When you first sign into Fulcrum, you will be taken to the map view of an app you have access to on your device. You can sync your device at any time by tapping the circular “sync”” button located on the top menu bar. You can change the selected app by tapping on the current loaded app’s name in either the map or list views. If there are records on the map, you can edit them from here by tapping the icon to open up a view of the data fields. Records can be downloaded from the Android app settings page.
Fulcrum Login Screen and Organization Context Selection
Many of the options can be found in the overflow menu, such as: The list/map view toggle button, Search records on Android, Android Record Filter, App Settings for Android.
To zoom into a location on the map, double tap the desired area or move two fingers apart on the screen. You can zoom out by pinching your index finger and thumb on the screen.
Additionally, the map and list view buttons work as a “view toggle.” You can only click the map view button while in the records list view, and vice versa. Generating reports can be done from the record edit screen.
Collecting New Data
Fulcrum is designed is to fulfill your data collection requirements in an efficient and timely manner from a mobile device. Apps are designed using the web-based app designer and will appear on the mobile app according to the web created specifications.
Fulcrum automatically captures your location as you create a record, but you can also set or adjust the location manually on Android.
Creating a record is as simple as filling out the fields in front of you. The field types include:
- Single Choice
- Multiple Choice
- Classification Set
Record Creation Screen
At the top of the record creation screen, there is a row of buttons. From left to right, they are the Save Record, Set Location, and Generate Report buttons.
Records Saved as a Draft
If you attempt to save a record before all of the required fields are filled out, you will be asked if you would like to save the record as a draft. If you save a record as a draft, it will be stored locally on the device and will not be uploaded to the server until the required fields have been filled out.
The easiest way to locate records that are currently in a draft state is by using the records list view and look for records that have the yellow draft icon.
Record saved as a draft
Once records have been created, you can always go back and edit them at any time. To edit an existing record, just locate the record on either the map view or list view pages and select the record.
If you are on the map view page you can zoom into the record location, then tap on the record to bring up the record title, tap on the record title to go into the record edit page.
If you are on the records list view page, you can scroll, or use the search box to navigate to records using full-text search. Once the record has been located, simply tap on the record to bring up the edit view.
Setting the Location of a Record
Whenever a record is initially created, Fulcrum will capture your current location as the geotag. If you want to move the point to a different location, you can manually do so by tapping the crosshair icon in the top bar on the record creation/editor view.
This will bring you to a set location page where you can set the record’s new location. You can move the record to your current location by selecting the crosshair icon in the upper right or pan to any location by dragging the map around. Once you have the location set, tap the save button.
Center the crosshairs on a new location and tap save icon when you're done
Additionally, you can manually enter in the location information by tapping on the coordinates at the bottom of the set location screen. Once you have entered in the location information you can tap done and verify the location is correct on the map.
Manually enter in the coordinates
How to Delete a Record
You only have the ability to delete records from the mobile device. Any records that were downloaded or previously synced to the server will still remain on the server. Any records that have not been synced to the server will be completely deleted.
To delete a record, locate the record in the record list view.
Once the records located, press and hold on the record you wish to delete from the mobile device. After a few seconds, the delete record confirmation will appear.
If you wish to remove all of the cached records on the device you can do so through the Android app settings page.
A report can be generated for any record created in Fulcrum, right from your mobile device. When you generate a record a PDF file will be created. You can then send this file to others through email or SMS. You can even print or use another app to access the file. In order to generate a record, the device does have to have either a WiFi (with internet access) or cellular data connection. We also offer custom reports. If you are interested in a custom report, simply submit a sample report here.
Generating a Record Report
From the record creation/edit page, select the report icon on the top right corner of the record creation/edit page.
Record creation/edit screen
Once the report has been generated, it will be set to your mobile device. Once on your mobile device, you have the option of sharing the report.
Sharing a Record Report
To share the record report, tap on the send/properties icon.
Depending on what you have installed on your Android device, you will then be presented with what apps you would like to open the PDF in.
