InfoEx Help Information - User contributions [en]

Executing a workflow instance

2013-12-09T00:14:03Z

John: /* Functionality tested by */

__NOTOC__
{{Requirements|UserLevel=All users|Connectivity=Online and offline}}

This document describes how to use a workflow in the infoex system.

==Background==
A workflow links together user-specified tasks into a logical order so that users can repeatedly move through the same steps. The following types of steps are available in workflows:

{|class="TblSteps"
|-
|class="StepNum" | Context:
|A 'context' step provides information about the workflow itself and offers a place to record the following information:
|-
|class="StepNum" | Webpage:
|A 'webpage' step allows the workflow user to view a stored webpage without leaving the application.
|-
|class="StepNum" | Snowpack:
|A 'snowpack' step allows the workflow user to add a snowpack description in narrative form.
|-
|class="StepNum" | Observation:
|An 'observation' step allows you to fill out a customized infoex observation as part of the workflow.
|-
|class="StepNum" | Report:
|A 'report' step allows you to view a customized infoex report as part of the workflow.
|-
|class="StepNum" | Hazard comment:
|A 'hazard comment' step allows you to create and add a comment about avalanche hazard in narrative form as part of the workflow.
|-
|class="StepNum" | Hazard assessment:
|A 'hazard assessment step allows you to create and add a hazard assessment as part of the workflow.
|-
|}
Executing a workflow involves two main tasks:
*Selecting and initiating the desired workflow
*Saving and sharing the results of a workflow

__NOTOC__
{{Requirements|UserLevel= User|Connectivity=Online and partial offline}}

This document describes how to execute a workflow in the infoEx system.

==Background==

==Step-by-step description==

{|class="TblSteps"
|-
|class="StepNum" | 1.
|login to the infoEx system with any valid user account.
|-
|class="StepNum" | 2.
|if you are enabled in more than one operation you must select an operation on the first screen after logging in.
|-
|class="StepNum" | 3.
|From the 'Workflows' menu select the workflow you want to follow. You may choose either 'start new' or 'view historical'. The rest of this page reviews starting a new instance of a workflow by selecting 'start new'. To view previously completed workflows consult: [[Viewing previously completed workflows]]
|-
|class="StepNum" | 4.
|[[File:WorkflowProgressSteps.png|300px|thumb|right|Fig. 1 Workflow progress]]After selecting 'start new' the workflow will begin with the first step. The list of workflow steps is presented at the top of the workflow screen below the workflow title.
|-
|class="StepNum" | 5.
|[[File:WorkflowProgressControls.png|300px|thumb|right|Fig. 2 Workflow progress controls]]To move between steps use the controls at the top right of the workflow area (see Figure 2).
{{Note|Only the advance arrow will be enabled if the workflow design specified 'steps need to be completed in order' (see [[Creating a workflow template]]).|NoteWithImage}}
|-
|class="StepNum" | 6.
|At any time you can select {{ButtonBlue|Discard & Exit}} from the workflow controls (see Figure 2) this will delete all trace of the workflow execution and no information will be submitted to the infoEx server.
|-
|class="StepNum" | 7.
|At any time you can select {{ButtonBlue|Save & Exit}} from the workflow controls (see Figure 2) this will save a local copy of the workflow execution to date as well as share the saved information between all enabled local computers within an operation. However, no information will be shared with the infoEx server.
|-
|class="StepNum" | 8.
|When the {{ButtonGreyWhite|Submit}} button activates by turning blue {{ButtonBlue|Submit}} you may submit all entered information to the infoEx Server
{{Note|Once information is submitted to the infoEx server it will be deleted from all local computers. You may review previously submitted workflows. See: [[Viewing previously completed workflows]]}}.
|}

==Related documents==
* [[Viewing previously completed workflows]]
* [[Workflow overview]]

==Functionality tested by==
*Nov. 17, 2013: John Kelly / Training / Version 3.1.0
[[Category:Help Files]]
[[Category:Super User]][[Category:Operation Administrator]][[Category:Submission Moderator]][[Category:User]]
[[Category: Offline]]
[[Category:Workflows]][[Category:Version 3.1.0]]

Executing a workflow instance

2013-12-09T00:12:02Z

John: /* Functionality tested by */

__NOTOC__
{{Requirements|UserLevel=All users|Connectivity=Online and offline}}

This document describes how to use a workflow in the infoex system.

==Background==
A workflow links together user-specified tasks into a logical order so that users can repeatedly move through the same steps. The following types of steps are available in workflows:

{|class="TblSteps"
|-
|class="StepNum" | Context:
|A 'context' step provides information about the workflow itself and offers a place to record the following information:
|-
|class="StepNum" | Webpage:
|A 'webpage' step allows the workflow user to view a stored webpage without leaving the application.
|-
|class="StepNum" | Snowpack:
|A 'snowpack' step allows the workflow user to add a snowpack description in narrative form.
|-
|class="StepNum" | Observation:
|An 'observation' step allows you to fill out a customized infoex observation as part of the workflow.
|-
|class="StepNum" | Report:
|A 'report' step allows you to view a customized infoex report as part of the workflow.
|-
|class="StepNum" | Hazard comment:
|A 'hazard comment' step allows you to create and add a comment about avalanche hazard in narrative form as part of the workflow.
|-
|class="StepNum" | Hazard assessment:
|A 'hazard assessment step allows you to create and add a hazard assessment as part of the workflow.
|-
|}
Executing a workflow involves two main tasks:
*Selecting and initiating the desired workflow
*Saving and sharing the results of a workflow

__NOTOC__
{{Requirements|UserLevel= User|Connectivity=Online and partial offline}}

This document describes how to execute a workflow in the infoEx system.

==Background==

==Step-by-step description==

{|class="TblSteps"
|-
|class="StepNum" | 1.
|login to the infoEx system with any valid user account.
|-
|class="StepNum" | 2.
|if you are enabled in more than one operation you must select an operation on the first screen after logging in.
|-
|class="StepNum" | 3.
|From the 'Workflows' menu select the workflow you want to follow. You may choose either 'start new' or 'view historical'. The rest of this page reviews starting a new instance of a workflow by selecting 'start new'. To view previously completed workflows consult: [[Viewing previously completed workflows]]
|-
|class="StepNum" | 4.
|[[File:WorkflowProgressSteps.png|300px|thumb|right|Fig. 1 Workflow progress]]After selecting 'start new' the workflow will begin with the first step. The list of workflow steps is presented at the top of the workflow screen below the workflow title.
|-
|class="StepNum" | 5.
|[[File:WorkflowProgressControls.png|300px|thumb|right|Fig. 2 Workflow progress controls]]To move between steps use the controls at the top right of the workflow area (see Figure 2).
{{Note|Only the advance arrow will be enabled if the workflow design specified 'steps need to be completed in order' (see [[Creating a workflow template]]).|NoteWithImage}}
|-
|class="StepNum" | 6.
|At any time you can select {{ButtonBlue|Discard & Exit}} from the workflow controls (see Figure 2) this will delete all trace of the workflow execution and no information will be submitted to the infoEx server.
|-
|class="StepNum" | 7.
|At any time you can select {{ButtonBlue|Save & Exit}} from the workflow controls (see Figure 2) this will save a local copy of the workflow execution to date as well as share the saved information between all enabled local computers within an operation. However, no information will be shared with the infoEx server.
|-
|class="StepNum" | 8.
|When the {{ButtonGreyWhite|Submit}} button activates by turning blue {{ButtonBlue|Submit}} you may submit all entered information to the infoEx Server
{{Note|Once information is submitted to the infoEx server it will be deleted from all local computers. You may review previously submitted workflows. See: [[Viewing previously completed workflows]]}}.
|}

==Related documents==
* [[Viewing previously completed workflows]]
* [[Workflow overview]]

==Functionality tested by==
*Nov. 17, 2013: John Kelly / Training / Version 3.1.0
[[Category:Help Files]]
[[Category:Super User]][[Category:Operation Administrator]][[Category:Submission Moderator]][[Category:User]]
[[Category: Online and Partial Offline]]
[[Category:Workflows]][[Category:Version 3.1.0]]

Viewing previously completed workflows

2013-12-09T00:09:38Z

John:

__NOTOC__
{{Requirements|UserLevel=All users|Connectivity=Online}}

This document describes how to view previously completed workflows in the infoex system.

==Background==
A workflow links together user-specified tasks into a logical order so that users can repeatedly move through the same steps. Previously completed workflows are stored on the infoEx server and may be retrieved for viewing as long as you are logged in to the infoEx application, have selected an operation (if you are enabled in more than one operation), and are connected online.

==Step By Step Directions==
{|class="TblSteps"
|-
|class="StepNum" | 1.
|[[File:ViewPreviousWorkflow.png|300px|thumb|right|Fig. 1: Select 'View Historical' for the workflow you want to review]] Under the main menu item 'Workflow' select the workflow you want to review. Two options are automatically available; select 'View Historical' (Fig. 1). A summary of the most recent workflow submitted to the infoex server will automatically be loaded
{{Note|Only workflows that were submitted to the infoEx server are available for retrieval. If you elected to {{ButtonBlue | Discard & Exit}} or {{ButtonBlue | Save & Exit}} on completion of the workflow it will not be stored on the infoex server, and cannot be retrieved.|NoteWithImage}}
|-
|class="StepNum" | 2.
|[[File:ScrollPreviousWorkflow.png|300px|thumb|right|Fig. 2: Scroll available workflows]] Scroll backwards and forwards through the available workflows by selecting {{ButtonBlue|Previous}} and {{ButtonBlue | Next}} (Fig. 2).
{{Note| if the {{ButtonGreyWhite|Previous}} or the {{ButtonGreyWhite|Next}} button is greyed out there are no further records in that direction.|NoteWithImage}}
|-
|class="StepNum" | 3.
|[[File:SelectDateWorkflow.png|300px|thumb|right|Fig. 3: Select workflow date from list]]To retrieve a workflow submitted on a specific date click the date drop down icon on the right edge of the date box. (Fig. 3)
|}
==Related documents==
*[[Starting a workflow instance]]
*[[Workflow overview]]

==Functionality tested by==
* Dec 8, 2013: John Kelly / Training / Version 3.1.0
[[Category:Help Files]]
[[Category:Super User]][[Category:Operation Administrator]][[Category:Submission Moderator]][[Category:User]][[Category:Workflows]][[Category:Version 3.1.0]]

Executing a workflow instance

2013-12-09T00:08:52Z

John: /* Step-by-step description */

__NOTOC__
{{Requirements|UserLevel=All users|Connectivity=Online and offline}}

This document describes how to use a workflow in the infoex system.

==Background==
A workflow links together user-specified tasks into a logical order so that users can repeatedly move through the same steps. The following types of steps are available in workflows:

{|class="TblSteps"
|-
|class="StepNum" | Context:
|A 'context' step provides information about the workflow itself and offers a place to record the following information:
|-
|class="StepNum" | Webpage:
|A 'webpage' step allows the workflow user to view a stored webpage without leaving the application.
|-
|class="StepNum" | Snowpack:
|A 'snowpack' step allows the workflow user to add a snowpack description in narrative form.
|-
|class="StepNum" | Observation:
|An 'observation' step allows you to fill out a customized infoex observation as part of the workflow.
|-
|class="StepNum" | Report:
|A 'report' step allows you to view a customized infoex report as part of the workflow.
|-
|class="StepNum" | Hazard comment:
|A 'hazard comment' step allows you to create and add a comment about avalanche hazard in narrative form as part of the workflow.
|-
|class="StepNum" | Hazard assessment:
|A 'hazard assessment step allows you to create and add a hazard assessment as part of the workflow.
|-
|}
Executing a workflow involves two main tasks:
*Selecting and initiating the desired workflow
*Saving and sharing the results of a workflow

__NOTOC__
{{Requirements|UserLevel= User|Connectivity=Online and partial offline}}

This document describes how to execute a workflow in the infoEx system.

