End-users can clean up content, too.

With a little training, users can clean up content as it is loaded.

One of the most compelling things about Guardian is how simple it is when it comes to end user management; there are no decisions for end users or complex training required to successfully deploy firmwide. BUT, with a little upfront training, you can leverage Guardian and empower users to clean up content as it is loaded into their projects.

We have heard from some of our largest firms that they have successfully enacted this workflow and rely upon it to disperse their administrative workload. Not only does this multiply your efforts, but actually helps end users become better Revit users by exposing them to the inner workings of content and their properties.

From Project Configurations, you can control the End User Experience for a list of default transactions, like Load Family and Transfer Project Standards. For this workflow, select the options for Load Family.

Silent Mode: Does not show any dialogs to regular users. (DEFAULT)

Show Dialogs (one-time mappings): Show dialogs to regular users when new properties are recognized. Users can remove properties and map to existing properties, but these actions won’t be remembered. (INTERMEDIATE)

Show Dialogs (full mappings): Show dialogs to regular users when new properties are recognized. Users can remove properties and map to existing properties AND these actions with be remembered by Guardian, adding them to the Mapping Configuration. (ADVANCED)

Both Show Dialog options will require a training session to introduce users to the workflow. Since this setting is controlled at the Project Configuration level, you can try it at a small scale with a pilot project. We would love to hear your thoughts and feedback on this methodology.