Record Details & Side Panel
Access full record details, attachments, and AI-generated summaries for every submission.
Selecting View from the record listing opens a detailed side panel containing everything submitted for that record — from the original attachments to structured summaries. This view enables deep inspection, auditing, and correction of data at a granular level.
The side panel is designed for transparency, giving you complete visibility into what was captured in the field and how Carbonleap interpreted it.
1. Side Panel Overview
The side panel slides in from the right and contains multiple tabs. These tabs vary slightly depending on whether the submission came from:
A Task Template (structured form data), or
Scouting Notes (images, audio, text processed by AI)
Each tab allows you to inspect or edit the record from different angles.
2. Summary Tab
The Summary tab is the primary view and behaves differently depending on record type.
For Task Submissions
The Summary shows:
A structured preview of all fields submitted in the form
Required vs optional fields
User-entered values
Form metadata (submission date, user)
This tab may also support editing, allowing corrections to the recorded values.
For Scouting Notes
The Summary displays the AI-generated structured interpretation of:
Images
Audio
Text notes
AI-generated outputs may include:
Detected stress signals
Possible biotic or abiotic causes
Disease or pest indicators
Severity assessments
Supporting evidence traces (“AI detected X because of Y”)
Key observations extracted from user notes
You may edit the summary to correct or refine AI interpretations.
Edits never overwrite the original media — attachments are always preserved for transparency.
3. Photos Tab
Displays all images submitted with the record.
Features:
Thumbnail grid
Click any image to enlarge
High-resolution zoom for inspecting canopy, fruiting, discoloration, or equipment details
This tab helps confirm the context of scouting issues or validate operational work.
4. Audio Tab
Shows all recorded audio notes included in the submission.
Features:
Built-in audio playback
Quick review of voice-noted observations from the field
Audio is also used by AI to extract insights in the Summary tab
This provides a hands-free option for workers who prefer speaking over typing during field activities.
5. Notes (Text) Tab
Displays all text-based notes submitted by the user.
Features:
Full note expansion for readability
AI uses content from text notes to enrich observations
Notes remain stored exactly as entered for auditing purposes
This tab is essential for reviewing worker comments, clarifications, or context provided during scouting or task execution.
6. Attachment Integrity & Traceability
All attachments — photos, audio, and text — are preserved exactly as submitted. Even if summaries or structured interpretations are edited:
Original inputs remain unchanged
Users can always see the raw material behind AI insights
Every insight remains fully auditable
This ensures trust, reliability, and defensibility of all Carbonleap analyses.
7. Editing Record Data
Where permitted, you may edit:
Summary fields
Structured form values
Corrected AI interpretations
Edits update the system record but do not alter raw attachments. This separation ensures clarity between ground truth and interpretation.
8. Why the Side Panel Matters
The side panel is designed to provide:
A single interface for reviewing everything about a record
Easy navigation between summaries and original attachments
Auditability for compliance, quality control, or operational verification
A high-resolution view into field behavior and conditions
This is the deepest and most detailed level of operational data available in Carbonleap.
Next Steps
You may now continue to other operational sections or revisit the Manage Tasks and Mobile workflows to see how data flows into Manage Data.
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