Ribbon
All tabs
Tip: The ribbon commands do not have to be displayed all the time. If you minimize the ribbon, only the tab names will be shown until you click on the tab. To minimize the ribbon, right-click anywhere in it and select Minimize the ribbon. To return to the previous behaviour, show the ribbon, then select the option again.
Icon | Command | Description |
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Minimize the ribbon | Shows only tab names on the ribbon. Available in the lower right corner of all tabs when the ribbon is not minimized. | |
Expand the ribbon | Shows the ribbon so that it is always expanded even after you click a command. Available in the lower right corner of all tabs when the ribbon is minimized (click any tab name to reveal it). |
Home tab
Available only if the Enable Home Page option has been set to True in the Startup section of the Application dialog.
Group | Command | Description |
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Home Page |
Edit Home Page |
Opens the Form Designer with a restricted toolset, for designing a form that can be used as a home page for launching other forms. |
Map tab
Available only if the Enable Map option has been set to True in the Startup section of the Application dialog.
Group | Command | Description |
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Navigate |
Pan |
Turns on the panning mode. (Dragging moves the map on the view.) |
Full Extent |
Zooms the view in or out to show the entire map within the window. | |
Zoom In |
Turns on the zoom in mode. Clicking on the map once zooms in by a fixed amount. Dragging the mouse creates a box around the area you wish to magnify. Tip: The mouse scroll wheel can be used to change zoom level on the map instead of using the Zoom In and Zoom Out commands. |
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Zoom Out |
Turns on the zoom out mode. Clicking once on the map zooms out by a fixed amount. Tip: The mouse scroll wheel can be used to change zoom level on the map instead of using the Zoom In and Zoom Out commands. |
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Previous Zoom |
Shows the previous zoom view, if any. | |
Next Zoom |
Shows the next zoom view, if any. | |
Centre On GPS Location |
Centres the map view on the GPS location. Enabled if the GPS device is enabled and connected. |
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Tools |
Properties |
Enables selection of items on the map, to show their properties. Includes a drop-down list for selecting by point, area, circle, or polygon. |
Map Layer Search |
Opens the Map Layer Search dialog, which can be used to search for objects in layers loaded on a map, whether the map is displayed on the Map view or embedded in a report. | |
Use Map Properties |
Enables selection of items on the map, to use the properties of those items in an open report. Includes a drop-down list for selecting by point, area, circle, or polygon. |
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Use/Copy Coordinates |
Changes the mouse pointer. When the map is next clicked with this pointer, the Coordinates Destination dialog is opened. This dialog allows users to automatically populate the X and Y coordinates of a report from a pointer location on the map. Once the pointer has been clicked on a particular location on the map, the dialog can be used to copy the current X and Y coordinates onto suitable fields of a report, or onto the clipboard for pasting into other fields. | |
Capture Map Image |
Opens the Select Map Image Destination dialog, which is used to capture the currently displayed map to a JPEG, GIF, PNG, or bitmap file. | |
View Online |
Opens the current map in a web browser. | |
Directions Online |
Toggles on and off. Starts the Directions mode. You can now click on the map to indicate a start point. A line will be drawn between this start point and the current position of the mouse pointer. If you now click on an end point, an online map will open and directions for getting from your start point to your end point will be shown. |
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Go To Coordinates |
Opens the User Coordinates dialog, for specifying coordinates to centre the map on. | |
Reload Map |
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Measure |
Measure |
Opens the Measure dialog and changes the mouse pointer. Clicking at points on the map will now display distances between those points in the dialog. |
Clear |
Clears the measured distances that were created using the Measure command (see above). | |
Reports |
Create from |
Creates a report using an existing map item for coordinates or geometry. Used with the Using From dropdown. |
Create at |
For creating a report at a point, line, or area selected on the map. Includes a drop-down list for selecting point, line, or polygon (dependent on the item selected from the Using Form dropdown). Adds the Geometry group controls to this tab (for creating the report geometry, and to accept or cancel map geometry changes). |
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Using Form | Drop-down list of forms upon which the created reports will be based. | |
Search |
Opens the Search Reports dialog, allowing you to search for reports for viewing or editing. | |
GPS |
Enable/ Disable |
Start or stops the connection to the GPS device. The icon changes to indicate the current GPS status. |
Tracking |
Enables the download of the current location of all users and devices for this application/network combination. The dropdown list contains the four types of data that can be displayed for a tracked user:
If none are selected, you will not see the position of the tracked user on the map. Available if tracking is enabled in the GPS section of the Application dialog. |
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Tracks |
