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Oct
25
Re : Scoring
Posted by shaunricci on 25 October 2011 04:59 PM
Hi,

We are busy adding instructions to the help documentation for scoring.  Here are some steps to get you started:

Setup Score Groups
  1. Setup->Assets & Events->Event Types
  2. Click on the tab that says "score groups".  You build your score groups in a smilar way that you build button groups.  You provide a group name, and then inside that group you create your different score options.  You can provide a descriptive name such as "compliant" which would equal a score.
Add Scoring to an Event
  1. Next, create or edit an event type (Setup->Assets & Events->Event Types)
  2. When adding a criteria select the option to use a score group
  3. To make scoring determine the pass/fail of the event click on the score tab
  4. Choose what the result of the score does
Here is a great blog post that gives more instructions:http://blog.fieldid.com/2011/10/new-feature-checklist-scoring/

Finally, feel free to contact our support team and we will walk you through it.

Thanks,
Shaun

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Oct
25
Scoring
Posted by Guest on 25 October 2011 02:46 PM
Hi,
I would like to set up the new scoring but can't seem to find the link that shows how to do this.  Can you direct me to the right location?
thanks.

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Oct
13
2011.7 Release Notes
Posted by mpaterso on 13 October 2011 12:24 PM
2011.7 Release Notes: Scoring, Numeric Data Type, Mobile Passcode, Export Completed Events and more...

Released: October 13th, 2011

We are excited to share the details of our 7th release of 2011.

Scoring
We are very excited to announce that Field ID can now perform scoring on events. Many times criteria are marked using a score (for example, 0 - 5). Typically these individual scores are added or summed up. The total score is then used to indicate the result of the inspection.

Field ID can handle any mix of scoring ranges on one checklist and the scores can be added up using either the Sum or Average. With the total value of the score you can then tell Field ID what score indicates a Pass or Fail.

For a full description on how to setup scoring please see our help documentation at help.fieldid.com.



Numeric Data Type
When setting up Event Forms (checklists) you will now have another data type to select from. Numeric Data Type will allow you to specify that the value entered must be a number. When selecting a Number Field you have the option of specifying the number of decimal places that you would like when the value is entered.

Numeric fields will be helpful when recording measurements or temperatures.


New Add Schedule Widget
When adding a new scheduled event the popup widget has been improved with a new layout and some quick links for quicker scheduling. In addition to using the calendar to select a date there are now quick links to schedule the event for Today, Tomorrow, Next Month, In 6 Months and Next Year.

 

Mobile Passcode
We have renamed the Security Card Login to Mobile Passcode. The Mobile Passcode can be setup on the web under My Account > Mobile Passcode and will allow you to login to Field ID Mobile using this Passocde instead of your username and password.


The Mobile Passcode must be 4 characters login and can also contain a barcode or RFID number to allow scanning for entry into Field ID Mobile.

(Please note, that the ability to login to the web with the old Security Card Login has been removed and the Mobile Passcode can only be used on Field ID Mobile)
 
Exported Completed Events
You can now export your completed events with all details, event form and observations to Excel. To export completed events you can go to My Account > Export / Backup. The export is filtered by Event Type and Date Range.

Smart Search Auto-Completed (Field ID Mobile)
On Field ID mobile you can now setup the smart search to auto-complete as you are typing in an identifier. The smart search can auto-complete on either the reference number or the identifier.



New Photo Interface (Field ID Mobile)
When taking photos with Field ID Mobile you can now see the all images that you have taken during an inspection and easily remove images if needed.