==Background==

==Step-by-step description==

{|class="TblSteps"
|-
|class="StepNum" | 1.
|login to the infoEx system with any valid user account.
|-
|class="StepNum" | 2.
|if you are enabled in more than one operation you must select an operation on the first screen after logging in.
|-
|class="StepNum" | 3.
|From the 'Workflows' menu select the workflow you want to follow. You may choose either 'start new' or 'view historical'. The rest of this page reviews starting a new instance of a workflow by selecting 'start new'. To view previously completed workflows consult: [[Viewing previously completed workflows]]
|-
|class="StepNum" | 4.
|[[File:WorkflowProgressSteps.png|300px|thumb|right|Fig. 1 Workflow progress]]After selecting 'start new' the workflow will begin with the first step. The list of workflow steps is presented at the top of the workflow screen below the workflow title.
|-
|class="StepNum" | 5.
|[[File:WorkflowProgressControls.png|300px|thumb|right|Fig. 2 Workflow progress controls]]To move between steps use the controls at the top right of the workflow area (see Figure 2).
{{Note|Only the advance arrow will be enabled if the workflow design specified 'steps need to be completed in order' (see [[Creating a workflow template]]).|NoteWithImage}}
|-
|class="StepNum" | 6.
|At any time you can select {{ButtonBlue|Discard & Exit}} from the workflow controls (see Figure 2) this will delete all trace of the workflow execution and no information will be submitted to the infoEx server.
|-
|class="StepNum" | 7.
|At any time you can select {{ButtonBlue|Save & Exit}} from the workflow controls (see Figure 2) this will save a local copy of the workflow execution to date as well as share the saved information between all enabled local computers within an operation. However, no information will be shared with the infoEx server.
|-
|class="StepNum" | 8.
|When the {{ButtonGreyWhite|Submit}} button activates by turning blue {{ButtonBlue|Submit}} you may submit all entered information to the infoEx Server
{{Note|Once information is submitted to the infoEx server it will be deleted from all local computers. You may review previously submitted workflows. See: [[Viewing previously completed workflows]]}}.
|}

==Related documents==
* [[Viewing previously completed workflows]]
* [[Workflow overview]]

==Functionality tested by==
* Date: Tester / Server / Application version (e.g., Oct. 23: Pascal Haegeli / QA Server / Test Version 0.28.00)

[[Category:Help Files]]
[[Category:Super User]][[Category:Operation Administrator]][[Category:Submission Moderator]][[Category:User]]
[[Category:Offline]]
[[Category:Administration]][[Category:Locations]][[Category:Observations]][[Category:Workflows]][[Category:Reports]]
[[Category:Software Issues]][[Category:Version 0.31.00]]

Executing a workflow instance

2013-12-09T00:08:24Z

John: /* Related documents */

__NOTOC__
{{Requirements|UserLevel=All users|Connectivity=Online and offline}}

This document describes how to use a workflow in the infoex system.

==Background==
A workflow links together user-specified tasks into a logical order so that users can repeatedly move through the same steps. The following types of steps are available in workflows:

{|class="TblSteps"
|-
|class="StepNum" | Context:
|A 'context' step provides information about the workflow itself and offers a place to record the following information:
|-
|class="StepNum" | Webpage:
|A 'webpage' step allows the workflow user to view a stored webpage without leaving the application.
|-
|class="StepNum" | Snowpack:
|A 'snowpack' step allows the workflow user to add a snowpack description in narrative form.
|-
|class="StepNum" | Observation:
|An 'observation' step allows you to fill out a customized infoex observation as part of the workflow.
|-
|class="StepNum" | Report:
|A 'report' step allows you to view a customized infoex report as part of the workflow.
|-
|class="StepNum" | Hazard comment:
|A 'hazard comment' step allows you to create and add a comment about avalanche hazard in narrative form as part of the workflow.
|-
|class="StepNum" | Hazard assessment:
|A 'hazard assessment step allows you to create and add a hazard assessment as part of the workflow.
|-
|}
Executing a workflow involves two main tasks:
*Selecting and initiating the desired workflow
*Saving and sharing the results of a workflow

__NOTOC__
{{Requirements|UserLevel= User|Connectivity=Online and partial offline}}

This document describes how to execute a workflow in the infoEx system.

==Background==

==Step-by-step description==

{|class="TblSteps"
|-
|class="StepNum" | 1.
|login to the infoEx system with any valid user account.
|-
|class="StepNum" | 2.
|if you are enabled in more than one operation you must select an operation on the first screen after logging in.
|-
|class="StepNum" | 3.
|From the 'Workflows' menu select the workflow you want to follow. You may choose either 'start new' or 'view historical'. The rest of this page reviews starting a new instance of a workflow by selecting 'start new'. To view previously completed workflows consult: [[Viewing previously completed workflows]]
|-
|class="StepNum" | 4.
|[[File:WorkflowProgressSteps.png|300px|thumb|right|Fig. 1 Workflow progress]]After selecting 'start new' the workflow will begin with the first step. The list of workflow steps is presented at the top of the workflow screen below the workflow title.
|-
|class="StepNum" | 5.
|[[File:WorkflowProgressControls.png|300px|thumb|right|Fig. 2 Workflow progress controls]]To move between steps use the controls at the top right of the workflow area (see Figure 2).
{{Note|Only the advance arrow will be enabled if the workflow design specified 'steps need to be completed in order' (see [[Creating a workflow template]]).|NoteWithImage}}
|-
|class="StepNum" | 6.
|At any time you can select {{ButtonBlue|Discard & Exit}} from the workflow controls (see Figure 2) this will delete all trace of the workflow execution and no information will be submitted to the infoEx server.
|-
|class="StepNum" | 7.
|At any time you can select {{ButtonBlue|Save & Exit}} from the workflow controls (see Figure 2) this will save a local copy of the workflow execution to date as well as share the saved information between all enabled local computers within an operation. However, no information will be shared with the infoEx server.
|-
|class="StepNum" | 8.
|When the {{ButtonGreyWhite|Submit}} button activates by turning blue {{ButtonBlue|Submit}} you may submit all entered information to the infoEx Server
{{Note|Once information is submitted to the infoEx server it will be deleted from all local computers. You may review previously submitted workflows. See: [[Viewing previously created workflows]]}}.
|}

==Related documents==
* [[Viewing previously completed workflows]]
* [[Workflow overview]]

==Functionality tested by==
* Date: Tester / Server / Application version (e.g., Oct. 23: Pascal Haegeli / QA Server / Test Version 0.28.00)

[[Category:Help Files]]
[[Category:Super User]][[Category:Operation Administrator]][[Category:Submission Moderator]][[Category:User]]
[[Category:Offline]]
[[Category:Administration]][[Category:Locations]][[Category:Observations]][[Category:Workflows]][[Category:Reports]]
[[Category:Software Issues]][[Category:Version 0.31.00]]

Executing a workflow instance

2013-12-09T00:07:54Z

John: /* Related documents */

__NOTOC__
{{Requirements|UserLevel=All users|Connectivity=Online and offline}}

This document describes how to use a workflow in the infoex system.

==Background==
A workflow links together user-specified tasks into a logical order so that users can repeatedly move through the same steps. The following types of steps are available in workflows:

{|class="TblSteps"
|-
|class="StepNum" | Context:
|A 'context' step provides information about the workflow itself and offers a place to record the following information:
|-
|class="StepNum" | Webpage:
|A 'webpage' step allows the workflow user to view a stored webpage without leaving the application.
|-
|class="StepNum" | Snowpack:
|A 'snowpack' step allows the workflow user to add a snowpack description in narrative form.
|-
|class="StepNum" | Observation:
|An 'observation' step allows you to fill out a customized infoex observation as part of the workflow.
|-
|class="StepNum" | Report:
|A 'report' step allows you to view a customized infoex report as part of the workflow.
|-
|class="StepNum" | Hazard comment:
|A 'hazard comment' step allows you to create and add a comment about avalanche hazard in narrative form as part of the workflow.
|-
|class="StepNum" | Hazard assessment:
|A 'hazard assessment step allows you to create and add a hazard assessment as part of the workflow.
|-
|}
Executing a workflow involves two main tasks:
*Selecting and initiating the desired workflow
*Saving and sharing the results of a workflow

__NOTOC__
{{Requirements|UserLevel= User|Connectivity=Online and partial offline}}

This document describes how to execute a workflow in the infoEx system.

==Background==

==Step-by-step description==

{|class="TblSteps"
|-
|class="StepNum" | 1.
|login to the infoEx system with any valid user account.
|-
|class="StepNum" | 2.
|if you are enabled in more than one operation you must select an operation on the first screen after logging in.
|-
|class="StepNum" | 3.
|From the 'Workflows' menu select the workflow you want to follow. You may choose either 'start new' or 'view historical'. The rest of this page reviews starting a new instance of a workflow by selecting 'start new'. To view previously completed workflows consult: [[Viewing previously completed workflows]]
|-
|class="StepNum" | 4.
|[[File:WorkflowProgressSteps.png|300px|thumb|right|Fig. 1 Workflow progress]]After selecting 'start new' the workflow will begin with the first step. The list of workflow steps is presented at the top of the workflow screen below the workflow title.
|-
|class="StepNum" | 5.
|[[File:WorkflowProgressControls.png|300px|thumb|right|Fig. 2 Workflow progress controls]]To move between steps use the controls at the top right of the workflow area (see Figure 2).
{{Note|Only the advance arrow will be enabled if the workflow design specified 'steps need to be completed in order' (see [[Creating a workflow template]]).|NoteWithImage}}
|-
|class="StepNum" | 6.
|At any time you can select {{ButtonBlue|Discard & Exit}} from the workflow controls (see Figure 2) this will delete all trace of the workflow execution and no information will be submitted to the infoEx server.
|-
|class="StepNum" | 7.
|At any time you can select {{ButtonBlue|Save & Exit}} from the workflow controls (see Figure 2) this will save a local copy of the workflow execution to date as well as share the saved information between all enabled local computers within an operation. However, no information will be shared with the infoEx server.
|-
|class="StepNum" | 8.
|When the {{ButtonGreyWhite|Submit}} button activates by turning blue {{ButtonBlue|Submit}} you may submit all entered information to the infoEx Server
{{Note|Once information is submitted to the infoEx server it will be deleted from all local computers. You may review previously submitted workflows. See: [[Viewing previously created workflows]]}}.
|}

==Related documents==
* [[Viewing Previously Completed Workflows]]
* [[Workflow Overview]]

==Functionality tested by==
* Date: Tester / Server / Application version (e.g., Oct. 23: Pascal Haegeli / QA Server / Test Version 0.28.00)

[[Category:Help Files]]
[[Category:Super User]][[Category:Operation Administrator]][[Category:Submission Moderator]][[Category:User]]
[[Category:Offline]]
[[Category:Administration]][[Category:Locations]][[Category:Observations]][[Category:Workflows]][[Category:Reports]]
[[Category:Software Issues]][[Category:Version 0.31.00]]

Viewing previously completed workflows

2013-12-09T00:01:13Z

John: /* Step By Step Directions */

File:ViewPreviousWorkflow.png

2013-12-09T00:00:21Z

John:

Viewing previously completed workflows

2013-12-08T23:59:59Z

John: /* Step By Step Directions */

__NOTOC__
{{Requirements|UserLevel=All users|Connectivity=Online}}

This document describes how to view previously completed workflows in the infoex system.

==Background==
A workflow links together user-specified tasks into a logical order so that users can repeatedly move through the same steps. Previously completed workflows are stored on the infoEx server and may be retrieved for viewing as long as you are logged in to the infoEx application, have selected an operation (if you are enabled in more than one operation), and are connected online.

==Step By Step Directions==
{|class="TblSteps"
|-
|class="StepNum" | 1.
|[[File:ViewPreviousWorkflow.png|300px|thumb|right|Fig. 1: Select 'View Historical' for the workflow you want to review]] Under the main menu item 'Workflow' select the workflow you want to review. Two options are automatically available; select 'View Historical' (Fig. 1). A summary of the most recent workflow submitted to the infoex server will automatically be loaded
{{Note|Only workflows that were submitted to the infoEx server are available for retrieval. If you elected to {{ButtonBlue | Discard & Exit}} or {{ButtonBlue | Save & Exit}} on completion of the workflow it will not be stored on the infoex server, and cannot be retrieved.|NoteWithImage}}
|-
|class="StepNum" | 2.
|[[File:ScrollPreviousWorkflow.png|300px|thumb|right|Fig. 2: Scroll available workflows]] Scroll backwards and forwards through the available workflows by selecting {{ButtonBlue|Previous}} and {{ButtonBlue | Next}} (Fig. 2).
{{Note| if the {{ButtonGreyWhite|Previous}} or the {{ButtonGreyWhite|Next}} button is greyed out there are no further records in that direction.|NoteWithImage}}
|-
|class="StepNum" | 3.
|[[File:SelectDateWorkflow.png|300px|thumb|right|Fig. 3: Select workflow from list]]To retrieve a workflow submitted on a specific date click the date drop down icon on the right edge of the date box. (Fig. 3)
|}

File:ScrollPreviousWorkflow.png

2013-12-08T23:59:19Z

John:

Viewing previously completed workflows

2013-12-08T23:58:10Z

John:

__NOTOC__
{{Requirements|UserLevel=All users|Connectivity=Online}}

This document describes how to view previously completed workflows in the infoex system.

