BIMIO Assay

Goal. Scan the active model and obtain the list of issues, the inventory and the health score.

1. Open the model you want to audit in Revit and go to the BIMIO tab.
2. Click the Assay button in the QA / QC panel.The BIMIO · Assay window opens. If it was already open, it comes back to the foreground with the results of the previous scan.
3. Click Scan (blue button, bottom right).The Working… progress dialog appears with the current phase and percentage. The quick model health checks run first and the view-by-view sweeps (annotation overlaps, graphics and overrides) last; the inventory closes the pass.

   

   assets/shots/assay/fig-03.pngProgress dialog with the phase Scanning view 12/48 and the bar at 40 per cent.

4. Wait for the dialog to close on its own.In large models the per-view sweep and the inventory can take several minutes. You can click Cancel at any time.
5. Review the header and the KPI cards.The header shows the scan date, how many placed views were visited and the Model health NN / 100 score with its grade. The cards indicate how many issues there are per severity and how many items the inventory catalogues.

   

   assets/shots/assay/fig-04.pngHeader and KPI cards with the health score in amber and the per-severity counters.

• The scan is read-only: Assay never touches the model, so you can run it with confidence on a workshared model.
• The per-view sweeps only visit views placed on sheets. If a working view does not appear in the results, it is because it is not on any sheet.
• If one specific check fails, the rest carry on: you will see an Info row with the text Scanner did not complete instead of losing the whole scan.

Goal. Narrow the list of issues to focus on what matters: one severity, one finding kind or a specific view.

1. Make sure the side-panel toggle is set to Issues.
2. Click a severity KPI card (for example CRITICAL) to isolate that severity.The table shows only those issues. Click the same card again to restore all four severities. You can also tick and untick the checkboxes in the Severity group manually.
3. Narrow by finding kind with the checkboxes in the Kind group.Each checkbox shows its count in brackets. The All and None buttons tick or untick the whole group.
4. Narrow by view with the Views group.If there are many views, type in the group's text box to filter the list of checkboxes itself and tick only the ones you are interested in. Project-scope issues (with no associated view, such as Revit warnings) are not affected by this filter.
5. Use the search bar above the table for free-text searches.It searches severity, kind, view, element, detail and ID, and also the finding title and the element's Revit category; the Area and Recommendation columns are not searched. The counter on the right indicates how many rows remain visible.

   

   assets/shots/assay/fig-05.pngIssues table filtered by Critical severity with the search text applied and the row counter.

6. Sort the table by clicking any column header.A second click reverses the order. You can also resize and reorder columns by dragging them.

• The Issues and Inventory filters are independent: you can switch between the two modes without losing the state of either.
• The Count column groups repeated findings: for example, a Revit warning type that fires 340 times appears as a single row with its count.

Goal. Jump from a table row to the affected element in Revit to fix it.

1. Double-click the issue's row.Revit selects the element (and its related element, if there is one, as in an overlap between two annotations) and zooms to it, opening a suitable view if it is not visible in the current one. Project-scope rows (for example a purgeable count) have no element to jump to.

   

   assets/shots/assay/fig-06.pngRevit with the finding's element selected and framed after the double-click.

2. To act on several rows at once, select them in the table (Ctrl or Shift + click) and click Select in Revit in the side-panel footer.All the elements of the ticked rows are selected in Revit, ready to pin, move to a workset or fix in bulk.
3. Click Zoom to if you only want to frame the first of the selected elements.
4. If you prefer to work with the ID, right-click the row and choose Copy element ID.The Issues table's context menu also offers Select in Revit and Zoom to. Copy element ID copies the IDs of all the selected rows separated by commas, ready to paste into Revit's Manage → Inquiry → Select by ID.
5. Fix the issue in Revit following the Recommendation column and click Scan again to verify it.The results do not refresh on their own: they are a snapshot of the moment of the scan.

• If you deleted the element after the scan, double-clicking simply does nothing: Assay ignores IDs that no longer exist instead of raising an error.
• Views and sheets cannot be added to the Revit selection; for those, use double-click from Inventory mode, which opens them directly.