Some more little enhancements...
Our development team also added in the following small enhancements to Field ID this release:
  1. Schedules moved to right side during add asset - when you are adding a new asset to Field ID you will notice that the schedules have been moved to the right side with a improved layout.
  2. New Asset Type Drop Down - On the new asset page we have added a new searchable drop down to make finding the asset type you would like to add faster. 
  3. Identified Date field moved - on the new asset page the Identified date field has been moved to the top position on the page.
  4. New Support Link - the support link on the top menu now goes to our new wiki documentation at help.fieldid.com
  5. Enabled / Disable Order Details - through Setup > System Settings you can now enable or disable the ability to record Order Number and PO Number in Field ID.
Bug Fixes
The bugs that are fixed in this release:
  1. Event Attributes Not Showing Up - in some cases when users included event attributes during a reporting search they would not show up.
  2. Blank Slate Missing - the blank slate that is used for reporting was accidentally removed - it is now back.
  3. Generic Error Message when importing a user - when importing users if the user id is too long the error message was too generic to determine what the problem was
  4. Error unlocking account - when unlocking an account a oops page was displaying although the account was unlocked

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Aug
30
2011.6 Release Notes
Posted by mpaterso on 30 August 2011 05:45 PM
2011.6 Release Notes: GPS, Asset Profile Image, Customizable Identifier, New Icons and more...

Released: August 30th, 2011

We are excited to share the details of our 6th release of 2011.

GPS
When using a Windows Mobile Device with GPS Field ID can capture the GPS Coordinates of where an asset is identified and where an event was completed. To enable GPS Capture go to Setup > Settings > System Settings.

Enabling GPS Capture will tell your mobile devices to try and capture GPS coordinates for all assets added on the mobile and all events completed. If GPS information is recorded you will see it both on the asset profile page and when viewing the completed event.


For a full review of this feature please see:
http://blog.fieldid.com/2011/08/field-id-feature-preview-gps/


New Icons
In an upcoming Field ID release we have not only redesigned the look of the icons but are expanding the available selection. Here are what the new icons will look like:



Password & Security Policy 
When you login to your Field ID account you will now see a new tab under Setup called Security. You now have the option of controlling the Password and Account Lockout Policy for your account.

The Password Policy will allow you set the required complexity of the passwords for all of your users. This can match your corporate policy.

The Account Lockout Policy will allow you to set how many unsuccessful login attempts will lock the users account and how long the account is locked for.

For a full review of this feature please see:
http://help.fieldid.com/Security-Policies.html
 
Configurable Serial Number
Each asset added to Field ID must have a primary identifier. This identifier by default is called a Serial Number. You have the option of changing the name and format of the primary identifier as well as setting up overrides for specific asset types. To get started to to Setup > System Settings > Settings and look for Identifier Format.

For a full review of this feature please see:
http://help.fieldid.com/System-Settings.html#Identifier%20Format
 
Add Asset Profile Image
When add a new asset on the web or mobile you can now associate a picture with the asset making it the profile picture. This will allow you to create a profile picture for the asset similar to how you have a profile picture on Facebook. For a full review of this feature please visit:
http://blog.fieldid.com/2011/08/field-id-feature-preview-asset-profile-image/

Some more little enhancements...
Our development team also added in the following small enhancements to Field ID this release:
  1. Update Event form Navigation - during an event on the web we have updated the form section to include navigation on the top and bottom. This will allow for faster advancing between sections.
  2. Identify is now New Asset - We have changed the wording of Identify to New Asset. All functionality remained the same. 
  3. Advance Calendar One Year - on the new calendar control widget you can now advance the calendar by one year saving time.
  4. Updated Notification Message after saving new asset - after you save a new asset the notification message will provide a link to view the new asset.
  5. Improved layout of Observation lightbox - the lightbox that is used for recommendation and deficiencies has been improved.
  6. View Reference Number when performing an Event - when performing an event you will now see the reference number in the asset summary.
  7. Update Layout of New Asset - the new asset screen now has the attachments and profile image on the right side to make for a cleaner screen and less wasted space.
  8. Mobile Layout of New Asset Wizard - Field ID Mobile now has the same order of information when adding a new asset.
  9. Mobile Asset Search Layout - the mobile asset search has been redesigned and improved.

