Difference between revisions of "Observations module"

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{{Requirements|UserLevel=Operation administrator and higher|Connectivity=Online and partial offline}}
 
{{Requirements|UserLevel=Operation administrator and higher|Connectivity=Online and partial offline}}
  
This document describes the purpose of an 'observations' step in a workflow, and how to set one up.
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This document describes the functionality of the 'observations' workflow module and how to properly configure if for a workflow.
==Background==
 
An 'observations' step provides an opportunity to enter a custom set of observations during the course of the workflow. The observations are submitted to the infoEx server to be shared with subscribers.
 
  
==Details of: The '''observations''' step and the information required to set one up==
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==Functionality==
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Including the observations module in a workflow template allows you to enter new observations, review observations that have been entered and shared by your team prior to starting the workflow during the course of the workflow. All of the entered or reviewed observations are submitted to the InfoEx at the end of the workflow.
  
{|class="TblSteps"
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==Layout==
|-
 
|class="StepNum" | observations:
 
| [[File:ObservationPopup.png|300px|thumb|right|Fig. 4: Workflow 'observations' settings]] An 'observation' step allows you to fill out a customized observation as part of the workflow. The following information is required to set it up:
 
*A box is provided so you can set the name of the observations step.
 
*A list of 'observation types to include' is provided. Select the desired combination of options for the observations you want to make as part of the workflow.
 
*Select the 'time constraint on observations to include'. You can submit all unsubmitted observations for the operation, or limit submission to today's observations only.
 
{{Note|You may wish to limit submissions to today's date if there is a possibility that a saved workflow has stale data from a previous day | NoteWithImage}}
 
  
  
|}
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==Settings==
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[[File:ObservationPopup.png|300px|thumb|right|Fig. 1: Observations workflow module settings]] The observations workflow module has the following settings (Fig. 1):
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* '''Name'''<br/>Name of the workflow step shown in the header of the workflow
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* '''Observation Types to Include'''<br/>Checkboxes that allow you to choose which observation types you would like to include in your observation entry screen. In a morning meeting workflow, for example, you would likely only want weather observations to be included. In an evening meeting you would want to have all observation types included.
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* '''Time constaint on Observations to Include'''<br/>When a workflow is started, all of the previously entered and shared observations that are associated with locations that fall under the hierarchy of the location that has been associated with the workflow will be downloaded to be reviewed during the workflow. This setting allows you to specify whether you want all ubsubmitted observations to be downloaded or only observation of the current day.
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==Related documents==
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{{PagesWorkflowModules}}
  
 
==Functionality tested by==
 
==Functionality tested by==
* Date: Nov. 15, 2013 / John Kelly / QA Server / Version 3.0.0
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* Dec. 24, 2013: Pascal Haegeli
  
[[Category:Workflows]]
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[[Category:Super User]][[Category:Operation Administrator]][[Category:Observations]][[Category:Workflows]][[Category:Version 3.4.0]]

Revision as of 09:15, 25 December 2013

REQUIREMENTS
Permission Operation administrator and higher
Connectivity Online and partial offline

This document describes the functionality of the 'observations' workflow module and how to properly configure if for a workflow.

Functionality

Including the observations module in a workflow template allows you to enter new observations, review observations that have been entered and shared by your team prior to starting the workflow during the course of the workflow. All of the entered or reviewed observations are submitted to the InfoEx at the end of the workflow.

Layout

Settings

Fig. 1: Observations workflow module settings

The observations workflow module has the following settings (Fig. 1):

  • Name
    Name of the workflow step shown in the header of the workflow
  • Observation Types to Include
    Checkboxes that allow you to choose which observation types you would like to include in your observation entry screen. In a morning meeting workflow, for example, you would likely only want weather observations to be included. In an evening meeting you would want to have all observation types included.
  • Time constaint on Observations to Include
    When a workflow is started, all of the previously entered and shared observations that are associated with locations that fall under the hierarchy of the location that has been associated with the workflow will be downloaded to be reviewed during the workflow. This setting allows you to specify whether you want all ubsubmitted observations to be downloaded or only observation of the current day.


Related documents

Template:PagesWorkflowModules

Functionality tested by

  • Dec. 24, 2013: Pascal Haegeli