==Background==
A workflow links together user-specified tasks into a logical order so that users can repeatedly move through the same steps. Previously completed workflows are stored on the infoEx server and may be retrieved for viewing as long as you are logged in to the infoEx application, have selected an operation (if you are enabled in more than one operation), and are connected online.

==Step By Step Directions==
{|class="TblSteps"
|-
|class="StepNum" | 1.
|[[File:ViewPreviousWorkflow|300px|thumb|right|Fig. 1: Select 'View Historical' for the workflow you want to review]] Under the main menu item 'Workflow' select the workflow you want to review. Two options are automatically available; select 'View Historical' (Fig. 1). A summary of the most recent workflow submitted to the infoex server will automatically be loaded
{{Note|Only workflows that were submitted to the infoEx server are available for retrieval. If you elected to {{ButtonBlue | Discard & Exit}} or {{ButtonBlue | Save & Exit}} on completion of the workflow it will not be stored on the infoex server, and cannot be retrieved.|NoteWithImage}}
|-
|class="StepNum" | 2.
|[[File:ScrollPreviousWorkflow.png|300px|thumb|right|Fig. 2: Scroll available workflows]] Scroll backwards and forwards through the available workflows by selecting {{ButtonBlue|Previous}} and {{ButtonBlue | Next}} (Fig. 2).
{{Note| if the {{ButtonGreyWhite|Previous}} or the {{ButtonGreyWhite|Next}} button is greyed out there are no further records in that direction.|NoteWithImage}}
|-
|class="StepNum" | 3.
|[[File:SelectDateWorkflow.png|300px|thumb|right|Fig. 3: Select workflow from list]]To retrieve a workflow submitted on a specific date click the date drop down icon on the right edge of the date box. (Fig. 3)
|}

File:SelectDateWorkflow.png

2013-12-08T23:58:02Z

John:

Customizing observation entry forms

2013-12-05T23:39:58Z

John: /* Related documents */

__NOTOC__
{{Requirements|UserLevel=Required permission level|Connectivity=Online and Offline}}

This page describes how to customize an observation entry form so that you can enter and submit only infoEx observations that are relevant to your operation.

==Background==
Many operations will routinely carry out observations that are a subset of observations permitted under OGRS. The infoEx system permits you to drag and drop all observation fields into a custom data entry area so that they are grouped together in one spot. The positioning of fields can also be adjusted to match the order of your operation's field books, or to match the flow of information in your operation.

The following information assumes you are logged in to the InfoEx application, you have selected an operation (if you have more than one valid operation).
==Step-by-step description==

{|class="TblSteps"
|-
|class="StepNum" | 1.
|[[File:SelectObservationEnter.png|300px|thumb|right|Fig. 1: Select 'Enter and Submit' under 'Observation']] Select 'Enter and Submit' under 'Observations' on the main application menu.
|-
|class="StepNum" | 2.
|[[File:ExpandObservation.png|300px|thumb|right|Fig. 2: Expanding the section for customization]] Select the [[File:ButtonAdd.png]] button to expand the section you want to customize.
|-
|class="StepNum" | 3.
|[[File:ManageFavourite.png|300px|thumb|right|Fig. 3: Enable managing of favourites]] Select 'Manage Favourites' to enable the customization mode of the infoEx application (Fig. 3). {{Note |The application will respond with the message: 'Please Wait, Preparing Form for Customization' and the title 'Manage Favourites' will switch to 'Save Favourites'| NoteWithImage}}
|-
|class="StepNum" | 4.
|[[File:EnlargeSpace.png|300px|thumb|right|Fig. 4: Creating the custom observation space]] Create space to add all the fields that you want to include in your custom observation by positioning the cursor on the line at the bottom of the observation whitespace and dragging it until the desired size is reached (Fig. 4).
{{Note|The size of the custom observation space can be adjusted at any time while you are in customization mode|NoteWithImage}}
|-
|class="StepNum" | 5.
|[[File:ExpandObservationSection.png|300px|thumb|right|Fig. 5: Expanding the Observation Section]] Expand the observation section by selecting the [[File:ButtonAdd.png]] (Fig. 5).
|-
|class="StepNum" | 6.
|[[File:DragObservation.png|300px|thumb|right|Fig. 6: Dragging Observations to the Custom Observation Space]] Position the cursor on the label of the observation you want to move to the Custom Observation Space, and drag it to the desired location (Fig. 6).
{{Note|You can adjust the position of all labels within the Custom Observation Space at any time when you are in customization mode by positioning the cursor on their label and dragging them to the desired location|NoteWithImage}}
|-
|class="StepNum" | 7.
|[[File:SabeObservationTemplate.png|300px|thumb|right|Fig. 7: Saving a Custom Observation Template]] Once you are satisfied with your Custom Observation template you must save the configuration by selecting 'Save Favourites' at the lower right of the Custom Observation Space (Fig. 7).
{{Note|Once saved the custom configuration will always be used for any observation entry of this type (eg. weather observations)|NoteWithImage}}
{{Note|You may record other observations that are not in your custom observation template by expanding the appropriate section and entering the observation|NoteWithImage}}
|-
|}

==Related documents==
* [[Entering and submitting observations overview]]

==Functionality tested by==
* Date: Tester / Server / Application version Dec 4. J Kelly / Training Server / Test Version 3.1.0)

[[Category:Help Files]]
[[Category:Super User]][[Category:Operation Administrator]]
[[Category:Offline]]
[[Category:Observations]]

File:ExpandObservationSection.png

2013-12-05T23:33:17Z

John: John uploaded a new version of "File:ExpandObservationSection.png"

Customizing observation entry forms

2013-12-05T23:32:47Z

John:

__NOTOC__
{{Requirements|UserLevel=Required permission level|Connectivity=Online and Offline}}

This page describes how to customize an observation entry form so that you can enter and submit only infoEx observations that are relevant to your operation.

==Background==
Many operations will routinely carry out observations that are a subset of observations permitted under OGRS. The infoEx system permits you to drag and drop all observation fields into a custom data entry area so that they are grouped together in one spot. The positioning of fields can also be adjusted to match the order of your operation's field books, or to match the flow of information in your operation.

The following information assumes you are logged in to the InfoEx application, you have selected an operation (if you have more than one valid operation).
==Step-by-step description==

{|class="TblSteps"
|-
|class="StepNum" | 1.
|[[File:SelectObservationEnter.png|300px|thumb|right|Fig. 1: Select 'Enter and Submit' under 'Observation']] Select 'Enter and Submit' under 'Observations' on the main application menu.
|-
|class="StepNum" | 2.
|[[File:ExpandObservation.png|300px|thumb|right|Fig. 2: Expanding the section for customization]] Select the [[File:ButtonAdd.png]] button to expand the section you want to customize.
|-
|class="StepNum" | 3.
|[[File:ManageFavourite.png|300px|thumb|right|Fig. 3: Enable managing of favourites]] Select 'Manage Favourites' to enable the customization mode of the infoEx application (Fig. 3). {{Note |The application will respond with the message: 'Please Wait, Preparing Form for Customization' and the title 'Manage Favourites' will switch to 'Save Favourites'| NoteWithImage}}
|-
|class="StepNum" | 4.
|[[File:EnlargeSpace.png|300px|thumb|right|Fig. 4: Creating the custom observation space]] Create space to add all the fields that you want to include in your custom observation by positioning the cursor on the line at the bottom of the observation whitespace and dragging it until the desired size is reached (Fig. 4).
{{Note|The size of the custom observation space can be adjusted at any time while you are in customization mode|NoteWithImage}}
|-
|class="StepNum" | 5.
|[[File:ExpandObservationSection.png|300px|thumb|right|Fig. 5: Expanding the Observation Section]] Expand the observation section by selecting the [[File:ButtonAdd.png]] (Fig. 5).
|-
|class="StepNum" | 6.
|[[File:DragObservation.png|300px|thumb|right|Fig. 6: Dragging Observations to the Custom Observation Space]] Position the cursor on the label of the observation you want to move to the Custom Observation Space, and drag it to the desired location (Fig. 6).
{{Note|You can adjust the position of all labels within the Custom Observation Space at any time when you are in customization mode by positioning the cursor on their label and dragging them to the desired location|NoteWithImage}}
|-
|class="StepNum" | 7.
|[[File:SabeObservationTemplate.png|300px|thumb|right|Fig. 7: Saving a Custom Observation Template]] Once you are satisfied with your Custom Observation template you must save the configuration by selecting 'Save Favourites' at the lower right of the Custom Observation Space (Fig. 7).
{{Note|Once saved the custom configuration will always be used for any observation entry of this type (eg. weather observations)|NoteWithImage}}
{{Note|You may record other observations that are not in your custom observation template by expanding the appropriate section and entering the observation|NoteWithImage}}
|-
|}

==Related documents==
* Link to relate document 1
* Link to relate document 2

==Functionality tested by==
* Date: Tester / Server / Application version Dec 4. J Kelly / Training Server / Test Version 3.1.0)

[[Category:Help Files]]
[[Category:Super User]][[Category:Operation Administrator]]
[[Category:Offline]]
[[Category:Observations]]

File:SabeObservationTemplate.png

2013-12-05T22:57:08Z

John:

Customizing observation entry forms

2013-12-05T22:55:30Z

John:

__NOTOC__
{{Requirements|UserLevel=Required permission level|Connectivity=Online and Offline}}

This page describes how to customize an observation entry form so that you can enter and submit only infoEx observations that are relevant to your operation.

==Background==
Many operations will routinely carry out observations that are a subset of observations permitted under OGRS. The infoEx system permits you to drag and drop all observation fields into a custom data entry area so that they are grouped together in one spot. The positioning of fields can also be adjusted to match the order of your operation's field books, or to match the flow of information in your operation.

[[File:SelectObservationEnter.png|300px|thumb|right|Fig. 1: Select 'Enter and Submit' under 'Observation']]The following information assumes you are logged in to the InfoEx application, you have selected an operation (if you have more than one valid operation), and you have selected 'Enter and Submit' under 'Observations' on the main application menu.

