LinkoAg User Guide Version 18LinkoAg User Guide Version 18\Common Features

 

LinkoAG has a number of common features used throughout the software.

Editable/Non-editable Fields: In the example above you will notice some “White” fields and some “Gray” Fields.  This is not an accident.  It is an indicator of what fields are currently modifiable.   All White fields are in an editable state and all gray fields are locked.

 

Date Fields:  Double Click on any date field to open a pop up Calendar Date Selector. Date fields can include times using Military 24 hour format. Times must be entered manually in the field and cannot be entered in using the Double Click calendar.

 

Easy Sorting: In List View screens clicking on any column headers that are underlined will instantly sort the data on the screen either ascending or descending by that particular field.

 

Zoom Box:  Any white or gray field that is underlined can be double-clicked to bring up an enlarged view screen or show other details regarding that field

 

 

 


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Video: Main Menu and Ribbon Bar

 

If you are unable to access the video below, click here instead to launch it in your browser:  Main Menu and Ribbon Bar

 

 

 

 

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Main Menu

 

The Main Menu presents the functional sections of LinkoAG. Click on the buttons to open that section.

 

 

 

Item

Description

Facilities

Opens Facility Management window.

Pump Outs

Opens the Pump Out Management window.

Inspections

Opens the Inspection Management window.

Events

Opens Event Management window.

Compliance Assistant

Opens Compliance Assistant window.

Groups & Queries

Opens Facility Groups window.

Samples

Opens Sample Management window.

Violations

Opens Violation Management window.

System Administration

Opens Administration Switchboard window.

Exit Program

Exits LinkoAG.

 


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Video: Getting Help from Linko Support

 

If you are unable to access the video below, click here instead to launch it in your browser:  Getting Help from Linko Support

 

 

 

 

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Getting Help

 

Access the LinkoAG User guide by clicking on HELP in the Menu bar at the top. Then choose “LinkoAG Help.”  That selection opens this User guide.

 

Clicking on the “About LinkoBase” in the above menu takes you to the following versioning screen, which provides information on the version information of the Linko Software, dates of updates, and Server and workstation information.

 

 

You can access the Online User Guide by choosing “Linko on the Web” and then choosing “Online Support.”  That will take you to the Linko Customer Support Portal login page. If you do not know your Customer Support Portal login, please contact Linko Support.

 

After logging into the Customer Support Portal, search for “User Guides.”

 

 

 

 


 

 

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The Menu bar has a few more options than the Main Menu, and gives you the ability to go from one section of the program to another without returning to the Main Menu.  Some screens are only accessible via the Menu Bar.

 

Using the Menu Bar:  As you select one of the items on the Menu Bar, a list of options will appear.  Selecting from the list of options will open the new screen you have chosen.

 
MenuBar

Item

Description

File

Opens Main Menu and Exits the program

Facilities

Opens selections for Adding a Facility, going to Facility Management, Facility List View and Facility Table View.

Samples

Add a New Sample, View Samples and Sample Groups

Results

View Result Groups or View Samples

Violations

Create New Violation or View Violations

Inspections

Create a New Inspection Event or go to the Inspections Management Screen.

Events

Add a New Event, View Events, Calendar View and Auto Scheduler.

Compliance 

Review Event Compliance

Reports

View Screen Specific Reports and Edit System Reports in the Flexible Reporter

Admin

Event Administration, Sample and Result Administration, System Administration, Facility Administration and Violation and Enforcement Administration

Modules

This option lists the modules that you have available, and buttons to go to them.

Help

Opens a help document.

 

 

 

 


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Video: List View vs Single Record View

 

If you are unable to access the video below, click here instead to launch it in your browser:  List View vs Single Record View

 

 

 

 

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Linko screens start with a “list view” or general view of the information you are viewing.  From most “list view” screens you can access a button to display a more “detailed view” of the information you are currently viewing.  This is what we will refer to in our software as “List View” and “Details View”.

Line Callout 3: Industry Selector Oval: Add New Items and Config

Details Button Opens Details Screen.

 
 

 

 

 


 

 

Add a new record by clicking on the Add New button.  Editing records and more detailed viewing are done by clicking on the Details button. 

 

Most “list view” screens can be customized by clicking on the Config hyperlink (seen above the Details Buttons and the Add New link).  Data entry and modification can be done directly on the Pump Outs, Samples, Results, Facility List view, and Events Management List View screens.

 

Throughout the software, whenever you have a drop down list to select a Facility, you will also see the address of the Facility. This makes it easier to distinguish Facilities with the same name.

