Difference between revisions of "Add Form Elements to the Design Pane"

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All objects on the field report template are considered elements. Elements include, but are not limited to, labels, text fields, tables, option values, lines, text areas, and date selection tools. The following sections describe the procedures for adding elements to the field report template.
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{{Note | ''Date of Information'' and ''Form ID'' are vital for the function of {{IMSMANG}} and should always be filled in. The easiest way to ensure that is to included them as '''required''' fields in all Date Entry Form templates.}}
  
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===How to Add Report Elements===
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There are several fields that should be used across all Data Entry Form templates. These fields are of two different types:
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There are several data elements that can be used across all field report templates. These data elements can be found in the UNCATEGORIZED folder immediately below the Available IMSMA Data Elements folder:
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# metadata about the Data Entry Form
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::*Date of Report – Used to determine whether data in the field report should overwrite the existing data for the item. Data in the field report will overwrite data in field reports that have an older Date of Report.
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# Mine Action information collected.
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::*Report ID – If your site has a method for identifying field reports, you can use this field to enter the report identifier.
 
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::*Reported By – This field can be used to capture information about the person entering the field report.
 
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::*Reported By Position – This field can be used to indicate the position of the person entering the field report.
 
  
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===How to add item attributes===  
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==Data Entry Form Metadata==__NOEDITSECTION__
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After you have specified the page setup for the field report template, you can begin adding item attributes.  
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'''Minimum''' recommended
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To add individual item attributes to the field report:
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* Date of Information – This field is used for how old is the information which is not the same as Data Entry Date. Date of Information is used in the Approve workflow by {{IMSMANG}} when calculation the Summary for an item i.e. to determine whether data in the Data Entry Form should overwrite the existing data for the item. Data in the Data Entry Form will overwrite data in data entry forms that have an older Date of Information.  
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<ol>
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* Form ID – This is the identifier of the Data Entry Form. As Form ID you may use the one calculated by {{IMSMANG}} or use a unique ID from the reporting organisation.  
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<li>Expand the item folder that contains the attribute by double-clicking the folder name in the elements pane.</li>
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'''Optional'''
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<li>Expand the data category that contains the item attribute.</li>
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* Reported by – This field can be used to capture information about the person '''collecting''' the information.  
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<li>Click the name of the attribute you would like to add to the field report.</li>
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* Reported by position – This field can be used to indicate the position of the person collecting the information.
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<li>While holding down the left mouse button, drag the attribute to the form design pane.</li>
 
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<li>When the item attribute’s elements are in the desired position, release the mouse button.</li>
 
  
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{| class="wikitable"
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{{Note| These fields can be found in the top node '''Uncategorised''' in the Data Entry Form Template Designer window's Source Tree pane.}}
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|-
 
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|[[File:Error Message.png|20px|<span title=""></span>]] If you drag an item attribute to the design pane which has previously been added, the following message displays:
 
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::At least one of the components you dragged onto the form already exists. Do you want to create a new entity?
 
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Click the '''Yes''' button if you would like your field report template to capture data for another item record and add the item attribute to the field report template. Otherwise, click the '''No''' button; the item attribute will not be added to the field report template.  
 
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|}
 
  
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The element and its label are placed in the form design pane.
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==Item data==__NOEDITSECTION__
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{| class="wikitable"
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'''Minimum''' recommended data elements on all templates
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|-
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* Item ID,
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| [[File:LightBulb.png|20px|<span title=""></span>]] You can also add all item attributes to the field report by dragging the folder of the item to the design pane. 
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* Status of item (e.g. Open, Completed, Deceased/Alive), Status changed date and Status changed reason,
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|}
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* Item Type (e.g. SHA, Completion Report, Demining Accident),
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<li>Repeat the above steps to add additional item attributes to the field report.</li>
 
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When item attributes are dragged to the design pane, they typically include both a text label and the data entry field. The data entry field and label should be kept together to ensure the integrity of the data. Although you can change the label text, be sure to provide a meaningful label so that it is clear to users what data they should enter in the field.
 