==Step-by-step description==

{|class="TblSteps"
|-
|class="StepNum" | 1.
||[[File:ExpandObservation.png|300px|thumb|right|Fig. 2: Expanding the section for customization]] Select the [[File:ButtonAdd.png]] button to expand the section you want to customize.
|-
|class="StepNum" | 2.
|[[File:ManageFavourite.png|300px|thumb|right|Fig. 3: Enable managing of favourites]] Select 'Manage Favourites' to enable the customization mode of the infoEx application (Fig. 3). {{Note |The application will respond with the message: 'Please Wait, Preparing Form for Customization' and the title 'Manage Favourites' will switch to 'Save Favourites'| NoteWithImage}}
|-
|class="StepNum" | 3.
|[[File:EnlargeSpace.png|300px|thumb|right|Fig. 4: Creating the custom observation space]] Create space to add all the fields that you want to include in your custom observation by positioning the cursor on the line at the bottom of the 'Weather Observation' whitespace and dragging it until the desired size is reached (Fig. 4).
{{Note|The size of the custom observation space can be adjusted at any time while you are in customization mode|NoteWithImage}}
|-
|class="StepNum" | 4.
|[[File:ExpandObservationSection.png|300px|thumb|right|Fig. 5: Expanding the Observation Section]] Expand the observation section by selecting the [[File:ButtonAdd.png]] (Fig. 5).
|-
|class="StepNum" | 5.
|[[File:DragObservation.png|300px|thumb|right|Fig. 6: Dragging Observations to the Custom Observation Space]] Position the cursor on the label of the observation you want to move to the Custom Observation Space, and drag it to the desired location (Fig. 6).
{{Note|You can adjust the position of all labels within the Custom Observation Space at any time when you are in customization mode by positioning the cursor on their label and dragging them to the desired location|NoteWithImage}}
|-
|class="StepNum" | 6.
|[[File:SabeObservationTemplate.png|300px|thumb|right|Fig. 7: Saving a Custom Observation Template]] Once you are satisfied with your Custom Observation template you must save the configuration by selecting 'Save Favourites' at the lower right of the Custom Observation Space (Fig. 7).
{{Note|Once saved the custom configuration will always be used for any observation entry|NoteWithImage}}
{{Note|You may record other observations that are not in your custom observation template by expanding the appropriate section and entering the observation|NoteWithImage}}
|-
|}

==Related documents==
* Link to relate document 1
* Link to relate document 2

==Functionality tested by==
* Date: Tester / Server / Application version Dec 4. J Kelly / Training Server / Test Version 3.1.0)

[[Category:Help Files]]
[[Category:Super User]][[Category:Operation Administrator]]
[[Category:Offline]]
[[Category:Observations]]

Customizing observation entry forms

2013-12-05T22:54:25Z

John:

__NOTOC__
{{Requirements|UserLevel=Required permission level|Connectivity=Online and Offline}}

This page describes how to customize an observation entry form so that you can enter and submit only infoEx observations that are relevant to your operation.

==Background==
Many operations will routinely carry out observations that are a subset of observations permitted under OGRS. The infoEx system permits you to drag and drop all observation fields into a custom data entry area so that they are grouped together in one spot. The positioning of fields can also be adjusted to match the order of your operation's field books, or to match the flow of information in your operation.

[[File:SelectObservationEnter.png|300px|thumb|right|Fig. 1: Select 'Enter and Submit' under 'Observation']]The following information assumes you are logged in to the InfoEx application, you have selected an operation (if you have more than one valid operation), and you have selected 'Enter and Submit' under 'Observations' on the main application menu.

==Step-by-step description==

{|class="TblSteps"
|-
|class="StepNum" | 1.
||[[File:ExpandObservation.png|300px|thumb|right|Fig. 2: Expanding the section for customization]] Select the [[File:ButtonAdd.png]] button to expand the section you want to customize.
|-
|class="StepNum" | 2.
|[[File:ManageFavourite.png|300px|thumb|right|Fig. 3: Enable managing of favourites]] Select 'Manage Favourites' to enable the customization mode of the infoEx application (Fig. 3). {{Note |The application will respond with the message: 'Please Wait, Preparing Form for Customization' and the title 'Manage Favourites' will switch to 'Save Favourites'| NoteWithImage}}
|-
|class="StepNum" | 3.
|[[File:EnlargeSpace.png|300px|thumb|right|Fig. 4: Creating the custom observation space]] Create space to add all the fields that you want to include in your custom observation by positioning the cursor on the line at the bottom of the 'Weather Observation' whitespace and dragging it until the desired size is reached (Fig. 4).
{{Note|The size of the custom observation space can be adjusted at any time while you are in customization mode|NoteWithImage}}
|-
|class="StepNum" | 4.
|[[File:ExpandObservationSection.png|300px|thumb|right|Fig. 5: Expanding the Observation Section]] Expand the observation section by selecting the [[File:ButtonAdd.png]] (Fig. 5).
|-
|class="StepNum" | 5.
|[[File:DragObservation.png|300px|thumb|right|Fig. 6: Dragging Observations to the Custom Observation Space]] Position the cursor on the label of the observation you want to move to the Custom Observation Space, and drag it to the desired location (Fig. 6).
{{Note|You can adjust the position of all labels within the Custom Observation Space at any time when you are in customization mode by positioning the cursor on their label and dragging them to the desired location|NoteWithImage}}
|-
|class="StepNum" | 6.
|[[File:SabeObservationTemplate.png|300px|thumb|right|Fig. 7: Saving a Custom Observation Template]] Once you are satisfied with your Custom Observation template you must save the configuration by selecting 'Save Favourites' at the lower right of the Custom Observation Space (Fig. 7).
{{Note|Once saved the custom configuration will always be used for any observation entry|NoteWithImage}}
{{Note|You may record other observations that are not in your custom observation template by expanding the appropriate section and entering the observation|NoteWithImage}}
|}

==Related documents==
* Link to relate document 1
* Link to relate document 2

==Functionality tested by==
* Date: Tester / Server / Application version Dec 4. J Kelly / Training Server / Test Version 3.1.0)

[[Category:Help Files]]
[[Category:Super User]][[Category:Operation Administrator]]
[[Category:Offline]]
[[Category:Observations]]

Customizing observation entry forms

2013-12-05T22:45:08Z

John: /* Functionality tested by */

__NOTOC__
{{Requirements|UserLevel=Required permission level|Connectivity=Online and Offline}}

This page describes how to customize an observation entry form so that you can enter and submit only infoEx observations that are relevant to your operation.

==Background==
Many operations will routinely carry out observations that are a subset of observations permitted under OGRS. The infoEx system permits you to drag and drop all observation fields into a custom data entry area so that they are grouped together in one spot. The positioning of fields can also be adjusted to match the order of your operation's field books, or to match the flow of information in your operation.

[[File:SelectObservationEnter.png|300px|thumb|right|Fig. 1: Select 'Enter and Submit' under 'Observation']]The following information assumes you are logged in to the InfoEx application, you have selected an operation (if you have more than one valid operation), and you have selected 'Enter and Submit' under 'Observations' on the main application menu.

==Step-by-step description==

{|class="TblSteps"
|-
|class="StepNum" | 1.
||[[File:ExpandObservation.png|300px|thumb|right|Fig. 2: Expanding the section for customization]] Select the [[File:ButtonAdd.png]] button to expand the section you want to customize.
|-
|class="StepNum" | 2.
|[[File:ManageFavourite.png|300px|thumb|right|Fig. 3: Enable managing of favourites]] Select 'Manage Favourites' to enable the customization mode of the infoEx application (Fig. 3). {{Note |The application will respond with the message: 'Please Wait, Preparing Form for Customization' and the title 'Manage Favourites' will switch to 'Save Favourites'| NoteWithImage}}
|-
|class="StepNum" | 3.
|[[File:EnlargeSpace.png|300px|thumb|right|Fig. 4: Creating the custom observation space]] Create space to add all the fields that you want to include in your custom observation by positioning the cursor on the line at the bottom of the 'Weather Observation' whitespace and dragging it until the desired size is reached (Fig. 4).
{{Note|The size of the custom observation space can be adjusted at any time while you are in customization mode|NoteWithImage}}
|-
|class="StepNum" | 4.
|[[File:ExpandObservationSection.png|300px|thumb|right|Fig. 5: Expanding the Observation Section]] Expand the observation section by selecting the [[File:ButtonAdd.png]] (Fig. 5).
|-
|class="StepNum" | 5.
|[[File:DragObservation.png|300px|thumb|right|Fig. 6: Dragging Observations to the Custom Observation Space]] Position the cursor on the label of the observation you want to move to the Custom Observation Space, and drag it to the desired location (Fig. 6).
{{Note|You can adjust the position of all labels within the Custom Observation Space at any time when you are in customization mode by positioning the cursor on their label and dragging them to the desired location|NoteWithImage}}
|}

==Related documents==
* Link to relate document 1
* Link to relate document 2

==Functionality tested by==
* Date: Tester / Server / Application version Dec 4. J Kelly / Training Server / Test Version 3.1.0)

[[Category:Help Files]]
[[Category:Super User]][[Category:Operation Administrator]]
[[Category:Offline]]
[[Category:Observations]]

Customizing observation entry forms

2013-12-05T22:39:55Z

John: /* Step-by-step description */

__NOTOC__
{{Requirements|UserLevel=Required permission level|Connectivity=Online and Offline}}

This page describes how to customize an observation entry form so that you can enter and submit only infoEx observations that are relevant to your operation.

==Background==
Many operations will routinely carry out observations that are a subset of observations permitted under OGRS. The infoEx system permits you to drag and drop all observation fields into a custom data entry area so that they are grouped together in one spot. The positioning of fields can also be adjusted to match the order of your operation's field books, or to match the flow of information in your operation.

[[File:SelectObservationEnter.png|300px|thumb|right|Fig. 1: Select 'Enter and Submit' under 'Observation']]The following information assumes you are logged in to the InfoEx application, you have selected an operation (if you have more than one valid operation), and you have selected 'Enter and Submit' under 'Observations' on the main application menu.

==Step-by-step description==

{|class="TblSteps"
|-
|class="StepNum" | 1.
||[[File:ExpandObservation.png|300px|thumb|right|Fig. 2: Expanding the section for customization]] Select the [[File:ButtonAdd.png]] button to expand the section you want to customize.
|-
|class="StepNum" | 2.
|[[File:ManageFavourite.png|300px|thumb|right|Fig. 3: Enable managing of favourites]] Select 'Manage Favourites' to enable the customization mode of the infoEx application (Fig. 3). {{Note |The application will respond with the message: 'Please Wait, Preparing Form for Customization' and the title 'Manage Favourites' will switch to 'Save Favourites'| NoteWithImage}}
|-
|class="StepNum" | 3.
|[[File:EnlargeSpace.png|300px|thumb|right|Fig. 4: Creating the custom observation space]] Create space to add all the fields that you want to include in your custom observation by positioning the cursor on the line at the bottom of the 'Weather Observation' whitespace and dragging it until the desired size is reached (Fig. 4).
{{Note|The size of the custom observation space can be adjusted at any time while you are in customization mode|NoteWithImage}}
|-
|class="StepNum" | 4.
|[[File:ExpandObservationSection.png|300px|thumb|right|Fig. 5: Expanding the Observation Section]] Expand the observation section by selecting the [[File:ButtonAdd.png]] (Fig. 5).
|-
|class="StepNum" | 5.
|[[File:DragObservation.png|300px|thumb|right|Fig. 6: Dragging Observations to the Custom Observation Space]] Position the cursor on the label of the observation you want to move to the Custom Observation Space, and drag it to the desired location (Fig. 6).
{{Note|You can adjust the position of all labels within the Custom Observation Space at any time when you are in customization mode by positioning the cursor on their label and dragging them to the desired location|NoteWithImage}}
|}

==Related documents==
* Link to relate document 1
* Link to relate document 2

==Functionality tested by==
* Date: Tester / Server / Application version (e.g., Oct. 23: Pascal Haegeli / QA Server / Test Version 0.28.00)

[[Category:Help Files]]
[[Category:Super User]][[Category:Operation Administrator]]
[[Category:Offline]]
[[Category:Observations]]

Customizing observation entry forms

2013-12-05T22:39:27Z

John: /* Step-by-step description */

__NOTOC__
{{Requirements|UserLevel=Required permission level|Connectivity=Online and Offline}}

This page describes how to customize an observation entry form so that you can enter and submit only infoEx observations that are relevant to your operation.

==Background==
Many operations will routinely carry out observations that are a subset of observations permitted under OGRS. The infoEx system permits you to drag and drop all observation fields into a custom data entry area so that they are grouped together in one spot. The positioning of fields can also be adjusted to match the order of your operation's field books, or to match the flow of information in your operation.

[[File:SelectObservationEnter.png|300px|thumb|right|Fig. 1: Select 'Enter and Submit' under 'Observation']]The following information assumes you are logged in to the InfoEx application, you have selected an operation (if you have more than one valid operation), and you have selected 'Enter and Submit' under 'Observations' on the main application menu.

