**Primary Responsibility:** To design and deploy high-quality, intuitive Human-Machine Interface (HMI) graphics that provide building operators with effective visualization, monitoring, and control of the Building Automation System (BAS).

**Prerequisites:**

- Completion of Field Specialist role with supervisor sign-off

- Completion of Bridge Training modules

- Minimum 18-24 months experience as Field Specialist

- OSHA 40-Hour Construction Safety Certification (maintained)

**Estimated Time in Role Before Promotion Eligibility:** 24-36 months

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- Practical demonstrations with supervisor observation and sign-off on each key task

- Design review by senior developers and Project Managers

- User acceptance testing with building operators and clients

- Quality control checklist verification (100% compliance required)

- Written exam on HMI design principles and data linking (80% passing score)

- Client satisfaction scores on graphic usability and aesthetics

- Portfolio of completed graphics with before/after examples and user feedback

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**Key Tasks for Qualification**

- 1. **Graphic Design & Visualization:** Design a comprehensive system schematic graphic for a central plant (Boilers, Chillers, Pumps) using the approved graphic library.

- 2. **Graphic Design & Visualization:** Create at least three custom 3D-style floor plan graphics, placing equipment symbols accurately on the layout.

- 3. **Data Linking & Interactivity:** Successfully link all live data points (Analog, Binary, Multi-state) from the controller network to their corresponding visual elements on the graphic.

- 4. **Data Linking & Interactivity:** Implement secure, interactive elements (e.g., setpoint changes, mode overrides) ensuring appropriate user permissions are enforced.

- 5. **User Experience (UX):** Design a custom dashboard graphic that aggregates key performance indicators (KPIs) like energy consumption and system efficiency trends.

- 6. **User Experience (UX):** Ensure all graphics are designed to be responsive, viewing correctly on both desktop monitors and mobile tablets/phones.

- 7. **Quality Control:** Conduct a formal quality check, verifying that all links function, graphics are visually consistent, and adhere to client branding guidelines.

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1. **BAS Graphic Development Platform Training:** Mastery of the graphic toolset (Vendor-Specific, e.g., Niagara AX/N4).

2. **Central Plant Schematic Design:** Principles of fluid dynamics visualization and standardized graphic library usage.

3. **Floor Plan Design and Spatial Visualization:** Techniques for creating accurate and aesthetic 2D/3D floor layouts.

4. **BAS Data Point Linking and Tagging:** Procedures for connecting control network points to HMI elements.

5. **Interactive Element Implementation:** Securely configuring control points (setpoints, overrides) and user permission management.

6. **Dashboard Design and KPI Visualization:** Designing effective data aggregation and trending displays.

7. **Responsive Graphic Design:** Ensuring optimal viewing and functionality across desktop, tablet, and mobile interfaces.

8. **Graphic Quality Control and Branding Compliance:** Formal verification checklist and adherence to client standards.

9. **User Interface (UI) and User Experience (UX) Principles:** Best practices for intuitive navigation and operator workflows.

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- Advanced graphic design software (Adobe Illustrator, Photoshop)

- Web-based HMI development (HTML5, CSS, JavaScript)

- Data visualization best practices and chart selection

- Color theory and accessibility compliance (WCAG standards)

- Animation and dynamic visualization techniques

- Custom widget and component development

- Building information modeling (BIM) integration

- Virtual reality (VR) or augmented reality (AR) HMI concepts

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- Shadow Programmers to understand control logic and data availability

- Shadow Network Specialists to understand data communication and latency issues

- Attend operator training sessions to observe end-user interactions

- Work with Project Managers on graphic scope estimation and timelines

- Collaborate with Field Specialists to understand system layout and equipment placement

- Review Service Fusion workflows for tracking graphic development milestones

- Participate in client design review meetings

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Before advancing to Senior Field Operations Coordinator, the Graphic Developer must demonstrate:

- [ ] Design and deploy graphics for 10+ complete BAS projects

- [ ] Create 5+ central plant schematics with full data linking

- [ ] Develop 15+ custom floor plan graphics meeting client specifications

- [ ] Link 500+ data points correctly with zero linking errors

- [ ] Implement secure interactive controls for 10+ projects

- [ ] Design 5+ custom dashboards incorporating energy and performance KPIs

- [ ] Ensure all graphics pass quality control checklist (100% compliance) for 10 projects

- [ ] Pass written exam on HMI design principles (80%+)

- [ ] Achieve client satisfaction rating of 4.5/5.0 or higher on graphic usability

- [ ] Obtain at least one manufacturer graphics certification

- [ ] Mentor Field Specialists on basic HMI navigation and data point concepts

- [ ] Receive supervisor sign-off on all 7 key qualification tasks

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**Typical Duration:** 24-36 months

- Months 1-6: Learning graphic development platform, creating basic schematics under supervision

- Months 7-12: Developing floor plans and dashboards independently

- Months 13-18: Advanced data linking, interactive elements, responsive design

- Months 19-30: Complex visualizations, client customization, pursuing certifications

- Months 31-36: Mentoring others, design review responsibilities, preparing for dispatch coordinator role

**Note:** Progression depends on demonstrated design aptitude, client feedback, attention to detail, certification achievement, and company need for dispatch coordinator capacity.

- [HVAC Graphics Design - Tips & Tricks](https://www.youtube.com/watch?v=Fj-0nU3tS9o)

- [Niagara 4: Creating a Simple Graphic (PX)](https://www.youtube.com/watch?v=kYv_I-m46Fk)

- [How To Build a Basic VAV Graphic (Niagara 4)](https://www.youtube.com/watch?v=Yp69GgU2m1w)