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P2 Field Operator: Explorer Edition version 4.7 is a minor release that resolves several issues and includes the addition of the following functionality:<\/p>\n
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Previously the administration documentation for Field Operator was included in the eVIN Server Installation guide, mainly as appendices.<\/p>\n
We\u2019ve enhanced this content and moved it to our online help center at https:\/\/oihelp.corporate.ifs.com\/help\/field-explorer\/field-operator-administration\/<\/a>.<\/p>\n The setup program for Version 4.7 will now install the Field Operator Configuration utility<\/strong>.\u00a0 This is a replacement of the eVIN Metadata Configuration utility<\/strong> and only contains settings related to Field Operator.<\/p>\n The previous utility could be confusing as it had settings for both eVIN Laptops and Field Operator devices.\u00a0<\/p>\n The new configuration utility operates under the same concepts of defining instances, setting options, and controlling user authorization as in previous versions, but the metadata configuration portion of the app has been removed.<\/p>\n Screens for Field Operator (when connected to Merrick) are configured in the Merrick Metadata Configuration Utility.\u00a0 Workbook screens are configured in P2 Explorer.<\/p>\n The addition of the Field Operator Configuration utility is the first step in renaming all server-side components from eVIN to Field Operator.\u00a0 See (https:\/\/oihelp.corporate.ifs.com\/help\/field-explorer\/field-operator-administration\/about-field-operator<\/a>) for information on this change (expected to be complete in Version 4.8).<\/p>\n About \u00bd of Field Operator users access a Field Operator server that is hosted by P2. For those users, we\u2019ve introduced the ability to manage their users through P2 Central<\/strong>. P2 Central is a landing page where users will access their P2 applications such as P2 Merrick and P2 Explorer.<\/p>\n For administrators, P2 Central provides the ability to add and edit users and control their access to the applications. P2 Central will provide the Authentication<\/em> of a user through a third-party identity management system called Auth0.<\/p>\n User Authorization<\/em> is still accomplished in the Field Operator Configuration utility by connecting the user to Routes or Route Groups.\u00a0 When authorizing P2 Central users, the user\u2019s email address is connected to the routes instead of the active directory account.<\/p>\n For more information on P2 Central, please see P2 Central - P2 Central - P2 Energy Solutions Wiki<\/a>.<\/p>\n The Server Connection screen has changed to provide the new authentication option.<\/p>\n For P2 Central access, the user will select Option 2: P2 Central <\/strong>and click Sign In<\/strong>.<\/p>\n The P2 Central login screen will be displayed. To login, the user enters a valid email address and password which has been configured by the administrator in P2 Central.<\/p>\n Once signed in, the user must enter two more pieces of information:<\/p>\n Once the status shows the user to be signed in to P2 Central and the server id is correctly entered, the Next button will bring the user to list of routes and\/or workbooks for which they are authorized.<\/p>\n In version 4.7, the sign-in experience has also changed slightly for On-prem Domain users.<\/p>\n The default type of environment is Option 1: Domain<\/strong>, so the user will click Sign In<\/strong> and a dialog will open to collect the user\u2019s credentials.<\/p>\n Enter user\u2019s credentials:<\/em><\/p>\n The only difference to previous versions is that this information is collected in the dialog.\u00a0 When the user clicks Sign In<\/strong> on this screen, if the credentials are valid, the list of Routes or Workbooks for which the user is authorized will be displayed.<\/p>\n Note<\/strong>:\u00a0 Some may have noticed that in version 4.6 and later, the user\u2019s password is blank once a valid connection is obtained.\u00a0 The password is no longer needed by the app once a security token is received so the password is purposefully not<\/em> stored on the device.\u00a0 Most users will never need to access the sign-in screen after connecting for the first time unless they change their password in another system.\u00a0<\/p>\n Along with the new sign-in dialog, users can now choose to show their password to help avoid typos.<\/p>\n We added a convenience tool in version 4.7 to help users correctly fill in the settings required to connect to a Field Operator Server instance. A Field Operator Environment File<\/strong> (*.foenv) holds information such as the conduit URL, Server ID and Domain.\u00a0 When a user opens this file in Field Operator, only the user id and password is required to get signed in.<\/p>\n If you\u2019ve sent the Field Operator Environment file (\u201c.foenv\u201d) via email, the user should select Save As<\/strong> in the email app to store the file locally.\u00a0 Then the user will visit the Server Connection screen and select Open a Field Operator Environment file<\/strong>.<\/p>\n Access the Server Connection screen:<\/em><\/p>\n Server Connection screen:<\/em><\/p>\n A standard Windows, Android or iOS dialog is displayed to allow the selection of the file from the local disk.<\/p>\n After selecting the file, a message is displayed on the screen to show that the settings are controlled by the selected environment file. Click Sign In to continue.<\/p>\n On the Sign In page, the settings you\u2019ve specified in the environment file are automatically filled in and are disabled \/ enabled based on the settings in the file.<\/p>\n Users now need to enter their User ID and Password to continue.<\/p>\n Most users will open the environment file once, sign in and not return to the Server Connection screen.<\/p>\n If an advanced user needs to connect to a different server, (for example, to connect to a different environment for testing a new version of the app), the user can either open a different \u201c.foenv\u201d file or click Reset<\/strong> to enter the settings manually.