IN PROGRESS - 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:

Grower Enrollment: Growers need to be enrolled into a Trial and Protocol. Through this process we collect contact information about the grower, and

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.

Enroll a Field Straight 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.

Start Field Enrollment
- Click the Continue to Field Enrollment to start the process.

Select Which Type of Field
- 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

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 trials.

Check the Boundary
- After selecting one of your fields from the dropdown menu, check that the boundary is correct by viewing it on the map.

Confirm and Enroll
- If this is the correct field, hitting the Next button will enroll that field.
- You should then see a confirmation screen. Click Done to complete the enrollment process.

Enrolling a New Field

Create A Field Boundary
- To start enrolling your field, you click Create New beside the dropdown.
- Name Your Field
  - Choose a unique name for your field, and enter it into the Field Name box.
- Decide Which Boundary Creation Method to Use
  - From here, you have three options to create your field boundary:
    1. Draw the Boundary
      - The Default option is to use a series of polygon creation tools to draw your field boundary.
      - You can use the search bar to navigate to the area on the map where your field is located.
      - Once you're in the correct area, you have two different drawing tools available to you.
        
        The rectangular polygon tool will create a rectangular polygon shape as your drag your mouse.
        
        The star shaped polygon tool will allow you to drop connected points to create a polygon.
        
        This tools give you more control over the shape of the field boundary you create.
        
        Double clicking on a point you've created will give you the option to edit that point, allowing you to move it around.
        
        You can use the trash can icon to delete the boundary if you need to start over.
        
        Once your boundary looks correct, clicking the Next button will enroll the field you've just created.
        
        Select Done on the confirmation box to complete the field enrollment process.
    2. Select a Pre-made Boundary
      - The second option to create a field boundary is to select one or more pre-made boundaries, also known as Common Land Units (CLUs) in the US or Legal Land Description (LLDs) for Canada.
      - Click the Select Pre-made Boundary button to use these boundaries.
        
        Scroll in on the map, and you should start to see the boundaries outlined in white.
        
        Clicking on a boundary will select it.
        
        Clicking it a second time will deselect it.
        
        You can continue to select boundaries until the shape of your field is complete.
        
        Once your field looks correct, selecting the Next button will enroll the field you created.
        
        Click Done on the confirmation box to complete the enrollment process.
    3. Upload a Shapefile
      - The third boundary creation option is to upload a zipped shapefile.
        
        Shapefiles are a popular file format for geographic information system (GIS) software.
        
        A shapefile actually consists of a collection of files with the same filename but different extensions that work together. These files store different types of data:
        
        .shp: This file stores the geometry of the feature, which, in the case of a polygon shapefile, includes the coordinates of the vertices that make up the polygon boundaries.
        
        .shx: This is the index file that allows for efficient access to the geometry data stored in the .shp file.
        
        .dbf: This file is a dBASE table that stores attribute data or information about each feature in the shapefile. For polygons, this might include information such as the area's name, population, or any other relevant data.
        
        All of the above files are necessary, and need to be zipped into one file before uploading to INVISION.
      - You'll need to select the UPLOAD option located above the map.
        
        You can click inside the dotted boundary, which will open the files available on your computer, and select the zipped shapefile.
        
        You can also drag and drop a file into the dotted boundary.
        
        If the file did not load properly, is not in the correct format, or is corrupt in some way, you will see an error above the upload space.
        
        Adjust your file accordingly, and try to upload again.
        
        Once the field boundary file is correctly uploaded, you will see a preview of the boundary on the map. Ensure that it is the correct field.
        
        If it happens to be the wrong field, selecting UPLOAD again will rest the page so that you can upload another file.
        
        Clicking the Next button will enroll that field.
        
        Click Done on the confirmation box to complete the enrollment process.

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.

Login to INVISION
- Head over to the INVISION website and login.

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.

Open the Enrollment Panel
- Once you've selected the trial/protocol click the Enroll Grower / Add Fields button at the bottom of the panel.

