When you first sign in to 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.
To zoom in to 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.
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:
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.
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 in to 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.
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.
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.
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 is 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.
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.
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.
By long pressing on a record will reveal additional options.
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.
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.
Set the layers & basemaps that you would like to use in Fulcrum.
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.
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.
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 draging 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.
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 drilldown 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.
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 in 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.
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.
Of note is the “Provider” reading, which indicates from where Fulcrum is receiving GPS sensor readings: