tutorial 16: managing your records - university of oxford

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1 TUTORIAL 16: Managing Your Records In this tutorial you learn how to manage your records, including how to copy, delete or print them. 1 Getting Started From within any record in the EAMENA database, click on the ‘Manage’ menu in the upper left corner (Figure 1). Figure 1 This will reveal the ‘Manage’ menu, which has five options for managing your record (Figure 2). Figure 2

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Page 1: TUTORIAL 16: Managing Your Records - University of Oxford

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TUTORIAL16:ManagingYourRecordsInthistutorialyoulearnhowtomanageyourrecords,includinghowtocopy,deleteorprintthem.

1 GettingStarted

FromwithinanyrecordintheEAMENAdatabase,clickonthe‘Manage’menuintheupperleftcorner(Figure1).

Figure1

Thiswillrevealthe‘Manage’menu,whichhasfiveoptionsformanagingyourrecord(Figure2).

Figure2

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2 CopyResource

NOTE:Currentlyunderdevelopment.DONOTusethisfunctionuntilyouaretoldbyyourTrainingManagerthatitisworking.

Whenthisfunctionisready,youwillbeabletoclickon‘CopyResource’tomakeanexactduplicateofyourrecord.Thisisveryusefulforwhenyouareenteringdataforanumberofsiteswhichhaveidenticalorsimilarattributes,e.g.aseriesofindividualcairns.

Onceyouclickon‘CopyResource’youwillgetanotificationsaying‘ResourceSuccessfullyCopied’(Figure3).

• Click‘Ok’.

Figure3

Asofnow,thedatabasedoesnotcurrentlytakeyoutooropenapagewithyourcopiedresource(thisiscurrentlyindevelopment).

• UsetheSearchpagetofindyourcopiedresource.• WerecommendusingtheTimeFilterandsearchforrecordsmadeinthelastday.• Ifyoudothisimmediatelyaftercreatingyourcopy,gotothelastpageandentryofthe

searchresultsandthiswillmostlikelybeyourrecord.o SeeTutorial17:SearchingtheDatabase(Advanced)formoreinformationon

searching.• Open the resource to check it is the copyyouhavemadeand thenbegin editing it as

necessary.

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3 DeleteResource

Click‘DeleteResource’todeleteyourrecordentirely.

• Makesurethatyouarecompletelysureyouwanttodeleteyourresourcebecauseitisnotpossibletoundothisaction.

• Youwillreceiveawarningmessage(Figure4).• Click‘Ok’todeleteyourresource.

Figure4

4 ReviewEditHistory

Clickon‘ReviewEditHistory’toseewhenarecordwascreated.

• OnlynewrecordscreatedsincethelaunchEAMENAv3willhaveaResourceRecordCreateddate(Figure5).

o Recordsthathavebeenmigratedfromolderversionsofthedatabasewillnotshowthisinformation.

• CurrentlyonlyEAMENAstaffcanseethefulllistofeditsandchangesmadetotherecords.Wearecurrentlydevelopingawayforotheruserstoseealistofeditsmadetorecords.

Figure5

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5 JumptoReport

Clickon‘JumptoReport’toopenandviewtheresourcereportpageforyourrecordinanewtab.

• Atthetopofthepageisasatelliteimageshowingthelocationforyoursiteandanygeometriesrecordedforit.

o Usetheoptionsontherightsideofthewindowtochangethebasemap,switchtheoverlaysonandoff,andseethelegend.

• Thispageshowsafullreportofyourrecordwithallthefieldsoftheresource.• Youcanchoosetohideanyblankfieldsbytogglingthe‘HideNullValues’switchinthe

upperrightcorner(Figure6).

Figure6:ResourceReportpage,with‘HideNullValues’switchindicatedinred

FromtheResourceReportpageyoucanalsochoosetoeditorprintyourrecord.

• Clickonthe‘pencil’iconintheupperrightcornertogodirectlytotheeditingpagefortherecord.

• Clickonthe‘printer’iconintheupperrightcornertoopenaprintdialoguewindowtoprintacopyofyourresourceorsaveitasapdf(Figure6).

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NOTE:UndertheGeographysection,youwillcurrentlyseeamessagesaying‘Thesedataareprovisionalandpendingreview”andanumberofMapfields.

Pleaseignorethesefieldsanddon’taddanyinformationhere.Thisisabugwhichweareworkingonfixingandthissectionwillberemovedfromthereport(Figure7).

Youcanclickthe‘HideNullFields’switchdescribedabovetohidethesefields.

Figure7:Pleaseignorethesectionshighlightedinred.

6 PrintReport

Clickon‘PrintReport’toprintorsaveapdfofyourrecord.

• TheReportPagewillopeninanewtabandaprintdialoguewindowwillautomaticallyopen.

• Selectandchangetheoptionstoprinttherecordorsaveitasapdf.