Collect Enterprise Data Forms Page

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Collect Enterprise Data Forms Page

The Data Forms page provides a status summary of data forms available from the Collect Mobile app. The Data Forms page can also be used to create new forms directly on the server. Data forms displaying on the Data Forms page are only those associated with the facility selected on the Enterprise dashboard header.

 

Note: Ensure the correct facility is selected to see all data forms associated with the facility.

 

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For each form, the following information is provided:

Name – Form name.  

Facility Code – Facility where the form is deployed.

Template – Template name and version number.

Format – Template format; frequently a specified EQuIS EDD format.

User Groups – User groups to which the form has been assigned.

Date – Date the form was uploaded.

Uploaded – Number of times the completed form was uploaded from Collect Mobile; icons shown for success or failure of forms to be processed by the EQuIS Data Processor (EDP).

Status – Form status.

Reports – Create PDF report of all data collected with the form; compiles data from all users.

OriginIndicates whether the form was created locally on the device (aka field) or from the server and pushed to the device.

 

The Refresh Col-Ent-Refresh_Button button in the right corner of the Data Forms page header allows the user to refresh the page without having to refresh the site or switch between Collect Enterprise pages (e.g., Data Forms to User Groups and back).

 

The Data Correction feature on the Data Forms page allows administrators to resubmit data using another Collect template.

 

 

Filter or Group

 

Each of the columns in the view window can be filtered alphabetically or chronologically. The mouse cursor changes from the default arrow to a pointer when hovering over selectable items on the Data Forms page.

 

The data forms can also be organized based on the categories in the Facility Code, Template, Format, Date,Created By, or Status columns. To organize the data forms, click the Group By selector button at the top of the page to open a drop-down menu and choose the desired column.

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The view will change when organizing the data forms to a file folder like setup.

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Each tab of the folders will display the values used from the column. If there is blank/unassigned category in the selected column the folder will display with a blank/empty tab. Clicking on each of the tabs will open that folder view to see the data forms available in that folder.

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Note: Once a column is chosen for folder sorting, it is removed from the columns that are viewed in the folders view, as the folder tabs now display the selected column values.

 

 

Search

 

The Search box can be used to filter the data forms. Type into the search field. The display of data forms will be limited to the search string.

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User Groups

 

The user group status shows which groups are currently assigned to the form. To change or add user groups, click in the user group column of the desired form. The Groups window opens showing all available user groups. Check the boxes for all desired user groups and select the OK button.

 

 

Uploaded

 

The Uploaded status provides the number of times the form was uploaded from Collect Mobile and displays the status of the form data upload to EQuIS through EDP as indicated by color.

Orange – The form is still processing.

Grey – The form was received but not yet sent to EDP.

Green – The form passed EDP checks and was sent to the database.

Red – The form did not upload successfully to the database (i.e., it was rejected by EDP). If this happens frequently due to data issues, consider adding other checks to the form template (e.g., using the Error attribute on form fields to ensure users can only enter valid data).

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Click the status bar of an individual form to view details of the uploading process in the Status/Download window.

Uploaded form - details

The upload details are described below.

Users – User who uploaded the form.

Status – Status of EDP submission, which matches the colors displayed on the Data Forms page. The Fail icon is displayed in red, the word Processing is orange, the word Pass is Green, and the word Received is Black.

DateTime – Date/time stamp of submission.

Actions – Select the drop-down menu to choose from the following actions:

Download Data Package – Download the raw data submitted from EQuIS Collect mobile app.

Download Data Package with Files – Download the raw data submitted from EQuIS Collect mobile app along with any attached files (e.g., photos).

Download EDD – Download the EDD (*.zip) file. This is generated by processing the submitted Collect form into the EDD format referenced in this form template’s data mappings.

Send to EDP – Shows if the form has been received but not yet pushed to EDP. Click here to submit to EDP.

Send to Remote EDP – If the form has been setup to send data to a remote EDP, click here to submit to the remove server. See Using Collect with EQuIS 6.x Databases for more information on Remote EDP.

Publish as New Form – This feature adds the ability to create a new form from the uploaded EDD. Click the icon in this column to open another dialog called Publish EDD. Use this dialog to create another form using the EDD. This new form will have data from the original EDD.

EDD Generation Log – For every EDD processed, a log is created. If EDP reports errors when processing the EDD, this log is useful to understand why the EDD failed. Select this action to download the EDD log.

 

Status

 

Forms are listed with one of three statuses:

Testing Col-Form_Status_Testing-Icon – Submitted forms cannot be pushed to EDP, but may have their raw form data or EDD downloaded.

Incomplete Col-Form_Status_Incomplete-Icon – Active form, which may receive future submissions. Submissions can be manually or automatically pushed to EDP.

Complete Col-Form_Status_Complete-Icon – Form is archived. This status is set by an Enterprise user by clicking the Testing or Incomplete status icon and confirming to mark the form as complete. The form is not visible on the Data Forms page unless the “Show Complete” check box on the page frame is enabled. The form will also be removed from the Forms list in the Collect mobile apps for end users. If a user recorded data on this form, it will remain visible until data are submitted to Enterprise.

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Note: Marking a data form as Complete sets ST_COLLECT_FILES.EDD_STATUS for the form to TRUE.

 

 

Any form with a Complete status can be changed back to an Incomplete status. Select the Show Complete check box to display all completed data forms. Find the desired data form and click on the Complete status icon. Move the selected data form back into the list by confirming to marking the form as Incomplete.