d e s ig n co ns id erations CONTENTS

3.1 3.2

Anatomy of Call Fixture Interface Screens


Touch-capable Keypad
Other screen designs (in Keypad view)

Wallpaper is the image, illustration,


color, or texture that appears on all
interface screens.
Messages display based on
The Touchscreen accompanies the screen interface.
physical keypad in the Touch-capable
Keypad call fixture and displays helpful
instructions such as security code
prompts or car assignments. Virtual buttons are hot buttons or
action buttons. Call requests or security
codes are entered by touching hot
buttons. Action buttons allow people
to switch between interface screens.

Physical keypad with backlit buttons


are used to call an elevator, request
assistance, and enter security codes.
Navigation icons represent other interface
screens (Home, Help, etc). Navigation icons
are Action buttons. Action buttons allow
people to switch between interface screens.

Compass Create Manual 3.1.3


S e ctio n 3 d e s ig n co ns id erations CONTENTS

3.1 3.2

Anatomy of Call Fixture Interface Screens


Legacy Touch-capable Keypad
Other screen designs (in Keypad view)

Wallpaper is the image, illustration,


color, or texture that appears on all
interface screens.

Messages display based on


screen interface.
The Touchscreen accompanies the
physical keypad in the Legacy Touch-
capable Keypad call fixture and displays Virtual buttons are hot buttons or
helpful instructions such as security code action buttons. Call requests or security
prompts or car assignments. codes are entered by touching hot
buttons. Action buttons allow people
to switch between interface screens.

Navigation icons represent other interface


screens (Home, Help, etc). Navigation icons
are Action buttons. Action buttons allow
people to switch between interface screens.

Physical keypad buttons are used to


call an elevator, request assistance, and
enter security codes.

Compass Create Manual 3.1.4


S e ctio n 3 d e s ig n co ns id erations CONTENTS

3.1 3.2

Anatomy of Call Fixture Interface Screens


Touch Screen
Other screen designs (in Keypad view)

Wallpaper is the image, illustration,


color, or texture that appears on all
interface screens.

Messages display based on


screen interface.

The Touchscreen is the main interface that


people interact with that provides directory
information, input methods for calling an
elevator or entering a security code, and
helpful instructions such as security-code
prompts or car assignments.

Virtual buttons are hot buttons or


action buttons. Call requests or security
codes are entered by touching hot
buttons. Action buttons allow people
to switch between interface screens.

Navigation icons represent other interface


screens (Home, Help, etc). Navigation icons
are Action buttons. Action buttons allow
people to switch between interface screens.

Physical button complies with ADA


regulations.

Compass Create Manual 3.1.5


S e ctio n 3 d e s ig n co ns id erations CONTENTS

3.1 3.2

Anatomy of Call Fixture Interface Screens


Legacy Touch Screen
Other screen designs (in Keypad view)

Wallpaper is the image, illustration,


color, or texture that appears on all
interface screens.

Messages display based on


screen interface.

The Touchscreen is the main interface that


people interact with that provides directory
information, input methods for calling an
elevator or entering a security code, and
helpful instructions such as security-code
prompts or car assignments.

Virtual buttons are hot buttons or


action buttons. Call requests or security
codes are entered by touching hot
buttons. Action buttons allow people
to switch between interface screens.

Navigation icons represent other interface


screens (Home, Help, etc). Navigation icons
are Action buttons. Action buttons allow
people to switch between interface screens.

Physical ADA button is an optional


add-on.

Compass Create Manual 3.1.6


S e ctio n 3 d e s ig n co ns id erations CONTENTS

3.1 3.2

Basic Screen Design Tips


Elements of a well-designed screen

Font selection Case Alignment

THINGS TO REMEMBER:
IT’S DIFFICULT TO READ
LONG PASSAGES OF
COPY SET IN ALL CAPS,
AND MESSAGES SET
IN ALL CAPS SOMETIMES
SEEM LIKE THEY’RE
BEING SHOUTED.

Choose wisely. Readability is enhanced Avoid All Caps for continuous or Left-aligned copy is easier to read
by your choice of fonts. Decorative fonts large amounts of copy. Long passages and scan. From the time we read our
are often difficult to read, especially set in All Caps are difficult to read. first book, we have been programmed
at small sizes or when used to set long to start reading in the upper left corner
Design tip: Use Sentence Case or
passages of copy. of a page. When text is left-aligned,
Title Case when setting long passages
the straight edge is more easy and
Design tip: Use a classic font like of copy.
comfortable for the eye to follow as it
Helvetica to maximize readability.
moves down a page or screen.
Avoid shouting. You may be tempted
Less is more. While you have the option to add emphasis to a message by setting Design tip: Save center-alignment for
to choose as many fonts as you’d like, it in All Caps, but in the digital age, an button labels.
remember that using too many fonts can All Caps message is often received as
be confusing for the reader and will make a shouted message.
your screen look cluttered.
Design tip: Use bold type or select a
Design tip: Limit yourself to using only different color to add emphasis to copy.
two fonts.

Before you choose and use a font, make


sure you own the font and adhere to
the font license stipulations (like number
of users, modification regulations, etc.)

Compass Create Manual 3.2.1


S e ctio n 3 d e s ig n co ns id erations CONTENTS

3.1 3.2

Basic Screen Design Tips


Elements of a well-designed screen

Color contrast Icons Background imagery Whitespace

GoodBad
Bad Good
Bad
GoodBad
Bad Good
Bad
GoodBad
Bad Good
Bad
GoodBad
Bad Good
Bad
Good Good G
Use color contrast. Contrast is the Keep it simple. Objects translated into Set the scene. Imagery is powerful. Whitespace doesn’t have to be white.
difference between two or more elements. icons should be meaningful and instantly It can tell a story, engage people, and Whitespace, also referred to as “negative
More specifically, color contrast is the recognizable. Icons should also be simple leave a lasting impression. When using space,” is the empty space between and
value difference between one or more and work at both large and small scales. imagery as a background, choose an around the elements of a page or screen
colors. Color contrast can be used to Consistency is also important, so remem- image that allows text and other elements layout. Content becomes more legible
emphasize different elements in a layout. ber to follow the same style for a family of to be easily seen when placed over the when whitespace is used appropriately.
icons. background image. Whitespace can also be used as a way
Design tip: Use color contrast to
to group things.
enhance readability. For example, light- Design tip: Keep icons simple by captur- Design tip: Choose high-quality, simple
colored type on a dark background. ing only the major characteristics of the images as background images. Design tip: Incorporate whitespace into
object you’re translating into an icon. If your layout and avoid filling a screen or
you are creating a group of icons, use a page edge-to-edge with content.
consistent style across all icons.

Before you use an image, make sure


you have the rights to use it. If you use a
stock image, make sure to adhere to
the license stipulations (like number of
uses, distribution/media regulations, etc.)

Compass Create Manual 3.2.2


CONTENTS
4
S E C T I O N

Web Application
Workflow
4.1.1 Recommended Start-to-Finish Workflow (Overview)
4.2.1 Setup
4.3.1 Customize screens
4.4.1 Configure keypad (optional)
4.5.1 Configure directory (optional)
4.6.1 Preview & Save
4.7.1 Schedule

Compass Create Manual


S e ctio n 4 w eb a p p l ic a t i o n workflow CONTENTS

4.1 4.2 4.3 4.4 4.5 4.6 4.7

Recommended Start-to-Finish Workflow


Overview

1 2 3 4 5 6
Setup Customize design Configure keypad Configure directory Preview & Save Schedule
optional optional

Choose a template to modify Useful tips Configure physical key Configure the index page Preview screens Set working hours
functionality (Advanced mode only) (Default day)
Add or remove interface The following screens can be Configure the floor directory
screens customized. We recommend that Before you can schedule your Define security default
Intro screen you customize them in this order: customized screen designs, key- (Default day)
Help screen pad functionality, and directory to
Keypad screen Define hardware default
Wallpaper show up on your building’s fixture
Directory screen (Default day)
displays, you need to save your
Floors screen Intro screen configuration file to the Compass
(optional) Define timeslot default
Locations screen Server. (Default day)
Restricted screen
Help screen
Cross dispatcher screen Save to Compass Server Define standard day
(optional)
Assign a home screen Keypad screen Define recurring exceptions
(optional based on fixture) on specific day(s)
Directory screen Define special days
(optional)
Floors screen
(optional)
Locations screen
(optional)
Restricted screen
(optional)
Assign screen
Cross dispatcher screen
(optional based on building)
Out of service screen

Compass Create Manual 4.1.1


S e ctio n 4 w eb a p p l ic a t i o n workflow CONTENTS

4.1 4.2 4.3 4.4 4.5 4.6 4.7

Setup
Choose a template to modify

123456 Process

Setup 1
Launch the Web Application and click the
Create or modify a template button.
2
Choose a call fixture.
Choose a template to modify
1 Note: Select Touchpad for templates
Add or remove interface 2 compatible with both the Touchpad and
screens the Legacy Touchpad.
Intro screen
Help screen
Keypad screen
Directory screen
Floors screen
Locations screen
Restricted screen
Cross dispatcher screen

Assign a home screen

3
Select a template.
4
The tool opens the template you selected
in the Screen Edit mode (in the Create
section), and you’re ready to start custom-
izing the template to fit your needs.
3
4

Compass Create Manual 4.2.1


S e ctio n 4 w eb a p p l ic a t i o n workflow CONTENTS

4.1 4.2 4.3 4.4 4.5 4.6 4.7

Setup
Add or remove interface screens

123456 Process
1
Did you know?

Setup 1
You’re in the Create section. These screens are automatically
included in every template and
2
Make sure you’re in Screen Edit mode. 2 cannot be removed:
• Wallpaper
Choose a template to modify
3
Check the screens you’d like to add to
your configuration file, or uncheck the • Assign screen
• Out of service screen
Add or remove interface screens you’d like to remove from your 3
screens configuration file.
Intro screen When you add a screen, a
4
Help screen Interface screens that are checked in the predesigned navigation icon
Keypad screen Selectable Screen list are included in your associated with that screen
Directory screen automatically appears in the navi-
configuration file (when saved) and show
Floors screen gation panel area. If you remove a
up in the Screen Interfaces list. screen, the predesigned naviga-
Locations screen
Restricted screen tion icon associated with that
Cross dispatcher screen 4 screen automatically disappears
from the navigation panel area.
Assign a home screen

Compass Create Manual 4.2.2


S e ctio n 4 w eb a p p l ic a t i o n workflow CONTENTS

4.1 4.2 4.3 4.4 4.5 4.6 4.7

Setup
Assign a home screen

123456 Process Did you know?


The Home screen must be set to
Setup 1
Make sure you’re in Screen Edit mode. either the Keypad screen or the
2
Select a screen from the Home Screen 1 Floors screen.
dropdown menu to assign a home screen.
Choose a template to modify

Add or remove interface


screens
Intro screen
Help screen
Keypad screen
Directory screen
Floors screen 2
Locations screen
Restricted screen
Cross dispatcher screen

Assign a home screen

Compass Create Manual 4.2.3


S e ctio n 4 w eb a p p l ic a t i o n workflow CONTENTS

4.1 4.2 4.3 4.4 4.5 4.6 4.7

Customize screens
Useful tips

1 2 3 4 5 6 Here are some useful tips that will


help you as you familiarize yourself
screen interface. User-defined panels do not
include functionality, therefore they can only
ly within the bounds of the panel container, or
enlarge the panel container until the object is
Customize screens with the Compass Create tool. be used as informational displays. Examples no longer cut off.
of what user-defined panels can display: im-
ages, logos, labels, or messages. Why can’t I select the object I want
Useful tips to edit?
What is a Panel? How do I spot a Panel? Sometimes an object is behind another
The following screens can be A panel is a container for interface objects like All objects appear inside of a larger panel panel. Move the panel that is overlapping the
customized. We recommend that buttons, labels, images, and text. All objects or, in some cases, inside a panel that is the object you want to edit until you can select
you customize them in this order: must be placed into a panel. Panels are the same size as the object itself. To locate the the desired object. Make the edits you want
building blocks of a template. panel that contains an object, hover the and then move the top panel back into place.
Wallpaper mouse over an object until a yellow outline
Intro screen Panel appears, then slowly move the mouse away Why did the changes I made to one
(optional) Panel from the object until you see the outline of the Panel automatically get made to
Help screen panel appear in yellow. other Panels?
(optional) Object Sometimes one panel appears on multiple
How do I edit a Panel? screens, so when you make changes to a
Keypad screen Hover over the panel edge, then left-click
(optional based on fixture) panel on one screen, the changes will appear
to reveal a menu of Basic editing tools
Object whereever that panel is displayed. Look for
Directory screen for a panel or Advanced editing tools
warnings when this is likely to happen in the
(optional) for a panel. A red outline will appear around
green sidebar on later pages.
Floors screen the panel to indicate it is selected.
Panel
(optional) cutting What is the Toolbox Panel?
off an How do I know I’m editing a Panel? The Toolbox Panel is the area in which pre-
Locations screen object The Basic editing tools window menu title
(optional)
designed, preconfigured navigation icons for
tells you what you’re editing (Panel, Label,
each screen appear when you add a screen
Restricted screen Hot Button, etc). The Advanced editing tools
What is a pre-defined Panel? to your configuration file or disappear when
(optional) tab menu title tells you what you’re editing
A pre-defined panel is a panel that includes you remove a screen from your configuration
(Panel, Label, Hot Button, etc).
Assign screen
functionality and is included in a screen inter- file. Changes made to the Toolbox Panel are
Cross dispatcher screen face template. All screen interface templates Can I remove or copy a Panel? reflected on all Keypad, Locations, Directory,
(optional) have pre-defined panels. When you include Yes, you can remove or copy a user-defined Restricted, and Floors screens. You cannot
a screen interface into your configuration file, panel by right-clicking on the panel and copy or remove navigation icons from the
Out of service screen
the functionality of the pre-defined panel is selecting Remove or Copy. You cannot copy Toolbox Panel because they are determined
enabled. When you exclude a screen interface or remove a pre-defined panel. by the system.
from your configuration file, the functionality of
Why does it look like one or more of
the pre-defined panel is disabled.
my objects are cut off?
What is a user-defined Panel? If an object exceeds the boundary of it’s
A user-defined panel is a panel that you (the panel container, it may appear to be cut off.
user of the Compass Create tool) add to a You need to either move the object complete-

Compass Create Manual 4.3.1


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4.1 4.2 4.3 4.4 4.5 4.6 4.7

Customize screens
Wallpaper

1 2 3 4 5 6 Description
The Wallpaper is the screen that defines the


Don’t forget
Don’t forget to follow tips you
Customize screens background of all screens. learned about in the Basic
Screen Design considerations
When to use section when you’re customizing
Useful tips Use the Wallpaper screen to adjust the back- screen designs.
ground of all screens. You can only have one
Don’t forget to make sure you
The following screens can be background design for all screens. 2 have the rights to use any image
customized. We recommend that
you use in your screen designs.
you customize them in this order: Pages
If you use a stock image, make
Single page
sure to adhere to the license
Wallpaper
Fixtures stipulations (like number of
Intro screen A uses, distribution/media regula-
All
(optional) tions, etc.)
Help screen 1
(optional)
Keypad screen
(optional based on fixture)
Directory screen
(optional)
Floors screen
(optional)
Locations screen Process Quick reference
(optional)
Click on a blue dot to see more details about the
Restricted screen
1
Select the Wallpaper screen from the editing tools for the corresponding element, but
(optional) Screen Interfaces menu. remember what page you’re on because there isn’t
a “back” button.
2
Assign screen Customize the wallpaper using the tools Basic Advanced
Cross dispatcher screen in this area. Editable element mode mode
(optional) Select Theme Page to choose a back-ground
N/A
Out of service screen texture and adjust the color or value of the texture
A
Background
using the appropriate sliders.
B Panel
Select Image Page to import a custom image
to place as the background. C Label
Select Paint Page to choose a blank back-
ground, a solid color background, or a custom D Arrow
gradient background.
E Hot button

F Action button

Compass Create Manual 4.3.2


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4.1 4.2 4.3 4.4 4.5 4.6 4.7

Customize screens
Intro screen

1 2 3 4 5 6 Description
The Intro screen is an optional screen that
Don’t forget
Don’t forget to follow tips you
Customize screens prompts people to interact with the call learned about in the Basic
fixture. The Intro screen transitions to the Screen Design considerations
Home screen when touched. (After a period section when you’re customizing
Useful tips of inactivity, the fixture displays the Intro screen designs.
screen.) Don’t forget to make sure you
The following screens can be
have the rights to use any image
customized. We recommend that When to use you use in your screen designs.
you customize them in this order: Use the Intro screen when you want to If you use a stock image, make
prompt people to interact with a call fixture. sure to adhere to the license
Wallpaper stipulations (like number of
A good time to employ the Intro screen is 2
Intro screen when a building’s elevator management C uses, distribution/media regula-
(optional) tions, etc.)
system is upgraded. The Intro screen will F
Help screen help people who are encountering Com- Action buttons that appear as
(optional) pass Destination Management system for part of the template are gener-
F ated by the Compass Create
Keypad screen the first time.
Tool and the functionality is
(optional based on fixture) 1
Pages already established (for example:
Directory screen Single page the Help icon links to the Help
(optional) screen).
Fixtures
Floors screen
Touchpad
(optional)
Legacy Touchpad
Locations screen Touchscreen Quick reference
(optional) Legacy Touchscreen Click on a blue dot to see more details about the
Restricted screen editing tools for the corresponding element, but
(optional) remember what page you’re on because there isn’t
a “back” button.
Assign screen
Process Basic Advanced
Cross dispatcher screen Editable element mode mode
(optional)
1
Select the Intro screen from the Screen
Interfaces menu.
Out of service screen
A
Background
2
From the Edit area, click on the element B Panel
you want to customize to reveal a menu
of editing tools. C Label

D Arrow

E Hot button

F Action button

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4.1 4.2 4.3 4.4 4.5 4.6 4.7

Customize screens
Help screen

1 2 3 4 5 6 Description
The Help screen is an optional screen that
Don’t forget
Don’t forget to follow tips you
Customize screens displays instructions on how to use the call learned about in the Basic
fixture. Screen Design considerations
section when you’re customizing
Useful tips When to use screen designs.
Include the Help screen when you want to 3 Don’t forget to make sure you
The following screens can be make sure to give instructions for people 2 have the rights to use any image
customized. We recommend that who might need help understanding how to you use in your screen designs.
you customize them in this order: use the call fixture. If you use a stock image, make
sure to adhere to the license
Wallpaper Pages stipulations (like number of
4
Intro screen Up to 3 pages uses, distribution/media regula-
(optional) 1 B tions, etc.)
Tip: Some templates include multiple Help pages.
Help screen If you decide to customize elements on the Help
(optional) screen, make sure to check the other pages
and make the same edits across all Help pages F
Keypad screen to maintain consistency.
(optional based on fixture)
Fixtures
Directory screen
(optional) All
Floors screen
(optional)
Locations screen Process 4
From the Edit area, click on the element Quick reference
(optional) you want to customize to reveal a menu Click on a blue dot to see more details about the
1
Select the Help screen from the Screen editing tools for the corresponding element, but
Restricted screen Interfaces menu. of editing tools.
(optional) remember what page you’re on because there isn’t
Tip: Changes in size and location of one panel
a “back” button.
Assign screen
2
Below the Pink area, select the radio but- will automatically be made to the panel across
ton next to the number of pages you want all screens. However, changes such as addition Basic Advanced
Cross dispatcher screen of panels or labels (user-defined objects) will not Editable element mode mode
to include in the Help screen.
(optional) be automatically made to the panel across all
Tip: If you change the radio button to fewer
Out of service screen pages than the template defines, make sure you
screens. A
Background
incorporate any important content you might B Panel
have lost into the number of pages you selected
to include. C Label
3
From the Pink area, click the Page 1,
Page 2, or Page 3 button to view and D Arrow
edit the corresponding Help screen page.
E Hot button

