How to Enroll a Field - For Admins

Guide For Admins: How to Enroll a Field

The enrollment process for the INVISION Platform is a two step process:

  1. Grower Enrollment: Growers need to be enrolled into a Trial and Protocol. Through this process we collect contact information about the grower, and 
  2. Field Enrollment: Once the grower is enrolled in a trial/protocol, the field they're using for the trial needs to be enrolled. Through this process we collect the field boundary, which makes it possible to collect and analyze data specific to this field.

This document will walk admins through the process of Field Enrollment. Field Enrollment cannot be started unless the Grower Enrollment has been completed. Please see our Guide to Enrolling a Grower In a Trial - For Admins if you haven't completed this step first.

Jump to Sections Below:

Enroll a Field from Grower Enrollment 

Standalone Field Enrollment

Enroll a Field from Grower Enrollment

If you've just completed enrolling a grower into a trial, your confirmation window has an option to continue onto the field enrollment.

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Enrolling a Field That Already Exists in the System
  1. Select A Previously Created Field 
    • If you have enrolled fields in a trial before, you can select them from the dropdown menu.
      • You do not need to redraw boundaries for fields that have already been created and enrolled in a previous trial.

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Enrolling a New Field
  1. Create A Field Boundary
    • To start enrolling your field, you click Create New beside the dropdown.
      Screenshot 2024-03-06 111509.png
    • Name Your Field

      • Choose a unique name for your field and enter it into the Field Name box.


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2. Select a Pre-made Boundary

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3. Upload a Shapefile

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Standalone Field Enrollment

If you need to enroll a field for a grower that is already enrolled, you can do so through the Enrollment Panel on the Trials Overview page. Follow the steps below to learn more.

  1. Login to INVISION
  2. Choose the Trial and Protocol
    • From the Trials Overview page, select the correct Trial and Protocol that the grower needs to be enrolled into using the Find an Enrolled Grower panel.
      Screenshot 2024-03-08 134708.png
  3. Open the Enrollment Panel
    • Once you've selected the trial/protocol click the Enroll Grower / Add Fields button at the bottom of the panel.
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  4. Find the Grower
    • This will open the Enrollment Panel.

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    • Find the grower in the Enrollment Panel that has the field you need to enroll.

      • You can use the search bar at the top to search for the grower's name.
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      • There are also three filters at the top to help find your grower more easily in the table:
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        • All: This filter will show all growers, regardless of their enrollment status
        • Enrolled: This filter will only show growers that are enrolled in the trial/protocol that are selected
        • Unenrolled: This filter will only show growers that are not enrolled in the selected trial/protocol
    • Select their enrollment status under the ENROLL / ADD FIELDS column of the table.

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  5. Add or Create a Field
    • Selecting the enrollment status will open a new menu that lays out all fields that are enrolled for that grower, and the trial/protocol that they are enrolled into.
    • To enroll a field, select the Add New Field button in the top right corner.

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  6. Select Which Type of Field
    • A new window will pop up that will allow you to start field enrollment. At this point, you have two different options for enrolling a field:
      • Enroll a field that already exists in the system.
      • Create a new field boundary and enroll that field.
Enrolling a Field That Already Exists in the System
  1. Select A Previously Created Field 
    • If you have enrolled fields in a trial before, you can select them from the dropdown menu.
      • You do not need to redraw boundaries for fields that have already been created and enrolled in a previous trial.

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Enrolling a New Field
  1. Create A Field Boundary
    • To start enrolling your field, you click Create New beside the dropdown.
      Screenshot 2024-03-06 111509.png
    • Name Your Field

      • Choose a unique name for your field and enter it into the Field Name box.


        Screenshot 2024-12-10 125736.png

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Screenshot 2024-12-10 134057.png 

Screenshot 2024-12-10 134738.png

Screenshot 2024-12-10 140407.png

Screenshot 2024-12-10 141729.png

Screenshot 2024-12-10 142256.png

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2. Select a Pre-made Boundary

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3. Upload a Shapefile

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For additional help, follow along with this video demonstrating how to enroll a new field for a grower:


Revision #12
Created 21 February 2025 17:45:58 by Jake Hudzinski
Updated 12 March 2025 18:54:50 by Elie Regev