==Step-by-step description==

{|class="TblSteps"
|-
|class="StepNum" | 1.
||[[File:ExpandObservation.png|300px|thumb|right|Fig. 2: Expanding the section for customization]] Select the [[File:ButtonAdd.png]] button to expand the section you want to customize.
|-
|class="StepNum" | 2.
|[[File:ManageFavourite.png|300px|thumb|right|Fig. 3: Enable managing of favourites]] Select 'Manage Favourites' to enable the customization mode of the infoEx application (Fig. 3). {{Note |The application will respond with the message: 'Please Wait, Preparing Form for Customization' and the title 'Manage Favourites' will switch to 'Save Favourites'| NoteWithImage}}
|-
|class="StepNum" | 3.
|[[File:EnlargeSpace.png|300px|thumb|right|Fig. 4: Creating the custom observation space]] Create space to add all the fields that you want to include in your custom observation by positioning the cursor on the line at the bottom of the 'Weather Observation' whitespace and dragging it until the desired size is reached (Fig. 4).
{{Note|The size of the custom observation space can be adjusted at any time while you are in customization mode|NoteWithImage}}
|-
|class="StepNum" | 4.
|[[File:ExpandObservationSection.png|300px|thumb|right|Fig. 5: Expanding the Observation Section]] Expand the observation section by selecting the [[File:ButtonAdd.png]]6(Fig. 5).
|-
|class="StepNum" | 5.
|[[File:DragObservation.png|300px|thumb|right|Fig. 6: Dragging Observations to the Custom Observation Space]] Position the cursor on the label of the observation you want to move to the Custom Observation Space, and drag it to the desired location (Fig. 6).
{{Note|You can adjust the position of all labels within the Custom Observation Space at any time when you are in customization mode by positioning the cursor on their label and dragging them to the desired location|NoteWithImage}}
|}

==Related documents==
* Link to relate document 1
* Link to relate document 2

==Functionality tested by==
* Date: Tester / Server / Application version (e.g., Oct. 23: Pascal Haegeli / QA Server / Test Version 0.28.00)

[[Category:Help Files]]
[[Category:Super User]][[Category:Operation Administrator]]
[[Category:Offline]]
[[Category:Observations]]

File:DragObservation.png

2013-12-05T22:36:36Z

John:

File:ExpandObservationSection.png

2013-12-05T22:36:07Z

John:

Customizing observation entry forms

2013-12-05T22:35:37Z

John: /* Step-by-step description */

__NOTOC__
{{Requirements|UserLevel=Required permission level|Connectivity=Online and Offline}}

This page describes how to customize an observation entry form so that you can enter and submit only infoEx observations that are relevant to your operation.

==Background==
Many operations will routinely carry out observations that are a subset of observations permitted under OGRS. The infoEx system permits you to drag and drop all observation fields into a custom data entry area so that they are grouped together in one spot. The positioning of fields can also be adjusted to match the order of your operation's field books, or to match the flow of information in your operation.

[[File:SelectObservationEnter.png|300px|thumb|right|Fig. 1: Select 'Enter and Submit' under 'Observation']]The following information assumes you are logged in to the InfoEx application, you have selected an operation (if you have more than one valid operation), and you have selected 'Enter and Submit' under 'Observations' on the main application menu.

==Step-by-step description==

{|class="TblSteps"
|-
|class="StepNum" | 1.
||[[File:ExpandObservation.png|300px|thumb|right|Fig. 2: Expanding the section for customization]] Select the [[File:ButtonAdd.png]] button to expand the section you want to customize.
|-
|class="StepNum" | 2.
|[[File:ManageFavourite.png|300px|thumb|right|Fig. 3: Enable managing of favourites]] Select 'Manage Favourites' to enable the customization mode of the infoEx application (Fig. 3). {{Note |The application will respond with the message: 'Please Wait, Preparing Form for Customization' and the title 'Manage Favourites' will switch to 'Save Favourites'| NoteWithImage}}
|-
|class="StepNum" | 3.
|[[File:EnlargeSpace.png|300px|thumb|right|Fig. 4: Creating the custom observation space]] Create space to add all the fields that you want to include in your custom observation by positioning the cursor on the line at the bottom of the 'Weather Observation' whitespace and dragging it until the desired size is reached (Fig. 4).
{{Note|The size of the custom observation space can be adjusted at any time while you are in customization mode|NoteWithImage}}
|-
|class="StepNum" | 4.
|[[File:ExpandObservationSection.png|300px|thumb|right|Fig. 5: Expanding the Observation Section]] Expand the observation section by selecting the [[File:ButtonAdd.png]]6(Fig. 5).
|-
|class="StepNum" | 5.
|[[File:DragObservation.png|300px|thumb|right|Fig. 6: Dragging Observations to the Custom Observation Space]] Position the cursor on the label of the observation you want to move to the Custom Observation Space(Fig. 6).
{{Note|The size of the custom observation space can be adjusted at any time while you are in customization mode|NoteWithImage}}
|}

==Related documents==
* Link to relate document 1
* Link to relate document 2

==Functionality tested by==
* Date: Tester / Server / Application version (e.g., Oct. 23: Pascal Haegeli / QA Server / Test Version 0.28.00)

[[Category:Help Files]]
[[Category:Super User]][[Category:Operation Administrator]]
[[Category:Offline]]
[[Category:Observations]]

Customizing observation entry forms

2013-12-05T22:13:01Z

John: /* Step-by-step description */

Customizing observation entry forms

2013-12-05T22:11:46Z

John: /* Step-by-step description */

File:ExpandObservation.png

2013-12-05T22:07:48Z

John:

File:ManageFavourite.png

2013-12-05T22:05:33Z

John:

File:EnlargeSpace.png

2013-12-05T22:04:22Z

John:

Customizing observation entry forms

2013-12-05T22:03:33Z

John: /* Step-by-step description */

File:SelectObservationEnter.png

2013-12-05T21:22:53Z

John:

Customizing observation entry forms

2013-12-05T21:22:33Z

John: Created page with "__NOTOC__ {{Requirements|UserLevel=Required permission level|Connectivity=Online and Offline}} This page describes how to customize an observation entry form so that you can ..."

Entering and submitting observations overview

2013-12-05T19:06:15Z

John: /* Entering of observation within workflow */

__NOTOC__
{{Requirements|UserLevel=All user levels|Connectivity=Online and offline}}

This document provides an overview about different possibilities for entering observations in the InfoEx system.

==Background==
In the new InfoEx system, the term [[Definitions|observation]] only refers to true observations that were made in the field and pure data is submitted to the InfoEx. Examples are weather observations or avalanche observations. Observations are different from [[Definitions|assessments], which include interpretations of observations, such as a description of the snowpack or a hazard assessment. See [[Difference between observations and assessments]] for a complete description of the difference between observations and assessments. This document describes how to enter observations into the InfoEx system.

The new InfoEx offers much more flexibility for the entry of observations than the previous SnoInfo application. The main new features are:
* Support for observation entry from multiple users on multiple computers
* The integration of observation entry into [[Definitions|workflows]]

==Single versus multiple computer setup==
The support for data entry from multiple computers was implemented to make it easier for larger teams to collaboratively contribute to the InfoEx and to integrate the InfoEx better into the existing operational procedures of such subscribers. However, not all subscribers work in teams that enter observations from multiple computers. Subscribers can select between the following two options for entering and submitting observations:

{|class="TblSteps"
|-
|class="StepNum" | 1.
|[[File:ObsEntrySingleComputer.png|300px|thumb|right|Fig. 1: Flow of observations in the configuration for entry from single computer]]'''Data entry from a single computer and direct submission to the InfoEx'''

This setting results in the following flow of information (Fig. 1):
# All users can enter observations on the single computer.
# Observation moderator submits observations from single computer directly to the InfoEx.
{{Note|This setting is suitable for all operations that enter all of their InfoEx observations and assessment through a single computer. Subscribers with limited internet connectivity are advised to use this setup for their operation.|NoteWithImage}}
|-
|class="StepNum" | 2.
|[[File:ObsEntryMutlipleComputers.png|300px|thumb|right|Fig. 2: Flow of observations in the configuration for entry from multiple computers]] '''Data entry from multiple computers and sharing within the operation before the submission to the InfoEx'''

This setting results in the following flow of information (Fig. 2):
# All users can enter observations on multiple computers.
# All users can submit their observations to the server for sharing within your operation.
# Observation moderator retrieves all of the observations entered by his/her team members and reviews them in detail.
# Observation moderator submits all of observations to the InfoEx.
{{Note|This setting is suitable for all operations that enter their InfoEx observations on multiple computers (e.g., ski area with large patrol teams). Since observations are shared via the server, having a reliable internet connection is a requirement for this configuration.|NoteWithImage}}
|}

===Related documents===
* [[Specifying the operational setting for entering and submitting observations]]
* [[Entering and submitting observations (single computer)]]
* [[Entering and submitting observations (multiple computers)]]

==Entering of observation within workflow==
The workflow functionality of the InfoEx system aims to make the interaction with the InfoEx more organic and to better integrate it with the existing operational procedures of subscribers. See [[Workflow overview]] for more details.

The 'Observation' workflow module allows you to integrate the observation entry and review process directly into a workflow. See Workflow [[Observations module]] for details on the available functionality within workflows.

===Related documents===
* [[Workflow overview]]
* [[Observations module]]

==Functionality tested by==
* n/a

[[Category:Super User]][[Category:Operation Administrator]][[Category:Submission Moderator]][[Category:User]]
[[Category:Offline]][[Category:Observations]]

Entering and submitting observations overview

2013-12-05T19:05:46Z

John: /* Related documents */

__NOTOC__
{{Requirements|UserLevel=All user levels|Connectivity=Online and offline}}

This document provides an overview about different possibilities for entering observations in the InfoEx system.

==Background==
In the new InfoEx system, the term [[Definitions|observation]] only refers to true observations that were made in the field and pure data is submitted to the InfoEx. Examples are weather observations or avalanche observations. Observations are different from [[Definitions|assessments], which include interpretations of observations, such as a description of the snowpack or a hazard assessment. See [[Difference between observations and assessments]] for a complete description of the difference between observations and assessments. This document describes how to enter observations into the InfoEx system.

The new InfoEx offers much more flexibility for the entry of observations than the previous SnoInfo application. The main new features are:
* Support for observation entry from multiple users on multiple computers
* The integration of observation entry into [[Definitions|workflows]]

==Single versus multiple computer setup==
The support for data entry from multiple computers was implemented to make it easier for larger teams to collaboratively contribute to the InfoEx and to integrate the InfoEx better into the existing operational procedures of such subscribers. However, not all subscribers work in teams that enter observations from multiple computers. Subscribers can select between the following two options for entering and submitting observations:

{|class="TblSteps"
|-
|class="StepNum" | 1.
|[[File:ObsEntrySingleComputer.png|300px|thumb|right|Fig. 1: Flow of observations in the configuration for entry from single computer]]'''Data entry from a single computer and direct submission to the InfoEx'''

This setting results in the following flow of information (Fig. 1):
# All users can enter observations on the single computer.
# Observation moderator submits observations from single computer directly to the InfoEx.
{{Note|This setting is suitable for all operations that enter all of their InfoEx observations and assessment through a single computer. Subscribers with limited internet connectivity are advised to use this setup for their operation.|NoteWithImage}}
|-
|class="StepNum" | 2.
|[[File:ObsEntryMutlipleComputers.png|300px|thumb|right|Fig. 2: Flow of observations in the configuration for entry from multiple computers]] '''Data entry from multiple computers and sharing within the operation before the submission to the InfoEx'''

This setting results in the following flow of information (Fig. 2):
# All users can enter observations on multiple computers.
# All users can submit their observations to the server for sharing within your operation.
# Observation moderator retrieves all of the observations entered by his/her team members and reviews them in detail.
# Observation moderator submits all of observations to the InfoEx.
{{Note|This setting is suitable for all operations that enter their InfoEx observations on multiple computers (e.g., ski area with large patrol teams). Since observations are shared via the server, having a reliable internet connection is a requirement for this configuration.|NoteWithImage}}
|}

===Related documents===
* [[Specifying the operational setting for entering and submitting observations]]
* [[Entering and submitting observations (single computer)]]
* [[Entering and submitting observations (multiple computers)]]

==Entering of observation within workflow==
The workflow functionality of the InfoEx system aims to make the interaction with the InfoEx more organic and to better integrate it with the existing operational procedures of subscribers. See [[Workflow overview]] for more details.

The 'Observation' workflow module allows you to integrate the observation entry and review process directly into a workflow. See [[Observations workflow module]] for details on the available functionality within workflows.

