Difference between revisions of "Summary Window"

From IMSMA Wiki
Jump to: navigation, search
(→‎Exporting a Field Report)
 
(128 intermediate revisions by 6 users not shown)
Line 1: Line 1:
−
__FORCETOC__
 
 
{{TOC right}}
 
{{TOC right}}
−
 
+
{{HowTo's
−
{{note| All users will have permission to view the current view windows
+
| [[Add a Data Entry Form from the Summary Window | Add from Summary Window]]
 +
| [[Update from Summary Window]]
 +
| [[Delete from the Summary Window]]
 +
| [[Unlink Items]]
 +
| [[Location Summary Window | Open the Location Summary Window]]
 +
| [[View Item in Map Pane from Summary Window]]
 +
| [[Manage Data Entry Form Attachments]]
 +
| [[View a Data Entry Form from the Summary Window]]
 +
| [[Using the Tasking Tool in IMSMANG#On an Item's Summary |View Associated Tasks]]
 +
| [[Print an Item from the Summary Window]]
 +
| [[Export a Data Entry Form from the Summary Window]]
 
}}
 
}}
−
The current view windows display the most recent set of attribute data for an item. This includes field reports, geospatial data, associated attachments, and related item records. [[:Image:fig28.png|Figure 28]] illustrates an example of what a current view will display for an item.
+
{{Note | All users have [[Defining Roles, Permissions and Users | permission]] to view Summary windows.}}
−
 
 
−
[[Image:fig28.png|center|500px|''Figure 28. Example of a Current View'']]
 
−
<div align="center">
 
−
''Figure 28. Example of a Current View''
 
−
</div>
 
−
 
 
−
There are several different ways to access the current view windows:
 
−
*Select the icon on the map so that the blue circle displays on the icon. Once the blue circle is displayed on the icon, double-click the icon on the IMSMA Navigation window’s map pane.
 
−
*Double-click the item record’s row from the IMSMA Navigation window’s items pane.
 
−
*Select the icon on the map or the item record’s row from the items pane and click the [[Image:InfoPageIcon.png]] button. From the Identify Selection window, select the item record and click the [[Image:SunglassesIcon.png]] button.
 
−
The attributes displayed in the current view window for each item will vary and are listed in the item-specific sections that follow.
 
−
Most of the buttons for the current view window are located in the top, right corner of the window. In addition to these buttons, the '''Done''' button in the bottom, right corner of the window closes the current view window.
 
−
 
 
−
{| class="wikitable" width="600"
 
−
|-
 
−
| align="center" colspan="2" | '''Table 18. Current View Buttons'''
 
−
|-
 
−
| width="125pt" | '''Button'''
 
−
| width="475pt" | '''Description'''
 
−
|-
 
−
| [[Image:FieldReportIcon.png]] || Lists the field reports that are related to the item.
 
−
|-
 
−
| [[Image:PrinterIcon.png]] || Displays a printable view of the item.
 
−
|-
 
−
| [[Image:ShadesIcon.png]] || Displays the item icon on the map.
 
−
|-
 
−
| [[Image:YellowManIcon.png]] || Displays the location associated with the item. This button is not available from the Location View window.
 
−
|-
 
−
| [[Image:uAIBtn01.png]] || Allows you to remove the link between two or more items.
 
−
|}
 
  
−
==Exporting a Field Report==
+
The '''Summary window''' displays the updated combined data for an item. This includes Data Entry Forms, geospatial data, associated attachments, and related item records.
  
−
<p>To export a field report:</p>
+
There are several different ways to open the Summary windows:
−
<ol>
+
* Double-click the item row from the IMSMA Navigation window’s items pane.  
−
<li>Click the   button.</li>
+
* Select the symbol in the [[Map Pane]] so that a blue circle displays on the symbol. Once the blue circle is displayed on the symbol, double-click the symbol in the Map Pane.
−
:The Field Reports window lists the field reports associated with the item.
+
* Select the symbol in the Map Pane or the item row in the items pane and click the [[Image:InfoPageIcon.png | Identify Selection]] button. From the Identify Selection window, select the item record and click the [[Image:ViewIcon.png | Summary]] button.
−
<li>Select the row associated with the field report that you would like to export.</li>
 
−
<li>Click the   button.</li>
 
−
:The Field Report Export window displays.
 
−
<li>Enter your name in the '''Exported by''' field or leave it blank.</li>
 
−
<li>Click the '''Browse''' button and navigate to the directory where you would like to save the file.</li>
 
−
<li>In the Select window, enter the name of the file in the '''File Name''' field.</li>
 
−
<li>Click the '''Select''' button.</li>
 
−
<li>If you want to export the field report without its attachments, check the '''Exclude Field Report Attachment data''' checkbox.</li>
 
−
<li>In the Field Report Export window, click the '''Export''' button.</li>
 
−
:The Export Complete window displays.
 
