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            Item Details

            Modified on Mon, Aug 12 at 7:58 PM

            The Item Details page provides:    

            Information associated with an itemActions you can perform on an item
            • Attachments
            • Field values  
            • History
            • Maps 
            • Related items
            • Text
            • Add attachments, files, & notes
            • Assign
            • Change status
            • Create (another item)
            • Delete attachments
            • Email
            • Modify
            • Print to PDF
            • Put in folder
            • Schedule
                                                                        

             


            Item Details Menu Bar    

            On the Item Details menu bar (in the upper-left corner below the blue main menu bar), you'll note the item form  name (i.e. Invoice, Inspection, Work Order, etc.) followed by the Item ID.

                                                                        

                                                                        

                                                                        

            Below the item form  name and Item ID, starting with Back to Summary () are some actions and item attributes:


            Action/AttributeDescription
            Assigned toThe user the item is assigned to 
            Back to Summary (    )Click to return to Summary page
            CategoryDefined by the administrator to group forms with similar characteristics
            FolderThe folder containing the item. Folders are used to organize items
            Previous ( ) / Next (   ) TicketsDisplays the next or previous item from the Item Summary
            Scheduled ForThe date the item is scheduled to be started
            StatusThe status of the item. The statuses Open and Closed are defaults in lists of forms (Summary screens) and in Advanced Search. Administrators can create custom statuses for each form 
            View Attachments (  )Click to open the View Attachments window, which lists all attached files. If the file is an image, click the filename to view it
                                                                        

            Below the item Details menu bar in the center of the page are two tabs: Details and History. The Details tab displays by default.

                                                                        

             


            Actions     

            The Actions feature is dependent upon your package permissions. 

                                                                        

            In the upper-right corner, the Actions dropdown lists the actions available for this specific item form. The options displayed may include actions such as:


            ActionDescription
            Add Attachments

            In the Add Attachments window:

            1. Click Attach Files . Result: The  Add Attachments window appears
            2. On the  Add Attachments window, click Attach Files. Result: The Open window appears. 
            3. On the Open / File Upload window, find the file you want to attach. To select multiple files, hold down the Control key and click the files
            4. Click Open 
            5. On the Add Attachments window:
              1. Optional. Write a comment
              2. Click Add. Result: 
                1. The file appears on the Attachments tab
                2. On  the History tab, in the Type column  "Attachment Added" appears. The Description includes any comments you added.

            Add Files / Add Photo

            1. Click Add Files ( to the right of the Actions dropdown list) to add files or photos to the item. Result: The Open / File Upload window appears
            2. On the Open / File Upload window, find the file you want to attach
            3. Click Open 
            4. On the Photo Note window:
              1. Write a note (if enabled in System Management ( )>Administration> General>Options. To set up notes, see Options>Option to Enable and Require Notes on All Add Photo Actions) 
              2. Click Done. Result: 
                1. The file appears on the Attachments tab
                2. On  the History tab, in the Type column  "Attachment Added" appears. The Description includes any comments you added.
            Add Notes

            In the Add Note window:

            1. Check the box for the item to which you want to add the note
            2. Type the note
            3. Click Save 
            4. Item redisplays. On the History tab, the Type column says "Note Added." The Description column contains the note. 
            Add SketchAdd drawings to the map. If sketches have been added, you can export them. See Sketch Window
            Assign

            On the Assign Items window (can also add notes):

            1. Check the item you want to assign
            2. In the Assign To dropdown list, click the person you want to assign the item to
            3. In the Schedule dropdown list, schedule the item:
              1. Schedule to: Set the date and time for the item to be started (edit or use calendar)
              2. Don’t Change Schedule Time: Leaves any scheduled time unchanged
              3. Clear Schedule: Deletes any scheduled date 
              4. Optional. Write a note
            4. Click Save 
            5. Item redisplays. On the History tab, the Type column says "Assigned' or "Re-Assigned." The Description includes any notes you added while assigning the item
            Change Status
            1. On the Change Item Status window, check the item you want to change
            2. In the Status dropdown list, click the status
              1. Optional. Write a note
              2. Click Save 
            3. Item redisplays. On the History tab, the Type column says "Status Changed (Status)." The Description includes any notes you added while changing the status
            Configure Threat DetectionMakes threat data appear on the Threat Detection Map Layer instead of in a new threat item if the data is less than the distance from this item you enter and before the expiration date you enter
            [List of form  names]If your item form  is the parent of a related item form, then any child form  names appear at the bottom of the Actions list. Clicking a child form  name creates a new child form  linked to the parent form. See  Links  for more details
            Create a Ticket
            1. Click Create a Ticket
            2. In the Create a Ticket window, paste in the ticket text
            3. Click Save 
            4. The Ticket Details page appears. 
            Link to                            

            On the Link Related Items window, find the work item you want to link to:

