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June 2016 1
Version
Trimble TerraFlex with
Positions Desktop Extension
Training Manual
June 2016 2
Version
Table of Contents
Section 1: Preparing an ESRI Database for TerraFlex Page 4
Section 2: Configuring Positions Desktop Page 5
Section 3: Activating the Positions Desktop Extension Page 7
Section 4: Creating a TerraFlex Project Page 8
Section 5: Publishing a TerraFlex Project Page 12
Section 6: Creating Real-Time Corrections Configurations for TerraFlex Page 14
Section 6.1: VRS Real-Time Correction Page 16
Section 6.2: SBAS Real-Time Correction Page 18
Section 7: Adding Users to TerraFlex Page 19
Section 8: Editing TerraFlex User Settings Page 20
Section 9: Opening a TerraFlex Project in the Field Page 21
Section 10: Configuring TerraFlex Settings Page 21
Section 11: TerraFlex GNSS Status and Accuracy Page 24
Section 12: TerraFlex Map View Page 25
Section 13: Collecting a Point Form Page 26
Section 14: Collecting a Line Form Page 27
Section 14.1: Collecting a Line Using Single Vertex Capture Page 28
Section 14.2: Collecting a Line Feature by Streaming Page 29
Section 15: Collecting a Polygon Feature Page 31
Section 15.1: Collecting a Polygon Using Single Vertex Capture Page 32
Section 15.2: Collecting a Polygon by Streaming Page 33
Section 16: Nesting a Point Feature Page 35
Section 17: Syncing Collected Forms to the Office Page 37
Section 18: Clearing Forms from an Existing Project Page 38
Section 19: Closing a Project and Exiting TerraFlex Page 38
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Section 20: Checking Collected Forms into ArcMap Page 39
Section 21: Selecting Forms for ArcMap Check-In Page 41
Section 22: Creating Tasks to Check Out Existing Data Page 43
Section 23: Opening and Editing Tasks in TerraFlex Page 45
Section 24: Syncing and Closing Tasks Page 48
Section 25: Downloading Completed Tasks into ArcMap Page 49
This area reserved for addendums
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The following document is a walkthrough of the Trimble TerraFlex with the Positions desktop extension workflow. The Posi-
tions desktop software suite can be used with other mobile solutions including TerraSync, ArcGIS for Mobile, and ArcPad. While
this document is specific to the TerraFlex workflow other training manuals are available for the other mobile solutions. This
manual is designed for those with a working knowledge of ESRI desktop. For questions regarding the software, capabilities, and
certified training courses please contact your local Precision Laser & Instrument Inc representative or MGIS technical support
at 724-266-1600.
Section 1: Preparing an ESRI Geodatabase for TerraFlex
1. When creating your feature classes,
make sure “Coordinates include Z val-
ues” is unchecked. If checked, Ter-
raFlex will populate the elevation val-
ue with a combination of both HAE
and MSL values.
Note: This is only required for accu-
rate elevation values.
2. Make sure that all feature classes being
used for data collection are in the same
XY coordinate system.
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3. For any feature classes that will require pho-
tos, attachments will need to be enabled. Right
click on the feature class/ Manage/ Create/
Attachments*.
Note: ArcGIS Standard or Advanced is needed
to create attachments.
A table and a relationship class will be created
for every feature class that attachments are ena-
bled. Any photos that are taken for the feature
class will be embedded in the related table.
Section 2: Configuring Positions Desktop
1. Under the list of installed programs on your
PC go to Trimble->Desktop Configuration
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2. In the Desktop Configuration you will need to es-
tablish an Open Database Connection (ODBC) to
store the Positions project settings.
Click “Create a new connection” to establish a data-
base connection.
Note: This ODBC will only store the Positions pro-
ject information. Features, attributes, and position
information will be stored in the ESRI geodatabase.
3. Under Select configuration type choose who will
have access to this database.
Single user: only the user your are currently logged
into the PC as.
All users of the PC: all users with login credentials
for the PC.
4. Under “Select database configuration method” there
are 3 choices available; SQLite, MDB, or one of your own
ODB Connections.
SQLite and MDB are the 2 options available with the Posi-
tions Desktop software installation. Because of storage
limitations and speed issues with MDB Jet databases, it is
recommended to use the SQLite option.
