1mpro5 user guide

mpro5user guide

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ContentsFunctionality Overview 4Quick Feature List 4Logging on to mpro 5Job list 5Toolbar 6Support 6The settings screen 6Outbox screen 7Caching 7Config screen 7Selecting a Job 7Completing a Job 8Navigation toolbar (Nav Bar) 8The More Icon 8Job Details 9Take before and after photos 9Completing Tasks on a Job 9Adding Assets & Parts to a Job 10Assets 10Add an Asset 10Add a New Asset 11Parts 11Using the Doc Store on a Job 12Entering Closure Notes 12Completing Forms on a Job 12Activities 12Timesheets 13Expenses 13

Job History 14Job Summary 14Customer sign-off 14My sign-off 14Form Summary 15Closing the Job 15Adding a new Job 15Depots 15Add new Assets 17My Forms (ad-hoc forms) 17Completing a Form - Form sections 18Types of control 18Lists 18Time and/or date 18Text Box/Numeric 19Selection (dropdown / combo) box 19Signature 19Jump-To Feature 19Optional Notes 20Scored Forms - Colouring Filtering 20Form History 21Form Summary 21Save Form 21Finish Form 21Saved Forms 22Doc Store 22The mpro Hub 23Flyout 23

Selected Jobs (tablet) 23

3mpro5 user guide

Welcome to mpro5

mpro5 is a powerful mobile application, part of the mpro solution from Crimson Tide

mpro5 runs on the very latest smartphone, tablets and pdas. It uses html5 and css3 and sends and receives information from mpro gemini websites, hosted on Microsoft’s Windows Azure

platform. mpro5 can communicate over the mobile phone network, Wi-Fi and cradle.

mpro5 is compatible with iOS, Android and Windows 8 devices

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mpro5

Functionality Overview

mpro5 enables field-based users to complete Jobs assigned to them by office-based staff “on the

go”,, alongside completing ad-hoc Forms. These are then automatically sent back to the office and provide real-time web-based reports providing up to the minute information. The application is designed in a finger-friendly manner and is designed with the field-based user in mind. See the mpro gemini guide for the powerful scheduling, reporting and alerting functionality of mpro.

Each mpro 5 device is registered against a single field-based user. This enables

each device to receive only the Jobs for that particular user. This guide is written using an IPhone. User experience on other devices will differ, although concepts are the same. Tablet devices feature a ‘Hub’ with a tabbed layout and Job Flyout

Quick Feature List

* Jobs pushed to smartphone/tablet/pda* Assets, Forms, Parts, Tasks,Timesheets. * Accept/Reject/Suspend/Save Jobs * Complete Forms on a Job* Complete unscheduled (Ad-hoc) Forms* Highly customisable simple or dynamic

questions. * Forms Sections * Multiple questions per page. * Expenses/ mileage. * Before and after photos * Scan barcodes (1D and 2D)* Capture Customer and user signatures.* Document Store of saved files (e.g. manuals,

certificates and photos)* Job Outbox of completed Jobs * Geo-tag records location of completed Jobs. * Job Notes* Add Assets / Parts* Phone Customer from

app (if phone enabled)* Multiple Questions per

page* Mandatory/ Optional

Questions* Job Journal

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Logging on to mpro

The first time you log on to mpro, you may see a registration screen. Follow the instructions received with your installation

email or in the downloaded instructions.

When you open the mpro 5 application, type in your username manually and enter your password using the keyboard.

Job list

Once successfully logged in, the Job list is automatically displayed. On tablet devices, the mpro Hub is shown with a

tabbed format and Job flyout. The Job list shows the following information:

* Job number * Company * Start / end date and time

The user can scroll up and down the Job list by using their finger or a

stylus. Select a Job by tapping on a Job from the list.

If a Job has passed its due date its text will turn red on the list and a

warning symbol will appear next to it.

To filter the Jobs displayed or to search for a specific Job the user

can enter information into the search bar to“filter” by any text within the list on Jobs and Forms. Select the criterion on which you want to filter.

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Toolbar

At the bottom of the job list screen the toolbar is evident. The icons have the following functions:

* Refreshing the screen.

