Naming Standards

A

Action

Something that triggers an effect of a trigger in Automation Manager.

Add criteria group button

The plus button at the bottom of the criteria group to add criteria groups to the filter on the Advanced Filter dialog box.

Add criteria line button

The plus button at the end of the line to add criteria lines to the criteria group on the Advanced Filter dialog box.

Administration

This feature is available to only those with security access. Click Administration on the Breadcrumb bar to access the System Administration features.

Advanced filter

A filter in Automation Manager that contains AND/OR criteria grouping and count statements.

Aggregate

A support block that results in a number, such as a minimum, maximum, average, or total cost. Used in Automation Manager.

Assets

This is used for Cartegraph and replaces the idea of modules or pages. For example, SIGNview is the Cartegraph 8 module and the Signs asset for Cartegraph OMS.

Assignment Queue

List of laborers assigned to a task on the Create task guided process or Assigned Labor filter in the Task Layer panel.

Attached Files

A section in Requests, Work Order, Task, Assets, Labor, Equipment, Material, Material Location, and Vendor listing any file attached to the record.

Attachments

The section used in inspections for associated files.

Autocomplete

This is what happens when you begin entering in a field and a list of possible matches display under the field for you to select from.

Automation

An automated action initiated in Automation Manager.

Automation log

A list that shows a history of an automation's name, when it was last run, the time it took to complete, and its status: started, completed, or failed.

Avatar

The image of the User, Request, Asset, Labor, Equipment, Material, Material Location, or Vendor. The attached file marked as primary displays as the avatar. If no image file is attached the default avatar displays. If the primary attached file is not an image file, a default avatar representing a file type displays.

B

Block

A component of an automation. It can be an action or a support to an action.

Breadcrumb bar

The Breadcrumb bar is under the Navigation bar with the back button, Location breadcrumbs, and Create, Run Reports, and Actions features.

C

Cartegraph      

The name of our company and software product.

Cartegraph 8

Use this name to refer to what is formerly known as Navigator when differentiating between this and Cartegraph’s OMS.

Cartegraph Operations Management System or Cartegraph OMS

Use one of these terms to refer to the name of the web application when differentiating between Cartegraph 8 and the web-based version of the software.

Color palette

Click the layer color to change the color. Select the new color from the color palette.

Column Selector

Feature available on list headers to add a column to display in the list.

Conditional logic

A method by which Automation Manager determines which properties of an automation must be set. Selecting one block prompts the user to define some properties, and those definitions lead to other prompts. 

Chart scroll bar

The scroll bar at the tops of charts that allows you to widen or narrow the range shown in the chart.

Condition ratings

The Condition Category rating selected during an inspection typically represented by stars.

Criteria line

Criteria lines are used to create filters and contain three parts: field, operator, and value on the Advanced Filter dialog box.

Current record map symbol

The map symbol representing the record selected in the List view has a magenta highlight.

D

Dashboard

Area of the Cartegraph interface that contains gadgets containing real-time system analytical information. This view first displays when you sign into Cartegraph and when you click on the Dashboard icon.

Data hierarchy

This is the relationship of data to each other, parent/child/grandchild/great-grandchild.

Detail view

What displays after you click on the View button on a map tip or from a list. This shows all the fields and field entries available for a specific record.

Drill down

An action that is taken in the Analytics Dashboard gadgets. The user clicks on a number in a gadget to view a deeper layer of data. This is a verb and is not hyphenated. For example, "Click on the number in the Number gadget to drill down and see the data in detail." This is a data analytics term and is not in the American Heritage dictionary or Merriam Webster's dictionary. 

E

Email

No hyphen.

Edit mode

This state allows the user to edit record information.

F

Field validation

The field state when an invalid value is entered or a required field is left empty and the error tile displays to the right of the field and the field outlines in red. Other examples of invalid values are exceeding the number of maximum characters and invalid date formats.

Filter

A condition that must occur in order for an action to take place in Automation Manager. Filters are used throughout Cartegraph

Filter prompt indicator

This is the check box to the right of the criteria line on the Advanced Filter dialog box. Select the Filter Prompt check box to include a user-specified prompt in the filter. Enter the prompt’s descriptive text in the value field.

G

Gadget

An individual item displaying specific real-time information from the system configurable by a user. Cartegraph includes a default set of gadgets. Similar to Widgets. See the Widgets definition.

Group header

When a record is in Edit mode each section of the record’s detail is organized by group headers. A Cartegraph user or administrator can reorder and rename group headers using the Layout Manager.

Group operator

The group operator allows you to join filter criteria lines or criteria groups with OR or AND on the Advanced Filter dialog box. 

Group selector

The group selector is the plus or minus around the group operator allowing to you add or remove criteria groups in a filter on the Advanced Filter dialog box.

Guided process

The system features created to make filtering, navigating, and creating records intuitive. The guided process moves through different pages. Pages/screens/other?

