Edge Web User Guide V 4.5

Transcription

1 Edge Web User Guide V 4.5

2 Table of Contents 1. Introduction System Requirements REST API Working with Notes Working with Notebooks Working with Note Resources Working with Form Templates Working with Offline Maps Working with Users Working with User Groups Home Import License & User admin Dropbox Settings Server & Settings Integrations System Settings About Edge Change Password Logout Dashboard Recent Notes Recent TaskNotes Recent Notebooks Recent Maps Recent Forms Creating Maps Creating a Region Using Online Maps Creating Maps Using Import Option Importing Multiple Map Files Importing a Single Map File Creating Map Overlays Creating Forms Creating a New Form Creating the Form Elements Setting Properties for the Form Elements... 57

3 7.4. Setting Conditions for the Form Elements Setting Calculations Rearranging the Form Elements Deleting the Form Elements Saving the Form Viewing the Created Form Deleting the Created Form Creating a Cloned Form Creating a Form Using Import Option Creating Notebooks Create a Notebook Adding Maps, Map Overlays, and Forms to the Notebook Saving the Notebook Viewing the Created Notebook Creating Notes Creating Assigned Notes Adding Location to a Note Adding Resources to a Note Adding Forms to a Note Creating a Blank Note Creating a Cloned Note Unassigned notes Creating TaskNotes Creating a Tasknote View Maps View Map Overlays View Forms View Notebooks View Notes Notes - List View Notes - Map View View TaskNotes TaskNotes - List View TaskNotes - Map View

4 1. Introduction TerraGo Edge is a field data collection and geospatial collaboration solution that enables field workers to collect field data from a mobile device and synchronize location notes with the headquarters, sharing and collaborating the field information across the enterprise in real time. Here are some great features of TerraGo Edge: Custom forms for any industry, organization, or workflow Leverage online map services such as Esri, OpenStreetMaps, Google and Bing Real-time home screen to monitor field operations Dynamic notebooks for real-time syncing and sharing 2. System Requirements Operating Systems: Windows 7 or later Windows Server 2008 or later CentOS 6.5 or later Red Hat Enterprise Linux 6 or later Ubuntu or later OS X 10.5 or later Hardware Requirements: 1.2 GHz or faster processor At least 2GB of RAM At least 120GB hard drive Software Requirements: Java 7 or later Web Browsers: Firefox Chrome Safari Internet Explorer 10 or later

5 3. REST API The Edge REST API provides programmatic access to read and write Edge data. Users can create Notes, Notebooks, Offline Maps, etc. The REST API authenticates users with OAuth 2 with responses available in JSON. The full technical documentation of the Edge REST API is available in Swagger format. Authentication The Edge REST API requires authentication for use of all endpoints. Authentication is accomplished using OAuth 2 Password flow. An OAuth token is retrieved from the token endpoint using a valid username and password. This token should be provided with every request within the Authorization http header as Bearer <token>. General Operation Although every endpoint is unique, certain parameters and properties are common across some or all endpoints. The results of all list operations can be limited (i.e. for pagination) through the use of limit and offset parameters. All list operations may also be filtered and sorted using the appropriate fields. Please reference the swagger documentation for a list of which fields are available for filtering and sorting. All operations utilize semantic HTTP response codes. As such, care should be taken to evaluate the possible responses defined in the swagger documentation Working with Notes The primary data object within TerraGo Edge is the Edge note. A note contains a geospatial representation with advanced GPS metadata, temporal fields, name, description, attachments, and other metadata fields. When working with forms, the form data is embedded within the EdgeNote inside the formdef array. This is shown in greater detail within the EdgeNote schema in the swagger definition. Edge notes are immutable data objects and are never modified or destroyed. The Edge REST API has multiple methods for interacting with notes. All notes can be accessed via the /notes endpoint. Notes which are contained within a notebook may also be retrieved through the /notebooks/{notebookid}/notes endpoint. All of the following methods are available to either note endpoint. Note: All Edge notes are available through the /notes interface, regardless of notebook. This allows the resource to have a permanent URL for a note regardless of the notebook it resides in. Create Edge Notes are created by POSTing an Edge Note definition to the /notes endpoint. In response, the Edge REST API will return a 201 response with a record containing the note id which was created. Read Edge notes can be retrieved via a GET to the /notes endpoint, as well as through the /notebooks/{notebookid}/notes endpoint. Existing Edge Notes can be accessed through the /notes endpoint be appending the noteid as in /notes/ Performing an http GET on the Note in this manner will return the full note metadata.

6 Update In order to update a note, simply perform an http PUT request to the note resource URL. Keep in mind that as mentioned before, Notes are immutable and therefore a request to update a note is handled as the creation of a new instance of the note and a new noteid will be returned with every update request. Note: All changes to Edge Notes result in a newly created note which has references to all revisions of the note. Delete Sending a DELETE request to a note URL will delete the Note. However, since Edge Notes are immutable and therefore cannot be deleted, the note is merely marked as deleted internally to Edge, and will no longer show up in lists. The note is still accessible through its direct URL. Export Edge notes can be exported when the URL /rest/notes/export is called and the parameters passed. This gets the current list of notes in a zip file that is downloaded with the given file name and when extracted contains two folders named "notes" and "resources" where all the notes are exported in the specified format such as csv, kmz, pdf, shp, json, edge in the notes folder and all resources of the notes consolidated in the "resources folder. Polygon Intersect Current list of notes within a notebook can be retrieved via a GET to the URL /notebooks/{notebookid}/notes. Parameters bounds: This is a geospatial bounding box in WKT format. Currently only rectangle defined by the POLYGON primitive are supported. The parameter will need to be encoded with URL safe characters Example: POLYGON(( , , , )) 3.2. Working with Notebooks Edge Notebooks are a collection of resources (Edge Notes, quick notes, offline maps, form templates) which are associated with each other. It is considered a best practice to keep items related to a single project within a notebook. Create An Edge Notebook is created by POSTing an Edge Notebook definition to the /notebooks endpoint. The notebook definition should include collections referencing the base maps, quick note, user permissions, form templates and layers used within the notebook. In response, the Edge REST API will return a 201 response with a record containing the notebook id which was created. Read Edge notebooks can be retrieved via a GET to the /notebooks endpoint. The REST API will return a list of notebooks available which meet the requested criteria. In order to retrieve an individual notebook,

7 append the notebook id to the /notebooks endpoint, as in /notebooks/ If the notebook is quick note enabled, it returns the notebook's details along with quick note details and user or group access details. Update To update a notebook, send PUT request to the URL /rest/notebooks/{notebookid} Delete Sending a DELETE request to a notebook URL will delete the notebook. Export Edge notebooks can be exported when the URL /rest/notebooks/{notebookid}/export is called and the parameters passed with the types and notes specified. This gets the given notebook with all the notebook data such as the notes, resources, form templates, and offline maps in the specified format such as csv, kmz, pdf, shp, json, or edge Working with Note Resources Edge notes can have multiple attachment types. For media notes (image, audio, video), media resources must be added to the Edge server. Also, when working with forms, the media resources captured within a note must be added to Edge. Whenever an edge note is being added through the REST API, the resources must first be added, which will provide the resource id. This resource id must be used within the resourceref field in the Edge Note, or Edge form to reference the media resource. Create Edge resources are added by POSTing a resource to the appropriate endpoint (image, audio, video). In response to the POST request, the Edge REST API will return the unique identifier of the resource inside a 201 response. Read Edge resources can be retrieved by making a GET request to the /resources endpoint with the resource id appended. i.e. /resources/ Resources cannot be listed Working with Form Templates Edge form templates are a JSON representation of the form schema. They are found at the /formtemplates endpoint. Create Form templates are created by POSTing a form template definition to the /formtemplates endpoint. In response, the Edge REST API will return a 201 response with a record containing the template id which was created. Read Form templates can be retrieved via a GET to the /formtemplates endpoint. The REST API will return a list of form templates available which meet the requested criteria. In order to retrieve an individual form template, append the template id to the /formtemplates endpoint, as in /formtemplates/