* Loading Google maps (if enabled)

* Composing an email to Crimson Tide Support

* The Support Screen (this lists device settings)

The square icon on the right hand-side brings up

the following menu which includes:

* My jobs* Add new job* Add new asset* My forms * Saved forms * Doc Store* Support* Calendar (coming in a

later release of mpro5)

Support

To get to the support screens tap on the cog icon. From here you can view the three support screens.

To switch between these three screens tap the icons along the bottom of the screen labelled ‘Settings’, ‘Outbox’ and ‘Config’.

The settings screen

This screen shows the PDA User ID and last upload

date (this is the last time your device was synchronised).It also gives the options to call or email Crimson Tide if support is needed with the device. To do this tap either ‘call us’ or ‘email us’.

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Outbox screen

Tap on the Outbox tab to access your Outbox. This shows all the Jobs that

have been completed and are queued to send to the server. When the device next synchronises these will be sent to the server and the Outbox will be empty. To delete an item in the Outbox tap ‘Delete Selected’ or to delete all items tap ‘Clear All’. To send items in the Outbox to the office tap ‘Send Now’.

Caching

All completed parts of a job are saved to your Outbox should the device go offline. Once the device comes back online, hit the refresh button and the message

illustrated on the left will appear. By selecting ‘Process Now’, everything stored in your Outbox will synchronise back with the server automatically without accessing the Outbox. This feature is only applicable to Jobs.

Config screen

Tap ‘Config’ to view the settings for the device. This

displays the company name and Port information. This can be obtained from Crimson Tide Support if required.

Selecting a Job

Select the Job from the Job list that you want to complete and by default

this screen will be displayed.This screen gives full details of the Job.

* To accept a Job tap on the button with the green tick that says “Arrived”.

* To reject a Job tap on the icon with the red cross that says “Reject”.

* To view the details of the Job tap on the icon labelled “details”.

* To phone the client at the Job tap on the “Phone” button.

* To suspend the Job, tap “Suspend”.

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Completing a Job

Once the user has accepted the Job, this

screen appears and explains that the Job status will now be marked as arrived and is sent to the cloud.To begin the Job when on Site tap the complete icon.

There are also other options:

* To view details of the Job.* To suspend the Job.* To phone the Customer (if

enabled).

Navigation toolbar (Nav Bar)

This will appear at the bottom of every screen in the Job and allows the user to navigate through the

different areas of the Job. These will each be explained later.

This includes:* Details * Before and after photos * Completing Tasks * The More icon

The More Icon

The last icon along the bottom of the screen in

the navigation bar is labelled ‘More’. This icon displays a list of further areas of the Job to be completed, and is referred to in this specification as the ‘More’ menu.

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Job Details

The first icon displays Job Details, which shows the summary of the

information associated with this Job.

Take before and after photos

To take a before photo tap on the ‘Take Before Photo’ icon. The image

quality can also be selected from the drop down menu on screen. Then tap Take Photo. You can retake the photo as many times a you wish, only the last one will be Saved.

When you are

happy with the photo just move onto another tab on the navigation tool bar and the photo will be saved. Complete in the same way for an after photo.

Completing Tasks on a Job

Tap on the Tasks icon from the navigation bar along the bottom of the screen to display the Tasks that need to be completed.

The list can be scrolled using a finger or stylus.

Tap on a Task to open it and then answer the questions. In order to

complete or answer a Question the user must then tap on the ‘Selected Answer’ box.

When the Task has been completed tap ‘Finish’ at the

top of the screen return to the list of Tasks. Completed Tasks are coloured green.

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Adding Assets & Parts to a Job

When scheduling a Job on the device, a user can add Tasks and Assets to the Job. It is also possible

for the user to select a Part, from the central list defined by the Customer, and add or remove this to/from a Job if required.

Assets

To add Assets select the ‘Asset’ icon from the

‘More’ menu. Tap on each Asset to complete it.

The ‘Complete Asset’ screen has three sections:

* Details* Parts * Forms

To complete the Parts and Forms associated with

an Asset tap on the ‘Parts’ and ‘Forms’ button at the bottom of the screen. Fill in the questions and then tap ‘Save’ to complete the Asset’.

