PROFOREST FIELD AUDIT MOBILE APPLICATION USER MANUAL

Transcription

1 PROFOREST FIELD AUDIT MOBILE APPLICATION USER MANUAL For Web Application users Developed in collaboration with

2 Table of Contents Introduction... 3 Features... 4 Account Management... 4 Project Management... 4 Users Management... 4 Multi Language Support... 4 Section 1 Account Management... 5 Section 1.1 Sign Up... 5 Section 1.2 Log In... 7 Section 1.3 Edit Profile... 9 Section 1.4 Log Out Section 2 Project Management Section Adding a new Project Section Edit Project Section 2.3 Delete Project Section View Projects Section 2.5 Record General Project Findings Section 2.6 Export Findings Section 3 Record Findings Section 4 Refresh Section 5 Change Language Section 6 Data Synchronization Section 7 View Checklist Section 8 Add Team Member... 32

3 Introduction This manual is divided into sections that describe into detail the various categories that appear on the mobile application. In so doing the user has easy access and understanding of the different functions that are found under each category. Menus and submenus shall be described with the aid of images captured from the mobile application to enable users have a better understanding of all illustrations made. The mobile application has been created in a user-friendly manner in which users can navigate with very little or no training. This is to aid in the efficient and smooth running of daily activities while using this system. The guide assumes that you have some basic computer and internet usage skills. Most of the settings and actions in this system are self-explanatory and may not be explained into details. Labelled images may be used to explain the functions of some important buttons, and their functions described in the steps that will follow.

4 Features Account Management This feature allows users to be granted access to the system after providing a correct address and password after they sign up. There are two other ways users can also log into the system; by using their Gmail and/or Microsoft account. This feature also allows users to log out from the system and also edit their profile. Project Management This feature is one of the key features of the application, the feature allows users to manage multiple projects. It allows staff working in various departments to know what is happening on the field and to be able to rapidly filter projects that are being run for more information (e.g. projects that are closed, opened, those that findings have been recorded etc.). Findings can also be recorded using this module, findings can be recorded using pictures, videos, recordings and location. Users Management This feature allows administrators to manage the roles of users in the system. Each system action is associated with a permission which helps to limit the functions users are able to access within the system. Roles can be managed in the system ensuring that permissions are up to date and properly managed. Multi Language Support The system supports multiple languages. Users can select the language in which they want to view the website or mobile application.

5 Section 1 Account Management The account management section would allow you to perform functions such as sign up, log in, profile editing and log out. Section 1.1 Sign Up To sign up, launch the Proforest Field Audit Application. The page as shown in Figure 1 below will be displayed. Click on Create Account circled in red. Figure 1 NOTE: You don t need to create an account if you have a Gmail account or a Microsoft account. Click on to use your Gmail account and After create account is clicked, the page displayed to use in your Figure Microsoft. 2 would be displayed. Enter your details and click on the button. A verification

6 message would be sent to your , Please click on activate account to activate your account and log in. Figure 2 NOTE: If you are already a member click on log in to enter your and password in order to gain access into the system.

7 Section 1.2 Log In To log into the Proforest Field Audit Application, launch the Proforest Field Audit Application. The page as shown in Figure 3 below will be displayed. Enter your and password. Click on Log In after entering your and password. OR Click on to use your Gmail account OR to use your Microsoft account to login. Figure 4 shows the screen that displays all the modules of the system after you successfully log in. Figure 3 NOTE: Click on to use your Gmail account and to use your Microsoft account to login.

8 Figure 4

9 Section 1.3 Edit Profile To edit your profile, go to the far right corner of your screen. 1. Click on the three dotted lines on the far right corner of your screen. The screen displayed Figure 5 in would be displayed. 2. Click on Profile. 3. In 4. Figure 6 the profile interface would be displayed showing your details. Make changes to your details and click on Save. Figure 5

10 Make changes to your details and click on Save. Click on dashboard to go back to your dashboard. Figure 6

11 Section 1.4 Log Out To log out, go to the far right corner of your screen. 1. Click on the three dotted lines on the far right corner of your screen. The screen displayed in Error! Reference source not found. in would be displayed. 2. Click on Log Out. Figure 7

12 Section 2 Project Management The project management module would allow you to add projects, view projects, edit and delete projects. NOTE: You can view all projects by clicking on the All Projects button displayed on the menu list showing below the application. NOTE: You can add a new project by clicking on the New Project button displayed on the menu list showing below the application. Section Adding a new Project The add project allows you to add a new project to the system. The following steps can be followed to add a new project. 1. Click on New Project.

