BIMIO Canon

Goal. Get the full picture of what the model is breaking right now and the compliance score.

1. Open the project in Revit and press the Canon button (BIMIO tab, Setup panel).The BIMIO · Canon — Model health window opens with the project name and a message inviting you to scan.

   

   assets/shots/canon/fig-03.pngModel health window just opened, with no results, with the Scan model button highlighted.

2. Press Scan model.The button changes to Scanning… and an indeterminate progress bar appears. The audit runs on the Revit thread, so Revit (and the window itself) stay busy until it finishes.
3. Review the header when it finishes.You will see the Compliance line with the percentage and the change against the previous scan (▲/▼), and the Milestone gate verdict: PASS if no open errors remain, FAIL with the number of errors.

   

   assets/shots/canon/fig-04.pngPanel header with Compliance 91.2% ▲ +3.1 vs previous and Milestone gate PASS.

4. Read the violations table.Rows arrive sorted by severity (errors first) and then by category. The footer summarises: N issues · N errors · N warnings · N info.

• Repeat the scan after fixing or granting waivers: the score and the report always reflect the latest scan.
• Detect rules without conditions only act live; the scan ignores them. For a rule to appear in the audit it must have at least one condition.
• The panel scan does not filter by discipline: the lead always sees the full picture, even if their workstation has My discipline set.

Goal. Find specific rows among hundreds of results and see them in the model.

1. Type in the search box on the toolbar.It filters live by element id, category, element name, rule or message.
2. Use the funnel on the Severity, Category, Element, Rule or Message columns for Excel-style filtering.The popup has a search box, Select all and Clear, and a tick box per value. Column filters combine with each other (logical AND) and with the global search. The funnel turns blue when the filter is active.

   

   assets/shots/canon/fig-05.pngFilter popup for the Category column with several categories ticked.

3. Press Go to on the row you are interested in.Canon selects the element in Revit and zooms to it. If the element no longer exists (it was deleted after the scan), the status will ask you to rescan.

• When you change filters, Canon automatically unticks rows that become hidden: Fix selected only acts on what you can see.
• Sort by any column by clicking its header.

Goal. Apply one-click fixes to many rows at once.

1. Tick the boxes of the rows you want to fix.Only fixable rows show a tick box. The header tick box ticks or unticks all visible fixable rows (it respects the filters).
2. On rows with a drop-down in the Fix column, choose the value to apply.These are rules whose fix accepts several permitted values. If you have several rows selected in blue (extended selection) and they all belong to the same rule, the chosen value is propagated to the others; those that do not accept that value are left untouched and Canon lets you know.

   

   assets/shots/canon/fig-06.pngTable with several rows selected in blue and a Fix column drop-down open.

3. Press Fix selected (N).Canon applies all the fixes to Revit in a single batch. Fixed rows disappear from the list; if any could not be applied (a read-only parameter, a deleted element…), it remains and a notice tells you how many failed.
4. For a one-off case, press the Fix button on the row itself.It fixes only that element using the same mechanism. Note that this is equivalent to ticking only that row and applying: any boxes you had ticked on other rows are unticked.

• Action fixes (showing a hidden element, removing a graphic override, unflipping, re-enabling Room Bounding or pinning) need no value: just tick and apply.
• After a batch of fixes, rescan to update the score and re-enable the report.

Goal. Record that a specific violation is acceptable, with a reason and traceability, instead of disabling the whole rule.

1. Press Waive on the violation's row.The Accept as exception dialog opens, asking why it is acceptable for that element to break that rule.

   

   assets/shots/canon/fig-07.pngAccept as exception dialog with the reason field and the Waive button.

2. Type the reason and press Waive.The reason is mandatory: it is recorded together with your username and the date. The row disappears from the list and that element stops generating live notifications for that rule.
3. To review the exceptions, press Waivers… on the toolbar.The dialog lists each active waiver: rule, element id, reason, author and date.

   

   assets/shots/canon/fig-08.pngAccepted exceptions (waivers) dialog with two exceptions listed and their Revoke buttons.

4. Press Revoke on a waiver to withdraw it.The element will be checked again on the next scan and live.
5. Rescan the model.After granting or revoking waivers, the Export… button stays disabled until a new scan re-synchronises the score with the list.

• A waiver is per rule-element pair: it does not affect other elements or other rules on the same element.
• Model-level violations (for example, the Revit warnings count) cannot be waived: fix them or disable the rule.
• Waivers are saved on your machine; each workstation manages its own.

Goal. Turn the latest scan into a shareable deliverable: an HTML dashboard or a CSV log.