New Forms and Parts can also be added to the

Asset by tapping ‘Add Part’ or ‘Add Form’.When an Asset section has been completed the background colour will turn green.

Add an Asset

To add an Asset to a Job tap on the ‘add Asset’

button from the bottom of the Job Asset list. Here you can select the type of Task required for this Asset and then either search for the Asset or tap Scan to scan the barcode of an Asset. Scanning a barcode invokes the device camera in a similar way to photos. The Asset will be added to the Asset list.

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Add a New Asset

A new Asset can also be added to the Job that is not saved in the directory

by tapping on the ‘Add a New Asset’ bar at the bottom of the Asset Job list. From here the barcode of the Asset can be scanned or the information manually completed. Tap ‘Finish’ to add the new Asset. The Asset will now be available in the Asset list.

You now have the ability to add new manufacturer and model

makes when adding an asset. On the Add New Asset screen scroll down to the ‘Add New Model/Manufacturer’ tab. To add a new model, select the manufacturer from the drop down and simply add in the new model.

To add a new manufacturer, select the ‘New...’ option from

the manufacturer drop down and simply type in your new details.

mpro does not allow the ability to add the same manufacturer or

model type, twice. A warning message will appear if this occurs.

Parts

Tap on the “Parts” icon from the More menu and the list of Parts will

be displayed. To add a Part tap on the ‘Add Part’ bar at the bottom of the list.

Select the quantity and type of Part and either tap Search to find Parts

or scan the barcode of the Part that you wish to add to the list. To delete a Part tap on the cross next to it.

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Using the Doc Store on a Job

Whilst completing a Job the Doc store can be accessed to view files (e.g. manuals, images and

certificates) that are associated with the Job. To open the Doc Store go to the More menu and select ‘Doc Store’.

Entering Closure Notes

To enter Job notes tap on the ‘Notes’ section from the ‘More’ menu icon. The closure status of the note

can then be selected from the drop down menu and completion notes can be added.

Once the user has finished entering Notes

they can simply move to one of the other tabs using the navigation bar along the bottom of the screen or select ‘Back’ at the top of the screen to return to the Job List.

Completing Forms on a Job

From the ‘More’ menu tap on ‘Forms’. The various Forms associated with the Job can be completed.

The list can be scrolled using a finger or stylus. After selecting the Forms the user will be presented with a list of Forms on the current Job.

To start a Form tap on the title of the Form to

be completed. Answer the questions in the individual sections of the Forms by selecting answers from drop down menus or typing in text boxes. Extra Forms can be added by tapping on ‘Add Form’ at the bottom of the list. Once the Form has been completed it will turn green.

For a more detailed explanation on filling out a Form see the My Forms section in this guide.

Activities

From the ‘More’ menu on the navigation bar at the bottom of the screen, there are options to record

Timesheets and Expenses, which allows users to record

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important information concerning the Job, such as on-Site and off-Site times, total travel time and mileage. This feature, which is configurable, as default displays Timesheet and Expenses tabs, but can also be used for recording holidays and sickness.

Timesheets

When selecting Timesheets from the ‘More’ menu the first screen below will be displayed. Here you can add new

Timesheets and new days.

To add a new Timesheet or a new day, select either ‘Add new Timesheet’ or ‘Add new Day’.

Complete answers using the controls. When all the questions have been answered tap save in the top right hand corner of

the screen.

Timesheets are then added to the Job. To delete a Timesheet, tap on

the cross next to each Timesheet.

Expenses

To add Expenses associated with the Job, select Expenses from the More

menu. To add an Expense tap “Add Expense”.

Select the type of Expense, the date and cost (price) from the drop down

menus. Then tap Finish in the top right corner. The Expense will then be added.

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Job History

The History option is located under the More menu icon.

This feature will tell you the last job that was completed for that customer, at that particular site. To access History, select the option from the More menu and then select the ‘View Last Job’ tab.

Job Summary

This shows a summary of all the different aspects

of the Job which have been completed. To view the Job summary tap on ‘Job Summary’ from the More menu icon.

Customer sign-off

When the Job is finished it can be signed off by

the Customer. Select ‘Sign Off’ from the ‘More’ icon menu.

Enter the name of the signatory and the Customer

can then sign using a finger or a stylus

My sign-off

The field user can sign-off by selecting “my sign-off”

from the More menu.