 

After adding Facility information you will be able to use the Facility Name or Facility Number drop down lists at the top of most screens to change the Facility information that you are viewing. 

 

Samples, Inspections, Pump Outs, Events and Violations List View screens, as well as Compliance have a <custom> Date Range selector.

Text Box: Drop down lists
 


 

This Custom Date Range is a local configuration specific to each user or machine.  Which means you can select a different custom date range than other users of the software.  This date range will be available for you to use on each screen until you change it.

 

To change the custom date range, select <custom> from the View Date drop-down list.  While <custom> is displayed, double-click on the word <custom>.  That opens the “Enter Custom Dates” range selector you see above.  Enter your date range and then click Continue to have the dates applied to the screen you are viewing.

 

 

 


 

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Config Link, Linko Configure Screen, and Prompt for Defaults

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Video: Config Link

 

If you are unable to access the video below, click here instead to launch it in your browser:  Config Link

 

 

 

 

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Config Link

 

 

Most list view screens have a small orange Action Menu which contains the Config Link hyperlink that opens the “Configure Screen” for that list view screen.  The Configure Screen gives you several options depending on the screen you are configuring.  You can:

  • Change the Width of the fields being displayed
  • Check whether or not a field should be Visible on the screen
  • Change the font Size of the field
  • Change how the text is Aligned (Center, Left, or Right) within the field
  • Indicate whether the field Requires data be entered into it (not available on all screens)
  • Change the order in which fields are displayed on the screen using the “Move Columns Position on Screen” arrows
  • Indicate whether you should be Prompted for Defaults (see below)

 

The “Prompt for Defaults” configuration applies specifically to the Results Management List View screen.  This column allows the user to select which fields will have the data repeated for each Parameter Result in a sample.  For example, if you checked “Collect Method” and “Conc Units” for Prompt for Defaults, when you create a new sample and then go to enter concentration results for that sample, you will be prompted to enter the “Collect Method” and “Conc Units” that apply to each parameter being sampled.  The value you enter for these will be applied to each parameter with a concentration result of ‘NA’ (meaning Not Analyzed – I.e. you haven’t entered a Result yet).  This limits the amount of data entry required.  Each user can configure whether they are presented with the Enter Default Results screen by changing “Prompt for ‘NA’ Result Defaults on New Samples?” in the Sample and Results Admin section.

 

 

The Publish for All Users button on the Configure Screen can be used to force a specific screen configuration onto all users.  This is useful for ensuring all users of the software are working with the same data fields and are entering data into the same required fields.  If a screen configuration is “Published” then each time a user opens the Linko software, that form configuration is pulled onto that users system.  Any changes that the user may have made in their last session (on that screen configuration) will be over-written.  You can control this functionality in System Administration.

 

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Quickly find, sort and group the information you want in most List View screens by using the Quick Filter.  A Right-click on a displayed field opens the Quick Filter menu. Quick filter searches only the Fields selected to be Visible in the Configure Screen for that list view.

 

 

Filter by Selection returns all records equal to the value of the field you Selected with a Right Click. Filtering by a Blank “Date” field returns all records that have not had a date entered.

Filter excluding Selection returns all records that do not have the value of the field you selected. Find all the records that have a date by selecting this on a Blank “Date” field.

Filter For … opens the following Quick Filter screen. This allows you to choose the field to filter on and the value you are looking for in that field.

Cancel exits the Filter window without applying the filter.

Apply exits the Filter window and applies the filter.

Use Remove temporary filter to return the List View back to the systems default list before you applied the filter.  Remember to Remove the temporary filter before you begin another.

Save Filter permanently adds the filter to the list of Groups you can later choose.  The group is saved under the current Category of records displayed.

Sort Ascending and Sort Descending will sort the data in the list by the column selected.

Find and Find Next provide a text search function where you can search for previously entered text.

Replace Field Data When clicked, a popup form opens that has one dropdown of the visible/editable fields on the form and another dropdown that has a list of values (if the field selected is a dropdown), or text can be entered, or if a date field the user can double-click to open the calendar (similar to the Filter For... form).  When the user clicks Replace, a message box opens giving the user the option to cancel the process.  If user clicks OK, then all records displayed will have the field selected replaced with the data they entered in the Value field.

 

Replace Field will simply do a replace and no other actions. If a user wants to be prompted to do a follow-up event, they will need to use the Complete All feature.

 

 

In List View screens clicking on any column headers that are underlined will instantly sort the data on the screen either ascending or descending by that particular field. You also can go through the steps of using the Group Filter at the top of the List View.

