Map

This article applies to versions 4.12 and later of P2 Field Operator: Explorer Edition. Note, some screenshots on this page may be of earlier versions. For help on earlier versions, see Release History.

Field Operator is a map-based entry, and collaboration tool, designed to optimize field and back office activities.

Field Operator opens in the Map view, with the locations from all preloaded routes displayed in the Information Panel, and as markers on the map.

The Map view highlights what's currently happening at a location.


The Map Explained

1.   Navigation Ribbon

The Ribbon is found at the top left side of each screen. and is the main way to access many of the Field Operator options.

In Map view, the ribbon contains the Locations, Forms, Comments, Cases, Activity, and Trends buttons.

2.   Toolbar

The Toolbar is found at the top right side of each screen.

Use it to access View Mode, Settings, Journey Planner, and Help options.

3.   Information Panel

In the Information Panel, summary information from the last two days is viewable for all of the Navigation Ribbon items.

Only locations on the Selected Route, with data relating to the Active Button, will display in the Information Panel and on the map.

4.   Route Selection The Filter and Sort functions enable you to select, and organize saved routes.

1.   Current Route The name of the route currently displayed on the map, and in the Information Panel.
2.   Location Search Search for a location that is on the selected route.
3.   Location Summary Contains summary information about a location.
4.   Location Name The name of a location.
5.   Your Location Your location displayed on the map.
6.   Location Map Marker

Indicates the position of a location on the map.

Click on the Location Map Marker to open the Quick Reference Card box.

7.   Your Location Coordinates The geographic coordinates of your location.

Location Summary

 A Location Summary contains brief information about a location, and is found in the Map Information Panel.

The contents of the Location Summary reflect the current selection in the Ribbon.

With locations selected in the Ribbon, the Location Summary displays daily production totals.

Clicking in the Location Summary opens the Quick Reference Card.

Read more: Quick Reference Card.

All icons in the Location Summary are clickable in some states.

1.   Location Name All the information in the summary is for this location.
2.   Production Totals Daily production totals for the location.
3.   Severity Indicator

Indicates level of Case severity.

This functionality is available to Route Surveillance users. The list of locations is by default, ordered by Case severity, and this severity is indicated on the map by matching colored icons.

  • Red icons are severity 1
  • Yellow icons are severity 2
  • Blue are severity 3

For users without Route Surveillance, all icons will be blue.

4.   Detail Click on the Detail icon to open the Location Detail view.

5.   Comments

Click on the Comment icon to display the list of comments for the entities at the location.

The number in the circle , is the number of comments there are for the location.

To close the list, click on the Comment icon again, or the up-chevron on the upper right side of the top comment.

The comment icon only displays when there are comments attached to one of the selected location's entities.

6.   Cases

Click on the Case icon to display the list of cases for the location.

The number in the circle , is the number of cases there are for the location.

To close the list, click on the Case icon again, or the up-chevron on the upper right side of the top case. Case functionality is available to Route Surveillance users.

The case icon only displays when there are cases attached to one of the selected location's entities.

7.   Trends

Click on the Trend icon to display the list of trends for the location.

The number in the circle , is the number of trends there are for the location.

To close the list, click on the Trend icon again, or the up-chevron on the upper right side of the top trend. Trend functionality is available to Route Surveillance users.

The trend icon only displays when there are trends attached to one of the selected location's entities.

8.   Distance Indicates the straight line distance between the location and where you are.
9.   Publish

The Publish icons indicate the current synced, or published state of the data. Click on the Record to Publish icon to publish entered readings.

10.   Visit Click on the Location icon to mark the location as:

Visited Today

  Not Visited Today

11.   Planner Click on the Calendar icon to add, or remove the location from Today's Journey.

Planned Today - location is on Today's Journey

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

Release History

  • Map (this release, 4.12):
    • Name change in the Help Center - Location Overview to Quick Reference Card

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