Enter the internal name and then sign your name in the

box with a finger or a stylus.

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Form Summary

When each Form is completed you can view a summary of the

Form by tapping on the “Summary” icon.This will display the information completed in the Form so far. To Save the Form tap on the Save Icon. To finish tap on the ‘tick’ icon labelled Finish.

Closing the Job

Once the user is satisfied that they have entered all of the

information on the Job simply select ‘Complete’ from the top of any screen on the Job. To exit the Job tap ‘Back’, this will ask you whether you want to Save or Cancel the work completed on the Job so far. In order to close a Job the user must have recorded:

* Job Notes * Signatory Name * Signature

In addition the user must have completed all mandatory: * Tasks on the Job * Forms on the Job * Assets on the Job

Should the user neglect to enter any of the required information the system will prompt them to do so before closing the Job.

The user will be asked if they are sure they are ready to finish the Job, by selecting ‘yes’, the Job will be automatically sent to the server and removed from the scheduled Job list.

Depots

Anew feature of mpro5.3.3 is the ability to assign certain customers to certain users. This means that when a user

scrolls down their list of customers on the device, they will only be presented with the customers applicable to them. To set this up, please contact the support team.

Adding a new Job

To add a new Job on the device, tap on the ‘New Job’ section from the

More menu. This function is for Jobs that have not allocated by a website user.

Once the option of New Job has been selected the user will be

presented with the option to select the:

* Customer* Site* Contract* Location* SLA.

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Scroll down the list to select a Customer or alternatively use the ‘Filter items’ bar at the top of the screen.

Once the Customer has been selected, the Sites screen will automatically be displayed. Scroll down the list to select Site or use the ‘Filter items’ bar at the top of the screen.

After the Site has been chosen, the Contract, Location and the SLA can then be selected following the

same on screen format.

Details, Tasks, Forms and extra information can then be added to the Job by tapping the icons along the

bottom of the screen in turn.

The extra Job details, which must be filled in to add the

Job include:

* Job number* Client PO* Job type* Priority * Description* Start* End* Notes

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Tap on ‘Add Job’ and the Job will be added to the Job list on the device.

Add new Assets

Select ‘Add New Asset’ from the main menu. Scan the barcode of

the Asset by tapping ‘Scan’. You can manually add the details of the Asset, such as the manufacturer and model, by answering the questions. Tap ‘save’ to add the Asset, to exit and cancel the Asset tap ‘Back’.

Users have the option of adding new manufacturers and model

types under Assets. Select the ‘Add New Model/Manufacturer’ tab on the ‘Add New Asset’ screen. To add a new manufacturer, select ‘New...’ from the Manufacturer drop down and then type in the name and model. To add a new model simply select the manufacturer from the drop down and type in the new model

My Forms (ad-hoc forms)

Ad-Hoc Forms are Forms that have not be scheduled for completetion with a Job. They can be completed at any time.

On a tablet, tap the My Forms tab at the top of the mpro Hub. First select the Customer, followed by the Site and then lastly

the Form that you want to complete. (See images below).

It is important to note that the very first time you want to complete a Form, that Form needs to been downloaded over Wi Fi. Once this

has happened the Form will be cached on the device and can be completed off-line too. The following symbols appear next to Forms:

Form downloaded via Wi Fi Form not yet downloaded

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Completing a Form - Form sections

A Form is made up of sections. Before they are

completed these are colour coded.

* Grey - is a standard required section and must be completed

* Blue - is an optional section. * Amber - is a dynamic

section. Next questions depend on the previous answer.

Tap on each section of the Form to open up the

questions in that section.

At the bottom of the screen is a navigation bar that

allows the summary of the Form, and the Doc Store to be viewed whilst completing a Form as well as the option save the Form.Tap on each Question to answer. When a section has been completed it will turn green.

Types of control

There are a number of formats of questions that can be answered in Forms:

Lists

Simply select an item in a List control by tapping

the item you wish to select.

Time and/or date

To alter the date scroll up and down the days and

months using a finger or stylus until the correct date is selected. Tap ‘Set’ (cancel if you wish).

