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Walkthroughs: how each part of the app is worked

The six in-app walkthroughs in full: getting a list in, marking up the shooting calendar, working a single location, reading the map, planning a scout day and sending it out

7 min readUpdated v0.9.9

Six parts of LocoBase have a running order to them, and each one has a short walkthrough built into it. They are all below, in full, in the order a job tends to run: get the list in, mark it against the shooting calendar, work a single location, read the map, plan the scout day, send it out.

Every step names the control it is about, with the label the screen actually uses. Press Show me the walkthrough on any of them to open it the way it opens in the app.

Importing a location list

Five steps, from a spreadsheet to locations in your library.

Where: Locations, then Batch Import, which opens Smart Import Locations.

  1. 1.Drop the file in

    Drop your CSV on the panel, or press Choose File. Template Import CSV downloads a sheet with the exact columns, which is what you need if you turn the smart features off in AI Settings.

  2. 2.Check what it guessed

    Field Mappings lists every column in your file beside the field it was matched to, with a confidence score. A column left on skip imports nothing, so read the low scores before you move on.

  3. 3.Look at your own rows

    Data Preview shows the first rows as they will land, with the mapping applied. AI Settings holds the confidence threshold and the switches for image URL extraction and fuzzy category matching.

  4. 4.Read the preview before you commit

    Import Preview counts the locations, images and tags about to be written and lists what it found wrong. Errors block the import; warnings do not, and are usually image URLs it cannot vouch for.

  5. 5.Run it, and leave it alone

    Import N Locations starts the write, and images are fetched as it goes, so do not close the dialog or refresh the page until it finishes. Back to Mapping is the way out if the preview looks wrong.

Marking up the shooting calendar

Six steps, from an empty sheet to an Excel file.

Where: Open a project and choose Worksheet from the view switcher.

  1. 1.Set up the calendar

    Set up calendar takes the shoot's first day, its length and any off days. Until one exists the sheet is a flat list of script locations with nowhere to put a date, and Day banners is not offered.

  2. 2.Mark the days each location is wanted

    Click a calendar cell for Shooting, Prep or Wrap, and drag across a run of days to set them together. Shooting days then ask for Day, Night or Day and night, which sets the stripboard colour.

  3. 3.Read it day by day

    Day banners is the grouping switch, not a display one. Off, you get the flat script-location sheet you mark the calendar up in; on, those same marks gather into the day-by-day sheet the company works from.

  4. 4.Count only what shoots

    A day band's location count and its page eighths take only the lines marked Shooting. Prep and wrap still appear under it, sorted below, tagged P and W in the gutter and noted as “1 prepping”.

  5. 5.Add the columns your production needs

    The + on a section heading opens Add a column…, and Logistics, Actors and your own sections are rows in the sheet rather than code. A cell belongs to this location on this project, not to the location everywhere.

  6. 6.Export it

    Export offers This view or Every column. Headers and location names stay frozen as you scroll, the calendar keeps its stripboard colours, and a Legend tab explains the rest.

Working one location

Six steps through the sheet behind a single location.

Where: In the worksheet, right-click a location's row and choose Open location worksheet.

  1. 1.Set where this option stands

    The blue Scout and green Final chips at the top are this location's standing on this script location only. The same venue can be a final select for one scene and a maybe for another.

  2. 2.Put a light on every line

    Each line carries a status dot set to Problem, In progress, Sorted or Parked. Hover or focus the line and four swatches appear to change it; on a touch screen they stay put, since there is no hover to reveal them.

  3. 3.Work down what is not finished

    Only what is left hides everything settled and leaves the reds and ambers. It is the switch that turns this from a report into a working document, and the count beside it is what is still outstanding.

  4. 4.Fold what you are not reading

    Fold all shuts every band to one strip carrying its one fact (the price, who to ring, how many days) plus a tally of the lights inside. A folded The place loads no map at all.