−
<li>Click the '''OK''' button.</li>
 
−
</ol>
 
  
−
==Adding a Field Report==
+
The attributes displayed in the Summary window for each item are possible to be [[Summary Templates | customised]]. The Summary windows consists of different areas:
−
==Viewing a Field Report==
+
* Summary window toolbar
 +
* Information area
 +
* Data area
  
−
To view field reports associated with an item:
+
[[Image:SummaryWindow.png|center|600px|''Summary Window'']]
−
<ol>
 
−
<li>Click the [[Image:FieldReportIcon.png]] button.</li>
 
−
:The Field Reports window lists the field reports associated with the item.
 
−
<li>Select the row associated with the field report that you would like to view.</li>
 
−
<li>Click the [[Image:FieldViewIcon.png]] button.</li>
 
−
:The Field Report View window displays a read-only view of the field report.
 
−
</ol>
 
−
 
 
−
==Printing an Item==
 
−
 
 
−
 
 
−
 
 
−
The [[Image:PrinterIcon.png]] button displays a printable view of the item in the Print View window.
 
−
 
 
−
[[Image:fig29.png|center|500px|''Figure 29. Print View Window'']]
 
 
<div align="center">
 
<div align="center">
−
''Figure 29. Print View Window''
+
''Summary Window''
 
</div>
 
</div>
  
−
Across the top of the Print View window is a toolbar that allows you to perform various functions. Table 19 lists the buttons on this toolbar and their descriptions.
+
{{Note | It is a [[Setting User Preferences | User Preference]] if the Location and Country Structure information in the ''Information area'' are '''visible''' or not.}}
  
 
{| class="wikitable" width="600"
 
{| class="wikitable" width="600"
 
|-
 
|-
−
| align="center" colspan="2" | '''Table 19. Print View Window Buttons'''
+
| align="center" colspan="2" | '''Summary Buttons'''
 
|-
 
|-
 
| width="125pt" | '''Button'''
 
| width="125pt" | '''Button'''
 
| width="475pt" | '''Description'''
 
| width="475pt" | '''Description'''
 
|-
 
|-
−
| [[Image:Table19Img01.png]] || Allows you to save a copy of the report to your computer in one of the following formats: .csv, .html, .pdf, .rtf, or .xls.
+
| [[Image:FieldTemplateIcon.png | Add]] || Allows you to [[Add a Data Entry Form from the Summary Window|add a new item]] reconciled to the same Location as the existing item.
 
|-
 
|-
−
| [[Image:Table19Img02.png]] || Prints the report to a printer that you have configured.
+
| [[Image:FieldViewIcon.png | Edit]] || Allows you to [[Update from Summary Window|update the item]].
 
|-
 
|-
−
| [[Image:Table19Img03.png]] || This button is not functional.  
+
| [[Image:EcksButton.png | Delete]] || Allows you to delete the item from {{IMSMANG}}. However, the Data Entry Forms are not physically deleted from the the database, they get status ''deleted'' and are possible to retrieve back later if needed.
 
|-
 
|-
−
| [[Image:Table19Img04.png]] || Displays the first page of the report. Note that this button is not available if the first page of the report is currently displayed.
+
| [[Image:uAIBtn01.png | Unlink]] || Allows you to [[Unlink Items]] two or more items.
 
|-
 
|-
−
| [[Image:Table19Img05.png]] || Displays the previous page of the report. Note that this button is not available if the first page of the report is currently displayed.
+
| [[Image:YellowManIcon.png | Location Summary]] || Allows you to open the Location Summary Window which the item assigned to. This button is not available from the Location Summary window.
 
|-
 
|-
−
| [[Image:Table19Img06.png]] || Displays the next page of the report. Note that this button is not available if the last page of the report is currently displayed.  
+
| [[Image:ShadesIcon.png | View On Map]] || Allows you to [[View Item in Map Pane from Summary Window| view the item ]] in the Map Pane.
 
|-
 
|-
−
| [[Image:Table19Img07.png]] || Displays the last page of the report. Note that this button is not available if the last page of the report is currently displayed.  
+
| [[Image:MFRABtn01.png | Attachments]] || Allows you to [[Manage_Data_Entry_Form_Attachments|manage attached files]] The number of attachments includes the attachments that the item has and linked items have.
 
|-
 
|-
−
| [[Image:Table19Img08.png]] || Allows you to enter the page number that you would like to display. After entering the page number, press the [Enter] key on your keyboard.
+
| [[Image:FieldReportIcon.png | Data Entry Form]] || Lists the [[Data Entry Forms|Data Entry Forms]] that are related to the item. {{New_6.0 | The number of Data Entry Forms is now only reflecting the opened Item.}}
 
|-
 
|-
−
| [[Image:Table19Img09.png]] || Displays the report in the actual size.
+
| [[Image:Task.png | Task]] || Allows you to display a list of [[Using_the_Tasking_Tool_in_IMSMANG|Task(s)]] that the item is linked to as Objective or linked to a Work Item.
 
|-
 
|-
−
| [[Image:Table19Img10.png]] || Displays the entire page of the report.
+
| [[Image:PrinterIcon.png | Print]] || Allows you to display a list of [[Print an Item from the Summary Window| printing templates for the item]].
−
|-
 
−
| [[Image:Table19Img11.png]] || Displays the width of the report.
 
