Customizing observation entry forms - Revision history

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

2017-11-13T17:22:40Z

‎Step-by-step description

Admin: /* Related documents */

2017-11-13T17:20:03Z

‎Related documents

Admin: /* Background */

2017-09-03T18:03:23Z

‎Background

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

2017-09-03T17:59:08Z

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2017-09-03T17:57:50Z

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2017-09-03T17:57:15Z

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2017-09-03T17:54:05Z

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2017-09-02T22:58:36Z

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Admin at 19:22, 4 December 2015

2015-12-04T19:22:01Z

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

2013-12-23T19:38:56Z

‎Step-by-step description

@@ Line 30: / Line 30: @@
 |-
 |class="StepNum" | 5.
-|[[File:SabeObservationTemplate.png|300px|thumb|right|Fig. 5: Saving a Custom Observation Template]] Once you are satisfied with your custom observation entry form you must save the configuration by clicking on {{TextBlue|Save Favourites}} in the lower right corner of the custom observation entry space (Fig. 5).
+|[[File:SabeObservationTemplate.png|300px|thumb|right|Fig. 5: Saving a Custom Observation Form]] Once you are satisfied with your custom observation entry form you must save the configuration by clicking on {{TextBlue|Save Favourites}} in the lower right corner of the custom observation entry space (Fig. 5).
 |-
 |class="StepNum" | 6.

← Older revision		Revision as of 17:20, 13 November 2017
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	==Related documents==		==Related documents==
		+	* [[Customizing observation entry forms]]
		+	* [[Observation templates]]
	{{PagesObsEntry}}		{{PagesObsEntry}}

@@ Line 5: / Line 5: @@
 ==Background==
-Many operations will routinely carry out observations that are a subset of observations permitted under OGRS. InfoEx 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.
+Many operations will routinely carry out observations that are a subset of observations permitted under OGRS. InfoEx permits you to drag and drop all observation fields into a custom data entry area so that they are grouped together in a form. 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.
 ==Step-by-step description==

@@ Line 34: / Line 34: @@
 |class="StepNum" | 6.
 |The next time you open this observation entry form on this computer, it will be presented to you in the customized form with all of the thematic sections collapsed below.
-{{Note|The customization of observation entry forms is a computer-specific setting. However [[Observation Templates|Observation templates]] can be used to use the same forms on multiple computers. Templates may display differently on computers with different screen sizes.}}
+{{Note|The customization of observation entry forms is a computer-specific setting. However [[Observation Templates|Observation templates]] can be saved to allow use of the same forms on multiple computers. Templates may display differently on computers with different screen sizes.}}
 {{Note|Once the observation entry forms have been customized on a computer, anybody using InfoEx on this computer will see the same customized forms unless a different template is loaded.}}
 |-

@@ Line 34: / Line 34: @@
 |class="StepNum" | 6.
 |The next time you open this observation entry form on this computer, it will be presented to you in the customized form with all of the thematic sections collapsed below.
-{{Note|The customization of observation entry forms is a computer-specific setting. However [[Observation Templates|Observation templates]] can be used to use the same forms on multiple computers. Note that the templates may display differently on computers with different screen sizes.}}
+{{Note|The customization of observation entry forms is a computer-specific setting. However [[Observation Templates|Observation templates]] can be used to use the same forms on multiple computers. Templates may display differently on computers with different screen sizes.}}
 {{Note|Once the observation entry forms have been customized on a computer, anybody using InfoEx on this computer will see the same customized forms unless a different template is loaded.}}
 |-

@@ Line 33: / Line 33: @@
 |-
 |class="StepNum" | 6.
-|Any time you open this observation entry form on this computer, it will be presented to you in the customized form with all of the thematic sections collapsed below.
+|The next time you open this observation entry form on this computer, it will be presented to you in the customized form with all of the thematic sections collapsed below.
-{{Note|The customization of observation entry screen is a computer-specific setting! The customization has to be recreated on each computer you are using to enter observations. The reasoning for this is that you might be using computers with different screen sizes that will require different customizations.}}
+{{Note|The customization of observation entry screen is a computer-specific setting! However Observation Templates can be used to allow templates to be used on multiple computers.The customization has to be recreated on each computer you are using to enter observations. The reasoning for this is that you might be using computers with different screen sizes that will require different customizations.}}
 {{Note|Once the observation entry forms have been customized on a computer, anybody using InfoEx on this computer will see the same customized forms.}}
 |-