Select “Create a new SQLite database for me”.
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1. Inside ArcMap click the Customize
drop down menu and select Exten-
sions.
5. Click “Click here to create a file”. This will create
the SQLite database and provide you with a file path
to the database location on the PC.
6. Click “Test data source”. A dialogue window should
appear stating that the data source is correctly set (A).
Click OK to close the dialogue window.
Click “Save and apply configuration” and then close the
Positions Desktop Configuration.
2. Check the box beside “Trimble
Positions Desktop” to activate the
extension.
If the extension is not visible in
the list, you will have to manually
install it.
The Positions Desktop RELEASE
NOTES contain instructions for
manually activating the extension.
Section 3: Activating the Positions Desktop Extension
3. Close the Extensions window
(A)
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4. Right click in the ArcMap toolbar and select
the Trimble Positions extension to add it to the
toolbar.
1. Add your feature classes to ArcMap. You
do not have to add the attachment tables or
relationship classes.
2. Once the feature classes have been added,
adjust your feature symbology and save the
map document.
Section 4: Creating a TerraFlex Project
3. On the Positions toolbar,
click the Desktop Admin-
istration button.
4. Click the Projects button
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5. In the Projects window, click on the
Create button to create a new project.
6. In the Project Type drop down
menu select “TerraFlex”.
If everything has been set up cor-
rectly to this point, a green check
mark will appear stating that the
Map document can be used with
Trimble Positions Desktop.
The Datum transformation infor-
mation will also appear. The
“Transformation to use” is the
transformation that Positions will
use to covert the collected GPS co-
ordinates to the chosen ESRI data-
base coordinate system.
Note: All layers in the map docu-
ment must be in the same coordi-
nate system.
Click “Start” to create a project.
7. Workspace is the ESRI geodatabase
that you would like to use to create
the project. Only 1 database can be
selected per TerraFlex project.
By default all available layers will be
selected to include in the project. Un-
check any layers that you do not wish
to include in the project.
Also by default, any layers in the map
that are not in the chosen workspace
will not be visible.
8. Click “Next” to continue
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8. In the Selected layers window click on
any of the active layers.
10. The auto collected fields allow GNSS
metadata to be stored in each layer. The
metadata can be stored in fields that al-
ready exist in the layer or the project man-
ager can create a new field to store the
values.
11. Click “Next” to continue
Collected By: Name or ID of the person
collecting the data.
Device Type: Model of the device being
used for data collection.
Device ID: Serial number of the device
being used for data collection.
Correction Status: Accuracy level of the
GPS position(s) recorded in the field.
Note: You can leave the Auto Collected
Fields blank if you do not want the infor-
mation to be included.
9. To set a required accuracy for the layer
enter the required accuracy in the Accura-
cy Threshold section. Leave this blank if
there is no required accuracy for collec-
tion. Note: The accuracy threshold is in
meters.
If you would like for the field technician to
still be able to collect features even if the
accuracy is not achieved check “Allow field
user to override accuracy thresholds”. (A) (A)
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11. Under Project Name type a name for the
TerraFlex project.
The project by default will be linked to the
current ArcMap document.
12. If checked, the newly created project
will be set to the active TerraFlex project. If
you do not want this to be the active pro-
ject, uncheck “Set as the current project”.
13. Click “Finish” to close the Create Project window.
14. A message should appear stating that the project
was successfully created.
Click “OK” to close the window.
15. The currently active project will be
highlighted green in the Projects
menu.
To create additional projects repeat
steps 5-14.
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1. The newly created project will
need to be published to the cloud.
Select the project and click the edit
button.
2. Under the “InSphere Authentication”
enter your TerraFlex username and pass-
word.
3. Click the “Update” button to log into
your account.
4. Under “Associate other users to the
project” add any other users that need
access to the project. If you have more
than one user, but they are not listed we
will add them in a later step.
5. Check “Associate current user to pro-
ject” to link the project to your username.
8. Click Next
6. Check “Publish templates for data
update” to allow users to update ex-
isting features. If unchecked, the users
will only be able to collect new fea-
tures.
7. Click “Publish” to publish the project
to the cloud.
