Modify Data Entry Profiles

Data entry profiles are a key to getting efficient data entry. They are comprised of Grids of data which are arranged to let you enter data quickly they are highly flexable and you can have more than one data entry profile putting data into the same group/table at a time.  

For example you could have someone working on the project entering the SPT results for a location and someone entering the samples for the same location and project without any issue of collation of data. 

In OpenGround we have a structure to Data Entry Profiles, 

• Data Entry profiles 
  • Steps 
    • Data Entry Grids 

We are going to cover each one to let you customize your data entry. 

Starting with the config pack again, you will need the two buttons Manage Profile and Manage Grids within the Data Entry part of the ribbon. 

Top Tip: the user guide has a lot of key information about managing and using Data Entry profiles.

Manage Data Entry Profiles

Manage Profiles will show you the profiles currently in the config pack. You can add your own by following the guide here. 

You can create data entry profile to cover parts of the workflow or collections of workflows. For example, you could have a data entry profile for a particular type of field log that you are copying up or just split across all the field logs. 

You can make the profiles inactive by deselecting the active tick box in when you edit the profile. 

Manage Steps

Each profile is made up of a number of steps, each of these steps is a page in the data entry workflow. You can put more than one grid on each step or you can just have one. 

         

Orange - the Step name. 

Blue - the Grids which will show on that step.

You can move the grids from the left to the right which will make them part of the step. 

Manage Grids

We have mentioned a number of times that we have the concept of Grids, which are views of the group/table below in the database. With Data entry this is most important. You can have more than one data entry grid which is used across your data entry steps. 

The Manage Grids Button will show you every Grid that is preloaded. You can create your own grids. 

When you select a Core Entity you select the Group/table in the background. You can then select the fields to add. This means you could have data entry Grids point at the same Group/table but with different sets of fields. 

Orange fields are Key fields and always need to be available. You can add Defaults If it's always a particular value. 

Top tip: Defaults of text need to be in single quotes. For example, if you add 'some text' to the Remarks field as shown below, users will see Some Text as the default value. They can edit the value.

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