  5. 5.Attach the permit

    The Permits band joins this location to a permit the project already holds. A city issues one street closure for a whole block, so the same document lands on several locations instead of being uploaded again.

  6. 6.Check the days it is ours

    When it is ours lists the days this location is marked for on the project calendar and the hours booked on each. Hours set on a merged block of days are true of every day in that block.

Reading the project map

Five steps: what the pins are saying, and how to cut them down.

Where: Open a project and choose Map view from the view switcher.

  1. 1.Read the pins

    Every pin carries its script location's number. A green star on it means a final select, a blue ◎ means it is on the scout list, and a plain pin is neither yet.

  2. 2.Open a stack

    Several locations at one address draw as a ringed disc with the count inside, the ring split green for final selects and blue for scouts. Click it to list what is underneath.

  3. 3.Narrow to one script location

    The funnel in the panel header opens Script locations, where you tick the ones you want. Hovering a heading in the list itself offers Only, and Show all puts the rest back.

  4. 4.Remember that Show is per view

    The Show filter above the map, set to All, Scout or Final, is remembered for the map on its own. Leaving it on Final here will not change what the card, gallery or list views are showing.

  5. 5.Work from the panel beside it

    Hovering a card in the panel lights its pin without opening a callout; clicking one opens the location. The arrow in the panel header folds it away when you want the whole map.

Planning a scout day

Six steps, from an empty day to a sheet in everyone's hands.

Where: A project's Scout Days section, then Add Scout Day or an existing day.

  1. 1.Name the day and set when it starts

    The name sits in the title bar, with Date and Start Time under it. Every arrival time in the itinerary counts forward from Start Time, so changing it re-times the whole day.

  2. 2.Say who is riding along

    Attendees takes the people coming out. Anyone here with an email address is pre-filled into the recipient list when you share the day, which is a reason to fill it in before the itinerary.

  3. 3.Build the itinerary

    Add Stop searches this project's locations, and the row above it drops in a Meal, Break, Custom or Office stop. One venue standing in for two script locations can be added twice, and both stops are kept.

  4. 4.Put the stops in driving order

    Drag a stop by its grip to move it. Times recompute as you go from straight-line distance, and Recalculate Driving Times refines them against real road routing, worth pressing after you edit an address.

  5. 5.Pin a time that cannot move

    Click a stop's time to type one. A pinned time wears a padlock and holds while everything around it re-times, which is how a noon appointment with an owner survives a reorder.

  6. 6.Print it, or send it

    The printer and the envelope in the footer only appear once the day is saved, so press Create Scout Day first. Print makes the sheet with the route map on it; the envelope emails it to the attendees.

Sharing a project

Five steps: who gets in, what they see, and how to take it back.

Where: The Share button in a project's header.

  1. 1.Choose how you are sharing

    Individual invites named people by email and they sign in to open the project. Public Link makes a URL anyone holding it can open. The two carry separate permissions and are set up separately.

  2. 2.Set what they are allowed to see

    Access Level decides it. Creative Team can view, comment and rearrange; Production Team also sees pricing and addresses; Locations Team gets the contact details and can edit the project's structure.

  3. 3.Choose what they land on

    Show, set to All, Scout or Final, is the filter recipients open the project with. It is a starting point rather than a restriction: they can switch it themselves once they are in.

  4. 4.Send it

    Share Project with N recipients sends the invitations. Anybody who has not opened theirs shows as waiting in the list below with a resend beside them, and after three days LocoBase nudges them once itself.

  5. 5.Or hand out a link

    Generate Share Link builds a public URL with its own permissions and an optional Expiry date. Revoke link kills it for everyone holding it at once, so it is safer to expire a link than to reuse one.

Each of these opens itself the first time you land in that part of the app, and stays quiet for three days afterwards. Tick Don't show this again in its footer to stop it for good on that browser. To bring one back, press it here, or use the ? in the Help button at the bottom right of every screen, which always offers the walkthrough for whatever you are looking at.

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