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Quick reference for users

Monitor activities and events, track your field workforce, and assess the status and performance of your daily operations. Using Operations Dashboard with your ArcGIS organization, you can work with operation views that contain maps and other informational displays that keep you up to date on how your operation is progressing.

Operation view

When working in Operations Dashboard, the item that you open where you do your work is called an operation view. It can contain maps and informational displays that provide information you can monitor, track, and assess. Operation views can be stored in your ArcGIS organizational account. They can be shared with members of your organization, with groups within your organization, and publically.

The following screen shot shows items that can be found in an operation view. They are detailed below.

A multidisplay operation view with callouts
  1. File menu—Access to details about the open operation view and your account.
  2. View menu—Access to app display options including text size, color theme, and whether optimized for use with a mouse or on a touch device.
  3. Title—The name of the operation view.
  4. Help icon—Launches the Operations Dashboard Help website.
  5. Informational displays—Examples of informational displays that can be included and how they might be laid out in the operation view. The displays (widgets) bring information out of the map and to your fingertips, providing quicker access to the information you need. For example, if you want to see information about the most recent incident, it takes some searching on the map since the features are organized geographically. Use a list sorted by date to immediately find the most recent incident. To see the same feature on the map, press and hold or right-click the item in the list to open a context menu that can include actions such as Highlight and Zoom to. The displays called out in the example include: (a) summary, (b) list, and (c) bar chart. For a complete list of available displays and how you can interact with them, see Interact with widgets.
    Note:

    The displays available, the actions available in the context menu, and the layout of the displays are authored as part of the operation view. You can minimize, dock, or move the displays. See Arrange widget windows for more information. However, you can' t save your changes.

  6. Map—Displays the data geographically. There can be multiple maps, but this example shows a single one. See Map for details.

Map

The map displays the information geographically. You can navigate around the map and interact with some of the features on it.

Note:

The data you see on the map, as well as the available tools and interactions that you can have with it, are all configured by the author of your operation view. In this section, the examples are designed to show all the capabilities of Operations Dashboard. If you see a capability you would like in your own operation view, work with the author of your operation view.

The following screen shot shows items that can be found on the map. They are detailed below.

Map with callouts
  1. Map title.
  2. Pop map out icon—Separates the map from the main app window, allowing you to place it anywhere on the screen or a secondary display.
  3. Map toolbar—The tools available on the map. Hover over a tool to see its ToolTip.
    1. Find Places—Searches for a place of interest on the map. The map navigates to the best search result, and a list of all results is displayed. To zoom the map to the extent of all results, tap or click Zoom to results Zoom to results.
    2. Basemaps—Changes the reference map displayed as the background of the map.
    3. Bookmarks—Navigates to an area of interest defined by the author of the map.
    4. Driving Directions—Gets directions between two places. This tool uses a panel that replaces the main toolbar. Tap or click Done to dismiss the panel and return to the map's toolbar.
    5. Layer Filters—Uses predefined filters to change the data shown in the operation view. Both the data displayed on the map and the data used in other informational displays is filtered.
    6. Link Map Extents—Ties together the extents of the maps in the operation view so that they show the same area. It's a toggle; while the button is in the pressed state Link Map Extents tool in pressed state, the extents remain linked.
    7. Map Contents—Shows a list of the data displayed in the map, and toggles the display of layers on and off.
    8. Measure—Measures distance or area on the map, or displays coordinates. If measuring area, draw a line on the map. If measuring area, draw a polygon. To get coordinates, tap or click the map. This tool uses a secondary toolbar that replaces the main toolbar. Tap or click Done to return to the map's toolbar.
    9. Select Features—Selects features of interest on the map. Other informational displays that use the data update based on the selection. This tool uses a secondary toolbar that replaces the main toolbar. Tap or click Cancel to return to the map's toolbar without selecting.
    10. Clear Feature Selection—Clears the selection of features on the map. Other informational displays that use the selected data update.
  4. Map display—Pan and zoom to change the area displayed to your area of interest. Zoom in and out with the controls at the bottom, or use the mouse scroll wheel. Press and hold or right-click features to see available feature actions authored as part of your operation view.
    Available feature actions context menu
  5. (a and b) Features—Each feature (in this case, a green phone and a yellow ambulance symbol) is an interactive piece of data on the map. If selectable and selected, the feature is highlighted on the map using a red surround. Each feature can have additional information, including attachments. If the author of the operation view included the Feature Pop-ups capability in the map, tap or click a feature to view its additional information.
    Pop-up showing additional information about an incident

    If the operation view was authored with Show pop-up as a feature action, press and hold or right-click a feature to see the context menu of feature actions, and tap or click Show pop-up to see the additional information.

    Note:

    In this help system, the word feature refers to an item of interest on the map with which you can interact. The traditional meaning of a feature on a map refers to any item of interest. However, in this app, some of the traditional features are part of the basemap (background) and are not interactive. For example, in the map shown in the example, the streets are a part of the basemap and do not have additional information or interactivity. Any green phones are incidents that are items on top of the basemap, and they have additional information with which you can interact. You can view information about the incidents, so the incidents in that map are features.

  6. Zoom to initial extent—Zooms the map to the extent at which it was authored.
  7. Zoom slider—Drag the slider or use the plus and minus buttons to zoom in and out on the map.

Home screen

From the home screen, you can open operation views important to you. The operation views you are working with are easily accessible, and searching and browsing keeps all the operation views you might need at your fingertips.

The following screen shot shows items found on the home screen. They are detailed below.

Home screen with callouts
  1. Recent—A list of operation views recently used on this machine.
  2. Open an Operation View—Launches the item browser where you can browse operation views you own (My Content), have recently used (Recent), that are shared with groups to which you belong (Groups), or that you find through searching (Search).
  3. Sort by—Sets the criteria for sorting the displayed operation views. By default, they are sorted by the date they were last modified.
  4. Search box—Enter a string to find operation views.
  5. Help—Launches the Operations Dashboard Help website.
  6. Account—Shows information about your account and allows you to sign out.
  7. Operation view tile—Displays information about an operation view, including the name, modified date, author, and thumbnail.
  8. Available operation views—Displays all the operation views you can access.

File menu

The File menu is where you do behind-the-scenes work with information about operation views and with your account. Tap or click File to view the File menu.

The following screen shots shows items found in the File menu. They are detailed below.

File menu with callouts
Note:

If you are a publisher or administrator in your organization, you'll see more options than are shown here. This is a look at the options available to users in the organization. For details about the options available to publishers and administrators, see File menu in the Quick reference for authors.

  1. Back—Returns you to the operation view.
  2. Display area—Contains the information associated with the selected tab.
  3. Help—Launches the Operations Dashboard Help website.
  4. Info tab—Displays information about the active operation view, including the name, description, ID, and author.
  5. Open tab—Displays a browse experience for finding an operation view. This experience closely mirrors the home screen's functionality and workflows.
  6. Share tab—Displays options for sharing the operation view with others through either a link or sending an email.
    Note:

    Publishers and administrators in the organization will see additional sharing options. See File menu in the Quick reference for authors.

  7. Close—Closes the operation view.
  8. Account tab—Displays details about your account and the Operations Dashboard app.