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Contact

Overview

Contact is defined in Katmandoo as any person who performs tasks and/or has a role in trials.

Contact can be Site Manager (or Current Site Manager), Cooperator, Trial Manager (or Current Trial Manager), District Agronomist, Laboratory Officer, Research Scientist, Breeder, Biometrician (Analyst) or any who performs tasks which are stored in Katmandoo. A contact can be both Site Manager as well as Trial Manager.

Detail

Contact Name

Contact name is generated on-the-fly by the system by combining [  Contact LastName + space + Contact First Name + "@" + Location Acronym ].

While importng Site, Site Year, Trial, Trial Operation, Trial Unit (of Trial Design) or Raw Data, the source file must have Contact Name column in order to find the contact in the database.

Example:
Shrestha Avishesh@ORNG2

Where:
Last Name: Shrestha
First Name: Avishesh
Location Acronym (acronym of the location where the contact is located): ORNG2

Unknown Contact

The contact table has a record for Unknown Contact (Last NameUnknown and First Name = xxxx) which can be used when the contact information is not available.

The string values of the "UnknownContactLastName" and "UnknownContactFirstName" keys in the .config file must match the Unknown Contact record in the contact table. Please read important information before making any changes in the config file.

  <codeToDatabasseMappings>
    <!-- An UNKNOWN contact name -->
    <add key="UnknownContactLastName" value="UNKNOWN" />
    <add key="UnknownContactFirstName" value="xxxx" />
  </codeToDatabaseMappings>

Table Structure

Column Name Description
ContactId (PK) Identification Number to uniquely identify a Contact person/company.

This is an Integer Auto Number and is generated by the database automatically.
ContactLastName (AK1) Last name of the Contact Person.
ContactFirstName (AK1) First name of the Contact Person.
LocationId (AK1) Id that identifies the location where the contact is located.
OrganisationId (FK) Id that identifies the employer of the contact.

Pre-requisite to add a contact

The following information must exist before a contact can be added into the database.
Note: Although Unknown Location and Unknown Organisation can be used, it is preferable to add the Location and Organisation before adding a new contact. This avoids changing at a later date.

Navigator

The Contact Navigator allows the user to quickly find the contacts at a location. The nodes of the navigator are generated using the Location Names and Postcodes which are retrieved from the database. The nodes are sorted into location name order.

Important Note: Katmandoo automatically selects the node that was selected last time (ie before closing the navigator or Katmadoo).

Use [ Task > Contact > Manage Contact ] to activate the contact navigator.
Illustrative snapshot:
Contact Navigator (Click it to change its size)
  1. Filter based search (in the snapshot, only the locations starting with "o" are loaded to generate the navigator nodes). 
  2. The first location node (.All Location|.All) of the navigator, when clicked all the contacts are displayed in the contact main form.
  3. Other location nodes are generated by concatenating location names and their postcode separated by "|" (pipe).
  4. Contact Main Form displaying contacts at the selected location.

Main Form

To display contacts in the Contact Main Form, follow the steps below:
Illustrative snapshot:
Main Form of Contact (Click it to change its size)
  1. Contact Navigator with the loaded location nodes.
    • Click here for an illustration of the navigator template.
  2. Contact Main Form displaying the contacts at the selected location. 
    • Click here for an illustration of the Main form template.
  3. Contact subform displays Virtual column information of the selected contact in the Contact Main Form ("Shrestha Avishesh" in the snapshot).

Setup Form

To add/edit a contact, follow the steps below :
Illustrative snapshot:
Setup Form of Contact (Click it to change its size)
  1. The Last Name and the First Name of the contact are disabled as the contact has dependant data. Click here for information on editing restricted value.
  2. Move mouse over the icon to display the telephone entry format.
  3. Click Reload From Database to reload the Organisations from the database.
  4. Click Reload From Database to reload the Locations from the database.
  5. Virtual column name (in second step of the wizard). Click here for information on the Virtual column data entry data grid.
    • Important Note: If there is not any virtual column for ContactFactor table, then second page is disabled.
  6. A value for the displayed Virtual column can be entered on this part of the data grid.

Export / Import

Export
Import

See Also