---
title: "User Guide v1.2.2.0"
canonical: "https://servicedesk.maxgeo.com/space/LGL/1991802881/User%20Guide%20v1.2.2.0"
format: markdown
---
**1.2.0.0**
# TABLE OF CONTENTS
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Introduction
LogChief Lite is the new revolutionised maxgeo data capture application. A progressive web application that can be run on multiple web browsers and is installable in devices such as desktops and tablets. Even as a web application, LogChief Lite can still operate while offline. It is designed to simplify configuration, collection, and management of field data. Collected data is directly synchronized into your master MDS database.
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Getting Started
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Software Requirements
The application should be used on devices with screens **larger than 10.1 inches**. LogChief Lite can be installed on any device that has a browser which supports the installation of progressive web applications, as shown in the table below:
A **valid SSL certificate is required for LogChief Lite** because the application requires HTTPS connection. Without it, the application cannot be installed or used offline due to security restrictions enforced by web browsers.
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User Management
Users with access to DataShed5 Admin (DS5Admin), can request for new licences and can also edit the roles of the LogChief Lite users. Users with a LGL_Admin role have the ability to create/edit/delete templates and can also create new QC policies. LGL_User roles cannot do this as they do not have access to the ‘Manage Templates’ page. Each available LogChief Lite licence can be assigned to a user’s email address in DS5Admin.
To request a new licence, please go to [https://maxgeo.com/licensing/](https://maxgeo.com/licensing/) and follow the steps to submit an application.
LogChief Lite Licenses and Requests are also managed from the DS5Admin site. You can view and update the license details for each database, submit License Requests and assign licenses to users.
To assign or change LogChief Lite user roles, navigate to the ‘Users’ section in DataShed5 Admin. Locate the selected user and click ‘Details’ under the Action column. Then, select ‘+ User Role’, add the appropriate role for the user, and save the changes.
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Start Page
To access the login fields on the LogChief Lite home page, click the play icon at logchieflite.maxgeo.com. For non-hosted clients, LogChief Lite is accessed via their unique company server URL. These clients must be connected to their company network to use the platform.
Enter the Username assigned to your email address as setup in DS5Admin, and Password created by the user when logging into DataShed5 (DS5) for the first time. All users who have had their emails added in DS5 will receive a welcome email, where they can click on the DS5 link, enter their credentials, and once logged in will be prompted to update their password. This password will be used to login to LogChief Lite as well. **All users must change their password in DataShed5 first, before logging in to LogChief Lite.**
All named users must first log in to the application while connected to the internet. Once they have successfully logged in, they will be able to access the application offline using their credentials.
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User Settings
A first-time login requires the user to select a database from the dropdown menu. Click on the Save icon once the database has been selected. This will take the user to the Logging Menu. All first time users will need to login whilst online for the application to store their login credentials. This will allow the users to login whilst offline. If multiple databases have been connected, users will be able to change the connection here in User Settings. Please note, changing a database connection will delete any unsynchronised data.
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Install LogChief Lite
To start using LogChief Lite in an environment where the logging device has limited or no internet connection, the application can be installed on the logging device. Many web browsers such as Google Chrome and Microsoft Edge will have an install LogChief Lite option.
**Microsoft Edge (PC)**:
**Google Chrome (PC):**
**Samsung Internet (Android):**
By installing the application on the logging device, a desktop icon will be created and LogChief Lite can be used in remote areas with no internet connection without losing functionality. Only uploading and downloading of data to the master database, refreshing libraries, and access to the user guide and release notes will still require an internet connection.
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Online/Offline
LogChief Lite can show the user if it has an internet connection at the top right of the screen. A green light indicates connection to the internet whereas a red light indicates no connection to the internet.
When LogChief Lite is in offline mode, users are unable to access Templates, User Guide, Feature Request Board and Release Notes from the main menu, download or upload data, or modify the database connection> Macro (anchor)
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Logging Menu
The Logging Menu features three primary template types along with a Manage Data option. Each template type includes various standard logging templates suitable for recording and synchronizing data. To explore the templates under a specific type, click on its icon to display the templates under that type.
