Jun 13, 2025

How do I get started with the staging interface?

To begin using the Staging Area, you must have an Onboard Account and an Edge Node deployed at your building. If you don’t have an account, talk to us to set it up. For assistance with installing an Edge Node, visit [link].

To access the Staging Area, click on the 🔧 icon on the left-hand navigation bar on the Onboard Portal

Launch the Staging Area

Select a building from the dropdown menu in the top-right corner. This will load all data discovered from the devices in your building’s network. Buildings with a high volume of data may take a few seconds to load.

Selecting a building to load on staging area

Navigating the Staging Area

The Staging Area is composed of three tabs and you can start your modeling journey from anyone of them:

  1. Points
  2. Equipment
  3. Overview

Points Tab

The Points Tab tab helps you model the points in your building. 

Points are the individual sensors and actuators in a building. They can monitor conditions, such as temperature or humidity, or control actions, like turning equipment on and off or opening and closing dampers.

Click on POINT to go to the Points Tab. Each row in the table on the page represents a unique point, and the columns display the point’s key attributes. You can review the key details of each point, such as its Point Name, Point Type, Units, Equip Name, and more.

  • Use filters at the top of the page to quickly locate specific points or types of data within the table.

Filtering by Confidence
  • Click the COLUMNS button to adjust which attributes are visible, allowing you to focus on the most relevant data.
  • Ensure the completeness of data discovered from the building and identify any missing points that need attention. If you suspect points are missing from the staging area, consult our FAQ for more information. 

Equipment Tab

The Equipment Tab is designed to help you model equipment in your building as well as publish the data from the Staging Area to the live building. 

Equipment are the physical or virtual entities in a building system that perform specific functions or contain multiple sensors and actuators. Examples include AHUs, VAVs, pumps, chillers, or lighting fixtures.

Click on EQUIPMENT to go to the Equipment Tab. Each row in the table on the page represents a unique equipment, and the columns display the equipment’s key attributes. You can review the key details of each equipment, such as its Name, Equipment Type, Device ID and Device Name.

  • Use the filters at the top of the page to quickly locate specific types of equipment or particular attributes within the table. 

Filtering by Equipment Type & Device ID
  • Click the COLUMNS button to adjust which attributes are visible, allowing you to focus on the most relevant data.
  • Ensure the completeness of data discovered from the building and identify any missing points that need attention. Learn more about missing points and devices on our FAQ page

Overview Tab

The Overview tab is designed to help you model the relationships between equipment and their points. This involves defining which individual sensors or actuators (points) are part of specific pieces of equipment. This process ensures clear organization of your building data by accurately linking each point to its corresponding equipment and removing any unwanted points.

Click on OVERVIEW to go to the Overview Tab. Each card on the Overview Tab represents a single piece of equipment. Within each card, you’ll find a list of points currently associated with that equipment. You can review the points linked with the equipment

  • Use filters at the top of the page to quickly locate specific equipment.
  • If an equipment card has multiple points, you can scroll within the card to view all associated points.
Points linked to an equipment