Opens the Select Tracks dialog, which you can use to select the users that you want to track. Available if tracking is enabled in the GPS section of the Application dialog. |
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Center On |
Opens the Center On dialog, which allows you to centre the map on users or devices being tracked. Available if tracking is enabled in the GPS section of the Application dialog, and when tracks are shown on the map. |
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Track Details |
Opens the Track Details dialog for the track currently selected on the map. Available if tracking is enabled in the GPS section of the Application dialog, and when tracks are shown on the map. |
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Export Tracks |
Opens the Export Tracks dialog, which allows you to export tracking data to a file. Available when tracks are shown on the map. |
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Import Tracks |
Opens a standard Windows dialog for locating a file containing tracking data to be imported. Supported file types are:
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Clear Tracks |
For clearing all tracking data from the database, not just from the current map. Opens the Select Tracks dialog, which you can use to select the tracking data that you want to clear from the database. Available when tracks are not shown on the map. |
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Set Up GPS |
Opens the GPS Information dialog, on which you can set the GPS conversion and minimum allowed quality for the recorded GPS data. | |
Layers |
New (layer) |
Opens the Configure Map Layer dialog, which you can use to configure new layers or edit existing layers. |
Edit (layer) |
Opens the Configure Map Layer dialog for you to edit the selected layer. | |
Manage (layer) |
Opens the Manage Map Layers dialog, allowing Administrators and System Administrators to create, edit, delete, restore, and roll back layers. | |
Maps |
New (map) |
Opens the Map Designer view for you to create a new map. |
Edit (map) |
Opens the Map Designer view for you to edit the selected map. | |
Manage (map) |
Opens the Manage Maps dialog, allowing Administrators and System Administrators to copy, delete, and restore maps. | |
Select |
Opens the Map Selection dialog, allowing you to either select a default map for the application or to select a map for the selected network. | |
Filter |
Manage |
Opens the Manage Filters dialog, allowing every InfoAsset Mobile user (regardless of the user level) to create, edit, and delete filters for viewing reports. |
Filter Reports |
None - If available, applies no filtering to the reports shown on the map. Allocated - If available, shows reports that are allocated to the user or reports that are unallocated. Filters list - Lists the filters that have been created using the Manage Filters dialog. |
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Geometry (See Note 1) |
Accept |
Accepts changes made to the map geometry. If a line or polygon has been added to the map, clicking this icon opens the report generator. |
Cancel |
Cancels changes made to the map geometry. | |
Create |
Available when there is no existing geometry for the report. When highlighted, will create report geometry starting at the location you next click on the map. When adding point geometry, opens the report generator, with the X and Y coordinates filled in. |
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Move |
Available when geometry for the report already exists. Available when editing point, line, or polygon geometry. When highlighted, allows geometry points on the map to be dragged to a new position. |
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Add |
Available when geometry for the report already exists. Available when editing line geometry. When highlighted, allows geometry points on the map to be added. |
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Insert |
Available when geometry for the report already exists. Available when editing line or polygon geometry. When highlighted, allows geometry points on the map to be inserted. |
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Delete |
Available when geometry for the report already exists. Available when editing line or polygon geometry. When highlighted, allows geometry points on the map to be deleted. |
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Note 1 |
The Geometry group appears:
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Schedule tab
Group | Command | Description |
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Reports |
Edit |
Opens the selected report for editing. |
View |
Opens the selected report for viewing. | |
Open Work Package |
Opens the search dialog with the Work package field filled in for the relevant selected work package. | |
View on map |
Centres the map view on the exact location of the report. |
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History |
Displays the Report History dialog for the selected report. | |
Search |
Opens the Search Reports dialog, where reports can be searched for viewing or editing by title, last saved date, schedule date, and/or contents. | |
Resources |
Ascending |
Sorts the scheduled items into ascending order. |
Descending |
Sorts the scheduled items into descending order. | |
Filter |
Manage |
Displays the Manage Filters dialog, where user-defined viewing filters can be created, edited, and deleted. |
Filter Reports |
None - Available only to users whose user level is above the value specified in the Schedule Filter By Allocated Reports property of the Application dialog. Allocated - Available only for people above the application restricted level, otherwise it is on implicitly. Enabling this filter will show only reports that are allocated to the user or reports that are unallocated.
