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Reference

Customizing Indicator Subtypes

The APM Install database comes with 14 subtypes, for indicator types that support multiple measurement points. When you select a subtype for an indicator record, the panel is added to the indicator reading window. This panel contains the subtype’s attributes, which can be filled in to record information about the indicator.
This topic describes how to add additional values to collect on existing indicator subtypes.
If you want to create an indicator subtype, see Creating Indicator Subtypes.
These are the main steps to creating and using custom indicator subtypes:
•
Add Attributes to the Subtype
•
Edit Panels for the Subtype
•
Update the Indicator Reading Panels
•
Update Export to Excel Configurations
•
Unlock the System
Note: You must be logged in as an APM administrator, to perform these functions.

To Customize Indicator Subtypes

Add Attributes to the Subtype

1.
From the Site window, click on the tool bar. The Enterprise window appears.
2.
Select the Customization Center view.
3.
Select the Classes tab, then the Custom tab.
4.
Click Lock for Customization.
5.
Open your custom measurement point reading class.
Note: If a custom Measurement Point Reading class does not yet exist, you will need to create it first. Click New Custom Class and Based on APM Class. Select the Measurement Point Reading class and then click OK.
The Class Measurement Point Reading window appears.
6.
Make sure that editing is enabled.
7.
Select the Custom Attributes tab.
8.
For each attribute, click New. The Attribute dialog appears.
9.
Enter the information for the attribute and click OK. The custom attribute appears in the list. For example, you might add attributes to record damage extent, such as length, width, and area.
For more information, see Adding an Attribute.

Edit Panels for the Subtype

10.
Select the View menu, then User Interface.
11.
Select the Views tab, then the Views tab, and then click Customize. The Customize a View or Panel dialog appears.
12.
Select a panel to customize from the list, and then select to either replace or make a copy of the original panel. The Forms Editor opens.
13.
In the Toolbox panel, select the Attributes tab.
14.
Drag the attributes for the subtype onto the panel. Align the attributes.
15.
Save the subtype panel and close the Forms Editor.

Update the Indicator Reading Panels

16.
In the Customization Center, open the custom Indicator Reading class.
17.
Select the View menu, then User Interface.
18.
Select the Configurations tab, then the Configurations tab, and then click Customize. The Customize a View or Panel dialog appears.
19.
Select the panel from the list that you want to edit. For example, select “Indicator reading entry panel: Measurement point readings - Damage and survey - Panel control”.
20.
Select the Replace option to use the customized panel as the default panel for that subtype.
21.
Click OK. The Forms Editor appears.
22.
Right-click the configuration and select Open Default Configuration. The Configuration dialog appears.
23.
Add, change, or delete columns for the configuration as desired.
Tip: For more information about editing configuration columns, see Creating a Table Configuration.
24.
Move the new attribute to the position that you want it to appear in the configuration.
25.
Save the changes and exit the Forms Editor.

Update Export to Excel Configurations

26.
Select the View menu, then Properties.
27.
Select the General tab, and then the Export tab.
28.
Double-click to open the configuration to use that requires the new attributes to be included in the export. The Export Configuration dialog appears.
29.
Click Edit Layout. The Configuration dialog appears.
30.
Add, change, or delete columns for the configuration as desired.
Tip: For more information about editing configuration columns, see Creating a Table Configuration.
31.
For each column in the configuration, review and set its Excel properties, including:
•
disabling cell protection for all columns that are to allow data entry
•
setting the source of the values for drop-down lists (for reference columns)
•
setting values for formatting properties such as quantities and dates, etc.
32.
Close the Export Configuration dialog.

Unlock the System

33.
On the Customization Center, click Unlock System.
The system displays a message stating that it will generate schema and cache files. Click OK. This could take a few minutes to complete.
Note: If the system does not automatically generate the schema and cache, click Generate and then Schema, and Generate and then Cache Files in the Customization Center.