−
|-
 
−
| [[Image:Table19Img12.png]] || Displays the report at a larger scale.
 
−
|-
 
−
| [[Image:Table19Img13.png]] || Displays the report at a smaller scale.
 
−
|-
 
−
| [[Image:Table19Img14.png]] || Displays the report at the selected ratio.
 
 
|}
 
|}
  
−
==Unapproving a Field Report==
+
=== Data area - Geospatial tab===__NOEDITSECTION__
−
==Removing a Field Report==
+
The Geographical data widget which is used in both Data Entry Forms and Summary windows is possible to customise. It is possible to show the coordinates in two different formats:
−
==Customizing the Current View==
+
* latitude/longitude a.k.a. storage format
 +
* the coordinate system and format the user used when entering the data.
 +
 
 +
 
 +
[[Image:SummaryWindow Geo.png|700px|center]]
 +
<div align="center">
 +
'' Example of the '''same''' point entered with 4 different coordinate system''
 +
</div>
 +
 
 +
In this example the user used
 +
* WGS 1984 Decimal degrees for Point 1
 +
* WGS 1984 Degrees minutes seconds for Point 2
 +
* UTM for Point 3
 +
* MRGS for Point 4
 +
* Distance/Bearing for Point 5
 +
 
 +
The X and Y values that the user entered for Point 1 - 3 are shown in the two columns; ''X / Lon'' and ''Y / Lat''.<br/>
 +
When distance/bearing is used the column ''From'' shows from which point they were measured.<br/>
 +
The two columns ''X / Longitude'' and ''Y / Latitude'' shows the calculated latitude/longitude.<br/>
 +
 
 +
When {{IMSMANG}} shows the items in the Map pane the calculated latitude/longitude are used.
 +
 
 +
{{Note | When to use the different Point Types is described [[Point Types | '''here''']].}}
 +
{{NavBox HowTo Viewing and Browsing}}
 +
 
 +
[[Category:NAA]]

Latest revision as of 18:53, 20 July 2019

How To
Note.jpg All users have permission to view Summary windows.

The Summary window displays the updated combined data for an item. This includes Data Entry Forms, geospatial data, associated attachments, and related item records.

There are several different ways to open the Summary windows:

  • Double-click the item row from the IMSMA Navigation window’s items pane.
  • Select the symbol in the Map Pane so that a blue circle displays on the symbol. Once the blue circle is displayed on the symbol, double-click the symbol in the Map Pane.
  • Select the symbol in the Map Pane or the item row in the items pane and click the Identify Selection button. From the Identify Selection window, select the item record and click the Summary button.

The attributes displayed in the Summary window for each item are possible to be customised. The Summary windows consists of different areas:

  • Summary window toolbar
  • Information area
  • Data area
Summary Window

Summary Window

Note.jpg It is a User Preference if the Location and Country Structure information in the Information area are visible or not.
Summary Buttons
Button Description
Add Allows you to add a new item reconciled to the same Location as the existing item.
Edit Allows you to update the item.
Delete Allows you to delete the item from IMSMANG. However, the Data Entry Forms are not physically deleted from the the database, they get status deleted and are possible to retrieve back later if needed.
Unlink Allows you to Unlink Items two or more items.
Location Summary Allows you to open the Location Summary Window which the item assigned to. This button is not available from the Location Summary window.
View On Map Allows you to view the item in the Map Pane.
Attachments Allows you to manage attached files The number of attachments includes the attachments that the item has and linked items have.
Data Entry Form Lists the Data Entry Forms that are related to the item.
New 6.0.png The number of Data Entry Forms is now only reflecting the opened Item.
Task Allows you to display a list of Task(s) that the item is linked to as Objective or linked to a Work Item.
Print Allows you to display a list of printing templates for the item.

Data area - Geospatial tab

The Geographical data widget which is used in both Data Entry Forms and Summary windows is possible to customise. It is possible to show the coordinates in two different formats:

  • latitude/longitude a.k.a. storage format
  • the coordinate system and format the user used when entering the data.


SummaryWindow Geo.png

Example of the same point entered with 4 different coordinate system

In this example the user used

  • WGS 1984 Decimal degrees for Point 1
  • WGS 1984 Degrees minutes seconds for Point 2
  • UTM for Point 3
  • MRGS for Point 4
  • Distance/Bearing for Point 5

The X and Y values that the user entered for Point 1 - 3 are shown in the two columns; X / Lon and Y / Lat.
When distance/bearing is used the column From shows from which point they were measured.
The two columns X / Longitude and Y / Latitude shows the calculated latitude/longitude.

When IMSMANG shows the items in the Map pane the calculated latitude/longitude are used.

Note.jpg When to use the different Point Types is described here.
Viewing and Browsing in IMSMANG
General
Summary Window
Retrieved from "http://mwiki.gichd.org:8090/mediawiki/index.php?title=Summary_Window&oldid=24314"