EQuIS Collect Enterprise

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EQuIS Collect Enterprise

The EQuIS Collect Enterprise dashboard is designed to help project managers organize and manage field work. A Collect dashboard is available after Collect Enterprise has been installed. Collect Enterprise is most effective when a dashboard is customized for each facility or facility group since the map view extent is ideally set for the facility geographical location. See the Dashboard Management article for details on customizing a Collect dashboard.

 

Ent_Collect_dashboard

 

Dashboard Interface

 

The EQuIS Collect Enterprise dashboard consists of a dashboard header and a side menu with six menu pages. Clicking on any of the menu pages, displays the page. Details for each menu page are provided in the associated help topics.

 

Collect_Enterprise_Menu_Options

 

Analytics – Built-in tools allow data managers to examine a variety of metrics, such as the number and location of users, submitted forms, completed forms, and status of Electronic Data Deliverables (EDDs).

 

Map – The Map feature allows for easy visualization of map extent, user information, and report access. The map extent can be specified for each dashboard and various map layers (ArcGIS standard) are available. Map layers can be easily created and managed to show and filter information on the map. Map layers also permit easy access to map report tags, reports, and user information. Report tags can be modified to display specific form information and location marker colors. The map feature also allows a filter by date range and facility.

 

Form Designer – The Form Designer allows for generating or modifying form templates. A library of standard form templates is available for download. Form templates can be built using no format or using an existing format (e.g., EDGE, EQEDD, etc.). The Form Designer has advanced features and logic (e.g., required, editable, visible, errors, persistence, and history). The column headers allow for easy form management and sorting. Form templates can be easily previewed using the preview mode.

 

Forms – Forms can be created in two ways from a form template: 1) Locally on the device using Collect Mobile or, 2) Directly on the server and sent to associated devices using Collect Mobile. Forms created locally will generate independent data and reports when pushed (uploaded to the server). Forms created on the server will combine all data and reports when pushed. The Forms page displays basic form information (e.g., name, facility, format, status, origin, etc.), ability to push data, and to view and download reports and EDDs.

 

User Groups – Create and manage groups of users involved in data collection. User groups will only have visible the form templates that have been assigned to the group.

 

Note: Only users assigned the Collect Role will be available to add to a User Group.

 

Reports – Manage and edit reports based on field data collection.