Data Operators

Description

Data Operators are flexible data entry forms designed to simplify data entry for different types of operators. The system allows tenant admins to:

• Create Custom Forms: Build data entry profile forms with different field configurations

• Assign User Roles: Create users with "Data Operator" role to access entry pages

• Flexible Field Selection: Choose which fields are required vs. optional

• Multiple Form Types: Support different entry types (Asset Entry, Personnel Entry, Visitor Entry, etc.)

Pre-configured Forms:

• Corporate Office Reception Visitor Entry: Visitor registration

• Corporate Personnel Entry: Employee data entry

• Hospital Asset Entry: Medical equipment registration

• Hospital Personnel Entry: Staff data entry

Features:

• Bulk Import: Import data from Excel/CSV files

• Inline Editing: Edit records directly in grid

• Field Validation: Required fields and data type validation

• Segment Assignment: Assign tags/segments during entry

When to Use

• Customer needs simple data entry interface for reception staff

• Hospital wants quick asset registration at reception

• Organization needs bulk data import capability

• Facility wants different forms for different entry types

Dependencies & Requirements

• Data Operator Role: Users must have "Data Operator" user role

• Profile Pages: Data Operator Profile Pages must be configured

• Permissions: Appropriate permissions for data entry

Configuration Steps

Step 1: Create Data Operator Profile Page

1. Navigate to Settings > Data Operators > Profile Pages

2. Click "Create New Profile Page"

3. Configure profile page:

   • Name: Enter descriptive name (e.g., "Hospital Asset Entry")

   • Type: Select type from dropdown:

     • Asset: For equipment/asset entry

     • Personnel: For staff/employee entry

     • Visitor: For visitor entry

4. Configure fields:

   • Required Fields: Select fields that must be filled:

     • MAC Address (for assets)

     • Name

     • Email (for personnel/visitors)

     • Other fields as needed

   • Assigned Fields: Select all fields that should appear on form:

     • MAC Address

     • UUID

     • Name

     • Segments/Tags

     • Assigned To (Owner)

     • First Name / Last Name

     • Email / Phone

     • Updated At

5. Save the profile page

Step 2: Assign Data Operator Role

1. Navigate to Users > [Select User]

2. Assign role: "Data Operator"

3. Grant access to specific profile pages:

   • Select which profile pages this user can access

4. Save user configuration

5. Repeat for all data operators

Step 3: Access Data Entry Forms

1. Data operators log in to system

2. Navigate to Data Operators menu

3. Select appropriate profile page (e.g., "Hospital Asset Entry")

4. Use form to enter data:

   • Fill required fields

   • Add optional fields as needed

   • Assign segments/tags

   • Save entry

Step 4: Bulk Import (Optional)

1. Navigate to data entry form

2. Click "Import from File" or similar option

3. Upload Excel/CSV file:

   • Ensure file matches required format

   • Include all required fields

   • Match column headers to field names

4. Review import preview

5. Confirm import

6. Verify imported data

Available Field Types

• MAC Address: BLE tag MAC address (required for assets)

• UUID: Beacon UUID

• Name: Asset/Person name

• Segments: Tag/segment assignment (multi-select)

• Assigned To: Owner assignment (Guest selection)

• First Name / Last Name: For personnel entry

• Email / Phone: Contact information

• Updated At: Last modification timestamp (auto-filled)

Troubleshooting

Issue: Data operator cannot access forms

• Check: User has "Data Operator" role assigned

• Check: User has access to specific profile pages

• Check: Profile pages are created and enabled

• Check: User permissions are correct

Issue: Required fields not saving

• Check: Required fields are filled

• Check: Field validation rules (e.g., email format, MAC address format)

• Check: Data type matches field type

Issue: Bulk import failing

• Check: File format matches expected format

• Check: Column headers match field names

• Check: Required fields are included

• Check: Data types are correct (e.g., MAC address format)

Use Cases

1. Hospital Reception: Quick entry of visitor information and badge assignment

2. Asset Registration: Register new medical equipment with BLE tags

3. Employee Onboarding: Enter staff information and assign badges

4. Bulk Import: Import large datasets from Excel files