advanced wireless forms for iphone user guide

Advanced Wireless Forms (AWF) User Guide for iPhone/iPad Release 1.3.5.22

™

Introduction About Advanced Wireless Forms

Release 1.3.5.22 December 31, 2011 i

About Advanced Wireless Forms

Actsoft Advanced Wireless Forms User Guide

December 31, 2011 ©2011 Actsoft, Inc. All rights reserved.

Actsoft Confidential and Proprietary

This document contains proprietary information subject to a non-disclosure agreement and is not to be released without prior written authorization from Actsoft, Inc. mComet, Comet Tracker (CT) and the Comet Tracker logo are trademarks of Actsoft, Inc.

Apple, the Apple logo, AirPlay, Apple TV, Cover Flow, FaceTime, iBooks, iCal, iPhone, iPhoto, iPod, iTunes, Keynote, Mac, Macintosh, Mac OS, Numbers, Pages, QuickTime, Safari, Spotlight, and the Works with iPhone logo are trademarks of Apple Inc., registered in the U.S. and other countries.

AT&T, the AT&T logo and all other AT&T marks contained herein are trademarks of AT&T Intellectual Property and/or AT&T affiliated companies.

Copyright Notice

Copyright laws of the United States and other countries protect the material contained in this document. It may not be reproduced, distributed, or altered in any fashion by any entity without the express written permission of Actsoft, Inc.

Statement of Accuracy

Every effort has been made to ensure that the information in this document is complete and accurate at the time of printing. However, the information in this document is subject to change without notice.

Supported Devices

Handsets

Advanced Wireless Forms for iPhone/iPad Release 1.3.5.22 should be used with the Apple iPhone or iPad only.

Advanced Wireless Forms™ iPhone User Guide

ii Actsoft, Inc. Rev. 3.0 www.actsoft.com

Document Ordering

To order a copy of this or any other document in the Actsoft documentation suite, contact your sales representative. Documentation will be supplied to clients of Actsoft, Inc. only.

Technical Support and Training

For technical support, contact Actsoft at:

Email: mailto:[email protected]

Phone: 813.936.1511

Fax: 813.600.4539

Mail: Actsoft, Inc. 8910 N. Dale Mabry Hwy., Ste. 30 Tampa, FL 33614

For training on the Actsoft product suite, contact:

Scheduling: 813.936.2331; then select menu option 3

Using Advanced Wireless Forms (AWF)

The Advanced Wireless Forms handset application used with the Comet Tracker workstation application allows workers in the field to gather data and store it on the handset, or submit it to the home office. Use Advanced Wireless Forms to enter information about jobs, and send/receive updated forms while in the field.

Advanced Wireless Forms uses built-in GPS tracking function to gather location information at specified time intervals and transmit the resulting data to the hosted server.

Advanced Wireless Forms can benefit companies that do not require the full functionality of mComet. For example, a company may want field workers to complete job-related forms and communicate with the home office/user groups only. Contact your system administrator to find out whether you should use AWF.

mailto:[email protected]

Introduction About Advanced Wireless Forms

Release 1.3.5.22 December 31, 2011 iii

Purpose and Audience

This document is intended for users and administrators of the Advanced Wireless Forms handset application. It provides the following information:

• Installation and setup • Configuration modification • Working with customized forms

Detailed information on the Comet Tracker software is not provided in this document.

Application Requirements

• Web browser installed on the device • Operating system: Minimum – 4.x • Unlimited data, or applicable service plan • Comet Tracker installed on a workstation

Please contact Actsoft Technical Support about additional requirements for your handset software version and/or handset model.

Revision History

Version Date Comments 1.0 January 1, 2009 Manual redesign

2.0 April 21, 2009 Manual redesign

3.0 February 22, 2010 Manual restructure

Symbols Used Frequently in this Document

Type What it Means:

Important Note

Warning – action may adversely affect application or handset performance

Introduction Contents

Release 1.3.5.22 December 31, 2011 iv

Contents

About Advanced Wireless Forms ............................................................................................................................i

Installing Advanced Wireless Forms ......................................................................................................................5

Setting Up AWF .........................................................................................................................................................6

Suspending and Returning to AWF ............................................................................................................................................... 7

Advanced Forms .............................................................................................................................................................. 9

Sample Service Call Workflow .................................................................................................................................................... 10

Signature and Image Capture ..................................................................................................................................................... 17

Barcode Scanning ....................................................................................................................................................................... 17

Working with Messages ........................................................................................................................................ 18

Push Alerts .................................................................................................................................................................... 20

Viewing Forms and Messages History ............................................................................................................................ 20

Filtering Messages ...................................................................................................................................................................... 21

Index ....................................................................................................................................................................... 23

Setup

Release 1.3.5.22 December 31, 2011 5

Installing Advanced Wireless Forms

Install the application on your handset before using Advanced Wireless Forms. If you are installing an upgrade to an existing version of AWF, you must first uninstall the existing version. Contact Actsoft Technical Support for assistance with all uninstalls.