8 Update To update a form template, send PUT request to the URL of the form template in question. Form templates can only be changed before they have been used. Once a form template is referenced by a note, it can t be changed and the server will respond with an error on an attempt to change the definition. In this case the form template should be recreated. Delete Sending a DELETE request to a form Template will delete the template. Templates are never actually deleted since they may be referenced by notes. Therefore, deleting a form template simply marks the template as deleted and hides it from lists Working with Offline Maps Edge allows users to store copies of maps which can be synced to mobile devices through notebooks. These maps are stored in the mbtiles format created by mapbox, Inc. Create Offline maps can be created by uploading an mbtiles file with a map name to the /offlinemaps endpoint. Upon successful creation, the Edge REST API returns a 201 response with the current unique map id. Read Offline map definitions can be retrieved via a GET to the /offlinemaps endpoint. The REST API will then return a list of offline maps definitions available which meet the requested criteria. In order to retrieve an individual offline map definition, append the map id to the /offlinemaps endpoint, as in /offlinemaps/ The raw mbtiles file can be retrieved by further appending/mbtiles to the URL, as in /offlinemaps/ /mbtiles Update Offline maps can be updated by calling an http PUT on the URL of the offline map resource. Offline maps can have a new mbtiles file uploaded, or the map name changed by this method. Delete Sending a DELETE request to an offline map will delete the map. Zoom levels Sending a Post request to the URL /offlinemaps/getzoomlevels returns the list of zoom levels for the given file. Request Inputs: o o file (mandatory) dpivalue (optional): by default, 150 is considered if user does not give any input. The REST API will return the minimum and maximum zoom along with the dpi used for the calculation, status code and status. Example: { "dpi": 150,

9 "maxzoom": 16, "minzoom": 13, "statuscode": 200, "status": "Ok" } Status code of 200 For a valid dpi value and file, it returns a status code of 200 and ok. Status code of 400 If the given dpi values are in incremental values of 50 above 100, it returns a status code of 400 (The request was improperly formatted) and a console message as Invalid DPI Values. Status code of 401 For an unauthenticated user, it returns a status code of 401 (The user is not currently authenticated. Status code of 406 For an invalid file, it returns a status code of 406 (Given file is not valid) and a console message as Only mbtiles, PDF or TIF file format allowed. Status code of 500 For a dummy pdf file, it returns a status code of 500 (Internal Serve Error/Bad GeoPDF/No GeoRegistration/Unable to process) and a console message as Bad GeoPDF/No GeoRegistration/Unable to process. Creation of a new offline map in the server Sending a Post request to the URL /rest/offlinemaps creates a new offline map in the server using zoom levels specified by the user Request Inputs: o file (mandatory) o mapname (mandatory) o zoomlevel o dpivalue (optional): by default, 150 is considered if user does not give any input. The REST API will create a new offline map in the server with the dpi value as 150. o Status code of 400 If the zoom levels given are not positive whole numbers above 0, it returns a status code of 400 (The request was improperly formatted) and a console message as Invalid zoom levels [0]. It should be positive whole numbers.

10 If the zoom level given by the user exceeds the difference between the Min and Max zoom level of the given file, it returns a 400 bad request (The request was improperly formatted) and a console message as Invalid zoom levels [x]. It should not exceed the difference value between the Min and Max zoom level. If the zoom level given by the user is a negative whole number, it returns a status code of 400 (The request was improperly formatted) and a console message as Invalid zoom levels [-x]. It should be positive whole numbers. If the given offline map name is already in the server, it returns a status code of 400 (The request was improperly formatted) and a console message as Given MapName [xxx] already exists Status code of 401 For an unauthenticated user, it returns a status code of 401 Status code of 406 For an invalid file, it returns a status code of 406 (Given file is not valid) Status code of 500 For a dummy pdf file, it returns a status code of 500 (Internal Serve Error/Bad GeoPDF/No GeoRegistration/Unable to process) 3.6. Working with Users The CURD user REST service allows you to create, read, update, and delete Edge users, user details, number of devices used by each user, and the device details. Create New users are added by POSTing a user to the URL /rest/users. In response to the POST request, the Edge REST API show a unique User ID. A new user is created using the given details with a device mapped to it. The corresponding mails with account, password and licensing details is sent to the user s mail ID. Read Current list of users and user details can be retrieved via a GET to the URL /rest/users/{userid}. The REST API will then return a current list of users and user details. Devices used by a user and device details can be retrieved via a GET to the URLs /{userid}/devices and /{userid}/devices/{deviceid} respectively. The REST API will then return a list of the devices used by each user and the device details. Update Details of an existing user can be updated by calling an http PUT on the URL /rest/users/{userid}. Delete Sending a DELETE request to a user will delete the user.

11 3.7. Working with User Groups Edge groups can be created and queried at this endpoint. All users have permission to query against the users collection, but only the admin may create or edit them. Create Groups are created by POSTing a user definition to the /groups endpoint. In response, the Edge REST API will return a 201 response with a record containing the group id that was created. Read Group definitions can be retrieved via a GET to the /groups endpoint. The REST API will then return a list of groups definitions available which meet the requested criteria. In order to retrieve an individual group definition, append the group id to the /groups endpoint, as in /groups/1234. Update Groups can be updated by calling an http PUT on the url of the group resource. Groups can have multiple attributes edited by this method, including group name and description. Delete Sending a DELETE request to a group will remove the user from Edge. 4. Home For detailed instructions on how to login, setup your server, add users, groups and devices, please refer to the Edge installation guide TerraGo Edge_Windows Instạ 1. In the Login screen, enter your Username and Password. 2. Click the Login button. Figure 1: Login

12 3. The home screen displays the recently created/updated Notes, TaskNotes, Notebooks, Maps and Forms. Figure 2: Home screen 4. Click on the following tabs on the tab bar on the top to view the corresponding pages: Home Notes TaskNotes Notebooks Offline maps Form templates 5. Click the refresh icon to refresh the data on the home screen. 6. The alert icon on the tab bar displays the progress of any ongoing map creation. 7. On the right corner of the tab bar is the Settings icon with the following options: 4.1. Import 1. Select the Import option to import files to create notes. Edge Files: Select this option to import Notes, TaskNotes, Notebooks, Maps, and Forms in MBTiles, edge or export format to the server.

13 Figure 3: Import Edge Files Bulk note creation: On the Bulk note creation tab, you can import multiple resources such as images, audios, and videos to create notes. The notes will be created in the notebook that you select. Figure 4: Bulk Note Creation Shapefile import: Any Shapefile that you import will be created as notes in the notebook that you specify. You will require the.shp,.shx, and.dbf files. You can either drag and drop the files or browse and locate the shape file to be imported. Select the notebook in which the notes should be created. Also, select the note layer for the notes. To specify the note name, you can select one of the following options and then click the Import button. o Default file name: The notes are created with the default name, based on the name of the shape files. o Select from shape file: Once you select this option, all the fields present in the shape file are displayed. You can select the fields, based on which the notes will be named. o Custom name: You can enter a custom name for the notes. The notes are named with a hyphen and a number added to the custom name that you enter. o FID: If you choose this option, the notes are named based on the fields in the shape file.

14 Figure 5: Import Shapefiles The notes that are created will contain the form template with the attributes from the shape file.

15 The map view will display the notes as point, polyline, or polygon. Figure 6: Notes in Map View You can make changes to the notes and then export the notes back to a Shapefile. The.shp,.shx, and.dbf files will be saved in a zip file.

16 Figure 7: Exporting as Shape Files Kml: Any KML (Keyhole Markup Language) file that you import will be created as notes in the notebook that you specify. You can either drag and drop the files or browse and locate the KML file to be imported. Select the notebook in which the notes should be created. Also, select the note layer for the notes. Click the Import button. Figure 8: Importing KML files GeoDatabase: When you import a geodatabase file, the notes will be created in the notebook that you specify. You can either drag and drop the files or browse and locate the geodatabase file to be imported.

17 Figure 9: Geodatabase Create a new notebook by selecting the + button or select the notebook in which the notes should be created. You can specify the note name using the following options: o Select from GeoDatabase: Once you select this option, all the feature classes present in the geodatabase file are displayed. You can select the feature class and then select the corresponding attribute. The note layer will be based on the feature class and the note name will be based on the attribute. Once you select the feature classes and the attributes, the number of notes and the form templates that will be created is displayed. Click the Import button.

18 o FID: If you choose this option, the notes are named based on the fields in the geodatabase.

19 o Default Name: The notes are created with the default name, based on the name of the geodatabase. o Custom Name: You can enter a custom name for the notes. The notes are named with a hyphen and a number added to the custom name that you enter.

20 Geopackage: You can import geopackage files and also geopdf files with single or multiple geopackages. When you import a geopdf or a geopackage file, the notes will be created in the notebook that you specify. You can either drag and drop the files or browse and locate the geodatabase file to be imported. Figure 10: Geopackage

21 When you select a geopdf file with multiple geopackages, select the geopackage file for which you want to create the notes and then click Continue. Figure 11: GeoPDF with multiple geopackages Create a new notebook by selecting the + button or select the notebook in which the notes should be created. You can specify the note name using the following options: o Select from GeoPackage: Once you select this option, all the feature classes present in the geopackage file are displayed. You can select the feature class and then select the corresponding attribute. The note layer will be based on the feature class and the note name will be based on the attribute. Once you select the feature classes and the attributes, the number of notes and the form templates that will be created is displayed. Click the Import button.

