Customizing observation entry forms

REQUIREMENTS
Permission	All user levels
Connectivity	Online and Offline

This page describes how to customize an observation entry form for the specific needs of 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.

Step-by-step description

The observation entry forms can be customized from wherever they were accessed

• Any of the options under the OBSERVATION menu ('Enter & Submit', 'Enter & Share', 'Review & Submit')
• Observation entry screen in workflows

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.

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 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 (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

• Entering and submitting observations overview
  • Specifying the operational setting for entering and submitting observations
  • Entering and submitting observations (single computer)

[1] Click to watch a help video

• • Entering and submitting observations (multiple computers)

[2] Click to watch a help video

• Providing the exact location of an avalanche or snowpack observation

Functionality tested by

• Dec 22: Pascal Haegeli