Install AWF from iPhone’s App Store:

1. Choose Home.

2. From the home screen, choose App Store.

3. In the Search field, type Actsoft.

4. Select Install. The device will display the main menu and begin the installation process.

5. If you have a user account already, you can launch AWF. Enter the account number and

user number, and press the Action icon to continue.

6. Or, enter the 10-digit phone number in the Phone Number field on the Setup screen, and touch Done on the keyboard to complete the setup.

Advanced Wireless Forms™ iPhone/iPad User Guide

6 Actsoft, Inc. Rev. 3.0 www.actsoft.com

Setting Up AWF

Complete the setup process while you are in network coverage. After set up, your account and user number are stored on the handset. Choose Setup to change this information.

All archived forms on the handset will be deleted if the handset setup is modified.

1. On the handset’s main menu, choose the Advanced Wireless Forms icon.

The Home screen displays, with three (3) options for starting:

• Try it Now – You will be logged in to Apple Demo account 2011, user 1

• Sign Up – Submit contact information to receive demo account information

• Log In – Log in with your account and user number. After you log in, the Try it Now and Sign Up options no longer display.

Setup


2. If you choose to log in with your account and user number, the following screen displays:

3. Enter your 10-digit phone number, or your company’s Account Number (provided by Actsoft) and touch Next from the handset keyboard. Enter the User Number, and touch Done. You only need to complete this information the first time you run AWF.

4. Choose the Login button from the upper right corner to save the setup information and continue.

AWF sends the account and user information and downloads the handset settings from the server. User setup is now complete. Menu options are determined by your Comet Tracker administrator.

Suspending and Returning to AWF

Press the Home button to suspend AWF. You can then return to the handset menu

and use all the handset features. Choose the AWF icon from the handset’s main menu screen to resume AWF.

Using the Application


Advanced Forms

Advanced forms allow companies to customize new forms, or recreate paper forms for completion on the handset. The form structure is created in Comet Tracker, and the corresponding forms display on your handset.

You can also save or archive forms on the handset to edit later. The handset’s memory determines how many forms you can archive.

Anatomy of an Advanced Form

Your Comet Tracker administrator creates forms that include screen elements such as buttons, drop-down lists and checkboxes. A main form is created, and then conditional sections are added based on the data gathering requirements. Repeatable forms are created to list multiple items of the same type.

Conditional sections display on the handset based on your entries/choices as you complete the form. The following scenario illustrates how advanced forms can be used.



Below is the process flow of the preceding scenario.

Sample Service Call Workflow

Customer Name

LegendConditional Section:Non-Conditional Data/Action:

Under Warranty

Estimate PerformedDescription of Work Estimated Cost

End Svc Call

Customer Accept Estimate

Perform Work

End Svc Call

A

A

Start

Repeatable Fields:

Parts Used Job Completed

Pt No Pt Name

Yes

No

Yes

No

Reason

End Svc CallYes

No

Parts Needed

Escalation

Parts Used

Pt No. Pt Name

Return Date

Contact Phone

End Svc Call End

The following pages illustrate the handset screens and steps that correspond to the preceding service call flow and scenario.



1. Select a form type from the Form Selection screen, or choose Archived to choose from a list of archived forms. You can also use the Filter field at the top of the screen to search for a form. Choose Cancel to redisplay the forms listing after you perform a search.

2. Begin the form, entering the required information.

Drop-down arrows indicate that there are data choices for a field. Fields with asterisks are required, and camera-activated fields display a camera icon. Conditional sections are shaded – note that additional information will display based on the choice you make for ‘Estimate Performed’.

On the form below, the ‘Estimate Performed’ section is complete. When you choose Yes, another section displays in which you can describe the work to be performed.

Conditional form



3. Enter the estimated dollar value in the ‘Estimated Cost’ field and select an answer to ‘Customer Accept Estimate’. Note that the ‘Estimate Performed’ and ‘Customer Accept Estimate’ sections are shaded, indicating that they are conditional sections.

4. When you select ‘Yes’ to Customer Accept Estimate, the Parts Used repeatable form displays for completion. The ‘Parts Used’ section is a repeatable form, as indicated by the multiple page icon.



5. Click on the Parts Used section and the repeatable form displays, as shown below. Choose the plus symbol at the bottom of the screen to create and complete this form as many times as needed to list all parts used.

