Home Field Operator: Explorer Edition Getting Started Using Comments

Using Comments

This article applies to versions 4.9 and later of P2 Field Operator: Explorer Edition. For more, see Release History.

Written information can be recorded as either, a more formal Comment with threaded responses, or a Daily Note.

Comments are accessible from all views, and can be attached to routes, locations and entities. Adding a comment opens a reply thread, creating the opportunity for discussion between multiple users.

Daily Notes are added on the Daily Production page of the Location Detail view, and are attached to entities.

A combined list of Comments and Daily Notes can be viewed from the Grid Summary.

This page shows you how to add a new comment, and how to reply to, search, edit or delete existing comments.

Accessing Comments

Comments can be accessed from the Map, Grid Summary and Location Detail. In addition, comments can be added to Forms, Cases and Seals.

Map

The number of comments that can be viewed from the Map view is limited in the configuration.

To view comments for the selected route:

  • Click the Comments icon in the ribbon from Map view.

1     Comments 2     Location Entity

 

1 Comment author
2 Comment
3 Location entity

Click to:

1 Add a new comment
2 Edit a comment
3 Edit a reply
4 Reply to a comment

Grid Summary

Comments and Daily Notes can be viewed from Grid Summary.

Select the Comments  icon in the ribbon to view the comments for the selected routes and locations.

1 Select a route to view its comments.
2 Selected location.
3 List of locations on the route.
4 Select the checkbox to include Daily Notes in the list of comments.
5 Filters
6

Click the Add icon to select the route, location or entity to add a new comment to.
7 Search for comments by entering a keyword in the search box.
8

The list of comments and if selected, daily notes.

Selecting a comment displays the trend and opens the comment to the right of the screen.

Selecting a daily note displays the daily production table, and opens the daily note to the right of the screen.

Note: Categories that are mapped to daily notes in the configuration, will open the daily production table to the right of the screen.
9 A Daily Note

Location Detail

Click the Comments icon in the ribbon to view the comments for the selected location, or the location's entities.

1 Clicking on the comment icon opens a summary of recently added comments for that entity. The number of days of comments that can be viewed is set in the configuration.
2 Selected entity.
3 New comment form for the selected entity.
4 List of comments for the selected entity.
5 Select the summary to see the list of comments for the location.

Forms, Cases and Seals

Select the Commentary tab in a form, case or seal dialog to open the new comment form and display the comments list.

Adding Comments

New comments can be added from the Map via the Quick Reference Card, and from Location Detail and Grid Summary.  In addition, comments can be added to forms, cases and seals.

New comment form:

1 Enter Type new comment here.
2 Delete Click Clear to delete the unsaved comment.
3 Record Date Click to open date picker and select date.
4 Category Click the drop-down arrow to assign a category to the comment.
5 Save Click Post Comment to save the comment.

An example of comment categories:

A saved comment:

1 Author User who posted the comment.
2 Comment Saved comment
3 Date & Time Date and time the comment was added, or edited.
4 Category Category assigned to the comment.
5 Date Record date

Editing Comments

Click on a comment to reply to, edit, or delete the comment.

Note: Users can only edit their own comments.

1 Comment

Select a comment to edit, or delete.

Recent comments and their categories are editable.
2 Reply Select a reply to edit, or delete the threaded comment.
3 New Reply Add a new comment to the thread.

In the Location Detail view you have the added option of hiding the replies to comments.

4 Hide/Show Click on Hide Replies/Show Replies to hide, or display the threaded comments.

5 Actions

Click:

  • Save - Save your changes
  • Delete - Delete the comment

Using Search

Search for comments by entering a keyword in the search box.

The search is performed on the list of comments that have been filtered by the route or location, and a filter setting.

In the example below, all comments for the location Border Line FED 02 for Today, are searched for the term down.

Applying Filters

A filter can be applied to reduce the number of comments displayed.

Select:

  • Today - View all comments from today
  • Yesterday - View all comments from yesterday
  • Last 14 days - View all comments from the last X days, where X is the number of days downloaded to edit, see Set Preferences.
  • The Filter icon to apply conditional filters

Select to open the Comments Feed Filter dialog and set a conditional filter.

Field

The field that the set value is compared to.

Comparison

Logic operators determine how the field value is compared to the set value.

Compare To

The set value the field value is compared to.

Select to configure multiple conditions.

Comparisions that can be selected:

= Equal to defined value.
!= Not equal to defined value.
In In selected set of values.
Not In Not in selected set of values.

Release History

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