Create Groups for Custom Activity Lists

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EQuIS 7  >>  EDGE > Configuration >

Create Groups for Custom Activity Lists

EDGE facilitates the creation of custom activity lists which accommodate various data collection needs, such as well inspections or flora/fauna surveys.

 

This option requires entering the data into several EQuIS database tables, then, following instructions provided in the Create a Reference Values File (.rvf) article, build the reference values file for your project.  Please note that this setup can also be accomplished using the Sample Planning Module (SPM) Activities Manager.

 

Automated Configuration Format (recommended)

 

1.Open the EDGE_ConfigurationEDDexample.xlsx found in the EDGE folder > Configuration Formats in Excel.

2.In the appropriate sheets, create activity group codes as desired, using the example texts as a guide. A list of valid entries in an activity's "remark" is found in the Values Chart below.

3.Delete the example activity groups and members.

4.Save the EDD.

5.Open EDP.

6.Click Format and navigate to the EDGE_Configuration.xsd format found in .\EDGE\Configuration Formats\.

7.Open the EDD just created.

8.Resolve any errors (some fields may need to be deleted if they are not needed).

9.Create, then Insert and Update the EDD into Professional. The format will map the data into each required table, including creating a row for "spm_activity" in ST_GROUP_TYPE, if one does not already exist.

10.Create a Reference Values File (.rvf) containing the new activities as explained in the Create Reference Values article mentioned previously.

 

Manual Data Entry (for historical documentation)

 

To enter the data manually, follow these steps below.

 

NOTE: to set up facility parameters, substitute the following:

RT_LOCATION_PARAM_TYPE → RT_FACILITY_PARAM_TYPE

SPM_ACTIVITY → FACILITY_PARAMETER

 

Populate EQuIS tables from Professional:

 

1.Launch EQuIS Professional.

2.Connect to the database and facility where the Reference Values for the site are stored.

3.Add a row to the ST_GROUP_TYPE table and enter “spm_activity” in the GROUP_TYPE field.

4.Add rows in RT_LOCATION_PARAM_TYPE for each parameter to be measured or observed during the Activity. The PARAM_DESC will be displayed in EDGE when the Activity Form is selected. For example, for a Well Inspection activity, the following might be entered:

 

25040-CreateGroups

 

5.Add a row to RT_GROUP and enter:

a.GROUP_CODE = a code for the Activity Form group.

b.GROUP_TYPE = “SPM_ACTIVITY”.

c.GROUP_DESC = the description, which will be displayed in the Activity Form drop-down list in EDGE.

 

25040-RTGroup

 

6. Add a row to RT_GROUP_MEMBER for each row added to RT_LOCATION_PARAM_TYPE above and enter:

a.GROUP_CODE = the code for the Activity Form group entered above

b.MEMBER_CODE = PARAM_CODE from RT_LOCATION_PARAM_TYPE

c.MEMBER_TYPE = “spm_activity”

d.REMARK = choose from a number of data types (see chart below) and/or the name of an Enumeration.

 

Value in Remark

Behavior in EDGE

EDGE_Text (or leave blank)

Expects text entries up to 255 characters in length

EDGE_Integer

Expects integer values (1, 2, 3, 4, etc.)

EDGE_Decimal

Will display a numeric data input screen when Touch UI is enabled

EDGE_Date

Expects date values, pulls up a calendar chooser when selected

EDGE_Time

Expects time values (in 24-hour format)

EDGE_DateTime

Expects date/time input

EDGE_Label

Makes an activity appear on the form as a label, with no entry expected. To make it a white space (blank line), enter a space in the description

List Name from the enumeration

Uses the named enumeration list as the source of the field's valid values supplied in drop-down

 

e.See example below to understand how to populate rt_group_member.

 

25040-rt_group_member_example

 

7.After the data have been imported, create (or re-create) a Reference Values file as explained in the Reference Values article mentioned previously in this article. 

8.Copy the RVF into the EDGE format folder. When an Activity group is added for a given Location in EDGE, a row will be created for each group member.