Simplified Usage

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As the title suggests, this is a simplified description. For a complete understanding of GeoWork, refer to the individual categories in detail.

Before using this simplified guide, note that the user experience may vary depending on account licensing, as well as project and task settings. Some features or buttons may not be available in all cases.

1. Dashboard

To use GeoWork, a user must first have an account and be logged-in. When GeoWork is opened on a mobile device or in a web browser on a computer, the dashboard is displayed. This serves as the main homepage of GeoWork.

From the dashboard, a user can manage projects, tasks, and vehicles, each accessible through its respective tab. Selecting any of these tabs displays a set of tools for interacting with the chosen category, along with a list of items (projects, tasks, or vehicles).

1.1. Projects tab

The tools section in the Projects tab includes:

• a button for creating new projects
• a dropdown to switch between active and archived projects
• a search bar for quickly locating a project by name
• a button for refreshing the projects list

Below the tools section is the project list. Each project is displayed as a row containing:

• the project name
• the project owner
• the creation date

Selecting a project opens it.

1.2. Tasks tab

The tools section in the Tasks tab includes:

• a button for creating new tasks
• a dropdown to switch between the tasks assigned to the user and the tasks managed by the user
• a search bar for quickly locating a task by name by name
• a button for refreshing the tasks list

Below the tools section is the tasks list. Each task is displayed as a row containing:

• the task name
• the task status
• the task priority
• the project within which the task is assigned
• the date due to witch the task must be completed

Between the tools section and the task list, there is a sorting section. This section contains arrows next to each criterion, allowing the list to be sorted accordingly.

Clicking a task opens a window displaying all task details. From this window, tasks can be started, paused, or completed.

1.3. Vehicles tab

The tools section in the Vehicles tab includes:

• a button for linking new vehicles
• a button for refreshing the vehicles list

Below the tools section is the vehicles list. Each vehicle is displayed as a tile (multiple vehicles can be displayed next or under each other) containing:

• the vehicle's name
• the vehicle's icon

Clicking a vehicle opens a window displaying all vehicle details. From this window, the vehicle can be assigned to a project.

2. Project(s)

Projects are the central workspace in GeoWork, where cooperation between users and vehicles takes place. A licensed user creates one and then invites other users to join it and participate

Each project is built around a map, which serves as the base layer. Various types of data can be displayed on this map depending on the project’s purpose, including:

• locations of users and vehicles
• additional layers (e.g., thermal scans, RGB imagery)
• markers created by users or vehicles

2.1.1. Markers

Markers are one of the core features of GeoWork. They are created by users and vehicles, they represent specific locations on the map and are used to store and communicate information. Each marker:

• has a fixed location (unless manually moved)
• can contain additional data such as name, comments, images, and history
• can be assigned a state (e.g., Checked, Interesting, Dangerous)
• can have tasks assigned to it

Selecting a marker opens a detail window where this information can be viewed and managed.

2.1.2. Project Functions Sidebar

The project functions sidebar is the main control panel within a project. It is displayed:

• on the left side on desktop devices
• at the bottom on mobile devices

It contains several tabs:

1. Project Information

• allows modification of general project settings, such as the base map and user invitations

2. Markers

• used to manage markers within the project
• includes:
  • tools for creating advanced markers
  • a list of all markers
  • options to open, share, or delete markers
  • filtering options (e.g., by creator or assignment)

3. Tasks

• allows users to view, assign, and manage tasks within the project. Tasks may be linked to markers but do not have to be

4. Layers

• used to manage additional map layers, such as thermal or RGB overlays

5. Users

• displays all users in the project and allows task assignment directly from the list

6. Additional Tools

• contains other tools that do not fall into the previous categories.

2.1.3. Project Settings

A button located at the top of the screen, next to the project name, opens the project settings. Here, the project can be configured according to its specific use case. This includes:

• project name and description
• marker state configuration
• project management options (e.g., deletion)

2.1.4. Access Management

One of the most important parts of the project settings is access management.

Roles define sets of permissions within the project. These roles are assigned to users to control which actions they are allowed to perform.

2.2. Create a project

A licensed user can create a project from the Projects tab on the dashboard by clicking the "New Project" button.

Once clicked, the user is guided through a setup process. Only the first step is required, while the remaining steps may be skipped. The setup process includes:

• defining the project name and description
• configuring layer groups
• setting up marker states
• configuring access management (roles)

After completing or skipping the optional steps, the project is created and can be opened.