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Main Menu
To view the main menu, click on the icon in the top right corner.
The options in the main menu can be used to navigate through LogChief Lite, provide information on the software or logout. Users with Admin roles will have ‘Templates’ visible, whilst normal users will not have the option. Quick links to the maxgeo Knowledge Base to view the User guide, Release notes and Feature Request are also available. ‘About’ provides information on the current version, and ‘Logout’ logs the user out of the application.> Macro (anchor)
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Theme Modes
To switch between dark and light themes in LogChief Lite, users can go to ‘Settings’ in the main menu and then to ‘Preference’. Here you click on the slider to switch between themes. Switching between themes has no effect on your data and can also be done offline.
# Template Management
LogChief Lite allows users with administration rights to create, edit or delete logging templates. Once these templates have been saved, all other devices using LogChief Lite with an internet connection can fetch these changes by selecting the option in the Manage Data page. Users can only select this function if they have no unsynchronised data.
LogChief Lite comes with pre-built templates for Downhole, Point and Production type templates.
## Manage Templates
Select Templates from the main menu to open the Manage Templates page. This page will show all existing logging templates under the three main template types, Downhole, Point and Production. Templates from a main type can be deleted by clicking the trash can in the row of the specific template in the grid. Templates can also be hidden in the logging menu by unchecking the Is_Active box.
Upon selecting a template, the tables included in that template are displayed on the grid. The administrator then has the ability to rearrange the order of the tables, modify the tab names, and remove any table as necessary.
By clicking on a table listed below the template name, the administrator can edit various grid settings such as:
- **Column Order**: Click and drag the six small white dots to reorder the fields. Moving a row in this way will change the order of the columns displayed in the logging grid.
- **Visible**: select fields to be visible or not visible in the logging grid.
- **Mandatory**: select fields to become mandatory, some fields are already mandatory as set in the master database and cannot be unticked (non-nullable). Record will not save unless mandatory fields are filled in.
- **Default Value**: default values can be entered manually or, for fields with a linked reference table, a default value can be selected from the drop-down list.
- **Reference Column**: This setting controls what is displayed in the dropdown list for the field. You can choose any column from the linked reference table, but the format must be ColumnA,ColumnB with no spaces. For example: Code,Description. Only two columns can be referenced, and they will appear together in the dropdown.
- **Reference Filter**: Dropdown selection available from active/inactive library codes. This filter can be edited here, or codes in library tables within the database can be set as inactive.
- **Column Constraint**: This column allows you to define a rule that the field’s value must meet before the row can be saved. If the entered value does not satisfy the constraint, the row will not save. Only the field that the constraint is applied to can be referenced in the formula. It is not possible to reference other fields or use multiple fields within the same constraint.
- **Formula**: Various formulas for all fields can be created here. Computed formulas can be edited but the edited formula will only be displayed in LGL, whilst the original formula will still take precedence and will be calculated in the database.
- **Hierarchical Field**: This field can be used to define the hierarchical field to filter by, only if it has already been setup in the custom reference table for the field.
Fields referencing tblLIBPerson can be set to automatically populate with the logged-in user’s username by assigning userName() as the default value. For the field to synchronise correctly, the username must exist in tblLIBPerson. If an administrator does not see this option in the dropdown, they should click Refresh Libraries to update the available values.
For date and time fields, use getDate() as the default to automatically populate the current date.
Default sampling configurations and QC for sample tables listed in the template can be set by clicking on the icon.
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Defaults/QC Configurations
The Defaults/QC Configurations page enables Administrator users to set up default values for fields in the sample sheet. Additionally, this page serves as the central hub for creating, editing, and deleting QC policies for the template’s sample sheet.
Each sampling configuration field is mandatory and must be selected before the configuration can be saved. Once saved, these defaults will be applied to the template’s sample sheet. Sample ID are made up of the Sample Prefix and Sample ID Start No. such as a Sample ID of TEST123, TEST is the Sample Prefix and 123 is the Sample ID Start No.
