With the
Project Setup
application
you can view, enter or edit project records
for a group.
A project is a way of organizing data collection and
treatment records.
Within the Weed Manager system,
the assumption is that every record will be associated
with a project.
Many of the fields in a project record are designed for the
convenience of using the Observer Pro phone application.
In Observer Pro,
all data for each of your group's projects
is loaded onto the phone each time you do a REFRESH,
including the plant list, center point, and historical records.
When using Observer Pro, you can easily switch
between projects.
Fields
Group
This is a drop down of all the groups with projects to which you belong.
Choose the pertinent group.
Project
Once you have selected an group, this drop down shows all of the projects
currently defined for that group. To edit an existing project,
choose a project from the drop down, and press .
Project Name *
Required.
Plant List
A project may optionally be associated with a plant list.
This is a drop down showing names of plant lists available to you.
When entering an observation in Observer Pro,
the project plant list is an option on the plant selection screen
(along with "All plants" and "Recent plants").
You can also use the
Plant List Definition to define a new plant list. (After defining a new
list, come back to the Project Setup application, and the name of the new list
will appear in this drop down.)
Description
A brief description of the project for the benefit of other people in your group.
Form
This is a list box showing all of the forms available to your group.
When you select a form here, a preview of it appears on the right hand side of
the page. The preview is similar to how the form will look in the Observer Pro
phone application.
Looking at the preview, you will be able to see which fields are
present in the form.
(The system is flexible with respect to what fields are
collected. If you would like a form with different fields from what you see here,
please contact support.)
Historical Records for the Phone
(saved searches)
When you select this project in the Observer Pro phone app,
what historical records will you be able to see?
This could be important if, for instance, you are using Observer Pro to monitor
previously observed populations. In that case, you will want to see
records of those populations on the map or in the HISTORY tab of
Observer Pro.
By default, you will be able to see all of the records associated
with this project. This default is adequate for many situations.
(Note that whenever you press REFRESH from the phone app, the historical
records for each project are updated.)
However, there may be situations when you need finer control over
what records are visible on Observer Pro when a particular project is selected.
Using
Group Observations, you can come up with a search that includes exactly
those records you want to see on the phone app, and then save the
search by name.
This field is a drop down that includes the default case,
All project records
as well as any searches that have been saved by name and
associated with this group.
To view and edit all of your group's saved searches, go to
Group Options, and press the SEARCHES tab.
Center Point
A project may optionally include a center point.
This is mostly for the convenience of using the Observer Pro
phone app -- there is a button on the map which yanks the map back
to the project center point.
To define a center point, press
Choose center point
to open up the map, and then click on the map.
Project Czar
If you want a group member to be able to edit any record in a particular project,
use the
Manage Groups
application to give that person the project czar role.
Then use this application to assign that person to a particular project.
Forms
The form associated with a project is displayed on the right hand side of the page.
Below is an example taken from the Advanced form.
Notations in dark red such as [combo box: number] indicate the type of field
and other properties such as [sticky].
The internal identifier of the field is written in blue on the right; for instance
locdesc.
C indicates that the field is a core field.
Release Notes
• March, 2020: v. 2.00:
Includes the ability to assign group members with the project czar role to particular projects.
• December, 2014: v. 0.58:
Includes the HISTORICAL RECORDS field, to control which historical
records are loaded onto the Observer Pro phone app for a project.
Choose center point