 

Quick Filter is available on the following screens:  Facility List View, Event Management List View, Inspection List View, Pump Out List View, Facility Groups, Sample Groups, Result Groups and the Chain of Custody List View screens.

 

If you apply a Temporary Filter with the Quick Filter, Linko will show the Filter results, and a small control button will appear next to the “Group Filter” button.

 

 

This “Remove Temporary Filter” button allows the user to return to the previous non-filtered list view when clicked


 

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Record Selectors

Record Selectors can be seen on many of the list view screens as well as the details view screens.  The selectors help you to navigate from one record to the next and also display the total number of records. Simply click on any of the arrows to switch from record to record.

RecordSelectors

 

Item

Description

|<

Move to the first Item in collection of Items.

<

Move to the previous Item in collection of Items.

(Item number)

Number of this Item among all Items.

(Total # of Items)

Total count of all Items.

>

Move to the next Item in collection of Items.

>|

Move to the last Item in collection of Items.

 

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Status Bar

The items available within the Status Bar change depending on which screen you are on and what features are available. 

 

Item

Description

Violations

This Button displays only when there are Violations without Enforcements and Opens the Violation List View to see them.

Due Next # Days

Opens Event List View displaying only Events that are past due or due to be completed in the number of days showing.  Quickly see what is past due or due.  The # of days can be configured in Event Admin  à Configurations à Local Configurations à All Events à “Number of Days’ Notice for Due Events”. This Button only displays when there are Events due or past due.

 

Note: This Button always opens the Event Management List screen. If you are in Pump Out Management or in Inspection Management, you will leave those screens and go to Event Management to see all types of events.

Reports

Opens Reports window displaying Reports valid for displayed data.  For example, clicking this button while displaying a Violation will open up Reports window offering ‘Violation Summary’, ‘Violations with Related Items’, etc.  While displaying a Sample, the Reports window would open offering ‘Samples by Quarter’.

Calculator  

Opens a calculator.

Calendar   Calendar 

Opens window displaying a calendar.  You can also access this calendar by double clicking on any of the date fields.

Contacts   Contact 

Opens Contact Information window so you can rapidly find a person you need to call.

Phone Log  PhoneLog 

Opens Choose a Facility window so that you can choose one and place an event for that Facility in your Phone Log.  Then opens a General Event Details window for that Facility with a default event type of ‘PHONE’. You can then track your Phone Calls as Events in Event Management.

 

 

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Choose a Facility and Log a Phone Call Event

 

Item

Description

Apply

Apply your choice of Industry.

Cancel/Close

Cancels your choice, closes window without opening an Event Details or Phone call screen.

Pick a Facility No

Combo box offering a list of Facilities by Facility #.

Pick a Facility

Combo box offering a list of Facilities by Name.

Pick an Address

Combo box offering a list of Facilities by their street address, in the event of different AG Facilities named the same. For Example, with the Street address, you can find the Burger King on Kipling instead of the one on Wadsworth.

 


 

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Get the details of any Contact from the Standard Status Bar.

ContactPicker

 

Item

Description

Pick a Contact

Combo box allowing user to select a Contact for display.  Sorted by last name

Apply

Will automatically fill in the Contact information on the Contact form if the user is creating a new contact and has clicked on the Pick Contact Button.   If the user has selected the Contact status bar option, this button is disabled

Cancel/Close

Cancels and closes the screen without changing the Contact information

Salutation

Salutation for this Contact, for example ‘Dr.’ or ‘Mr.’

First Name

First Name of this Contact

Last Name

Last Name of this Contact

Contact Title

Title for this Contact, for example ‘Director of Operations’

Company Name

Name of Contact’s Company

Address 1

First address line for this Contact

Address 2

Second address line for this Contact

City

City for this Contact

State

State for this Contact

Zip Code

Zip Code for this Contact

Business Phone

Business phone number for this Contact

Fax

Fax phone number for this Contact

Email

Email address for this Contact

Cell Phone

Cell phone number for this Contact

Contact Pager

Pager number for this Contact

Emergency Phone

Emergency phone number for this Contact

Comments

Comments about this Contact

 

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Customize how the software works by setting numerous configurations.  Local Settings affect only a single user, while Global settings affect all users.  These configuration settings appear throughout the System Administration screens and affect different parts of the software. Below is an example of configurations related to Pump Outs, Inspections and other Events. Configurations Tabs are available for System Admin, Facilities Admin, Samples and Results Admin, and Violations and Enforcements Admin.

 

See Flexible Forms under System Admin to set up Global / Local Configurations.

 

 

 

 

 

 

 

 


 

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