H

Highlighted state

When the user selects a record in the List view with the mouse or keyboard. The look of that item changes, typically the color—a dark gray.

Hover state

When you hover the mouse over a record or interface element. The look of the what you hover over changes, typically the color.

I

ID

Enter the record ID to go to that record.

Interface

The graphic items that conduct Cartegraph‘s functionality. Sometimes call the UI (user interface).

L

Layer color

Displays to the right of the layer record count and displays the same color as the layer’s map symbol. Click the color to select a different color from the color palette or in Administration, select Asset Color Manager.

Layer panel

This displays the Request, Work Order, Task, Assets, and Resources layers.

Layer record count

Displays the number of records in the layer.

Layout Manager

A feature that allows you to customize the Cartegraph screens available in Administration.

Left panel

The left panel is dynamic and changes based on the current functionality. At different times it is the Section bar, Layer selection, Report list, or Filter list.

List headers

The column title describing what is contained in each column.

List view

When you view the available Requests, Work Orders, Tasks, Assets, Labor, Equipment, Materials, Material Locations, or Vendors under the map section is a list, not a grid under the map.

Location breadcrumbs

This displays under the Navigation bar and indicates the current location in Cartegraph. Click any of the location breadcrumb links to navigate to preceding location in the system.

Loop

A method by which Automation Manager iterates through records and performs an action or set of actions on each record.

M

Map view

The section in Cartegraph that displays an Esri map. View the location of Requests, Work Orders, Task, or Asset on the map.

Menu

A selection list of Cartegraph functions. A menu looks like a button but has an arrow to the right of the name.

Mini-map tip

The mini-map tip displays when you click on a map symbol. The mini-map tip displays basic information.

Mini multiple-record map tip

The mini multiple-record map tip is what displays when you click on a map location with more than one record. If the map is zoomed out, this is more likely to occur.

Multiple-column drop down

A selection list that shows more than one column of information. For example, the Labor ID field where the ID and Full Name are available. You can enter information from any column and it autopopulates. Also can be called an MCD.

Multiple-record map tip

If more than one record is in the same location on the map and you click on the map symbol the multiple record tip displays with a list of the different record types.

Multiple record view

This applies to the List view when layers for more than one asset type display.

N

Navigation bar

The bar at the top of the browser window with the Cartegraph logo,  Requests, Work, Assets, Resources, Reports, Profile, Administration, Time sheet, and ID search.

O

Out of the box

Use instead: upon activation. Alternatives as appropriate: included, by default, standard, preconfigured, or part of the product. "Out of the box" is an analog term.

Overview header

A header that displays above the map for Requests, Work Order, Task, Assets, and Resources with a summary of the current record in Detail view. Click the splitter to expand or collapse the section.

P

Password

This is the name of the field on the Sign In dialog box for secure entry into Cartegraph for each user. This is set up with your Cartegraph profile.

Persistence

This means the preservation of what displays on the screen when you move to another view is there when you return to that view. There are in-session and cross-session persistence. In-session means only view persistence while you are signed in. When you sign out, those views return to the default view. Cross-session persistence is when a view persistence unless you reset it, regardless or signing in and out.

Pop-ups

Esri pop-ups show field-level information about each feature on the map layer. Web maps that are viewed in Cartegraph OMS can show Esri features alongside Cartegraph OMS records. Esri pop-ups have a different look than OMS map tips. 

Profile

This displays on the Navigation bar based on who is signed into Cartegraph.

Progress bar

This displays on the Work Order Overview header and in the Work Orders List view. This gives you a visual representation of how many of the associated tasks are Completed or Canceled.

Q

Quick Filter

A guided filter sorts records with AND criteria grouping and count statements per layer. If more than one asset layer is active the Quick filters work as an OR filter between the layers.

R

Record count

The amount of records in the current List view displays in the bottom right. The format is X-X of Y. X-X indicates the records you can see displayed in the list. The Y represents the total number of records. For example, 1-4 of 5.

Record map symbol

A symbol on the map indicating the record’s location. The symbol displays as a circle for point assets, lines for linear assets, and a shape for polygon assets.

Refresh

A button located on the Breadcrumb bar. Click the button to update the data display. Use this instead of the web browsers Refresh button or the F5 key. The Cartegraph interface changes when you use the browser’s Refresh feature.

Remove criteria group button

The minus button at the bottom of a criteria group to remove the group from the filter on the Advanced Filter dialog box.

Remove criteria line button

The minus button at the end of the line to remove criteria lines from the criteria group on the Advanced Filter dialog box.

Report list

This list displays when Reports is selected in the Navigation bar and record types are selected in the left pane. Click a report name to generate the report.

Resource header

The collapsible sections on the Time sheet for entry into the Resource logs. Reference the specific resource when describing the header. For example, the Labor header.