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Text Box/Numeric

Tap in the box on screen and a keyboard will automatically appear

for you to enter in the answer. To move between the questions tap ‘next’ or ‘previous’, and to finish the question tap ‘Done’. Text boxes can be single line, multi line or even numeric.

Selection (dropdown / combo) box

Tap on ‘Please select’ , this will give you a list of possible answers to

choose from. Tap on the appropriate answer and then ‘Done’ to complete the question. Some controls only allow a single selection, others allow you to select multiple options.Text Box/Numeric

Signature

Some questions in a Form will require a signature. Use a finger or stylus

and sign in the white box on the screen. The ‘Clear’ icon will erase the contents of the box

‘Jump to’ Feature

This feature enables you to quickly jump back to

previously answered questions while completing a form. To do this select the ‘Jump to’ tab at the bottom of the screen and then select the question you want to jump back to.

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Optional Notes

You have the ability to add optional Notes against

any Question answered in a Form. To access this feature you need to have opened a section within a form. Then select the ‘Comments’ tab, which is displayed along the bottom of the screen.

A screen displaying ‘Enter Notes’ will then appear.

Use this space to enter any additional notes, which you want to add against this Question. After pressing ‘Next Steps’ you will be presented with an area to add any additional steps you want to add. Simply press ‘Next’ to return to the Questions in the Form.

Scored Forms - Colour Filtering

If you have a Form, which you want to be scored, mpro will allow you to do this. Simply let us know your value

boundaries for the Form(s) and which colours you want these to be highlighted.

For example, in the above instance this

Form has the value boundaries of 0-45, 46-75 and 76-100. Any value above 76 is a pass and any value below 76 is a fail. Once the Form has been completed, the Form Score will be highlighted in one of three optional colours to represent the Form boundary it has fallen in to. To set this up contact the support team.

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Form History

While completing a Form for a specific site you have the ability

to access and view the last Form, which was completed for that site. To do this, select the ‘History’ tab at the bottom of the screen. Then select ‘View Last x Form’, where ‘x’ referrs to the name of the Form you are currently completing. Additionally, by selecting the option ‘View Last Form’, you are able to view the last Form completed for this site, irrespective of which Form it is.

Form Summary

From the Form Section screen the summary of the Form can be viewed

by tapping on ‘Summary’ at the bottom of the screen. This shows the details of the Form completed so far.

Save Form

A Form can be saved whilst it is being completed by tapping on the ‘Save

Form’ icon at the bottom of the screen. This then gives the option to Save and Continue’ or ‘Save and Quit’.

Saved Forms can be viewed at a later stage by going to Saved Forms from

the main menu.

Finish Form

To finish the Form tap on ‘Finish’ at the top of the screen. All required

sections of the Forms must be completed in order to finish the Form. An alert will appear if an item is not completed and the Sections that need to be completed will be shown in red text.

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When a Form is completed an alert appears - tap

‘OK’ to return to the main Job list.

Saved Forms

To view Saved Forms tap the square icon on the

red tool bar on the bottom of the screen and select ‘Saved Forms’. From here Saved Forms can be viewed or deleted by tapping ‘Delete Selected’. (Image below).

Doc Store

The doc store allows the user to search the

server Document Store and to download items to their device. Files can be viewed ‘offline’ to assist in Job or Form completion. Examples are manuals, Site photos and certificates.

Select ‘Doc Store’ from the main menu.

On a tablet, the Doc Store can be viewed on the tab at the top of the mpro Hub. Tap ‘Doc Store’ at the bottom of the screen to search and download documents.

Tap ‘History’ to view previously downloaded

documents. From here you can delete documents by tapping ‘Delete’.

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The mpro Hub

The mpro hub appears on certain tablet devices.

It allows users to switch between Jobs, My Forms, the Doc Store, and Support. Simply tap on each Tab to switch.

Flyout

The flyout from the top left of the application

on certain tablet devices gives users information about the number of Jobs and the next Job (excluding overdue Jobs).

Selected Jobs (tablet)

When a Job is selected on certain tablet

devices the Job info is displayed in a drop down panel. Job Options are available on the Panel for actions previously described in this guide.

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Support

e: support@crimsontide.co.ukt: 01892542444

crimsontide.co.uk

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