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[[File:Label and Data Entry Field.png|440px|''Label and Data Entry Field'']]
 
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In addition to the text label and data entry field, certain item attributes such as date fields, country structure, and geospatial data will also include an icon. You should keep these elements together to ensure the integrity of the data. If any one of the elements is removed, you should remove all related elements.
 
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[[File:Elements.png|440px|''Figure 152. Elements'']]
 
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As you add and remove item attributes to the form design pane, the Logical Tree pane is updated.
 
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===How to Add Text to the Field Report Template===
 
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The text tool allows you to add text such as a titles, headings, and page numbers to the template.
 
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[[File:Elements.png|440px|''Figure 152. Elements'']]
 
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To add text to the field report template:
 
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<ol>
 
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<li>Expand the Tool Folder.</li>
 
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<li>Click the Text Tool option and while holding down the mouse button, drag the Text Tool to the form design pane.</li>
 
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<li>Release the mouse button when the text is in the desired area of the form design pane.</li>
 
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::You can edit the typeface and font size of the text. For more information, refer to [[HowTo:Change Element Display Properties]] section.
 
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</ol>
 
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===How to Add an Image to the Field Report Template===
 
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The icon tool allows you to add a .jpg or .gif to the report template.
 
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[[File:Image Added with the Icon Tool.png|440px|''Figure 154. Image Added with the Icon Tool'']]
 
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To add an image to the field report template:
 
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<ol>
 
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<li>Expand the ''Tool Folder''.</li>
 
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<li>Under the ''Tool Folder'', click the Icon Tool option.</li>
 
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<li>While holding down the mouse button, drag the Icon Tool to the form design pane.</li>
 
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<li>Click the '''Properties''' button.</li>
 
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::The Component Property Editor window displays.
 
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<li>From the Component Property Editor window, click the '''Choose''' button.</li>
 
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<li>Navigate to the location of the image that you would like to add to the field report template.</li>
 
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<li>From the Open window, select the image file.</li>
 
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<li>Click the '''Open''' button.</li>
 
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<li>Click the '''Submit''' button.</li>
 
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::The image is placed on the field report template.
 
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[[File:Place Editor Window.png|440px|''Figure 123. Place Editor Window'']]
 
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[[File:Place Editor Window.png|440px|''Figure 123. Place Editor Window'']]
 
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[[File:Place Editor Window.png|440px|''Figure 123. Place Editor Window'']]
 
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[[File:Place Editor Window.png|440px|''Figure 123. Place Editor Window'']]
 
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</ol>
 
 
{{NavBox HowTo Data Entry Forms}}
 
{{NavBox HowTo Data Entry Forms}}
  
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[[Category: Maintaining IMSMA]] [[Category: Network Environment]] [[Category: Field Reports]]
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[[Category:NAA]]

Latest revision as of 15:48, 29 May 2017

Note.jpg Date of Information and Form ID are vital for the function of IMSMANG and should always be filled in. The easiest way to ensure that is to included them as required fields in all Date Entry Form templates.

There are several fields that should be used across all Data Entry Form templates. These fields are of two different types:

  1. metadata about the Data Entry Form
  2. Mine Action information collected.

Data Entry Form Metadata

Minimum recommended

  • Date of Information – This field is used for how old is the information which is not the same as Data Entry Date. Date of Information is used in the Approve workflow by IMSMANG when calculation the Summary for an item i.e. to determine whether data in the Data Entry Form should overwrite the existing data for the item. Data in the Data Entry Form will overwrite data in data entry forms that have an older Date of Information.
  • Form ID – This is the identifier of the Data Entry Form. As Form ID you may use the one calculated by IMSMANG or use a unique ID from the reporting organisation.

Optional

  • Reported by – This field can be used to capture information about the person collecting the information.
  • Reported by position – This field can be used to indicate the position of the person collecting the information.
Note.jpg These fields can be found in the top node Uncategorised in the Data Entry Form Template Designer window's Source Tree pane.

Item data

Minimum recommended data elements on all templates

  • Item ID,
  • Status of item (e.g. Open, Completed, Deceased/Alive), Status changed date and Status changed reason,
  • Item Type (e.g. SHA, Completion Report, Demining Accident),
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