Record list view is an alternate view to the standard map view. From the record list view page, you can search the records and filter the records to locate existing records, similar to the map page. You can also delete local records by long pressing on them from the record list view.
By tapping a record from this list, you can view, modify, or edit existing records. The records list also shows you how many records are displayed, downloaded to on your device, and how many total number of records synced to the server for that particular app.
On the right side of the record list view, you can see the upload status of the record. There are four states that a record can be in.
- Successfully Synced: The record has been synced successfully or there has been no changes made to the record since it was downloaded to the mobile device.
- Saved as a Draft: The record has been saved as a draft. Records saved as a draft will be stored locally on the device until all required fields have appropriate values.
- Has Not Been Synced: The record has not been synced to the server.
- Attachments Are Not Synced: If you have changed the attachment sync settings in the app settings, any records that currently do not have attachments synced will show this icon. The attachments will sync the next time a sync is performed where the sync settings have been met. Note: This icon may appear if syncing over a poor/intermittent network.
By long pressing on a record will reveal additional options.
- Duplicate - Duplicating your records can assist in quicker data capture when most of the new records being created have the same data as a previously captured record.
- Show on Map - Shows were the record is located on the map view.
- Driving Directions - Get driving directions to a record’s location. Note: uses the device’s default navigation app.
- Generate Report - Generate a PDF report for the record.
- Delete Record - Any records that have not been synced will be permanently deleted. Synced records will be removed from the local record cache but will return during the next sync.
Full-Text Data Search
Often while working on the mobile device, users may need to search for a record to update information or correct the location. On Android devices, this can easily be done while out in the field.
You can do a record search from either the map view or the list view. From the mobile device, tap the overflow menu icon and select Record Search. A search bar and keyboard will pop up. You can use the record search tool from either the map view or record list view.
Simply enter your search term and select a record from the results.
You may try searching for a specific ID number or even key phrases from a choice list or classification set. The search will return all records that contain the search values. Once you have located a record through the search, tap it to view or modify it.
Lastly, if you have barcodes captured in your data, you can use the barcode scanner in the search box to scan the barcode to search for a record.
Record Filter & View Options
Once records have been created, you can filter them by project and/or record status. This adjusts the records that show up in the map and list views. You can combine as many requirements as necessary.
To access the record filter options. Tap on the overflow menu icon and tap record filter.
To add filters, just tap on the filters you would like to add. To remove a filter, just tap on the filters that have a check mark next to them.
A record can be duplicated in the field directly from your mobile device. Any record can be duplicated by long pressing on the record from the records list view and then selecting duplicate.
When duplicating a record you have three options: To duplicate the record’s data values and location, to duplicate the data only, and to duplicate the location only.
The App setting page is where you will be able to set the map view’s basemap & layers, records list view, sync, and video options. As well as access the data management, account settings.
Map View Options
Set the layers & basemaps that you would like to use in Fulcrum.
List View Options
Set if the list view is filtered by the bounds of the map view and how you would like the records sorted.
Auto Sync Records: If enabled, every time a record is saved on the mobile device Fulcrum will attempt to sync the record to the server. If there is no data connection, either through WiFi or Cellular the record will not sync and you will have to sync later. If you do not wish to sync over a cellular network, then it is recommended to not enable this feature.
Media Sync Settings: Allows you to set the sync settings for media. This includes: Photos, Videos, and Signatures. You have three sync settings to choose from: Cellular or WiFi, WiFi only, or Never.
Adjust the photo quality setting between available quality settings: Native, High (1080), Medium (720), and low (480). Depending on the camera app’s quality setting, Fulcrum may downscale the photo to the quality setting set in Fulcrum. If the quality setting in the camera app is lower than the setting in Fulcrum than no upscaling will occur to the photo.
Note: Adjusting the photo quality can have a big impact on sync times, cellular data consumption, and the amount of media storage your videos consume.
Adjust the video quality.
Note: Adjusting the video quality can have a big impact on sync times, cellular data consumption, and the amount of media storage your videos consume.