22 o FID: If you choose this option, the notes are named based on the fields in the geopackage.

23 o Default Name: The notes are created with the default name, based on the name of the geopackage. o Custom Name: You can enter a custom name for the notes. The notes are named with a hyphen and a number added to the custom name that you enter.

24 ArcGIS: You can now import files from ArcGIS online or Server. All the feature layers that are available in your ArcGIS account are made available for you to import. When you import a file, the notes will be created in the notebook that you specify. Figure 12: ArcGIS Create a new notebook by selecting the + button or select the notebook in which the notes should be created.

25 Select the feature layer. All the feature layers that are available in your ArcGIS account are made available for you to import. You can specify the note name using the following options: o Select from Feature Class: Once you select this option, all the feature classes present in the selected file are displayed. You can select the feature class and then select the corresponding attribute. The note layer will be based on the feature class and the note name will be based on the attribute. Once you select the feature classes and the attributes, the number of notes and the form templates that will be created is displayed. Click the Import button.

26 o FID: If you choose this option, the notes are named based on the fields in the map file. o Default Name: The notes are created with the default name, based on the name of the map file. o Custom Name: You can enter a custom name for the notes. The notes are named with a hyphen and a number added to the custom name that you enter.

27 The notes that are created will contain the form template with the attributes from the imported file. The map view will display the notes as point, polyline, or polygon.

28 You can make changes to the notes and then export the notebook back to ArcGIS. The notes that were created using the ArcGIS feature classes will be exported to the corresponding ArcGIS feature layer. For the notes that are created using Edge form templates, you can specify to which ArcGIS feature layer you want to export or create a new feature layer. Click Export. The changes that you made will be updated in ArcGIS License & User admin You can view the licensing information and existing user details here. You can add new users, new groups, enable mobile access, and renew/activate your license.

29 1. To add a user, enter the following details on the User Management tab: First Name, Last Name, User Name, Address, Password, and Confirm Password. 2. In the Group Access field, select the groups to which you want to add the user. To add the user to all the groups, select the Select all option. 3. Select the Enable Mobile Access checkbox if you want to provide mobile access to the user. 4. Click the Add User button. An is sent to the user with the password and server URL to access the application. Figure 13: Add New User 5. To add a new group, on the Group Management tab, enter the group name and click the Create button. 6. To add or remove users to the group, click the gear icon corresponding to the group that you want to modify and select the Edit option. 7. You can modify the group name and in the Users field, select the users that you want to add to the group. To add all the users to the group, select the Select all option. 8. To save the changes that you made, click the check mark button. 9. To delete a group, click the gear icon corresponding to the group and select the Delete option.

30 Figure 14: Edit group 10. Once you add the user, the User information & devices window opens as shown below: Figure 15: Add device to user 11. To add the devices that will be used by the user, click the Add device button. 12. Select the Device type and enter the Device name. 13. Select the Enable user locator checkbox if you want to track the location of the user. To disable the locator settings for the user, deselect the checkbox. 14. Click the Save Changes button. A licensing mail is sent to the registered mail ID with instructions for opening the Edge application in the ios devices (iphone, ipad). 15. To edit the user details, click the Settings icon corresponding to the user whose details you want to modify.

31 Figure 16: Modify User and Device Settings 16. To add devices to the user, click the icon corresponding to the user to whom you want to add devices. 17. The User information & devices window opens displaying the Server URL, Username, Authorization code, Device type, and Device name as shown below: 18. The (Number of) devices remaining indicates the number of devices that you can still add to the particular user. 19. Click the Add device button to add a device to the user. 20. The Authorization code, Server URL, and Username will enable the user to access the mobile devices offline. Figure 17: Add device

32 Figure 18: Online Status Note: When the user has enabled the settings to show his/her location, the status is displayed as online. If for any reason, the device data is not synced for more than 5 minutes, the status of the user will appear as offline. If the user chooses to hide his location on the device, the user s status is displayed as Deactivated in the map view. Figure 19: Offline Status Figure 20: Deactivated Status

33 4.3. Dropbox Settings Select this option to specify settings to share the notebooks, maps, and forms to the Dropbox Server & Settings Select this option to view and specify server and settings Integrations As an advanced user, you can now connect to ArcGIS Online or ArcGIS Server. If you are a standard user, you will be prompted to the Upgrade Request page where you can raise a request for an upgrade to advanced ESRI services. ArcGIS Online If you are an advanced user, in the ESRI option field, select the ArcGIS Online option. Specify your ESRI user name and password to integrate ESRI services with TerraGo Edge. Click Connect. Once connected, the connection status will be displayed as shown below. All the feature layers available on the ArcGIS online account of your account will be available for you to import into the Edge application. ArcGIS Server: To connect to ArcGIS server, in the ESRI option field, select the ArcGIS Server option. Enter the server address, username and password. Click Connect. You are now connected to the ArcGIS Server as shown below. All the feature layers available on the ArcGIS Server will be available for you to import into the Edge application.

34 4.6. System Settings You can specify the location, user locator, and measurement settings here. 1. Location services configuration: Poor location accuracy warning threshold: Specify the warning threshold in meters and centimeters, the value of which when exceeded but less than the restriction threshold, will display a warning to the user. For example, if the warning threshold is set at 5 meters and the restriction threshold is set at 10 meters, a warning message is displayed if the location accuracy is anywhere between 5 and 10 meters. Poor location accuracy restriction threshold: Specify the restriction threshold in meters and centimeters, the value of which when exceeded will restrict the user from capturing the location. For example, if the restriction threshold is set at 10 meters, a restriction message is displayed if the location accuracy exceeds 10 meters. Location information refresh rate: Specify the interval settings at which the location service providers will provide location data to the TerraGo App. Figure 21: Location services

35 2. User Locator: Select this option to show or hide your location on the map view to admin and other users or admin only. Click the On and Off buttons to enable or disable the user location settings. If selected On, the users locations are displayed in the map view of the notes and tasknotes and the device data is synced with the server based on the settings provided in the Location information refresh rate. When a user has enabled the settings to show his/her location, the status is displayed as online. If for any reason, the device data is not synced for more than 5 minutes, the status of the user will appear as offline on the map view. If the user chooses to hide his location on the device, the user s status is displayed as Deactivated in the map view. Note: Only if this option is enabled on, you can select or deselect the Show user locator checkbox in the map view for the users. Figure 22: User Locator 3. Unit of Measurement: Measurement type: This option will allow you to specify the type of measurement as Static or Dynamic. Static: In static mode, the measurement unit will remain the same as you specify in the distance units or area units, irrespective of the region that you are in. If you select Static, you can specify the distance units and area units as follows. Distance units: You can select the unit of the distance here. o o o o o Feet Miles Meters Kilometers Time Note: If you select the distance unit as Time and then create a polyline or polygon, the time taken to travel between two vertices is calculated by dividing the distance travelled by the user (meters) by average walking speed (5.0 kilometers per hour or about 3.1 miles per hour) Area units: You can select the unit of the area here. o o Square feet Square miles

36 o o o o Acres Square meters Square kilometers Hectares Figure 23: Measurement type - Static Dynamic: In dynamic mode, the measurement unit will change dynamically based on the region that you are in. You can still change the system of measurement to Metric or Imperial. The settings you make will take into effect, irrespective of the region based settings. Also, when you are measuring larger distances, the measurement unit will change after a particular distance. For example, if you have selected imperial system, distances less than 1320 feet will be displayed in feet after which in miles, areas less than square feet will be displayed in feet after which in square miles, and time will be displayed in minutes. Similarly, if you have selected metric system, distances less than 250 meters will be displayed in meters after which it will change to kilometers, areas less than square meters will be displayed in square meters after which in square kilometers, and time will be displayed in minutes. System of measurement: Select the system of measurement from the following options: o Metric o Imperial Figure 24: Measurement type - Dynamic 4. Data synchronization status reports: You can select the dates and click the Download button to download the data synchronization status reports of the last 20 days. These reports log the status of each step in the data synchronization process between the Edge web server and the Edge ios/android devices. The report is saved as a zip file in your local drive.

