Rothamsted-Ecoinformatics / farm_rothamsted

Custom farmOS features for Rothamsted Research.
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Quick Form: Drilling #40

Closed aislinnpearson closed 2 years ago

aislinnpearson commented 3 years ago

A quick form for capturing all information relating to drilling. Drilling tasks are assigned by a Farm Manager but completed by the Farm Operator. For this reason the quick form has two parts: questions relating to job scheduling (done by the Farm Manager) and questions relating to the actual operation and completion of the task (done by the farm operator).

The initial question set for all the 2.x Quick Forms, which came from consultation with the farm team, is here: https://rothamsted.sharepoint.com/:x:/r/sites/FarmOSformsworkinggroup/Shared%20Documents/FarmOS/Requirements/FarmOS_QuickFormRequirments_2.0.xlsx?d=w3cb36857662c4abea329a9a2b8dbb154&csf=1&web=1&e=KasEYv

Although these requirements might change as the Quick Forms and 2.x development progresses, especially as they are optimised for commercial operations, and further consideration may need to be given to experiments.

See Issue #5 for previous discussions

aislinnpearson commented 2 years ago

@paul121, @barnabynorman, @richardostler here are the questions for the drilling quick form. Each row is a question and there are nine different columns:

  1. Question: The question as it appears on the quick form
  2. FarmOS Implementation: how I assume the question would be implemented in FarmOS
  3. Relevance: is the question answered when setting up and scheduling a job ('setup') or during the actual operation ('operation')
  4. Logic: is the question required in order to submit the quick form, or is the answer optional
  5. Question type: is the answer required a number, a list, etc
  6. Units: The units required for any numerical questions so these can be hard coded in or provided as a drop down list where relevant, and as per the current quick forms
  7. Question Description: A description of the question. Ideally these would be printed under the question boxes as per the current quick forms so the users know what the question relates to
  8. Calculation: These do not need to be hard coded in yet, they can be a Phase II implementation. In fact, I need to check the equations with the scientists. They are just here for reference for the time being in case it affects how the quick forms are set up.
  9. Phase II requirements and issues to be addressed: these are features which are not essential but we know would be nice to have, and which we can consider if we get funding for a third round of revisions to the quick forms. I've also included here any issues which need to be addressed in future iterations, such as pulling information from the materials to use in the calculations or practical next steps such as actually measuring the plant establishment rate which is estimated in the quick form and then linking the two for reporting requirements.

The forms are detailed and its taking me longer than I expected to specify them, so rather than hold up the development process I will focus on that aspect before deciding where to put them on Github as per the discussion on #43. Once we have a location I will then link to the excel files in the individual issues. The first draft is always attached here.

drilling-quick-form-question-set.xlsx

aislinnpearson commented 2 years ago

I've just noticed that the new quick forms have a "Status". This is a great additional feature for us, especially if we can expand the list of different status options so the full list includes: Pending, Scheduled, Field Operation Complete (Awaiting Data Entry), Complete.

In the attached excel spreadsheet, Job Status was defined as a flag but seeing this update that row can probably be split into two questions:

  1. Job Status: A 'select one' list with the above five options (Pending, Scheduled, Field Operation Complete (Awaiting Data Entry), Complete.)
  2. Flag; The current list of flags (Monitor, Priority, Needs Review)

If that seems confusing, I have specified it properly in the spraying quick form excel spreadsheet: #42

aislinnpearson commented 2 years ago

Attached here a picture of the current paper job form for drilling operations, for reference and to help contextualise the drilling quick form requirements.

Drilling_paper_job_form

paul121 commented 2 years ago

@aislinnpearson can you clarify the Job Status options for the drilling quick form? I see the following:

List (select multiple): Scheduled, Complete, Monitor, Priority, Needs Review

But the latter 3 are flags, not log status.

aislinnpearson commented 2 years ago

Hi @paul121 - I think I mentioned on one of the calls that the fertiliser form got an upgraded/ corrected after all the discussions with Barnaby and so now some of the other excel spreadsheets are a bit out of date. I've attached an updated version here, with the amended fields in yellow. Be aware that some rows have also been deleted, specifically:

Deleted: Nutrient, Nutrient Content, Nutrient Application Rate, Product Rate ( on the basis that these can all be back calculated from product and product rate if needed), Assigned To has also been deleted Moved: Log Name, Operator

The main changes are

  1. Job Status: This has been replaced by two new columns: Flag which follows the standard implementation and Job Status which is a new list of terms similar to what is on the fertiliser list, although I added a new term to the list: "Record Approved" (this relates to #79 so we know records have been checked and approved by the farm manager). Ideally this change to the 'Job Status` field would be on all quick forms so let me know if you want me to make a new issue.

  2. Operation Start Time and Date, Tractor Hours (start), Tractor Hours (end), Time Taken, Fuel Use, Operator: This would ideally be a group of questions as with the Fertiliser quick form. Again, this is true for all quick forms so let me know if you want me to make it a new issue.

NEW FILE: drilling-quick-form-question-set.xlsx

Let me know if that helps, although I suspect it might raise new questions. happy to have a quick chat any time

paul121 commented 2 years ago

Thanks for the clarification @aislinnpearson !

although I added a new term to the list: "Record Approved" (this relates to Checking data entry before archiving #79 so we know records have been checked and approved by the farm manager). Ideally this change to the 'Job Status` field would be on all quick forms so let me know if you want me to make a new issue.

Great. We will need to create a new "Record Approved" log status for this in addition to the quick form change. Not too hard, but I agree this could be in a new issue - do you do think we can repurpose #79 for this?

