Run list module - Revision history

Admin: /* 2) Run list workflow module settings */

2019-11-18T01:24:13Z

‎2) Run list workflow module settings

Admin: /* Layout */

2019-05-27T22:18:22Z

‎Layout

Admin: /* Layout */

2019-05-27T22:16:40Z

‎Layout

Admin: /* Layout */

2019-03-23T22:11:51Z

‎Layout

Admin: /* Layout */

2019-03-23T22:09:10Z

‎Layout

Admin: /* Functionality */

2019-03-23T22:05:20Z

‎Functionality

Admin: /* Settings */

2019-03-23T21:57:39Z

‎Settings

Admin: /* 2) Run list workflow module settings */

2019-03-23T21:55:41Z

‎2) Run list workflow module settings

Admin at 19:00, 10 November 2017

2017-11-10T19:00:22Z

Admin: /* Functionality */

2017-09-02T19:37:46Z

‎Functionality

← Older revision		Revision as of 01:24, 18 November 2019
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	* '''Name'''<br/>Name of the workflow step shown in the header of the workflow. It is recommended that you choose a short name to keep the navigation bar of the workflow as tidy as possible.		* '''Name'''<br/>Name of the workflow step shown in the header of the workflow. It is recommended that you choose a short name to keep the navigation bar of the workflow as tidy as possible.
		+
		+	* '''Enable Distribution List?'''<br/>Select this checkbox on and add email addresses to create a special distribution list for this workflow module only.

	* '''Pre-fill with last status assessment'''<br/>Check this box to have the run lists pre-filled with the last assessment that was previously submitted to the server by default.		* '''Pre-fill with last status assessment'''<br/>Check this box to have the run lists pre-filled with the last assessment that was previously submitted to the server by default.

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 * '''Prefill from field'''<br/>Allows users to fill the ratings for all locations included in the workflow step from the last ratings of a given date.
-* '''Print Blank Runlist'''<br/>Allows a blank run list to be printed for this runlist. This could be printed on paper to be available in the event of a connectivity problem that does not allow the run list to be generated. This should be done ahead of it being needed
+* '''Print Blank Runlist'''<br/>Allows a blank run list to be printed for this runlist. This should be printed on paper to be available in the event of a connectivity problem that does not allow the run list to be generated. This should be done ahead of it being needed but is available from the workflow step in offline mode.
 ==Settings==

← Older revision		Revision as of 22:16, 27 May 2019
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	* '''Prefill from field'''<br/>Allows users to fill the ratings for all locations included in the workflow step from the last ratings of a given date.		* '''Prefill from field'''<br/>Allows users to fill the ratings for all locations included in the workflow step from the last ratings of a given date.
		+
		+	* '''Print Blank Runlist'''<br/>Allows a blank run list to be printed for this runlist. This could be printed on paper to be available in the event of a connectivity problem that does not allow the run list to be generated. This should be done ahead of it being needed

	==Settings==		==Settings==

← Older revision		Revision as of 22:11, 23 March 2019
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	* '''Attach File'''<br/>Provides a way to associate an attachment with a rating for a location. The attachment is available in the report view for the status rating. This is not a way to permanently associate a photo with a location which can only be done using the location catalog.		* '''Attach File'''<br/>Provides a way to associate an attachment with a rating for a location. The attachment is available in the report view for the status rating. This is not a way to permanently associate a photo with a location which can only be done using the location catalog.
		+
		+	* '''Photo'''<br/>Photos for the location can either be displayed on the right side of the screen and/or can be viewed in a separate browser window if the Photos button is used. This is set up in Manage workflow definitions for each run list step.

	In addition, the run list workflow module has the following functionality:		In addition, the run list workflow module has the following functionality:

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 * '''Rating drop down'''<br/>This drop down list all of the available ratings. The locations can either be rated by selecting the desired rating from the drop down manually or by using the keyboard shortcut specified in the [[Specifying the status ratings for the run list module|run list configuration settings]]. Clicking a keyboard shortcut will rate a location and automatically move you to the next location.
-* '''Comment'''<br/>A field for including a short comment regarding the status of the location.
+* '''Comment'''<br/>A field for including a short comment regarding the status of the location. The size of the Comment field can be customized in Manage workflow definitions for each run list step.
 * '''Photos button'''<br/>Provides access to the photos associated with the location. The photos will open up in a separate browser window that can be moved to a second screen. The location photos shown will automatically update as you navigate through the run list.
 * '''History button'''<br/>Provides access to a customized report template. While the generic template does not need to include any location filters, the report only shows observations associated for the specific location when accessed through this button.
 In addition, the run list workflow module has the following functionality:

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 * Accessing photos that are attached to the location
 * Accessing the history of the location via a customized report. Click [[Create a history report template - An example|here]] for an example on how to create a history report template.
 * Submitting all of your ratings to the InfoEx server as proprietary data.
 * Generating the location ratings as a compact list in PDF format for printing or sending to a mobile device for use in the field.