None - If available, applies no filtering to the reports shown on the schedule. Allocated - If available, shows reports that are allocated to the user or reports that are unallocated. Filters list - Lists the filters that have been created using the Manage Filters dialog. |
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Go To |
Today |
Brings the panel or column for today into view. For views with a calendar, this function is also available from the Today button beneath the calendar. |
Date |
Displays the Go To Date dialog where the date and view type (day, work, week, month or timeline view) may be specified. | |
View |
Day |
Displays a single selected day on the Scheduler. This view gives the most detailed view of a scheduled report for a given day. |
Work Week |
Displays current or selected week (Monday to Friday) on the Scheduler. | |
Week |
Displays current or selected week including Saturday and Sunday on the Scheduler. | |
Month |
Displays current or selected month on the Scheduler. This view is the least detailed of the views, and is designed to allow you to browse and analyse long-term plans. | |
Timeline |
Displays a timeline view, with scheduled tasks as horizontal bars along the timescales, providing you with a clearer overview of scheduled tasks. | |
Notes |
Edit Categories |
Opens the Scheduler Categories dialog, which allows System Administrators and Administrators to create, view, and edit notes categories. |
Synchronize |
Performs a download followed by an upload for notes only (not reports). This consists of a download of any edited notes, followed by an upload of any new or edited notes (deleted notes are deleted). | |
Reminder |
Reminder |
Sets up schedule reminders. The default value of 15 minutes will cause pop-up notifications to appear 15 minutes before scheduled occurrences. The notifications will appear as toast pop-ups where this is possible, or as standard dialogs where toast pop-ups are not supported. You can choose one of the other values in the dropdown list. Selecting the blank entry will disable reminders. |
Forms tab
Group | Command | Description |
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Reports |
New (report) |
Opens the report generator for the selected form. |
Forms (Available only to administrators and system administrators.) |
New (form) |
Clicking the icon opens the Form Designer, for designing a new form. Clicking Using Template from the dropdown arrow opens the New Form dialog, from which you can select a template on which to base a new form. |
Edit |
Opens the Form Designer, for editing the selected form. | |
Manage |
Opens the Manage Forms dialog, which allows Administrators and System Administrators to import, copy, delete, restore, and roll back forms. | |
View |
Columns |
Lets you select one, two, or three columns for displaying the list of forms. |
Reports tab
Group | Command | Description |
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Reports |
List Saved |
Shows saved reports in the list of reports. |
List Completed |
Shows completed reports in the list of reports. | |
Edit |
Opens the report generator in edit mode for the selected report. | |
View |
Opens the report generator in view mode for the selected report. | |
Open Work Package |
Opens the search dialog with the Work package field filled in for the relevant selected work package. | |
View On Map |
If the report is included on a map, this command opens the map, centred on the report. | |
History |
Opens the Report History dialog. | |
CVS Export |
Opens the CSV Export dialog, which is used to export reports to CSV files. | |
Search |
Opens the Search Reports dialog, allowing you to search for reports for viewing or editing. | |
Delete Selected |
Deletes the local report copy of the report selected in the list. Prompts for confirmation. | |
Delete Edited Reports |
Opens the Delete Local Reports dialog, which will let you delete any reports that have been edited but not published. | |
Clean Up |
Opens the Clean Up dialog. | |
Work Orders |
Work Order Approval |
Opens the Work Order Approval Management dialog, allowing you to add new approval level rules, set them up, and edit or delete them. |
Awaiting Approval |
Opens the Work Orders Awaiting Approval dialog, which shows all the work orders currently awaiting approval, allowing every InfoAsset Mobile user to check on the progress of approvals. | |
Filter |
Manage |