F Action button

Compass Create Manual 4.3.4


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4.1 4.2 4.3 4.4 4.5 4.6 4.7

Customize screens Other screens

Keypad screen
C

1 2 3 4 5 6 Description
The Keypad screen is a destination entry
F
B
Customize screens screen that displays: 1) a set of up to 12 Extra buttons
virtual buttons; 2) a set of “extra” virtual
shortcut buttons; or 3) a set of up to 12 Don’t forget
Useful tips virtual buttons AND a set of “extra” virtual
2 Don’t forget to follow tips you
shortcut buttons. learned about in the Basic
The following screens can be 3
Screen Design considerations
customized. We recommend that When to use: section when you’re customizing
you customize them in this order: Include the Keypad screen featuring a set screen designs.
of up to 12 virtual buttons on Touch-
Wallpaper Don’t forget to make sure you
pad, Legacy touchpad, Touchscreen, and 4
C have the rights to use any image
Intro screen Legacy touchscreen call fixtures for people E you use in your screen designs.
(optional) to: call an elevator by entering their floor If you use a stock image, make
Help screen destination, enter a security code to access sure to adhere to the license
(optional) restricted floors, or enter a security code to F stipulations (like number of
access elevators during restricted hours. 1 B uses, distribution/media regula-
Keypad screen tions, etc.)
(optional based on fixture) Include the Keypad screen featuring the
Directory screen set of “extra” virtual buttons on Keypad Did you know?
(optional) and Legacy keypad call fixtures to display The Toolbox Panel is the area in
Floors screen frequently called destinations as shortcut which predesigned, preconfig-
buttons. ured navigation icons for each
(optional)
screen appear when you add a
Locations screen Pages 2
From the Pink area, click the Standard Quick reference screen to your configuration file
(optional) Idle, Security Idle, or Input button to or disappear when you remove
• Standard Idle: prompts people to call an Click on a blue dot to see more details about the
a screen from your configura-
Restricted screen view and edit the corresponding Keypad editing tools for the corresponding element, but
elevator by entering their floor destination tion file. Changes made to the
(optional) screen page. remember what page you’re on because there isn’t
a “back” button. Toolbox Panel are reflected on
Assign screen • Security Idle: prompts people to enter a all Keypad, Locations, Direc-
security code to access elevators during re-
3
Below the Pink area, check the “Extra Basic Advanced
tory, Restricted, and Floors
Cross dispatcher screen Buttons” box to add the extra virtual Editable element mode mode
stricted hours or to access restricted floors screens. You cannot copy or
(optional) buttons; uncheck the box to remove the remove navigation icons from
Out of service screen • Input: shows people what buttons extra virtual buttons.
A
Background the Toolbox Panel because they
they entered are determined by the system. If
4
From the Edit area, click on the element B Panel there are no additional screens
Tip: Format all of the Keypad screen pages to you want to customize to reveal a menu the Toolbox Panel automatically
match for consistency. of editing tools. C Label disappears.
Fixtures Tip: To move the Extra buttons panel: the panel
D Arrow

All cannot be touching any other panel.
All changes to the keypad panel
E Hot button are reflected on all pages in the
Process Keypad screen and the Code
1
Select the Keypad screen from the Screen F Action button Prompt and Code Accepted
Interfaces menu. pages in the Restricted screen.

Compass Create Manual 4.3.5


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4.1 4.2 4.3 4.4 4.5 4.6 4.7

Customize screens Other screens


C

Directory screen
E

F
1 2 3 4 5 6 Description
The Directory screen allows people to B
Customize screens search a building directory through an index Directory List page
screen or directory list, as well as select a
destination that calls an elevator to take
Useful tips them to the selected destination.
C
The following screens can be When to use: 2
customized. We recommend that Use the Directory screen for buildings with
you customize them in this order: multiple retail or commercial tenants, or C
buildings with many residential tenants. F
Wallpaper
B
Intro screen Pages No Entry page
(optional)
• Show Index: allows people to apply a filter 3 F
Help screen to the directory list for easier searching Don’t forget
(optional) 1 F
• Show Directory List: allows people to page Don’t forget to follow tips you
Keypad screen B
through all directory entries learned about in the Basic
(optional based on fixture) Screen Design considerations
• Show No Entry: screen that displays section when you’re customizing
Directory screen
when there are no entries for the character screen designs.
(optional)
selected from the Index page Don’t forget to make sure you
Floors screen
have the rights to use any image
(optional) Tip: You cannot remove any buttons from the you use in your screen designs.
Locations screen Index page screen. If you use a stock image, make
Process Quick reference
(optional) Buttons shown on the Directory List page screen sure to adhere to the license
Click on a blue dot to see more details about the
Restricted screen
are placeholders to show you what the buttons 1
Select the Directory screen from the editing tools for the corresponding element, but
stipulations (like number of
look like—after you configure the directory from Screen Interfaces menu. uses, distribution/media regula-
(optional) the Directory mode, you can return to Screen Edit remember what page you’re on because there isn’t tions, etc.)
a “back” button.
Assign screen mode and click on the Directory screen to preview 2
From the Pink area, click the Show
what the buttons look like with your directory Index, Show Directory List, or Show Basic Advanced Did you know?
Cross dispatcher screen entries. Editable element mode mode
No Entry button to view and edit the The Toolbox Panel is the area in
(optional)
You cannot delete the page forward and page corresponding Directory screen page. which predesigned, preconfig-
Out of service screen backward buttons that appear when you have
A
Background ured navigation icons for each
multiple directory page screens. 3
From the Edit area, click on the element B Panel
screen appear when you add a
Adjust button spacing and placement more
you want to customize to reveal a menu screen to your configuration file
of editing tools. or disappear when you remove
precisely from the Directory mode. C Label a screen from your configura-
Tip: Edits made to the Directory list panel are tion file. Changes made to the
reflected across all Directory List pages. Use the D Arrow Toolbox Panel are reflected on
“Apply All” feature when editing buttons to apply
Fixtures the same edits to all buttons within the same
all Keypad, Locations, Direc-
Touchpad E Hot button tory, Restricted, and Floors
panel. Edits made to the page forward and page screens. You cannot copy or
Legacy Touchpad backward buttons will appear on all Directory
F Action button remove navigation icons from
Touchscreen List pages. the Toolbox Panel because they
Legacy Touchscreen are determined by the system. If
there are no additional screens
the Toolbox Panel automatically
disappears.

Compass Create Manual 4.3.6


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4.1 4.2 4.3 4.4 4.5 4.6 4.7

Customize screens Other screens

Floors screen E C

1 2 3 4 5 6 Description
F
The Floors screen is a destination entry screen B
Customize screens that displays a virtual button for each floor. Input page
People touch a virtual button corresponding
to their floor destination to call an elevator to Don’t forget
Useful tips take them to the selected destination. 3a
Don’t forget to follow tips you
2 learned about in the Basic
The following screens can be When to use:
customized. We recommend that 3b Screen Design considerations
Use the Floors screen as an alternative section when you’re customizing
you customize them in this order: screen to the Keypad screen. 1
screen designs.
Wallpaper Pages Don’t forget to make sure you
4 E C have the rights to use any image
Intro screen • Up to 3 pages for floor buttons you use in your screen designs.
(optional)
If you use a stock image, make
Tip: If a screen has multiple pages, make sure
Help screen sure to adhere to the license
to check the other pages and make the same edits F
(optional) stipulations (like number of
across all applicable pages in order to maintain
B uses, distribution/media regula-
Keypad screen consistency.
tions, etc.)
(optional based on fixture)
• Standard Idle: prompts people to call an
Directory screen elevator by selecting the button that cor- Did you know?
(optional) responds to their floor destination The Toolbox Panel is the area in
Floors screen which predesigned, preconfig-
(optional) • Security Idle: prompts people to enter a ured navigation icons for each
security code to access elevators during re- screen appear when you add a
Locations screen stricted hours or to access restricted floors Tip: If you change the radio button to fewer pages Quick reference screen to your configuration file
(optional) than the template defines, make sure you incorpo- or disappear when you remove
Click on a blue dot to see more details about the a screen from your configura-
Restricted screen • Input: shows people what floor they entered rate any important content you might have lost into
editing tools for the corresponding element, but
the number of pages you selected to include. tion file. Changes made to the
(optional) Tip: You cannot delete the page forward and page remember what page you’re on because there isn’t
Toolbox Panel are reflected on
backward buttons that appear when you have 3a Above the radio buttons, click the Page 1, a “back” button.
Assign screen all Keypad, Locations, Direc-
multiple pages of floor buttons. Basic Advanced
Page 2, or Page 3 button to view and edit tory, Restricted, and Floors
Cross dispatcher screen Editable element mode mode
the corresponding Floors screen page. screens. You cannot copy or
(optional) Fixtures remove navigation icons from
Out of service screen Touchpad 3b Below the radio buttons, click the Standard

A
Background the Toolbox Panel because they
Legacy Touchpad Idle, Security Idle, or Input button to view are determined by the system. If
B Panel there are no additional screens
Touchscreen and edit the corresponding Floors screen page.
Legacy Touchscreen the Toolbox Panel automatically
4
From the Edit area, click on the element C Label disappears.
Process you want to customize to reveal a menu The “Apply-All” feature only
D Arrow
of editing tools. applies the edits to other floor
1
Select the Floors screen from the Screen Tip: Edits to the size and location of the Floors panel buttons of the same type (action
Interfaces menu. E Hot button or hot) on the same page.
are reflected across all Floors screen pages. Edits
2
Select the radio button next to the number to the Floors panel such as adding user-defined
F Action button
of pages you want to include to display floor objects (panel, label, etc.) are not automatically
displayed on other Floors screen pages.
buttons.

Compass Create Manual 4.3.7


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4.1 4.2 4.3 4.4 4.5 4.6 4.7

Customize screens Other screens

Locations screen E C

1 2 3 4 5 6 Description
F
The Locations screen displays a set of virtual B
Customize screens buttons for frequently called destinations. Input page
People touch a virtual button correspond-
ing with their desired destination to call
Useful tips Don’t forget
an elevator to take them to the selected 3a
Don’t forget to follow tips you
destination. 2
The following screens can be learned about in the Basic
customized. We recommend that When to use: 3b Screen Design considerations
you customize them in this order: section when you’re customizing
Include the Locations screen to display a
screen designs.
screen of virtual shortcut buttons.
Wallpaper Don’t forget to make sure you
4 E C
Intro screen Pages have the rights to use any image
(optional) 1 you use in your screen designs.
• Up to 3 pages for location buttons If you use a stock image, make
Help screen sure to adhere to the license
(optional) Tip: If a screen has multiple pages, make sure F
to check the other pages and make the same edits stipulations (like number of
Keypad screen across all applicable pages in order to maintain B uses, distribution/media regula-
(optional based on fixture) consistency. tions, etc.)

Directory screen • Standard Idle: prompts people to call an


(optional) elevator by selecting the button that cor-
Did you know?
Floors screen responds to their destination
(optional) The Toolbox Panel is the area in
• Security Idle: prompts people to enter a which predesigned, preconfig-
Locations screen security code to access elevators during re- Tip: If you change the radio button to fewer pages Quick reference ured navigation icons for each
(optional) than the template defines, make sure you incorpo- screen appear when you add a
stricted hours or to access restricted floors Click on a blue dot to see more details about the
rate any important content you might have lost into screen to your configuration file
Restricted screen editing tools for the corresponding element, but
• Input: shows people the floor number of the number of pages you selected to include. or disappear when you remove
(optional) remember what page you’re on because there isn’t
their destination selection a “back” button. a screen from your configura-
3a Above the radio buttons, click the Page 1,
Assign screen tion file. Changes made to the
Page 2, or Page 3 button to view and edit Basic Advanced
Tip: You cannot delete the page forward and page Toolbox Panel are reflected on
Cross dispatcher screen Editable element mode mode
backward buttons that appear when you have the corresponding Locations screen page. all Keypad, Locations, Direc-
(optional)
multiple pages of location buttons. tory, Restricted, and Floors
Out of service screen
3b Below the radio buttons, click the Standard

A
Background screens. You cannot copy or
Fixtures Idle, Security Idle, or Input button to view remove navigation icons from
B Panel
All and edit the corresponding Locations screen the Toolbox Panel because they
page. are determined by the system. If
C Label there are no additional screens
Process 4
From the Edit area, click on the element the Toolbox Panel automatically
you want to customize to reveal a menu D Arrow disappears.
1
Select the Locations screen from the of editing tools. The “Apply-All” feature only ap-
Screen Interfaces menu. E Hot button
Tip: Edits to size and location of the locations panel plies the edits to other location
2
Select the radio button next to the number are reflected across all Locations screen pages.
F Action button
buttons of the same type (action
of pages you want to include to display loca- Edits to the locations panel such as adding user- or hot) on the same page.
tion buttons. defined objects (panel, label, etc.) are not auto-
matically displayed on other Locations screen pages.

Compass Create Manual 4.3.8


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4.1 4.2 4.3 4.4 4.5 4.6 4.7

Customize screens
Restricted screen

1 2 3 4 5 6 Description
The Restricted screen displays a set of
Other screens

Customize screens virtual buttons that represent restricted


operations. Touching one of the Restricted
buttons prompts you to scan a security E C
Useful tips credential or enter a security code to access
restricted operations. 2
The following screens can be
customized. We recommend that When to use F
you customize them in this order: Include the Restricted screen to display B
virtual buttons that are used for gaining Code Prompt page
Wallpaper
access to restricted operations. 3 F C
Intro screen
(optional) Pages
Help screen • Standard Idle: prompts people to select an
(optional) F
option with restrictions
Keypad screen 1 B
(optional based on fixture) • Security Idle: prompts people to present a
security credential to access the selected
Directory screen restricted option
(optional)
Floors screen • Input: shows people the floor number they
(optional) entered
Locations screen • Code Prompt: prompts people to enter Fixtures Quick reference Don’t forget
(optional) a security code to access elevator for All Click on a blue dot to see more details about the Don’t forget to follow tips you
Restricted screen selected restricted option editing tools for the corresponding element, but learned about in the Basic
(optional) remember what page you’re on because there Screen Design considerations
• Code Accepted: confirms security code is Process isn’t a “back” button. section when you’re customizing
Assign screen accepted and prompts people to enter the Basic Advanced screen designs.
Cross dispatcher screen floor number of their restricted destination
1
Select the Restricted screen from the Editable element mode mode
Screen Interfaces menu. Don’t forget to make sure you
(optional) selection have the rights to use any image
Out of service screen • Code Rejected: alert screen saying security
2
Click the Standard Idle, Security Idle,
A
Background you use in your screen designs.
Input, Code Prompt, Code Accepted, or If you use a stock image, make
code is rejected and reveals restricted B Panel
Code Rejected button to view and edit the sure to adhere to the license
selections again to restart process stipulations (like number of
corresponding Restricted screen page.
C Label uses, distribution/media regula-
3
From the Edit area, click on the element tions, etc.)
you want to customize to reveal a menu D Arrow
of editing tools.
E Hot button
Tip: Edits to the restricted panel, including added
user-defined objects, are reflected across all F Action button
Restricted screen pages.

Compass Create Manual 4.3.9


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4.1 4.2 4.3 4.4 4.5 4.6 4.7

Customize screens
Assign screen

1 2 3 4 5 6 Description
The Assign screen displays a directional
Other screens

Customize screens arrow that directs people in the direction


of their assigned elevator.
C
Useful tips When to use
The Assign screen is always used to provide 2
The following screens can be people with their car assignment.
customized. We recommend that
you customize them in this order: Pages

• Standard Assign: displays the floor destina- C Access Denied page


Wallpaper
tion, assigned elevator, and a directional 3
Intro screen D C
(optional) arrow pointing in the direction of the elevator
or elevator bank 1
Help screen
(optional) • Access Denied: alerts people that they
Keypad screen don’t have access to the destination they
(optional based on fixture) requested
Directory screen • Invalid: alerts people that the destination
(optional) they requested is invalid and displays the
Floors screen invalid entry in small type
(optional)
Locations screen Process Quick reference Don’t forget
(optional) Fixtures
Click on a blue dot to see more details about the Don’t forget to follow tips you
Restricted screen
All 1
Select the Assign screen from the Screen editing tools for the corresponding element, but
Interfaces menu. learned about in the Basic
(optional) remember what page you’re on because there isn’t Screen Design considerations
a “back” button.
Assign screen
2
Click the Standard Assign, Access section when you’re customizing
Denied, or Invalid button to view and edit Basic Advanced screen designs.
Cross dispatcher screen Editable element mode mode
the corresponding Assign screen page. Don’t forget to make sure you
(optional)
have the rights to use any image
Out of service screen
3
From the Edit area, click on the element
A
Background you use in your screen designs.
you want to customize to reveal a menu If you use a stock image, make
B Panel sure to adhere to the license
of editing tools.
stipulations (like number of
Tip: Edits to size and location of the assign panel C Label uses, distribution/media regula-
are reflected across all Assign screen pages AND
tions, etc.)
the Cross Dispatcher screen page. Edits to the
D Arrow
assign panel such as adding user-defined objects
(panel, label, etc.) are not automatically displayed
on other Assign screen pages. Edits made to the E Hot button
entry reference text on the Standard Assign page are
also reflected on the Invalid page. F Action button

Compass Create Manual 4.3.10


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4.1 4.2 4.3 4.4 4.5 4.6 4.7

Customize screens
Cross dispatcher screen

1 2 3 4 5 6 Description
The Cross dispatcher screen displays a
Don’t forget
Don’t forget to follow tips you
Customize screens directional cue telling people which elevator learned about in the Basic
will take them to their destination. Screen Design considerations
section when you’re customizing
Useful tips When to use screen designs.
The Cross dispatcher screen is only used Don’t forget to make sure you
The following screens can be during the modernization phase. During have the rights to use any image
customized. We recommend that modernization, a building is being transi- you use in your screen designs.
you customize them in this order: tioned from traditional cars to Compass cars If you use a stock image, make
2
and there will be a period of overlap when a 1 C sure to adhere to the license
Wallpaper stipulations (like number of
building has both traditional and Compass D
Intro screen uses, distribution/media regula-
cars. When the system determines that the
(optional) tions, etc.)
best elevator is a traditional car, the Cross
Help screen dispatcher screen is displayed, telling people
(optional) to go to the traditional car and wait for it to
Keypad screen arrive. Once people board the traditional car,
(optional based on fixture) they will enter their destination by press-
ing the appropriate floor button on the car
Directory screen
operating panel inside the elevator.
(optional)
Floors screen Pages
(optional)
• Single page
Locations screen Fixtures Quick reference
(optional)
All Click on a blue dot to see more details about the
Restricted screen editing tools for the corresponding element, but
(optional) remember what page you’re on because there
Process isn’t a “back” button.
Assign screen
Basic Advanced
Cross dispatcher screen
1
Select the Cross dispatcher screen from Editable element mode mode
(optional)
the Screen Interfaces menu.

