{"id":53632,"date":"2022-01-17T08:40:16","date_gmt":"2022-01-17T00:40:16","guid":{"rendered":"https:\/\/oihelp.corporate.ifs.com\/help\/?page_id=53632"},"modified":"2022-05-19T12:16:09","modified_gmt":"2022-05-19T04:16:09","slug":"ribbons-toolbars-and-other-buttons-4-5","status":"publish","type":"page","link":"https:\/\/oihelp.corporate.ifs.com\/help\/field-explorer\/getting-started\/ribbons-toolbars-and-other-buttons\/ribbons-toolbars-and-other-buttons-4-5\/","title":{"rendered":"Ribbons, Toolbars, and Other Buttons (4.5)"},"content":{"rendered":"\n

This article applies to P2 Field Operator: Explorer Edition version 4.5. For the latest help, see Ribbons, Toolbars, and Other Buttons<\/a>.<\/p>\n

In Field Operator you'll find easy to use action buttons across the application.<\/p>\n

The buttons in the Navigation Ribbon and Toolbar give you access to key functionality. They, and other functions and buttons are described on this page.<\/p>\n

\"\"<\/a><\/p>\n

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Navigation Ribbon<\/h2>\n

The Navigation Ribbon is the main way to access many of the Field Operator options. The ribbon is found at the top left side of each screen, except when the tools on the Toolbar are active.<\/p>\n

The highlighted icon on the ribbon in the images below, changes between the different views to reflect the page status.<\/p>\n

Map View<\/a> shows Locations summaries.<\/p>\n

\"\"<\/a><\/p>\n

Grid View<\/a> shows Daily Production for locations.<\/p>\n

\"\"<\/a><\/p>\n

Location Detail<\/a> view shows Daily Production for entities.<\/p>\n

\"\"<\/a><\/p>\n

Active ribbon selections are shown by a white icon on a solid blue circle.<\/p>\n\n\n\n\n\n\n\n\n\n\n
\"\"<\/td>\nLocation<\/strong><\/td>\nSelect the location button to display location summary information.<\/td>\n<\/tr>\n
\"\"<\/td>\nForms<\/strong><\/td>\n\n

The forms button lists the field data capture forms that are available for each location on the selected route.<\/p>\n

In Map View, the most recent day's forms are listed in the information panel.<\/p>\n

In Grid View, the list of all forms are displayed by location, with the option to look at all forms for the selected route by today, yesterday, or the last 14 days.<\/p>\n

In Location Detail view, forms for each individual entity are displayed when the entity is selected.<\/p>\n<\/td>\n<\/tr>\n

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\"\"<\/p>\n<\/td>\n

Comments<\/strong><\/a><\/td>\n\n

Select the comments button to see all the comments on the selected route. Click on the comment to add, edit, or reply, to the comment.<\/p>\n

In Map View, the most recent day's comments are listed in the information panel.<\/p>\n

In Grid View, the list of all comments are displayed by location, with the option to look at all comments for the selected route by today, yesterday, or the last 14 days.<\/p>\n

In Location Detail view, comments for each individual entity are displayed when the entity is selected. The Comments \"\" icon displays below the entity name when there are associated comments.\u00a0<\/p>\n<\/td>\n<\/tr>\n

\"\"<\/td>\nTasks<\/strong><\/a><\/td>\n\n

In Map View, select Tasks to the see the list of tasks for the day for the planned route. Click on an individual task to view the task in detail, and to update it, in the location summary box.<\/p>\n

In Grid View, first select tasks and then choose to filter the task list by selecting:<\/p>\n

    \n
  • My Open Tasks<\/li>\n
  • My Completed Tasks<\/li>\n
  • Unassigned Open Tasks<\/li>\n
  • All Open Tasks, or<\/li>\n
  • A location<\/li>\n<\/ul>\n

    In Location Detail view, select an entity to see its associated tasks. The Tasks \"\" icon displays below the entity name when there are assigned tasks.\u00a0<\/p>\n

    The Task option is only available to Route Surveillance users.<\/p>\n<\/td>\n<\/tr>\n

\"\"<\/td>\nActivity<\/strong><\/td>\n\n

Select to see all items directly relating to the logged in user.<\/p>\n

The Activity option is only available to Route Surveillance users.<\/p>\n<\/td>\n<\/tr>\n

\"\"<\/td>\nTrends<\/strong><\/a><\/td>\n\n

Select to see all trends on your route in one place; opens in the Location Summary box.<\/p>\n

The Trends option is only available to Route Surveillance users.<\/p>\n<\/td>\n<\/tr>\n

\"\"<\/td>\nSeals<\/strong><\/td>\n\n

Select Seals from the Grid View, or the Location Detail view.<\/p>\n<\/td>\n<\/tr>\n

\"\"<\/td>\nEntities<\/strong><\/td>\nSelect the Location Detail view to access Entity data capture forms.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n
\n

Toolbar<\/h2>\n

The Toolbar is found at the top right side of each screen.<\/p>\n

\"\"<\/a><\/p>\n\n\n\n\n\n\n
\"\"<\/a><\/td>\nView Mode<\/strong><\/td>\nClick on View Mode to toggle between Map View and Grid View.<\/td>\n<\/tr>\n
\"\"<\/td>\nSettings<\/strong><\/a><\/td>\n\n

Click to access:<\/p>\n

    \n
  • Server Connection<\/li>\n
  • Preferences<\/li>\n
  • Route Sequence<\/li>\n
  • Sync Status<\/li>\n<\/ul>\n<\/td>\n<\/tr>\n
\"\"<\/td>\nJourney Planner<\/strong><\/a><\/td>\nOpens the Journey Planner which is used to plan today's route.<\/td>\n<\/tr>\n
\"\"<\/td>\nHelp<\/strong><\/a><\/td>\nClick to access the online Help and About information.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

Settings<\/h3>\n\n\n\n\n\n\n
\"\"<\/td>\nServer Connection<\/strong><\/a><\/td>\n\n

Open the server connection screen to:<\/p>\n

    \n
  • Configure the server<\/li>\n
  • Set download preferences<\/li>\n
  • Select route information<\/li>\n<\/ul>\n

    Contact your company's Field Operator administrator for assistance.<\/p>\n<\/td>\n<\/tr>\n

\"\"<\/td>\nPreferences<\/strong><\/a><\/td>\n\n

Open the Set Preferences dialog box to select:<\/p>\n

    \n
  • Automatic or manual data sync<\/li>\n
  • Opening view<\/li>\n
  • Locations sorting method<\/li>\n
  • Location summary display position<\/li>\n
  • Map display options<\/li>\n
  • Which screen opens when you arrive at a location<\/li>\n<\/ul>\n<\/td>\n<\/tr>\n
\"\"<\/td>\nRoute Sequence<\/strong><\/a><\/td>\n\n

Open the Route Sequence screen to sort:<\/p>\n

    \n
  • Locations on a route<\/li>\n
  • Entities at a location<\/li>\n<\/ul>\n<\/td>\n<\/tr>\n
\"\"<\/td>\nSync Status<\/strong><\/a><\/td>\n\n

Open the Sync Status dialog box to:<\/p>\n