Opens the Manage Filters dialog, allowing every InfoAsset Mobile user (regardless of the user level) to create, edit, and delete filters for viewing reports. |
Filter Reports |
None - If available, applies no filtering to the list of reports. Allocated - If available, shows reports that are allocated to the user or reports that are unallocated. Filters list - Lists the filters that have been created using the Manage Filters dialog. |
Synchronize tab
Group | Command | Description | ||||||||
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Communications |
Disable Server Communications / Enable Server Communications |
Server communications may be enabled or disabled depending on whether the user has logged in to the server or logged in locally. |
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Cancel Communications |
Cancels the upload of large attachments. Also available in the Status bar. |
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Synchronize |
Full Synchronization |
Performs a report download followed by a report upload. | ||||||||
Upload Only |
Uploads all edited reports (saved or completed) to the server. | |||||||||
Download Only |
Downloads any new reports then carries out an update check to see if any reports have been updated. If there are new versions of reports that have been edited, a dialog will be displayed requesting an action from the user. If there are new versions of reports that have not been edited, these will be downloaded. | |||||||||
Options |
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Manage Schedule |
Opens the Manage Scheduled Synchronization dialog, for creating, editing, or deleting scheduled synchronization configurations for report download and upload. See Scheduled synchronizing of report uploads and downloads for more information. | |||||||||
Reports |
Upload |
Opens the Upload Reports dialog from where reports can be selected for upload to the server. | ||||||||
Download |
Opens the Download Reports dialog from where reports saved onto the server by other users can be downloaded locally. This command checks for new reports committed by others. | |||||||||
Check For Updated Reports |
Checks for new versions of reports committed by other users and locally makes the updates. If you are only logged in locally, you will be prompted to enable server communication. Note: Downloading reports and checking for updated reports are two actions that are fundamentally different. The former looks for new reports to download whilst the latter checks for new versions of existing reports to update. |
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Manage Failed Reports |
Opens the Manage Failed Imports dialog, allowing you to manage reports that have not been successfully imported into InfoAsset Manager during a previous session. These reports can be re-submitted or ignored from this dialog. We recommend that you perform this task if the Failed Report dialog has been displayed at login time. Available only to Administrators and System Administrators. |
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Clear Failed Reports |
Removes the extra information (such as reason for failure) that gets added when failed imported reports are downloaded in the Manage Failed Imports dialog. | |||||||||
Update Reports On Server |
Forces an export from InfoAsset Manager for selected reports based on forms that have been edited since the reports were uploaded. See Updating reports on the InfoAsset Mobile server. Available only to Administrators and System Administrators. |
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Download Attachments |
Download Missing |
This will download all missing report attachments. It will initially show a window while it processes all of the reports that are available in the system. Once that is done it will start the download process in the background, taking account of the Include Large option, with the progress being shown on the toolbar of the main page and on any open reports. |
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Download With Report | If checked, downloads attachments when downloading reports. | |||||||||
Include Large |
If checked, downloads large attachments by default when any attachments are being downloaded. |
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Opening Report |
For specifying what will happen when opening a report with missing attachments.