Out of service screen 2


From the Edit area, click on the element
A
Background
you want to customize to reveal a menu
B Panel
of editing tools.
Tip: Edits to size and location of the cross C Label
dispatcher panel are reflected across all Assign
screen pages. D Arrow

E Hot button

F Action button

Compass Create Manual 4.3.11


S e ctio n 4 w eb a p p l ic a t i o n workflow CONTENTS

4.1 4.2 4.3 4.4 4.5 4.6 4.7

Customize screens
Out of service screen

1 2 3 4 5 6 Description
The Out of service screen tells people that
Don’t forget
Don’t forget to follow tips you
Customize screens a call fixture is not available for use. learned about in the Basic
Screen Design considerations
When to use section when you’re customizing
Useful tips The Out of service screen automatically screen designs.
displays when a call fixture is out of service Don’t forget to make sure you
The following screens can be for various reasons. have the rights to use any image
customized. We recommend that you use in your screen designs.
you customize them in this order: Pages If you use a stock image, make
2 B C
1 sure to adhere to the license
Wallpaper • Single page stipulations (like number of
Intro screen uses, distribution/media regula-
Fixtures C tions, etc.)
(optional)
All
Help screen
(optional)
Process
Keypad screen
(optional based on fixture) 1
Select the Out of service screen from the
Directory screen
Screen Interfaces menu.
(optional) 2
From the Edit area, click on the element
Floors screen you want to customize to reveal a menu
(optional) of editing tools.
Locations screen Quick reference
(optional)
Click on a blue dot to see more details about the
Restricted screen editing tools for the corresponding element, but
(optional) remember what page you’re on because there
isn’t a “back” button.
Assign screen
Basic Advanced
Cross dispatcher screen Editable element mode mode
(optional)
Out of service screen
A
Background
B Panel

C Label

D Arrow

E Hot button

F Action button

Compass Create Manual 4.3.12


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4.1 4.2 4.3 4.4 4.5 4.6 4.7

Configure keypad (optional)


Configure physical key functionality

123456 Process Don’t forget


Don’t forget to follow tips you
Configure keypad 1
Make sure you’re in Keypad mode. learned about in the Basic
optional Screen Design considerations
2
Select a key to configure. section when you’re customizing
Configure physical key screen designs.
3
functionality Configure the functionality of the selected Don’t forget to make sure you
key by specifying attributes under the have the rights to use any image
Basic, Definition, Text, and Audio tabs. you use in your screen designs.
If you use a stock image, make
(Note: the edits you make to functionality sure to adhere to the license
in Keypad mode only apply to physical stipulations (like number of
keys. You will most likely only need to edit uses, distribution/media regula-
the configuration of the Wheelchair button.) tions, etc.)

Did you know?


Standard physical keypad comes
with 12 buttons: 0-9, and two
extra buttons. To change the
label of one of the extra physical
keypad buttons, you need to
reorder the custom piece and
have it installed.

Compass Create Manual 4.4.1


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4.1 4.2 4.3 4.4 4.5 4.6 4.7

Configure directory (optional)


Configure the index page

123456 Process Don’t forget


Don’t forget to follow tips you
Configure directory 1
Make sure you’re in Directory mode. learned about in the Basic
optional Screen Design considerations
2
Select the Index Page tab. section when you’re customizing
Configure the index page screen designs.
3
Define the Character and Key content. Don’t forget to make sure you
Configure the floor directory have the rights to use any image
you use in your screen designs.
4
Adjust button arrangement, margins, If you use a stock image, make
and space between buttons with these sure to adhere to the license
controls. stipulations (like number of
uses, distribution/media regula-
tions, etc.)
5
Click Apply. (If you do not click “Apply,”
your edits will not be saved.)
Did you know?
Buttons on the Index page scale
to fit on one page, so beware of
adding too many buttons.
After you configure the index
page, you can switch back to
Screen Edit mode and select
the Directory screen to see what
your button pages look like.
Refine button design in Screen
Edit mode, or switch back to
Directory mode/IndexPage tab
to refine button position and
spacing.
It is possible to edit button
design from the Directory mode
by clicking the “Edit Design
button, but editing design
attributes out of context is not
recommended.

Compass Create Manual 4.5.1


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4.1 4.2 4.3 4.4 4.5 4.6 4.7

Configure directory (optional)


Configure the floor directory

123456 Process Don’t forget


Don’t forget to follow tips you
Configure directory 1
Make sure you’re in Directory mode. learned about in the Basic
optional Screen Design considerations
section when you’re customizing
2
Select the Floor Directory tab.
Configure the index page screen designs.
3
Define the Directory destination, Floor, Don’t forget to make sure you
Configure the floor directory Rear-door access, and Key content. have the rights to use any image
you use in your screen designs.
4
Adjust button arrangement, margins, If you use a stock image, make
and space between buttons with these sure to adhere to the license
controls. stipulations (like number of
uses, distribution/media regula-
tions, etc.)
5
Click Apply. (If you do not click “Apply,”
your edits will not be saved.)
Did you know?
The Floor Directory is limited
to 200 buttons.
After you configure the floor
directory, you can switch back
to Screen Edit mode and select
the Floors screen to see what
your button pages look like.
Refine button design in Screen
Edit mode, or switch back to
Directory mode/FloorDirectory
tab to refine button position and
spacing.
It is possible to edit button
design from the Directory mode
by clicking the “Edit Design but-
ton, but editing design attributes
out of context is not recom-
mended.

Compass Create Manual 4.5.2


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4.1 4.2 4.3 4.4 4.5 4.6 4.7

Preview & Save


Preview screens

123456 Process Did you know?


If you have access to the
Preview & Save Click the Advanced icon.
1
Advanced options, you can edit
Note: Advanced features are password- text from the Text Edit mode.
protected; contact your Otis Contract You can change screen
Preview screens Engineer for access. resolution from the Advanced
options menu Text Edit mode.
Save to Compass Server Instead of reconfiguring a
2
Select Images to preview all of the
images used in your screen designs; template for multiple resolutions,
simply develop one template,
select Text Edit preview and edit
then change the resolution to
all design attributes included in your another size and reorganize the
configuration file; or select Slideshow content on all screens to fit the
for a comprehensive preview of each new screen size.
interface screen.

3
Click Screen Edit icon to continue
customizing your configuration file.

Compass Create Manual 4.6.1


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4.1 4.2 4.3 4.4 4.5 4.6 4.7

Preview & Save


Save to Compass Server

123456 Process Did you know?


You must save your configuration
Preview & Save 1
Click the Save icon. file to the Compass Server in
order to assign it to call fixtures
in the Schedule section.
Preview screens

Save to Compass Server


2
Select Compass Server.

3
Click Yes to save, click Rename
to rename your file and save, or
click Cancel to continue editing.

Compass Create Manual 4.6.2


S e ctio n 4 w eb a p p l ic a t i o n workflow CONTENTS

4.1 4.2 4.3 4.4 4.5 4.6 4.7

Schedule
Set working hours

123456 Process Did you know?


All edits you save or apply in this
Schedule 1
Go to the Schedule section. section are activated and will
display on your building’s call fix-
2
Click Settings.
tures when the timeslot is active
Set working hours (if you save or apply edits to the
(Default day) currently active timeslot, those
edits will appear immediately).
Define security default Default day settings are used
(Default day) if there are no other specified
timeslots active at that day and
Define hardware default time.
(Default day)

Define timeslot default


(Default day)

Define standard day

Define recurring exceptions


on specific day(s)

Define special days

3
Set the Working Hours using these tools.

4
Click Apply. If you don’t click Apply,
your edits will be lost.

Compass Create Manual 4.7.1


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4.1 4.2 4.3 4.4 4.5 4.6 4.7

Schedule
Define security default

123456 Process Did you know?


All edits you save or apply in this
Schedule section are activated and will
1
Click Settings.
display on your building’s call fix-
tures when the timeslot is active
Set working hours (if you save or apply edits to the
(Default day) currently active timeslot, those
edits will appear immediately).
Define security default Default day settings are used
(Default day) if there are no other specified
timeslots active at that day and
Define hardware default 2
Click Security Default. time.
(Default day)

Define timeslot default


(Default day)

Define standard day

Define recurring exceptions


on specific day(s)

Define special days

3
Select a Security Mode.

4
Select or deselect Supporting security.

5
Apply the security setting to selected floors;
define front and rear door access.
6
Save.

Compass Create Manual 4.7.2


S e ctio n 4 w eb a p p l ic a t i o n workflow CONTENTS

4.1 4.2 4.3 4.4 4.5 4.6 4.7

Schedule
Define hardware default

123456 Process Did you know?


All edits you save or apply in this
Schedule section are activated and will
1
Click Settings.
display on your building’s call fix-
tures when the timeslot is active
Set working hours (if you save or apply edits to the
(Default day) currently active timeslot, those
edits will appear immediately).
Define security default Default day settings are used
(Default day) if there are no other specified
timeslots active at that day and
Define hardware default time.
(Default day) 2
Click Hardware Default.

Define timeslot default


(Default day)

Define standard day

Define recurring exceptions


on specific day(s)

Define special days

3
Assign Backlight color to specific physical
buttons or choose one color to apply to all
physical buttons.
4
Adjust screen brightness and speaker volume.

5
Save.

Compass Create Manual 4.7.3


S e ctio n 4 w eb a p p l ic a t i o n workflow CONTENTS

4.1 4.2 4.3 4.4 4.5 4.6 4.7

Schedule
Define timeslot default

123456 Process Did you know?


All edits you save or apply in this
Schedule section are activated and will
1
Click Settings. display on your building’s call fix-
tures when the timeslot is active
Set working hours (if you save or apply edits to the
(Default day) currently active timeslot, those
edits will appear immediately).
Define security default Default day settings are used
(Default day) if there are no other specified
timeslot settings active at that
Define hardware default day and time.
(Default day)
2
Click Timeslot Default.
Define timeslot default
(Default day)

Define standard day

Define recurring exceptions


on specific day(s)

Define special days

3
Click the orange security icon to choose a
security profile. Click the green gear icon to
choose a hardware profile. Click the blue
icon with the letter T to choose an interface
design (or template). Click Apply to apply
a security, hardware, or template setting to the
fixture or a set of fixtures.

4
Save.

Compass Create Manual 4.7.4


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4.1 4.2 4.3 4.4 4.5 4.6 4.7

Schedule
Define standard day

123456 Process Did you know?


All edits you save or apply in this
Schedule section are activated and will
display on your building’s call fix-
tures when the timeslot is active
Set working hours (if you save or apply edits to the
(Default day) currently active timeslot, those
edits will appear immediately).
Define security default
1
Click a timeslot in the Standard Day column. Multiple Standard Day timeslots
(Default day) can be defined.

Define hardware default Each Standard Day timeslot


(Default day) applies to every day of the week.
Standard Day timeslot settings
Define timeslot default override the Default Day settings.
(Default day)

Define standard day

Define recurring exceptions


on specific day(s)

Define special days

2
Click the orange security icon to choose
a security profile. Click the green gear icon
to choose a hardware profile. Click the blue
icon with the letter T to choose an interface
design (or template). Click Apply to apply
a security, hardware, or template setting to the
fixture or a set of fixtures.

3
Save.

Compass Create Manual 4.7.5


S e ctio n 4 w eb a p p l ic a t i o n workflow CONTENTS

4.1 4.2 4.3 4.4 4.5 4.6 4.7

Schedule
Define recurring exceptions on specific day(s)

123456 Process Did you know?


All edits you save or apply in this
Schedule section are activated and will
display on your building’s call fix-
tures when the timeslot is active
Set working hours (if you save or apply edits to the
(Default day) currently active timeslot, those
1 edits will appear immediately).
Define security default
Click a timeslot in the column for the day of the
week you’d like to apply recurring exceptions. Specific Day timeslot settings
(Default day) override Standard Day timeslot
settings and Default Day timeslot
Define hardware default settings.
(Default day)
You can define multiple timeslots
Define timeslot default per day.
(Default day)

Define standard day

Define recurring exceptions


on specific day(s)

Define special days

2
Click the orange security icon to choose
a security profile. Click the green gear
icon to choose a hardware profile. Click
the blue icon with the letter T to choose an
interface design (or template). Click Apply
to apply a security, hardware, or template
setting to the fixture or a set of fixtures.

3
Save.

Compass Create Manual 4.7.6


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4.1 4.2 4.3 4.4 4.5 4.6 4.7

Schedule
Define special days

123456 Process Did you know?


All edits you save or apply in this
Schedule 1
Click Manage special days. section are activated and will
display on your building’s call fix-
tures when the timeslot is active
Set working hours (if you save or apply edits to the
(Default day) currently active timeslot, those
edits will appear immediately).
Define security default Special day timeslot settings
(Default day) override Specific Day timeslot
settings, Standard Day timeslot
Define hardware default settings, and Default Day times-
(Default day) lot settings.
2
Edit an existing Special day by
Define timeslot default clicking the yellow pencil corre-
(Default day)
sponding to the day you want to
Define standard day edit, then click on the appropri-
ate timeslots in the Special Day
Define recurring exceptions column at the right to configure
on specific day(s) the settings appropriately. Delete Edit
an existing Special day by
Define special days
clicking the red x corresponding
to the day you want to delete. Delete
Add a new Special day to the
schedule by clicking the Create
New button, then name the day
and assign a start and an end
date, make sure the Enabled box
is checked, then save.
Create new

3
Click Cancel from the Special
Day main page to return to the
Schedule section main page.

Compass Create Manual 4.7.7


CONTENTS
5
S E C T I O N

Stand-alone Application
Workflow
5.1.1 Recommended Start-to-Finish Workflow (Overview)
5.2.1 Setup
5.3.1 Customize screens
5.4.1 Configure keypad (optional)
5.5.1 Configure directory (optional)
5.6.1 Preview & Save
5.7.1 Schedule

Compass Create Manual


S e ctio n 5 stand -a l o ne a p p l ic a t i o n workflow CONTENTS

5.1 5.2 5.3 5.4 5.5 5.6 5.7

Recommended Start-to-Finish Workflow


Overview

1 2 3 4 5 6
Setup Customize design Configure keypad Configure directory Preview & Save Schedule
optional optional

Save template file to laptop Useful tips Configure physical key Configure the index page Preview screens Schedule with
functionality (Advanced mode only) Web Application
Open template file with The following screens can be Configure the floor directory
Stand-alone Application customized. We recommend that Before you can schedule your
you customize them in this order: customized screen designs, key-
Add or remove interface pad functionality, and directory
screens Wallpaper to show up on your building’s
Intro screen fixture displays, you need to
Help screen Intro screen save your configuration file to the
Keypad screen (optional) Compass Server using the Web
Directory screen Help screen Application.
Floors screen (optional)
Locations screen Save to Compass Server
Restricted screen Keypad screen
Cross dispatcher screen (optional based on fixture)

Assign a home screen Directory screen


(optional)
Floors screen
(optional)
Locations screen
(optional)
Restricted screen
(optional)
Assign screen
Cross dispatcher screen
(optional based on building)
Out of service screen

Compass Create Manual 5.1.1


S e ctio n 5 stand -a l o ne a p p l ic a t i o n workflow CONTENTS

5.1 5.2 5.3 5.4 5.5 5.6 5.7

Setup
Save template file to laptop

123456 Process

Setup 1
Launch the Web Application and click the
Create or modify a template button.
2
Choose a call fixture.
Save template file to laptop
1 Note: Select Touchpad for templates
Open template file with 2 compatible with both the Touchpad and
Stand-alone Application the Legacy Touchpad.

Add or remove interface


screens
Intro screen
Help screen
Keypad screen
Directory screen
Floors screen
Locations screen
Restricted screen
Cross dispatcher screen

Assign a home screen 3


Select a template.
4
5 The tool opens the template you selected
in the Screen Edit mode (in the Create
section).

3
5
Click Save, and choose My PC as backup.
4 6
Use a flash drive to transfer template file from
your PC to your laptop.

Compass Create Manual 5.2.1


S e ctio n 5 stand -a l o ne a p p l ic a t i o n workflow CONTENTS

5.1 5.2 5.3 5.4 5.5 5.6 5.7

Setup
Open template file with Stand-alone Application

123456 1
Process

Setup 1
Launch the Stand-alone Application and
click the Open button.
2
Browse your laptop and choose a tem-
Save template file to laptop plate file. The tool opens the template
2 you selected in the Screen Edit mode.
Open template file with
Stand-alone Application You’re ready to start editing.

Add or remove interface


screens
Intro screen
Help screen
Keypad screen
Directory screen
Floors screen
Locations screen
Restricted screen
Cross dispatcher screen

Assign a home screen

Compass Create Manual 5.2.2


S e ctio n 5 stand -a l o ne a p p l ic a t i o n workflow CONTENTS

5.1 5.2 5.3 5.4 5.5 5.6 5.7

Setup
Add or remove interface screens

123456 Process Did you know?

Setup 1
From the Screen Edit mode: Check These screens are automatically
the screens you’d like to add to your included in every template and
cannot be removed:
configuration file, or uncheck the
screens you’d like to remove from your • Wallpaper
Save template file to laptop
• Assign screen
configuration file using the Selectable 1
• Out of service screen
Open template file with Screen menu.
Stand-alone Application
2
Interface screens that are checked in the When you add a screen, a
Add or remove interface Selectable Screen list are included in your predesigned navigation icon
screens configuration file (when saved) and show associated with that screen
Intro screen automatically appears in the navi-
up in the Screen Interfaces list. gation panel area. If you remove a
Help screen
Keypad screen screen, the predesigned naviga-
Directory screen tion icon associated with that
Floors screen screen automatically disappears
2 from the navigation panel area.
Locations screen
Restricted screen
Cross dispatcher screen

Assign a home screen

Compass Create Manual 5.2.3


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5.1 5.2 5.3 5.4 5.5 5.6 5.7

Setup
Assign a home screen

123456 Process
1
Did you know?
The Home screen must be set to
Setup 1
Make sure you’re in Screen Edit mode. either the Keypad screen or the
2
Select a screen from the Home Screen Floors screen.
dropdown menu to assign a home screen.
Save template file to laptop

Open template file with


Stand-alone Application

Add or remove interface


screens
Intro screen 2
Help screen
Keypad screen
Directory screen
Floors screen
Locations screen
Restricted screen
Cross dispatcher screen

Assign a home screen

Compass Create Manual 5.2.4


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5.1 5.2 5.3 5.4 5.5 5.6 5.7

Customize screens
Useful tips

1 2 3 4 5 6 Here are some useful tips that will


help you as you familiarize yourself
screen interface. User-defined panels do not
include functionality, therefore they can only
ly within the bounds of the panel container, or
enlarge the panel container until the object is
Customize screens with the Compass Create tool. be used as informational displays. Examples no longer cut off.
of what user-defined panels can display: im-
ages, logos, labels, or messages. Why can’t I select the object I want
Useful tips to edit?
What is a Panel? How do I spot a Panel? Sometimes an object is behind another
The following screens can be A panel is a container for interface objects like All objects appear inside of a larger panel panel. Move the panel that is overlapping the
customized. We recommend that buttons, labels, images, and text. All objects or, in some cases, inside a panel that is the object you want to edit until you can select
you customize them in this order: must be placed into a panel. Panels are the same size as the object itself. To locate the the desired object. Make the edits you want
building blocks of a template. panel that contains an object, hover the and then move the top panel back into place.
Wallpaper mouse over an object until a yellow outline
Intro screen Panel appears, then slowly move the mouse away Why did the changes I made to one
(optional) Panel from the object until you see the outline of the Panel automatically get made to
Help screen panel appear in yellow. other Panels?
(optional) Object Sometimes one panel appears on multiple
How do I edit a Panel? screens, so when you make changes to a
Keypad screen Hover over the panel edge, then left-click
(optional based on fixture) panel on one screen, the changes will appear
to reveal a menu of Basic editing tools
Object whereever that panel is displayed. Look for
Directory screen for a panel or Advanced editing tools
warnings when this is likely to happen in the
(optional) for a panel. A red outline will appear around
green sidebar on later pages.
Floors screen the panel to indicate it is selected.
Panel
(optional) cutting What is the Toolbox Panel?
off an How do I know I’m editing a Panel? The Toolbox Panel is the area in which pre-
Locations screen object The Basic editing tools window menu title
(optional)
designed, preconfigured navigation icons for
tells you what you’re editing (Panel, Label,
each screen appear when you add a screen
Restricted screen Hot Button, etc). The Advanced editing tools
What is a pre-defined Panel? to your configuration file or disappear when
(optional) tab menu title tells you what you’re editing
A pre-defined panel is a panel that includes you remove a screen from your configuration
(Panel, Label, Hot Button, etc).
Assign screen
functionality and is included in a screen inter- file. Changes made to the Toolbox Panel are
Cross dispatcher screen face template. All screen interface templates Can I remove or copy a Panel? reflected on all Keypad, Locations, Directory,
(optional) have pre-defined panels. When you include Yes, you can remove or copy a user-defined Restricted, and Floors screens. You cannot
a screen interface into your configuration file, panel by right-clicking on the panel and copy or remove navigation icons from the
Out of service screen
the functionality of the pre-defined panel is selecting Remove or Copy. You cannot copy Toolbox Panel because they are determined
enabled. When you exclude a screen interface or remove a pre-defined panel. by the system.
from your configuration file, the functionality of
Why does it look like one or more of
the pre-defined panel is disabled.
my objects are cut off?
What is a user-defined Panel? If an object exceeds the boundary of it’s
A user-defined panel is a panel that you (the panel container, it may appear to be cut off.
user of the Compass Create tool) add to a You need to either move the object complete-

