EHQ Places tool enables site administrators to request participants and other users for information that can be tagged to a pin on a map. This tool is revamped from our old mapping tool to make it more user-friendly and allow the usage of more than one pin in the consultation area. It is also used to set overlays on the map using GIS layers.
NOTE: If you want to try out places now and don't wait for the official release, please contact us via email@example.com and we enable it for you.
This article covers the following main topics for Places:
- Adding Places to your project
- Creating New Places Map
- Editing New Places Map page
- Adding Survey Questions
- Editing Email Settings
To use the Places tool, you have to add it to your project’s page. The following steps describe the process of adding Places to your project and understanding the various features and fields of the tool.
- Select the Projects link and from the drop-down menu, click the project in which you want to add the Places tool. This displays the project’s Manage page.
- Click on the Tools option. Tools page consisting of a list of tools that can be added to your page is displayed.
You can see that the Places tool is listed in the Inactive section as it is not yet added to the selected project’s page.
- Select the Places tool and click on Save.
You have successfully added Places to your project page. The Manage link displays the Places tool page.
After the Places tool is added to your EHQ’s project page, you can rename, manage or remove the tool using the provided options.
- Click Manage to view the Places page. The following Places page is displayed.
- Click Add to add a new place. The following New Places Map page is displayed.
- Enter the name of the map in the Name field.
- Enter the description of the map in the Description field.
- Enter the permanent static hyperlink in the Permalink field.
- In the Map Settings section, click on the drop-down menu of Map Style and select the required setting. The selected map style is applied to the consultation area. EHQ provides the following map setting options: Streets, Satellite, Streets Satellite, Outdoors, Emerald, Light, Dark and High Contrast. Two examples of map styles are illustrated below.
- Set a specific region or consultation area in the map provided in Set Consultation Area. This is the map area visible to participants, and they will not be allowed to move away from this area. As illustrated in the figure below, this map contains several buttons that help you to set the consultation area.
The use of various buttons in the consultation area is described below:
- Zoom in: click to magnify the area of interest on the map.
- Zoom out: click to reduce the magnification of the area of interest on the map.
- Search: Type keywords of the place or location you are looking for in the Search box. A list of options is displayed. Select the required option.
- Draw a boundary: Click this button to draw a boundary around the place of interest on the map. On clicking this button, the cursor changes to crosshair, and you can see options such as Click to start drawing Boundary, Delete last point and Cancel on the screen.
- Click to start drawing Boundary: On clicking, Click to continue drawing Boundary option is displayed.
To close the boundary, you have to click the first point.
NOTE: You can delete the last point by clicking on Delete last point option.
- Edit boundary: Click this option to edit the boundary that you have set.
- Delete boundary: Click this option to delete the boundary that you have set.
- On completion of boundary setting in the Set Consultation Area, you can see that the Restrict Pins within Boundary checkbox is automatically selected. This prevents participants from placing pins outside the set boundary. Unselect this checkbox if you want to allow participants to place pins outside the set boundary.
- Select the Enable GIS Layer checkbox to overlay additional information on the map from online databases. By selecting this checkbox, you can add extra information from the selected database of Geographical Information System (GIS), which is displayed on the map as overlays. Click on the following link to access one such database: http://www.ga.gov.au/data-pubs/web-services/ga-web-services . On selecting the Enable GIS Layer checkbox, the following screen is displayed.
- Click on the database link (http://www.ga.gov.au/data-pubs/web-services/ga-web-services) and copy the required WMS link. This link provides the overlay that you want to insert in your map.
- Paste the WMS link in the URL field of Enable GIS Layer.
- Open the WMS link in a new tab of your web browser. The following page is displayed for the WMS link provided above.
- In the above page, use the Control + F command and find the layer name that you want to use. In this overlay example, the layer name used is ‘National_Ferry_Terminals’.
- Click on the drop-down menu and select the WMS Version. You can choose from the following two options: 1.3.0 and 1.1.1.
