Difference between revisions of "Customizing observation entry forms"

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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. 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.
  
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[[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.
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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).
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==Step-by-step description==
 
==Step-by-step description==
  
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|class="StepNum" | 1.
 
|class="StepNum" | 1.
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||[[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.
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|[[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.
 
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|class="StepNum" | 2.
 
|class="StepNum" | 2.
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|[[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.
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|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}}
 
|[[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}}
 
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|class="StepNum" | 3.
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|class="StepNum" | 4.
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|[[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).  
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|[[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}}
 
{{Note|The size of the custom observation space can be adjusted at any time while you are in customization mode|NoteWithImage}}
 
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|class="StepNum" | 4.
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|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).  
 
|[[File:ExpandObservationSection.png|300px|thumb|right|Fig. 5: Expanding the Observation Section]] Expand the observation section by selecting the [[File:ButtonAdd.png]] (Fig. 5).  
 
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|class="StepNum" | 5.
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|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).  
 
|[[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}}
 
{{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}}
 
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|class="StepNum" | 6.
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|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).  
 
|[[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).  
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{{Note|Once saved the custom configuration will always be used for any observation entry|NoteWithImage}}
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{{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}}
 
{{Note|You may record other observations that are not in your custom observation template by expanding the appropriate section and entering the observation|NoteWithImage}}
 
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Revision as of 15:32, 5 December 2013

REQUIREMENTS
Permission 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

1.
Fig. 1: Select 'Enter and Submit' under 'Observation'
Select 'Enter and Submit' under 'Observations' on the main application menu.
2.
Fig. 2: Expanding the section for customization
Select the ButtonAdd.png button to expand the section you want to customize.
3.
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'
4.
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
5.
Fig. 5: Expanding the Observation Section
Expand the observation section by selecting the ButtonAdd.png (Fig. 5).
6.
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
7.
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)
NOTE You may record other observations that are not in your custom observation template by expanding the appropriate section and entering the observation

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)
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