1. With a scan done, press Export… on the toolbar.The button is only enabled after scanning (and is disabled if you grant waivers, until you rescan).
2. Choose the format and name in the save dialog.HTML report (default) or CSV (Excel). The suggested name is canon-compliance-YYYYMMDD-HHMM.
3. Press Save.Canon writes the file, confirms the path and opens it automatically. The HTML is a self-contained dashboard (no external dependencies, works offline): score ring, severity distribution, rule and violation tables with search, sorting and filters, and light/dark mode. The CSV uses semicolons (Excel-friendly with Spanish regional settings) and includes a summary block, a per-rule table and the violations log.

   

   assets/shots/canon/fig-09.pngHTML report open in the browser with the score ring, the severity doughnut and the violations table.

• The report reflects the latest scan, not the live state: scan just before exporting.
• If the scan was cancelled or left incomplete, the report says so explicitly.

Goal. Define, without programming, a check of the kind notify me when something is wrong.

1. In Model health press Edit rules and, in the Rules window, press + New rule.The editor opens with a draft rule. The rule is only added to the list if you finish with Done; Cancel discards it entirely.
2. Type the rule name and, if applicable, the disciplines.The name is mandatory and unique. Disciplines (for example ARQ, EST, MEP) is optional: if you fill it in, live notifications only go to workstations of that discipline; the panel scan always shows it.
3. Leave the type as Detect a problem.Detect = it notifies you when your conditions are met. The other option, Enforce, is explained in its own workflow.
4. In Applies to categories, tick the model categories it applies to.There is a search box, Only selected, Select all and Clear. With none ticked, the rule applies to any category (noisier and heavier: use with care).

   

   assets/shots/canon/fig-10.pngApplies to categories card in the editor with the Doors category ticked.

5. In Conditions, choose the trigger in When I… and add conditions.Triggers: always (recommended: on create, edit and opening views), on create, on modify, on opening a view, on delete and on synchronising. Each condition combines a subject (Parameter, Flip, Override, Hidden, Workset, Pinned, Link or Model), an operator (is empty, equals, contains, matches pattern, greater than, duplicate…) and a value. The + and × buttons add or remove conditions, and the match ALL / match ANY toggle decides whether all must be met or one is enough.

   

   assets/shots/canon/fig-11.pngConditions card with the condition if parameter Fire Rating is empty and the match ALL toggle.

6. In Notify, choose the severity and write the message.Info, Warning or Error. The message is the text the user will see in the toast: write it as a clear instruction.
7. Optional: in Fix, enable Offer a one-click fix in the toast and configure it.Specify the parameter to write (by default, the one from the condition) and the mode: Fixed value (a fixed value), Options (a list of values the user chooses from) or Free text (the user types). If the parameter is a Yes/No type, Canon detects it and offers the Yes/No drop-down automatically. For action subjects (Hidden, Override, Flip, RoomBounding) the fix is automatic and there is nothing to configure.
8. Press Done.Canon validates the rule (unique name, named parameters, complete standard rows…) and adds it to the top of the list with its ID (#W007). Changes are saved automatically: there is no save button.

• Before trusting a new rule, try it out with the Test button on its row.
• A Detect rule without conditions fires on every gesture on those categories and the scan ignores it: always add at least one condition.
• Parameter names auto-complete with those from the real model; if you have just loaded families, press Refresh parameters.

Goal. Declare that a property must have a specific value and let Canon fix it on its own or in one click.

1. Create a new rule and select Enforce a standard as the type.The Conditions card is replaced by the Standard card.
2. Choose the target in Enforce that the: Workset, Phase, Level or Parameter.If you choose Parameter, type or select the parameter name. The target is single for the whole rule.
3. Define the standard rows: the value the target must have.In each row you choose the expected value (a drop-down with the model's real worksets, phases or levels, or free text for parameters). The list of options tick box turns the row into a list of permitted values (the user will choose when fixing); empty allowed makes an empty value also count as compliant. With + add standard row you add more rows; the cross on each row removes it.

   

   assets/shots/canon/fig-12.pngStandard card with a row the workset must be EST-Estructura and a criterion if Category is Walls.

4. Optional: add a criterion to each row with + add a condition.That way a single standard discriminates by case: if Category is Walls, the workset must be X; if Category is Doors, it must be Y. The first row whose criterion is met wins, so order matters; if two rows can overlap, the editor shows an amber warning.
5. Decide whether to enable Auto-fix.With Auto-fix, Canon fixes the violation automatically and the toast only reports what changed. Without Auto-fix, the toast offers the Fix button. The switch is disabled automatically if any row is a list of options: choosing between several values requires a human decision.
6. Complete Notify (severity and message) and press Done.
7. If the amber conflicts indicator appears in the Rules window, press it and resolve them.Two rules writing different values to the same target in overlapping categories contradict each other; if both have Auto-fix, the conflict is critical (a loop of fixes). The window's Accept button will not close while any conflict remains, critical or not.

