To set up Data Entry Profiles you need to set up the data entry grids and then assign these grids into each step within the profile. To ensure that you are clear on the terminology that is used in this section we have included a brief set of definitions below.
- Data Entry Grid: The data entry process in OpenGround Cloud Professional is completed through spreadsheet style grids. Each grid can be set up to show the required columns in an order that is most logical for the user. These grids are called Data Entry Grids.
- Data Entry Step: A Data Entry Step allows one or more Data Entry Grids to be displayed on the same screen. This is particularly useful for items of data that are best entered together, such as MC and Limit data or Geology Descriptions and Detailed Descriptions. Each screen of grids is called a Data Entry Step.
- Data Entry Profile: A Data Entry Profile is a group of ordered Data Entry Steps.
It is important to note that Data Entry Grids are independent of Data Entry Steps so they can be reused on multiple profiles. However, this can make the setting up of profiles seem a little confusing as you need to start with the setting up of data entry grids.
Setting up and Modifying Data Entry Grids
The list of available Data Entry Grids is accessed by clicking on the Manage Grids button on the Configuration Tools ribbon.
To open an existing grid, click on the grid name and click Edit or to create a new grid click Create.
The Data Entry Grid form will then be displayed as shown below.
The Data Entry Grid form controls how the grid looks and works. You can change the following options for the grid.
- Add Columns: To add a new column to the grid click on the required column on the left-hand list and then click the Arrow button to move the column to the Columns Allocated grid.
- Remove Columns: To remove a column from the grid click on the required column on the right-hand list and then click the Arrow button to move the column to the Columns Available grid. The columns marked in orange in the Properties Allocated window are Key fields and cannot be removed from the grid. It is however possible to move the order of these.
- Change Column Order: To change the column order of the Columns Allocated simply click the name you which to move and then click the up and down arrows on the right-hand side of the list.
- Change the default values: to change the default values click on the name you wish to set defaults for and click the Defaults button. This will display the defaults screen which is covered in more detail in the section below. Columns that have default values specified have a star after their name.
Specifying Default Values
Default values can be defined by entering an equation in to the Default Value Expression field on the Default Value form. The syntax of the equation is very similar to Microsoft Excel and is outlined below.
Creating a New Data Entry Profile
To create a new Data Entry Profile, click on the Manage Profiles icon on the Configuration Tools ribbon.
The Manage Profiles form will then be displayed as shown below. Click Create and name the profile.
Adding or Editing Steps to a Profile
To edit the steps in a profile, click on the Manage Profiles icon on the Configuration Tools ribbon, select your required profile and click Manage Steps.
The Data Entry Steps form displays the steps within a profile in the order that they will appear to the user. To change the order of the steps, select the step and use the up and down arrow keys. To edit a step, click on it and click Edit. To add a new profile, click Add.
When a new step is added or edited, the Data Entry Step form is shown as displayed below.
- Step Name: The name that will appear in the step drop-down on the Profile Navigation ribbon.
- Active: If a step is marked as not active (off) then the step will not be shown in the profile
- Location Controller: This is the location grid that is shown when the user clicks on the Locations button on the step. The drop-down shows all grids that contain fields from the Location Details table.
- Primary & Secondary Controller: This is the grid that is used to control the Data Entry grid.
- These are only required when the data in the grids below are not direct children of the Location Details grid (for example, Water Strike Data or Laboratory Test results). When controller grids are specified the list of grids available is updated to show only grids that are related to the Primary or Secondary Controller. The location of the controller grids can be specified using the drop-down lists to the right of the controller drop-downs.
- Grids Available: A list of grids that can be added to this Step. Use the right arrow key to add these grids to the Step.
- Grids Allocated: A list of grids that will appear in this Step. Use the left arrow key to remove these grids from the Step. You can define where the grid will appear on the screen using the drop-down next to the grid name. If you define more than one grid to appear in the same place, then they will appear as a tabbed interface within that quadrant in the order they appear in this list. This order can be changed by using the up and down arrows to the right of this list.
- Manage Grids Button: This is a shortcut to the Manage Grids form and can be used if additional grids need to be added.