Report Exec Mobile. Configuring Mobile

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1 Report Exec Mobile Report Exec Mobile is a mobile application that allows officers to track daily events and issue citations from the field. The application is supported on both Android and ios devices and is designed to allow officers to be both functional and efficient while they are out in the field. Configuring Mobile Once Report Exec Mobile has been successfully installed on a mobile device and the application has been launched, users will see the first time launch screen, as shown below. After selecting Yes on the first screen, users must input the URL that they use to access their Enterprise/Direct site within the text field; for example,

2 Once the URL has been entered, the application will verify that it is correct. If the URL was successfully validated users will then be brought to the log in screen. Note: Users log into Report Exec Mobile with the same username and password that they use to access Enterprise or Direct. Mobile Dashboard After the user logs into the application, they will be brought to the Dashboard screen. From the Dashboard, users have the option to access either the Citation or the Daily Event modules. Within each module, users will have the options to either create or search Citations and Daily Events. In order to access either module, users must first tap on the module header; the module header will then expand the list of available options. Once the list of available options is expanded, users can then tap on the desired action. Note: Case Reports module coming soon. Citation The Citation module in Report Exec Mobile allows officers to create, issue, and track Citations while out in the field, giving them more flexibility and ease of use. Creating Citations In order to create a Citation, users must first expand the Citation section on the dashboard and tap on the Create New Citation option. Upon selecting to create a new Citation, users will be asked to select a group.

3 Note: Users will only be able to select groups that they have permission to create Citations for. Groups that users cannot create Citations for will not appear in the list. After selecting a group and tapping the continue button, the Citation will be created and users will be brought to the Citation Main page. Editing Citations Main Info The first page users are brought to upon creating or opening a Citation is the Main Info page. This page is broken up into four sections that hold different pieces of information; the sections are: General, Citation, Violations, and Additional Info. The General section holds information such as the Group, Reference Number, Logged in Officer, and Issuing Officer. The group that the Citation is in can be changed by simply tapping on the name of the group that is displayed. Upon tapping on the group name, users will be brought to a page with all available groups. Note: This section also appears on the Contact and Vehicle list pages.

4 The Citation section contains the basic information of the Citation. There are only three fields housed in this section and those are Citation Type, Date and Time, and Disposition. Within the Violations section users can find all the information fields related to the violation of the Citation. In order to add a violation to the Citation, users must tap within the field that says -Select-. Once tapped, users will then be brought to a page that displays the violation tree. Tapping on any of the violations within the tree will return users to the Citation Main page and will display the violation within the field that previously said -Select-. Note: In order to fully add the selected violation to the Citation, the Add button must be pressed after selecting the desired violation. Selecting locations functions the same way except without having to tap Add.

5 The Additional Info section is where officers can set the payment due date and if there is a mandatory court appearance. These functions can be done by setting the corresponding switch to be active and then picking a date if necessary. Note: Information is not committed to the server until either the Save or Save and Add New button is tapped and the Citation Saved prompt appears. Other tabs can be accessed by navigating on the tab strip that can be found at either the top or bottom of the screen depending on the device being used. Contact List The Contact List tab displays any contacts that are associated to the Citation. The list can be sorted by contact s name, contact type, or date of birth by tapping the corresponding header at the top of the list. Existing contacts can be opened and edited by tapping on their name in the list, or new contacts can be created by tapping the Add Contact button. Once users are brought to the Add Contact page, they can then begin to enter information and then save the contact to the Citation.

6 Vehicle List The Vehicle List tab displays any vehicles that have been associated with the Citation. This list can be sorted by plate number, state, type, and vehicle color. Vehicles that have been associated to the Citation can be edited by tapping on them within the list. New vehicles can be added to the Citation by either tapping the Add Vehicle button or by scanning the barcode of a permit that the Vehicle is associated with. Tapping the Add Vehicle button will bring users to a blank vehicle entry page that will allow them to add brand new vehicles or to search for existing ones based off of the Plate Number and VIN fields. Scanning the barcode of a permit will show users a list of all vehicles within the system associated to that permit, so users can then choose which vehicle, if there is more than one, to attach to the Citation. The chosen vehicle s information will then be loaded into the Citation. Note: It is recommended that a 5 megapixel camera or better is used to capture barcodes. Narrative Narratives for the Citation may be entered on the Narrative tab; versioning can be enabled and disabled via the Enterprise Admin site. Note: In order to assure the Narrative gets saved to the Citation, users should first tap the Save button at the bottom of the Narrative page, then proceed to save the entire Citation.