   

   assets/shots/canon/fig-13.pngRules window with the amber 1 conflict button visible next to Refresh parameters.

• Start without Auto-fix and enable it once you trust the rule: automatic fixes write to the model without asking.
• Canon includes a live firewall: if an element auto-fixes too many times in a few seconds (conflicting rules), it stops auto-fixing it and records it in the log.

Goal. See how many and which elements a rule flags before signing it off.

1. In the Rules window table, press Test on the rule's row.Canon evaluates only that rule against the active model, even if it is disabled (you are testing it), using the same engine as the real audit.
2. Review the results dialog.It shows N elements break this rule and a list with element name, category and id.

   

   assets/shots/canon/fig-14.pngTest rule dialog with 14 elements break this rule and the list of elements.

3. Click any row to select that element in Revit, or press Select all in Revit to select them all.
4. Close with Close and adjust the rule if needed.

• The test respects the active view for view-dependent checks (hidden, override).
• After editing a rule and pressing Done, test it again: Test always evaluates the saved version of the row, including your latest changes.

Goal. Start a project with curated standards and enable them gradually rather than all at once.

1. In the Rules window press Starter packs (in the footer, or Starter packs… in the empty state if there are no rules yet).A dialog opens with the available packs: Model hygiene (imported CAD, in-place families, warnings, unpinned links), Worksharing & coordination (pinned links and datums, shared coordinates), Data completeness (room name and number, door Fire Rating and Mark) and Sheet naming (ISO 19650-style sheet numbering grammar).

   

   assets/shots/canon/fig-15.pngStarter rule packs dialog with the four packs, their rule counts and the Add buttons.

2. Decide whether to leave the Add disabled, for review tick box ticked (on by default).With it, the pack's rules arrive disabled so you can review them before they start notifying.
3. Press Add on the packs you want.The rules are added at the end (exact duplicates are skipped) and the button changes to Added ✓.
4. Close the dialog and review the added rules: edit messages, categories or thresholds to taste.For example, the sheet numbering grammar comes with an example pattern that you must adapt to your project code.
5. Enable them in waves: tick several with the tick boxes (or highlight a range with Ctrl/Shift+click and tick one box so it propagates to the whole group) and press Enable in the bulk-actions box.Disable, Duplicate and Delete work the same way on the selection. That way you can, for example, enable only the errors first and leave the warnings for the following week.

• Applying a pack twice does not duplicate rules: duplicates by content are skipped.
• The Active tick box on each row allows fine-tuning rule by rule after enabling in waves.

Goal. Have the whole team read the same rule set and be able to carry rules from one project to another (or draft them with an AI).

1. Press the Rules folder chip in the footer of the Rules window.A folder picker opens: paste a path (for example, a network one: \\servidor\BIM\Canon\rules) or use Browse. Empty means the default local folder. The dialog validates the path live.

   

   assets/shots/canon/fig-16.pngFolder picker dialog with a network path pasted and the existing-folder check mark.

2. Confirm with Use this folder: every workstation pointing at that folder will read the same rules.The folder's permissions act as file-level access control: whoever has write access saves their changes; without write permission, Canon cannot save to that folder and that workstation's changes are not persisted.
3. To take the rules with you, press Export rules and choose the destination for the JSON.The exported file is self-documenting: alongside the rules it includes a guide (_README, _schema, _examples) and, if a model is open, the project's real categories and parameters (_available). With that, an AI or a colleague can draft valid rules without opening the editor.
4. To bring rules in, press Import rules and choose the JSON file.Canon asks whether to add them to the current ones (Add) or replace everything (Replace all). If it detects rules identical to the ones you already have, it offers to skip the duplicates or add them anyway. When finished it shows a summary of added, updated and skipped rules.

   

   assets/shots/canon/fig-17.pngImport dialog asking Add or Replace all with the file's rule count.

5. If you re-import a previously exported file (round trip), rules with the same Id are updated in place instead of being duplicated.This is the circuit designed for editing rules outside Canon: export, tweak the JSON (by hand or with an AI) and re-import.

• The My discipline field in the footer is per workstation: type ARQ, EST, MEP… to receive live only the toasts for your discipline (empty = all). It does not affect the panel scan.
• The Canon active in this project switch turns off all the project's rules at once without deleting them.
• Changing the rules folder applies instantly: the live engine reloads from the new location on the next event.