Compass Create Manual 5.3.1


S e ctio n 5 stand -a l o ne a p p l ic a t i o n workflow CONTENTS

5.1 5.2 5.3 5.4 5.5 5.6 5.7

Customize screens
Wallpaper

1 2 3 4 5 6 Description
The Wallpaper is the screen that defines the


Don’t forget
Don’t forget to follow tips you
Customize screens background of all screens. learned about in the Basic
Screen Design considerations
When to use section when you’re customizing
Useful tips Use the Wallpaper screen to adjust the back- 2 screen designs.
ground of all screens. You can only have one
Don’t forget to make sure you
The following screens can be background design for all screens.
have the rights to use any image
customized. We recommend that
you use in your screen designs.
you customize them in this order: Pages
If you use a stock image, make
Single page
sure to adhere to the license
Wallpaper
Fixtures stipulations (like number of
Intro screen A uses, distribution/media regula-
All
(optional) tions, etc.)
Help screen 1
(optional)
Keypad screen
(optional based on fixture)
Directory screen
(optional)
Floors screen
(optional)
Locations screen Process Quick reference
(optional)
Click on a blue dot to see more details about the
Restricted screen
1
Select the Wallpaper screen from the editing tools for the corresponding element, but
(optional) Screen Interfaces menu. remember what page you’re on because there isn’t
a “back” button.
2
Assign screen Customize the wallpaper using the tools Basic Advanced
Cross dispatcher screen in this area. Editable element mode mode
(optional) Select Theme Page to choose a back-ground
N/A
Out of service screen texture and adjust the color or value of the texture
A
Background
using the appropriate sliders.
B Panel
Select Image Page to import a custom image
to place as the background. C Label
Select Paint Page to choose a blank back-
ground, a solid color background, or a custom D Arrow
gradient background.
E Hot button

F Action button

Compass Create Manual 5.3.2


S e ctio n 5 stand -a l o ne a p p l ic a t i o n workflow CONTENTS

5.1 5.2 5.3 5.4 5.5 5.6 5.7

Customize screens
Intro screen

1 2 3 4 5 6 Description
The Intro screen is an optional screen that
Don’t forget
Don’t forget to follow tips you
Customize screens prompts people to interact with the call learned about in the Basic
fixture. The Intro screen transitions to the Screen Design considerations
Home screen when touched. (After a period section when you’re customizing
Useful tips of inactivity, the fixture displays the Intro screen designs.
screen.) Don’t forget to make sure you
The following screens can be
have the rights to use any image
customized. We recommend that When to use you use in your screen designs.
you customize them in this order: Use the Intro screen when you want to If you use a stock image, make
prompt people to interact with a call fixture. 2 C sure to adhere to the license
Wallpaper stipulations (like number of
A good time to employ the Intro screen is
Intro screen when a building’s elevator management uses, distribution/media regula-
(optional) F tions, etc.)
system is upgraded. The Intro screen will
Help screen help people who are encountering Com- Action buttons that appear as
(optional) pass Destination Management system for part of the template are gener-
F ated by the Compass Create
Keypad screen the first time.
Tool and the functionality is
(optional based on fixture)
Pages 1
already established (for example:
Directory screen Single page the Help icon links to the Help
(optional) screen).
Fixtures
Floors screen
Touchpad
(optional)
Legacy Touchpad
Locations screen Touchscreen Quick reference
(optional) Legacy Touchscreen Click on a blue dot to see more details about the
Restricted screen editing tools for the corresponding element, but
(optional) remember what page you’re on because there isn’t
a “back” button.
Assign screen
Process Basic Advanced
Cross dispatcher screen Editable element mode mode
(optional)
1
Select the Intro screen from the Screen
Interfaces menu.
Out of service screen
A
Background
2
From the Edit area, click on the element B Panel
you want to customize to reveal a menu
of editing tools. C Label

D Arrow

E Hot button

F Action button

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5.1 5.2 5.3 5.4 5.5 5.6 5.7

Customize screens
Help screen

1 2 3 4 5 6 Description
The Help screen is an optional screen that
Don’t forget
Don’t forget to follow tips you
Customize screens displays instructions on how to use the call learned about in the Basic
fixture. Screen Design considerations
3 section when you’re customizing
Useful tips When to use 2 screen designs.
Include the Help screen when you want to Don’t forget to make sure you
The following screens can be make sure to give instructions for people have the rights to use any image
customized. We recommend that who might need help understanding how to you use in your screen designs.
you customize them in this order: use the call fixture. If you use a stock image, make
sure to adhere to the license
Wallpaper Pages stipulations (like number of
4
Intro screen Up to 3 pages B uses, distribution/media regula-
1 tions, etc.)
(optional) Tip: Some templates include multiple Help pages.
Help screen If you decide to customize elements on the Help
(optional) screen, make sure to check the other pages
and make the same edits across all Help pages F
Keypad screen to maintain consistency.
(optional based on fixture)
Fixtures
Directory screen
(optional) All
Floors screen
(optional)
Locations screen Process 4
From the Edit area, click on the element Quick reference
(optional) you want to customize to reveal a menu Click on a blue dot to see more details about the
1
Select the Help screen from the Screen editing tools for the corresponding element, but
Restricted screen Interfaces menu. of editing tools.
(optional) remember what page you’re on because there isn’t
Tip: Changes in size and location of one panel
a “back” button.
Assign screen
2
Below the Pink area, select the radio but- will automatically be made to the panel across
ton next to the number of pages you want all screens. However, changes such as addition Basic Advanced
Cross dispatcher screen of panels or labels (user-defined objects) will not Editable element mode mode
to include in the Help screen.
(optional) be automatically made to the panel across all
Tip: If you change the radio button to fewer
Out of service screen pages than the template defines, make sure you
screens. A
Background
incorporate any important content you might B Panel
have lost into the number of pages you selected
to include. C Label
3
From the Pink area, click the Page 1,
Page 2, or Page 3 button to view and D Arrow
edit the corresponding Help screen page.
E Hot button

F Action button

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5.1 5.2 5.3 5.4 5.5 5.6 5.7

Customize screens Other screens

Keypad screen
C

1 2 3 4 5 6 Description
The Keypad screen is a destination entry
F
B
Customize screens screen that displays: 1) a set of up to 12 Extra buttons
virtual buttons; 2) a set of “extra” virtual
2
shortcut buttons; or 3) a set of up to 12 Don’t forget
Useful tips 3
virtual buttons AND a set of “extra” virtual Don’t forget to follow tips you
shortcut buttons. learned about in the Basic
The following screens can be
Screen Design considerations
customized. We recommend that When to use: section when you’re customizing
you customize them in this order: Include the Keypad screen featuring a set screen designs.
of up to 12 virtual buttons on Touch-
Wallpaper Don’t forget to make sure you
pad, Legacy touchpad, Touchscreen, and 4 C have the rights to use any image
Intro screen Legacy touchscreen call fixtures for people E you use in your screen designs.
(optional) to: call an elevator by entering their floor If you use a stock image, make
Help screen destination, enter a security code to access sure to adhere to the license
(optional) restricted floors, or enter a security code to F stipulations (like number of
access elevators during restricted hours. 1 B uses, distribution/media regula-
Keypad screen tions, etc.)
(optional based on fixture) Include the Keypad screen featuring the
Directory screen set of “extra” virtual buttons on Keypad Did you know?
(optional) and Legacy keypad call fixtures to display The Toolbox Panel is the area in
Floors screen frequently called destinations as shortcut which predesigned, preconfig-
buttons. ured navigation icons for each
(optional)
screen appear when you add a
Locations screen Pages 2
From the Pink area, click the Standard Quick reference screen to your configuration file
(optional) Idle, Security Idle, or Input button to or disappear when you remove
• Standard Idle: prompts people to call an Click on a blue dot to see more details about the
a screen from your configura-
Restricted screen view and edit the corresponding Keypad editing tools for the corresponding element, but
elevator by entering their floor destination tion file. Changes made to the
(optional) screen page. remember what page you’re on because there isn’t
a “back” button. Toolbox Panel are reflected on
Assign screen • Security Idle: prompts people to enter a all Keypad, Locations, Direc-
security code to access elevators during re-
3
Below the Pink area, check the “Extra Basic Advanced
tory, Restricted, and Floors
Cross dispatcher screen Buttons” box to add the extra virtual Editable element mode mode
stricted hours or to access restricted floors screens. You cannot copy or
(optional) buttons; uncheck the box to remove the remove navigation icons from
Out of service screen • Input: shows people what buttons extra virtual buttons.
A
Background the Toolbox Panel because they
they entered are determined by the system. If
4
From the Edit area, click on the element B Panel there are no additional screens
Tip: Format all of the Keypad screen pages to you want to customize to reveal a menu the Toolbox Panel automatically
match for consistency. of editing tools. C Label disappears.
Fixtures Tip: To move the Extra buttons panel: the panel
D Arrow

All cannot be touching any other panel.
All changes to the keypad panel
E Hot button are reflected on all pages in the
Process Keypad screen and the Code
1
Select the Keypad screen from the Screen F Action button Prompt and Code Accepted
Interfaces menu. pages in the Restricted screen.

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5.1 5.2 5.3 5.4 5.5 5.6 5.7

Customize screens Other screens


C

Directory screen
E

F
1 2 3 4 5 6 Description
The Directory screen allows people to B
Customize screens search a building directory through an index Directory List page
screen or directory list, as well as select a 2
destination that calls an elevator to take
Useful tips them to the selected destination.
C
The following screens can be When to use: C
customized. We recommend that Use the Directory screen for buildings with
you customize them in this order: multiple retail or commercial tenants, or
buildings with many residential tenants. F
Wallpaper
B
Intro screen Pages 1 No Entry page
F
(optional)
• Show Index: allows people to apply a filter 3
Help screen to the directory list for easier searching F Don’t forget
(optional)
• Show Directory List: allows people to page Don’t forget to follow tips you
Keypad screen B learned about in the Basic
through all directory entries
(optional based on fixture) Screen Design considerations
• Show No Entry: screen that displays section when you’re customizing
Directory screen
when there are no entries for the character screen designs.
(optional)
selected from the Index page Don’t forget to make sure you
Floors screen
have the rights to use any image
(optional) Tip: You cannot remove any buttons from the you use in your screen designs.
Locations screen Index page screen. If you use a stock image, make
Process Quick reference
(optional) Buttons shown on the Directory List page screen sure to adhere to the license
Click on a blue dot to see more details about the
Restricted screen
are placeholders to show you what the buttons 1
Select the Directory screen from the editing tools for the corresponding element, but
stipulations (like number of
look like—after you configure the directory from Screen Interfaces menu. uses, distribution/media regula-
(optional) the Directory mode, you can return to Screen Edit remember what page you’re on because there isn’t tions, etc.)
a “back” button.
Assign screen mode and click on the Directory screen to preview 2
From the Pink area, click the Show
what the buttons look like with your directory Index, Show Directory List, or Show Basic Advanced Did you know?
Cross dispatcher screen entries. Editable element mode mode
No Entry button to view and edit the The Toolbox Panel is the area in
(optional)
You cannot delete the page forward and page corresponding Directory screen page. which predesigned, preconfig-
Out of service screen backward buttons that appear when you have
A
Background ured navigation icons for each
multiple directory page screens. 3
From the Edit area, click on the element B Panel
screen appear when you add a
Adjust button spacing and placement more
you want to customize to reveal a menu screen to your configuration file
of editing tools. or disappear when you remove
precisely from the Directory mode. C Label a screen from your configura-
Tip: Edits made to the Directory list panel are tion file. Changes made to the
reflected across all Directory List pages. Use the D Arrow Toolbox Panel are reflected on
“Apply All” feature when editing buttons to apply
Fixtures the same edits to all buttons within the same
all Keypad, Locations, Direc-
Touchpad E Hot button tory, Restricted, and Floors
panel. Edits made to the page forward and page screens. You cannot copy or
Legacy Touchpad backward buttons will appear on all Directory
F Action button remove navigation icons from
Touchscreen List pages. the Toolbox Panel because they
Legacy Touchscreen are determined by the system. If
there are no additional screens
the Toolbox Panel automatically
disappears.

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5.1 5.2 5.3 5.4 5.5 5.6 5.7

Customize screens Other screens

Floors screen E C

1 2 3 4 5 6 Description
F
The Floors screen is a destination entry screen B
Customize screens that displays a virtual button for each floor. Input page
People touch a virtual button corresponding 3a
to their floor destination to call an elevator to 2 Don’t forget
Useful tips take them to the selected destination.
3b Don’t forget to follow tips you
learned about in the Basic
The following screens can be When to use: 1
customized. We recommend that Screen Design considerations
Use the Floors screen as an alternative section when you’re customizing
you customize them in this order: screen to the Keypad screen. screen designs.
Wallpaper C Don’t forget to make sure you
Pages E
4 have the rights to use any image
Intro screen • Up to 3 pages for floor buttons you use in your screen designs.
(optional)
If you use a stock image, make
Tip: If a screen has multiple pages, make sure
Help screen F sure to adhere to the license
to check the other pages and make the same edits
(optional) stipulations (like number of
across all applicable pages in order to maintain
B uses, distribution/media regula-
Keypad screen consistency.
tions, etc.)
(optional based on fixture)
• Standard Idle: prompts people to call an
Directory screen elevator by selecting the button that cor- Did you know?
(optional) responds to their floor destination The Toolbox Panel is the area in
Floors screen which predesigned, preconfig-
(optional) • Security Idle: prompts people to enter a ured navigation icons for each
security code to access elevators during re- screen appear when you add a
Locations screen stricted hours or to access restricted floors Tip: If you change the radio button to fewer pages Quick reference screen to your configuration file
(optional) than the template defines, make sure you incorpo- or disappear when you remove
Click on a blue dot to see more details about the a screen from your configura-
Restricted screen • Input: shows people what floor they entered rate any important content you might have lost into
editing tools for the corresponding element, but
the number of pages you selected to include. tion file. Changes made to the
(optional) Tip: You cannot delete the page forward and page remember what page you’re on because there isn’t
Toolbox Panel are reflected on
backward buttons that appear when you have 3a Above the radio buttons, click the Page 1, a “back” button.
Assign screen all Keypad, Locations, Direc-
multiple pages of floor buttons. Basic Advanced
Page 2, or Page 3 button to view and edit tory, Restricted, and Floors
Cross dispatcher screen Editable element mode mode
the corresponding Floors screen page. screens. You cannot copy or
(optional) Fixtures remove navigation icons from
Out of service screen Touchpad 3b Below the radio buttons, click the Standard

A
Background the Toolbox Panel because they
Legacy Touchpad Idle, Security Idle, or Input button to view are determined by the system. If
B Panel there are no additional screens
Touchscreen and edit the corresponding Floors screen page.
Legacy Touchscreen the Toolbox Panel automatically
4
From the Edit area, click on the element C Label disappears.
Process you want to customize to reveal a menu The “Apply-All” feature only
D Arrow
of editing tools. applies the edits to other floor
1
Select the Floors screen from the Screen Tip: Edits to the size and location of the Floors panel buttons of the same type (action
Interfaces menu. E Hot button or hot) on the same page.
are reflected across all Floors screen pages. Edits
2
Select the radio button next to the number to the Floors panel such as adding user-defined
F Action button
of pages you want to include to display floor objects (panel, label, etc.) are not auto-matically
displayed on other Floors screen pages.
buttons.

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5.1 5.2 5.3 5.4 5.5 5.6 5.7

Customize screens Other screens

Locations screen E C

1 2 3 4 5 6 Description
F
The Locations screen displays a set of virtual B
Customize screens buttons for frequently called destinations. Input page
People touch a virtual button correspond- 3a
ing with their desired destination to call 2
Useful tips Don’t forget
an elevator to take them to the selected
3b Don’t forget to follow tips you
destination.
The following screens can be learned about in the Basic
customized. We recommend that When to use: Screen Design considerations
you customize them in this order: section when you’re customizing
Include the Locations screen to display a
screen designs.
screen of virtual shortcut buttons.
Wallpaper Don’t forget to make sure you
E C
4
Intro screen Pages have the rights to use any image
(optional) 1 you use in your screen designs.
• Up to 3 pages for location buttons If you use a stock image, make
Help screen sure to adhere to the license
Tip: If a screen has multiple pages, make sure F
(optional) stipulations (like number of
to check the other pages and make the same edits
Keypad screen across all applicable pages in order to maintain B uses, distribution/media regula-
(optional based on fixture) consistency. tions, etc.)

Directory screen • Standard Idle: prompts people to call an


(optional) elevator by selecting the button that cor-
Did you know?
Floors screen responds to their destination
(optional) The Toolbox Panel is the area in
• Security Idle: prompts people to enter a which predesigned, preconfig-
Locations screen security code to access elevators during re- Tip: If you change the radio button to fewer pages Quick reference ured navigation icons for each
(optional) than the template defines, make sure you incorpo- screen appear when you add a
stricted hours or to access restricted floors Click on a blue dot to see more details about the
rate any important content you might have lost into screen to your configuration file
Restricted screen editing tools for the corresponding element, but
• Input: shows people the floor number of the number of pages you selected to include. or disappear when you remove
(optional) remember what page you’re on because there isn’t
their destination selection a “back” button. a screen from your configura-
3a Above the radio buttons, click the Page 1,
Assign screen tion file. Changes made to the
Page 2, or Page 3 button to view and edit Basic Advanced
Tip: You cannot delete the page forward and page Toolbox Panel are reflected on
Cross dispatcher screen Editable element mode mode
backward buttons that appear when you have the corresponding Locations screen page. all Keypad, Locations, Direc-
(optional)
multiple pages of location buttons. tory, Restricted, and Floors
Out of service screen
3b Below the radio buttons, click the Standard

A
Background screens. You cannot copy or
Fixtures Idle, Security Idle, or Input button to view remove navigation icons from
B Panel
All and edit the corresponding Locations screen the Toolbox Panel because they
page. are determined by the system. If
C Label there are no additional screens
Process 4
From the Edit area, click on the element the Toolbox Panel automatically
you want to customize to reveal a menu D Arrow disappears.
1
Select the Locations screen from the of editing tools. The “Apply-All” feature only ap-
Screen Interfaces menu. E Hot button
Tip: Edits to size and location of the locations panel plies the edits to other location
2
Select the radio button next to the number are reflected across all Locations screen pages.
F Action button
buttons of the same type (action
of pages you want to include to display loca- Edits to the locations panel such as adding user- or hot) on the same page.
tion buttons. defined objects (panel, label, etc.) are not auto-
matically displayed on other Locations screen pages.