37 4.7. About Edge Click here to see the version number of TerraGo Edge installed in your computer and related documents such as the Terms of Use, End User License Agreement, Tech Support Request, FAQs, Getting Started Guide, Installation and User Guides, and list of third party software and libraries bundled with the TerraGo Edge web and ios clients Change Password You can reset your password here Logout Select this option to log out of the application. 5. Dashboard 5.1. Recent Notes 1. In the Notes section, you can view the last 4 notes that were recently updated or created with details such as Note Type, Note Name, Modified date and time, Created by, and Location. The date column displays your time zone. The quick notes that are sent from the devices are displayed with the specified note name and the time zone in which they were created. 2. Click the List view or Map view icons in the Notes section to view all the notes either in the list view or map view. 3. Click on the Create Note button in the Notes section to create a new note. You will be redirected to the Create Note page. 4. To view and modify a note, click on the note name. 5. A mini map displays the last four updated or created notes with the corresponding locations indicated with a pin marker or polygon. Figure 25: Recent Notes

38 5.2. Recent TaskNotes 1. In the TaskNotes section, you can view the last 4 TaskNotes that were recently updated or created with details such as tasknote type, tasknote name, due date, assigned, and status. The date column displays your time zone. The quick notes that are sent from the devices are displayed with the specified note name and the time zone in which they were created. 2. Click the List view or Map view icons in the TaskNotes section to view all the TaskNotes either in the list view or map view. 3. Click on the Create note button in the TaskNotes section to create a new note. You will be redirected to the Create Tasknote page. 4. To view and modify a tasknote, click on the tasknote name. 5. A mini map displays the last four updated or created TaskNotes with the corresponding locations indicated with a pin marker or polygon. Figure 26: Recent TaskNotes 5.3. Recent Notebooks 1. In the Notebooks section, you can view the last 4 notebooks that were recently updated or created with the notebook name. 2. Click the List view icon in the Notebooks section to view all the notebooks in the List view. 3. Click on the + icon in the Notebooks section to create a new notebook. You will be redirected to the Create Notebook page. 4. To view the assigned notes in a notebook, click on the notebook name. Figure 27: Recent Notebooks

39 5.4. Recent Maps 1. In the Offline Maps section, you can view the last 4 maps that were recently updated or created with the map name. 2. Click the List view icon in the Maps section to view all the maps in the List view. 3. Click on the + icon in the Maps section to create a new map. You will be redirected to the Create Map page. 4. To view a map, click on the map name. Figure 28: Recent Maps 5.5. Recent Forms 1. In the Form templates section, you can view the last 4 forms that were recently updated or created with the form name. 2. Click the List view icon in the Forms section to view all the forms in the List view. 3. Click on the + icon in the Forms section to create a new form. You will be redirected to the Create Form page. 4. To view and modify a form, click on the form name. Figure 29: Recent Forms 6. Creating Maps You can create maps in the following two ways: 1. Selecting a region from the online map. 2. Creating offline maps by importing PDF or TIF files Creating a Region Using Online Maps 1. Click the Create Map icon in the Maps section on the home screen.

40 Figure 30: Create a New Map 2. Select the base map over which you want to specify your location from the drop-down list. 3. Based on your selection, the corresponding base map is displayed. Figure 31: Select base map 4. Enter the location for which you want to create the map in the Search text field. 5. Select the area from the matching results displayed in the drop-down list.

41 6. Press Enter. Figure 32: Search Location 7. Select the Select Map Area button. Figure 33: Draw Map Area 8. Click and drag to draw a box selecting the location for which you want to create the map. 9. The location that you selected is displayed as shown above. 10. Enter the name for the map to be created in the New offline map name text field. 11. You can move the zoom slider to zoom in to get a close view of your map or zoom out to see more of the map at a reduced size. 12. Click the Save button to save the map.

42 Figure 34: Save the Map 13. The progress of the map creation is displayed in the Alerts tab as shown below. 14. You can click the Cancel button at any stage to stop the map creation. Figure 35: Map Creation Progress 15. Once the map is created successfully, the map is listed in maps page and also on the home screen.

43 Figure 36: Map - Home screen 6.2. Creating Maps Using Import Option Importing Multiple Map Files 1. In the Maps list view, click the Import button to upload the PDF, TIF, or GPKG file from your local drive. You can import geopdf files with single or multiple geopackages and also raster. When you import a geopdf file, the notes will be created in the notebook that you specify. You can browse and locate the geodatabase file to be imported. 2. The Import offline maps window opens. You can drag and drop the files or click the Select files button to select the PDF, TIF, or GPKG file.

44 Figure 37: Import map files 3. The files that you imported are now displayed. You can click the Select button to add more files. 4. Create a new notebook by selecting the + button or select the notebook in which the notes should be created. 5. You can specify the map name using the following options: File Name: The maps are created with the default name, based on the name of the map file. Custom Name: You can enter a custom name for the maps. The maps are named with a hyphen and a number added to the custom name that you enter. 6. Click the Import button.

45 Figure 38: Multiple map file import 7. The progress of the map creation is displayed in the Alerts tab as shown below. 8. You can click the Cancel button at any stage to stop the map creation. 9. Once the maps are created successfully, an alert message is displayed and you can view the maps in the map list view and also on the home screen. Figure 39: Maps created Importing a Single Map File 1. If you are importing a single file (pdf or gpkg), follow the steps given below.

46 2. In the Maps list view, click the Import button to upload the PDF, TIF, or GPKG file from your local drive. You can import geopdf files with single or multiple geopackages and also raster. When you import a geopdf file, the notes will be created in the notebook that you specify. You can browse and locate the geodatabase file to be imported. 3. The Import offline maps window opens. You can drag and drop the file or click the Select files button to select the PDF, TIF, or GPKG file. The files that you imported are now displayed. 4. Create a new notebook by selecting the + button or select the notebook in which the notes should be created. 5. Select the Import raster or Import map checkbox if you want the raster or map to be imported. 6. Select the checkbox corresponding to the layers that you want to be displayed in the selected map file. If you want to select all the layers, select the All option in the Select field. Click OK. 7. When you select a geopdf file with multiple geopackages, select the geopackage file that you want to import. 8. Based on the geopackage that you select, the corresponding feature classes are displayed. 9. Select the feature classes that should be imported. Click Done. Figure 40: Feature classes 10. You can specify the note name using the following options: Select from GeoPackage: Once you select this option, all the feature classes present in the geopackage file are displayed. You can select the feature class and then select the corresponding attribute. The note layer will be based on the feature class and the note name will be based on the attribute.

47 Figure 41: From Geopackage FID: If you choose this option, the notes are named based on the fields in the geopackage. Figure 42: Note names - FID Default Name: The notes are created with the default name, based on the name of the geopackage. Figure 43: Note names - Default Custom Name: You can enter a custom name for the notes. The notes are named with a hyphen and a number added to the custom name that you enter.

48 Figure 44: Note names - Custom 11. Click the Import button to save the selected layers for the map file. Figure 45: Import offline map

49 12. If your map file contains unsupported geometry types other than point, polyline, and polygon, an alert message is displayed as shown below. Such notes will be created without location information. Click Yes to continue. Figure 46: Warning message 13. Select the Select Map Area button. 14. Click and drag to draw a rectangle selecting the location for which you want to create the map. The area that you select should be inside the box as shown below: Note: If it is a raster file, you cannot change the map area that is imported from the file. Figure 47: Draw Map

50 Figure 48: Map - Raster 15. The Estimated map size field displays the size of the map that you selected. 16. After you select the area on the PDF file using the Select Map Area option, the map size changes dynamically, denoting the size of the map to be created. 17. You can move the zoom slider to zoom in to get a close view of your map or zoom out to see more of the map at a reduced size. 18. You can increase the quality of your map by adjusting the DPI value on the Map quality slider. 19. Enter the name for the map to be created in the New map name text field. 20. Click the Save button to save the map. 21. The notes are created in the Notebook that you specified. Figure 49: Notebook created 22. The progress of the map creation is displayed in the Alerts tab as shown below. 23. You can click the Cancel button at any stage to stop the map creation.

51 Figure 50: Map creation progress 24. Once the map is created successfully, an alert message is displayed and you can view the map in the map list view and also on the home screen. Figure 51: View Map 6.3. Creating Map Overlays 1. Click the Create Map icon in the Maps section on the home screen. 2. In the Maps page that opens, select the Map overlays tab.

52 Figure 52: Map Overlays 3. The page displays the list of map overlays. 4. To create a new map overlay, click the Add Overlay button. Figure 53: Creating a New Map Overlay 5. In the WMS URL field, enter the website address of a mapping service and click the Go button.

53 6. Select the map layer from the list displayed based on the mapping service that you select. 7. Enter the name and description for the map overlay. 8. In the Preview map field, select the map type. Note: The Esri layers will be available only if you have integrated your Esri account in Settings > Integration. 9. Click the Save button. 10. You can also create a Blank Overlay and Cloned Overlay from here by clicking the Create new button. 7. Creating Forms 7.1. Creating a New Form 1. Click the Create Form + icon in the Forms section on the home screen. 2. Click the New form template button on the Form templates page. Figure 54: Create a New Form 3. Enter the name for the form to be created in the Form name text field. 4. Enter the first few characters of the name of the category and select from the matching results displayed in the drop-down list. The form that you create will be listed under this category. 5. In the Form validation action field, you can specify the settings for the behavior of the required fields in the form from the following options:

54 No warning or restriction: If you select this option, a blue asterisk is displayed for each required field, but no action is required by the user even if the fields are not completed correctly, i.e. The user can save the form even without entering the required fields. Warning and allowed to save: If you select this option, a blue asterisk mark is displayed for each required field. An alert message will be displayed when the user presses Done, warning the user with a list of the required fields that are not completed. The user can ignore this warning and save the form even without entering the required fields. Restriction and not allowed to save: If you select this option, a blue asterisk mark is displayed for each required field. When the user presses Done, an alert message will be displayed warning the user with a list of the required fields that are not completed. The user cannot save the form until all the required fields are completed. 6. You can create the form template in the Create Form pane. The list of form elements that can be included in the form to be created are displayed in the Form elements pane. You can drag and drop these elements to the Create Form pane.