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Upload Attachments |
Upload Large |
At report upload time, you may have been prompted about large attachments and you may have chosen not to upload these attachments at that time (see the Communications page of the Options dialog for more details). This command allows the upload to the server of any large attachments (for example, videos) that were not uploaded at the same time as the corresponding report. If there are no attachments locally to upload, or there are attachments but they all already exist on the server, then a message is displayed saying that there are no large attachments to upload. If there are attachments to upload, then you are told how many files have been detected and their total size, and you are prompted to continue with the upload or to cancel it. If you continue with the upload, the process continues in the background, with the status displayed in the status bar. Selecting the Cancel Communications command in the ribbon or in the status bar will cancel the upload. If while an upload is in progress you attempt to close InfoAsset Mobile, or change the user, application, network, or server, you will see a message saying that server operations are still in progress and asking you whether you want to cancel those operations. Cancelling the server operations will enable the upload of the large attachment to continue. |
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Application |
Check For Updates |
Refreshes the current application if it has had some updates made by others. This is equivalent to both the Refresh Application and Refresh Dynamic Data commands, that are available from the Options dialog. |
Tools tab
Group | Command | Description |
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Application |
Publish Application |
Opens the Publish Application dialog, which lets you select the application, forms, maps, and layers to publish. |
Check For Updates |
Refreshes the current application if it has had some updates made by others and opens the Report tab. |
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Download Map Layers And Attachments |
Downloads any missing attachments and map layers and checks for updates to map layers. | |
Dynamic Data |
Manage |
Opens the Manage Dynamic Data dialog, allowing Administrators and System Administrators to create, edit, copy or delete dynamic data sources that are used in the Dynamic Contents property of a combo box. |
Download |
Opens the Refresh Dynamic Data dialog, which gives you option of performing and update of the dynamic data or a full refresh. | |
View |
Opens the Dynamic Data dialog, which lists categories of dynamic data and from which you can download the related permitted values from the server and display them. | |
Diagnostics |
Server Status |
Opens the Server Status dialog (for InfoAsset Mobile), which contains tools for reporting on the status of the servers and updating a number of settings in one place, without having to use more advanced server interface tools. |
Enable Diagnostic Information |
When enabled, this option displays additional information either on the title bar and menus or via a context menu. | |
Open Location |
Opens a standard Windows Explorer dialog showing the current log file location. | |
Open Report Location |
Opens a standard Windows Explorer dialog showing the current report directory. | |
System Logs |
Start/Stop Communications Logging |
Enables /disables the logging of the communication between the client and the server. This may be useful for diagnostic purposes. See Enabling communication logging for more details. |
Upload Logs To Server |
Uploads the error and communications log files onto the InfoAsset Mobile server. | |
Retry Upload Of Existing Logs |
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Email Log Files |
Saves the current error and communications log files locally onto the user's desktop as a compressed file that can be subsequently e-mailed to Innovyze. | |
Clear Error Log |
Deletes the error and communications log files on your device. | |
Disconnected System |
Prepare |
Creates a ZIP file for sending to Innovyze support to help diagnose issues. |
Extract |
Opens a standard Windows dialog for opening a .mwhz ZIP file. | |
Open |
Opens a standard Windows dialog for opening an InfoAsset Mobile Application .xml file. | |
Theme | Theme icons | Changes the appearance of InfoAsset Mobile. |
Help tab
Group | Command | Description |
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Help |
Help |
Displays the InfoAsset Mobile Help system. |
Form tab
On the Form Designer ribbon.
Group | Command | Description |
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Form |
Save |
Saves changes made to the form. |
Clipboard |
Paste |
Pastes data currently on the clipboard to the cursor location. |
Cut |
Copies the selection to the clipboard and removes the selected contents from the view. | |
Copy |
Copies the selection to the clipboard. | |
Undo |
Reverses the most recent action carried out. | |
Redo |
Repeats the most recent action that was reversed. | |
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Opens a system Print dialog for printing the current form. | |
Print Preview |
Opens a preview of the current form, from which you can print the form or export/send it. | |
Server |
Update From InfoAsset |
Opens the Get Data From InfoAsset dialog, which gives you the choice of updating either choice list data or user objects from InfoAsset. |
Update Toolbox |
Updates the list of user objects in the toolbox. This will be effective if changes have been made to user objects in InfoAsset and the Update From InfoAsset command has been used to update user objects. |
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Update Dynamic Data List |
Updates the user fields choice list data. This will be effective if changes have been made to user fields choice list data in InfoAsset and the Update From InfoAsset command has been used to update choice lists. |
Map tab
On the Map Designer ribbon.
