Advanced Wireless Forms for Apple User Guide. Release

Transcription

1 Advanced Wireless Forms for Apple User Guide Release

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3 Introduction About Advanced Wireless Forms About Advanced Wireless Forms Actsoft Advanced Wireless Forms User Guide March 22, 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 Apple Release should be used with the Apple iphone or ipad only. Release March 22, 2013 i

4 Advanced Wireless Forms Apple User Guide 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: Phone: Fax: Mail: mailto:support@comettracker.com Actsoft, Inc N. Dale Mabry Hwy., Ste. 100 Tampa, FL For training on the Actsoft product suite, contact: Scheduling: ; 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. ii Actsoft, Inc. Rev

5 Introduction About Advanced Wireless Forms 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 Application Requirements Web browser installed on the device Operating system: Minimum 4.x Unlimited data, or applicable service plan Management application (either of the following): o Comet Tracker o Comet EZ Please contact Actsoft Technical Support about additional requirements for your handset software version and/or handset model. Release March 22, 2013 iii

6 Advanced Wireless Forms for Apple User Guide What s New in this Guide AWF for Apple Release features the following enhancements: Enhanced Support AWF now supports Apple iphone 5 and ios 6. Symbols Used Frequently in this Document Type Important Note What it Means: Warning action may adversely affect application or handset performance iv Actsoft, Inc. Rev

7 Introduction Contents Contents About Advanced Wireless Forms...i Installing Advanced Wireless Forms...7 Setting Up AWF...9 Preventing handset modifications Suspending and Returning to AWF Advanced Forms Screen Elements and Field Behavior Sample Service Call Workflow Signature and Image Capture Working with Archived Forms Barcode Scanning Working with Messages Push Alerts Viewing Handset Data History Filtering Records Index Release March 22, 2013 v

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9 Setup 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. Release March 22,

10 Advanced Wireless Forms for Apple User Guide 5. If you have a user account already, you can launch AWF. Enter the Account and User number, and choose Log In to continue. 8 Actsoft, Inc. Rev

11 Setup 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. A splash screen displays, with three (3) options for starting: Take a Tour You will be logged in to the AWF demo account 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 Take a Tour and Sign Up options no longer display. 2. If you choose to log in with your Account and User number, the Log In screen displays: Release March 22,

12 Advanced Wireless Forms for Apple User Guide 3. Enter the Account and User Number, and choose Log In. 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 system administrator. Preventing handset modifications You can prevent users from making the following modifications to the handset: deleting the AWF application disabling location settings AWF Application 1. In the Apple Settings, choose General > Restrictions > Enable Restrictions. 2. In the Allow section, switch Deleting Apps to Off. Now, AWF cannot be deleted from the handset. Location Settings 1. In the Apple Settings, choose General > Restrictions > Enable Restrictions. 2. Create a password, if necessary. 3. Verify that Location Services is set to On. 10 Actsoft, Inc. Rev

13 Setup 4. Choose Don t Allow Changes. Now, any further changes will require the password. 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. Release March 22,

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15 Using the Application Advanced Forms Advanced forms allow companies to customize new forms, or recreate paper forms for completion on the handset. You can 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 In Forms Designer, your administrator creates forms that include various screen elements, such as buttons, drop-down lists and checkboxes. A main form is created, and then decision field sections are added based on the data to be gathered. Repeatable forms are also created to list multiple items of the same type. Screen Elements and Field Behavior Drop-down lists Arrows next to a field indicate available data choices. If configured, you can select multiple values, or add unique values. Decision fields Fields requiring you to make a decision after you enter data are shaded. Drop-down list Searching Enter search criteria in the text field at the top of the drop-down list to search through list values. If the field is editable, you can add a unique value and choose (+) when you are finished. Added values stay at the top of the list unless deleted, changed in the Forms Designer or if login information is changed. Calculation fields - Calculation fields are based on formulas that calculate data entered into the form. For example, the Tax field below contains a mathematical Release March 22,

16 Advanced Wireless Forms for Apple User Guide formula that divides the Sub Total field by Calculation fields can save time and increase the accuracy of simple or complex operations. Perform calculations such as addition, subtraction, multiplication and division. Calculations can only be performed using currency, numeric and some repeatable fields. Repeatable fields Repeatable fields can be also used for calculations such as count, sum and averaging. They feature the multiple page icon for easy recognition. Asterisks and Icons Fields with asterisks fields display a camera icon. are required, and camera-activated Hidden Data Input fields If your system administrator has configured it, entries in selected form fields will be replaced with security dots as you type. Additionally, security dots will display in the form preview. Hidden data input capability can be found in text, numeric, calculations, currency, odometer, camera, drawing and signature fields. Phone Number fields If configured, phone number fields can automatically format based on US or International format. United States phone numbers must contain an area code before the associated form can be submitted. 14 Actsoft, Inc. Rev