55 Figure 55: Create Form page 7.2. Creating the Form Elements 1. To create the form template, you can drag the following form elements from the Form elements pane to the Create Form pane: Organization o o Groups: Allows you to create a group of fields Text header: Allows you to create headers in the form Input o o o o Text Input: Allows you to create text fields Combo Box: Allows you to create a field with a list of dropdown options Checkbox: Allows you to create a field with checkbox options Radio Button: Allows you to create a field with radio button options

56 o o Number: Allows you to create number fields. These number fields can be used in calculation. Text Area: To create text areas Media o o o Image upload: Allows you to create image fields. You can specify the minimum and maximum number of images that can be attached. Video upload: Allows you to create video fields. You can specify the minimum and maximum number of videos that can be attached. Audio upload: Allows you to create audio fields. You can specify the minimum and maximum number of audios that can be attached. Advanced o o o o o o Currency: Allows you to create currency value fields. These currency fields can be used in calculation. Date: Allows you to create date fields Time: Allows you to create time fields Signature: Allows you to create signature fields where signatures can be uploaded Barcode / QR: Allows you to create barcode fields Calculation: Allows you to create calculation fields. You can click the Set Calculations button to specify the calculation elements including operators like +, -, x, /: 2. Once you drag and drop the elements in the Create Form pane, click on the Settings icon of the element for which you want to modify the attributes. Select the Repeatable check box if you want to make a field or field group as repeatable. 3. A + indicator button is displayed near the form element that you marked as repeatable. 4. You can view the details that you entered for the form elements in the Create Form pane. 5. Click the Save button to save the changes you made. 6. Click the Cancel button to discard any changes made for the form elements. 7. The form elements that you added will be displayed in the created form as shown below:

57 Figure 56: Repeatable fields in a form 7.3. Setting Properties for the Form Elements 1. When you click on the Settings icon of the element, the properties window opens as shown below: 2. In the properties window, you can provide the label name and description. Select the Show label checkbox to show or hide the label name. You can also specify if you want the field as mandatory or optional by selecting the Required checkbox. You can limit the number of characters by specifying the limit in the Maximum characters field. 3. For the Combo Box, Checkbox, and Radio button fields, you can specify the select options and dropdown list options in the Edit options field by adding one option per line.

58 Figure 57: Form Element Properties 7.4. Setting Conditions for the Form Elements 1. You can specify conditions to the form elements by selecting the Appear conditionally checkbox. 2. Then, select the Conditionals button to specify the conditions for the selected form element for which you want to set the conditions. 3. You can specify if you want the element to appear if any or all of the conditions that you set are met. 4. To add a condition, select the Add condition button. 5. To specify a condition, select the existing combo box, check box, or radio button element and specify the conditions such as if it equals, not equals, is greater than, or is lesser than the specified options. 6. Select the Save changes button to save the conditions that you specified, based on which the selected element will be displayed.

59 Figure 58: Setting Conditions

60 Figure 59: Condition-Set Form 7.5. Setting Calculations 1. You can specify calculations for a form element by selecting the Set calculations button. 2. To set a calculation, you can select the existing number and currency form elements including operators like +, -, x, and /. You can also custom numbers in the calculations. 3. Select the Add Variable button. 4. Select the existing number or currency form element or specify a custom number. 5. Now select the operators like +, -, x, and /. 6. Then select another existing number or currency form element or specify a custom number. 7. You can add more variables by selecting the Add Variable button. 8. Select the Save changes button to save the calculations that you specified, based on which the selected element will be displayed.

61 Figure 60: Setting Calculations Figure 61: Form template with Calculations and Conditions 7.6. Rearranging the Form Elements 1. Click on the element that you want to move and drag it to the area where you want it to be placed.

62 Figure 62: Click and Drag to move form elements 7.7. Deleting the Form Elements 1. In the Create Form page, click the form element that you want to delete. 2. In the properties window that opens, click the Delete icon. Figure 63: Delete a Form Element 7.8. Saving the Form 1. Click the Save button to save the form that you created.

63 Figure 64: Save the Form 7.9. Viewing the Created Form 1. You can view the form that you created in the Forms page. Figure 65: View Created Form Deleting the Created Form 1. To delete the form, click the Settings icon on the form that you want to delete. 2. Select the Delete option.

64 Figure 66: Delete Form Creating a Cloned Form 1. Click the Settings icon on the form that you want to clone. 2. Select the Clone option. All the form elements are copied to the new form from the existing form, except for the form name and category. 3. Enter a new name and category for the form. 4. Click the Save button Creating a Form Using Import Option 1. Click the Import button on the Form templates page. 2. In the Import Form Template window that opens, click the Upload button to upload the json file from your local drive. 3. Click the Submit button.

65 4. All the form elements from the json file are now displayed in the Create Form pane to the new form from the existing form, except for the form name and category. 5. Enter a new name and category for the form. 6. Click the Save button. 8. Creating Notebooks 8.1. Create a Notebook 1. Click the Create Notebook + icon in the Notebooks section on the home screen.

66 Figure 67: Create a New Notebook 2. Enter the name and description for the notebook to be created. Figure 68: Notebook Name & Description 8.2. Adding Maps, Map Overlays, and Forms to the Notebook 1. You can view the list of existing maps in the Offline maps section. 2. Select the check box corresponding to the maps that you want to attach to the notebook. You can attach multiple maps to the notebook. 3. To create a new map to be attached to the notebook, click the + icon in the Offline maps section.

67 Figure 69: Adding Maps 4. You can view the list of existing map overlays in the Map Overlays section. 5. Select the check box corresponding to the map overlays that you want to attach to the notebook. You can attach multiple map overlays to the notebook. 6. To create a new map overlay to be attached to the notebook, click the + icon in the Map Overlays section. Figure 70: Adding Map Overlays 7. You can view the list of existing forms in the Form templates section. 8. Select the check box corresponding to the forms that you want to attach to the notebook. You can attach multiple forms to the notebook. 9. To create a new form to be attached to the notebook, click the + icon in the Form templates section.

68 Figure 71: Adding Form Templates 10. If the Enable quick note form button is turned on, the ios and Android mobile users can create quick notes with the assigned form templates. 11. You can specify the settings for the quick note creation by selecting the form for the quick note in the Choose quick note form field. 12. In the Choose note name type field, you can specify the note name using the following options: o Default Name: The notes are created with the default name with the date and time. o Figure 72: Default name Custom Name: You can enter a custom name for the notes. The notes are named with the date and time added to the custom name that you enter.

69 o Figure 73: Custom name Form Name: If you choose this option, the notes are named based on the form name. o Figure 74: Form name Field name: If you choose this option, the notes are named based on the field name that you choose from the form.

70 Figure 75: Form field name 13. On the User access tab, you can provide and modify user access to the notebooks. By default, all users have access to a notebook. The Current access section displays as Everyone. This section will display the list of users who have access to the notebook. The Add access section displays the list of all users and groups. To provide access for a user, click the Add button corresponding to the user in the Add access section. The user is now displayed in the Current access section. 14. To create a new user or group, click the + icon in the User Access section. Figure 76: Adding User Access 8.3. Saving the Notebook 1. Click the Save button to save the notebook with the attached forms, maps, and map overlays.

71 Figure 77: Save Notebook 8.4. Viewing the Created Notebook 1. You can view the notebook that you created in the home screen. 2. The form that you created to be attached in the notebook is displayed in the Forms section on the home screen. Figure 78: Notebooks 9. Creating Notes You can create: Assigned notes Unassigned notes

72 The unassigned notes created inside the notebook will have the list of all the maps and forms available in the system, while the assigned notes created inside the notebook will only have the list of maps and forms assigned to the notebook it belongs to Creating Assigned Notes 1. To create an assigned note, click on the notebook for which you want to create a note. Figure 79: Notebooks 2. The page displays the list of available notes. The page will be empty if there is no note inside that notebook. Figure 80: Notes in a Notebook 3. To create a new note, click the New note button. 4. In the note screen that opens, there are three tabs: Basic Info, Location, and Task. 5. On the Basic Info tab, enter the name and a short description for the note in the Note name and Description fields. 6. In the Notebook field, select the notebook in which you want to create the note.