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Jul
19
2011.5 Release Notes
Posted by mpaterso on 19 July 2011 08:25 PM
2011.5 Release Notes: Capture Date and Time, Import / Export Users, Import Event Results, Customer Notes and more...

Released: July 19th, 2011

We are excited to share the details of our 5th release of 2011.

Capture Date and Time
When setting up Asset or Event Types you can now specific if you would like to capture Date or Date and Time as a data type. This will bring up our new (see below) calendar control allowing you to standardize all date entry in your Field ID account.

Dates are most commonly used when you need to capture data such as In Service Date, Manufactured Date, Customer Sign Off Date.

To get started with Date and Time simply go to Setup -> Assets & Events -> Asset Types or Event Types. When you setup Asset Attributes or a checklist item on an Event form you will see the new Date type. You can then choose if you would like to optionally include the time as well.


New Calendar
Field ID web now supports a new Calendar. Improvements include a cleaner layout and the ability to view 3 months at a time. This will allow selecting date ranges much faster.


Customer Notes 
When managing your customers or job sites through Field ID there is now a location for you to record notes about this record. These notes are only visible to other users who have the ability to manage system configuration.


Import / Export Users
Adding to our ever growing suite of import / export tools you can now import and export all of your users. This will allow you to easily add all of your employees or customer accounts by filling out an Excel file. Similarly, you can export all of your users to Excel, make any modifications or add new users and then re-import them. The import process will update any existing users and add new ones.

To get started go to Setup -> Owner / Users & Locations -> Manage Users and select the Import / Export tab.
 
Import Event Results
With Field ID you can currently import historic events through Excel. However, you could not import the checklist results. With our new importer you can now import the entire checklist that was filled out as well as any observations recorded.

To get started click on Start Event from the top menu and select the Start Import button.

(Note: this import is an advanced feature of Field ID so please do not hesitate to contact support if you have any issues or questions)

Some more little enhancements...
Our development team also added in the following small enhancements to Field ID this release:
  1. Enable / Disable Manufacturer Certificates - you can now enable and disable the ability to use Manufacturer Certificates from Setup > System Settings
  2. Traceability Tab - the traceability tab will now appear for lite users 
  3. Event tab now called Event History - we have renamed the Events tab to make it easier to identify what the screen is for.
  4. Clear Owner Selection - the owner selection box now has a clear link on it to easily clear your selection. 
  5. Identify Date changes Auto-Schedule Dates - if you update the identified date when adding a new asset any auto-scheduled dates will be updated to reflect this new date. 
  6. Copy Asset copies the Asset Type Group - if you copy an existing asset type the asset type group is also applied to the copied asset type.
  7. Import moved to Identify - we have added a new tab under Identify called Import. This will allow any user with the Identify permission to perform an asset import.
  8. New Layout of Start Event - the Start Event screen has been updated to include the XLS import.  
  9. Update Last Step of Identify on mobile - we have updated the last step of the identify wizard on the mobile to match the new design.
  10. Searching on Asset Type Groups on mobile - on the mobile on the Asset search you can now select an asset type group to search on.
  11. Check for new Mobile Version - when your mobile device has a connect we will now check for new updates of Field ID at a regular basis. As well the software will check for a new version when you Download new data.
  12. Assign to Me Link on Mobile - if you have Assigned To enabled in your Field ID account the Assign to Me link will now appear on the mobile
Fixes to known issues
A list of all known issues that were fixed with this release:
  1. IE Styling Issues  - some screens were not displaying borders properly. This has been resolved.
  2. Column Layout with Division Sort - if you set Division as the default sortable column it would cause an error. This has been resolved.
  3. Label's not switching - in some cases when enabling disabling features in your account certain labels were not switching. This has been resolved. 
  4. Start Event Link for Lite Users - if a lite user was created and not granted Start Event the link would still appear but not allow them to start the event. The link will now not appear.

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