How To: QNOPY

The QNOPY Platform includes a wide variety of features. Whether you're a new user or an experienced user who just needs a refresher, continue reading to see how to use some of our most common features.

How To: Create Field Events

A Field Event in QNOPY represents an actual on-site field event such as a second quarter groundwater monitoring event at a particular site. If you record sampling data for 25 monitoring wells under this event, then all that data has a unique Event ID in the QNOPY database.

Events allow you to keep data for an actual event together. You can record sampling data for a field point at multiple times during a year and separate it under field events.

A Project Manager can start and end field events from the Event Dashboard.

Create a New Event

Select a project from the Projects Dashboard

Click Schedule Events

Select the form you want to use for the field work

Name the event (naming an event is not mandatory; however, named events are easier to identify in the Mobile App

Set a date and time for your event

Add advanced settings, if desired

Other Actions

For each event, you can:

Check event status

Name or rename the event

View field points associated with the event on a Map

View field data

Print data

How To: Set Default Values & Limits

Default values are defined for form fields for each field point or location. When you open a form in the Mobile App, default values will auto-populate the form. You can change the values if desired, but default values reduce the amount of typing required in the field. You can pre-set stable values such as well diameter, casing material, and water quality meter.

There are two types of limits you can use for numeric type form fields: hard "not to exceed" limits or warning limits. Both upper and lower hard limits can be set such that they may not be exceeded in the Mobile App. Warning limits give a popup warning message, but let the user enter values outside of the limits.

Add & Manage Default Values

Select your project and then the Forms tab

Beside the form you wish to set default values for, select Form Pre-sets

Click Export to download the default values template

Fill in the template with your desired default values

Click upload and select your filled-out template

Alternatively, select the pen icon in the Action column and fill in the desired default values

Add & Manage Limits

Select your project and then the Forms tab

Beside the form you wish to set default values for, select Limits

From the Set Limits dropdown, select Export Limits to download the limits template

Fill in the template with your desired limits

Click Upload Limits from the Set Limits dropdown, and select your filled-out template

Alternatively, click on cells in the table to add or edit limits directly

How To: Edit Field Data

Project managers can edit field data on the Web Portal at any point in time. whether an event is open or closed. The two main options for editing field data are:

1. Edit in a tabular view
2. Export data to Excel, make changes in Excel, and re-import the data

1. Edit in a tabular view

From the field data tabular view, click on the edit icon in the Action column or click directly on a cell in the table

You can delete the entire row by clicking on the three horizontal lines in the Action column and selecting Delete row

Click on the location dropdown to change the Field Point or Location, in case data were entered under an incorrect point

Click Save to save your changes

2. Export data to Excel, make changes in Excel, and re-import the data

From the field data tabular view, click on the arrow next to Download Data

Select Download Excel

Edit data as you want, but make sure not to touch the Event ID or the Form ID columns (these columns are used to identify the data)

Save the changes to the Excel file

On the field data tabular view, from the Download Data dropdown, select Import Data

All the original data for the event will be replaced by the data imported from the Excel file.

How To: View & Edit Field Point Locations

You can view and edit event field point locations in a tabular view or on a map.

Tabular View

From the project page, select the Locations tab

The table shows all the available field points and their latitude and longitude

Click on the edit icon to edit location data and then select Save Changes

Add new locations by clicking + Location or by selecting Upload and uploading a spreadsheet

Assign locations to forms by adding forms in the Form Assigned column

Download your field point locations by selecting the locations you wish to export and clicking Export

Map View

On the project Locations tab, select View Map from the Actions dropdown

You can change the view between Satellite and Standard Map

Field points are grouped together if they are close to each other; however, click on the number in blue to expand the view

Drag a field point to change it’s location

How To: Download Location Reports

From the project page, you can view and download location-specific reports.