The QC Policies tab allows users to view and edit existing policies, create new ones, or delete current ones. To create a new policy, click on the plus icon. To delete a policy, use the trash can icon in the corresponding row on the right. Policies can be applied to the max depth or specific intervals, and checkboxes under Duplicates, Blanks, and Standards allow these elements to be included in the policy. Selecting End of Hole applies the policy to the end of the sampled hole. Additionally, there are four Standard ID fields available, which will be inserted sequentially as defined. All edits to existing policies or newly created ones must be saved to ensure they are applied correctly.
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Edit Template
To incorporate new tables into the existing template, the administrator should click the icon, which opens the ‘Create New Template’ page.
By selecting the icon, the administrator can choose a table from the master database. After selection, the table can be assigned a tab name and a particular order. Once the table(s) are selected and labelled, the administrator can finalize the additions by clicking Submit. The newly added table(s) will then appear in the template and can be edited further using the procedures outlined in Manage Templates. Please note that the template type (DH, PT or Prod) determines the table type that can be included in the template, for example, only downhole tables can be included in a downhole template.
## Add New Template
To create a new logging template, the administrator must select the icon in Manage Templates. This will open the Create New Template page.
From here the administrator must select the template type and provide a name and description. With the icon, all required tables can be added to this new template. Note that the selection of template type will only display tables of that type. Click on Submit to save the new template. Now the new template can be edited to suit logging requirements.
## **Managing Sample Sheets: Button Functions and Configurations**
To utilize the Sample Sheet logging tab for generating intervals, inserting QAQC samples, and creating Sample IDs sequentially, admin users must ensure that the 'SampleID' field is **not** set as mandatory in the 'LGLiteDHSampling' table within the specific template. This adjustment allows the three buttons in the Sample Sheet logging tab to function correctly, enabling separate processes for interval generation, QC policy insertion, and Sample ID creation. Please note that by applying this method, QAQC samples can **only be inserted against a specified frequency** and not a suffix.
Conversely, if the 'SampleID' field is checked as mandatory in the 'LGLiteDHSampling' table, the system will allow creating intervals, QC policies, and Sample IDs simultaneously. By clicking the 'Intervals and QC' button, all these elements will be populated in the grid in one go, streamlining the process for users.
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Adding a Formula against a Field
To add formulas against a field, go to the Formula column in the table on the Template Manage page. Ensure that field names are enclosed in square brackets [ ], and each expression is wrapped in parentheses ( ). For example: ([Depth_To] - [Depth_From]).
The Computed Columns checkbox specifies if the field is an actual computed field from the MDS and cannot be edited in LogChief Lite.
## Reference Filter Building
In LogChief Lite, the reference filter of any field with a lookup can be edited by users with an Admin role. By default, the reference filter is set to Is_Active = true, which ensures that only active records appear in the dropdown lists. Users with the appropriate DataShed 5 privileges can update the Is_Active column directly within the relevant library table in DataShed 5. Additionally, the Sort_Order values in a library table determine the order in which items appear in these dropdown lists.
Additional columns can be added to the reference libraries to further refine or group the codes. For example, you could add a “Project” column to the tblLIBLithCode table (the library table for lithology codes). Each code can then be assigned a value in this new column, such as a numeric identifier (e.g. 1) or a specific project name (e.g. Drill_Area_1). This additional field can then be referenced in the LogChief Lite filter cell within the Manage Data page, allowing you to filter the dropdown list of codes and descriptions based on the chosen project value.
Editing the reference filter allows Admin users to control which library values are shown for a specific field. To customise the filter, simply click on the reference filter cell. You can either build on the existing default [["Is_Active","=",true]] or remove it entirely to create a new filter from scratch. Filters use standard operators such as =, <>, >, <, >=, <=, as well as logical connectors like “AND”, and “OR”.
