Ribbons, Toolbars, and Other Buttons

The forms button lists the field data capture forms that are available for each location on the selected route.

In Map view, the most recent day's forms are listed in the information panel.

In Grid Summary view, the list of all forms are displayed by location, with the option to look at all forms for the selected route by today, yesterday, or the last 14 days.

In Location Detail view, forms for each individual entity are displayed when the entity is selected.

Select the comments button to see all the comments on the selected route. Click on the comment to add, edit, or reply, to the comment.

In Map view, the most recent day's comments are listed in the information panel.

In Grid Summary view, the list of all comments are displayed by location, with the option to look at all comments for the selected route by today, yesterday, or the last 14 days.

In Location Detail view, comments for each individual entity are displayed when the entity is selected. The Comments icon displays below the entity name when there are associated comments. 

In Map view, select Cases to the see the list of cases for the day for the planned route. Click on an individual case to view the case in detail, and to update it, in the location summary box.

In Grid Summary view, first select cases and then filter the case list by selecting:

• My Open Cases
• My Completed Cases
• Unassigned Open Cases
• All Open Cases, or
• A location

In Location Detail view, select an entity to see its associated cases. The Cases icon displays below the entity name when there are assigned cases. 

The Cases option is only available to Route Surveillance users.

Select to see all items directly relating to the logged in user.

The Activity option is only available to Route Surveillance users.

Select to see all trends on your route in one place; opens in the Location Summary box.

The Trends option is only available to Route Surveillance users.

Select Seals from the Location Detail view.

Click to access:

• Server Connection
• Preferences
• Route Sequence
• Sync Status

Open the server connection screen to:

• Sign in to your Field Operator environment
• Set download preferences
• Select route information

Contact your company's Field Operator administrator for assistance.

Open the Set Preferences dialog box to select:

• Automatic or manual data sync
• Opening view
• Locations sorting method
• Location summary display position
• Map display options
• Which screen opens when you arrive at a location

Open the Route Sequence screen to sort:

• Locations on a route
• Entities at a location

Open the Sync Status dialog box to:

• Perform a manual sync
• View the sync log
• Start over with new data
• Publish all changes

Select to automatically, or manually sync data. Options are:

• Automatic Sync Mode: Turn on/off the toggle to automatically sync data between your device and your server.
• Manual Sync Mode: Turn on/off the toggle to only sync data between your device and server, when you click Sync Now on the Sync Status screen.

Select which view you see when you open the app. Options are:

• Show the Map view
• Show the Grid Summary view

Select which method the locations are sorted by when you open the app. Options are:

• The last sort order that I had selected
• Distance from my current location
• The Sequence defined on the Route Sequence screen
• Location Name (Alphabetically)
• Priority of Cases at the location

The Location Summary can be displayed at the top, bottom, or top and bottom of Location Detail. Select:

• Show the Location Summary at the Top of the list of entities on the Location Detail page
• Show the Location Summary at the Bottom of the list of entities on the Location Detail page

Set Map options by:

• Selecting Street or Satellite map view
• Dragging the slider to adjust the GeoFence radius
• Turning on/off the toggle to show your current location

Your current location, or what your location is set at, is marked on the map with the Your Location  icon.

Select which screen opens when you arrive at a location. Options are:

• Do Nothing: Field Explorer will not perform any specific functions. When the user opens the app, the screen shown will be the last screen that the user looked at.
• Open the daily production screen: The app automatically opens the data entry screen so the user can immediately start entering data. This is the default behavior.
• Open the first case at the location: The app automatically opens the first case assigned to the user at that location, so the user can immediately start working on their assigned case.

Note: For this feature to work, your device must allow apps to access the device’s location.
iPad and iPhone: In Maps, ensure Precise Location is turned on.
Windows: On Windows laptops, ensure Allow apps to access your location is turned on.

Select:

• OK: Save changes and close the window.
• Cancel: Discard unsaved changes and close the window.

Select:

• Publish All: Publish the data you have entered.
• Close: Close the Sync Status screen.

Sync information for currently uploaded routes:

• Turn on/off the toggles to select which routes to update
• View the routes sync status

The Publish icons indicate the current synced, or published state of the data. Records marked Sync Pending will be automatically uploaded to the server when the device has an internet connection.

The current Publish status is indicated by:

Not Synced Today	Data has not been downloaded for this location today.
Nothing to Publish
Record to Publish	Click on the Record to Publish icon, to publish entered readings. The records will then be marked as Sync Pending.
Sync Pending	Readings have been published, but the file has not yet been uploaded.
Published	Server has received the data, and Field Operator can be left.
Published and Processed	Today's data has been saved to the database by the server.

Visited Today

  Not Visited Today

Planned Today - location is on Today's Journey

  Not Planned Today - location is not on Today's Journey