Section 5: Publishing a TerraFlex Project
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9. You will receive a message stating that the pro-
ject has been successfully published. Click OK to
close the dialogue box
10. Click the “Cancel” button to
close the project editor.
11. Make sure the project you want to
work with is highlighted green. If not,
select the project and click the “Set
Current” button (A).
12. Click OK to close the projects win-
dow
13. Click the “X” in the top right corner
of Desktop Administration to close the
window.
(A)
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1. Open a web browser and navigate to the TerraFlex web portal:
http://www.trimbleinsphere.com/insphere/terraflex-data-collection
2. Click the “Log In” button to
access your account.
3. Enter your account email and password
4. Click “Sign In”
5. Click the tab containing your organi-
zation name and select Real-Time Con-
figurations
Section 6: Creating Real-time Correction Configurations for TerraFlex
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6. Click “Add Configuration”
Currently, TerraFlex projects cannot be differentially cor-
rected. This means a real-time correction will be needed
in order to achieve high accuracy data collection. Only
certain options are available depending on the hardware
being used for data collection. Check the hardware data
sheets or owners manual to find out which options are
available.
RTX (internet): This is a satellite and internet based correction that requires a paid subscription and internet ac-
cess in the field. The level of accuracy depends on the level of subscription purchased.
RTX (satellite): This is a satellite based correction that requires a paid subscription. The level of accuracy depends
on the level of subscription purchased.
Internet: This is an internet based correction that requires internet access in the field. This can either be a sub-
scription based service such as VRS, or direct communication with a single base station. Availability of these ser-
vices will vary from state to state. Check with your local Trimble Authorized Reseller to check availability.
Serial Port: This is a correction that will be provided to the software via a serial port connection.
Satellite Based Augmentation System (SBAS): This is a satellite based correction system that varies based on your
geographic location. For move information visit http://www.navipedia.net/index.php/SBAS_Fundamentals
RTX (satellite), Internet, and SBAS setup will be covered in the following section.
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Section 6.1: VRS Real-Time Correction
1. Create a name and description that will
uniquely identify this correction as VRS.
2. Select “Internet” as the primary source. Leave
the secondary source as None.
3. Set source type to “Internet”
4. Set Internet Source to NTRIP
5. Enter the URL and port number. Each state where VRS is availa-
ble will have a different URL and port. Check with you local VRS
account manager.
6. The NTRIP source names will vary between networks. CMRp,
CMR+, or CMRx should be selected. If these options are not availa-
ble contact your local Trimble authorized reseller to determine the
best option for your receiver.
7. The login credentials will be provided to you by the local VRS
network manager. The username and password are case sensitive.
8. The datum should be set to the same datum being used for the
VRS network reference. This is typically the most recent version of
NAD83. The latest version is ITRF to NAD1983 (2011).
Note: Setting the datum incorrectly could lead to a significant
shift in the positions you record in the field. If unsure, check with
your local VRS account manager or Trimble Authorized Reseller.
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9. Select the VRS real-time configuration from the list
10. In the configuration menu on the right
side of the screen click the “Link to project”
button.
11. Check the box beside any projects you
want to link the real-time correction to. This
correction will be the default correction for
these projects.
12. Once the projects have been selected click the
blue check circle.
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Section 6.2: SBAS Real-Time Correction
1. Click “Add Configuration”
2. Create a name and description that will
uniquely identify this correction as SBAS.
3. Choose “SBAS” as the primary source
4. Click “Link to project”.
5. Check the box beside any of the
projects this real-time correction
needs applied to.
6. Once the projects have been selected click the
blue check circle.
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Section 7: Adding Users to TerraFlex
Additional yearly subscriptions can be purchased to add additional users to your InSphere account. The
following instructions are for adding a new user to your existing account.
1. Click the tab containing your organi-
zation name and select the People tab. 2. Click “Add User”
3. Enter the name of the new user.
4. Enter a valid email address for the
new user.
5. Administrative privileges
Checked: This user can edit user and pro-
ject settings.
Unchecked: This user will not be able to
change user and project settings.
6. Check the box for “TerraFlex”
7. Click “Add user” to create the new user
account. An email notification will be sent
to them.