S

Search field

Located in various places in Cartegraph. For example, the Report list to find a specific report and addresses on the Map view.

A record’s edit mode is organized into sections with editable headers. You can reorganize, rename, and choose sections to display in the Section selector (left panel).

Section selector

When a record is in Edit mode, the left panel displays all the available sections. Select the Section check boxes to display the section in the Edit view. Click a section name to navigate to that section.

Security Roles

Security Roles are used to determine who has access to specific Cartegraph functionality.

Selected record count

This record count displays on the left side of the List view, indicating how many records are selected.

Selected state

A record in a list or section in the left pane with a check box next to it is considered selected. Records can also be selected in the Mini-map tip, Summary tip, from the Select All/Select None option on the List view header.

Sign In/Sign Out

Sign In is used on the Sign In box, to get into Cartegraph. Sign Out displays on the Cartegraph menu. Note this is two words, both capitalized.

Sort Selected Records

Click the icon to sort the list by the selected records in the list.

Splitter

A separator between the Map and List views and Overview Header and Map view. Click and drag the separator to increase or decrease the size of the map.

Structure view

The area in Administration's Structure Manager where the details of a recordset's or library's contents displays.

Summary record tip

The Summary is a few fields listing details about the record. Click the icon in the mini-map tip or List view to see a summary of the record. You can click in the Summary record tip to view the entire record. If more than one asset or task layer is selected, and more than one record at that location, scroll through the records on the tip.

Syntax

The language used to create properties in Automation Manager for an action to occur. Syntax is also used in Cartegraph filters.

T

Time sheet

Click the Time sheet button to open the time sheet for the person signed into Cartegraph.

Trigger

The cause of an automation in Automation Manager. A trigger can be event based, scheduled, or manual. Triggers are also used in Preventative Maintenance plans and Scenario Builder.

U

Upon Activation

Use Alternatives as appropriate: included, by default, standard, preconfigured, or part of the product. Do not use "Out of the box", that is an analog term.

User Accounts

You must have a user account to sign into Cartegraph. Only System Administrators have access to this feature.

User Name

This is the field name on the Sign In dialog box. Use as two words, capitalize User and Name.

V

View

There are three view types: Map, List, and Detail. See Map view, List view, and Detail view.

View Selector

Located in the Layout Manager, this bar contains all the selections needed to create or edit a view.

W

Website

One word, capitalize only as a title or beginning of a sentence. A field type that opens the listed URL in another browser tab or window.

Widget

A widget is a piece of reusable code that you can plug into virtually any website. A gadget acts just like a widget, often fulfilling the same purpose, but it is proprietary. It only works on a certain website or a specific set of websites. Cartegraph uses gadgets.

Work Orders

A collection of tasks. Listed on the Work tab then the Work Orders tab.                 

Tablet and Smartphone Common Touch Gestures

The following is the Cartegraph preferred usage for common touch gestures, regardless of device brand. View the Touch Gesture Reference Guide for an expanded explanation.

Tap

Similar to a click

Double tap

Similar to a double click.

Flick

A quick vertical or horizontal movement to change the current view.

Press

Hold without releasing until an event occurs.

Pinch

A multi-touch gesture to increase the size of all contents of the current view.

Spread

A multi-touch gesture to decrease the size of all contents of the current view.

Enter

Use the keyboard to enter text.

Select

A general reference to tapping on a specific item in a list.

Drag

Press, hold, and move a finger across the screen.

Rotate

Multi-touch gesture to turn the current view in the same direction of the gesture movement.

Linkable Assets Terms

• All (Linkable Assets)—the asset types with the potential to be linked to the current asset, including the current asset-type layer. For example, Sign on a Support and Laterals for a Sewer Main.       
• Link—to create the relationship between two assets. For example, Laterals on a Sewer Main or Sign on a Support.       
• Linkable Asset layers—all asset types with a possible association. An association is a lookup to another asset or a share of another asset. For example, Signs with a Support ID lookup or Sewer Laterals shared under Sewer Mains associated with Sewer Mains\Laterals.       
• Linked Assets—the assets linked to the current asset. For example, Laterals on a Sewer Main or Sign on a Support.       
• Unlink—to break the relationship between two assets. For example, remove a Sign from a Support or remove a Lateral from a Main.       
• Relationship—the link type between two assets.       
• A top-level recordset with a lookup to another top-level recordset. For example, Signs with a lookup to Support ID or Mains with a lookup to Manholes called Upstream Manhole.       
• A top-level shared recordset to another top-level recordset. For example, Laterals on a Sewer Mains or Upstream Pipes on a Manhole.       
• Asset Types—Assets are defined as any records in the Create asset list.     

Cartegraph for iPad App

Live Task radius indicator

This term refers to map display in the Cartegraph for iPad app. When the Live Tasks list is selected, a circular area around the current location displays representing the area on the map to locate and display tasks.