2.3. Invite users to project

When a project is created, the user who created it (referred to as the owner) is the only member of the project. The owner can invite other users to join.

Invitations can be created in two ways:

1. From the general project information section in the project functions sidebar
2. From the project settings, in the Project Invites category

When creating an invitation, the following information must be provided:

• email addresses of the invited users
• expiration date of the invitation
• maximum number of users who can use the invitation link
• roles assigned to users who join via the invitation
• whether only accounts registered with the specified email addresses can use the link
• an optional note with additional information

After selecting the "Create Invite" button:

• invitation links are sent to the specified email addresses
• an invitation link is generated, allowing users to join the project
• a QR code may also be generated for the same purpose

To join a project using an invitation, the invited person must have a GeoWork account and be logged in. The project will be joined using the account active on the device where the link or QR code is used.

2.3.1. Public access

Enabling this option generates a public access link.

When enabled, anyone with the link can view the project without needing to create an account or log in. However, these users have view-only access and cannot make any changes.

3. Tasks

Tasks are used to manage cooperation between users within one or more projects. They define who is responsible for a specific action, where it should be performed, and may include additional information such as instructions, step-by-step checklists, and other relevant details.

Tasks can be assigned either from the Tasks tab in the dashboard or directly within a project where the task is to be performed.

When creating a task, the assigning user must provide the required information and may optionally include additional details:

• the project in which the task will take place
• the title (and optionally the description)
• the assigned user (optional)
• the priority (optional)
• a checklist of sub-tasks (optional)
• a linked marker (optional)
• additional relevant information

Users can view tasks either in their task board or within a project. Tasks assigned to the user are displayed in these views.

Selecting a task opens a detail window containing all relevant information. From this window, users can manage the task lifecycle:

• Start Task – begins work on the task
• Pause Task – temporarily suspends progress
• Resume Task – continues a paused task
• Complete Task – marks the task as finished

4. Vehicles

Vehicles can be managed from the project settings.

5. Roles

Roles define the permissions that each user has within a specific project. They are used to maintain structure and control over actions performed within the project (for example, preventing unauthorized deletion of tasks or markers).

Roles are assigned by the project owner and are configured within the project settings, under the Access Management section.

Each project includes the following default roles:

• User

  • has sufficient permissions to contribute to the project but cannot manage or significantly modify it

• Manager

  • has full permissions within the project

• Pilot

  • has limited management permissions required for operating vehicles, without access to core project management functions

The project owner can also create custom roles by selecting the "Create New Role" option within the settings. This opens a configuration window where:

• basic properties (such as title and color) can be defined
• permissions can be enabled or disabled using selectable options

Roles can be assigned to users in two ways:

• within the project settings, by selecting a role for each user from the user list
• during the invitation process, by assigning a role to the user before they join the project

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Example Use Case

The following example illustrates how GeoWork can be used in practice:

A farm owner creates a project in GeoWork and adds all workers as users. Markers are placed on key locations, such as plantations and animal enclosures. Workers are assigned roles based on their responsibilities: Plant care workers are assigned tasks related to watering specific areas. Markers may use states such as Unwatered and Watered. Egg collectors visit designated locations daily, collect eggs, upload photos, and record quantities using comments. Marker states such as Uncollected and Collected are used. Animal control workers are assigned tasks to remove animals from certain areas. Drone operators capture thermal imagery and upload it as map layers. Based on this data, the owner identifies areas requiring attention and creates markers accordingly. Tasks are assigned to relevant workers, and marker states are updated as work is completed. Temporary markers (e.g., for detected animals) can be removed once the issue is resolved, while permanent markers (e.g., plantations) remain.

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Simplified usage

info

As the title suggests, this is a simplified description. Please read each category in order to fully understand GeoWork.

Before getting into this simplified guide, bear in mind that users can have a slightly different experience (some buttons or functions missing), depending on their accounts' licensing, and on the settings of projects and tasks.

Dashboard

The first step to use GeoWork is to have an account and to be logged-in. If done correctly, oppening GeoWork on either your mobile phone or in the web version on a computer is going to load the dashboard. This is the "home page" of GeoWork, where a user can manage projects, tasks and vehicles, with each of these 3 categories having their own tabs.

When clicked into any of these tabs, the user is met with some tools to interact with the selected category, and a list of either projects, task or vehicles below the toolbox. This toolbox changes depending on the tab.