@@ Line 5: / Line 5: @@
 ==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.
+Many operations will routinely carry out observations that are a subset of observations permitted under OGRS. InfoEx 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.
 ==Step-by-step description==
-The observation entry forms can be customized from wherever they were accessed
+The observation entry forms can be customized from anywhere they are accessed
 * Any of the options under the OBSERVATION menu ('Enter & Submit', 'Enter & Share', 'Review & Submit')
 * Observation entry screen in workflows
@@ Line 15: / Line 15: @@
 |-
 |class="StepNum" | 1.
-|[[File:ManageFavourite.png|300px|thumb|right|Fig. 1: To enable the customization mode of the InfoEx application, enable managing of favourites]] Click on {{TextBlue|Manage Favourites}} in the bottom right corner of the observation whitespace (Fig. 1). Once you click on the label, the application will respond with the message: 'Please Wait, Preparing Form for Customization' and the {{TextBlue|Manage Favourites}} label will switch to {{TextBlue|Save Favourites}}.
+|[[File:ManageFavourite.png|300px|thumb|right|Fig. 1: To enable the customization mode of InfoEx, enable managing of favourites]] Click on {{TextBlue|Manage Favourites}} in the bottom right corner of the observation whitespace (Fig. 1). Once you click on the label, the application will respond with the message: 'Please Wait, Preparing Form for Customization' and the {{TextBlue|Manage Favourites}} label will switch to {{TextBlue|Save Favourites}}.
 |-
 |class="StepNum" | 2.
@@ Line 22: / Line 22: @@
 |-
 |class="StepNum" | 3.
-|[[File:ExpandObservationSection.png|300px|thumb|right|Fig. 3: Expanding the Observation Section]] The available observation fields are organized in thematic sections. Click on the plus sign '+' to the left of section label to expand the relevant section (Fig. 3).
+|[[File:ExpandObservationSection.png|300px|thumb|right|Fig. 3: Expanding the Observation Section]] The available observation fields are organized in thematic sections. Click on the plus sign '+' to the left of the section label to expand the relevant section (Fig. 3).
 |-
 |class="StepNum" | 4.
@@ Line 35: / Line 35: @@
 |Any time you open this observation entry form on this computer, it will be presented to you in the customized form with all of the thematic sections collapsed below.
 {{Note|The customization of observation entry screen is a computer-specific setting! The customization has to be recreated on each computer you are using to enter observations. The reasoning for this is that you might be using computers with different screen sizes that will require different customizations.}}
-{{Note|Once the observation entry forms have been customized on a computer, anybody using the InfoEx application on this computer will see the same customized forms.}}
+{{Note|Once the observation entry forms have been customized on a computer, anybody using InfoEx on this computer will see the same customized forms.}}
 |-
 |class="StepNum" | 7.
 |Enter your observation into the customized entry form. You can tab from one field to the next as you expect (left to right; top to bottom). You can record observations that are not in your custom observation template by expanding the appropriate section and entering the observation there.
-{{Note|If an entry field is skipped when you tab through the form, it is likely positions slightly lower than the other field in the same row. Slightly adjusting the vertical position of the field should solved the problem. You need to close and reopen the form for the tab order to be recalculated.}}
+{{Note|If an entry field is skipped when you tab through the form, it is likely positioned slightly lower than the other field in the same row. Slightly adjusting the vertical position of the field should solve the problem. You need to close and reopen the form for the tab order to be recalculated.}}
 |}

@@ Line 25: / Line 25: @@
 |-
 |class="StepNum" | 4.
-|[[File:DragObservation.png|300px|thumb|right|Fig. 4: Dragging Observations to the Custom Observation Space]] Position the cursor on the label of the observation field you want to move to the custom observation space, and drag it to the desired location (Fig. 4).
+|[[File:DragObservation.png|300px|thumb|right|Fig. 4: Dragging observation fields to the custom observation entry space]] Position the cursor on the label of the observation field you want to move to the custom observation space, and drag it to the desired location (Fig. 4).
-{{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}}
+{{Note|You can adjust the position of all labels within the custom observation entry 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" | 5.
 |[[File:SabeObservationTemplate.png|300px|thumb|right|Fig. 5: Saving a Custom Observation Template]] Once you are satisfied with your custom observation entry form you must save the configuration by clicking on {{TextBlue|Save Favourites}} in the lower right corner of the custom observation entry space (Fig. 5).
-{{Note|Once saved the custom configuration will always be used for any observation entry of this type (e.g., 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}}
+|class="StepNum" | 6.
-|}
+|Any time you open this observation entry form on this computer, it will be presented to you in the customized form with all of the thematic sections collapsed below.
 {{Note|The customization of observation entry screen is a computer-specific setting! The customization has to be recreated on each computer you are using to enter observations. The reasoning for this is that you might be using computers with different screen sizes that will require different customizations.}}
 {{Note|Once the observation entry forms have been customized on a computer, anybody using the InfoEx application on this computer will see the same customized forms.}}
 ==Related documents==