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Section 8: Editing TerraFlex User Settings
10. Click “Save User” to save the settings
5. Edit how the users name appears
6. Enter the email address for the selected user
7. Change the password this user will use to access TerraFlex (optional).
8. Make sure the check box for TerraFlex has been checked for this
user.
9. Click “Link Projects” to add this user to any/all created TerraFlex
projects. Note: If they have not been added to a project they will not
be able to access it in the field.
4. Add a photo for the selected user
Complete the above settings for all users.
1. Click the tab containing
your organization name.
2. Click the People tab.
3. Click the user(s) that need to be edited or added to
a project.
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Section 9: Opening a TerraFlex Project in the Field
1. On the mobile device, open the
TerraFlex application.
2. Enter your email address and TerraFlex pass-
word.
(Optional) Check “Remember Me” for TerraFlex
to remember this username and password on
this device. If checked, this user will automatical-
ly be logged in the next time the application is
opened.
3. Click “Sign In” to open the application.
4. All of the projects associated with the current user
will appear. Choose the project that you want to use.
Section 10: Configuring TerraFlex Settings
1. Click the options drop down menu and se-
lect “Settings”
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2. Click “GNSS Receiver Port” to choose the type of
antenna being used to collect the GNSS information.
3.Choose the com port and type of receiver you are using.
The default internal GNSS receiver
A receiver connected to the mobile device via serial cable
Depending on the mobile device one or more ports will be
reserved for a Bluetooth receiver. The connection must be
established with the Bluetooth device outside of the Ter-
raFlex application. For instructions on setting up the Blue-
tooth connection review the user guide or owners manual for
your mobile device.
The default COM for a connection with a receiver via USB
cable.
4. Click “Antenna Settings” to setup the antenna
information.
Depending on the mobile device being used, steps 1-10
below may not be available. Skip to step 11.
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5. Enter the height from ground level to the GNSS antenna or
receiver. If vertical accuracy is not important, this value can be
estimated.
6. Click “Antenna Type” and select the type of antenna you are
using. Depending on the device being used, these options may
vary.
7. This is the point on the antenna or receiver where you are
measuring the height above the ground. If unsure, set this to
“Bottom of antenna mount”.
8. Click to save the antenna settings.
9. Click “Real-time Configuration” to choose the type of GNSS
correction source to use during data collection.
10. A list of real-time corrections linked
to the project will populate. Choose a
correction source.
TerraFlex is designed to sync data back to the office remotely. You can choose
to have this occur over WiFi or over cellular data (if available). Check “Sync on
WiFi only” if you only want the data you collect to sync back to the office when
a WiFi connection is available. If left unchecked, data will sync via cellular data
or WiFi when available.
Note: If collecting photos, it might be a good idea to sync over WiFi only.
Transferring photos over cellular data can consume a larger amount of data.
If using a handheld with an integrated laser rangefinder:
11. When checked on a laser pointer will be visible when the rangefinder is
activated.
12. Click on “Laser Height” and enter the height of the laser rangefinder from
the ground.
Click to save settings and return to the main menu.
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Section 11: TerraFlex GNSS Status and Accuracy
1. Click the options drop down menu on the TerraFlex home screen.
2. Click “GNSS Status”
If using VRS, RTX, or SBAS wait
until the status changes from
“Waiting” to “In Use”.
The estimated accuracy will
gradually get better until the
real-time source and receiver
accuracy has been achieved.
The number of satellites being tracked.
A lock on at least 4 satellites is required
to achieve a 4D position.
When the last correction was received
How long the real-time correction
source has been connected.
How much data has been received from the
real-time correction source.
Note: If the real-time correction source
has been dropped the connection time will
reset to 00:00 and the status will switch
back to “Waiting”. 3. Once the real-time correction is “In Use” and the required ac-
curacy has been achieved click to return to the main menu.
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Section 12: TerraFlex Map View
1. Click the Map button from
the TerraFlex main menu.
Map options (See below)
Collect a form
Filter existing forms
Return to the main menu
Click to zoom in on the map by 50%
Click to zoom out on the map by 50% The current scale of the map
The current estimated
GNSS accuracy.
Map options
Zoom the map to the full extent of all features collected in
the project.