17 Using the Application Multi-select drop-downs If it is configured in the Forms Designer, you can choose multiple values in a field. To delete a drop-down list value, press and hold the value, and then confirm the action. Drawing fields A blank canvas is available for you to create graphics to include with your forms. You can draw, enter text, crop and change the orientation of your creations within the form. Choose the Drawing icon: fields Search and select one or more addresses from the handset contact list. You can also enter a unique address. As you enter a new address, the text will be red until it conforms to normal protocol, and then change to green when it is acceptable. Click the plus (+) to add the address to the contact list. The following scenario illustrates how advanced forms can be used. Release March 22,

18 Advanced Wireless Forms for Apple User Guide Below is the process flow of the preceding scenario. Sample Service Call Workflow Legend Conditional Section: Non-Conditional Data/Action: Repeatable Fields: Start Customer Name Under Warranty Estimate Performed Yes No Description of Work End Svc Call Estimated Cost Customer Accept Estimate Yes No Perform Work End Svc Call A A Parts Used Job Completed Yes End Svc Call Parts Needed Parts Used Pt No Pt Name No Reason Pt No. Pt Name Escalation 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. 16 Actsoft, Inc. Rev

19 Using the Application 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. Release March 22,

20 Advanced Wireless Forms for Apple User Guide Conditional section 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. 18 Actsoft, Inc. Rev

21 Using the Application 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. Repeatable form 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. Release March 22,

22 Advanced Wireless Forms for Apple User Guide 6. Add more information about the part type(s) used on the repeatable screens that follow, and choose Done. 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. 20 Actsoft, Inc. Rev

23 Using the Application 8. Enter the reason for the job status, and continue 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. Release March 22,

24 Advanced Wireless Forms for Apple User Guide 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. 22 Actsoft, Inc. Rev

25 Using the Application 12. On the confirmation dialog, choose Submit, or at the bottom of the screen, choose Archive Form to complete the form later. 13. Or, choose Archive and Submit to submit the completed form, and archive a copy to be reused later. Additionally, you can preview the form before you send it. On the confirmation dialog, choose Preview. Your completed form displays for review. Release March 22,

26 Advanced Wireless Forms for Apple User Guide 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. Working with Archived Forms Archived forms can now be renamed either upon saving or from the Archive list. 1. To set the rename option, first in the Apple Settings, select AWF from the Apps list. 2. Set Prompt for Archive Name to On. 3. Now, when Archive or Archive and Submit are selected, a prompt containing the current form name will display with a blinking cursor in the Name field. renamed: 4. Select Archive. The new form name displays in the Archive Form Selection screen. You can also rename a form from the Archive list: 24 Actsoft, Inc. Rev

27 Using the Application 5. Select the Edit button from the top of the screen. A dialog message will display, and all form names change to a bold blue typeface. 6. Choose a form from the list, and change the name. 7. Select Done on the keyboard. 8. Choose OK on the confirmation dialog. 9. The new name displays at the top of the form when you reopen it. Note that the form is renamed on the handset only. The original name is retained in the desktop or web application. 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. Release March 22,

28 Advanced Wireless Forms for Apple User Guide 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. 3. Choose the Messages icon. Current messages in your Inbox will display. Choose Refresh messages. to display new 4. Choose a message to review. 5. Review the message. When the message is opened, a Read receipt message is returned to the sender. 26 Actsoft, Inc. Rev

29 Using the Application 6. 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 Selection. 7. Type a response and choose Send. 8. 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. Release March 22,

30 Advanced Wireless Forms for Apple User Guide 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 Handset Data History Choose History to verify the status of data transmitted from the handset. When 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 next to the record, as shown below. 28 Actsoft, Inc. Rev

31 Using the Application If the device is unable to send the data, the Sent timestamp is blank and a yellow circle displays next to the record. You can also review any form type that has been completed and submitted. Forms associated with actions, such as Clock In forms, are also available for review. Reviewable forms are displayed in blue. Note that submitted forms can be reviewed only they cannot be modified. Filtering Records You can set a filter to display only specific record types, choose 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 reenabled, previously-added records will display. 3. Select Ok. If you opt to hide history records, they continue to be stored and are available when History is re-enabled. Release March 22,

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33 Index Index Advanced forms, 13 field behavior, 13 screen elements, 13 Alerts push, 28 Application requirements, iii Archived forms, 24 AWF installation, 7 setup, 9 Barcode scanning, 25 Capturing signatures, 24 Conditional sections, 17 Data record history, 28 Filtering messages, 29 records, 29 Forms advanced, 13 archived, 13 Handset requirements, iii History, 28 data record, 28 Installing AWF, 7 Messages filtering, 29 history, 28 sending and receiving, 26 Messaging, 26 New features, iv Push alerts, 28 Renaming archived forms, 24 Returning from suspended status, 11 Scanning barcode, 25 Screen elements asterisks and icons, 14 auto-formatted phone fields, 14 calculation fields, 13 decision fields, 13 deleting a drop-down list value, 15 drawing fields, 15 drop-down lists, 13 fields, 15 hidden data input fields, 14 repeatable fields, 14 searching a drop-down list, 13 Setup, 9 Signature capture, 24 Supported devices, i handsets, i Suspending AWF, 11 Technical support and training, ii What s new, iv history form review, iv Working with messages, 26 Release March 22,

34 2013 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.