Operation Start Time and Date, Tractor Hours (start), Tractor Hours (end), Time Taken, Fuel Use, Operator: This would ideally be a group of questions as with the Fertiliser quick form. Again, this is true for all quick forms so let me know if you want me to make it a new issue.

I had this realization and already moved the fields so that they appear on all quick forms. I think we are good for now!

aislinnpearson commented 2 years ago

Do you do think we can repurpose #79 for this?

Yup, I'll move it over there now with a few additional notes

aislinnpearson commented 2 years ago

Aislinn to specify which information is needed in each of the vertical tabs as per #62

aislinnpearson commented 2 years ago

As agreed on 19/01/ 2022 @barnabynorman Barnaby to build out vertical tabs based on existing specifications and Aislinn to review once completed.

aislinnpearson commented 2 years ago

HI @barnabynorman and @paul121

Following the user feedback session, here are the required changes to the drilling quick form. I have first put all the questions in a list showing the order in which they should be laid out on the quick forms. All those with an asterisk next to them need to be made into required questions.

Secondly I have given a list of the amendments to the various questions. Those marked 'REQUIRED' are essential changes. Those marked as "IF FEASIBLE" are nice to have's but not essential.

Order of questions:

Setup tab:

  1. Plant Asset(s)* (previously “asset)
  2. Tractor*
  3. Machinery*
  4. Equipment Settings

Drilling tab:

  1. Crop(s)*
  2. Variety(s)*
  3. Seed Rate and units
  4. Drilling Rate and units
  5. Seed label(s)*

Additional Information tab:

  1. Thousand Grain Weight
  2. Seed Germination Test Result(s) (previously ‘Germination rate’)
  3. Target plant population and units
  4. Establishment average and units
  5. Drilling depth
  6. Seed lineage

Products Applied tab:

  1. Add product

    i. Product Type ii. Product iii. Product rate iv. Product units

  2. Product label(s)
  3. Recommendation Number
  4. Recommendation File(s)

Operation tab:

  1. Operation start date and time*
  2. Tractor hours (start)/ Tractor hours (end)
  3. Time Taken (hours)/ Time taken (minutes)
  4. Fuel use
  5. Crop Photographs
  6. Photograph of paper record(s)
  7. Notes

Job Status tab

  1. Operator*
  2. Job Status*
  3. Flag

Amendments:

Setup tab:

1. Asset(s): a. REQUIRED Please rename as “Plant asset(s)” b. REQUIRED Please add the following to the description: “if the record applies to more than one plant asset, you can select multiple by separating them with a comma.” 2. Machinery: a. REQUIRED Please rename this field “Drilling Equipment” b. REQUIRED Please make this a required field c. REQUIRED Please add the following to the description: “To select more than one hold down the CTRL button and select multiple.” d. IF FEASIBLE Convert this to a drop-down box where, in addition to being a dropdown box, the user would be able to start typing and the machinery auto-fills. This is so that the full list of equipment is visible in case a user is unfamiliar with the name of the equipment but equally users who are familiar can start typing and select from the auto-fill field.

  1. Equipment settings: Please move this field to the setup tab

Drilling tab:

  1. Variety(s): REQUIRED Please add the following to the description: “To select more than one option on a desktop PC hold down the CTRL button on and select multiple.”
  2. Germination rate: a. REQUIRED Please rename this “Seed Germination Test Result(s)” b. REQUIRED Please move to the additional information tab
  3. Seed rate: REQUIRED Please remove “units/ha” from the unit field and add “plants/ha”
  4. Drilling rate: REQUIRED Please add a unit field with the options “kg/ha” and “units/ha”
  5. Seed volume: REQUIRED Please remove this question as this at best a very rough guess of the seed volume rather than an accurate quantity.
  6. Seed label: REQUIRED Please move to the drilling tab
  7. Farm seed lot/ Supplier seed lot: REQUIRED Please remove these questions as there will be more than one for each variety, and this information is captured in the photograph of the seed label(s).

Products applied tab:

  1. REQUIRED. Please create a new vertical tab for products applied, with the following fields: a. Add a product: i. Product Type (a list of parent terms on the materials taxonomy) ii. Product (child terms under the parent term selected) iii. Product rate (numeric) iv. Units (ml, l, g, kg) b. Product labels: Image upload of product labels with the description “Please photograph the product labels where relevant”. c. Recommendations: Please move the ‘Recommendation number’ and ‘recommendation file(s)’ fields to this tab.

Additional information tab:

  1. Create new tab: REQUIRED. Please create a new vertical tab and move the following fields to this new tab: a. Thousand grain weight b. Seed germination test results c. Target plant population and units d. Establishment average and units e. Drilling depth f. Seed lineage
  2. Seed lineage: REQUIRED Please make this a plain text field

Operation tab:

  1. Time taken: REQUIRED Please make this field two in-line drop down boxes, one for hours (0 – 12) and one for minutes (0, 15, 30, 45), and make both fields required.
  2. Tractor hours start/ end: IF FEASIBLE Please make these inline fields

Job Status tab:

  1. Create new tab: REQUIRED. Please create a new vertical tab and move the following fields to this new tab: a. Operator b. Job Status c. Flag  
aislinnpearson commented 2 years ago

@barnabynorman and @paul121:

I've made a paper version of the drilling quick form as per the previous user feedback (see the document attached to #70) which I thought might also help you visualise the changes requested above.

Attached here: FarmOS DRILLING QUICK FORM.docx

paul121 commented 2 years ago

Done!

aislinnpearson commented 2 years ago

Fantastic. Thanks Paul!

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