\u00a0<\/p>\n See the Field Operator Admin Guide at https:\/\/oihelp.corporate.ifs.com\/help\/field-explorer\/field-operator-administration<\/a>\u00a0for more information about Field Operator Environment Files.<\/p>\n In ProCount 4.7, the Daily Notes field is once again available on the daily screens.\u00a0 When users enter data into these notes fields in ProCount or eVIN, the data is stored in the CommentsTb table in the ProCount database.\u00a0 The Field Operator server, as part of its sync process now watches CommentsTb for changes and will transfer any changes (where Comment Type = 3) to Explorer\u2019s com.comment table.<\/p>\n This means that daily notes entered by eVIN Laptop users or ProCount users will flow to Field Operator.\u00a0<\/p>\n Field Operator daily notes are now automatically saved to CommentsTb in ProCount, so these notes will display on the ProCount and eVIN Laptop screens.<\/p>\n Previously we were referring to \u201cCases\u201d from P2 Explorer Case Management as \u201cTasks\u201d in Field Operator.\u00a0\u00a0 For consistency, those records are now also referred to as \u201cCases\u201d in Field Operator.<\/p>\n Please see https:\/\/oihelp.corporate.ifs.com\/help\/cases\/<\/a> for more information about Case Management in P2 Explorer.<\/p>\n Users now have the option of printing a report of seals records. The report is in an easily readable pdf format.\u00a0<\/p>\n Selecting print opens the Seal Report Options dialog. From here users can select the entities and date range for their report.<\/p>\n Seal report:<\/em><\/p>\n Note<\/strong>: For a user to be able to view reports from Field Operator, a default program for opening of PDF files must be specified in the operating system.\u00a0<\/p>\n As a user adds a new seal the Initials \/ Notes field for the seal being removed<\/em> is now available to edit.<\/p>\n Note<\/strong>: Several seal related issues have been resolved in version 4.7.<\/p>\n iPhone users can now carry forward all readings on a location using the Carry Forward button which is above the number pad.\u00a0 (Access the number pad by tapping any editable cell).<\/p>\n A new option has been added in the Field Operator Config utility to default new well test records to yesterday.<\/p>\n Colored flags have been added to the cases grid to give a visual indication of case priority.<\/p>\n The floating panel in Map View is meant to give information about readings at a location.\u00a0 In previous versions, Forms on this floating panel appeared to be editable but were not.\u00a0 In version 4.7, the appearance has changed to make it more obvious that this is not where the user can edit a record.\u00a0 Users are meant to navigate into the Location Detail screen to make any changes to the readings.<\/p>\n As a convenience, we\u2019ve added an Edit icon to this floating panel so the user can open a form directly without navigating to the Location Detail screen.<\/p>\n Previous versions of Field Operator only downloaded Confirmed and Closed cases.<\/p>\n New to Version 4.7 is the ability to control which records are downloaded through a setting in the Field Operator Configuration utility.<\/p>\n Customers have requested that the record date column be listed first on the Comment Summary Grid.\u00a0 This screen is not configurable, so the change was made in code.<\/p>\n Customers requested that users not be allowed to save a run ticket or well test with a future date.\u00a0 Now if a user enters a future date it will revert to today.\u00a0 This change does not affect custom business components as some companies use custom components for dispatch tickets and the user does need to enter future dates.<\/p>\n Downtime codes can be categorized to make it easier for the user to find the code for a particular event.\u00a0 To use categorized downtime codes, first assign downtime codes to \u201cParent codes\u201d in the pick list editor in ProCount<\/strong>.\u00a0 A parent is simply another record in the DowntimeCodeTb\/.<\/p>\n Next, configure the completion daily screen in the Merrick Metadata Configuration Utility<\/strong> to use the Parent \/ Child Downtime control.<\/p>\n In previous versions of Field Operator, selection of a downtime code was designed for a phone and was somewhat cumbersome for tablets or PCs.\u00a0 In 4.7, we\u2019ve redesigned the screen for tablets and PCs so that the user can see the Category and the Codes lists on one screen.<\/p>\n
\nNew Field Operator Configuration Utility<\/h2>\n
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\nSupport for P2 Central Sign-in (and Changed Sign-in Experience for Domain Users)<\/h2>\n
P2 Central Sign-in Experience<\/h3>\n
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\nShow\/Hide Password on Sign-in Screen<\/h2>\n
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\nField Operator Environment Files<\/h2>\n
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\nField Operator Now Syncs Daily Notes from Procount or eVIN to Explorer<\/h2>\n
\nTasks\u201d Are Now \"Cases\"<\/h2>\n
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\nSeal Report<\/h2>\n
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\nAbility to Edit Notes on the Removed Seal<\/h2>\n
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\nMass Carry-Forward on the iPhone<\/h2>\n
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\nAbility to Default New Well Test Records to Yesterday<\/h2>\n
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\nPriority Coloring on Cases Grid<\/h2>\n
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\nMap View Forms Improvements<\/h2>\n
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\nConfiguration Setting Determines Which Cases Download to Field Operator<\/h2>\n
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\nChange Column Order on Comments Grid View<\/h2>\n
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\nFuture Dates Disabled for Run Tickets and Well Tests<\/h2>\n
\nEnhanced Categorized Downtime Code Selection<\/h2>\n
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