Resetting the stored records cache will remove all cached records on the device. Any records that have not been synced will not be removed.
The "my account" page shows you your account information. Included in the account information is your name, email, the organization context you are signed into and your given role within that organization. This information is helpful if you are a part of multiple organization accounts. You can also log out of your account from this page. This page can be found by selecting my account button located in the overflow menu.
The about page contains the Fulcrum version, support, and terms of service information. As well as, some additional tools & utilities. The backup database function will create file that you can share with us in the event that there is an issue with the normal means of syncing your records to the Fulcrum server.
Utilities & Tools
Database Export: This tool will create a copy of the Fulcrum database and store it on the external storage of this device. The backup is intended for developer troubleshooting only and can not be directly imported into Fulcrum.
Location Debugger: Use this tool to see the details about the location updates Fulcrum is receiving. This can be used to help troubleshoot external GPS accessories.
Orientation Debugger: View the device’s orientation sensor output, including azimuth, pitch, and roll.
Maps and Layers
All Fulcrum accounts come with a list of online basemaps provided by Google, but you can always create and upload your own offline .mbtiles file that can be used either as a basemap or a layer. Load MBTile files to create interactive overlays of point, line or polygon data to help guide your data collection project in the field.
When working on a WiFi or 3G or greater network you can choose from the list of Online Maps or choose to download your offline map(s) that will be cached to the app. Be sure to download your offline maps over WiFi before heading out to collect data in offline environments since downloading these large files on your cellular plan uses your network data.
Both Basemaps and Layers can be managed directly from the app settings menu.
Add layers or custom basemaps for offline use through the web or directly to your Android device. The layers settings allows you to download, enable, or disable a layer. Clicking the file icon in the top right will allow you to locate a layer that was directly loaded to the device.
You can arrange your layers by pressing and dragging them in the order you wish to have them loaded. The layers at the top will be presented on the highest level.
To delete a layer locally, tap on the trashcan icon in the upper right corner and select which layers you would like to delete.
In the basemaps section, you will find a list of maps that can be used while you are connected to a WiFi network or have a cellular data connection.
Using Repeatable Fields to create Child Records on Android
Adding child records to a parent record on a mobile device is as easy as creating any other record. The repeatable field will be shown in the parent record as if it were a normal drill down section field.
Once in the repeatable section of a record, you can add child records by clicking the add child record icon in the top right corner. There is also list view and map view options and a child record search box. When you are finished adding child records to the parent record tap the Android back arrow and then tap the save button to save the child records added.
Android repeatable section views (list and Map)
Linking Records Using the Record Link Field
Linking records from other apps on the mobile device is similar to selecting a choice value. When you come to the record link field you may have two options, to either select an existing records or to create a new record.
Selecting an existing record will open a pick list, that can be searched. Once selected the record will be linked to the record you are creating/editing. If you have the option to link multiple records enabled you will be able to link another record.
Selecting to create a new record will take you to the record editor in the linked app and allow you to enter the data you wish to capture to that new record. Once you have finished you can save the record and it will automatically be linked to the record with the record link field.
Using the Location Debugger
The Location Debugger view in Fulcrum for Android is helpful for viewing the raw GPS information that Fulcrum is receiving from the onboard or external GPS sensors. It can be particularly helpful when using 3rd-party Bluetooth GPS receivers to make sure Fulcrum is receiving location data from the right sensor.
To browse to the location tools on your Android device, go to Settings → Tools & Utilities → Location Debugger.
Location debugger shows full GPS sensor info
Of note is the “Provider” reading, which indicates from where Fulcrum is receiving GPS sensor readings:
- Fused means data is coming from the onboard location services, including GPS and/or assisted GPS from cellular. This is the same as you’d get in day-to-day use of other mapping applications on your device.
- Fused (mock) means data is coming from a mock GPS provider, meaning another third-party application that is using Android’s mock location services to provide its own readings. Third-party GPS hardware requires this to override the onboard location services.