{"id":61938,"date":"2023-05-17T14:29:10","date_gmt":"2023-05-17T06:29:10","guid":{"rendered":"https:\/\/oihelp.corporate.ifs.com\/help\/?page_id=61938"},"modified":"2023-10-23T15:04:12","modified_gmt":"2023-10-23T07:04:12","slug":"form-readings-4-7","status":"publish","type":"page","link":"https:\/\/oihelp.corporate.ifs.com\/help\/field-explorer\/forms-and-data-collection\/form-readings\/form-readings-4-7\/","title":{"rendered":"Form Readings (4.7)"},"content":{"rendered":"\n

This article applies to P2 Field Operator: Explorer Edition version 4.7. For the latest help, see Form Readings<\/a>.<\/p>\n

There are two types of readings that are entered into Field Operator, one is the Daily Readings, the other is Forms.<\/p>\n

All readings that are not Daily Readings<\/a> are Forms.<\/p>\n

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

\n

Finding a Form<\/h2>\n

Select Forms on the Navigation Ribbon<\/a> in Map<\/a>, Grid Summary<\/a>, or Location Detail<\/a>.<\/p>\n

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

In Map View<\/h3>\n

A summary of the forms entered in the last two days is displayed in the Information Panel on the left side of the screen.<\/p>\n

To open a form click the Location Summary, and the Location Overview<\/a> box will open and display the selected form.<\/p>\n

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

In Location Overview, scroll down to see other fields in the form that may not be visible.\u00a0Click on the edit \"\"\u00a0icon to open the form, and to edit it.<\/p>\n

In Grid Summary<\/h3>\n

Forms from the last three months can be filtered by time frame or location, and by type.<\/p>\n

\"\"<\/a><\/p>\n\n\n\n\n\n\n\n\n\n\n
1<\/strong><\/td>\nRoute<\/strong><\/td>\nName of the currently selected route.<\/td>\n<\/tr>\n
2<\/strong><\/td>\nForms<\/strong><\/td>\nForms<\/strong> is the current Ribbon selection.<\/td>\n<\/tr>\n
3<\/strong><\/td>\nTime Frame<\/strong><\/td>\nClick Today<\/strong>, Yesterday<\/strong>, Last 14 Days, <\/strong>or the Custom Filter<\/strong><\/a> to filter the list of forms.<\/td>\n<\/tr>\n
4<\/strong><\/td>\nLocation<\/strong><\/td>\nClick a location to view all the forms for the location.<\/td>\n<\/tr>\n
5<\/strong><\/td>\nForm Type<\/strong><\/td>\nClick a tab to filter the list of forms by type.<\/td>\n<\/tr>\n
6<\/strong><\/td>\nA Form<\/strong><\/td>\n\n

Click an entry to open and update, or delete a form.<\/p>\n

Forms are only editable for a fixed length of time. This time limit is set by the system administrator (in the Merrick Metadata Configuration Utility).<\/p>\n

Data entry fields are disabled in forms that are not editable.<\/p>\n<\/td>\n<\/tr>\n

7<\/strong><\/td>\nNew Form<\/strong><\/td>\nClick the Add \"\" icon to add a new form.<\/td>\n<\/tr>\n
8<\/strong><\/td>\nPrint<\/strong><\/td>\n\n

Click \"\" Print<\/strong> to print the Grid Summary table of forms to a PDF.<\/p>\n

Grid Summary table of forms PDF:<\/em><\/p>\n

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

Note<\/span><\/span><\/strong>:<\/strong>\u00a0<\/span> The system is generating the PDF based on the Grid Summary of the form as defined in the metadata.<\/span><\/span><\/p>\n

To configure the reports, in the Merrick Metadata Configuration Utility select Screens<\/strong>, Form Type<\/strong>, and edit the Grid Summary to the required view and print configuration.<\/span><\/span><\/p>\n

\"\"<\/a><\/p>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

Custom Filter<\/h4>\n

Click the edit \"\"\u00a0icon to open the Custom Forms Filter.<\/p>\n

The forms list can be filtered by location, type, or date.<\/p>\n

\"\"<\/a><\/p>\n\n\n\n\n\n\n
1<\/strong><\/td>\nLocation<\/strong><\/td>\n\n

Select individual locations or click:<\/p>\n

    \n
  • Select All<\/strong>: to select all the locations<\/li>\n
  • Clear All<\/strong>: to clear all the selected locations<\/li>\n<\/ul>\n<\/td>\n<\/tr>\n
2<\/strong><\/td>\nForms<\/strong><\/td>\n\n

Select individual form types or click:<\/p>\n

    \n
  • Select All<\/strong>: to select all form types<\/li>\n
  • Clear All<\/strong>: to clear all the selected form types<\/li>\n<\/ul>\n<\/td>\n<\/tr>\n
3<\/strong><\/td>\nDate Range<\/strong><\/td>\n\n

Select the:<\/p>\n

    \n
  • Last 30 Days<\/strong><\/li>\n
  • Last Month<\/strong>, or<\/li>\n
  • Start and End dates by clicking the date, to open the date selector.<\/li>\n<\/ul>\n<\/td>\n<\/tr>\n
4<\/strong><\/td>\nActions<\/strong><\/td>\n\n

Click:<\/p>\n