73 7. In the Note Layer field, select the note layer. To create and manage note layers, select the Gear icon. The Manage Note layers screen opens. To create a new note layer, select the Add Note layer button. To modify a note layer, make the required changes and select the Save icon. To delete a note layer, select the Delete icon. Select the Done button to return to the note creation screen. Figure 81: Manage note layers 8. You can add tags for the ease of identification. Multiple unique tags can be attached to a note.

74 Figure 82: Adding Note Details Adding Location to a Note You can add location to the note that you created by marking a location in the map area. On the Location tab, the Captured Location Info section displays the GPS metadata such as accuracy, altitude, number of satellites, etc. and also the measurements of the polylines or polygons that you mark on the map. 1. To search a location on the map, you can enter the location in the Search Map text field. The map displays the location that you searched. 2. Select the map and map overlay in the Maps and WMS overlays fields. 3. You can mark your location on the map as a point, polyline, or a polygon. Point: Select the Point icon and click at the location where you want to create a note. A pin marker is dropped at the location where you selected. Select Done. The coordinates for the point that you selected are displayed in the Captured location info section on the Location tab. If you want to change the location, select Change Location and select the Point icon to mark your location.

75 Figure 83: Mark your location - Point Line: Select the Line icon and click on the locations where you want. Once you double click at the last point, a line is created. Select Done. After you save the note, you can view the coordinates for the polyline that you created on the Location tab. If you want to change the location, select Change Location and select the Line icon to mark your location.

76 Figure 84: Mark your location Polyline Figure 85: Location information Polygon: Select the Polygon icon and start drawing the polygon shape on the map by clicking at various points. All the clicks that you make will be connected by a line and when you click on the first point, a polygon shape is created. Select Done. After you save the note, you can view the coordinates for the polygon that you created on the Location tab. If you want to change the location, select Change Location and select the Polygon icon to mark your location.

77 Figure 86: Mark your location Polygon Figure 87: Location information 4. The Description field will display the location that you entered in the Search Map field. You can modify this location description Adding Resources to a Note 1. You can add different and multiple resources to the note by clicking on the following icons in the Note attachment panel: Photo

78 Video Audio Form File Multiple Figure 88: Resource Types in a Note 2. When you do not make any resource attachments to the note, then the resource type of the note will be a text note, by default. 3. Photo: Select this icon to insert a picture in the note. In the file upload window, select the picture that you want to attach to the note and select Open. Click the Add button to attach another resource to the note.

79 The photo that you attached is now displayed. If you click on the photo name, the preview of the photo is displayed. To view the details and the location coordinates of the photo, select the metadata icon near the photo preview. The Photo metadata information opens. Figure 89: Photo attached in a note To view the details and the location coordinates of the photo, select the metadata icon near the photo preview. The Photo metadata information opens. The General tab displays information such as the date and time of the photo taken, model and make of the camera used, flash, and orientation of the image.

80 Figure 90: Photo - General details The GPS tab displays the location coordinates of the place the photo was taken. Click the close button to return to the note. Figure 91: Photo - GPS details Select the Remove button corresponding to the photo that you want to delete. 4. Video: Select this icon to insert a video in the note. In the file upload window, select the video that you want to attach to the note and select Open. Click the Add button to attach another resource to the note. The video that you attached is now displayed. If you click on the video name, the preview of the video is displayed, from where you can play and download the video.

81 Figure 92: Video attached in a note 5. Audio: Select this icon to insert an audio in the note. In the file upload window, select the audio that you want to attach to the note and select Open. Click the Add button to attach another resource to the note. The audio that you attached is now displayed. If you click on the audio name, the preview of the audio is displayed, from where you can play and download the audio. Figure 93: Audio attached in a note 6. Form: Select this icon to insert a form in the note. You can attach multiple forms to the note.

82 Figure 94: Select form The Forms screen opens displaying all the available forms based on the form category. Select a form and select the Select Form button. Enter the required details and select the Done button. The form is now attached to the note. Click the Add button to attach another resource to the note. Figure 95: Entering form details To export the form that you attached as a PDF file, select the Export button. The form details are now exported to a PDF.

83 Figure 96: Form PDF 7. File: Select this icon to attach files of any type, such as documents, PDFs, etc. to the note. In the Open screen that opens, select the file that you want to add to the note and select the Open button. The file that you attached is now displayed. Click the Add button to attach another resource to the note. Figure 97: File attachments 8. Multi: Select this icon to attach multiple resources, such as images, audios and videos to the note.

84 In the multiupload screen that opens, you can add multiple files such as images, audios and videos to the note. Select the Export button to save the attachments that you made as a PDF file. The preview is displayed. Select the Share icon to share the PDF file through mail. Select the Done button to return to the note. The files that you uploaded will now be attached to the note. Figure 98: Multiple Resources in a Note Adding Forms to a Note 1. To create a form note, click the Attach Form icon. 2. The Select Form window displays the list of available forms. 5. Select the form that you want to attach to the note and click the Select Form button. Figure 99: Adding Form to a Note 6. Enter the required details in the form. 7. To attach a signature, click the Upload button and upload the signature file in.jpg format.

85 8. Click the Done button to save the form details and return to the note. The form is now attached to the note. 9. You can attach multiple forms to a note. To add another form, click the + Add form button in the Forms section. 10. You can export the form details that you entered to a PDF document. To export to a PDF, click the Export button. The form details will be saved as a PDF document. Figure 100: Form Details in a Note 3. Click the Save button to save the created note. The note that you created is now saved in the notebook that you selected.

86 Figure 101: Form attached in note 9.2. Creating a Blank Note 1. Click the note that you want to view. The note opens as shown below with the Create new button on the top right corner of the screen. 2. Select the Blank option from the dropdown list. You can now create another note. 3. Once you create and save the note, you can edit the note by clicking on the note in the list view. Any changes you make to the note are saved as note revisions and not overwrittten to the exisiting note. 4. To view the changes made in a version, select the version that you want to view from the note revision dropdown list.

87 Figure 102: Create Blank Note 9.3. Creating a Cloned Note 1. Click the Create New button and select the Cloned option from the dropdown list. 2. The window opens displaying all the information from the previously saved note such as note name, description, tags, and layer if applicable, except for the resource type. Figure 103: Create Cloned Note

88 3. You can now enter the note name and add resources or location. 4. Click the Save button to save the note. 5. Using the Clone options, you can create multiple notes with the same information but with different resources attached to the note. 6. All the notes that you created are listed with the layer name that you selected as shown below: Figure 104: Notes in a Notebook 9.4. Unassigned notes 1. To create an unassigned note, click the Create note icon in the Notes section on the home screen. Figure 105: Create New Note - Notes section on Home screen -or-

89 Click the New note button in the notes page. Figure 106: Create New Note - Notes page You can view the unassigned notes that you created in the list view page and the Notes section on the home screen. 10. Creating TaskNotes Creating a Tasknote 1. Click the Create Tasknote icon in the TaskNotes section on the home screen. Figure 107: Create TaskNote from Home 2. Creating a tasknote is similar to note creation. On the Task tab, the Make TaskNote checkbox is enabled by default.

90 Figure 108: Creating tasknote 3. In the Assign to field, select the user to who you want to assign the task. Note: Once you assign the task, a notification is displayed in the device which is logged in by the assigned user. When the user clicks the notification and if the device already has the task note, the Task note tab of the particular note opens. If the Task Note is not yet downloaded in the device, the following alert message is displayed: The task note is assigned to this Notebook. This Notebook has not been downloaded yet. Would you like to get it? Once the user clicks 'Download', the Notebook is and the downloaded task note in the Notebook is highlighted with the Notes list focused to it.

91 Figure 109: Save TaskNote 4. In the Status field, select the status of the task from the following options: In progress Completed 5. In the Due Date field, select the due date for the task. 6. In the Note type section, add the resources that you want to attach to the note. You can attach multiple resources to the note by clicking the Attach Multiple icon. 7. You can also create blank and cloned tasknotes by clicking the Create new button. 8. You can view the tasknote that you created in the home screen section and also in the TaskNotes page.

92 Figure 110: View TaskNotes 11. View Maps 1. On the tab bar, select the Offline maps tab. 2. The Offline maps list view page displays the list of maps with the map name, creator, and creation date with timestamp details. 3. To create a new map, click on the New Offline map button. You will be directed to the Create Map page. 4. The Settings icon on the map enables you to share and delete the map. Share: Select this option to share the map with other users. Enter the addresses of the people you want to share the map with. Attach: Select this option to attach the map to multiple notebooks. In the Update selected notebooks window that opens, you can select the checkbox corresponding to the notebooks to which you want to attach the map. Click the Select All link to select all the notebooks. You can search for a notebook by entering your queries In the Search notebooks field. Delete: Select this option to delete the selected map. Click the Yes button in the confirmation dialog box.