            • View Map: Finds items within 1000 feet of the current item:
              1. In the upper right corner, click View Map. Result: The Map appears
              2. In the upper left corner, click Zoom In ( + ) until the zoom level is 500 ft (bottom left corner)
              3. In the upper right corner, click  Search in Map (  ). Result: Any pins for related items in the map area appear
              4. Click the pin for the related item you want to link to 
              5. On the pop-up window of the pin, click Add. Result: The pop-up window refreshes and says "Linked"
              6. Click Done. Result: The linked item displays in the Related Items section of the Details page. On the History tab, the Type column says "Item Updated. "
            • Search by ID: Find an items by ID number (the search finds both parent and child)
              1. Type ID number and press Enter
              2. Work items appear. To link to a work item, click Add. The window refreshes showing the item has been linked
              3. Click Done. Result: The linked item displays in the Related Items section of the Details page. On the History tab, the Type column says "Item Updated. "
            Modify
            1. Make your edits to the item
            2. Click Save 
            3. The item displays on the Details tab. On the History tab, the Type column says "Item Updated"
            Print to PDF 
            1. On the Print Options window, choose the options:
              1. Optional. Choose a message template (If your company uses templates)
              2. Include attachments: Attachments are separate PDF files attached to the item PDF. Insert Photos Inline: Photos or attachments are put into the item PDF as new pages
              3. Include related items (parent and children items): Related items are attached to the item PDF as separate PDF files. Insert Related Items Inline: Related items are put into the item PDF as new pages
              4. Include history: Item history lists all lines in item’s History tab
            2. Click Print 
            3. A PDF of the item appears in a browser window
            Put in Folder/Remove from Folder

            On the Put Item in Folder (or Remove Item from Folder) window:

            1. Check the item you want to put in (or remove from) a folder
            2. In the Folder dropdown list, click the folder. An item can be in only one folder at a time. 
            3. Optional. In the Schedule dropdown list, schedule the item:
              1. Schedule to: Set the date and time for the item to be started and completed (edit or use calendar)
              2. Don’t Change Schedule Time: Leaves any scheduled time unchanged
              3. Clear Schedule: Deletes any scheduled date 
              4. Optional. Write a note
            4. Click Save 
            5. Item redisplays. On the History tab, the Type column says "Put in Folder." The Description includes any notes you added 
            Schedule

            On the Schedule Item window:

            1. Check the item you want to schedule
            2. In the Schedule dropdown list, schedule the item:
              1. Schedule to: Set the date and time for the item to be started and completed (edit or use calendar)
              2. Don’t Change Schedule Time: Leaves any scheduled time unchanged
              3. Clear Schedule: Deletes any scheduled date 
              4. Optional. Write a note
            3. Click Save 
            4. Item redisplays. On the History tab, the Type column says "Scheduled" or "Re-Scheduled." The Description includes any notes you added 
            Share                            
            1. Click Share
            2. The Share Item window appears
            3. Optional. Choose a message template (If your company uses templates)
            4. Choose recipient, type in any email address, or use the email address in the form 
            5. Options (these differ, depending on the form )
              1. Send as PDF: Sends the item as a PDF file. If unchecked, item is sent as an HTML email
                1. Include item history: Item includes all lines on the item’s History tab (Available only if Send as PDF is checked)
                2. Include related items: Parent and children items (Available only if Send as PDF is checked)
              2. Include public link to the item: Item includes a link to itself in the system. Access to the linked item is set in App Designer > Form Settings > Share tab
                1. Enable modify: Allows the recipient to edit the item
                2. Enable adding attachments. Allows the recipient to attach separate files to the item
              3. Optional. Write a note
            6. Click Save 
            7. The item redisplays. On the History tab, the Type column says "Item Queued" with any notes in the description column. After item is sent, the Type column says "Work item delivered." 
            Start Work / End Work
            1. Click Start Work / End Work
            2. In the window confirming the start or end of the work, click OK
            3. Item reloads. In the History View, the Type column shows the start or end of the work  (time, date, and location)
            Unassign
            1. On the Assign Items window, uncheck the items you want to unassign
              1. Click Save 
              2. Optional. Write a note
            2. Item redisplays. On the History tab, the Type column says "Unassigned." The Description includes any notes you added 
                                                                        

             


            Details Tab     

            The Details tab shows:

            • The information in the item form  fields (on the left)
            • The map based on the Location field (if the item has a Location field)
                                                                        
            Map  

            If your item contains a Location field, the map is displayed to the right.

                                                                                

                                                                                

                                                                                

            The map is interactive:

            • Use your mouse to click, pan, and scroll to zoom within the map
            • Full View. To the right of the Location field info, click > (arrow) to switch to Full mode. To leave Full mode, in the upper-left corner of the map, click Done to return to normal map size
                                                                                

             

            Map tools ( + - )   

            In the upper-left corner of the map,  the map tools are in a vertical toolbar:

                                                                                                                         
            Map ToolDescription
            Map Layer Information (  )

            For information about a specific point on a map layer:

            1. Click Information (  )
            2. Click on a point on the map

            3. Layer Information and General Information display on separate tabs, if available for that point. 

                                                                                                                  

              General Information includes:

              • Facility locations and responsibility areas
              • Parcel information (depending on availability)                                     Layer Information may allow the creation of an item with attribute information from the map layer. If available, there is a button labeled "Create [item name]." To use this feature, you must create a form and link it to the map layer. See Create Item from Map Layer
            Measure Distances ( )
            1. Click Ruler (  )
            2. Click on two points on the map to get the distance
                                                                                                        

            To turn off, click Ruler (  ) again

            Show My Current Location ( )Click Bullseye (  ) to center the map on your current location as determined by your web browser
            Zoom In/Zoom Out (+ - )Click Zoom In (+) and Zoom Out (-) to increase or decrease the details shown on the map
            Zoom to a Specific Area ( )
            1. Click Zoom to a Specific Area ( )
            2. Click the map and drag to draw the zoom area
            3. The map zooms to the area you drew 
                                                                                                        

            To turn off, click Zoom ( ) again

            Dialog ( )

            For information about a specific point:

            1. Click Dialog (  )
            2. Put the cursor on a point on the map

            3.  General Information displays in a popup window, if available for that point. General Information includes facility locations and responsibility areas (This is the same General Information that appears in the Map Layer Information feature, above). If map definition linked to a ticket, additional layer information may be available

                                                                                    
                                                                                
            Layers (  )   

            In the upper-right corner of the map, put the mouse pointer on the Layer Picker ( ) to see the map layers (Street, Satellite, Hybrid, irth GIS) you can display on the map. If your company uses custom Map Layers, these are also in the Layer Picker (see Map Layers under Administration)

                                                                                                 
            Layer InformationDescription
            Activities

            A layer that shows worker activity that has location information:

            • Item (Start/End work, Add photo)
            • Ticket (Start/End work, Add photo, Add response)  
            Facility LocationA facility location is the geographical location of the asset or facility you are trying to protect. Facility locations are defined when you add map definitions. If you indicate that facilities are not in use, they appear differently on the map. Facility locations can be processed by auto processing rules (Auto Response)
            ESRI HybridA base layer that shows streets, photographic landscape, and political borders (state, province, nation)
            ESRI (Sat)A base layer that shows photographic landscape
            ESRI  (Street)A base layer that shows only roads, streets, highways
            Location          The location of the item. From the Location field in the form  (if any)
            ParcelsShows all parcel boundaries on the three most detailed (zoomed-in ( + )) map views

            Responsibility Areas

            		A responsibility area is the area in which a person,  group of people, or an office is responsible for the work to be done in it. Responsibility areas are defined when you add Map Definitions  (If you indicate that responsibility areas are not in use, they appear differently on the map)
            Threat DetectionShows threat item locations, including items that were not created because they were overridden (see 3b: Work Item Creation Thresholds Override Rules)
            UsersA layer that shows the GPS location of the most recent Start/End action and the worker who performed it
                                                                                        
                                                                                
            Search (  ) 
            1. Click Search (   )
            2. In the search box, type an address (the search is formatted as street, city, state) or latitude/longitude coordinates (type latitude, a space, then longitude)
            3. Press Enter or click a suggested result to go to it on the map
                                                                                        

             

            Export (  )   

            Use Export to export map data, including any work actions.

            1. Click Export (   ). Result: The option to choose the file format of the export appears

            2. Click the file format of the export. Result: A Zip file downloads to your computer:

                                                                                                                                                                             
              File FormatDescription
              Geojson

              The export file unzips to a Geojson file.

                                                                                                                  

              GeoJSON is an open standard geospatial data interchange format that is based on JavaScript Object Notation (JSON). GeoJSON encodes a variety of geographic data structures  and their nonspatial attributes. It uses a geographic coordinate reference system, World Geodetic System 1984, and units of decimal degrees.

              ShapefileThe export file unzips to 4 shape files: .DBF, .PRJ, .SHP, .SHX 
                                                                                        

             

            External Links (  )   

            External links are optional, custom links to external, third-party web sites. They are added by your company. See External Links

            1. Click External Link (   )
            2. In a new browser tab or window, the link to the external web site opens
                                                                                    


            Annotate ( A )     

            1. Click Annotate ( A  ). A popout box appears

              New (Create annotation) 

              1. In the popout box, click New. Result: On the right side of the map, drawing tools appear
              2. In the drawing tools, click Add a Note ( T ). The cursor now has a note icon and says "Click map to place marker"
              3. Click the cursor on the map where you want the note. Result: The Note window appears. Go to step 2, below

            2. Edit annotation

              1. In the popout box, click Edit. Result: The cursor now says "Select an annotation to edit"            
              2. Click the cursor on the annotation you want to edit. Result: The map zooms to the annotation and drawing tools appear on the right 
              3. In the drawing tools on the right, click Edit Layers (). Result: The cursor now says "Click cancel to undo changes. Drag handles or marker to edit feature"
              4. Click the cursor on the annotation you want to edit. Result:  The  Note window appears. Go to step 2, below
            3. In the  Note window:
              1. Type the note
              2. Click Save. The note appears on the map
            4. In the drawing tools, click Save Annotation (  )

                                                                        

             

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