The toolbox in the projects tab contains a button for creating new projects, a option dropdown box to choose wheter to show active or archived project, and a search bar, in which the name of a certain project can be typed in order to find it quickly. The project list below is made of columns only, each column is for one project. Written on the left side is the title of the project and the account name of the owner of the project. The right side of each column displays the date when the project was created. Clicking on one of this columns opens up a project.

Project

Projects are where the main cooperation in the field between users and vehicles happen. Projects consist of a map, that serve as the base layer for everything. There is a lot that can be shown on this map, depending on the needs of the work for which the project is used. Locations of each users and vehicles can be shared there, additional layers with supplementary information (thermal scans, ...) can be loaded over it, and markers can be created by users and vehicles.

Markers are one of the most important features inside GeoWork. They are points on the map, appearing as reversed pear shapes, individual to each project, that are created by users or vehicles to store information. The first and most obvious information that they save is a precise location, as markers do not move (unless a user moves them manually). When clicked on this point (the reversed pear shape), it oppens a window with much more information that can be added, communicated, shared and stored. Users can give it a name, send comments and pictures in the window, flag it under a state which may represent further information about a marker (ex. "Checked", "Interesting", "Dangerous", ...), assign a task related to the markers' location to a user (ex. "Go check", "Go watter the plants here", ...), see when which action related to the marker was done, and much more.

The black bar, either situated on the left on a desktop device or on the bottom on a mobile device, is called the project functions sidebar. Here, other tools and functions of the project can be interacted with. The first tab on it are the general project information, where the base layer map can be changed, and users can be invited into the project. The second tab is for the management of markers. In the top, there are tools for creating advanced markers. Under it is a list of all markers in the project, where a user can click on any marker and making the window to manage it appear, or they can press the share button next to the name of the marker in the list to share it, or the delete button to delte the marker. There is also an option to filter the markers list by certain criterias, such as who created it, who it is assigned to, and other. The third tab is the management of tasks. Tasks can be assigned within a project by some users to other users, they can be related to markers, but dont have to be. Users can see and manage these tasks here. The fourth tab is for the management of layers. Layers are kind of like images displayed above the map, that may match the map of the are above which they are displayed, but with additional visual information, such as thermal layers, rgb layers, and others. The fifth tab is about users. Here, all the users present in the current project are displayed in a list. They can be assigned task dirrectly from here by clicking the "+" button next to their name. The sixth tab is for additional tools that do not fall within any of this category.

In the top part of the screen, next to the name of the project is a button which is going to take you into the project settings. Here, the project can be setted up to work more approprietly for the work for which the project is used. There are things like setting up what marker states are going to be in the project, the name and description of the project, management of the project such as deleting it, and more. The most improtant part about the project settings is the access management. It is where roles are managed. Roles are sets of permissions to do actions inside the project, and roles are assigned to users, so that they have just the permission required.

Example of how a full project would work: Lets say a farm wants to more easily managed using geowork. The owner of the farm is going to create a project in geowork and add all of the workers. He will create markers on all of the plantations and house full of certain animal spots. Each worker will be given a role with the name of their job and permissions that mach that. For example, there will be workers for wattering plants. Their role will be watterers, and they wont have many permissions such as creating and deleting markers, because they dont need them. The owner will assign them tasks, which will be linked to markers with the exact plantations that they have to water that day. In the marker states, there will be states such as unwatered and watered. Before the workers will go there, the markers of the plantations will be flagged as unwatered. When the workers will go there and water them, they will change the status of the marker as watered. Other workers will be responsible for collecting chicken eggs. They will go to the marker of the chicken hous every day, collect all of the eggs, take a photo into the marker and add a comment howmany eggs they collected that day. Ther will also be statuses uncollected and collected. Before they go there, the status of the marker will be uncollected. When they go there, the status will be colected. There will be other users that will be responsible for removing animals from the strawberry bushes. The owner will hire drone pilots, they will fly with a drone, scan the area with a termal camera, and then add that scan as an additional layer over the bushes on the map. The owner will the look at the layer, and check where he can see animals inside the strawberry bushes. He will create markers on the places where he will see animals thanks to the thermal scan, and assign this markers to the workers who remove the animals. There will be statuses undone and done. The markers with eht animals will be flagged as undone, when the workers go there and remove them, they will flag them as done. Once they are removed, the owner can delete these markers, as they do not symbolise anything aynmore, unlike the markers that symbolise the plantations and houses where certain type of animals are kept.