===Related documents===
* [[Workflow overview]]
* [[Observations module]]

==Functionality tested by==
* n/a

[[Category:Super User]][[Category:Operation Administrator]][[Category:Submission Moderator]][[Category:User]]
[[Category:Offline]][[Category:Observations]]

Entering and submitting observations (single computer)

2013-12-05T18:59:09Z

John: /* Background */

__NOTOC__
{{Requirements|UserLevel=All user levels with restrictions|Connectivity=Online and Offline}}

This document describes the process for entering and submitting observations with a single computer setup to the InfoEx.

==Background==
The process of entering and submitting observation with a single computer setup has two distinct phases:
# '''Entering observations'''
#* All users of an operation have the permissions to enter observations
#* Observations can be entered without connectivity
# '''Submitting observations to the InfoEx'''
#* Only users with [[Description of user levels|submission moderator]] permissions or higher can submit the observations that have been entered on a computer to the InfoEx
#* Whereas it is possible to click on the submit button while being offline, the actual submission to the InfoEx requires connectivity. In this case submission will occur automatically the next time you connect to the internet.

The following section describes the steps included in both of these phases in detail.

==Step-by-step description==

===Entering observations (all user levels)===
{|class="TblSteps"
|-
|class="StepNum" | 1.
|[[File:ObsMenuSingleSubMod.png|300px|thumb|right|Fig. 1: Observation menu for submission moderator in single computer mode]] Click on the 'OBSERVATION' menu and select 'Enter & Submit' (Fig. 1). All user accounts associated with your operation have the necessary permission level to access this menu item.
|-
|class="StepNum" | 2.
|[[File:ObsTableSingleSubMod.png|300px|thumb|right|Fig. 2: Observation summary table for submission moderator in single computer mode]]This will open an observation overview table that lists all of the supported observation types (Fig. 2). If you are a user with only general user permissions, the {{ButtonBlue|Submit to InfoEx}} will be disabled on this screen.
|-
|class="StepNum" | 3.
|Click on the [[File:ButtonAdd.png]] on the right end of the relevant observation type to open open the relevant observation entry form.
|-
|class="StepNum" | 4.
|[[File:WxObsFilled.png|300px|thumb|right|Fig. 3: Completed weather observation form]] Enter all the information you have collected for your observation. Ensure that you complete all of the required fields, which are highlighted with a red <span style="color:red;">*</span> (Fig. 3).

Click on {{ButtonBlue|Save & Done}} to save the the observation to the local computer.

{{Note|See [[Customizing observation entry forms]] for details on how to customize your observation entry forms|NoteWithImage}}
|-
|class="StepNum" | 5.
|[[File:ObsTableWxSingleUser.png|300px|thumb|right|Fig. 4: Observation overview table for user in single computer setup with a single weather observations]] This will get you back to the observation overview table with the entered observation showing in the appropriate table (Fig. 4).
|-
|class="StepNum" | 6.
|Repeat steps 3 to 5 until you have entered all of your observations.
|-
|class="StepNum" | 7.
|Edit your observations as required.
* Click on [[File:ButtonEdit.png]] at the right end of an existing observation row of a to edit it.
* Click on [[File:ButtonCopy.png]] at the right end of an existing observation row to clone it.
{{Note|This can be a useful tool for entering multiple observations (e.g., avalanche observations) that have similar characteristics. Once you entered the first observation, you can simply clone it. This will open a new observation entry screen prefilled with the values of the previously entered observation. You can then change whatever fields are different and click on {{ButtonBlue|Save & Done}} to save the observation.}}
* Click on [[File:ButtonDelete.png]] at the right end of an existing observation row to delete it.
|}

{{Note|At this point, all the observation that you have entered are stored in the cache of your Google Chrome browser on your local machine. These observations will persist even if you completely close the browser or even turn off your computer completely.|NoteNoImage}}
{{Note|All of these step can be completely regardless whether you are online and offline. See the top right corner of the application for view your online status.}}

===Submitting observations (Submission moderator or higher)===
{|class="TblSteps"
|-
|class="StepNum" | 1.
|Follow the steps described under [[#Entering observations (all user levels)|Entering observations (all user levels)]] to enter observations or edit observation that have been entered on the same computer by other staff members.
|-
|class="StepNum" | 2.
|[[File:ObsTableWxSingleSubMod.png|300px|thumb|right|Fig. 5: Observation overview table for submission moderator in single computer setup with a single weather observations]] To submit all of your observations to the InfoEx, click on {{ButtonBlue|Submit to InfoEx}} in the bottom left corner of the observation overview table (Fig. 5).

You will receive a series of system messages confirming the upload of the observations.

Once the observations have been uploaded, the will be removed from your local cache and disappear from the observation overview tables.

{{Note|Once observations have been submitted to the InfoEx, they cannot be edited or deleted again.|NoteWithImage}}
|-
|class="StepNum" | 3.
|If you are not connected to the Internet (see top right corner for status) when you click on the {{ButtonBlue|Submit to InfoEx}} button, you will get a system message saying that your are currently offline, but that the observations automatically will be submitted as soon as you are online again. The observations will remain in the observation overview screen until they have been uploaded to the server.
|}

==Related documents==
* [[Entering and submitting observations overview]]
* [[Specifying the operational setting for entering and submitting observations]]
* [[Entering and submitting observations (multiple computers)]]

==Functionality tested by==
* Oct. 29: Pascal Haegeli / QA Server / Test Version 0.32.00

[[Category:Super User]][[Category:Operation Administrator]][[Category:Submission Moderator]][[Category:User]][[Category:Offline]][[Category:Observations]][[Category:Software Issues]][[Category:Version 0.32.00]]

Creating a new operation PWL

2013-12-03T19:11:30Z

John:

__NOTOC__
{{Requirements|UserLevel=Operation administrator and higher|Connectivity=Online}}

This document describes how to create an operation PWL in the infoex system.
==Background==
An Operation PWL is a locally defined snowpack layer. The dating, description and name of the PWL is specific to a single operation.

The following information assumes you are logged in to the InfoEx application and you have selected an operation (if you have more than one valid operation).

==Step-by-step description==
{|class="TblSteps"
|-
|class="StepNum" | 1.
|Activate the PWL menu from the main infoEx menu.
|-
|class="StepNum" | 2.
|[[File:CreateOperationPWL.png|300px|thumb|right|Fig. 1: Creating an Operation PWL]]Select 'Operation PWL' beneath 'Pwl' (Fig. 1). The current list of Operation PWLs is displayed.
|-
|class="StepNum" | 3.
|[[File:OperationPWLSetting.png|300px|thumb|right|Fig. 2: Operation PWL settings]]Select [[file:ButtonAdd.png]] beneath the 'Operation PWL' title. This will open a popup window where you can provide the baseline information for your Operation PWL.
|-
|class="StepNum" | 4.
|Provide the following information for your Operation PWL (see Fig. 2)
{|class="TblSteps"
|-
|class="StepNum" | Name:
|Provide a meaningful name for your Operation PWL.
|-
|class="StepNum" | Date:
|Provide the date that your Operation PWL was buried.
|-
|class="StepNum" | Comment:
|Provide a descriptive comment for your Operation PWL, if desired.
|-
|class="StepNum" | Community PWL:
|You may link your Operation PWL to a Community PWL (see: [[Community PWLs]])
{{Note | Linking your Operation PWL to a Community PWL allows you to retain your local definition and description of the PWL while allowing it to be linked with the same PWL observed in other infoEx operations}}
|-
|class="StepNum" | Colour:
|Provide a colour that will identify your PWL in hazard assessments.
|}
|}

==Related documents==
* [[Community PWLs]]
* [[Persistent weak layer overview]]

==Functionality tested by==
* Date: Nov. 30, 2013 / John Kelly / QA Server / Version 3.0.0

[[Category:PWL]]

Documentation overview

2013-12-03T18:46:19Z

John: /* Persistent weak layers */

==System background==
* [[System requirements for use of InfoEx application]]
* [[Description of user levels]]
* [[:Category:Offline | List of supported offline functionalities]]

==Personal administration==

===CAA InfoEx user database===
* [[Signing up for a personal InfoEx account]]
* [[Changing the password of your personal InfoEx account]]
* [[Resetting your password of your personal InfoEx account]]

===Connecting to the InfoEx===
* [[Installing the InfoEx application]]
* [[Updating to the latest version of the InfoEx application]]
* [[Logging into the InfoEx]]

===Personal settings===
* [[Signing up for the daily InfoEx report emails]]

==Operation administration==

===User administration===
* [[Adding users to your operation]]
* [[Changing the permission level of an existing user of your operation]]
* [[Removing a user from your operation]]

===Location administration===
* [[Location catalog overview]]
* [[Location types and symbology]]
* [[Location hierarchy]]
* [[Adding locations to the location catalog]]
**[[Entering the geometry of a location using the available drawing tools]]
**[[Importing the geometry of a location from a KML file]]
* [[Deleting locations from the location catalog]]
* [[Editing locations in the location catalog]]
* [[Changing the hierarchy among your locations]]
* [[Searching for a location in the location catalog]]

===Other operational settings===
* [[Specifying the operational setting for entering and submitting observations]]

===Submission from third-party systems===
* [[Submitting observations to the InfoEx via the CAAML 3.0.3 API]]

==CAA administration==
===Subscriber administration===
* [[Creating a new operation]]
* [[Migrating an operation from the old CAAML-based InfoEx system to the new InfoEx system]]
* [[Specifing the default sort order of operations for the tabular InfoEx report]]
===Submissions from third-party systems===
* [[Providing operators with necessary credentials for submitting to the InfoEx via the CAAML 3.0.3 API]]
* [[Submitting observations to the InfoEx via the CAAML 3.0.3 API]]

==Observations==
* [[Difference between observations and assessments]]
===Observation entry===
* [[Entering and submitting observations overview]]
** [[Specifying the operational setting for entering and submitting observations]]
** [[Entering and submitting observations (single computer)]]
** [[Entering and submitting observations (multiple computers)]]
* [[Providing the exact location of an avalanche or snowpack observation]]

===Customizations===
* [[Customizing observation entry forms]]

==Workflows==
* [[Workflow overview]]
===Workflow administration===
* [[Creating a workflow template]]
* [[Deleting a workflow template]]
* [[Editing a workflow template]]
===Workflow modules===
====Module with data submission====
* [[Context module]]
* [[Observations module]]
* [[Snowpack module]]
* [[Hazard assessment - simple module]]
* [[Hazard assessment - detail module]]

====Modules without data submission====
* [[Webpage module]]
* [[Report module]]

===Using workflows===
* [[Starting a workflow instance]]
* [[Viewing previously completed workflows]]

==Persistent weak layers==
* [[Persistent weak layer overview]]
* [[Operation PWLs]]
* [[Community PWLs]]
* [[Snowpack and PWL module|Snowpack and workflow PWL module]]

==InfoEx reports==
* [[InfoEx report views]]

===Customizing reports===
* Content
** [[Specifying the date or date range of an InfoEx report]]
** [[Restricting the locations included in an InfoEx report]]
** [[Specifying the tables to be included in an InfoEx report]]
** [[Adding or removing columns of individual tables in an InfoEx report]]
** [[Applying filters to individual tables in an InfoEx report]]
* Layout
** [[Specifying the order of the tables in an InfoEx report]]
** [[Grouping of observations within tables]]
** [[Single page view versus individual tabs for tables]]

===Managing report templates===
* [[Saving a report as an InfoEx report template]]
* [[Modifying an existing InfoEx report template]]
* [[Deleting an existing InfoEx report template]]
* [[Signing up for the daily InfoEx report emails]]

==Other==
* [[Definitions]]

==Help Files==
* [[Guide to 'How-to' wiki pages]]
** [[How-to page code template]]
* [[Special:Categories|List of categories]]
* [[MediaWiki:Common.css|Central stylesheet]]

Documentation overview

2013-12-03T18:45:55Z

John: /* Persistent weak layers */

==System background==
* [[System requirements for use of InfoEx application]]
* [[Description of user levels]]
* [[:Category:Offline | List of supported offline functionalities]]

==Personal administration==

===CAA InfoEx user database===
* [[Signing up for a personal InfoEx account]]
* [[Changing the password of your personal InfoEx account]]
* [[Resetting your password of your personal InfoEx account]]

