logo Calflora Organization Options  HELP
Purpose

With the Organization Options application you can edit various datasets that support your organization's use of Weed Manager. Each dataset is available in a tab within this application.

Members with the Data Czar role are able to use all of the tabs in this application. Other members may be able to use some of the tabs, depending on the organization's policies; see Roles and Data Access below.

 
CREW
The crew table supports the Work Session Entry (WSE) application; all crew entries appear in a dropdown in WSE. Each crew record has a name and a role. The value of name can be a person's name, or an abstract noun such as Restoration Staff. It also might be a collective noun, such as the name of a contractor.

The value of role is from the role table, and represents the typical role for that crew entry.

ROLES
This tab is available to members with the Data Czar role.

The role table supports the WSE application; all role entries appear in a dropdown in WSE. Each role record has the name of the role and an hourly rate. For instance, if the name of the role is Volunteer, the hourly rate would be $0.00.

ACTIVITIES
The activity table supports the WSE application; a work session record can be assigned to an activity. All activity entries appear in a dropdown in WSE.

BILLING CODES
The billing code table supports the WSE application; a work session record can be assigned to a billing code. All billing code entries appear in a dropdown in WSE.

CHEMICALS
This table shows the chemicals used by the orgranization, if any. Chemicals are selected from a master list.
SEARCHES
This table shows all saved searches which are associated with the organization. A search is from either the Observation Hotline application or the Group Observations application.
COLUMN SETS
A column set is view of the observation and treatment data that the organization collects. A column set can be defined in the Group Observations application. Once defined, members of your group can use it again in the Group Observations application.

If you need to export observation and treatment data collected in Weed Manager to a local database, you can define a column set that lines up with the columns of your local database table, and then use Group Observations / Export.

EXPORT
This tab is available to members with the Data Czar role.

Use this tab when you want to export your organization's data from Calfora and load it into another copy of the MySQL database.

Check the tables you are interested in, and press . For each table you checked, the definition of the table will be extracted into a .sql file, and the data for your organization will be extracted into a .dat file. All of the extracted files will be archived into a .zip file, which is then downloaded to your desktop.

As an example, suppose you checked the Crew table. Then the .zip file will contain an orgcrew.sql file that looks like this:

CREATE TABLE `orgcrew` (
  `rid` int(11) NOT NULL AUTO_INCREMENT,
  `gid` int(11) NOT NULL,
  `name` varchar(48) NOT NULL,
  `wrole` varchar(36) NOT NULL,
  PRIMARY KEY (`rid`),
  KEY `orgcrew_gid` (`gid`)
) ENGINE=MyISAM DEFAULT CHARSET=latin1;
and an orgcrew.dat file that looks something like this:
213|52|Ralph Gibsion|Full-time staff
214|52|Chris Wheelery|Part-time staff
215|52|Letitia Slighcarp|Seasonal staff
216|52|Janella Brisket|Seasonal staff
217|52|AAAAA Landscaping|Contractor

To use these files with a local copy of MySQL, you would define the table, and then load the data into the table as follows:

$ mysql -p LocalDataBaseName < orgcrew.sql

$ mysql -p LocalDataBaseName

   mysql> load data local infile 'orgcrew.dat' into table orgcrew fields terminated by '|';


If you check a table, but your organization does not have any data in that table, it will not be incuded in the .zip file. If you ask for the Activities + Billing Codes table, it will be called orgsds in the .zip file.


POLICIES
This tab is available to members with the Data Czar role.

There are three policies:

    1. Use the reference polygon for historical records on Observer Pro

    2. Share private weed data with CalWeedMapper

    3. Limit access for members who are not Team Leaders or Data Czars


Roles and Data Access
The owner of a group uses the Group Members application to add or remove members from the group, and to give certain members special roles within the group. There are two special roles: Data Czar and Team Leader. The tables below explain how roles affect what members are able to do.

The Team Leader role is new as of November 2017. A member with the Team Leader role is able to do some of the same functions as a Data Czar:

  • In Project Setup, a Team Leader can edit an existing project but not add a new project.
  • In Work Session Entry, a Team Leader can edit or add a work session record.
  • In Organization Options / SEARCHES, a Team Leader can edit or add a search record.
Policy #3 on the POLICIES tab limits what regular members (who are not Team Leaders or Data Czars) are able to do. If policy #3 is in effect, a regular member cannot use the Organization Options application.
Application View Edit Add
Group Members Any member. Data Czar or Owner. Data Czar or Owner.
Plant Observation Entry Any member can view any other member's record, published or not. A Data Czar can edit or delete any member's record. Any member.
Group Observations Any member. Data Czar (using Batch Edit).
Project Setup Any member. Data Czar or Team Leader. Data Czar.
Work Session Entry Any member. Data Czar or Team Leader. Data Czar or Team Leader.
Organization Options Any member 1
Data Czar or Team Leader 2
(See below.) (See below.)

The table below explains how roles affect what members are able to do on various tabs of the Organization Options application.

Tab View Edit Add
CREW Any member 1
Data Czar or Team Leader 2
Data Czar. Data Czar.
ROLES Data Czar. Data Czar. Data Czar.
ACTIVITIES Any member 1
Data Czar or Team Leader 2
Data Czar. Data Czar.
BILLING CODES Any member 1
Data Czar or Team Leader 2
Data Czar. Data Czar.
CHEMICALS Any member 1
Data Czar or Team Leader 2
Data Czar. Data Czar.
SEARCHES Any member 1
Data Czar or Team Leader 2
Data Czar or Team Leader. Data Czar or Team Leader.
COLUMN SETS Any member 1
Data Czar or Team Leader 2
Data Czar. Data Czar.
EXPORT Data Czar.
POLICIES Data Czar. Data Czar.
1 if policy #3 is not in effect.
2 if policy #3 is in effect.
RELEASE NOTES:

• November, 2017:   v. 0.60: Includes support for the Team Leader role and policy #3, which limits access for regular members who are not Team Leaders or Data Czars.

• September, 2017:   v. 0.57: Includes the POLICIES tab.

• July, 2017:   v. 0.55: Includes the EXPORT tab.