Open the base map selection. If an internet connection is available
on the device the user can switch between the following Google
base maps; Street, Satellite, Hybrid, or Terrain.
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Section 13: Collecting a Point Form
1. Click the collect form button and select a
point feature from the Collect Form menu.
2. The GNSS position will be
collected as soon as the fea-
ture is opened.
If the estimated accuracy of
the collected GNSS position is
too inaccurate click the
Button and go to step 2a.
To cancel feature collection
click
3. Click on each of the attribute
fields to enter a value. Some
field are not editable and will
be greyed out.
Any fields with a icon can
be used to collect photos. Click
the camera icon to add photos.
4. Click the button to save the feature and return to the map.
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2c. To save the new fea-
ture position click
2a. The icon will take you to the
map section where the GNSS posi-
tion can be recollected.
2b. Once the required accuracy
has been achieved, click to recol-
lect the GNSS position. You can also manually add a
position to the map by click-
ing on and selecting a
spot on the map. This is not
recommended unless a GNSS
position cannot be acquired.
Section 14: Collecting a Line Form
1. Select a line form from the
collect form menu
2. Click on each of the attribute
fields to enter a value. Some
field are not editable and will
be greyed out.
Any fields with a icon can
be used to collect photos. Click
the camera icon to add photos.
3. To collect GNSS positions for the
line form click the button.
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Methods to collect line form GNSS positions
1. Stand over the first point on the line and click the
button.
Single vertex collection (Recommended)
Streaming
Digitizing
Section 14.1: Collecting a Line Using Single Vertex Capture
2. A blue text box will appear showing that the first posi-
tion on the line has been recorded. An orange pin flag
will also appear on the map where the position has been
recorded.
3. Move to the next point on the line you would like to
record and click the button again.
A straight line will connect the vertex collected in step 1
to the new vertex.
4. Keep moving down the line feature stopping periodi-
cally to collect another vertex using the button.
A blue text box will appear with each new vertex added
and a new orange pin flag will appear on the map.
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5. When you reach the end of your line
form click the button to save the verti-
ces and return to the attributes menu.
Section 14.2: Collecting a Line Form by Streaming
Note: While streaming is a faster method for GNSS collection, it
will typically yield lower accuracy than single vertex collection.
1. Stand over the first point on the line and click the
button. Begin walking the line form without stopping.
2. One vertex will be collected every second. A blue text
window will appear showing how many vertices have been
collected.
3. To pause or finish vertex collection click the button.
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4. To save the GNSS vertices and return to the attribute menu
click the button.
The average GNSS accuracy of
the line form.
5. Click the button to save
the line form and return to the
map.
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1. Select a polygon form from
the collect form menu
Section 15: Collecting a Polygon Form
2. Click on each of the attribute
fields to enter a value. Some
field are not editable and will
be greyed out.
Any fields with a icon can
be used to collect photos. Click
the camera icon to add photos.
3. To collect GNSS positions for the
line form click the button.
Single vertex collection (Recommended)
Streaming
Digitizing
Methods to collect area form GNSS positions
Editing and Deleting Line Vertices
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Section 15.1: Collecting an Area Using Single Vertex Capture
2. A text window will appear with a message that the
current position has been added.
3. Move to the next position on the perimeter of the
area form and click the button again.
4. Repeat steps 1-3 until you have collected all the re-
quired positions around the perimeter of the area
form.
1. Place the GNSS receiver over a position on the perimeter of
the area form you want to collect and click the button.
Note: You do not have to return to the exact spot of
the first position recorded. The last collected position
will connect itself to the first position upon closing the
area form.
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5. Once you have collected the last required position
around the perimeter of the area form click the
button.
6. Click the button to save the area form and
return to the map.
Section 15.2: Collecting an Area Form by Streaming
1. Place the GNSS receiver over a position on the perimeter of
the area form you want to collect and click the button.
Note: With streaming active the GNSS receiver will continue
to record 1 position every second. Keep moving around the
perimeter of the area form. If you have to stop click the
button to pause collection. Click again to continue.
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Note: You do not have to return to the exact spot of the first
position recorded. The last collected position will connect itself to
the first position upon closing the area feature.
2. Keep walking until you have covered the perimeter of the area
form. When you reach the end, click the button.
