Overview

When you access a panel via its link in the Professional Panels list, you come first to the Panel Overview page. This page provides general information about the panel, presented on three tabs.

• The General tab.
• The Permissions tab.
• The Active Languages tab.

Note: In the event your company has licensed one or more extensions, then an additional tab will be available.

General

This tab displays general information about the panel.

Figure 1 - Example of the Panel Overview General tab for a panel

 The information presented on this tab is as follows:

• Panel ID – the unique identification number for the panel. This is allocated automatically by Forsta Plus when the panel is first created and cannot be changed.
• Panel Name – the identifying name of the panel, given by the person who created it. You can change the name here.
• Company – the company registered as the “owner” of the panel. This can be changed here if you have the necessary permission. Click the down-arrow beside the field and select the required company name from the list.
• Description – a description of the panel, for future reference. Type in text here.
• Languages – the language(s) selected for the panel. To add a language, select it in the Available column and click the >> button to move it to the Selected column. The selected languages are then listed in the Active Languages page (go to Active Languages for more information).
• Categories and Keywords – the keywords registered for the project as listed in the Keywords column on the Professional Panels List page (go to Accessing Professional Panels for more information). To add a keyword, select it in the Available column and click the >> button to move it to the Selected column.
• New Keyword – use this field to add keywords to the Available list. Type the required word into the field and click Add.
• Creator – the name of the user who created the project. This cannot be changed.
• Created – the date and time when the project was created. This cannot be changed.
• Last Modified - the date and time when the project was last modified. This is updated automatically by Forsta Plus and cannot be changed manually.
• Status – the current status of the project. This is updated automatically as the project progresses.
• Deployment – the type of deployment selected.
• Panel Portal URL - the URL to the portal currently selected for this panel.
• Enforce HTTPS… – check this option to enforce HTTPS use in Advanced Reporting, accessing reports via the Enduser interface, for this project.
• Email address... - type in the email address to which you want error message emails to be sent in the event scripting errors are found in the interview. The default will be the email address of the current user (you).
• Enable database encryption - if your company has the required add-on, you can select this option to encrypt the production database. Refer to the Professional Authoring documentation for further details. Note that test databases are not encrypted, and it is not possible to change the encryption state of a previously launched database; once a database is launched, if you wish to change the encryption state you must create a new database.
• Project Tasks button – opens the Tasks management page.
• Recurring Tasks button - if this panel has recurring rules that are active, then this button will appear. Click the button to open the Tasks Management page. In this page you can disable the recurring tasks or edit them as required (go to Setting Up Recurring Tasks for more information).

Project Tasks

The Tasks page allows you to check the status of any tasks requested for this panel.

Note: You can view all tasks by deleting the Project ID from the search criteria field and clicking Search.

To access this page: From the Panel Overview page > General tab, click the Project tasks button at the bottom of the page. The Tasks page opens at the Search tab. Forsta Plus users who have Administrator permission to a project will be able to see and search for all batch tasks that have been set up for this panel.

You can also access this page by going to the Quick Access pane > Tasks menu command. This will route list all tasks, but you can view only the tasks for one particular project by typing the project ID into the appropriate search field (go to Changing the Execution Settings for more information).

The page comprises six tabs:

• Scheduled tab- lists all the tasks that are scheduled to run.
• Executing tab - lists the tasks that are currently executing.
• Completed tab - lists all the tasks that have already run and are completed.
• Aborted tab - lists all the tasks that have already run but which have aborted for some reason.
• Recurring tab - lists any tasks that are recurring.
• Search tab - lists all the tasks, enabling you to conduct searches more easily.

Figure 2 - Example of the Task page

The In the event the task list is extensive, you can search through the list using a number of criteria:

• Task Type - if you know the type of task, select from the drop-down list.
• Company - if you know which company created the task, select it from the drop-down list.
• Server - the server the task is/was run on. Select from the drop-down list.
• Recurring - If you know whether or not the task is recurring, select as appropriate here.
• Period - if you know when the task was run, select the period from the drop-down list.
• Report Number - if you know the number of the report the task was associated with, type it in here.
• Task ID – the ID number given to the batch job by the system. Click on the header to sort the list.
• User ID – the login ID for the user initiating the task. Click on the header to sort the list.
• Project ID – the system-generated project number. Click on the header to sort the list.
• Task type – the type of task to be performed. Click on the header to sort the list.
• Schedule – the schedule date (the date the task was initiated). Click on the header to sort the list.
• Status – select a status from the drop-down list. Click on the header to sort the list. For Completed and Aborted tasks, only the tasks run during the past 7 days will be shown. Completed and Aborted tasks that are older than 7 days are deleted.
• Company - the registered company of the user who initiated the task.
• Server - the server on which the task is/was run.

Click on the Task ID number to go to the task details window. Here is displayed information about the particular task, and you can disable the task, set up or change the recurrence pattern (go to Setting Up Recurring Tasks for more information), check the details etc. The details presented differ for the different task types. The figure below shows an example of the dialog for a sampling task.

Figure 3 - Example of a Task Details window

Click Close Window to return to the Tasks page.

Note: To avoid unnecessary strain on the server if there is an error in the file, Forsta Plus sets a limit on the time a task can run before it is aborted. However, this may also result in heavy tasks (for example based on long questionnaires) being stopped before they are completed. In the event this becomes a problem, ask your Forsta administrator to adjust the time limitation.

ASP only - Contact Forsta Professional Services for assistance: [e-mail]