Compass Create Manual 5.3.8


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5.1 5.2 5.3 5.4 5.5 5.6 5.7

Customize screens
Restricted screen

1 2 3 4 5 6 Description
The Restricted screen displays a set of
Other screens

Customize screens virtual buttons that represent restricted


operations. Touching one of the Restricted
2
buttons prompts you to scan a security E C
Useful tips credential or enter a security code to access
restricted operations.
The following screens can be
customized. We recommend that When to use F
you customize them in this order: Include the Restricted screen to display F B
virtual buttons that are used for gaining Code Prompt page
Wallpaper C
access to restricted operations. 3
Intro screen
(optional) Pages
Help screen • Standard Idle: prompts people to select an F
(optional) option with restrictions
Keypad screen 1 B
(optional based on fixture) • Security Idle: prompts people to present a
security credential to access the selected
Directory screen restricted option
(optional)
Floors screen • Input: shows people the floor number they
(optional) entered
Locations screen • Code Prompt: prompts people to enter Fixtures Quick reference Don’t forget
(optional) a security code to access elevator for All Click on a blue dot to see more details about the Don’t forget to follow tips you
Restricted screen selected restricted option editing tools for the corresponding element, but learned about in the Basic
(optional) remember what page you’re on because there Screen Design considerations
• Code Accepted: confirms security code is Process isn’t a “back” button. section when you’re customizing
Assign screen accepted and prompts people to enter the Basic Advanced screen designs.
Cross dispatcher screen floor number of their restricted destination
1
Select the Restricted screen from the Editable element mode mode
Screen Interfaces menu. Don’t forget to make sure you
(optional) selection have the rights to use any image
Out of service screen • Code Rejected: alert screen saying security
2
Click the Standard Idle, Security Idle,
A
Background you use in your screen designs.
Input, Code Prompt, Code Accepted, or If you use a stock image, make
code is rejected and reveals restricted B Panel
Code Rejected button to view and edit the sure to adhere to the license
selections again to restart process stipulations (like number of
corresponding Restricted screen page.
C Label uses, distribution/media regula-
3
From the Edit area, click on the element tions, etc.)
you want to customize to reveal a menu D Arrow
of editing tools.
E Hot button
Tip: Edits to the restricted panel, including added
user-defined objects, are reflected across all F Action button
Restricted screen pages.

Compass Create Manual 5.3.9


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5.1 5.2 5.3 5.4 5.5 5.6 5.7

Customize screens
Assign screen

1 2 3 4 5 6 Description
The Assign screen displays a directional
Other screens

Customize screens arrow that directs people in the direction


of their assigned elevator. 2
C
Useful tips When to use
The Assign screen is always used to provide
The following screens can be people with their car assignment.
customized. We recommend that
you customize them in this order: Pages
C
Wallpaper • Standard Assign: displays the floor destina- D
Access Denied page
tion, assigned elevator, and a directional 3
Intro screen C
(optional) arrow pointing in the direction of the elevator
or elevator bank 1
Help screen
(optional) • Access Denied: alerts people that they
Keypad screen don’t have access to the destination they
(optional based on fixture) requested
Directory screen • Invalid: alerts people that the destination
(optional) they requested is invalid and displays the
Floors screen invalid entry in small type
(optional)
Locations screen Process Quick reference Don’t forget
(optional) Fixtures
Click on a blue dot to see more details about the Don’t forget to follow tips you
Restricted screen
All 1
Select the Assign screen from the Screen editing tools for the corresponding element, but
Interfaces menu. learned about in the Basic
(optional) remember what page you’re on because there isn’t Screen Design considerations
a “back” button.
Assign screen
2
Click the Standard Assign, Access section when you’re customizing
Denied, or Invalid button to view and edit Basic Advanced screen designs.
Cross dispatcher screen Editable element mode mode
the corresponding Assign screen page. Don’t forget to make sure you
(optional)
have the rights to use any image
Out of service screen
3
From the Edit area, click on the element
A
Background you use in your screen designs.
you want to customize to reveal a menu If you use a stock image, make
B Panel sure to adhere to the license
of editing tools.
stipulations (like number of
Tip: Edits to size and location of the assign panel C Label uses, distribution/media regula-
are reflected across all Assign screen pages AND
tions, etc.)
the Cross Dispatcher screen page. Edits to the
D Arrow
assign panel such as adding user-defined objects
(panel, label, etc.) are not automatically displayed
on other Assign screen pages. Edits made to the E Hot button
entry reference text on the Standard Assign page are
also reflected on the Invalid page. F Action button

Compass Create Manual 5.3.10


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5.1 5.2 5.3 5.4 5.5 5.6 5.7

Customize screens
Cross dispatcher screen

1 2 3 4 5 6 Description
The Cross dispatcher screen displays a
Don’t forget
Don’t forget to follow tips you
Customize screens directional cue telling people which elevator learned about in the Basic
will take them to their destination. Screen Design considerations
section when you’re customizing
Useful tips When to use screen designs.
The Cross dispatcher screen is only used Don’t forget to make sure you
The following screens can be during the modernization phase. During have the rights to use any image
customized. We recommend that modernization, a building is being transi- you use in your screen designs.
you customize them in this order: D
tioned from traditional cars to Compass cars If you use a stock image, make
1 2 C
and there will be a period of overlap when a sure to adhere to the license
Wallpaper stipulations (like number of
building has both traditional and Compass
Intro screen uses, distribution/media regula-
cars. When the system determines that the
(optional) tions, etc.)
best elevator is a traditional car, the Cross
Help screen dispatcher screen is displayed, telling people
(optional) to go to the traditional car and wait for it to
Keypad screen arrive. Once people board the traditional car,
(optional based on fixture) they will enter their destination by press-
ing the appropriate floor button on the car
Directory screen
operating panel inside the elevator.
(optional)
Floors screen Pages
(optional)
• Single page
Locations screen Fixtures Quick reference
(optional)
All Click on a blue dot to see more details about the
Restricted screen editing tools for the corresponding element, but
(optional) remember what page you’re on because there
Process isn’t a “back” button.
Assign screen
Basic Advanced
Cross dispatcher screen
1
Select the Cross dispatcher screen from Editable element mode mode
(optional)
the Screen Interfaces menu.

Out of service screen 2


From the Edit area, click on the element
A
Background
you want to customize to reveal a menu
B Panel
of editing tools.
Tip: Edits to size and location of the cross C Label
dispatcher panel are reflected across all Assign
screen pages. D Arrow

E Hot button

F Action button

Compass Create Manual 5.3.11


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5.1 5.2 5.3 5.4 5.5 5.6 5.7

Customize screens
Out of service screen

1 2 3 4 5 6 Description
The Out of service screen tells people that
Don’t forget
Don’t forget to follow tips you
Customize screens a call fixture is not available for use. learned about in the Basic
Screen Design considerations
When to use section when you’re customizing
Useful tips The Out of service screen automatically screen designs.
displays when a call fixture is out of service Don’t forget to make sure you
The following screens can be for various reasons. have the rights to use any image
customized. We recommend that B C you use in your screen designs.
you customize them in this order: Pages If you use a stock image, make
2
1 sure to adhere to the license
Wallpaper • Single page stipulations (like number of
Intro screen C uses, distribution/media regula-
Fixtures tions, etc.)
(optional)
All
Help screen
(optional)
Process
Keypad screen
(optional based on fixture) 1
Select the Out of service screen from the
Directory screen
Screen Interfaces menu.
(optional) 2
From the Edit area, click on the element
Floors screen you want to customize to reveal a menu
(optional) of editing tools.
Locations screen Quick reference
(optional)
Click on a blue dot to see more details about the
Restricted screen editing tools for the corresponding element, but
(optional) remember what page you’re on because there
isn’t a “back” button.
Assign screen
Basic Advanced
Cross dispatcher screen Editable element mode mode
(optional)
Out of service screen
A
Background
B Panel

C Label

D Arrow

E Hot button

F Action button

Compass Create Manual 5.3.12


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5.1 5.2 5.3 5.4 5.5 5.6 5.7

Configure keypad (optional)


Configure physical key functionality

123456 Process Don’t forget


Don’t forget to follow tips you
Configure keypad 1
Make sure you’re in Keypad mode. learned about in the Basic
optional Screen Design considerations
2
Select a key to configure. section when you’re customizing
Configure physical key screen designs.
3
functionality Configure the functionality of the selected Don’t forget to make sure you
key by specifying attributes under the have the rights to use any image
Basic, Definition, Text, and Audio tabs. you use in your screen designs.
If you use a stock image, make
(Note: the edits you make to functionality sure to adhere to the license
in Keypad mode only apply to physical stipulations (like number of
keys. You will most likely only need to edit uses, distribution/media regula-
the configuration of the Wheelchair button.) tions, etc.)

Did you know?


Standard physical keypad comes
with 12 buttons: 0-9, and two
extra buttons. To change the
label of one of the extra physical
keypad buttons, you need to
reorder the custom piece and
have it installed.

Compass Create Manual 5.4.1


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5.1 5.2 5.3 5.4 5.5 5.6 5.7

Configure directory (optional)


Configure the index page

123456 Process Don’t forget


Don’t forget to follow tips you
Configure directory 1
Make sure you’re in Directory mode. learned about in the Basic
optional Screen Design considerations
2
Select the Index Page tab. section when you’re customizing
Configure the index page screen designs.
Don’t forget to make sure you
Configure the floor directory have the rights to use any image
you use in your screen designs.
If you use a stock image, make
sure to adhere to the license
3
Define the Character and Key content. stipulations (like number of
uses, distribution/media regula-
tions, etc.)
4
Adjust button arrangement, margins,
and space between buttons with these
controls.
Did you know?
Buttons on the Index page scale
5
Click Apply. (If you do not click “Apply,” to fit on one page, so beware of
your edits will not be saved.) adding too many buttons.
After you configure the index
page, you can switch back to
Screen Edit mode and select
the Directory screen to see what
your button pages look like.
Refine button design in Screen
Edit mode, or switch back to
Directory mode/IndexPage tab
to refine button position and
spacing.
It is possible to edit button
design from the Directory mode
by clicking the “Edit Design
button, but editing design
attributes out of context is not
recommended.

Compass Create Manual 5.5.1


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5.1 5.2 5.3 5.4 5.5 5.6 5.7

Configure directory (optional)


Configure the floor directory

123456 Process Don’t forget


Don’t forget to follow tips you
Configure directory 1
Make sure you’re in Directory mode. learned about in the Basic
optional Screen Design considerations
section when you’re customizing
2
Select the Floor Directory tab.
Configure the index page screen designs.
Don’t forget to make sure you
Configure the floor directory have the rights to use any image
you use in your screen designs.
If you use a stock image, make
sure to adhere to the license
3
Define the Directory destination, Floor, stipulations (like number of
Rear-door access, and Key content. uses, distribution/media regula-
tions, etc.)
4
Adjust button arrangement, margins,
and space between buttons with these
controls.
Did you know?
The Floor Directory is limited
to 200 buttons.
5
Click Apply. (If you do not click “Apply,”
your edits will not be saved.) After you configure the floor
directory, you can switch back
to Screen Edit mode and select
the Floors screen to see what
your button pages look like.
Refine button design in Screen
Edit mode, or switch back to
Directory mode/FloorDirectory
tab to refine button position and
spacing.
It is possible to edit button
design from the Directory mode
by clicking the “Edit Design but-
ton, but editing design attributes
out of context is not recom-
mended.

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5.1 5.2 5.3 5.4 5.5 5.6 5.7

Preview & Save


Preview screens

123456 Process Did you know?


If you have access to the
Preview & Save Click the Advanced icon.
1
Advanced options, you can edit
Note: Advanced features are password- text from the Text Edit mode.
protected; contact your Otis Contract You can change screen
Preview screens Engineer for access. resolution from the Advanced
(Advanced mode only)
options menu Text Edit mode.
Instead of reconfiguring a
Save to Compass Server
2
Select Images to preview all of the
images used in your screen designs; template for multiple resolutions,
simply develop one template,
select Text Edit preview and edit
then change the resolution to
all design attributes included in your another size and reorganize the
configuration file; or select Slideshow content on all screens to fit the
for a comprehensive preview of each new screen size.
interface screen.

3
Click Screen Edit icon to continue
customizing your configuration file.

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5.1 5.2 5.3 5.4 5.5 5.6 5.7

Preview & Save


Save to Compass Server

123456 Process Did you know?


You must save your configuration
Preview & Save 1
Click the Save icon. file to the Compass Server in
order to assign it to call fixtures
in the Schedule section.
Preview screens
(Advanced mode only)
2
Select My PC as Backup.
Save to Compass Server

3
Copy the configuration file to a flash drive
and transfer the file to your Compass
Work Station PC.
4
4
Open the configuration file with the Web
Application.
5
Click the Save button and choose Com-
pass Server.
5

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5.1 5.2 5.3 5.4 5.5 5.6 5.7

Schedule
Schedule with Web Application

123456 Process
1
Did you know?
You must save your configuration
Schedule From the Web Application, use the file to the Compass Server in
Schedule section to schedule
order to assign it to call fixtures
your configuration file. in the Schedule section.
Schedule with Click here or refer to the Web
Web Application
Application Workflow Step 6
section of this manual for step-
by-step guidance for scheduling
your configuration file.

Compass Create Manual 5.7.1


CONTENTS
6
S E C T I O N

Application Details
Web Application Home section
6.1.1 Things you can do in the Home section
6.2.1 Component Glossary

Web Application Create section


6.3.1 Things you can do in the Create section
6.4.1 Component Glossary

Web Application Schedule section


6.5.1 Things you can do in the Schedule section
6.6.1 Component Glossary

Stand-alone Application
6.7.1 Things you can do in the Stand-alone Application
6.8.1 Component Glossary

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6.1 6.2 6.3 6.4 6.5 6.6 6.7 6.8

Web Application Home Section


Things you can do in the Home Section

This is the landing page for the Here are things you can do in the Web Application Home Section.
Web Application Home Section. Choose an interface screen template to edit, delete, or backup

Click “Create or modify a Choose a call fixture Select a template The tool transitions to the
template” Screen Edit mode (in the
Create section), and you can
start editing the template

Edit global labels

Click “Create or modify a Choose “Global labels” Select Floors, Cars, Start editing
template” or Groups

Navigate to the Schedule section

Click “Schedule or assign Start scheduling


templates”

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Web Application Home Section


Component Glossary

“Select an option to get started” screen “Select your device” screen

1 2

3 4

2 4

1
Create section Click this shortcut but- 3
Create or modify a template Click this 1
Go back Click the blue arrow to navigate 4
Global Labels button Click this button
ton to transition to the Create section. button to transition to the “Select your back to the previous screen. to view or edit building-wide floor, group,
(Note: The Create section shortcut button device” screen and start the process of or car labels. Global labels for cars and
is useful when you want to open a file selecting a template to modify, or creating
2
Device info See the name and image groups ensure that car and group labels
of each device that has templates. The
that is saved on your desktop. From the or modifying Global Labels. are consistent across all call fixtures.
number of available templates for each
Create section you can click the “Open” Global floor labels allow you to rename a
icon in the Mode or Command Bar to
4
Schedule and Assign Templates device is displayed in the green dot.
floor to something other than a positive
Click this button to transition to the
open a template configuration file to
Schedule section, then assign templates
3
Horizontal scrollbar Use the horizontal number (for example: P1 or -1).
modify it.) scrollbar to see more device options
you’ve already created and saved to one
and to see the icon that takes you to the
2
Schedule section Click this shortcut or more devices. You can also configure
Global Labels editing screen.
button to transition to the Schedule security schemes and hardware profiles
section, then assign templates you’ve al- to one or more devices from the Sched-
ready created and saved to one or more ule section.
devices. You can also configure security
schemes and hardware profiles to one or
more devices from the Schedule section.

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Web Application Home Section


Component Glossary

“Select a template” screen

1
Go back Click the blue arrow to navigate
back to the previous screen.
2
Template info Template name, Default
indicator, Resolution, and Device Type
information is noted underneath the
preview image of each available template.

Edit a template by clicking its preview


image or the “Edit” link.

Delete a template by clicking the


“Delete” link.

Backup: This feature is not available at


this time.

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Web Application Home Section


Component Glossary

“Global Labels/Building-wide Labels/Floors” screen “Global Labels/Building-wide Labels/Groups” screen

1 2 3 1 2 3

4
4 5
5 6 7

6 7

8 9

1
Floors link Click this link to view, add, 7
Delete To delete an entry, click the “x” 1
Floors link Click this link to view, add, 6
Save to DES Click the “Save to DES”
delete, or edit building-wide floor labels. icon in the row of the entry you’d like to delete, or edit building-wide floor labels. button to save a copy of the Global
delete. Labels data to your desktop.
2
Groups link Click this link to view or edit 2
Groups link Click this link to view or edit
building-wide group labels. 8
Save to DES Click the “Save to DES” building-wide group labels. 7
Apply to Templates Click the “Apply to
button to save a copy of the Global Templates” button to apply the changes
3
Cars link Click this link to view or edit Labels data to your desktop.
3
Cars link Click this link to view or edit you made to all templates.
building-wide car labels. building-wide car labels.
9
Apply to Templates Click the “Apply to
4
Add label Click the plus sign icon to add Templates” button to apply the changes
4
Text cells Click in the appropriate cell to
a building-wide floor label. edit content.
you made to all templates.
5
Text cells Click in the appropriate cell to 5
Icon Label Preview of the label assigned
edit content. to each entry; click the image to replace it.
6
Icon Label Preview of the label assigned
to each entry; click the image to replace it.

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Web Application Home Section


Component Glossary

“Global Labels/Building-wide Labels/Cars” screen

1 2 3

4 5

6 7

1
Floors link Click this link to view, add, 6
Save to DES Click the “Save to DES”
delete, or edit building-wide floor labels. button to save a copy of the Global
Labels data to your desktop.
2
Groups link Click this link to view or edit
building-wide group labels. 7
Apply to Templates Click the “Apply to
Templates” button to apply the changes
3
Cars link Click this link to view or edit you made to all templates.
building-wide car labels.
4
Text cells Click in the appropriate cell to
edit content.
5
Icon Label Preview of the label assigned
to each entry; click the image to replace it.

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6.1 6.2 6.3 6.4 6.5 6.6 6.7 6.8

Web Application Create Section


Things you can do in the Create Section

This is the landing page for the Here are things you can do in the Web Application Create Section.
Web Application Create Section. Choose an interface screen template to edit, configure keypad, configure directory,
view comprehensive preview and access advanced options, and save

Click “Create or modify a Choose a call fixture Select a template Edit template
template”

Note: The Advanced options


are password-protected. If
you need access to Advanced
features, contact your Otis
Contract Engineer.

Click the Keypad icon to Click the Directory icon Click the Advanced icon to
configure keypad to configure directory see a menu of advanced options

Open an existing template file to edit

Note: Use this process when


if you use the Stand-alone Ap-
plication to edit a configuration
file—save the configuration file
you edited on your laptop with
the Stand-alone Application to a
flashdrive or your desktop, then
open the file by following this
Click the “Create” shortcut Click “Open” and browse Start editing process. In order to schedule
any configuration file, you need
button and choose a file from your
to use the Schedule section of
desktop to open the Web Application.

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6.1 6.2 6.3 6.4 6.5 6.6 6.7 6.8

Web Application Create Section


Component Glossary

Create Section header area & Mode or Command icons

1 2

3 4 5 6 7 8 9 10

1
Disk used and Memory used indica- 4
Save (Command) Click the “Save” icon to 7
Keypad (Mode) Click the “Keypad” icon 10 Advanced (Mode) Click the “Advanced”

tors Keep track of how much disk and save the configuration file you’re currently to edit content and configure the physical icon to see comprehensive previews of
memory space you have left. Contact working on to your desktop or to the keypad buttons (if applicable). all images, and text, or a slideshow of
Otis if you need more disk space or Compass Server. A configuration file must all screens, included in your configuration
memory. be saved to the Compass Server in order
8
Directory (Mode) The “Directory” icon file. The “Advanced” menu is password-
will remain grayed out until a “Directory”
to schedule it. protected, contact your Otis Contract
2
Section navigation Navigate to differ- screen is added to the configuration file.
Engineer for access.
ent sections by clicking the appropriate 5
Undo (Command) Click the “Undo” icon Click the “Directory” icon to edit content
shortcut button. to undo an action or a series of actions. and configure the directory.
3
Open (Command) Click the “Open” icon 6
Screen Edit (Mode) “Screen Edit” mode 9
Restore (This feature is not available at
to open a configuration file that is saved is the default mode in the Create Section. this time.)
on your PC. Edit screen designs and content in this
mode.