93 Figure 111: Map Settings Figure 112: Attach map to multiple notebooks 5. To view the map, click on the map name. 6. In the Sort by field, specify the parameters from the following options, based on which the maps will be displayed: Title Created date Created by 7. In the Search field, enter the name of the map that you want to view. 8. You can filter the records based on the date of creation and also based on the user who created it.

94 Figure 113: Maps List View 9. In the View field, you can specify the number of maps to be listed on a page, such as 15, 25, or To share or delete multiple maps, click the Select Multiple link, select the maps, and then click on the delete or share icons. 11. The pagination bar on the bottom right of the page enables you to navigate between the available pages. Figure 114: Maps Select Multiple 12. View Map Overlays 1. On the tab bar, select the Offline maps tab. 2. The Offline maps page opens to display the list of maps. 3. Select the Map Overlays tab. 4. The page displays the list of overlays with the overlay Title, Created from, Type, and Created date. 5. Click on the overlay title to view the map overlay.

95 6. To create a new map overlay, click on the Add Overlay button. You will be directed to the New Map Overlay page. 7. The Settings icon on the map enables you to share and delete the map. Share: Select this option to share the overlay with other users. Enter the addresses of the people you want to share the form with. Delete: Select this option to delete the selected overlay. Click the Yes button in the confirmation dialog box. Figure 115: Map Overlays 8. In the Sort by field, specify the parameters from the following options, based on which the forms will be displayed: Title Created date Created by 9. In the Search field, enter the name of the overlay that you want to view. 10. You can filter the records based on the date of creation and also based on the user who created it. 11. In the View field, you can specify the number of overlays to be listed on a page, such as 15, 25, or To share or delete multiple overlays, click the Select Multiple link, select the overlays, and then click on the delete or share icons. 13. The pagination bar on the bottom right of the page enables you to navigate between the available pages.

96 Figure 116: Map Overlays Select Multiple 13. View Forms 1. On the tab bar, select the Form templates tab. 2. The Form templates list view page displays the list of forms sorted under categories, with the form name, created by and modified timestamp details. 3. To create a new form, click on the New form template button. You will be directed to the Create Form page. 4. Click the Import button to create a new form template by importing a json file. 5. The Settings icon on the form enables you to edit, attach, clone, share, export, and delete the form. Edit: Select this option to edit the form. Attach: Select this option to attach the form to multiple notebooks. In the Update selected notebooks window that opens, you can select the checkbox corresponding to the notebooks to which you want to attach the form. Click the Select All link to select all the notebooks. You can search for a notebook by entering your queries In the Search notebooks field. Clone: Select this option to clone the form. All the form details are copied to the new form from the existing form except for the form name and category. Share: Select this option to share the form with other users. Enter the addresses of the people you want to share the form with. Export: Select this option to export the form in JSON format. Delete: Select this option to delete the selected form. Click the Yes button in the confirmation dialog box.

97 Figure 117: Form settings Figure 118: Attach form to multiple notebooks 6. Click on the form name to view or modify the form details. 7. In the Sort by field, specify the parameters from the following options, based on which the forms will be displayed: Last Modified Form Name Category Created by 8. In the Search field, enter the name of the form that you want to view. 9. You can filter the records based on the date of creation and also based on the user who created it.

98 Figure 119: Forms List View 10. In the View field, you can specify the number of forms to be listed on a page, such as 15, 25, or 50. Figure 120: Forms Select Multiple 11. To share or delete multiple forms, click the Select Multiple link, select the forms, and then click on the delete or share icons. 12. The pagination bar on the bottom right of the page enables you to navigate between the available pages. 14. View Notebooks 1. On the tab bar, select the Notebooks tab. 2. The Notebooks list view page displays the list of notebooks with the notebook name, count of notes inside, created by and modified timestamp details. 3. To create a new notebook, click on the New Notebook button. You will be directed to the Create Notebook page.

99 Figure 121: Notebooks List View 4. The Settings icon on the notebook enables you to edit, share, export, and delete the notebook. Edit: Select this option to edit the notebook. Share: Select this option to share the notebook with other users. Enter the addresses of the people you want to share the notebook with. Figure 122: Export Export: Select this option to export the selected notebook in the pdf, csv, json, kml, kmz, filegeodb, geopackage, ArcGIS Online or Server, or Shapefile format. Select the format, enter a file name, and click the Download button to download the note in the format you selected. In the filegeodb, geopackage, or Shapefile format, you can select if you want to include all the note data or only the location and form data. If you want to export to ArcGIS Online or Server, select the option and click the Export button.

100 The notes that were created using the ArcGIS feature classes will be exported to the corresponding ArcGIS feature layer. For the notes that are created using Edge form templates, you can specify to which ArcGIS feature layer you want to export or create a new feature layer. Click Export. The data will now be exported to ArcGIS. Once exported, the status of the export is displayed. Figure 123: ArcGIS Export Delete: Select this option to delete the selected notebook. Click the Yes button in the confirmation dialog box. 5. Click on the notebook name to view and edit the notes in the notebook. 6. In the Sort by field, specify the parameters from the following options, based on which the notebooks will be displayed: Last Modified Notebook name Number of notes Created by

101 Figure 124: Notebooks Select Multiple 7. In the Search field, enter the name of the notebook that you want to view. 8. You can filter the records based on the date of creation and also based on the user who created it. 9. In the View field, you can specify the number of notebooks to be listed on a page, such as 15, 25, or To share or delete multiple notebooks, click the Select Multiple link, select the notebooks, and then click on the delete or share icons. 11. The pagination bar on the bottom right of the page enables you to navigate between the available pages. 15. View Notes Notes - List View 1. On the tab bar, select the Notes tab. -or- In the Notes section on the home screen, select the list view icon. 2. The Notes list view page displays the list of notes with the note type, note name, layer name, modified date, task, created by, and location description details. You can view only the notebooks that you have been granted access to. 3. For the notes that are TaskNotes, a green tick mark is displayed. 4. To create a new note, click on the New Note button. You will be directed to the Create Note page. 5. Click the drop icon on the right side of the page near the list view icon to go to the map view of the notes. You can draw a polygon or polyline or use the drop icon to select the location that you want to mark, and then click on the Create or New note button to create a note for the selected location. 6. The Settings icon on the note enables you to share, move, export, and delete the notes.

102 Share: Select this option to share the note with other users. Enter the addresses of the people you want to share the note with. Change Notebook: Select this option to move the note between two notebooks. Export: Select this option to export the selected note in the pdf, csv, json, kml, or Shapefile format. Select the format, enter a file name, and click the Download button to download the note in the format you selected. Delete: Select this option to delete the selected note. Click the Yes button in the confirmation dialog box. Figure 125: Notes List View 7. Click on the note name to view or edit the note. The note opens in edit mode. Any changes you make to the note are saved as note revisions and not overwrittten to the exisiting note. To view the changes made in a version, select the version that you want to view from the note revision dropdown list. 8. In the Sort by field, specify the parameters from the following options, based on which the notes will be displayed: Last modified Note name Location Note type Layer name Created by 9. To search for a note, enter the name of the note that you want to view in the Search field.

103 10. You can filter the records based on the date of creation and also based on the user who created it. 11. You can filter the notes based on Note type, modified date, note layer name, created by, and location. 12. In the View field, you can specify the number of notes to be listed on a page, such as 12, 20, or To move, export, share, or delete multiple notes, click the Select Multiple link and from the dropdown list, select one of the following options, and select the checkbox: Current page only All the notes in the current page will be selected All pages All the notes will be selected Clear all The notes selection that you made will be cleared 14. Once you select the notes, you can move, export, share, or delete them. 15. To select a note, select the checkbox corresponding to the note that you want to select. 16. The pagination bar on the bottom right of the page enables you to navigate between the available pages. Figure 126: Notes - Select Multiple Notes - Map View 1. On the tab bar, select the Notes tab. The Notes list view page opens. 2. Select the map view icon on the top right corner of the page.