Below are a few examples of correctly formatted filters:
- [["Code","=","AC"],"OR",["Code","=","MG"],"OR",["Code","=","SSS"]]
- Dropdown list will only display codes AC, MG and SSS.
- [["Is_Active","=",true],"AND",["Is_Sulphide","=",true],"AND",["Code","<>","Py"],"AND",["Code","<>","Ga"],"AND",["Code","<>","Cpy"]]
- Dropdown list will show only active and sulphide codes, excluding Py, Ga, and Cpy.
- [["Group","=","EXPLORATION"]]
- Filters the list to include only codes belonging to the “Group” column which are “Exploration”.
- [["Is_Active","=",true],"AND",["Sort_Order",">=","1"],"AND",["Sort_Order","<=","5"]]
- Restricts the list to active entries with a sort order between 1 and 5.
- [["UnitType","=","Length"]]
- Dropdown list shows only unit codes from the reference table where the UnitType column is set to Length.
Once your filter is in place, click Save. If there is a problem with the logic, a red bar will appear at the bottom of the screen, indicating that the filter needs to be corrected. In such cases, review the logic and make any necessary adjustments. If you are unsure or continue to experience issues, please submit a support ticket via the maxgeo Support Desk, including the filter you attempted to use and a brief explanation of the result you were expecting.
## Hierarchical Logging
LGL version 1.2.2.0 and onwards allows hierarchical logging within the application. This requires that custom library tables have been created in the database, and that the appropriate primary keys and columns have been setup. If the column you want to filter the field dropdowns against exists in the reference table, then it can be used in the manage templates pages’ hierarchical field for the specific field.
Please note that hierarchical logging in LGL is only applied to children tables and is not backwards compatible between fields. For assistance in setting up your library tables for hierarchical logging, please submit a request to maxgeo through our service desk ticketing system.
# Manage Data
The Manage Data template allows the user to download from and upload to the master database. The Refresh Libraries option refreshes the libraries and any updates in the templates. The Reset Templates option deletes any templates that have been deleted in the Manage Templates page and deletes any tables that have been deleted from existing templates by an admin user. Any data that is unsynchronised will prevent users from selecting this function.
The icon will allow the user to create a new hole.
The icon will delete all selected holes.
The Search Bar allows users to search within the grid.
Data options of DOWNHOLE, POINT and PRODUCTION can be selected for upload and download. Alongside each option, numbers are displayed which indicate the count of unsynchronized data records specific to that option.
## Download Data
Selecting the icon allows users to select collars from tblDHColl and tblDHCollPlanned to download from the master database. Downloaded data can be seen within the related tables in the Manage Data page, and on the logging templates where the data can be edited, and additional data can be logged.
Users can download data directly from the **DHCollPlanned** table into LogChief Lite. This download process automatically distributes the planned values to the correct tables in the database, ensuring that collar, coordinate and survey information is correctly populated without requiring any manual duplication. Once downloaded, the planned collar information will appear in the DHColl fields, the planned survey values will populate the DHSurv table and the planned coordinates will populate the DHCoordinates table if using MDS 5.
For users on MDS466 databases, planned coordinates will be written to the coordinate fields in DHColl and the planned survey values will be written to the DHSurv table. As long as all required fields are configured in the database and template, the download process will correctly distribute the planned values to the appropriate tables. The DHCoordinates and DHSurv tabs will be included in the standard templates.
Please note that the Primary Keys of downloaded records cannot be changed. Examples of these include [Depth_to], [Depth_From] and [Sample_ID]. Hole_ID and Dataset can be changed in the manage data page.
## Export Data
Users can export logged data from the Manage Data Page. For Downhole, Point and Production Material Movement parent data, users have the option to ‘Export all data to Excel’ and ‘Export selected rows to Excel’. Selecting to export all data to Excel will export all parent records along with all their children table records.
To export data from logging table in LogChief Lite, click on the small red arrow against the parent row containing the data you wish to export (e.g. Hole_ID). Then, select the template logging table name from which you want to export the data and click on the 'Export to Excel' button. This will generate an Excel file containing the selected table data.
