This page has been updated to reflect changes to EpochField Mobile and EpochField Web Suite version 5.2.4. See Release 5.2.4 for additional details.
Data Configurations
When the Workflow window appears, it will display all the necessary information at once. This includes the attributes for the Work Feature (if configured in EpochField Workflow Builder), the combined list of Categories and Fields that can be filled out for this Work Feature, a valid values list for the selected Category, and a list of eligible data entry Fields. The attributes for the Work Feature Asset will be shown on the side for easy reference throughout the data entry process. The order of how Categories and Fields are displayed is configured in EpochField Workflow Builder. See Form Order for more information.
Everything in this window for a given Work Feature has been configured as such based on the task type for that feature.
Some Categories are configured to allow one valid value selection.
Required Data
Both Categories and Fields can be configured as required information.
Meaning some information must be entered for those items before the work feature data can be saved.
Required items have a text indicator that they are required.
Conditionally Required Data
EpochField's Intelligent Workflow capabilities were created to ensure the data collection user experience was concise and efficient.
A selection of a value configured in EpochField Workflow Builder may make a Category or Field required.
The Category or Field is not required by default and may become required if a specific valid value has been selected in the Workflow.
Conditionally Disabled Data
EpochField's Intelligent Workflow can also be configured so the selection of a valid value disables other categories, values, or comments.
The disabled Categories, Values, or Fields would not need to be addressed based on the selection of another value, and are hidden as a result.
This helps drive the user through the Workflow and helps them make intelligent data entry decisions along the way as well as eliminates the possibility for mistakes and time wasted on unnecessary data entry tasks.
Conditionally Default Data
EpochField’s Intelligent Workflow can also be to configured to set a default value in one Category based on a selected Value in another Category.
This helps streamline the data entry process when default values that are used most of the time can be pre-selected based on other conditions.
In an example the combination of selected values in the Condition Type and Weather categories automatically selects default values in the Severity and Observations categories.
Conditional Data Actions
Valid values can be configured with indicators.
An Work Feature Attachments for more information.
Attachment icon indicates that an Attachment is required if that Value is selected. SeeA
wrench icon indicates that the issue described by that Value should be Fixed on Site.
Additional Assets
If the Work Type of the current Work Feature is configured to allow the addition of multiple Assets at that location, the Workflow Builder for more information.
Add Asset button will be enabled. This is configured in EpochField Workflow Builder. SeeAdd Asset
Select the
Add button to add a new Asset at that Work Feature location.
An example where this would be useful is performing streetlight inspections at a pole work feature location, there may be multiple light assets on the pole.
Delete Asset
Deleted Assets cannot be recovered.
Select the
Delete button for the Asset to be deleted.Select Yes.
Categories
Select a Category to select a contained valid Value or Values from.
Some Categories are configured in EpochField Web Suite Workflow Builder to allow multiple valid Value selections. See Workflow Builder for more information.
Select Values in the Categories as necessary.
Select
Save.
Fields
EpochField currently supports Single Line Text, Multi-Line Text, Address, Date Time, Integer, Double, Signature, Rating, Date, Time, Email, Website, Barcode, Note and Phone Numbers.
Both Categories and Fields can be configured as required information.
Some information must be entered for those items before the Work Feature data can be saved.
All required items have a red label and red asterisk * symbol next to them.
Select a Field to enter data in.
Enter the data into the Fields as necessary.
Select
Save.
Attributes
Attributes show the same information about the Work Feature Asset that the Identify and Work Feature Attributes for more information.
Identify tool would show. SeeAttributes may be minimized when the form is initially opened. Select the handle to maximize or minimize the Attributes table.