• You can access the parent and child Trackors by clicking the arrow in the Relations  box. Parents are displayed at the top of the list above the line delimiter, while children are displayed at the bottom below the line delimiter.

• Your ability to view and edit data on these application pages is determined by your user permissions.

• The Recover function will enable you to change a field back to a previous value and also follows the Call Stack process. For example, if you have uploaded several versions of a PDF file to an E-File field, you can use the Recover function to restore the field to a previous version of the E-File.

To Create a Field:

You should lay out the design manually to design the look and feel of the applet. To create this mock-up, you need to make some decisions about the configured applet, including:

1. What information do you want to collect?
2. What tab names will you need?
3. What label and field names will you need? (You should create a list with the associated properties.)
4. What icon will you need to access the applet?
5. Where do you want the newly configured applet to be located in the system?

Tabs

• Tabs are where the fields are collected and displayed. They are used to organize the fields of a Trackor into similar types of information.

• Applets are where the tabs of a Trackor Type are collected and displayed. They are used to organize tabs into groups of similar information.

• Validation Tables (V_Tables) in the system are tables that contain a predetermined list of values that are used for drop-down and selector type fields.

• External Applets are where the tabs of a Trackor type can be collected and displayed and must be associated with a Trackor type. Use the filter options to go to the Trackor type to which you want to add an external applet.

• External Tabs are where similar information is grouped together and must be associated with a Trackor type. Use the filter options to go to the Trackor type to which you want to add an external tab.

• The Audit Log enables the system administrator to see what changes users have made in the OneVizion® System. Specifically, you can view a history of changes made to Tasks and WorkPlans.

• DropGrid is a time-saving tool designed to import data directly into OneVizion from your spreadsheets. This process reads the spreadsheet and creates the configurations based on the Excel content.

• A Public Map is a link that can be shared internally or externally with individuals who may not be users of the OneVizion system. Public Maps can be created by selecting the Public Map checkbox when using DropGrid or by manually adding. In order to create a Public Map, the administrator will need to set the Views and Filters in the Mapping application.

• The E-File Browser page enables you to see all electronic files (E-Files) in one OneVizion page from a selected Trackor Type in the Trackor Tree.

• The Tasks Details page allows you to access specific Task details of existing WorkPlans. You can highlight grid rows that have been modified within a period of time or by one or more users. The dates are color-coded to reflect on how the WorkPlan is progressing. You can also access Rules and export Task details.

• The Tasks Summary page provides a quick and succinct overview of Projected (Finish) Dates for all of the Tasks in the selected WorkPlans.

• The Import Data function enables you to quickly and easily capture data stored outside of the system and import that data into OneVizion. The process takes unstructured information and places it in a structured database. Users may also use DropGrid to import their data. DropGrid is a time-saving tool designed to import data directly into OneVizion from your spreadsheets.

• The OneVizion platform uses configured fields that record latitude and longitude. When these fields are set up for one or more Trackors, you can plot multiple Trackors (such as sites and candidates) on a Google map. You use the view options and filter parameters to select the data elements to be displayed on the Mapping Page. Once configured, you can save the settings to a local or global view option or filter.

• Trackor Tours can be useful for users to better understand each page within OneVizion.

• The Add Page to Favorites feature of the OneVizion system enables you to save and easily access an application page with specific saved view options and filters.

• You can use the Share Page Link applet to send the shareable link to another user or you can copy the link and send it via email or messenger.

• Release Notes  are updated each time a new update is released.

• Your username and password are stored on your mobile device using Android OS level security. If you login to a site that supports the HTTPS: connection, your username, password, and all request data will be encrypted and will be transmitted over a secure connection. All of our “customer.onevizion.com” platform sites support HTTPS: connections.