104 Figure 127: Selecting Notes map view 3. The Notes map view page opens displaying all the notes as shown below: Figure 128: Notes Map View 4. To view the polygons, lines, and note clusters, select the corresponding checkbox. 5. To view the users location, select the User locator checkbox. All the online users are now displayed. Note: This checkbox will be available only if the user locator settings are enabled in the System settings. 6. To view the distance of the lines or the area of the polygons that you draw, select the Measurements checkbox. The measurement units will be displayed based on the settings that you specified in System settings. 7. Click the settings icon to specify the measurement display options as follows: Single line segment length: This option will allow you to measure the length of a single line Total line segment length: This option will allow you to measure the total length of a line

105 Polygon area: This option will allow you to measure the area of a polygon that you draw Polygon perimeter: This option will allow you to measure the perimeter of a polygon that you draw. 8. A blue icon represents an online user, a gray one represents the offline status of the user, and a gray icon with a red checkmark on it indicates that the location settings are disabled in the user s device. 9. To view the user details, click on the user icon on the map. A popup window opens displaying the user s name, status, and last tracked date and time. You can click on the filter icon to filter the notes created by the selected user and on the tasknote icon to create a new tasknote with the note assigned to the user that you selected. 10. To view the note details, click on the pin marker on the map. A popup window opens displaying the details of the note. You can move, export and delete the notes. 11. To export a note, click the Export icon. In the export popup window that opens, select the format, enter a file name, and click the Download button to download the note in the format you selected. 12. To delete a note, click the Delete icon. Figure 129: Note Details 13. To move a note, click the Move icon in the note details popup window. Select the Polygon, Line, or Pin icon and click or draw at the point where you want to create the note. A new notes popup window opens displaying the coordinate of the location that you selected. Click the Finish button.

106 Figure 130: Moving a Note 14. To move, export and delete multiple notes, click on the cluster icon. The Multiple Notes popup window opens displaying the details of all the notes. You can select the checkbox corresponding to the notes that you want and click the Move, Export, or Delete icons. Figure 131: Multiple Notes 15. You can select the map layer and the map overlay, over which you want to view the notes. 16. You can use the zoom bar to zoom in or zoom out of the map. 17. The panning controller enables you to pan over the displayed map layer with the notes. 18. To view a certain location on the map, enter the location name in the Search Map field and press Enter.

107 19. To search for a note, enter the name of the note that you want to view in the Search field. 20. You can filter the notes based on the attachments, date range, note layers, users, and location. 21. You can click on the list and map view icons to toggle between the view screens. 22. To create a new note, click on the New Note button. You will be directed to the Create Note page. 23. You can also create a note from the map by using the Point, Line, or Polygon options. Point: Select the Point icon to select the drop mode and click at the location that you want to mark. A popup window opens displaying the location coordinates and a Create button. Now, click on the Create button to create a note for the selected location. You will be redirected to the Create Note screen. Figure 132: Creating Note Using Point Polyline: Select the Polyline icon and click on the locations where you want to create a polyline. Once you create a line, double click at a point. A popup window opens displaying the location coordinates and a New note button. Now, select the New note button to create a note for the selected location. You will be redirected to the Create Note screen.

108 Figure 133: Creating Note Using Polyline Polygon: Select the Polygon icon and start drawing the polygon shape on the map. All the clicks that you make will be connected by a line. When you click on the first point or double click at a point, a polygon shape is created and a popup window opens displaying the location coordinates and a New Note button. Now, click the New note button to create a new note. You will be redirected to the Create Note screen. Figure 134: Creating Note Using Polygon

109 16. View TaskNotes TaskNotes - List View 1. On the tab bar, select the TaskNotes tab. -or- In the TaskNotes section on the home screen, select the list view icon. 2. The TaskNotes list view page displays the list of TaskNotes with the tasknote type, tasknote name, name, layer name, modified date, task, created by, and location description details. 3. For the notes that are TaskNotes, a green tick mark is displayed in the Task column. 4. To create a new note, click on the New Tasknote button. You will be directed to the Create Note page with a tick mark in the Make Tasknote check box. Figure 135: Tasknotes List View 5. The Settings icon on the tasknote enables you to edit, share, move, export, and delete the notes. Share: Select this option to share the note with other users. Enter the addresses of the people you want to share the note with. Change Notebook: Select this option to move the note between two notebooks. Export: Select this option to export the selected note in the pdf, csv, json, kml, or Shapefile format. Select the format, enter a file name, and click the Download button to download the note in the format you selected. Delete: Select this option to delete the selected note. Click the Yes button in the confirmation dialog box.

110 6. To view or modify the tasknote, click on the tasknote title. The tasknote opens in edit mode. Any changes you make to the tasknote are saved as tasknote revisions and not overwrittten to the exisiting tasknote. To view the changes made in a version, select the version that you want to view from the tasknote revision dropdown list. 7. In the Sort by field, specify the parameters from the following options, based on which the TaskNotes will be displayed: Last modified Tasknote name Location Tasknote type Layer name Created by 8. To search for a tasknote, enter the name of the tasknote that you want to view in the Search field. 9. You can filter the tasknotes based on the note type, modified date, note layer name, created by, and location. 10. In the View field, you can specify the number of notebooks to be listed on a page, such as 12, 20, or To move, export, share, or delete multiple tasknotes, click the Select Multiple link and from the dropdown list, select one of the following options, and select the checkbox: Current page only All the notes in the current page will be selected All pages All the notes will be selected Clear all The notes selection that you made will be cleared 12. Once you select the tasknotes, you can move, export, share, or delete them. 13. To select a note, select the checkbox corresponding to the note that you want to select.

111 Figure 136: Tasknotes - Select Multiple 14. The pagination bar on the bottom right of the page enables you to navigate between the available pages TaskNotes - Map View 1. On the tab bar, select the TaskNotes tab. The TaskNotes list view page opens. 2. Select the map view icon on the top right corner of the page. Figure 137: Selecting TaskNotes Map View 3. The TaskNotes map view page opens displaying all the notes as shown below: 4. To view the polygons, lines, and note clusters, select the corresponding check box. 5. To view the users location, select the Show user locator checkbox. All the online users are now displayed. Note: This checkbox will be available only if the user locator settings are enabled in the System settings.

112 15. To view the distance of the lines or the area of the polygons that you draw, select the Measurements checkbox. The measurement units will be displayed based on the settings that you specified in System settings. 16. Click the settings icon to specify the measurement display options as follows: Single line segment length: This option will allow you to measure the length of a single line Total line segment length: This option will allow you to measure the total length of a line Polygon area: This option will allow you to measure the area of a polygon that you draw Polygon perimeter: This option will allow you to measure the perimeter of a polygon that you draw. Figure 138: TaskNotes Map View 17. A blue icon represents an online user, a gray one represents the offline status of the user, and a gray icon with a red checkmark on it indicates that the location settings are disabled in the user s device. 18. To view the user details, click on the user icon on the map. A popup window opens displaying the user s name, status, and last tracked date and time. You can click on the filter icon to filter the notes created by the selected user and on the tasknote icon to create a new tasknote with the note assigned to the user that you selected. 19. To view the note details, click on the pin marker on the map. A popup window opens displaying the details of the note. You can move, export and delete the notes. 20. To export a note, click the Export icon. In the export popup window that opens, select the format, enter a file name, and click the Download button to download the note in the format you selected.

113 Figure 139: Note Details 21. To move a note, click the Move icon in the note details popup window. Select the Polygon, Line, or Pin icon and click or draw at the point where you want to create the note. A new notes popup window opens displaying the coordinate of the location that you selected. Click the Finish button. Figure 140: Moving a Note 22. To move, export and delete multiple notes, click on the cluster icon. The Multiple Notes popup window opens displaying the details of all the notes. You can select the checkbox corresponding to the notes that you want and click the Move, Export, or Delete icons.

114 Figure 141: Multiple Notes 6. You can select the map layer and the map overlay, over which you want to view the tasknotes. 7. You can use the zoom bar to zoom in or zoom out of the map. 8. The panning controller enables you to pan over the displayed map layer with the notes. 9. To view a certain location on the map, enter the location name in the Search Map field and press Enter. 10. To search for a note, enter the name of the note that you want to view in the Search field. 11. You can filter the notes based on the note type, modified date, note layer name, created by, and location. 12. You can click on the list and map view icons to toggle between the view screens. 13. To create a new tasknote, click on the New Tasknote button. You will be directed to the Create Note page. 14. You can also create a tasknote from the map by using the Point, Polyline, or Polygon options. Point: Select the Point icon to select the drop mode and click at the location that you want to mark. A popup window opens displaying the location coordinates and a Create button. Now, click on the Create button to create a note for the selected location. You will be redirected to the Create Note screen.

115 Figure 142: Creating Note Using Point Polyline: Select the Polyline icon and click on the locations where you want to create a polyline. Once you create a line, double click at a point. A popup window opens displaying the location coordinates and a New note button. Now, select the New note button to create a note for the selected location. You will be redirected to the Create Note screen. Figure 143: Creating Note Using Polyline Polygon: Select the Polygon icon and start drawing the polygon shape on the map. All the clicks that you make will be connected by a line. When you click on the first point or double click at a point, a polygon shape is created and a popup window opens displaying the

116 location coordinates and a New Note button. Now, click the New note button to create a new note. You will be redirected to the Create Note screen. Figure 144: Creating Note Using Polygon