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Synchronisation Status
A successful upload/synchronisation to the MDS database will produce a green notification and a green tick in the row/s being uploaded. To check the synchronisation status of individual records, navigate to the expanded table within the parent record. In the grid, look for the 'SyncStatus' field. A value of '0' indicates the record has successfully synchronized or the record has been imported from the MDS, while a value of '1' shows it is pending synchronisation.
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Set Resync Status
In order to flag all logged records, including the parent record, to resynchronise, first select the checkbox next to the parent record in the Manage Data page grid and then click the ‘Set Resync Status’ button above the grid on the right and confirm. This action forces all records to be flagged as unsynchronised, regardless of whether they were originally logged locally or downloaded from the database (MDS). Even records that were previously synced or marked as up to date will be marked as needing synchronisation again, which is useful if you suspect data has become out of sync or if you want to force a full re-upload. It is very important to note that flagging all records to resynchronise and upload will overwrite any existing non-primary key data associated with that parent record in the master MDS.
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Changing of Datasets or IDs
Existing Datasets, Hole IDs, and Site IDs can be modified in the Manage Data page. To update a dataset or ID, click the white pencil icon in the grid rows to open the Edit Record page. From there, users can change the dataset or ID name and save the changes.
Upon updating an ID or Dataset, users must confirm the change, as this process copies the existing logged data into the new Dataset, Hole ID, or Site ID. Synchronization will follow the rules defined in the master MDS. The original Hole/Site ID will remain in the database, and it is the company's responsibility to remove or archive it if necessary.
When a Hole/Site ID is changed:
- The Historic_Hole_ID field will be automatically updated with the original ID.
- A message will be added to the Comments field to log the change, e.g.,
*Hole_ID updated from MAXTEST01 to MAXTEST02 via LogChief Lite.*
- Existing comments do not get overwritten when changing the dataset or Hole/Site ID.
# Logging Templates
The logging menu offers a variety of standard logging templates. To access these, click on a template from the dropdown menu under Downhole, Point or Production categories to open the corresponding logging grid. Administrator users can edit or delete these standard templates. Production Templates are only available if the database has production tables already setup.
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Logging Grid Functions
The header details provide an option to filter Hole/Site IDs via Dataset and Hole Type. Hole or Site IDs must be selected from the dropdown to begin logging.
Within this grid, users can select existing HoleIDs created in the Manage Data page or create new ones by clicking the icon in the Hole ID box, which opens the Hole Details page.
After selecting or creating a hole, users can begin logging by choosing a tab above the grid. These tabs above the grid are the database tables that have been linked to the specific template. The order of these tabs and their names can be edited by the administrator users in the Manage Templates page.
See the descriptions of the following icons:
- Add New Row: create a new row in the logging grid.
- Delete: delete all selected rows.
- Search Bar: search for anything within the grid.
- Column Chooser: drag and drop columns off and on to the grid. Please note that any changes to the columns using this feature are not saved.
- Hide/collapse header: Collapses the header details section to allow a larger visible grid.
- Back to Top: takes you to the top of the grid.
- Add Multiple Rows: create multiple rows at once by opening the Multiple Rows Configuration screen.
In the example above, mandatory fields * such as a Starting Depth of 1, an Ending Depth of 10, and an Increment of 1, along with a generic Lithology code, have been entered. By clicking the 'Add Rows' button, 10 new rows will be added to the logging grid. The Depth values will be automatically calculated, and the remaining fields will be filled as specified in the Default Values section, as demonstrated below:
## Copy Record and Grid Column Options
Right-clicking on any row in the grid will display a context button. Selecting the icon will create a new row by copying all data from the selected row (Depth_To must be entered manually).
Right-clicking on a column header will provide the user with options to sort, group and fix the specified column.