===Connecting to the InfoEx===
* [[Installing the InfoEx application]]
* [[Updating to the latest version of the InfoEx application]]
* [[Logging into the InfoEx]]

===Personal settings===
* [[Signing up for the daily InfoEx report emails]]

==Operation administration==

===User administration===
* [[Adding users to your operation]]
* [[Changing the permission level of an existing user of your operation]]
* [[Removing a user from your operation]]

===Location administration===
* [[Location catalog overview]]
* [[Location types and symbology]]
* [[Location hierarchy]]
* [[Adding locations to the location catalog]]
**[[Entering the geometry of a location using the available drawing tools]]
**[[Importing the geometry of a location from a KML file]]
* [[Deleting locations from the location catalog]]
* [[Editing locations in the location catalog]]
* [[Changing the hierarchy among your locations]]
* [[Searching for a location in the location catalog]]

===Other operational settings===
* [[Specifying the operational setting for entering and submitting observations]]

===Submission from third-party systems===
* [[Submitting observations to the InfoEx via the CAAML 3.0.3 API]]

==CAA administration==
===Subscriber administration===
* [[Creating a new operation]]
* [[Migrating an operation from the old CAAML-based InfoEx system to the new InfoEx system]]
* [[Specifing the default sort order of operations for the tabular InfoEx report]]
===Submissions from third-party systems===
* [[Providing operators with necessary credentials for submitting to the InfoEx via the CAAML 3.0.3 API]]
* [[Submitting observations to the InfoEx via the CAAML 3.0.3 API]]

==Observations==
* [[Difference between observations and assessments]]
===Observation entry===
* [[Entering and submitting observations overview]]
** [[Specifying the operational setting for entering and submitting observations]]
** [[Entering and submitting observations (single computer)]]
** [[Entering and submitting observations (multiple computers)]]
* [[Providing the exact location of an avalanche or snowpack observation]]

===Customizations===
* [[Customizing observation entry forms]]

==Workflows==
* [[Workflow overview]]
===Workflow administration===
* [[Creating a workflow template]]
* [[Deleting a workflow template]]
* [[Editing a workflow template]]
===Workflow modules===
====Module with data submission====
* [[Context module]]
* [[Observations module]]
* [[Snowpack module]]
* [[Hazard assessment - simple module]]
* [[Hazard assessment - detail module]]

====Modules without data submission====
* [[Webpage module]]
* [[Report module]]

===Using workflows===
* [[Starting a workflow instance]]
* [[Viewing previously completed workflows]]

===Persistent weak layers===
* [[Persistent weak layer overview]]
* [[Operation PWLs]]
* [[Community PWLs]]
* [[Snowpack and PWL module|Snowpack and workflow PWL module]]

==InfoEx reports==
* [[InfoEx report views]]

===Customizing reports===
* Content
** [[Specifying the date or date range of an InfoEx report]]
** [[Restricting the locations included in an InfoEx report]]
** [[Specifying the tables to be included in an InfoEx report]]
** [[Adding or removing columns of individual tables in an InfoEx report]]
** [[Applying filters to individual tables in an InfoEx report]]
* Layout
** [[Specifying the order of the tables in an InfoEx report]]
** [[Grouping of observations within tables]]
** [[Single page view versus individual tabs for tables]]

===Managing report templates===
* [[Saving a report as an InfoEx report template]]
* [[Modifying an existing InfoEx report template]]
* [[Deleting an existing InfoEx report template]]
* [[Signing up for the daily InfoEx report emails]]

==Other==
* [[Definitions]]

==Help Files==
* [[Guide to 'How-to' wiki pages]]
** [[How-to page code template]]
* [[Special:Categories|List of categories]]
* [[MediaWiki:Common.css|Central stylesheet]]

Category:PWL

2013-12-03T18:44:37Z

John:

This page lists all of the how-to scripts that relate to Persistent Weak Layers (PWLs).

Category:PWL

2013-12-03T18:44:10Z

John: Created page with "This page lists all of the how-to scripts that relate to workflows."

This page lists all of the how-to scripts that relate to workflows.

Help:Guide to 'How-to' wiki pages

2013-12-03T18:41:12Z

John: /* Categories */

[[Category: Help Files]]

This pages give a short overview of the available templates and functionalities available for writing the help pages.

==General structure of pages==

The general structure of the 'How-to' pages are:
* a introductory sentence stating the purpose of this page
* a floating div with the requirements for the task described in this How-to page
* a background section describing valuable background relating to the task discussed on this How-to page
* a step-by-step description of the task including screen captures
* a section with links to any other relevant wiki pages
* a final section that includes information of when this How-to page was last tested

Note that not all of these sections make sense for every How-to page. Feel free to modify when appropriate.

Visit the [[How-to page template]] to get a copy of the high-level wiki code for these How-to pages.

==Categories==
To make it easier to navigate through the documentation, it is useful to associate individual pages with categories. To add a category to a document, simply add '''<nowiki>[[Category: Name of Category]]</nowiki>''' at the very bottom of the page.

We currently have the following categories:
* General catergories
** [[:Category:Help Files|Help Files]]
* Categories to indicate permission levels
** [[:Category:Super User|Super User]]
** [[:Category:Operation Administrator|Operation Administrator]]
** [[:Category:Observation Moderator|Observation Moderator]]
** [[:Category:User|User]]
* Categories to indicate connectivity requirements
** [[:Category:Offline|Offline]]
** Online (do not use since everything works online)
* Topical categories
** [[:Category:Administration|Administration]]
** [[:Category:Locations|Locations]]
** [[:Category:Observations|Observations]]
** [[:Category:PWL|PWL]]
** [[:Category:Reports|Reports]]
** [[:Category:Workflows|Workflows]]
* Developing categories
** [[:Category:Software Issues|Software Issues]]
** Application version (e.g., [[:Category:Version 0.28.00|Version 0.28.00]])

Feel free to suggest additional categories

==Floating boxes==

===Requirements box===
{{Requirements|UserLevel=Permission level|Connectivity=Required connectivity}}
To specify the requirements for the task discussed on a wiki page use '''<nowiki>{{Requirements|UserLevel=User Level|Connectivity=Required connectivity}}</nowiki>''', which produces a blue box in the right top hand corner of the current section. Use the requirements box on the second line of a How-to page right under the <nowiki>_NOTOC_</nowiki> line.

Use the following enumerations for the permission levels:
* All users
* Observation moderators and higher
* Operation administrator and higher
* Super user only

Use the following enumerations for the connectivity levels:
* Online only
* Online and partial offline
* Online and offline

Edit the template [[Template:Requirements]] to make changes to this floating box.

===Note box===
Note boxes are used to highlight noteworthy aspects of the application that directly relate to the particular step within the step-by-step description of a task. To add a green note box use '''<nowiki>{{Note|Content.}}</nowiki>''' {{Note|Content.}}

Use '''<nowiki>{{Note | Content. | NoteWithImage}}</nowiki>''' to create a note box that nicely fits next to a image on the right hand side.

Edit the template [[Template:Note]] to make changes to this floating box.

===Issue box===
Issue boxes are used to highlight existing bugs that directly relate to the particular step within the step-by-step description of a task. To add a yellow issue box use '''<nowiki>{{Issue | Content. | NoteNoImage | Issue Number | Date}}</nowiki>''', which produces {{Issue|Content.}}

Use '''<nowiki>{{Issue | Content. | IssueWithImage | Issue Number | Date}}</nowiki>''' to create an issue box that nicely fits next to a image on the right hand side.

Edit the template [[Template:Issue]] to make changes to this floating box.

==Images==

===Standard display of screen capture for illustrating a step===
[[File:LockationPickerWithBluePin.png | 300px | thumb | right | Fig. X: Figure Caption]]
Use '''<nowiki>[[File:FileName.png|300px|thumb|right|Fig. X: Figure caption]]</nowiki>''' to refer to to a screen screen capture that illustrates the current step.

Use an descriptive name for the file name of the screen capture (e.g., LocationPickerWithBluePin.png) to simplify the management of these images and make it easier to find unique names.

Insert the wiki code for the image right on the very first line of the section where you would like to have the image. This way it lines up with the top of the first line of text.

To upload and new image, simply add the wiki code to your page, save the page and click on the red link in the figure frame. This will lead you right to the upload page. Once you have uploaded the figure, it will automatically show up the next time you load the wiki page.

===Integrating images of commonly used buttons in text===
The InfoEx application uses a number of standard buttons for adding, editing or deleting. To adds these buttons into your description of the the steps, simply link to the relevant image by including '''<nowiki>[[File:NameOfButton.png]]</nowiki>''' into your text.

The currently supported buttons include:
* '''General admin buttons'''
** Add button [[File:ButtonAdd.png]] (file name: ButtonAdd.png)
** Copy button [[File:ButtonCopy.png]] (file name: ButtonCopy.png)
** Delete button [[File:ButtonDelete.png]] (file name: ButtonDelete.png)
** Edit button [[File:ButtonEdit.png]] (file name: ButtonEdit.png)
** Trash Button [[File:ButtonTrash.png]] (file name ButtonTrash.png)
* '''Report buttons'''
** Settings button [[File:ButtingSettings.png]] (file name: ButtonSettings.png)
* '''Location catalog buttons'''
** Drawing a new point button [[File:ButtonDrawPoint.png]] (file name: ButtonDrawPoint.png)
** Drawing a new line button [[File:ButtonDrawLine.png]] (file name: ButtonDrawLine.png)
** Drawing a new polygon button [[File:ButtonDrawPolygon.png]] (file name: ButtonDrawPolygon)
** Editing an existing shape [[File:ButtonEditShape.png]] (file name: ButtonEditShape.png)
** Exporting location catalog as KML file [[File:ButtonExportKML.png]] (file name: ButtonExportKML.png)
** Loading a KML with location geometries [[File:ButtonLoadKML.png]] (file name: ButtonLoadKML.png)
** Mouse button [[File:ButtonMouse.png]] (file name: ButtonMouse.png)
** Search button [[File:ButtonSearch.png]] (file name: ButtonSearch.png)
** Show layers of location catalog in off position [[File:ButtonShowLayersOff.png]] (file name: ButtonShowLayersOff.png)
** Show layers of location catalog in on position [[File:ButtonShowLayersOn.png]] (file name: ButtonShowLayersOn.png)

==Links==

===Link to CAA user management website===
To add a link to the CAA user management website use '''<nowiki>{{UserAdminURL|OptionalExtension}}</nowiki>''', which produces {{UserAdminURL|OptionalExtension}}.

To only include a link to the trunk URL include '''<nowiki>{{UserAdminURL}}</nowiki>'''.

Edit the template [[Template:UserAdminURL]] to make changes to the URL trunk.

===Link to InfoEx application===
To add a link to the InfoEx application website use '''<nowiki>{{InfoExURL|OptionalExtension}}</nowiki>''', which produces {{InfoExURL|OptionalExtension}}.

To only include a link to the trunk URL include '''<nowiki>{{InfoExURL}}</nowiki>'''.

Edit the template [[Template:InfoExURL]] to make changes to the URL trunk.

===Link to another wiki page===
To add a link to another wiki page, simply type '''<nowiki>[[Name of other wiki page]]</nowiki>'''.

===Link to definitions page===
The wiki includes a [[Definitions]] page that contains short descriptions of terms commonly used in the InfoEx application and the associate help documents. To link to a particular term in the definitions page write '''<nowiki>[[Definitions#Name of anchor on definitions page | Term displayed in text]]</nowiki>'''. For example '''<nowiki>[[Definitions#Assessment|assessments]]</nowiki>''' creates [[Definitions#Assessment|assessments]].

==Lists==
The following code will produce an ordered list.
<nowiki>{|class="TblSteps"</nowiki>
<nowiki>|-</nowiki>
<nowiki>|class="StepNum" | 1.</nowiki>
<nowiki>|Description of first step.</nowiki>
<nowiki>|-</nowiki>
<nowiki>|class="StepNum" | 2.</nowiki>
<nowiki>|Description of second step.</nowiki>
<nowiki>|-</nowiki>
<nowiki>|class="StepNum" | 3.</nowiki>
<nowiki>|...</nowiki>
<nowiki>|}</nowiki>

==Special formatting==

===Text buttons===
To highlight buttons in the descriptions of the individual steps, a number of styles have been created. You can turn any text into a button by formatting it in the following fashion '''<nowiki>{{Button Style | Text of button}}</nowiki>'''. For example, <nowiki>{{ButtonBlue|Blue button}}</nowiki> creates {{ButtonBlue|Blue button}}. Edit the page: [[template:ButtonBlue]] or [[template:ButtonGrey]] to change the appearance of the button.

