Gatekeeper Desktop Agronomist Recommendations to Gatekeeper Cloud Growers.
Gatekeeper Desktop Agronomists now have the ability to establish a relationship with a Gatekeeper Cloud user and send them a Recommendation, which will automatically appear in Gatekeeper Cloud. The Gatekeeper Cloud product range includes Gatekeeper Standard, Advanced and Premium.
Setting up Gatekeeper data
Before you set-up the relationship between Gatekeeper Grower and Gatekeeper Agronomist, you must ensure that the farm data matches in both systems to ensure that Recommendations can be imported easily. If, for example, field names don’t match, Gatekeeper simply will not know which fields the recommendation includes. A warning will be shown and the recommendation will not be imported. However, the farm data can easily be edited (in either system) to ensure that the records match and once this has been done all future recommendations can be imported.
To make this task easy, we recommend that a Field List or Cropping (Summary) is printed and referred to when creating/editing fields.
Step 1 - Setting-up the Relationship between Gatekeeper Desktop Agronomist and Gatekeeper Cloud Grower
To activate this feature, the Growers Gatekeeper Cloud Exchange Key (found in Gatekeeper Cloud, Set Up Business) must be entered into the Gatekeeper Desktop Relationship Manager in order to authenticate the relationship.
To do this;
Gatekeeper Cloud (Grower)
1. Open Gatekeeper Cloud in the normal way.
2. Go to Setup and open Businesses.
3. The Business Exchange key will be shown in the column on the right. This key needs to be provided to the Agronomist.
Gatekeeper Desktop (Agronomist)
1. In Gatekeeper Desktop go to the Setup menu and click on Businesses
2. Select the Business with whom you want to set up a relationship and then click Setup Relationships
3. In the Setup Relationship Credentials window, select Gatekeeper Cloud from the treeview
4. Enter the Exchange key provided by the Gatekeeper Cloud Grower into the Exchange key box. Click OK
Step 2 - Agronomist sending the Recommendation to the Grower
Once the Recommendation has been created and is ready to be sent to the Grower, it should be published in the normal way, via the Publishing Centre.
To do this;
1. Create the Recommendation and Issue as normal.
2. Either click Publish from the options within the Recommendations module or Publish Gatekeeper Plan from the ‘Issue and Publish Plan’ window. The ‘Add New Publication’ window will appear.
3. Make sure that the Relationship Manager option is selected, as shown below.
4. Click OK. The Recommendation will be sent to your Publishing Centre ready for sending.
5. To send the Recommendation either;
Do a full Synchronise by clicking on the Synchronise icon in the module bar. Click Synchronise in the window that follows.
Open the Publishing Centre from the module bar. Click on the Outbox tab and click Send Now (N.B. this sends only and does not carry out a full Sync).
Step 3 - Grower receives the Recommendation Jobs into Gatekeeper Cloud
The Recommendation Jobs will automatically appear in Gatekeeper Cloud. When Recommendation Jobs are available for importing a red notification badge will appear next to your avatar (top right). The number shown will indicate the number of Recommendations waiting to be imported.
1. To import the Recommendations, click on the avatar beside the red notification badge
2. From the menu that appears click Import Recommendations
3. The available Recommendations will be shown in the Select recommendation jobs to import window that follows
In the example shown below 3 Recommendations, each with one Job, are waiting to be imported and have been validated.
Symbols are used to indicate the validation results as follows;
This warning is stating that the field in the Agronomist records has a different variety to the field in the Grower’s records.
This error is stating that the field in the Agronomist Recommendation cannot be found in the Growers records. The Recommendation Job cannot be imported until this is rectified. N.B. This may be due to incorrect spelling – it is important to make sure field names match.
