Difference between revisions of "Run list module"

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'''Required connectivity:'''
 
'''Required connectivity:'''
* You need to be online to create a new or edit an existing [[Definitions#WorkflowTemplate|workflow template]].
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* 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 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 can initiate a [[Definitions#WorkflowInstance|workflow instance]] when you are offline, but none of the fields will be prefilled and you will start with an completely blank copy.
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* You can initiate a [[Definitions#WorkflowInstance|workflow instance]] when you are offline, but none of the fields will be prefilled and you will start with a completely blank copy.
* You need to be online to submit your observations and assessments to the InfoEx at the end of your workflow.
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* You need to be online to submit your workflow.
  
 
==Functionality==
 
==Functionality==
  
The purpose of the run list workflow module is to allow users to efficiently rate the status of locations included in their location catalog on a daily bases. While the primary user group for this module is backcountry skiing operations that complete run lists before heading out into the field, the flexibility of the module configurations also makes it useful for other industry segments, such as highway, railway and work site forecasting.
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The purpose of the run list workflow module is to allow users to efficiently rate the status of locations included in their location catalog on a daily basis. While the primary user group for this module is backcountry skiing operations that complete run lists before heading out into the field, the flexibility of the module configuration also makes it useful for other industry segments, such as ski hill, highway, railway and work site forecasting.
  
 
The '''main functionalities''' of the run list workflow module include:
 
The '''main functionalities''' of the run list workflow module include:
* Creating of customized lists of location to be rated. Click [[#2) Run list workflow module setting|here]] for details on how to customize location lists.
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* Creating of customized lists of locations to be rated. Click [[#2) Run list workflow module setting|here]] for details on how to customize location lists.
 
* Efficiently rating locations using a customized rating scale. Click [[Specifying the status ratings for the run list module|here]] for details on how to configure your rating scale.
 
* Efficiently rating locations using a customized rating scale. Click [[Specifying the status ratings for the run list module|here]] for details on how to configure your rating scale.
 
* Adding short comments to individual locations
 
* Adding short comments to individual locations
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* 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.
 
* 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.
 
* Submitting all of your ratings to the InfoEx server as proprietary data.
* Exporting 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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* Generating the location ratings as a compact list in PDF format for printing or sending to a mobile device for use in the field.  
  
You can only have multiple run list module steps in a workflow template.
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You can have multiple run list module steps in a workflow template.
  
Any workflow template with a run list module step will automatically have a [[Context module]] step added at the beginning of the workflow.
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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.
  
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 observations and assessments before they are submitted to the InfoEx.
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It is possible to code the locations in the run list workflow module without internet connectivity, but generating the compact list in PDF format requires an internet connection.
 
 
It is possible to code the locations in the run list workflow module without internet connectivity.
 
  
 
==Layout==
 
==Layout==
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* '''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.
  
* '''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 move to a second screen. The location photos shown will automatically update as you navigate through the run list.
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* '''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.
 
* '''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.

Revision as of 10:41, 27 March 2017

REQUIREMENTS
Permission Submission Moderator and higher
Connectivity Online and partial offline
NEW 2014/15 This document describes the functionality of the 'run list' workflow module and how to properly configure it for a workflow.
NOTE The run list workflow module is not included in the regular InfoEx subscription fees. An additional subscription is required to use this functionality

Required permissions:

Required connectivity:

  • You need to be online to create a new or edit an existing workflow template.
  • You need to be online to initiate a 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 can initiate a workflow instance when you are offline, but none of the fields will be prefilled and you will start with a completely blank copy.
  • You need to be online to submit your workflow.

Functionality

The purpose of the run list workflow module is to allow users to efficiently rate the status of locations included in their location catalog on a daily basis. While the primary user group for this module is backcountry skiing operations that complete run lists before heading out into the field, the flexibility of the module configuration also makes it useful for other industry segments, such as ski hill, highway, railway and work site forecasting.

The main functionalities of the run list workflow module include:

  • Creating of customized lists of locations to be rated. Click here for details on how to customize location lists.
  • Efficiently rating locations using a customized rating scale. Click here for details on how to configure your rating scale.
  • Adding short comments to individual locations
  • Accessing photos that are attached to the location
  • Accessing the history of the location via a customized report. Click 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.

You can have multiple run list module steps in a workflow template.

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 code the locations in the run list workflow module without internet connectivity, but generating the compact list in PDF format requires an internet connection.

Layout

Fig. 1: Run list workflow module with coded list of runs organized by operating zones.

The center piece of the run list module is a list of locations with the following elements (Fig. 1):

  • Color square
    Shows the color of the rating that has been applied to the location.
  • Label
    The full name of the location as defined in the location catalog.
  • Rating drop down
    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 run list configuration settings. Clicking a keyboard shortcut will rate a location and automatically move you to the next location.
  • Comment
    A field for including a short comment regarding the status of the location.
  • Photos button
    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
    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:

  • Clear All button
    Allows users to clear the rating for all locations included in the workflow step at once.
  • Prefill from field
    Allows users to fill the ratings for all locations included in the workflow step from the last ratings of a given date.

Settings

Fig. 2: Run list workflow module settings

There are two types of settings for the run list module:

1) Run list status configuration

The status configuration for the run list extension is done centrally as part of the operation settings. These settings applies to all run list workflow steps of an operation. See Specifying the status ratings for the run list module for more details on how to specify the status ratings.

2) Run list workflow module setting

The run list workflow module settings are completed each time the run list module is included in a workflow. It has the following settings (Fig. 3):

  • Name
    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.
  • Pre-fill with last status assessment
    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
    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.
  • Filter location types
    Specify the types of locations that should be included in the run list. It is possible to select multiple location types.
  • Group by
    Select how the locations should be grouped in the run list. The options are:
    • no grouping
    • by forecasting area
    • by operating zone
  • Location layout
    This section of the setting is used to specify the run list details such as which locations are included, in which order and how the groupings are organized. The top part of the control with the tabs relates to the grouping of the location. There are the following options:
    • To hide an entire group, click on the check mark on the right of the tab. This will change check mark into an x and the tab will be grayed out.
    • To show a hidden group again, click on the x again.
    • To change the order of the groups, click and hold the handle on the left of the tab (two horizontal dashes) and drag to the desired location within the list.
The bottom section of the control allows you to specify for each grouping which locations should be included and in what order. Click on a tab in the top to specify which group you would like to configure. There are the following options:
  • To hide an individual location, click on the grey bar of the location. A faded bar indicates that the location will not be shown in the run list.
  • To show a hidden location again, click on the faded grey bar of the location.
  • To change the order of the locations, click and hold the handle on the right of the grey bar (two horizontal dashes) and drag the location to the desired location within the list.

Information shared within the InfoEx

All of the information entered in this workflow module is proprietary and none is shared within the InfoEx subscriber community.

Other workflow modules

Functionality tested by

  • Nov. 6, 2014: Pascal Haegeli