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6.1 6.2 6.3 6.4 6.5 6.6 6.7 6.8

Web Application Create Section


Component Glossary

Screen Edit mode

6
5
7 8 9 10 11
1 12
13
2

1
Add or Remove screens menu Add or ing—click on panels or objects to reveal ality. Hot buttons can be added on these templates available for you to load and
remove screens from your configuration editing tools. specific screens: Keypad screen, Floors edit. Click on a template thumbnail or the
file by checking or unchecking the appro- screen (pages 1–3), and Locations screen “Edit” link underneath a template thumb-
priate boxes. (Note: You cannot uncheck
5
Zoom slider Drag the indicator along the (pages 1–3). nail in the Available Templates menu to
slider to zoom in or out on the edit area.
a screen that is assigned as the Home load it and begin editing.
9
Panel button Drag and drop this icon onto
Screen in the Screen Interfaces menu) 6
Advanced mode Check the box labeled the screen in the edit area to add a user- Note: Before loading a new template,
“Advanced” to access more editing capa-
2
Home Screen menu Assign the Home defined panel. User-defined panels cannot changes to the current template you’re
bilities. (This mode is password-protected.)
screen by choosing a screen from the overlap existing panels. User-defined pan- editing need to be saved or they will be
drop-down menu. 7
Label button Drag and drop this icon els are added to feature messages, ads, lost.
into a panel on the screen in the edit area etc. 12 Additional pages The buttons shown
3
Screen Interfaces list Screens shown to add a label field.
in this area are the screens included in 10 Restricted button This feature only ap- in this area will reveal additional pages

your configuration file. Click a screen 8
Hot button Drag and drop this icon into pears on the Restricted screen. Drag and that can be added or edited for a specific
thumbnail to edit or view it in the edit area. a panel on the screen in the edit area to drop this icon into a panel on a Restricted interface screen.
add a hot button. Hot buttons can only screen to add a restricted action button. 13 Extra buttons Check this box if you
4
Edit area The screen shown in this be added on certain screens, otherwise
area is the screen you’re currently edit- 11 Available Templates menu The Avail- need extra buttons to include on a
the tool does not recognize the function-
able Templates menu displays all fixture screen.

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Web Application Create Section


Component Glossary

Keypad mode

2 1

3
4
5
6
7
8
9
10

11
12
13
14

1
Physical Keypad Click a key on the 6
Label The label indicates the label on the negative value; combo: value is added to descriptor values are 4, 8, 16, 32, 64 and
illustrated version of the Physical Keypad physical key. the numeric value entered, for example if the integer entered is a sum of the type
to view or configure functionality. P=30, P1=31; null: no action when key is descriptor values which are active for the
7
Immediate Checked box means desti- pressed) button.
2
Basic tab Nothing is editable here nation is entered right away without wait-
ing for further input. An unchecked box 11 Text tab Edit the text associated with
9
Button Trigger Checkbox has no
3
Definition tab Define the configuration of means a delay occurs so that another key function at this time. Blank: no special the selected physical key using the tools
the selected key on the physical keypad
may be combined with this key to form a trigger; ADA: key defined as accessibility under this tab.
using the tools under this tab.
multi-digit destination. key for a keypad; ADATS: key defined as 12 userEntryLabelMain What is displayed

4
Floor Click to edit the floor associated accessibility key for a touch screen; BL: as feedback when passenger presses the
with the selected key.
8
Special Button Type Check this box PIN preamble; BR: passcode preamble
to set the Hot Button Flags (standard: button.
5
Rear Door Checked box means that refers to a numeric 0-9 key; rear: used 10 Passenger Type Enable Check box
13 Audio tab Edit audio associated with
there is a rear door associated with the in combination with a numeric entry, this to define passenger type. TD_Bits show
the selected physical key using the tools
selected key. Unchecked box means adds rear door to destination; append- a box to enter an integer. TD means under this tab.
there is no rear door associated with the rear: applies to immediate hot buttons passenger Type Descriptor. Possible
selected key on the keypad. when hot button destination is a rear passenger descriptors include VIP, split 14 WavFile Click the icon to add or replace

opening; negative: numeric entry is a group, cart, contract types 1–4. Type a sound effect associated with the se-
lected physical key.

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6.1 6.2 6.3 6.4 6.5 6.6 6.7 6.8

Web Application Create Section


Component Glossary

Directory mode, Index Page tab

1
2 7 8
3
4
5
6
9

1
Index Page tab Configure the Directory 4
Margins (top, left, bottom, right) 8
Key Double-click in a cell to edit the Key.
Index Page from this tab. Define the margins that the index screen (“Key” is a method of linking directory
buttons will display within. Margins are de- entries to the index page. An index but-
2
Number of Rows Define the number fined in pixels and coordinates are relative to ton with the key of “a” would pull up all
of rows of buttons the index screen will
the area of the panel containing the buttons. directory entries with a key of “a.” This
display. (The index page is limited to one
is needed in order to group entries non-
page and the buttons scale to fit; the 5
Gap between buttons Define the space alphabetically to support Asian languages
more buttons you add, the smaller they between the index screen buttons.
or groups/indices such as doctors,
get in order to fit to one page.) 6
Edit Design Click this button to edit the lawyers, etc.)
3
Number of Columns Define the number design of the buttons.
of columns of buttons the index screen
9
Apply Click this button to apply any
will display.
7
Char Double-click in a cell to edit the changes you made.
Character (each row appears as an
individual button on the Directory screen)

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6.1 6.2 6.3 6.4 6.5 6.6 6.7 6.8

Web Application Create Section


Component Glossary

Directory mode, Floor Directory tab

1
2 7 8 9 10
3
4
5
6
11

1
Floor Directory tab Configure the Floor 5
Gap between buttons Define the space 9
Rear Double-click in a cell to activate
Directory Pages from this tab. between the floor directory buttons. (“true”) or deactivate (“false”) the rear-
door option per destination.
2
Number of Rows Define the number of 6
Edit Design Click this button to edit the
rows of buttons each floor directory page design of the buttons. 10 Key Double-click in a cell to enter or

will display. edit the Key (“Key” is a method of linking
7
Directory Label Double-click in a cell
directory entries to the index page. An
3
Number of Columns Define the number to edit the content that appears on the
of columns of buttons each floor directory directory button. index button with the key of “a” would
page will display. pull up all directory entries with a key
8
Floor Double-click in a cell to edit the of “a.” This is needed in order to group
4
Margins (top, left, bottom, right) floor associated with a directory button. entries non-alphabetically to support
Define the margins the floor directory Asian languages or groups/indices such
buttons will display within. Margins are as doctors, lawyers, etc.)
defined in pixels and coordinates are
relative to the area of the panel containing 11 Apply Click this button to apply any

the buttons. changes you made.

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6.1 6.2 6.3 6.4 6.5 6.6 6.7 6.8

Web Application Create Section


Component Glossary

Advanced options menu Images option

1 2

1
Image option The Advanced Image 2
Image tabs All images included in the con-
option allows you to preview all images figuration file are divided into groups. Each
included in your configuration file. tab represents a group of images. Click on
the tab to preview the images.

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6.1 6.2 6.3 6.4 6.5 6.6 6.7 6.8

Web Application Create Section


Component Glossary

Advanced options menu Text Edit option, Editor tab

2 3

Changing screen resolution from the Process


1
Text Edit option The Advanced Text 2
Editor tab From the Editor tab you can Advanced Text Edit, Editor tab
Edit option allows you to preview and access and edit all attributes of Device 1) Click the Advanced icon; 2) Click Text Edit;
3) Click the Editor tab; 4) In the “DeviceConfig”
edit all design attributes included in your configuration (including physical buttons Before you change the screen resolution, save
a backup version of your configuration file to folder, click “HardwareConfig”; 5) Click the blue
configuration file. You can also change and screen resolution); language; user entry arrow next to “Basic” to reveal a menu of tools;
your PC.
screen resolution from the Advanced Text screens; info screens; disable screens; and 6) Adjust the Screen Resolution to the new
Edit option. Assign screens. Before reducing a larger resolution screen to a resolution you want; 7) In the “Layout” folder,
smaller resolution screen, make sure you move click “OtisLayeredPanel”; 8) Click the blue
3
Text tab From the Text tab you can view all objects within the bounds of the new, smaller arrow next to “Location&Size” to reveal a menu
the code for all screens and objects in your resolution, otherwise the out of bounds objects of tools; 9) Change the Size attribute to the
configuration file. will be unreachable. new resolution you want; 10) Exit the Advanced
Text Edit mode by switching back to Screen
Edit mode by clicking on the Screen Edit icon;
11) The screen size should now be set to the
new resolution and you can begin reorganizing
content; 12) Save the new configuration file;
13) Schedule the new configuration file.

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Web Application Create Section


Component Glossary

Advanced options menu Slideshow option

1
Slideshow option The Advanced Slide- 2
Screen buttons All screen preview slides
show option allows you to preview all are grouped; click on a screen button to
screens included in your configuration file preview the screens as an automated slide-
as they will be seen on call fixtures. show.

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6.1 6.2 6.3 6.4 6.5 6.6 6.7 6.8

Web Application Schedule Section


Things you can do in the Schedule Section

This is the landing page for the Web Here are things you can do in the Web Application Create Section.
Application Schedule Section. Set working hours (Default Day)

Click “Settings” Edit working hours, then


apply

Define Security Default (Default Day)

Click “Settings” Click “Security Default” Choose security mode, select supporting
security, assign security to appropriate floors,
define front and rear elevator door access per
floor, then save

Define Hardware Default (Default Day)

Click “Settings” Click “Hardware Default” Define backlight color for physical buttons,
define interface screen brightness, define
speaker volume, then save

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6.1 6.2 6.3 6.4 6.5 6.6 6.7 6.8

Web Application Schedule Section


Things you can do in the Schedule Section

Edit Timeslot Default (Default Day) Define Special Days

Note: Special Day settings


override Specific Day settings,
Standard Day settings, and
Default day settings.

Click “Settings” Click “Timeslot Default” Apply a security scheme, Click “Manage Special Click “Create new” to create a new
hardware profile, and template Days” special day, click the “pencil” icon
design to one or more fixtures, to edit a special day, or click the “x”
then save icon to delete a special day

Define Standard Day Manage hardware profiles

Note: Standard Day settings


override Default day settings.

Click on a timeslot in the Apply a security scheme, hardware Click “Manage Hardware Click “Create new” to create a
Standard Day column profile, and template design to one Profiles” new hardware profile, or select
or more fixtures for the selected a hardware profile from the list
timeslot, then save to edit or delete it

Define recurring exceptions on Specific Day(s) Manage security schemes

Note: Specific Day settings


override Standard Day settings
and Default day settings.

Click on a timeslot from a Apply a security scheme, hard- Click “Manage Security Click “Create new” to create a
column under a specific day ware profile, and template design Schemes” new security scheme, or select
of the week to one or more fixtures for the a security scheme from the list
selected timeslot, then save to edit or delete it

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Web Application Schedule Section


Component Glossary

Schedule Section, Landing page

3 1

4 5 6

1
Settings Click to view, edit, or assign 3
Recurring exception timeslots (for 5
Manage Security Schemes Click this
security schemes, hardware profiles, and Specific days) Use these columns to button to create a new security scheme,
templates to the Default day. define the security schemes, hardware or to select an existing security scheme
profiles, and assign templates that to edit or delete. Security schemes define
2
Standard Day This column displays your you want to override Default Day and
Standard Day settings. Standard Day set- settings such as restricted locations,
Standard Day settings on a recurring functions, or hours.
tings override Default day settings. Click a
basis.
cell to view and edit the security schemes, 6
Manage Special Days Click this button
hardware profiles, and assign templates to 4
Manage Hardware Profiles Click this to add or remove Special Days from the
one or more fixtures during the selected button to create a new hardware profile, schedule, such as holidays. You can also
timeslot. or to select an existing hardware profile view and edit the Special Day timeslot
to edit or delete. Hardware profiles define settings.
settings such as speaker volume, screen
brightness, and button backlight color.

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Web Application Schedule Section


Component Glossary

Schedule Section, Landing page Settings screen

4
1
6
2
5
3 7

8 10
9 11

1
Security Default Click this button to 4
Display Working Hours Check this box 8
Browse Browse for other existing back-
configure the Default Day security set- to have the working hours highlighted on up schedule files to apply.
tings. the Schedule Section Landing page. 9
Create Backup Create backup creates a
2
Hardware Default Click this button to 5
Adjustable Working Hours bar Drag schedule configuration backup file on the
configure the Default Day hardware profile the handles to adjust the working hours. Compass Server. (Note: You must Create
settings. Backup before you can Save Backup.)
6
Time Format Define the time format
3
Timeslot default Click this button (12-hour display or 24-hour display) 10 Save Backup Save Backup gives you

to configure the Default Day timeslot the option to save a schedule configura-
settings. Default Day settings are used
7
Apply Click this button to apply any tion file locally to your PC.
changes you made to the “Set Working
if there are no other specified timeslot
Hours” section. If you do not click Apply,
settings active at that day and time.
your changes will not be saved.

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6.1 6.2 6.3 6.4 6.5 6.6 6.7 6.8

Web Application Schedule Section


Component Glossary

Settings screen Security Default screen

1
2 6

3 4 5

1
Name Name of the security scheme. tions with basements and long distances be prompted at the call fixture to present 3
Pin Support Activate or deactivate PIN
(Note: You cannot change the file name.) between the elevators and the turnstiles their security credential. In this mode, support—with third-party security integra-
need to be evaluated by engineering.) security credential can also take the form tion, a passenger can use a PIN code as
2
Mode Choose from a list of security of a PIN number. a credential.
modes. All Floors Secure (Mode 2)
This mode enables the highest degree Seamless Entry with over-ride (Mode 4) 4
Audit Support Compass will provide an
Seamless Entry Operation (Mode 1)
of security. The call fixture would be In certain applications the convenience audit record for every entry that is used a
Seamless Entry operation allows a pas-
disabled pending a presentation of a valid of Seamless entry is desired to allow the credential.
senger to gain access to the building
security credential. In this mode, security passenger to override their default floor
and place a destination request for their
credential can also take the form of a PIN assignment. This mode of entry can be
5
Visitor Support No longer a feature.
home floor all with the single presenta-
tion of a valid security credential at
number. enabled using the security system soft- 6
Front & Rear door security Defines
ware. The system provides a program- whether the front, rear, or both doors
the security turnstile. Seamless Entry Secure Floors (Mode 3)
mable interval within which the passenger associated with the floor number are
operation can be on a per bank or per The Compass system can be configured
can enter an alternate destination that allowed floors (destinations which don’t
building (building-wide dispatching) basis to secure restricted or VIP floors. To ten-
overrides the default. require a credential to be accessed).
depending on the lobby layout. Seam- ants traveling to allowed floors this mode
less Entry operation is allowed from the is imperceptible. Passengers entering
Lobby Terminal Landing ONLY. (Applica- destinations which have been secured will

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6.1 6.2 6.3 6.4 6.5 6.6 6.7 6.8

Web Application Schedule Section


Component Glossary

Settings screen Hardware Default screen

3
2

4
5

1
Template Name Template name dis- 4
Backlight Adjust the brightness of the
played here. (Note: You cannot change backlight of the display screen by enter-
the file name.) ing in a number (0–100) or dragging the
slider.
2
Buttons Choose a color from the
dropdown menu to assign a color to an 5
Volume Adjust the volume of the call
individual physical button. fixture by entering in a number (0–100)
or dragging the slider.
3
Apply to All Choose a color from the
dropdown menu to assign a single color
to all of the physical buttons.

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6.1 6.2 6.3 6.4 6.5 6.6 6.7 6.8

Web Application Schedule Section


Component Glossary

Settings screen Timeslot Default screen

4 5 6 12
2
3
1

7
8
9
11
10

1
Enable A checked box means the is a conflict and you will not be able to nection indicator reads “Unknown,” 10 Templates Click here to assign an exist-

timeslot is active. An unchecked box save any changes until you eliminate the the call device is not connected to the ing template to the fixture, or choose to
means the timeslot is defined, but not conflict. Compass Server and the security, hard- Create a new template.
active. (Note: The Default Day times- ware, and template configuration file will
lots are always active and cannot be
4
Delete You can only delete user-defined not display. For help connecting the call
11 Apply Click the appropriate apply button

timeslots (Standard Day, Specific Day, or to apply the selections you made to ad-
disabled. Default Day timeslot settings devices to the Compass Server, contact
Special Day timeslots), not default times- ditional fixtures.
are overridden by Standard Day timeslot your Otis Contract Engineer.
lots. 12 Save Save any changes made to the
settings, Specific Day timeslot settings,
8
Security scheme Click here to assign
and Special Day timeslot settings.) 5
Copy Copies content of the timeslot only an existing security scheme to the call
Default Timeslot Details (Default Day)
in user-defined timeslots (Standard Day, screen. If the Name of the file or the slider
2
Name Name of the timeslot. Each times- device, or choose to Create a new secu-
Specific Day, or Special Day timeslots). bar is red, there is a conflict and you will
lot must be named or it cannot be saved. rity scheme.
not be able to save any changes until you
6
Cancel Cancel to exit the Default
3
Timeslot slider Adjust the timeslot dura- Timeslot Details screen and discard all
9
Hardware profile Click here to assign an eliminate the conflict.
tion here. You cannot adjust the timeslot existing hardware profile to the fixture, or
changes.
duration on the Default Day. If the Name choose to Create a new hardware profile.
of the file or the slider bar is red, there 7
Connection indicator When the con-

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6.1 6.2 6.3 6.4 6.5 6.6 6.7 6.8

Web Application Schedule Section


Component Glossary

Schedule section, Landing page Recurring exception on a Specific Day, Timeslot Details screen

5 6 7 13
3
4
2

8
9
1 10
12
11

1
Timeslots Click in any cell to reveal the will not be able to save your changes until and screen design configurations will not 13 Save Save any changes made to the

Timeslot Details for a Standard Day or a you eliminate the conflict. display on the fixtures. For help connect- Timeslot Details screen. If the Name of
Specific Day (Sunday–Saturday). Timeslot ing the fixtures to the Compass Server, the file is red, there is a conflict and you
settings you adjust in this area will over-
5
Delete You can only delete user-defined contact your Otis Contract Engineer. will not be able to save your changes until
timeslots (Standard Day, Specific Day, or
ride Default Day settings. you eliminate the conflict.
Special Day timeslots), not Default Day 9
Security scheme Click here to assign an
2
Enable A checked box means the times- timeslots. existing security scheme to the fixture, or
lot is active. An unchecked box means choose to Create a new security scheme.
the timeslot is defined, but not active.
6
Copy Copies content of the timeslot only
in user-defined timeslots (Standard Day, 10 Hardware profile Click here to assign an

3
Name Name of the timeslot. Each times- Specific Day, or Special Day timeslots). existing hardware profile to the fixture, or
lot must be given a name or it cannot be choose to Create a new hardware profile.
saved.
7
Cancel Cancel to exit the Timeslot De-
tails screen and discard all changes. 11 Templates Click here to assign an exist-

4
Timeslot slider Adjust the timeslot ing template to the fixture, or choose to
duration for a Standard Day timeslot or a
8
Connection indicator When the con- Create a new template.
nection indicator reads “Unknown,” the
Specific Day timeslot here. If edits conflict fixture is not connected to the Otis Com- 12 Apply Click the appropriate apply button
with an existing timeslot, the slider and
pass Server and the security, hardware, to apply the selections you made to ad-
the Name of the file will turn red and you ditional fixtures.

Compass Create Manual 6.6.6


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6.1 6.2 6.3 6.4 6.5 6.6 6.7 6.8

Web Application Schedule Section


Component Glossary

Schedule section, Landing page Manage Hardware Profiles screen

3 4 2

1
Existing hardware profiles Select an 4
Delete Select an existing hardware
existing hardware profile to edit or delete it. profile, then click the “Delete” button to
delete the profile.
2
Edit Select an existing hardware profile
then click the “edit” button to modify the
profile settings.
3
Create new Click the “Create new” but-
ton to create a new hardware profile.

