• Professional
  • Components of the Interface
    • Context Sensitive Ribbons
    • Project Explorer
    • Project Explorer Search
    • Grids
    • Sorting
    • Grid Filtering
    • Multiple Grid Filtering
    • Docking Tabs and Resizing
    • Basic Mapping
  • Working with Projects
    • Project Navigation
    • Creating a New Project
    • Current Projects
    • The Importance of Snapshots
    • Defining User Access to a Project
    • Editing Project Details
    • Project Status
    • Deleting a Project
    • Adding Additional Fields to Project Grid
  • Snapshots
    • What Are Snapshots?
    • Creating a Snapshot
    • Managing Snapshots
    • How to Restore a Snapshot
  • User Accounts
    • User Creation
    • User Management
    • System Level Access
    • User Group Options
    • Manage Administrators
    • User Access to Projects
    • Project Access
    • Security Groups and Roles
    • Welcome Emails and Password Resets
    • Viewing Project Security Group Access
  • Teams
    • Creating a Team and Configuration
    • Filtered Data and Logs
    • Data Export with Team Filtering
  • Data Import
    • User Guide-AGS
    • Managing AGS Imports
    • KeyLogbook Import
    • User Guide-CSV
    • Bulk Project Locations Import CSV
    • User Guide ̶ Viewing Data
    • Editing Data
    • Exporting Data
  • Document Management
    • Uploading and Importing
    • Editing Metadata
    • Bulk Updating Metadata
    • Deleting Documents
    • Security
    • Adding Categories and Status Options
    • Restricting File Types and Sizes
    • Creating Bulk Document Upload Files
  • Logs
    • Quick Logs
    • Generating a Quick Log
    • Quick Log View
    • Log Reports
    • Master Templates and Strip Sets for Logs in HBSI
    • Log Report Settings
    • Boundary Lines on Logs
    • Default Template
    • Changing Company Address
    • Template Images
  • Using the Data Entry Tool
    • Navigating around a Data Entry Profile
    • Entering Data
    • Copying Data
    • Editing Data
    • Deleting Data
    • Inserting Multiple Records
    • Previewing Logs
    • Saving and Retrieving Data
    • Using Control Grids
      • Shortcut Keys
    • Document Manager
      • Data Entry Grid
      • Data Entry Step
    • Designing Data Entry Profiles
  • Site Plans
    • Generating a Site Plan
    • Preview and Generate
    • Site Plan Parameters
    • Sections
  • Trigger Sets and Report Grids
    • Creating Trigger Sets
    • Trigger Set Setup
    • Trigger Set Levels Setup
    • Trigger Themes
    • Using Trigger Sets within a Project
    • Report Grids
  • Working with Location Groups and Saved Searches
    • Creating Location Groups from Grids
    • Creating from Map
    • Creating from the Interface
    • Editing Location Groups
    • Saved Searches
  • Lab Testing
    • Adding a Laboratory
    • Editing Laboratory Information
    • Adding Tests to a Laboratory
    • Editing Laboratory Test Data
    • Importing Laboratory Test Data from KeyLAB2
    • Adding Chain of Custody Data
    • Managing Chain of Custody Data
    • Creating Schedules
    • Assigning Tests to a Test Schedule
    • @mis
  • Background Mapping
    • Navigating the Map
    • The Legend
    • Navigation
    • GeoLocation Services
    • Coordinate
    • Place
    • Layers
    • Selection
    • Measure
    • Log Production
    • Site Plan Production
    • Format
    • Coordinate System
    • Layer Order
    • Zoom Level Range
    • Update
    • Styling Mapping Datasets
    • Edit a Map Point Style
    • Edit a Map Line Style
    • Edit a Map Area Style
    • Using Tooltips with Mapping Data
    • Creating Conditional Themes on Mapping Datasets
    • Adding a New WMS Dataset
  • BGS Ordering Mapping Bundles (Beta)
  • Components and Configuration Packs
    • Components
    • Introduction to Configuration Packs
    • Exporting a Configuration Pack
    • Default Locations Styling
    • Setting Project Extents and Viewing Bounds Styling
      • Styling the Extents of a Project
    • Extension Graph Styles Creation
    • Pack Options
    • Validation Rules
    • Configuring Default Templates
    • Configuring Template Images
    • Exporting Components
    • Importing Components
    • Importing Components into an Individual Project
    • Coordinate Conversion
    • Importing Coordinate Systems
    • Changing a Projects Coordinate System
    • Unit Conversion
    • Configuring the Model Structure
    • Configuring the Units
    • Managing Picklists
    • Managing Report Profiles
    • Data Entry
    • Picklist Sets
    • Creating a Picklist Set
    • Using Picklists Sets within a Project
    • Picklist Set Validation and Caveats of Use
      • Quicklists
    • Import and Export Mapping
    • Data Types
    • Merging Project Picklists into a Configuration Pack
    • Editing Units
    • The Data Dictionary
    • Hiding Empty Tables
    • Adding New Tables
    • Adding New Fields
    • Advanced Calculated Fields
  • User Guide-Depth Linking
  • Offices and Joint Venture
    • Linking Offices to Projects
    • Showing Office information via Template Studio Logs