The currently supported button styles include:
* {{ButtonBlue|Blue button}} (template name ButtonBlue)
* {{ButtonGrey|Grey button}} (template name ButtonGrey)
* {{ButtonGreyWhite|Grey button with white text}} (template name ButtonGreyWhite)

The buttons are created with a wiki template, but their style can be changed in the [[MediaWiki:Common.css|main stylesheet]] of this wiki.

==Other tips==

===Hiding of default table of content===
Add '''<nowiki>_NOTOC_</nowiki>''' at the top of the page to hide the default table of content.

===Help for general formatting===
Visit the general wiki user guide at http://meta.wikimedia.org/wiki/Help:Contents for other help on formatting and general wiki features.

Creating a new operation PWL

2013-12-03T18:36:12Z

John: /* Functionality tested by */

__NOTOC__
{{Requirements|UserLevel=Operation administrator and higher|Connectivity=Online}}

This document describes how to create an operation PWL in the infoex system.
==Background==
An Operation PWL is a locally defined snowpack layer. The dating, description and name of the PWL is specific to a single operation.

The following information assumes you are logged in to the InfoEx application and you have selected an operation (if you have more than one valid operation).

==Step-by-step description==
{|class="TblSteps"
|-
|class="StepNum" | 1.
|Activate the PWL menu from the main infoEx menu.
|-
|class="StepNum" | 2.
|[[File:CreateOperationPWL.png|300px|thumb|right|Fig. 1: Creating an Operation PWL]]Select 'Operation PWL' beneath 'Pwl' (Fig. 1). The current list of Operation PWLs is displayed.
|-
|class="StepNum" | 3.
|[[File:OperationPWLSetting.png|300px|thumb|right|Fig. 2: Operation PWL settings]]Select [[file:ButtonAdd.png]] beneath the 'Operation PWL' title. This will open a popup window where you can provide the baseline information for your Operation PWL.
|-
|class="StepNum" | 4.
|Provide the following information for your Operation PWL (see Fig. 2)
{|class="TblSteps"
|-
|class="StepNum" | Name:
|Provide a meaningful name for your Operation PWL.
|-
|class="StepNum" | Date:
|Provide the date that your Operation PWL was buried.
|-
|class="StepNum" | Comment:
|Provide a descriptive comment for your community PWL, if desired.
|-
|class="StepNum" | Community PWL:
|You may link your Operation PWL to a Community PWL (see: [[Community PWLs]])
{{Note | Linking your Operation PWL to a Community PWL allows you to retain your local definition and description of the PWL while allowing it to be linked with the same PWL observed in other infoEx operations}}
|-
|class="StepNum" | Colour:
|Provide a colour that will identify your PWL in hazard assessments.
|}
|}

==Related documents==
* [[Community PWLs]]
* [[Persistent weak layer overview]]

==Functionality tested by==
* Date: Nov. 30, 2013 / John Kelly / QA Server / Version 3.0.0

[[Category:PWL]]

Creating a new community PWL

2013-12-03T18:35:45Z

John: Created page with "__NOTOC__ {{Requirements|UserLevel=Operation administrator and higher|Connectivity=Online}} This document describes how to create a community PWL in the infoex system. ==Back..."

__NOTOC__
{{Requirements|UserLevel=Operation administrator and higher|Connectivity=Online}}

This document describes how to create a community PWL in the infoex system.
==Background==
A community PWL is a defined snowpack layer that applies to multiple operations. The dating, description and name of the PWL is common to the entire infoEx community.

The following information assumes you are logged in to the InfoEx application and you have selected an operation (if you have more than one valid operation).

==Step-by-step description==
{|class="TblSteps"
|-
|class="StepNum" | 1.
|Activate the PWL menu from the main infoEx menu.
|-
|class="StepNum" | 2.
|[[File:CreateCommunityPWL.png|300px|thumb|right|Fig. 1: Creating a community PWL]]Select 'community PWL' beneath 'Pwl' (Fig. 1). The current list of community PWLs is displayed.
|-
|class="StepNum" | 3.
|[[File:CommunityPWLSetting.png|300px|thumb|right|Fig. 2: Community PWL settings]]Select [[file:ButtonAdd.png]] beneath the 'Community PWL' title. This will open a popup window where you can provide the baseline information for your Community PWL.
|-
|class="StepNum" | 4.
|Provide the following information for your Community PWL (see Fig. 2)
{|class="TblSteps"
|-
|class="StepNum" | Name:
|Provide a meaningful name for your Community PWL.
|-
|class="StepNum" | Date:
|Provide the date that your Community PWL was buried.
|-
|class="StepNum" | Comment:
|Provide a descriptive comment for your Community PWL, if desired.
|-
|class="StepNum" | Operation PWL:
|You may link your Community PWL to all relevant Operation PWLs (see: [[Operation PWLs]])
|-
|class="StepNum" | Colour:
|Provide a colour that will identify your PWL in hazard assessments.
|}
|}

==Related documents==
* [[Operation PWLs]]
* [[Persistent weak layer overview]]

==Functionality tested by==
* Date: Nov. 30, 2013 / John Kelly / QA Server / Version 3.0.0

[[Category:PWL]]

File:CommunityPWLSetting.png

2013-12-03T18:12:44Z

John:

File:CreateCommunityPWL.png

2013-12-03T17:46:43Z

John:

Creating a new operation PWL

2013-12-03T17:31:55Z

John: /* Step-by-step description */

__NOTOC__
{{Requirements|UserLevel=Operation administrator and higher|Connectivity=Online}}

This document describes how to create an operation PWL in the infoex system.
==Background==
An Operation PWL is a locally defined snowpack layer. The dating, description and name of the PWL is specific to a single operation.

The following information assumes you are logged in to the InfoEx application and you have selected an operation (if you have more than one valid operation).

==Step-by-step description==
{|class="TblSteps"
|-
|class="StepNum" | 1.
|Activate the PWL menu from the main infoEx menu.
|-
|class="StepNum" | 2.
|[[File:CreateOperationPWL.png|300px|thumb|right|Fig. 1: Creating an Operation PWL]]Select 'Operation PWL' beneath 'Pwl' (Fig. 1). The current list of Operation PWLs is displayed.
|-
|class="StepNum" | 3.
|[[File:OperationPWLSetting.png|300px|thumb|right|Fig. 2: Operation PWL settings]]Select [[file:ButtonAdd.png]] beneath the 'Operation PWL' title. This will open a popup window where you can provide the baseline information for your Operation PWL.
|-
|class="StepNum" | 4.
|Provide the following information for your Operation PWL (see Fig. 2)
{|class="TblSteps"
|-
|class="StepNum" | Name:
|Provide a meaningful name for your Operation PWL.
|-
|class="StepNum" | Date:
|Provide the date that your Operation PWL was buried.
|-
|class="StepNum" | Comment:
|Provide a descriptive comment for your community PWL, if desired.
|-
|class="StepNum" | Community PWL:
|You may link your Operation PWL to a Community PWL (see: [[Community PWLs]])
{{Note | Linking your Operation PWL to a Community PWL allows you to retain your local definition and description of the PWL while allowing it to be linked with the same PWL observed in other infoEx operations}}
|-
|class="StepNum" | Colour:
|Provide a colour that will identify your PWL in hazard assessments.
|}
|}

==Related documents==
* [[Community PWLs]]
* [[Persistent weak layer overview]]

==Functionality tested by==
* Date: Nov. 30, 2013 / John Kelly / QA Server / Version 3.0.0

[[Category:Workflows]]

Creating a new operation PWL

2013-12-01T00:00:27Z

John:

__NOTOC__
{{Requirements|UserLevel=Operation administrator and higher|Connectivity=Online}}

This document describes how to create an operation PWL in the infoex system.
==Background==
An Operation PWL is a locally defined snowpack layer. The dating, description and name of the PWL is specific to a single operation.

The following information assumes you are logged in to the InfoEx application and you have selected an operation (if you have more than one valid operation).

==Step-by-step description==
{|class="TblSteps"
|-
|class="StepNum" | 1.
|Activate the PWL menu from the main infoEx menu.
|-
|class="StepNum" | 2.
|[[File:CreateOperationPWL.png|300px|thumb|right|Fig. 1: Creating an Operation PWL]]Select Operation PWL (Fig. 1). The current list of Operation PWLs is displayed.
|-
|class="StepNum" | 3.
|[[File:OperationPWLSetting.png|300px|thumb|right|Fig. 2: Operation PWL settings]]Select [[file:ButtonAdd.png]] beneath the 'Operation PWL' title. This will open a popup window where you can provide the baseline information for your Operation PWL.
|-
|class="StepNum" | 4.
|Provide the following information for your Operation PWL (see Fig. 2)
{|class="TblSteps"
|-
|class="StepNum" | Name:
|Provide a meaningful name for your Operation PWL.
|-
|class="StepNum" | Date:
|Provide the date that your Operation PWL was buried.
|-
|class="StepNum" | Comment:
|Provide a descriptive comment for your community PWL, if desired.
|-
|class="StepNum" | Community PWL:
|You may link your Operation PWL to a Community PWL (see: [[Community PWLs]])
{{Note | Linking your Operation PWL to a Community PWL allows you to retain your local definition and description of the PWL while allowing it to be linked with the same PWL observed in other infoEx operations}}
|-
|class="StepNum" | Colour:
|Provide a colour that will identify your PWL in hazard assessments.
|}
|}
==Related documents==
* [[Community PWLs]]
* [[Persistent weak layer overview]]

==Functionality tested by==
* Date: Nov. 30, 2013 / John Kelly / QA Server / Version 3.0.0

[[Category:Workflows]]

Creating a new operation PWL

2013-11-30T23:54:32Z

John: /* Step-by-step description */

__NOTOC__
{{Requirements|UserLevel=Operation administrator and higher|Connectivity=Online}}

This document describes how to create an operation PWL in the infoex system.
==Background==
An Operation PWL is a locally defined snowpack layer. The dating, description and name of the PWL is specific to a single operation.

The following information assumes you are logged in to the InfoEx application and you have selected an operation (if you have more than one valid operation).

==Step-by-step description==
{|class="TblSteps"
|-
|class="StepNum" | 1.
|Activate the PWL menu from the main infoEx menu.
|-
|class="StepNum" | 2.
|[[File:CreateOperationPWL.png|300px|thumb|right|Fig. 1: Creating an Operation PWL]]Select Operation PWL (Fig. 1). The current list of Operation PWLs is displayed.
|-
|class="StepNum" | 3.
|[[File:OperationPWLSetting.png|300px|thumb|right|Fig. 2: Operation PWL settings]]Select [[file:ButtonAdd.png]] beneath the 'Operation PWL' title. This will open a popup window where you can provide the baseline information for your Operation PWL.
|-
|class="StepNum" | 4.
|Provide the following information for your Operation PWL (see Fig. 2)
{|class="TblSteps"
|-
|class="StepNum" | Name:
|Provide a meaningful name for your Operation PWL.
|-
|class="StepNum" | Date:
|Provide the date that your Operation PWL was buried.
|-
|class="StepNum" | Comment:
|Provide a descriptive comment for your community PWL, if desired.
|-
|class="StepNum" | Community PWL:
|You may link your Operation PWL to a Community PWL (see: [[Community PWLs]])
{{Note | Linking your Operation PWL to a Community PWL allows you to retain your local definition and description of the PWL while allowing it to be linked with the same PWL observed in other infoEx operations}}
|-
|class="StepNum" | Colour:
|Provide a colour that will identify your PWL in hazard assessments.
|}
|}

Creating a new operation PWL

2013-11-30T23:37:37Z

John: /* Step-by-step description */

Creating a new operation PWL

2013-11-30T23:35:39Z

John: Created page with "__NOTOC__ {{Requirements|UserLevel=Operation administrator and higher|Connectivity=Online}} This document describes how to create an operation PWL in the infoex system. ==Bac..."