7 Digital Media On the Digital Media tab, users may view all associated media to the Citation as well as associate new media. In order to add new media users must tap the Add Digital Media button located at the top of the list. After tapping the button, users will be brought to the Add Digital Media page. Users may either search their device for media by tapping Select Photo or capture a new image as media by tapping Take Photo. Once media is saved to the Citation, it can be edited by selecting it from the list of associated items. Media can be overwritten on the edit page by simply selecting or capturing another image. Note: Video and audio recordings are currently not supported; only image files can be attached and viewed through the mobile application. Print Once the Citation has been filled out, users can then go to the Print tab and print out the Citation for issuance. Upon switching to the Print tab, users will be prompted to save the Citation; a save must take place before users are able to print. If the user does not have the required information for a save or declines the save, they will be brought back to the Main Info tab. After successfully saving the Citation, users will then be brought to the Print Preview page. Users can review the information that will be printed as well as change the violator and vehicle that will appear on the printed ticket.

8 Note: The buttons to change the violator and vehicle only become active when the corresponding entity has more than one entry. Once the user is ready to print, they must then tap the Select Printer button found at the bottom of the Print Preview page. This will bring the user to a list with the Bluetooth printers they are currently paired with. Note: The only two printers that are currently supported are the imz320 and imz220 from the Zebra Printers imz series: Once the user selects a printer to use, they will be brought back to the Print Preview page and the Select Printer button will now just say Print; tapping that button will then print out the Citation to the Bluetooth printer. Searching Citations Search Citations by tapping on the Search Citation option from the application dashboard. After tapping the button, users will be brought to the search results screen; by default, the application will show all Citations created by the current user within the past twenty-four hours.

9 From this page, users can either refine their search by typing in a Citation Number to the appropriate search field or open up an existing Citation by tapping on the item within the results list. Users can further filter their search results by going to the Search Options page. This page is accessed by tapping the Search Options button on the search results screen. The Search Options screen gives users more in depth filter options for their Citation Search results. From this page, users can search by: Group, Citation Number, Location, Officer, Quick Date, and Start/End times. Once the user has chosen their desired filters, the search can be initiated by tapping the Go Search button.

10 Daily Event The Daily Event module allows users to create, edit, and search daily events while out in the field, helping users to maintain more accurate records and keep an active log of activities completed during a shift. Creating Daily Events Creating a Daily Event can be accomplished by tapping the Create New Daily Event button found on the dashboard. Once the button has been selected, users will be asked to select the group for the Daily Event. Note: Users will only be able to select groups in which they have permission to create Daily Events. Groups in which they lack the necessary permission will not show up on the list of Groups. Once the group has been selected, the Daily Event will be created and the user will arrive at the Daily Event Main page. Editing Daily Events Main Info Once the Daily Event has been loaded, users will be brought to the Daily Event Main page. This page holds majority of the fields and functionality found within Daily Events. There are several sections on this page that are used to enter the information for the event. The sections are as follows: General, Daily Event, Date and Time, Location, and Notes.

11 The General section acts as the header for the page and displays the basic information associated with the event. Here users can see the Group, Reference Number of any attached Case Reports, Logged in Officer, and the Creating Officer. Note: In order to change the group, a user must tap on the current group name. The Daily Event section is where users can select the Event Type as well as add/view backup officers. To add backup officers, tap the Add button. To view currently associated backup officers, simply tap the View List button. If a user chooses to add a backup officer, they will be brought to a list of available officers. While on this page, users can narrow down the list by typing in the Search Backup Officer field as well as altering the date and time that the officer will have associated to them. In order to change the officer s date and time, the Different Time switch must be enabled. Once the desired officer has been selected and their time has been adjusted accordingly, the entry can be committed by tapping the Add Officer button. Backup Officer s dates and times can be changed after they have been added by viewing the list of existing backup Officers, choosing the desired entry, and adjusting accordingly.

12 Following the Daily Event Section is Date and Time. This is where users can alter the start and end times of the event. This section, like Enterprise, features both Start and Stop time buttons in order to grab the current time for that field as well as a Quick Time option. Below the Date and Time section are the Location and Notes sections. This is where the remainder of the Daily Event information can be filled in. Locations can be selected by tapping on the Select field and then finding the desired location within the tree view menu. Note: Specific Location fields do not appear until after a General Location is selected from the tree view. Notes can be added to the event by either selecting an existing Quick Note from the dropdown or by typing within the Editor field. Once the entire event has been filled out, users can then save using the buttons at the bottom of the page.

13 Searching Daily Events Searching for Daily Events is accomplished by tapping on the Search for Daily Events button on the dashboard. Upon tapping the button, users will be brought to the results page and shown all Daily Events from that user within the past twenty-four hours. On this screen, users can refine their search by selecting a Quick Date or a Start/End time. Search results can be further refined by tapping on the Search Options button. This will display a screen that gives users the option to sort by: Group, Daily Event Type, Location, Officer, Quick Date, and Start/End time. Once the desired filters have been put in place, the search can be initiated by tapping the Go Search button. Users can open and edit existing Daily Events simply by tapping on them within the results list.

14 Summary Report Exec Mobile allows users to create and track Citations/Daily Events with ease from the field. This gives officers a much more convenient way to issue Citations while out in the field as well as keeping more accurate records of their events. With the convenience comes a greater sense of flexibility and ease of use for users that need to enter information from the field.