    • Showing Office Information through the Excel Extension
• Excel Extension
  • Generating Reports
  • Creating and Modifying Reports
    • Creating the Report and Selecting Data
    • Formatting the Report Template
    • Filtering Data
    • Grouping Data
    • Sorting Data
    • Adding Charts
    • Styling Chart Line and Marker
    • Working with More than one Data Table
    • Saving Reports
    • Loading Existing Reports
    • Pagination
• Data Entry
  • System Overview
  • Copying Data
  • Document Manager
  • Using Control Grids
  • User Guide-Entering Data
  • Editing Data
  • Shortcut Keys
  • Inserting Multiple Records
  • User Guide-Saving and Retrieving Data
  • Deleting Data
  • Previewing Logs
  • Using Control Grids
• Template Studio
  • Loading and Saving
  • Types of Templates
    • Borehole Log
    • Header Sheet
    • Combined Log
    • Site Plan
    • Strip
    • Section
    • Civils Section
    • Page Setup
    • Changing Template Page Settings
    • Master Templates in Studio
      • How To Make Strip Sets
      • How To Set up a Strip Set
      • Hide and Show Conditions
    • Dynamic Logs
      • Setting Up a Dynamic Log
      • Expression and Condition Examples
      • Dynamic Template Description Bars
  • Designing Header and Footer Areas
    • Merging Grids into Cells
    • Cell Styles
    • Label Object
    • Company Address Object
    • Data Label Text Object
    • Point Symbol Object
    • Scale Object
    • Dynamic Text
    • Sheet Counter Object
    • Table Objects
    • Image Grid
  • Column Configuration
    • Adding Sub Columns
    • Removing
    • Moving
    • Continuation Text
    • Column Borders
    • Footer Areas
  • Depth Related Items
    • Header Data Text
    • Point Symbol Object
    • Range Symbol and Picklist Range Symbol
    • Straight Line Object
    • Point Data Text Object
    • Range Data Text and Range Data Box
    • Backfill Object
    • Installation Object
    • Description Bar Object
    • Graphics Bar Object
    • Vertical Scale Object
    • Water Strike Object
    • Discontinuity Fracture Spacing Library Item
    • Bar Chart Object
      • Bar Chart Editor - General tab
      • Bar Chart Editor - Appearance tab
      • Bar Chart Editor - Scale
      • Bar Chart Editor - Legend Appearance
      • Bar Chart Editor - Labels tab
      • NOTES
    • Graph Object
      • Series Tab
      • Scale Tab
      • Legend Tab
      • Grouping Tab
      • NOTES
    • Site Plans
    • Adding Sub Columns
    • Strips
    • Sections and Civils Sections
    • Designing Tables
      • Title
      • Group
      • Columns
      • Notes
      • Table Template Version
    • Combined Templates
  • Expressions
    • Building Your Own Expressions
    • Referencing Columns in a Grid
    • Combining Columns
    • Changing Display Decimal Places
    • Adding Text to Fields
    • Nesting Functions
    • Adding an Expression to the Library
    • General Rules for Expressions
    • Mathematical Functions
    • Run Time Functions
    • Excel Functions
    • Log Only Functions
    • Text Styling
  • User Guide-Filter Groups
    • Creating a Filter Group
    • Adding a Filter
    • Adding a Grouping by Records
    • Adding a Grouping by Values
    • Using a Filter Group in an Object
• Civil 3D Extension
  • Civils Extension Ribbon Interface
  • Check for Updates
  • Create and Manage Locations
    • Locations Manager
    • Controlling Location Groups
  • Create Dynamic Geotechnical Profiles
    • Step 1: Setup Profile:
    • Step 2: Select Locations
    • Manage Profiles
    • Edit Profiles
  • Creating an Alignment for a Profile
    • Create and Manage Strata Surfaces
      • Strata Manager
      • Stratum Locations
    • Layer Manager
    • Geotechnical Legend
    • Geotechnical Hatch Manager
      • Geotechnical Style Manager
        • Style Editor
        • Plan Strip Editor
        • Profile Strip Editor
        • Updating an AutoCAD Drawing Template
    • Creating XYZ Point Groups and Surfaces
      • Creating a Point Style
  • Interpretations
    • Understanding the Process
    • Load Interpretation
    • Save Interpretation
    • Create
    • Edit
    • Delete
    • Boundary
    • Settings
    • Fence Diagrams
• Web Portal Guide
  • Introduction
  • Current Project Selection and Portal Grids
  • Documents and Quick Logs in the Portal
  • Data Import Queuing
  • Portal Map
• Data Collector
  • Installation
  • Getting Started with Logging in the Field
    • Method of Authentication
    • Downloading and Selecting a Project
    • Downloading and Selecting a Data Entry Profile
    • Downloading Location Data
    • Locations List
    • Viewing Data
    • Adding and Editing Data
    • Saving Data
    • Uploading Data and Photos
    • Previewing Logs
    • Working with Pictures
    • Sample Label Printing
  • Setup and Admin
    • Introduction to Steps
    • Creating a New Data Entry Profile
    • Adding a New Data Entry Profile
    • Adding a New Step
    • Ordering Fields on the Summary Grid
    • Advanced Techniques for Steps
  • Example Steps and Workflows
• Legal