Compass Create Manual 6.6.7


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6.1 6.2 6.3 6.4 6.5 6.6 6.7 6.8

Web Application Schedule Section


Component Glossary

Schedule section, Landing page Manage Security Schemes screen

3 4 2

1
Existing security schemes Select an 4
Delete Select an existing security
existing security scheme to edit or delete it. scheme, then click the “Delete” button
to delete the scheme.
2
Edit Select an existing security scheme,
then click the “edit” button to modify the
scheme settings.
3
Create new Click the “Create new” but-
ton to create a new security scheme.

Compass Create Manual 6.6.8


S e ctio n 6 a p p l ic a t i o n d eta il s CONTENTS

6.1 6.2 6.3 6.4 6.5 6.6 6.7 6.8

Web Application Schedule Section


Component Glossary

Schedule section, Landing page Manage Special Days screen

1 2 3 4

5 6

1
Special Day Configuration Schedule 4
Special Day Timeslots Click any cell
Any existing special day configurations in the “Special Day” column to config-
are listed here. New special day configu- ure Timeslot Details (including security
rations you create will also be listed here. schemes, hardware profiles, and screen
template designs). Special Day timeslot
2
Edit Click the pencil icon to edit a special settings override Specific Day timeslot
day configuration.
settings, Standard Day timeslot settings,
3
Delete Click the “X” icon to delete a and Default Day timeslot settings.
special day configuration.
5
Cancel Click the “Cancel” button to exit
the “Manage Special Days” screen.
6
Create New Click the “Create New”
button to add a new Special Day to the
configuration schedule.

Compass Create Manual 6.6.9


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6.1 6.2 6.3 6.4 6.5 6.6 6.7 6.8

Stand-alone Application
Things you can do in the Stand-alone Application

This is the landing page for the Here are things you can do in the Stand-alone Application.
Stand-alone Application. Open an existing template file to edit template, configure keypad, configure directory,
view comprehensive preview or access Advanced options, and save to desktop.

Click “Open” to browse and Edit template designs Click the “Keypad” icon to Click the “Directory” icon
choose a file to open on your configure functionality for to configure directory
computer physical keypad buttons

Note: “Preview” is considered


an advanced feature and is
password-protected. If you create
or edit a configuration file with the
Stand-alone Application, you need
to open that file with the Web
Application in order to access the
scheduling features in the Sched-
Click the “Preview” icon to ule section.
see a comprehensive preview
of screen designs. Click the
“Save” icon to save a backup
file to your desktop.

Compass Create Manual 6.7.1


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6.1 6.2 6.3 6.4 6.5 6.6 6.7 6.8

Stand-alone Application
Component Glossary

Mode or Command Bar icons

1 2 3 4 5 6 7 8

1
Open (Command) Click the “Open” icon 4
Screen Edit (Mode) “Screen Edit” mode 7
Restore (This feature is not available at
to open a configuration file that is saved is the mode you use to edit screen de- this time.)
on your computer. signs and content. 8
Advanced (Mode) Click the “Advanced”
2
Save (Command) Click the “Save” icon 5
Keypad (Mode) Click the “Keypad” icon to see comprehensive previews of
to save the configuration file you’re cur- icon to edit content and configure the all images, and text, or a slideshow of
rently working on to your desktop. functionality of physical keypad buttons (if all screens, included in your configuration
Note: A configuration file must be saved applicable). file. The “Advanced” menu is password-
to the Compass Server in order to sched- protected, contact your Otis Contract
ule it using the Schedule section in the
6
Directory (Mode) The “Directory” icon Engineer for access.
will remain grayed out until a “Directory”
Web Application.
screen is added to the configuration file.
3
Undo (Command) Click the “Undo” icon Click the “Directory” icon to edit content
to undo an action or a series of actions. and configure the directory.

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6.1 6.2 6.3 6.4 6.5 6.6 6.7 6.8

Stand-alone Application
Component Glossary

Screen Edit mode

6 7 8 9 10
5
11
1
12

2
4
12

1
Add or Remove screens menu Add or 4
Edit area The screen shown in this 8
Hot button Drag and drop this icon into 10 Restricted button This feature only ap-

remove screens from your configuration area is the screen you’re currently edit- a panel on the screen in the edit area to pears on the Restricted screen. Drag and
file by checking or unchecking the appro- ing—click on panels or objects to reveal add a hot button. Hot buttons can only drop this icon into a panel on a Restricted
priate boxes. (Note: You cannot uncheck editing tools. be added on certain screens, otherwise screen to add a restricted action button.
a screen that is assigned as the Home the tool does not recognize the function-
Screen in the Screen Interfaces menu)
5
Zoom slider Drag the indicator along the ality. Hot buttons can be added on these
11 Additional pages The buttons shown

slider to zoom in or out on the edit area. in this area will reveal additional pages
specific screens: Keypad screen, Floors
2
Home Screen menu Assign the Home that can be added or edited for a specific
screen by choosing a screen from the
6
Advanced mode Check the box labeled screen (pages 1–3), and Locations screen
interface screen.
“Advanced” to access more editing capa- (pages 1–3).
drop-down menu. 12 Extra buttons Check this box if you
bilities. (This mode is password-protected.)
9
Panel button Drag and drop this icon onto
3
Screen Interfaces list Screens shown need extra buttons to include on a
in this area are the screens included in
7
Label button Drag and drop this icon the screen in the edit area to add a user-
screen.
into a panel on the screen in the edit area defined panel. User-defined panels cannot
your configuration file. Click a screen
to add a label field. overlap existing panels. User-defined pan-
thumbnail to edit or view it in the edit area.
els are added to feature messages, ads,
etc.

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6.1 6.2 6.3 6.4 6.5 6.6 6.7 6.8

Stand-alone Application
Component Glossary

Keypad mode

2
1
3
4
5
6
7
8

10

11
12
13
14

1
Physical Keypad Click a key on the 6
Label The label indicates the label on the negative value; combo: value is added to descriptor values are 4, 8, 16, 32, 64 and
illustrated version of the Physical Keypad physical key. the numeric value entered, for example if the integer entered is a sum of the type
to view or configure functionality. P=30, P1=31; null: no action when key is descriptor values which are active for the
7
Immediate Checked box means desti- pressed) button.
2
Basic tab Nothing is editable here nation is entered right away without wait-
ing for further input. An unchecked box 11 Text tab Edit the text associated with
9
Button Trigger Checkbox has no
3
Definition tab Define the configuration of means a delay occurs so that another key function at this time. Blank: no special the selected physical key using the tools
the selected key on the physical keypad
may be combined with this key to form a trigger; ADA: key defined as accessibility under this tab.
using the tools under this tab.
multi-digit destination. key for a keypad; ADATS: key defined as 12 userEntryLabelMain What is displayed

4
Floor Click to edit the floor associated accessibility key for a touch screen; BL: as feedback when passenger presses the
with the selected key.
8
Special Button Type Check this box PIN preamble; BR: passcode preamble
to set the Hot Button Flags (standard: button.
5
Rear Door Checked box means that refers to a numeric 0-9 key; rear: used 10 Passenger Type Enable Check box
13 Audio tab Edit audio associated with
there is a rear door associated with the in combination with a numeric entry, this to define passenger type. TD_Bits show
the selected physical key using the tools
selected key. Unchecked box means adds rear door to destination; append- a box to enter an integer. TD means under this tab.
there is no rear door associated with the rear: applies to immediate hot buttons passenger Type Descriptor. Possible
selected key on the keypad. when hot button destination is a rear passenger descriptors include VIP, split 14 WavFile Click the icon to add or replace

opening; negative: numeric entry is a group, cart, contract types 1–4. Type a sound effect associated with the se-
lected physical key.

Compass Create Manual 6.8.3


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6.1 6.2 6.3 6.4 6.5 6.6 6.7 6.8

Stand-alone Application
Component Glossary

Directory mode,
mode Index Page tab

1
2
7 8
3
4
5
6
9

1
Index Page tab Configure the Directory 4
Margins (top, left, bottom, right) 8
Key Double-click in a cell to edit the Key
Index Page from this tab. Define the margins that the index screen (“Key” is a method of linking directory
buttons will display within. Margins are de- entries to the index page. An index but-
2
Number of Rows Define the number fined in pixels and coordinates are relative to ton with the key of “a” would pull up all
of rows of buttons the index screen will
the area of the panel containing the buttons. directory entries with a key of “a.” This
display. (The index page is limited to one
is needed in order to group entries non-
page and the buttons scale to fit; the 5
Gap between buttons Define the space alphabetically to support Asian languages
more buttons you add, the smaller they between the index screen buttons.
or groups/indices such as doctors,
get in order to fit to one page.) 6
Edit Design Click this button to edit the lawyers, etc.)
3
Number of Columns Define the number design of the buttons.
of columns of buttons the index screen
9
Apply Click this button to apply any
will display.
7
Char Double-click in a cell to edit the changes you made.
Character (each row appears as an
individual button on the Directory screen)

Compass Create Manual 6.8.4


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6.1 6.2 6.3 6.4 6.5 6.6 6.7 6.8

Stand-alone Application
Component Glossary

Directory mode, Floor Directory tab

1
7 8 9

4
5
6
11

1
Floor Directory tab Configure the Floor 5
Gap between buttons Define the space 9
Rear Double-click in a cell to activate
Directory Pages from this tab. between the floor directory buttons. (“true”) or deactivate (“false”) the rear-
door option per destination.
2
Number of Rows Define the number of 6
Edit Design Click this button to edit the
rows of buttons each floor directory page design of the buttons. 10 Key Double-click in a cell to enter or

will display. edit the Key (“Key” is a method of linking
7
Directory Label Double-click in a cell directory entries to the index page. An
3
Number of Columns Define the number to edit the content that appears on the
index button with the key of “a” would
of columns of buttons each floor directory directory button.
pull up all directory entries with a key
page will display. 8
Floor Double-click in a cell to edit the of “a.” This is needed in order to group
4
Margins (top, left, bottom, right) floor associated with a directory button. entries non-alphabetically to support
Define the margins the floor directory Asian languages or groups/indices such
buttons will display within. Margins are as doctors, lawyers, etc.)
defined in pixels and coordinates are
11 Apply Click this button to apply any
relative to the area of the panel containing
changes you made.
the buttons.

Compass Create Manual 6.8.5


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6.1 6.2 6.3 6.4 6.5 6.6 6.7 6.8

Stand-alone Application
Component Glossary

Advanced options menu Images option

1 2

1
Image option The Advanced Image 2
Image tabs All images included in the con-
option allows you to preview all images figuration file are divided into groups. Each
included in your configuration file. tab represents a group of images. Click on
the tab to preview the images.

Compass Create Manual 6.8.6


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6.1 6.2 6.3 6.4 6.5 6.6 6.7 6.8

Stand-alone Application
Component Glossary

Advanced options menu Text Edit option, Editor tab

2 3

Changing screen resolution from the Process


1
Text Edit option The Advanced Text Edit 2
Editor tab From the Editor tab you can Advanced Text Edit, Editor tab
option allows you to preview and edit access and edit all attributes of Device 1) Click the Advanced icon; 2) Click Text Edit;
3) Click the Editor tab; 4) In the “DeviceConfig”
all text included in your configuration file configuration (including physical buttons Before you change the screen resolution, save
a backup version of your configuration file to folder, click “HardwareConfig”; 5) Click the blue
as well as all design attributes. You can and screen resolution); language; user entry arrow next to “Basic” to reveal a menu of tools;
your PC.
also change screen resolution from the screens; info screens; disable screens; and 6) Adjust the Screen Resolution to the new
Advanced Text Edit option. Assign screens. Before reducing a larger resolution screen to a resolution you want; 7) In the “Layout” folder,
smaller resolution screen, make sure you move click “OtisLayeredPanel”; 8) Click the blue
3
Text tab From the Text tab you can access all objects within the bounds of the new, smaller arrow next to “Location&Size” to reveal a menu
the code for all screens and objects in your resolution, otherwise the out of bounds objects of tools; 9) Change the Size attribute to the
configuration file. will be unreachable. new resolution you want; 10) Exit the Advanced
Text Edit mode by switching back to Screen
Edit mode by clicking on the Screen Edit icon;
11) The screen size should now be set to the
new resolution and you can begin reorganizing
content; 12) Save the new configuration file;
13) Schedule the new configuration file.

Compass Create Manual 6.8.7


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6.1 6.2 6.3 6.4 6.5 6.6 6.7 6.8

Stand-alone Application
Component Glossary

Advanced options menu Slideshow option

1
Slideshow option The Advanced Slide- 2
Screen buttons All screen preview slides
show option allows you to preview all are grouped; click on a screen button to
screens included in your configuration file preview the screens as an automated slide-
as they will be seen on call fixtures. show.

Compass Create Manual 6.8.8


CONTENTS
7
S E C T I O N

Editing Tools
7.1.1 Basic Mode
7.2.1 Advanced Mode

Compass Create Manual


S e ctio n 7 e d iting tool s CONTENTS

7.1 7.2

Basic Mode
Wallpaper attributes

Did you know? Background: Texture


1
In order to customize the back- 1
Click the Theme Page button to reveal a menu
ground for all screens, you need of colored textures to choose from for a custom 3
to select the Wallpaper screen
textured background.
from the Screen Interfaces menu.
2 4
2
Select a color on the Color slider to apply it to
Remember the Basic Design the swatches in the texture options menu.
Considerations when you’re
customizing screen designs. 3
Click the swatch you want to use as your back-
ground texture.
If you want to adjust the color
of the background texture after 4
Move the Transparency slider to adjust the
you’ve selected a swatch, you transparency of your textured background.
need to adjust the color slider
to the color you like, then select
the texture swatch again to apply
the new colored texture. Background: Image

Before you use an image, make


sure you have the rights to use it.
1
Click the Image Page button to reveal a button
that allows you to import an image to appear as 1 2
If you use a stock image, make
sure to adhere to the license the background for all screens.
stipulations (like number of
uses, distribution/media regula-
2
Click the Select Image button to import an image
tions, etc.)
to appear as the background for all screens.

Background: Color
2
1
Click the Paint Page button to reveal a set of but-
tons that allow you to customize color and apply it
as the background of all screens. 1

2
Click the swatch from the color style selections 3 4
to apply it as the background for all screens.
Color style selections: Clear, solid color, top to bottom
gradient, left to right gradient, top left to bottom right
gradient, bottom left to top right gradient
3
Click the Select Color 1 button to select the color
for the solid background style, or the first color in
the gradient background style.
4
Click the Select Color 2 button to select the
second color in the gradient background style.

Compass Create Manual 7.1.1


S e ctio n 7 e d iting tool s CONTENTS

7.1 7.2

Basic Mode
Button attributes

Design tab Label tab


1
Color Drag the circle indicator along the 1
Phrase Add a label to a button by
color bar to adjust button color. entering text into the “phrase” field.
2
Grayscale Drag the circle indicator along 2
Text Align Choose to left, center, or right
5 the grayscale bar to make your button 6 align text.
1 black, white, or a shade of gray. 1 3
Color Drag the circle indicator along the
2
3
Transparency Drag the handle along 2 color bar to adjust button label color.
the slider to adjust the transparency of
3 the button. 3
4
Font Size Adjust the size of the label.
5
Font Choose the label font.
4
Style & Shape Choose a button style 4
Before you choose and use a font, make
4 and shape to apply to your button.
sure you own the font and adhere to
5
Click Apply All to apply all the edits you 5 the font license stipulations (like number
made to all buttons of the same type of users, modification regulations, etc).
within the panel of the button you have
selected.
6
Click Apply All to apply all the edits you
made to all buttons of the same type
within the panel of the button you have
selected.

Note The “Restrict tab” is only applicable


Note The “Restrict tab” is only applicable
to hot buttons.
to hot buttons.
Action buttons allow people to switch
Action buttons allow people to switch
between interface screens.
between interface screens.
Whereas, call requests or security codes
Whereas, call requests or security codes
are entered by touching hot buttons.
are entered by touching hot buttons.

Compass Create Manual 7.1.2


S e ctio n 7 e d iting tool s CONTENTS

7.1 7.2

Basic Mode
Button attributes

CustomDesign tab, Custom Draw mode CustomDesign tab, Custom Image mode
1
Custom Draw mode Choose the shape, 1
Custom Image Click the Custom Image
color, gradient, and border for custom mode to import a custom image as a but-
buttons. ton.
10 3
2
Shape Choose a button shape. 2
Image file Upload an image as a button.
3 Paint Choose to apply no color, a solid Before you use an image, make sure
1 1
you have the rights to use it. If you use a
color, or a directional gradient to a button.
2 stock image, make sure to adhere to
2 4
Color 1 Choose the solid color, or the the license stipulations (like number of
first color of the gradient. uses, distribution/media regulations, etc.)
3
5
Color 2 Choose the second color of the 3
Click Apply All to apply all the edits you
gradient. made to all buttons of the same type
4 within the panel of the button you have
6
Transparency Adjust the selected.
transparency of a button.

5
7
Border Enable Apply or remove a
border to a button.

6
8
Border Thickness Adjust the thickness
of a border on a button.

7
9
Border Color Choose the color of the
border on a button.
8 10 Click Apply All to apply all the edits you

made to all buttons of the same type
9 within the panel of the button you have
selected.

Note The “Restrict tab” is only applicable


Note The “Restrict tab” is only applicable
to hot buttons.
to hot buttons.
Action buttons allow people to switch
Action buttons allow people to switch
between interface screens.
between interface screens.
Whereas, call requests or security codes
Whereas, call requests or security codes
are entered by touching hot buttons.
are entered by touching hot buttons.

Compass Create Manual 7.1.3


S e ctio n 7 e d iting tool s CONTENTS

7.1 7.2

Basic Mode
Button attributes

Restrict tab
1
Restrict tab Define the functionality of
the hot button. Checked box enables
1
restriction, unchecked box disables
restriction.
2
2
VIP Enable or disable VIP restriction
prompt
3 3
Contract 2 Enable or disable Contract 2
restriction prompt

4 4
SplitGroup Enable or disable Split Group
restriction prompt
5
Contract 4 Enable or disable Contract 4
5 restriction prompt
6
Contract 5 Enable or disable Contract 5
6
restriction prompt
7
Contract 6 Enable or disable Contract 6
restriction prompt
7
8
Cart Service Enable or disable
Cart Service restriction prompt
8 9
Maintenance Enable or disable Mainte-
nance restriction prompt

Note The “Restrict tab” is only applicable


to hot buttons.

Action buttons allow people to switch


between interface screens.
Whereas, call requests or security codes
are entered by touching hot buttons.

Compass Create Manual 7.1.4


S e ctio n 7 e d iting tool s CONTENTS

7.1 7.2

Basic Mode
Panel attributes

Design tab
1
Color Choose the color of the panel.
2
Grayscale Choose a shade of gray
to apply to the panel.
1
3
Transparency Adjust the transparency
2 of a button.
3 4
Texture Choose a texture to apply
to the panel.

Compass Create Manual 7.1.5


S e ctio n 7 e d iting tool s CONTENTS

7.1 7.2

Basic Mode
Panel attributes

CustomDesign tab, Custom Draw mode CustomDesign tab, Custom Image mode
1
Custom Draw mode Choose the shape, 1
Custom Image mode Click the Custom
color, gradient, and border for a custom Image mode to import a custom image
panel. as a button.
1 2
Shape Choose a panel shape. 1 2
Image file Upload an image as a button.
3 Paint Choose to apply no color, a solid Before you use an image, make sure
2 2 you have the rights to use it. If you use a
color, or a directional gradient to a panel.
stock image, make sure to adhere to
4
Color 1 Choose the solid color, or the the license stipulations (like number of
3 first color of the gradient. uses, distribution/media regulations, etc.)
5
Color 2 Choose the second color of the
4 gradient.
6
Transparency Adjust the transparency
of a panel.
5
7
Border Enable Apply or remove a
border to a panel.
6 8
Border Thickness Adjust the thickness
of a border on a panel.
7 9
Border Color Choose the color of the
border on a panel.
8

Compass Create Manual 7.1.6


S e ctio n 7 e d iting tool s CONTENTS

7.1 7.2

Basic Mode
Arrow attributes

Design tab CustomDesign tab


1
Predesigned arrow configuration 1
Arrow Color Adjust arrow color (0-255).
menu Click on the thumbnail image of a
predesigned arrow configuration to apply
2
Image file Adjust arrow thickness.