3. Click the button to return to the form attributes menu.
4. Click the button to save
the area feature and return to
the map.
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Section 16: Nesting a Point Feature
While collecting a line or area form a point form can be collect-
ed without having to close the line or area. This function is
called nesting.
1. While collecting a line or area form click the button to
return to the feature attributes menu.
2. In the attributes menu for the open line or area form click
the button.
3. Select a point form from the Collect Form menu.
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4. Collect the point form using the instructions starting on
page 22 of this document.
5. Click the button to save the point form.
6. After closing the point form
you will be returned to the line/
area feature.
7. Click to return to the GNSS cap-
ture screen to continue the line/area
form.
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Section 17: Syncing Collected Forms to the Office
Method 1
TerraFlex is designed to sync data back to the office remotely. Each
time new forms are collected and the user returns to the TerraFlex
main menu a sync symbol will appear in the top right corner of the
screen.
This can be done over cellular data (if available) or over WiFi. The
sync method depends on the settings configured on page 19 of this
document.
Note: The mobile device must be connected to the internet in order
to sync data back to the office.
Method 2
The user can manually choose to sync collected data back
to the office.
Note: The mobile device must be connected to the internet in order
to sync data back to the office.
1. Click the options drop down
menu from the TerraFlex main
menu.
2. Click the Sync button
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Section 18: Clearing Forms from an Existing Project
When a project is opened and data is collected, the collected
features will remain in the project until they are cleared. To
remove the existing data from the project:
1. Click the options drop
down menu from the Ter-
raFlex main menu.
2. Click the Remove
Forms button
The next time the project is opened it will not contain any of the
previously collected forms.
Section 19: Closing a Project and Exiting TerraFlex
1. Click the options drop down menu on the TerraFlex main menu.
2. Scroll down until Exit is visible.
3. Click Exit to close the project and exit out of TerraFlex.
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Section 20: Checking Collected Forms Into ArcMap
1. Open ArcMap
2. Open the mxd that the TerraFlex project was
published from.
3. Make sure the layers used for data collection
are active in the map document.
4. Open the Trimble Positions Desktop
Administration window from the Posi-
tions toolbar.
5. Click Projects
6. Make sure the project you would like
to check data in for is set as the current
project (highlighted green).
To set a project as current click the cor-
rect project and click the ‘Set Current”
button.
Note: If the correct project is not listed,
skip to step 10 on page 38.
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7. Make sure the project MXD filename
matches the current map document.
To change the project map document to
the one currently open click the project
and then click the “Set MXD” button.
If the project MXD is not set to the ex-
isting map document there will be a
“No” listed in the Compatible Workspace
column.
8. Click “OK” to close the Projects window
9. Close the Positions Desktop Administration win-
dow and open the Positions Desktop window from
the Positions toolbar.
10. The current project and TerraFlex user are listed in the
Positions Desktop window. For each TerraFlex subscription a
user is created. Each user can have different projects and ad-
ministrative privileges. To change the user click the blue user
link and go to step 10a. If the current user is correct skip to
step 11.
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10a. Enter the username and password for the correct
user.
10b. Click “Test & Save”
Section 21: Selecting Forms for ArcMap Check In
There are 5 options for data check in. A description of
each is listed below.
All non-exported forms: This will check in new forms collected in the field for the current project. Only new features
collected since the last check in will be added.
Only non-exported forms collected in the last … days: This will check in only the new forms for the current project
collected within the user defined number of days. Example: Setting a 7 will download only the new data collected in
the last 7 days.
Only non-exported forms inside the current extents: This will download only the new forms for the current project
collected within the current ArcMap view extents. Nothing collected outside the current view extent will be checked
in.
Only non-exported forms in the layer: This will download only the new forms collected within the user defined
ArcMap layer. New forms collected in the other project layers will not be checked in.
All forms: This will check in any new forms as well as the forms previously downloaded from the mobile devices. Cau-
tion should be used when using this option as duplicate features can be created.
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1. Choose an option for what data to check in.
2. Click the “Download Forms” button.
Note: Depending on internet speed and the
amount of data needing downloaded this
process may take a few minutes.
A dialogue window will appear with the number
of forms downloaded for this data check in.
