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translations [2015/02/16 23:55]
120.150.160.101 		translations [2020/09/25 09:53] (current)
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 1. Click Admin > Global Settings > Manage Translations 1. Click Admin > Global Settings > Manage Translations
 +
 2. The Manage Translation Page contains the following: 2. The Manage Translation Page contains the following:
   * "Translation" Field   * "Translation" Field
Line 17: Line 18:
   * "Create Translation" Field   * "Create Translation" Field
   * Table of Default Values and corresponding fields to input Translated Values.    * Table of Default Values and corresponding fields to input Translated Values. 
 +
 3. To create a new Translation, type the New Translation name into the "Create Translation" Field. Click "Create Translation".  3. To create a new Translation, type the New Translation name into the "Create Translation" Field. Click "Create Translation". 
 +
 4. Click on the dropdown in the "Translation" field and you should see this new Translation appear. Select it.  4. Click on the dropdown in the "Translation" field and you should see this new Translation appear. Select it. 
 +
 5. Now you are ready to begin translating the values in CarbonView into your desired language. All text within CarbonView is organised into "Translation Groups". For example, if you select "Unit of Measure" from the "Translation Group" dropdown, the full list of all units of measure will display ready for you to input the translated value. Simply work through the relevant Translation Groups to add all translated values.  5. Now you are ready to begin translating the values in CarbonView into your desired language. All text within CarbonView is organised into "Translation Groups". For example, if you select "Unit of Measure" from the "Translation Group" dropdown, the full list of all units of measure will display ready for you to input the translated value. Simply work through the relevant Translation Groups to add all translated values. 
 +
 +===== To Assign a Translation to a User =====
 +
 +1. Now that you have created a new Translation, it needs to be assigned to the Users that requires it. 
 +
 +2. Assigning Translations to Users is done in the Manage Users section. 
 +
 +3. Go to Admin > Users > Manage Users. 
 +
 +4. Click the "Edit" button next to the User you want to assign the Translation to. 
 +
 +5. In the "Update User" form, select the desired translation from the "Translation" field. Click "Save". 
 +
 +6. The User will now see CarbonView using this Translation. 
 +
 +===== To Create & Customise Flexible Fields =====
 +
 +1. CarbonView has 15 Flexible Fields available to add to the Manage Data form for organisations to capture additional data as needed. For example, if an organisation captures the distance traveled by all fleet and they want to also capture the vehicle driver's name, they can customise/translate one of the Flexible Fields to become  "Driver Name". 
 +
 +2. Flexible Fields are available in the Translation Group "Manage Emission Data Page". 
 +
 +3. As all users are setup as default with the Translation "en_default", by updating the "en_default" Translation, all users should then see the new fields. 
 +
 +Therefore, to customise a flexible field, do as follows:
 +  * Set "Translation" to "en_default"
 +  * Set "Translation Group" to "Manage Emission Data Page"
 +  * Navigate to pages 35 & 36 of the Values Table. This should take you to the start of "F" values and you'll find a list of 15 flexible fields. For example, "Flex 1" to "Flex 15". 
 +  * Type your new field label into the "Translated Value" field next to the desired flex field. 
 +  * Important Note: 
 +    * Flex Fields 1-5 capture numerical data (i.e. 5,231.32). These should be used if you want to capture data to be summed / used in future calculations. 
 +    * Flex Fields 6-15 capture text data (i.e. Bob Smith). These should be used if you want to capture descriptive data that you may want to group/sort data by in future reports. 
 +
 +===== Using Flexible Fields =====
 +
 +All flexible fields are available for entering data against in both:
 +  * The Manage Data Form
 +  * Manage Data Template
 +
 +==== Using Flexible Fields in the Manage Data Form ====
 +
 +1. Select "Manage Emission Data" from the "Emission Data" menu
 +
 +2. Select the Entity & Emission Source you want to add data to.
 +
 +3. In the "Create Emission" form, you will see that the new Flex Field/s that you customised now appear at the bottom of the form. You can now add data and click "Save".
 +
 +Important Note:
 +  * Flex Fields will appear on all data forms. There may be emission sources that these flex fields are not applicable to, such as Driver Name not being applicable for reporting Electricity Use. All flexible fields are non-mandatory so where they are not applicable, just leave blank. 
 +  * Flex Fields will appear in the form using the translated value/label you assigned to it. If you are capturing numerical data, it is a good idea to include the Unit of Measure in the label so that users know what unit to report in. For example, "Distance Traveled (km)"
 +
 +==== Using Flexible Fields in the Data Template ====
 +
 +1. In order to be able to upload data to the Flex Fields using a CSV spreadsheet (i.e. Data Template), an Admin User firstly needs to add these fields to the Data Template for the organisation. 
 +
 +2. To add these, go to Admin > Global Settings > Manage Data Template
 +
 +3. Search for "flex" in the Data Elements table to bring up the list of all Flex Fields. 
 +
 +4. Tick the "Include" box next to the flex fields you wish to include in the data template. Note that in this table, the translated values don't show so you will need to know which flex fields you used. 
 +
 +5. Once you've ticked on your flex fields, click on the "Customise Template" button to check that you're happy with the way the data template looks. If you need to re-order the columns, simply move each data element up/down to reposition. 
 +
 +6. Click "Generate CSV Template" button to download updated Data Template for use in uploading your data. 
 +
 +Note: 
 +  * In the CSV Template, the Flex field headings remain as Flex1, Flex2 etc. You can manually rename these and save the CSV template before distributing to your users. 
 +  * When uploading the CSV template in the Manage Upload Data section, always select "Custom Template" not "Standard Template"
 +  * Ensure that you only enter numerical data against Flex Fields 1-5 and Text data against Flex Fields 6 - 15 
 +
 +===== Customise Reports to include Flexible Field Data =====
 +
 +The Standard Reports available in CarbonView do not include Flexible Fields. 
 +
 +Please feel free to discuss the customisation of reports with your CarbonView account manager so that reports can be updated to include flexible fields. 
 +
 +To raise this as a request with Acresta's Support Team, please use the Support portal at http://support.acresta.com/home
 +
  
translations.1424130941.txt.gz ยท Last modified: 2020/09/25 09:53 (external edit)

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