The colours of the column headers signify the following:
- Orange = Mandatory Field
- Blue = Computed Field
## Keyboard Shortcuts
The following are keyboard shortcuts that can be used in the template logging grids:
- **ALT + N** = Add a new row
- **ALT + S** = Saves the current row
- **ALT + C** = Copy the last row
- **ALT + T **= Switch between logging grid tabs
- **ALT + M** = Go to Manage Data page
- **ALT + H** = Go to Logging Menu
## Save Button on Edit Mode
To enable the Save Button on Edit Mode feature, navigate to the Main Menu options and select ‘Settings’, click on ‘Preferences’, and then click on the slider to enable or disable the ‘Save Button on Edit Mode’ functionality.
Enabling this feature allows users to edit existing data in a row without having to save each cell before moving on to the next. Once all edits to the row have been completed, the user can select the save icon, in the row on the right, to save the edits or they can choose to revert any changes made by selecting the Cancel icon.
## Downhole Sample Sheet
To create multiple rows in the sample sheet logging grid (LGLiteDHSampling), click on next to the icon. This will open the Sampling Configurations screen. Now select Defaults.
From here the user can set the default for all mandatory logging fields. Click on Save once completed.
## QC Policies
LogChief Lite allows the user to select and edit a defined QC policy to be used in the sample sheet. To select a QC policy, navigate to the sample sheet tab above the grid to open the sample sheet logging grid, then click on icon. This will open the Sampling Configurations screen, then select the QC Policies tab.
From the drop-down list, select the desired policy. Note that policies can only be created by Administrator users on the Defaults/QC Configurations page within the LGLiteDHSampling grid in the template management page. Once a policy is selected, users can configure Duplicates, Blanks, and Standards based on sample suffix or frequency. Check the boxes for each element to be included and specify whether the QC policy should apply to the maximum depth or specific intervals. Finally, ensure the Apply QC Policy box is ticked before saving the policy.
## Generate Intervals and QC
After setting the QC Policies and Defaults, users can initiate the generation of intervals, addition of QC policies, and creation of SampleIDs separately by using the three buttons. Users have the option to input a starting and ending depth or leave these fields empty to automatically generate intervals up to the maximum depth of the hole. Upon generation, the sampling logging grid will display the samples alongside any selected QC policies, with the QC policies distinctly highlighted in colour. Duplicates, Blanks and Standards can be manually inserted by right-clicking on the desired interval and selecting the mandatory fields.
For more detailed information regarding this, please refer to section ‘Managing Sample Sheets: Button Functions and Configurations’, [https://maxgeo.atlassian.net/wiki/spaces/LGL/pages/edit-v2/1991802881#Managing-Sample-Sheets%3A-Button-Functions-and-Configurations](https://maxgeo.atlassian.net/wiki/spaces/LGL/pages/edit-v2/1991802881#Managing-Sample-Sheets%3A-Button-Functions-and-Configurations) ”.
The Sample Sheet can then be exported by clicking on the ‘Export all data to Excel’ button .
# Uploading Data
On the Manage Data page, the ‘Upload’ icon enables users to upload any unsynchronized data to DataShed5. Records highlighted in green indicate unsynchronized rows, while those highlighted in orange represent errors or exceptions.
To upload a record, the checkbox in the row must be selected, and then the ‘Upload’ button must be clicked. Upon successful synchronization, a green popup message will appear, a green tick will be displayed in the row, and the row will no longer be highlighted.
Rows highlighted in orange indicate an exception with that record during upload. To view a broad description of the error, click the exclamation icon in the row. Most often, you will get a message like the following:
To investigate further, expand the table section by clicking the small red arrow in the row. This will reveal another exclamation icon next to the table name where the exception occurred; click on the table name to proceed. The table's data grid will be displayed, and the row with the exception will be marked with an exclamation icon on the left. Click this icon to access detailed error information.
From version 1.2.1.0, any exception errors encountered can be corrected in the grid in the Manage Data page. Once the data has been rectified, the record can be uploaded again. Only rows that have been highlighted in the orange colour can be edited in the Manage Data page grid.