Goal. Explore everything the model contains (sheets, views, elements and annotations) and find out who created and who modified each item.

1. Click Inventory in the side-panel toggle (or click the INVENTORY ITEMS card).The table switches to the catalogue and the side panel shows the inventory filters.

   

   assets/shots/assay/fig-07.pngAssay window in Inventory mode with the four kind chips and the table of catalogued items.

2. Choose which kinds to see with the four chips: Anno, Model, Sheet and View.Each chip shows its count and toggles on or off with a click. The Kind group's All and None buttons switch all four on or off at once.
3. Narrow by Category or by Family · Type with their checkbox groups.Both groups have a text box to filter the list of checkboxes itself when there are many entries.
4. Filter by authorship with the Author, Last modified by and Owner groups.They only have values in workshared models. Author is who created the element, Last modified by is who last synchronised it and Owner is who currently owns it.
5. Use the Orphan group to keep only the views that are not on any sheet (Yes (orphan) checkbox) or to exclude them (No checkbox).
6. Double-click a sheet or a view to open it in Revit, or any other element to select it and zoom to it.

• The inventory excludes internal system categories (constraints, automatic sketch dimensions, materials, viewports and the like) so as not to clutter the list.
• Filtering by Author is the quickest way to answer the classic question of who created all this in the model.

Goal. Generate a self-contained report to share the audit with the team or attach it to a delivery.

1. With a scan loaded, click Export HTML in the actions bar.The button is enabled when the scan has found issues or inventory.
2. Choose a folder and name in the save dialog and click Save.The suggested name is BIMIO_Assay_report.html.
3. Open the file in any browser.It needs no internet access or auxiliary files: styles, charts and data are embedded in a single HTML file. It works on locked-down corporate networks and can be sent by email.

   

   assets/shots/assay/fig-08.pngAssay HTML report open in a browser: health score ring, severity cards and filterable findings table.

4. Navigate the report's sections: Overview, Health metrics, Issues and Inventory.Overview includes the score with a narrative, a severity donut, rankings by area and by kind and an area × severity matrix. Issues is a table with search, filters by severity, area and kind, and column sorting; it also highlights the views with the most findings. Inventory only appears if there are catalogued items, with filters by kind, category and author and a checkbox to show orphans only. There is a global search and a light / dark theme toggle in the top bar.

• The report's tables render 600 rows per filter combination: if you see the first 600 notice, narrow with the filters to see the rest.
• In huge models the report embeds at most 25,000 inventory rows (it says so honestly as first N of M) so the file size does not balloon.

Goal. Take the issues list into Excel or a BIM issue log to assign and track them.

1. With a scan that has found issues, click Export CSV.The button is only enabled if there is at least one issue (the CSV does not include the inventory).
2. Choose a folder and name and click Save.The suggested name is BIMIO_Assay_issues.csv.
3. Open the file in Excel.It is written in UTF-8 with BOM, so accented characters display correctly when you open it directly in Excel. One row per issue with the columns Severity, Category, Kind, View, RevitCategory, Element, Detail, Recommendation, Count, ElementId, RelatedElementId and Author, sorted from most to least severe.

• The ElementId column lets you locate each element in Revit again with Select by ID, even weeks after the scan (provided the element still exists).

Goal. Interrupt a long scan without closing Revit and repeat the audit when it suits you.

1. During the scan, click Cancel in the progress dialog.The button is disabled and the text changes to Cancelling — waiting for the current step to finish…: cancellation waits for the current step to finish, so it can take a few seconds.
2. Wait for the dialog to close.A cancelled scan does not load partial results: the table keeps whatever there was from the previous scan, but exporting that scan is no longer available until you complete a new one.
3. To repeat the audit at any time, click Scan again.Each scan completely replaces the previous one; results do not accumulate.

• While a scan is running, the Scan, Select in Revit and Zoom to buttons are disabled to avoid crossed actions.
• The progress dialog cannot be closed with the X: use Cancel.