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 * '''Comments Box Size'''<br/>Grab and drag the bottom right corner of the text box to define the size you want for the Comments Box in the run list.
-* '''View Run Photos in the Same Window?'''<br/>Depending on screen size and other factors there may be blank space on the right side of the screen when you are in the run list workflow step. By checking this box you will have photo's displayed in that blank space. Photos can also or instead be displayed in a separate window which displays the photo for the location you are currently rating.
+* '''View Run Photos in the Same Window?'''<br/>Depending on screen size and other factors there may be blank space on the right side of the screen when you are in the run list workflow step. By checking this box you will have photo's displayed in that blank space. Photos can also, or instead, be displayed in a separate window which automatically displays the photo for the location you are currently rating.
 * '''Group by'''<br/>Select how the locations should be grouped in the run list. The options are:

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 * '''Pre-fill with last status assessment'''<br/>Check this box to have the run lists pre-filled with the last assessment that was previously submitted to the server by default.
-* '''Historic report'''<br/>Select the report template that should be associated with the history button of each location included in the run list. The historic report in the run list will be automatically be filtered by the location of the run.
+* '''Historic report'''<br/>Select the report template that should be associated with the history button of each location included in the run list. The historic report in the run list will automatically be filtered by the location of the run.
 * '''Filter location types'''<br/>Specify the types of locations that should be included in the run list. It is possible to select multiple location types.
 * '''Group by'''<br/>Select how the locations should be grouped in the run list. The options are:

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 __NOTOC__
-{{Requirements|UserLevel=Submission Moderator and higher|Connectivity=Online and partial offline}}
+{{Requirements|UserLevel=Submission Moderator and higher|Connectivity=Online only}}
 {{Note|The run list workflow module is not included in the regular InfoEx subscription fees. An additional subscription is required to use this functionality|NoteWithImage}}
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 '''Required connectivity:'''
 * You need to be online to create a new or edit an existing [[Definitions#WorkflowTemplate|workflow template]].
-* You need to be online to initiate a [[Definitions#WorkflowInstance|workflow instance]] for the fields to be properly prefilled from the last workflow instance with the same location(s). Once the workflow instance has been loaded, you can complete the workflow in an offline mode.
+* You need to be online to complete and submit a [[Definitions#WorkflowInstance|workflow instance]].
 ==Functionality==
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 Any workflow template with a run list module step will automatically have a [[Workflow summary]] step added at the end of the workflow. This summary allows users to review their ratings before they are submitted.
-It is possible to rate the locations in the run list workflow module without internet connectivity, but generating the compact list in PDF format requires an internet connection. The pdf is available after the workflow has been submitted successfully to the InfoEx server. Click on the {{ButtonBlue|Create PDF}} button (Fig. 1) to display the PDF in another browser tab. You may need to enable pop-ups for infoex.avalancheassociation.ca in Chrome for this to work. The PDF can then be printed, or saved for electronic usage. If you have set up an email distribution list for your run list pdf (set up is in Operation Settings under the Cogwheel menu), click on {{ButtonBlue|Email PDF}} button (Fig. 1) to email the PDF to all the email addresses you have currently included in the distribution list.
+Generating the compact list in PDF format requires an internet connection. The pdf is available after the workflow has been submitted successfully to the InfoEx server. Click on the {{ButtonBlue|Create PDF}} button (Fig. 1) to display the PDF in another browser tab. You may need to enable pop-ups for infoex.avalancheassociation.ca in Chrome for this to work. The PDF can then be printed, or saved for electronic usage. If you have set up an email distribution list for your run list pdf (set up is in Operation Settings under the Cogwheel menu), click on {{ButtonBlue|Email PDF}} button (Fig. 1) to email the PDF to all the email addresses you have currently included in the distribution list.
 PDFs can also be created and emailed using the "view historical" option for a previously submitted workflow.