Export Reports

From the project page, click the three horizontal bars beside the event of interest

Select view location report

Click on the printer icon on the right side of the table to print the field log for that location

To download reports for multiple locations, select the locations, click Download As, and indicate your preferred format (PDF, Word, or Excel)

All the reports will be combined in a zipped folder

How To: Mange Users

Only QNOPY Tech Support can add new user accounts, however, client admin users can manage other users by selecting User from the Admin menu.

Manage Users

From the Admin page:

Navigate to the User tab

Select the edit icon to change a user's password or suspend the user

Select the eyeball icon to view user activity

Select the menu icon to assign or un-assign projects to the user

How To: Mange Project User Roles

Project Managers are able to make changes to project user data at all times.

Add and Edit Project Users

From the project page, navigate to the Users tab

Click Add User

Select the desired user from the dropdown list and specify their role

Edit existing users by selecting the edit icon beside their name

You can change a user's role on the project or revoke their access to project data by deleting them from the project

Select the menu icon to assign or un-assign projects to the user

How To: Mange Projects

From the My Projects page, you can see all the projects to which you're assigned. The table view shows the project names and numbers, their status, when they were created, and when they were last updated.

You can select multiple projects and assign them to multiple users at once.

Create & Edit Projects

To create a new project, click +Create New Project

To edit an existing project, select the edit icon on the left side of the table

For each project, you can:

Add and manage forms

Add and manage users

Add and manage locations

Create and add to project folders

Manage other settings

How To: Mange Other Project Settings

In addition to the standard project settings, you can also customize some advanced project settings, such as:

Enable data violation email notifications (for projects that have form limits set up)

Enable the Lab Data Module for the project

Set the project as a default, available to all users

And more!

Edit Settings

From the project page, navigate to the General Info tab

Select Other Project Settings

Check or uncheck the settings as desired

How To: Mange the Project Folder

The project folder provides you an easy way to keep all project-related files in one place. The files you upload into the project folder are available to you in the QNOPY Mobile App. The project folder reduces the amount of paperwork you need to carry to a site.

Create and Fill Project Folders

From the project page, navigate to the Folder tab

Create a new folder by clicking +New Folder

Select the three horizontal lines on the left side of the table to Rename or Delete the folder

Upload files by selecting your desired folder and clicking Upload File

How To: Mange LOVs

Lists of values (LOVs) are named lists that hold available options for a form dropdown of Autocomplete or Multi-Autocomplete fields. For example, if you have a Autocomplete field for weather, then all the options for weather are stored under a “Weather Conditions” LOV.

The dropdown options or LOV items can be:
1. Global (visible to all)
2. Client-specific (visible to anyone in your organization)
3. Site-specific (visible under only the specified site)

Any changes that you make are final and will be available to all the users under your organization.

Manage List Items

From the Admin page:

Navigate to the Mange LOVs tab

Add a new LOV by clicking Add Lov, or edit an existing LOV by clicking the edit icon

Click on the LOV name to edit the options

Item Name is shown to the end user, while Item Value is what is stored in the database

Select the edit icon next to each item to make the item client- or site-specific

If you select Upload, you can download a template and then upload many values at once

How To: Mange & View Photos

You can view all photos associated with an event in a table or on a map.

Manage Photos

From the project page, click on the event of interest, and select View data in table

Click View Photos

All photos will appear in a table, or you can filter the photos by using the options on the left

Click on the photo thumbnail to view full size image

Add a caption in the notes section

Select multiple photos at once to delete, download, generate a photo log (in PDF or Word format) or export photo meta data

Toggle Map View to view photos on a map according to where they were taken

How To: Export EDDs

Electronic Data Deliverables (EDDs) are designed for exporting data out of the QNOPY Platform for some other in-house systems such as Earthsoft’s Equis database.

Your account must have an EDD format programmed and available for your project. EDDs are completely unique and configured based on your internal database system requirements.

Note that you will not see any EDDs if you have not requested a specific EDD setup.

Export EDDs

From the project page, select the Export EDDs tab

Specify your EDD Type and Event or a date range

Click on Download EDD

You will receive a zip file containing the EDD files (the number of files depends on the type of EDD)