Find the Grower
- This will open the Enrollment Panel.
- 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.
  - There are also three filters at the top to help find your grower more easily in the table:
    - 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.

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.

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

Select the Protocol
- The protocol will default to the protocol that was previously selected, but you have the option to change it with the dropdown menu.

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 trials.

Check the Boundary
- After selecting one of your fields from the dropdown menu, check that the boundary is correct by viewing it on the map.

Confirm and Enroll
- If this is the correct field, hitting the Next button will enroll that field.
- You should then see a confirmation screen. Click Done to complete the enrollment process.

Enrolling a New Field

Select the Protocol
- The protocol will default to the protocol that was previously selected, but you have the option to change it with the dropdown menu.

Create A Field Boundary
1. To start creating your field, you click Create New beside the dropdown.
2. Name Your Field
  - Choose a unique name for your field, and enter it into the Field Name box.
3. Decide Which Boundary Creation Method to Use
  - From here, you have three options to create your field boundary:
    1. Draw the Boundary
      - The Default option is to use a series of polygon creation tools to draw your field boundary.
      - You can use the search bar to navigate to the area on the map where your field is located.
      - Once you're in the correct area, you have two different drawing tools available to you.
        
        The rectangular polygon tool will create a rectangular polygon shape as your drag your mouse.
        
        The star shaped polygon tool will allow you to drop connected points to create a polygon.
        
        This tools give you more control over the shape of the field boundary you create.
        
        Double clicking on a point you've created will give you the option to edit that point, allowing you to move it around.
        
        You can use the trash can icon to delete the boundary if you need to start over.
        
        Once your boundary looks correct, clicking the Next button will enroll the field you've just created.
        
        Select Done on the confirmation box to complete the field enrollment process.
    2. Select a Pre-made Boundary
      - The second option to create a field boundary is to select one or more pre-made boundaries, also known as Common Land Units (CLUs) in the US or Legal Land Description (LLDs) for Canada.
      - Click the Select Pre-made Boundary button to use these boundaries.
        
        Scroll in on the map, and you should start to see the boundaries outlined in white.
        
        Clicking on a boundary will select it.
        
        Clicking it a second time will deselect it.
        
        You can continue to select boundaries until the shape of your field is complete.
        
        Once your field looks correct, selecting the Next button will enroll the field you created.
        
        Click Done on the confirmation box to complete the enrollment process.
    3. Upload a Shapefile
      - The third boundary creation option is to upload a zipped shapefile.
        
        Shapefiles are a popular file format for geographic information system (GIS) software.
        
        A shapefile actually consists of a collection of files with the same filename but different extensions that work together. These files store different types of data:
        
        .shp: This file stores the geometry of the feature, which, in the case of a polygon shapefile, includes the coordinates of the vertices that make up the polygon boundaries.
        
        .shx: This is the index file that allows for efficient access to the geometry data stored in the .shp file.
        
        .dbf: This file is a dBASE table that stores attribute data or information about each feature in the shapefile. For polygons, this might include information such as the area's name, population, or any other relevant data.
        
        All of the above files are necessary, and need to be zipped into one file before uploading to INVISION.
      - You'll need to select the UPLOAD option located above the map.
        
        You can click inside the dotted boundary, which will open the files available on your computer, and select the zipped shapefile.
        
        You can also drag and drop a file into the dotted boundary.
        
        If the file did not load properly, is not in the correct format, or is corrupt in some way, you will see an error above the upload space.
        
        Adjust your file accordingly, and try to upload again.
        
        Once the field boundary file is correctly uploaded, you will see a preview of the boundary on the map. Ensure that it is the correct field.
        
        If it happens to be the wrong field, selecting UPLOAD again will rest the page so that you can upload another file.
        
        Clicking the Next button will enroll that field.
        
        Click Done on the confirmation box to complete the enrollment process.

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