13 2. Enter the project details in the interface displayed as shown in Figure Click on Save to add the project. Figure 8 Section Edit Project The edit project enables users to edit a project. The following steps can be followed to edit a project. 1. Click on View Projects from the dashboard. 2. Hold (at least 5seconds) on the project you want to edit. The interface displayed in Figure 9 would show. 3. Click on Edit. The edit project interface would be displayed as shown in Figure Make changes to the project details and Click on Save to update the project details.

14 Figure 9

15 Figure 10

16 Section 2.3 Delete Project The delete project module enables you to delete a project from the system. The following steps can be followed to delete a project. 1. Click on View Projects from the dashboard. 2. Hold (at least 5seconds) on the project you want to delete. The interface displayed in Figure 9 would show. 3. Click on Delete. The verification interface would be displayed as shown in Figure Click on Yes to delete the project or No to return to the list of projects. Figure 11

17 Section View Projects To view all projects, Click on all projects from the dashboard. All the projects would be displayed as shown in Figure 12. NOTE: You can also view all projects by clicking on the All Projects button displayed on the menu list showing below the application.

18 Figure 12

19 Section 2.5 Record General Project Findings This feature allows users to record general findings for a project. The following steps can be followed to record findings for a project. 1. Click on View Projects from the dashboard. 2. Hold (at least 5seconds) the project you want to record findings for. The interface displayed in Figure 13 would show. 3. Click on Add Findings. The add findings interface would be displayed as shown in Figure 14. Figure 13

20 1. Click on for image 2. Click on for recordings 3. Click on for video 4. Click on record findings to enter text. 5. Click on a screen. 6. Click yes to save your findings. Figure 14 Section 2.6 Export Findings This feature allows you to export findings of your project. The following steps can be followed to export findings for a project. 1. Click on View Projects from the dashboard. 2. Hold (at least 5seconds) the project you want to export findings for. The interface displayed in Figure 15 would show. 3. Click on Export Findings. The interface displayed in Figure 16 would be displayed. 4. Click on save to files to save your findings.

21 Figure 15

22 Figure 16

23 Section 3 Record Findings The record finding feature allows you to record findings of a project. The following steps can be followed to record findings for a project. 1. Click on View Projects from the dashboard. 2. Click on a Project. The checklist for the project would be displayed as shown in Figure Click on a Checklist. All principles created for that checklist would be displayed. See Figure Click on a principle to view its indicators. 5. Click on an indicator and click on displayed on the far right corner of the screen. See Figure 19. Figure 17

24 Click on an indicator and click on screen. See Figure 19. displayed on the far right corner of the Figure 18 Click on displayed on the far right corner of the screen. The interface displayed in Figure 20 would be displayed.

25 Figure Click on for image 2. Click on for recordings 3. Click on for video 4. Click on for location. 5. Select a compliance. 6. Click on record findings to enter text. 7. Click on a screen. The interface displayed in Figure 21 would be displayed. Click yes to save your findings.

26 Figure 20 Click Yes to save your findings and No to go back to the record findings interface.

27 Figure 21

28 Section 4 Refresh To refresh, go to the far right corner of your screen. 1. Click on the three dotted lines on the far right corner of your screen. The screen displayed in Figure 22 would be displayed. 2. Click on Refresh. Figure 22

29 Section 5 Change Language To change language, go to the far right corner of your screen. 1. Click on the three dotted lines on the far right corner of your screen. The screen displayed Figure 23 would be displayed. 2. Click on Language. 3. Select the language you want to change to. Figure 23

30 Section 6 Data Synchronization To synchronize your data, Click on Data Sync. Figure 24 NOTE: You can synchronize your data by clicking on the Data Sync button displayed on the menu list showing below the application.

31 Section 7 View Checklist To view checklist, Click on View Checklist. Figure 25 NOTE: You can view checklist by clicking on the View Checklist button displayed on the menu list showing below the application.

32 Section 8 Add Team Member To add a member to the application, 1. Click on the Settings buttons from the menu list displaying below the application. After settings is clicked the interface displayed in Figure 26 would be displayed. 2. Click on the add button to add a team member. 3. The add member form would be displayed, Enter the details of the member. See Figure Click on the Save button to add the member or Click on Cancel to go back to the list of team members. Figure 26 NOTE: Click on Settings and the to add a new member to your project team.

33 Click on the Save button to add the team member or Click on Cancel to go back to the list of team members. Figure 27