Group | Command | Description |
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Map |
Save |
Save any edits made to a map. |
Navigate |
Pan |
Turns on the panning mode. (Dragging moves the map on the view.) |
Full Extent |
Zooms to the extent of the layers (or to the extent of the report and map groups combined) but only including the visible layers. |
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Zoom In |
Turns on the zoom in mode. Clicking on the map once zooms in by a fixed amount. Dragging the mouse creates a box around the area you wish to magnify. Tip: The mouse scroll wheel can be used to change zoom level on the map instead of using the Zoom In and Zoom Out commands. |
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Zoom Out |
Turns on the zoom out mode. Clicking once on the map zooms out by a fixed amount. Tip: The mouse scroll wheel can be used to change zoom level on the map instead of using the Zoom In and Zoom Out commands. |
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Previous Zoom |
Shows the previous zoom view, if any. | |
Next Zoom |
Shows the next zoom view, if any. | |
Layers |
Add Layer |
Opens the Map Layer dialog, for selecting a layer to add to the map. |
Add Group |
For adding a group node to the layers tree on the Layers tab. Available when report or map root nodes have been selected on the Layers tab. Initially opens the Group Name dialog, for naming the group before it is added to the tree on the Layers tab. Layers can be added to the tree beneath groups. |
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New |
Opens the Configure Map Layer dialog, used to configure new layers. | |
Edit |
Shows a drop-down list of layers. If you select one, the Configure Map Layer dialog is opened for editing that layer. | |
Manage |
Opens the Manage Map Layers dialog. |
Report tab
On the report generator.
Group | Command | Description | ||||
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Report |
Save |
Saves the report without completing. | ||||
Complete |
Completes the report. | |||||
Cancel |
Closes the report generator without saving or completing. | |||||
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Opens a system Print dialog, for printing the current report. | ||||
Print Preview |
Opens a preview of the current report, from which you can print the report or export/send it. | |||||
Attachments |
Download Missing |
This will download all missing report attachments. It will initially show a window while it processes all of the reports that are available in the system. Once that is done it will start the download process in the background, taking account of the Include Large option, with the progress being shown on the toolbar of the main page and on any open reports. |
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Include Large |
If checked, downloads large attachments by default when any attachments are being downloaded. Setting this option here affects only the current report session. See also Download Attachments. |
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Map |
View Map |
If the report is based on a map object, this command opens the map at the object. | ||||
Create/Edit |
For creating or editing the geometry of a report on a map. The dropdown contains the type of geometry that is available for the type of report currently being edited (point, line, polygon). Switches to the map in the main window, loading if required. Adds the Geometry group controls to the Map tab (for creating or changing the geometry, and to accept or cancel the changes). |
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Use/Copy Coordinates |
Opens the Map tab and changes the mouse pointer. When the map is next clicked with this pointer, the Coordinates Destination dialog is opened. This dialog allows users to automatically populate the X and Y coordinates of a report from a pointer location on the map. Once the pointer has been clicked on a particular location on the map, the dialog can be used to copy the current X and Y coordinates onto suitable fields of a report, or onto the clipboard for pasting into other fields. | |||||
Enter Coordinates |
Opens the User Coordinates dialog, which allows users without a tethered GPS device to enter coordinates manually or using a URL, and then convert them automatically to the default map projection system defined for the application in InfoAsset Mobile (see Application dialog). | |||||
Use Map Properties |
Enables selection of items on the associated map, to use the properties of those items in an the report. | |||||
View on map |
If the report is included on a map, this command opens the map, centred on the report. | |||||
GPS |
Disable |
Start or stops the connection to the GPS device. The icon changes to indicate the current GPS status. | ||||
Set Up GPS |
Opens the GPS Information dialog, on which you can set the GPS conversion and minimum allowed quality for the recorded GPS data. | |||||
CCTV | For Distance |
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