3. Click “OK” to close the window.
A list of all the downloaded forms will populate
in the “Downloaded Forms” window.
4. Select a form from the window to highlight it
on the map and activate feature editing. There
are 3 options for what to do with the selected
form.
This will zoom to the selected form on the map.
This will mark the form as exported.
This will delete the selected form from the project so that it cannot be
checked in again. Note: This will not delete the feature from the ArcMap fea-
ture layer.
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5. All of the forms you wish to keep should be
marked as exported. To select all of the forms at
once; select the first form in the list, hold down the
shift key on your keyboard, while holding the shift
key select the last form in the list. All of the forms in
the list will be selected. You can then click “Mark as
exported” for all of the selected forms.
6. To remove the forms from the “Downloaded forms” window select the same option you chose in step 1 and
click “Download Forms”.
Section 22: Creating Tasks to Check Out Existing Data
Tasks allow for existing data to be checked out of ArcMap for use in the field. TerraFlex can be used to navigate to, edit,
or delete existing data in the field.
1. Open the Projects section of
the Positions Desktop Admin-
istration window.
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6. Click the “Manage Tasks” button in the
Positions Desktop window.
5. Select vector features from the map using the
ArcMap “Select” tool or by creating a feature
definition query.
Note: Features can be selected from one or multiple
layers.
2. Click the project that the task will be
added to.
3. If the project is not currently set as the active
project click the “Set Current” button.
4. Click “OK” to close the Projects window
and exit out of the Positions Desktop Admin-
istration window.
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A dialogue window will appear showing that the
task was successfully created and how many
forms were included in the task.
9. Click “OK” to close the dialogue window.
1. When the project is opened on the mobile device the
task will show up under the “Tasks” menu in TerraFlex.
Click the “Tasks” button to open up the list of tasks asso-
ciated with the project.
7. Give the task a name and enter any
notes about the project.
8. Click the “Create Task” button.
Section 23: Opening and Editing Tasks in TerraFlex
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2. Click on the task to open it.
3. Click the Map or List button to view the forms
included in the task.
4. The map section of TerraFlex will
show the forms included in the task.
5. Click a form on the map.
5a. The currently selected feature
5b. The distance and direc-
tion to the selected form.
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6. To open the form for editing click the form on the map
and click the edit button.
7. Edit the needed attributes
and/or photo fields.
8. To update the GNSS position of
the form click the button.
8b. Click the button to save the GNSS
changes and return to the attributes menu.
8a. Recollect the GNSS position(s) using the GNSS
collection instructions starting on page 24
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9. Click the button to save the changes and
close the form.
1. Just like the new forms created,
edited task forms will sync automati-
cally from the TerraFlex home
screen.
Section 24: Syncing and Closing Tasks
Note: Internet connection is required
to sync the forms
2. To close or delete the task from
the project, click the tasks infor-
mation menu
This will close the task. It can be opened
again by clicking the tasks menu on the
TerraFlex home screen.
This will mark the task as completed and
remove it from the project.
8c. The GNSS status should
now read as “Updated”
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Section 25: Downloading Completed Tasks into ArcMap
1. In the Position Desktop window in ArcMap go to the Tasks menu by clicking the
button in the Positions Desktop window.
2. Select the task from the Current Tasks window.
3. Click “Select Task for Download”.
4. A dialogue box will appear with information on how many forms were download-
ed from the selected task. Click OK to close the dialogue window.
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This will zoom to the selected feature on the map.
This will mark the feature as exported.
This will delete this feature from the project so that it cannot be checked in
again. Note: This will not delete the feature from the ArcMap feature layer.
5. All of the forms you wish to keep should be
marked as exported. To select all of the features at
once; select the first form in the list, hold down the
shift key on your keyboard, while holding the shift
key select the last form in the list. All of the forms in
the list will be selected. You can then click “Mark as
exported” for all of the selected forms.
6. A dialogue box will appear asking if the forms
should be marked as exported. Click “OK”.
7. Select the exported forms
from the downloaded forms
window and click (clear cur-
rent task).
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8. Click “Manage Tasks” to return
to the tasks menu.
9. Select the task that the forms
have been exported from.
10. Click “Complete Task”.
11. Click “Delete Task” to remove it from the
tasks window.