6. Add more information about the part type(s) used on the repeatable screens that follow, and choose Done.

Repeatable form



After you complete all necessary repeatable forms, the main form will redisplay for completion.

7. Continue to the next conditional section of the form, Job Completed. Select No.

8. Enter the reason for the job status, and proceed to the Parts Needed repeatable forms.



9. Enter the parts needed in the repeatable form. Select the plus symbol at the bottom of the screen to add more repeatable forms, and Done when you are finished.

10. On the main form, continue with the next portion, the Return Date.

The handset default format for dates is used for date entry.



11. Enter the Contact Phone, and choose the Action key.

12. On the confirmation dialog, choose Submit, or at the bottom of the screen, choose Archive Form to complete the form later.

Additionally you can preview the form before you send it. On the confirmation dialog, choose Preview.



Your completed form displays for review.

You can also choose Print from the Form Preview screen to send the form to a wireless printer.

Signature and Image Capture

Captured signatures or images will display within the form. AWF allows multiple image capture on the same field. However, only the last-captured image displays on the form.

View all images by selecting Menu at the bottom of the form, and then choosing Attached data. Images can be deleted from the attached data by selecting the trash can at the top right of the image.

Barcode Scanning

Barcode scanning is available in any text field.

1. Double tap in the field to display and choose the Scan option.

2. When the camera opens, hold the camera up to the barcode and it will focus and scan the barcode.



Working with Messages

Use Messages to communicate with supervisors and other workers. Receive and view messages, along with items sent in response. A number on the envelope indicates that new messages have been received.

1. Choose the Messages icon.

Current messages in your Inbox will display. Choose Refresh to display new messages.

2. Choose a message to review.

3. Review the message. When the message is opened, a ‘Read receipt’ message is sent back to the sender.



4. Choose Reply to respond, or Delete to delete the message. Note: Deleted handset messages are kept on the CT server.

The Reply screen displays, populated automatically with the sender’s name. However, you can choose the To field to display a listing of additional recipients, as shown below, and then choose Accept.

5. Type a response and choose Send.



6. To compose a new message, choose the icon from the Inbox screen. Select message recipients, enter a subject in the Subject field, and type your message.

Push Alerts

AWF receives update alerts automatically when changes are made to forms or if messages are received. AWF will notify you of a push alert with the following dialog:

The badges on the Messages icon automatically updates to reflect the new count and their respective lists automatically update.

Viewing Forms and Messages History

Choose History from the icons menu at the bottom to verify the sent status of completed or updated forms and messages.

As data is completed, an entry is added to the history screen with timestamps for time added and time submitted to the server. If the transmission is successful, a green circle displays on the record.



Filtering Messages

You can set a filter to display only specific record types, determine the maximum number of records to display on the screen, or to hide the feature completely.

1. Choose AWForms from the Apps menu.

2. Choose your desired settings for the fields displayed onscreen.

Even if Show History is set to ‘Off’, records continue to be stored, so when it is re- enabled, previously-added records will display.

If the device is unable to send the data, the Sent timestamp is blank and a yellow circle displays next to the record. As connectivity returns, timestamps for the unsent records are added and the yellow circle changes to green, indicating the data has been sent to our servers.

Index


Index

Advanced forms, 9 Alerts

push, 20 Application

requirements, iii AWF

installation, 5 setup, 6

Barcode scanning, 17 Capturing

signatures, 17 Conditional sections, 11 Filtering messages, 21 Forms

advanced, 9 archived, 9 history, 20

Handset requirements, iii

History, 20 messages, 20

Installing AWF, 5 Messages

filtering, 21 history, 20 sending and receiving, 18

Messaging, 18 Push alerts, 20 Returning from suspended status, 7 Scanning

barcode, 17 Setup, 6 Signature capture, 17 Supported devices, i

handsets, i Suspending AWF, 7 Technical support and training, ii Working with messages, 18

©2011 Actsoft, Inc. All rights reserved. Advanced Wireless Forms, mComet, Comet Tracker and the Comet Tracker logo are trademarks of Actsoft, Inc. Apple, the Apple logo, AirPlay, Apple TV, Cover Flow, FaceTime, iBooks, iCal, iPhone, iPhoto, iPod, iTunes, Keynote, Mac, Macintosh, Mac OS, Numbers, Pages, QuickTime, Safari, Spotlight, and the Works with iPhone logo are trademarks of Apple Inc., registered in the U.S. and other countries. AT&T, the AT&T logo and all other AT&T marks contained herein are trademarks of AT&T Intellectual Property and/or AT&T affiliated companies.

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