- Click Add Layer. On clicking the Add Layer button, you can view Update Layer and Remove Layer buttons. Click Update Layer, in case you make any changes in the GIS layer screen. Click Remove Layer to remove or delete the GIS layer.
You can now view overlays in Set Consultation Area as displayed in the figure below.
NOTE: Overlays are used to provide additional information and does not affect the consultation in EHQ.
- In the Pin Categories section, enter the pin name in the Name field. This pin identifies a location in the selected boundary.
- Click on the colour in the Color field and choose a colour for the pin. The icon colour changes to the selected colour.
- Select a pin icon by clicking on the drop-down arrow of Icon. Here, you have the option of selecting multiple pins.
NOTE: Click View All to view the entire range of icons available. The following page is displayed.
- Click the icon in Pin Categories to add more than one pin.
- On adding more than one pin categories, you can view the Remove Category button. Click this button to remove a pin category.
- In the Participation Settings section, click the Allow photo upload checkbox to allow participants to upload photos in the front end of the Places page.
- Select the Show Address when participants view pins checkbox to display the address of the pin location when a participant clicks on it at the front end.
- Select the Allow unverified participation option to allow unverified user’s participation. For more information on unverified user participation, click here.
- Click Create to add the new place.
As illustrated in the figure below, a message indicating that the map is successfully created is displayed above the Places page, and the new place is displayed in the Places page. The new place has a Draft status. Click the drop-down menu and select Publish to publish the place or Delete to delete it. Please note that only published places can be shared.
All places are displayed in the All tab. Draft places are displayed in the Draft tab. Published places are displayed in the Published tab and archived places are displayed in the Archived tab.
Editing New Places Map page
- To edit a place, click the Edit button.
Your Place page is displayed.
In the Edit mode, you can view the following two additional options under Map Settings,
- Add Survey Questions
- Edit Email Settings
To add a survey question to your Place page, do the following:
- Click on the Add Survey Questions link to add the survey questions. The following page is displayed.
- Click Add. The following screen is displayed. This screen is displayed for Single Line and Essay options of the Type field.
- Select the type of question from the Type drop-down menu. Here, you can provide more options and add a one-liner to appear below the field.
- Enter the survey question in the Question box.
- Enter the maximum length of the answer to the survey question in the Maximum Length field and notes in the Notes field to get the participant’s attention.
- Click Create to create the survey question. The following screen is displayed. Required is displayed only if you select the Required checkbox in the survey question page.
- Click Add to add more survey questions to Places. Else, click Done.
- Finally, in the Places tool, click the Update button.
NOTE: Following screen is displayed for drop-down option of the Type field. You can add various options of the drop-down menu in the Add options section.
Following screen is displayed for Radio buttons and Checkboxes options of the Type field. You can add various options in the Add options section.
- To edit a survey question, click the Edit option.
NOTE: Click Delete to delete a survey question.
The following page is displayed for editing. Make the necessary changes and click Update.
- Click Done to save the survey question, or click Add to add one more survey question.
Editing Email Settings
- Click the Edit Email Settings link in Participation Settings section to edit the email settings for your place.
The following screen is displayed.
- Select the Receive map responses via email checkbox, the following page is displayed.
- The Notification emails field already contains a default email address where you will receive notification emails. Enter a new email address, if required.
- Enter a subject in the Email Subject field.
- Enter the content of the email in the Email Text section. You can use placeholders here. Use [MAP_TITLE], [SITE_NAME] or [ANSWERS] in your email and they will be filled in when the email is sent.
- Select the Send acknowledgement to the participant checkbox to send an acknowledgement to the participant. The following screen is displayed.
- Enter the subject of the email in Email Subject.
- Enter the content of the acknowledgement email in the Email Text box. You can use placeholders here. Use [MAP_TITLE], [SITE_NAME] or [ANSWERS] in your email and they will be filled in when the email is sent.
- Click Update to update the email settings in your Places page.
To understand how Maps appear to participants at the front end, click here.