1
it to your screen design.
1

Note The arrow seen on the Cross Note The arrow seen on the Cross
Dispatcher screen is not editable in Basic Dispatcher screen is not editable in Basic
mode. mode.

Compass Create Manual 7.1.7


S e ctio n 7 e d iting tool s CONTENTS

7.1 7.2

Basic Mode
Label attributes

Text tab Decorate tab


1
Phrase Customize the message. 1
Text effect Choose no effect, drop
2 Text Align Adjust text alignment. shadow, or border for text.

2
Color Choose a drop shadow color
1
3
Color Adjust text color. or border color for text.
1
4 Font size Adjust text size.

2 2
5
Font Choose the font.
3
Before you choose and use a font, make
sure you own the font and adhere to
4 the font license stipulations (like number
of users, modification regulations, etc).
5

Compass Create Manual 7.1.8


S e ctio n 7 e d iting tool s CONTENTS

7.1 7.2

Advanced Mode
Button attributes

To access Advanced mode, make sure the check box is checked next to “Advance” at the top of the screen in Screen Edit mode.

A H A H

A H 1 A H 1

2 2
A H A H
3
A H A H

A H A H

A H
1
GUI Name Name of element (for use A H
1
Size Adjust size of button using XY
by developer). coordinates. (Origin is at the center
A H A H of the object.)
2
Description Description of element
(for use by developer). 2
Location Adjust location of button using
A H A H XY coordinates. (Origin is at the center of
3
Cache ID Cache ID of the element the panel.)
(for use by developer).
A H A H

A H A H

A H A H
A H A H

A = Action Button attribute A = Action Button attribute


Action buttons allow people Action buttons allow people
to switch between interface to switch between interface
screens. screens.

H = Hot Button attribute H = Hot Button attribute


Call requests or security codes Call requests or security codes
are entered by touching hot are entered by touching hot
buttons. buttons.

Compass Create Manual 7.2.1


S e ctio n 7 e d iting tool s CONTENTS

7.1 7.2

Advanced Mode
Button attributes

To access Advanced mode, make sure the check box is checked next to “Advance” at the top of the screen in Screen Edit mode.

A H 1
Shape Place an image, or choose a
square, circle, or rounded-corner square
A H 1
button shape.
2
Corner angle Adjust the corner angle of
A H 2 a button (only applicable with a rounded
corner square).
A H 3
3
Normal Image What the button looks
4 like when it’s onscreen.
A H
4
Pressed Image What a button looks like
A H when it’s pressed.

A H

A H

A H

A H

A H
A H

A = Action Button attribute


Action buttons allow people
to switch between interface
screens.

H = Hot Button attribute


Call requests or security codes
are entered by touching hot
buttons.

Compass Create Manual 7.2.2


S e ctio n 7 e d iting tool s CONTENTS

7.1 7.2

Advanced Mode
Button attributes

To access Advanced mode, make sure the check box is checked next to “Advance” at the top of the screen in Screen Edit mode.

A H 1
Style Choose to apply a transparent,
solid color, or gradient style to a button.
A H 1 2
Gradient Choose the angle and direction
of the gradient on a button
A H 2 (Top to bottom, Left to right, Top left to
bottom right, Bottom left to top right)
A H 3
3
Normal background Color 1 This is the
4
solid color, or one color of the gradient
A H
applied to the button.
5
A H 4
Normal background Color 2 This is the
second color of the gradient applied to
6 the button.
A H
7 5
Pressed background Color 1 This
A H is the solid color, or the first gradient
8 color applied to the button if it has been
A H pressed.

A H
6
Pressed background Color 2 This is
the second color of the gradient applied
to the button if it has been pressed.
A H
A H
7
Click the Glossy_Enable checkbox to
add a glossy effect to a button.
8
Glossy_Color Choose the glossy color
for the glossy effect.

Note: Color properties are not applied if


a button is an image.
A = Action Button attribute
Action buttons allow people
to switch between interface
screens.

H = Hot Button attribute


Call requests or security codes
are entered by touching hot
buttons.

Compass Create Manual 7.2.3


S e ctio n 7 e d iting tool s CONTENTS

7.1 7.2

Advanced Mode
Button attributes

To access Advanced mode, make sure the check box is checked next to “Advance” at the top of the screen in Screen Edit mode.

A H A H

A H 1 A H 1

A H 2 A H

A H 3 A H
4
A H A H

A H 5 A H

6
A H A H
7
A H A H

A H A H

A H A H
1
Label Text that is superimposed and 1
Audio Add audio file to a button that
centered on the button as the button sounds when the button is pressed.
A H label A H
A H A H
2
Label Bottom Label below a button
3 Text Font Choose a font for both button

labels
4
Normal color Color of the button label
5
Pressed color Color of the button label
when the button is pressed

A = Action Button attribute 6


Reflection Enable Add or remove A = Action Button attribute
Action buttons allow people button reflection effect (this property is Action buttons allow people to
to switch between interface not applied if the button is an image). switch between interface screens
screens. 7
Reflection Brightness Adjust reflection or enter a security code.
effect brightness (this property is not ap-
H = Hot Button attribute plied if the button is an image). H = Hot Button attribute
Call requests or security codes Touching a hot button results in
are entered by touching hot a call request for an elevator.
buttons.

Compass Create Manual 7.2.4


S e ctio n 7 e d iting tool s CONTENTS

7.1 7.2

Advanced Mode
Button attributes

To access Advanced mode, make sure the check box is checked next to “Advance” at the top of the screen in Screen Edit mode.

A H 1
Normal button drop shadow Checked 7
Pressed Text drop shadow Checked
box means the Normal Button Drop Shad- box means Pressed Text Drop Shadow is
A H 1
ow is enabled. Unchecked box means the enabled. Unchecked box means Pressed
Normal Button Drop Shadow is disabled. Text Drop Shadow is disabled.
A H 2 2
Normal button drop shadow distance 8
Pressed Text drop shadow distance
Adjust the distance of the button drop Adjust text drop shadow distance for all
A H 3 shadow. button label text in the “pressed” state.

A H 4
3
Normal button drop shadow color 9
Pressed Text drop shadow color Adjust
Choose the color of the button drop color of the drop shadow for all button label
5 shadow. text in the “pressed” state.
A H
4
Normal text drop shadow Add a drop
6 shadow to all button label text.
A H
7 5
Normal text drop shadow distance
A H Adjust the distance of the drop shadow for
8 all button label text.
A H
6
Normal text drop shadow color
9 Choose the color of the drop shadow for
A H
all button label text.
A H
A H

A = Action Button attribute


Action buttons allow people
to switch between interface
screens.

H = Hot Button attribute


Call requests or security codes
are entered by touching hot
buttons.

Compass Create Manual 7.2.5


S e ctio n 7 e d iting tool s CONTENTS

7.1 7.2

Advanced Mode
Button attributes

To access Advanced mode, make sure the check box is checked next to “Advance” at the top of the screen in Screen Edit mode.

A H 1
Normal button border enable Checked 7
Normal text border enable Checked
box means Normal button border is box means Normal text border is enabled.
A H enabled. Unchecked box means Normal Unchecked box means Normal text border
1
button border is disabled. is disabled.
A H 2 2
Normal button border size Adjust the 8
Normal text border size Adjust the bor-
thickness of the button border. der thickness of button label text.
A H 3
3
Normal button border color Choose 9
Normal text border color Adjust border
4 the color of the button border. color of the button label text.
A H
5
4
Pressed button border enable 10 Pressed text border enable Checked

A H Checked box means Pressed button bor- box means Pressed text border is enabled.
der is enabled. Unchecked box means Unchecked box means Pressed text border
6
A H Pressed button border is disabled. is disabled.
7 5
Pressed button border size Adjust the 11 Pressed text border size Adjust the

A H border thickness of the “pressed” state border thickness button label text in the
8 button. “pressed” state.
A H
9
6
Pressed button border color Choose 12 Pressed text border color Adjust the

the border color of the “pressed” state border color of the button label text in the
A H
button. “pressed” state.
10
A H
11
A H
12

A = Action Button attribute


Action buttons allow people
to switch between interface
screens.

H = Hot Button attribute


Call requests or security codes
are entered by touching hot
buttons.

Compass Create Manual 7.2.6


S e ctio n 7 e d iting tool s CONTENTS

7.1 7.2

Advanced Mode
Button attributes

To access Advanced mode, make sure the check box is checked next to “Advance” at the top of the screen in Screen Edit mode.

A H 1
Floor Floor assigned to button 9
Passenger Type Enable Check box to
2 Rear door Enable or disable rear door define passenger type.

A H 1 access 10 TD_Bits Define passenger type

descriptor(s) [This feature is for developers.]
A H 2
3
Label Button label
11 Call type Standard or ADA accessibility
4 Immediate Destination is entered right

A H 3 away without waiting for further input. 12 Control Tag Refers to the key in the direc-

tory that enables the element to map back
A H
5
Special Button Type Check this box to to the Index. [This feature is for developers.]
4 set the Hot Button Flags
13 user Entry Label Main What is displayed

A H 5
6
Hot button flags Standard: refers to a when passenger presses the button.
numeric 0-9 key; rear: used in combi-
A H 6 nation with a numeric entry, this adds
rear door to destination; appendrear:
A H 7 applies to immediate hot buttons when
hot button destination is a rear opening;
A H 8 negative: numeric entry is a negative
value; combo: value is added to the
A H 9 numeric value entered, for example if
P=30, P1=31; null: no action when key
A H 10 is pressed.

A H
7
Button trigger Checkbox has no func-
11 tion at this time.
12 8
Trigger Blank: no special trigger; ADA:
key defined as accessibility key for a
13 keypad; ADATS: key defined as acces-
sibility key for a touch screen; BL: PIN
preamble; BR: passcode preamble

A = Action Button attribute


Action buttons allow people
to switch between interface
screens.

H = Hot Button attribute


Call requests or security codes
are entered by touching hot
buttons.

Compass Create Manual 7.2.7


S e ctio n 7 e d iting tool s CONTENTS

7.1 7.2

Advanced Mode
Button attributes

To access Advanced mode, make sure the check box is checked next to “Advance” at the top of the screen in Screen Edit mode.

A H A H

A H 1 A H 1

A H 2 A H 2

3 3
A H A H

A H A H 4

5
A H A H
6
A H A H
7
A H A H
8
A H A H

A H A H
Note: This tab only appears for action
1
Disable Disable/hide the button buttons on the Restricted screen.
A H 2 Action Event The event the button A H

triggers (this feature is for action buttons
1
VIP Enable or disable VIP restriction
A H A H prompt
only and for developer use only).
2
Contract 2 Enable or disable Contract 2
3
Action Key This feature is for action restriction prompt
buttons only and for developer use only.
It defines additional information and is 3
SplitGroup Enable or disable Split Group
used by the server to process the action restriction prompt
button functionality. 4
Contract 4 Enable or disable Contract 4
A = Action Button attribute A = Action Button attribute restriction prompt
Action buttons allow people Action buttons allow people 5
Contract 5 Enable or disable Contract 5
to switch between interface to switch between interface restriction prompt
screens. screens. 6
Contract 6 Enable or disable Contract 6
restriction prompt
H = Hot Button attribute H = Hot Button attribute
Call requests or security codes Call requests or security codes 7
Cart Service Enable or disable
are entered by touching hot are entered by touching hot Cart Service restriction prompt
buttons. buttons. 8
Maintenance Enable or disable
Maintenance restriction prompt

Compass Create Manual 7.2.8


S e ctio n 7 e d iting tool s CONTENTS

7.1 7.2

Advanced Mode
Button attributes

To access Advanced mode, make sure the check box is checked next to “Advance” at the top of the screen in Screen Edit mode.

A H

A H

A H

A H

A H

A H

A H

A H

A H

A H

A H
1
A H
1
Click Apply All to apply all the edits you
made to all buttons of the same type within
the panel of the button you have selected.

A = Action Button attribute


Action buttons allow people
to switch between interface
screens.

H = Hot Button attribute


Call requests or security codes
are entered by touching hot
buttons.

Compass Create Manual 7.2.9


S e ctio n 7 e d iting tool s CONTENTS

7.1 7.2

Advanced Mode
Panel attributes

To access Advanced mode, make sure the check box is checked next to “Advance” at the top of the screen in Screen Edit mode.

1 1

2 2

1
Panel ID Identification number of panel 1
Size Adjust size of panel using XY coor-
element (for use by developer) dinates (origin is the center of the object)
2
GUI_Name Graphical user interface 2
Location Adjust location of panel using
name of panel element XY coordinates (origin is the center of the
panel the object is in)
3
Description Description of panel panel
element
4
AppParam Reference to margins (for use
by developer)
5
Cache ID Cache Identification number of
panel element (for use by developer)
6
Disable Disable/hide element

Compass Create Manual 7.2.10


S e ctio n 7 e d iting tool s CONTENTS

7.1 7.2

Advanced Mode
Panel attributes

To access Advanced mode, make sure the check box is checked next to “Advance” at the top of the screen in Screen Edit mode.

1 1

2 2

3 3

1
Shape Choose a custom image 1
Style If a panel is a shape choose a color
or standard shape (square, round, style: solid, tiled, gradient. If a panel is an
roundrect, or clear) for a panel image choose: centered, stretch, tiled.
2
Image Path Where image is stored 2
Gradient If a panel is a shape, choose
3 Corner Angle Adjust corner angles the direction of the gradient (vertical,
horizontal, angleLR, angleRL)
of panel (only applicable when the shape
is a rounded corner square) 3
Background Color 1 If a panel is a
shape and the style is gradient, choose
first gradient color
4
Background Color 2 If a panel is a
shape and the style is gradient, choose
second gradient color
5
Glossy Enable If a panel is a shape,
enable or disable glossy effect
6
Glossy Color If a panel is a shape and
glossy effect is enabled, choose the color
of the glossy effect

Compass Create Manual 7.2.11


S e ctio n 7 e d iting tool s CONTENTS

7.1 7.2

Advanced Mode
Panel attributes

To access Advanced mode, make sure the check box is checked next to “Advance” at the top of the screen in Screen Edit mode.

1 1

2 2

3 3

1
Drop Shadow Enable Enable or disable 1
Border Enable Enable or disable the
the drop shadow. border around the panel.
2
Drop Shadow Distance Adjust the 2
Border Size Adjust the thickness of the
distance of the drop shadow. border.
3
Drop Shadow Color Adjust the color of 3
Border Color Adjust the color of the
the drop shadow. border.

Compass Create Manual 7.2.12


S e ctio n 7 e d iting tool s CONTENTS

7.1 7.2

Advanced Mode
Arrow attributes

To access Advanced mode, make sure the check box is checked next to “Advance” at the top of the screen in Screen Edit mode.

CDT

1 1

2 2

3
3
4
4
5
CDT 5 CDT
only only
6

1
Panel ID Identification number of arrow 1
Arrow ID Identification number of arrow
element (for use by developer) element (for use by developer)
2
GUI_Name Graphical user interface 2
GUI_Name Graphical user interface
name of arrow element name of arrow element
3
Description Description of the arrow 3
Description Description of the arrow
element element
4
AppParam Reference to margins (for use 4
Direction Direction arrow points (up,
by developer) down)
5
Cache ID Cache Identification number of 5
Disable Disable/hide element
arrow element (for use by developer)
6
Disable Disable/hide element

CDT = Cross dispatcher screen arrow attribute

Compass Create Manual 7.2.13


S e ctio n 7 e d iting tool s CONTENTS

7.1 7.2

Advanced Mode
Arrow attributes

To access Advanced mode, make sure the check box is checked next to “Advance” at the top of the screen in Screen Edit mode.

1 1

2 2

CDT CDT 5
only only
6

8
1
Size Adjust size of panel using XY coor-
dinates (origin is the center of the object)
2
Location Adjust location of panel using
XY coordinates (origin is the center of the
screen) 1
Image 1 Assign arrow 1
2
Image 2 Assign arrow 2
3
Image 3 Assign arrow 3
4 Image 4 Assign arrow 4

5
Image 5 Assign arrow 5
6
Image 6 Assign arrow 6
7
Image 7 Assign arrow 7
8
Image 8 Assign arrow 8

Compass Create Manual 7.2.14


S e ctio n 7 e d iting tool s CONTENTS

7.1 7.2

Advanced Mode
Arrow attributes

To access Advanced mode, make sure the check box is checked next to “Advance” at the top of the screen in Screen Edit mode.

1 1

2 CDT 2

3 3

CDT CDT
only only

1
Type Choose arrow type 1
Type Select arrow style: Arrow1, Arrow2,
Arrow3, or image (import custom image)
2
Thickness Adjust arrow thickness
2
Thickness Define arrow thickness (0-100)
3
Arrow Color Adjust arrow color
3
Up color Define color of “up” arrow
4
Down color Define color of “down” arrow

CDT = Cross dispatcher screen arrow attribute

Compass Create Manual 7.2.15


S e ctio n 7 e d iting tool s CONTENTS

7.1 7.2

Advanced Mode
Arrow attributes

To access Advanced mode, make sure the check box is checked next to “Advance” at the top of the screen in Screen Edit mode.

1 1

2 2

3 3

CDT CDT
only only

1
Drop Shadow Enable Enable or disable
the drop shadow.
2
Drop Shadow Distance Adjust the
distance of the drop shadow.
3
Drop Shadow Color Adjust the color
1
Border enable Checked box means
of the drop shadow. border is enabled, unchecked box means
the border is disabled.
2
Border size Define border thickness
(0-100)
3
Border up color Define border color of
“up” arrow
4
Border down color Define border color
of “down” arrow

CDT = Cross dispatcher screen arrow attribute

Compass Create Manual 7.2.16


S e ctio n 7 e d iting tool s CONTENTS

7.1 7.2

Advanced Mode
Label attributes

To access Advanced mode, make sure the check box is checked next to “Advance” at the top of the screen in Screen Edit mode.

1 1

2 2

3 3

1
Label ID Identification number of text 1
Size Adjust size of text box using XY
element (for use by developer) coordinates (origin is the center of the
object)
2
GUI_Name Graphical user interface
name of text element 2
Location Adjust location of text box
using XY coordinates (origin is the center
3
Description Description of the text of the screen)
element
3
Text Align Adjust text alignment (left,
right, center)
4
Auto Scale Container Adjust text
box to fit text.
5
Auto Scale Text Adjust text to fit
text box.

Compass Create Manual 7.2.17


S e ctio n 7 e d iting tool s CONTENTS

7.1 7.2

Advanced Mode
Label attributes

To access Advanced mode, make sure the check box is checked next to “Advance” at the top of the screen in Screen Edit mode.

1 1

2 2

3 3

1
Phrase Content displayed on screen 1
Drop Shadow Enable Enable (check)
or disable (uncheck) drop shadow effect
2
Text Font Choose a font for the text
2
Drop Shadow Distance Adjust the
3
Text color Color of text distance of the drop shadow effect
4 Reflection Enable Add or remove

reflection effect
3
Drop Shadow Color Adjust the color
of the drop shadow effect
5
Reflection Brightness Adjust reflection
effect brightness

Compass Create Manual 7.2.18


S e ctio n 7 e d iting tool s CONTENTS

7.1 7.2

Advanced Mode
Label attributes

To access Advanced mode, make sure the check box is checked next to “Advance” at the top of the screen in Screen Edit mode.

1
Border Enable Enable (check) or disable
(uncheck) the border around text
2
Border Size Adjust the thickness of the
border around text
3
Border color Adjust the color of the
border around text

Compass Create Manual 7.2.19

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