Differences

This shows you the differences between two versions of the page.

--- call2field_mobile [2021/08/17 09:48] – [Adding Field Report] gareth
+++ call2field_mobile [2021/08/24 08:19] (current) – external edit 127.0.0.1
@@ Line 3: / Line 3: @@
 Call2Field Mobile is the [[Employee|Engineer]] portal for Call2Field. It Acts as a minimalist version of the regular version of Call2Field, in Mobile you have access to the call, Call diary  and Call add sections.\\
+**Requirements**
+\\
+Call2Field Mobile will run on almost any device which runs a HTML 5 compatible web browser.
+Please see the [[Recommended System Requirements]] for more details
+You will need an SSL Certificate and Domain name, but this should be handled during your Installation stage.
 ----
-==== Mobile Log In ====
-To log into Call2Field Mobile, go to the link which will have been sent through by your office team. This will be the external DNS, for example:
+==== Log In ====
-‘https://remote.example.com/Call2FieldMobile’.
+To log into Call2Field Mobile, go to your URL (e.g. https://remote.example.com/call2fieldmobile)
 {{ :mobile_login_screen.png?600 |}}
@@ Line 105: / Line 110: @@
 ----
-==== Calls ====
+===== Call Tabs =====
 The Calls screen is where all of the active Calls are kept within Call2Field Mobile. Click the Calls icon from the Dashboard, or use the menu dropdown to load this screen.
@@ Line 113: / Line 118: @@
 ----
-**All Calls**
+==== All Calls ====
 The All Calls tab shows a list of all of the jobs assigned to you, regardless of Status.
@@ Line 120: / Line 126: @@
 {{ :mobile_all_calls_screen.png?600 |}}
-----
-**OPEN Calls**
+==== OPEN Calls ====
 The Open Calls tab shows a list of all jobs assigned to you, which have not been started or received yet. These Calls are not available offline yet, as they will need to be Received in order to save them to the device.
@@ Line 130: / Line 135: @@
 Tick the boxes to the left of any Calls you wish to Receive, and then click ‘Receive Calls’ at the bottom of the list (this button will only appear once you’ve ticked at least one box).
-----
-**RECD Calls**
+==== RECD Calls ====
 The Received Calls tab shows a list of all Calls which you have marked as Received. It is recommended that any Calls which you wish to work on that day are received either first thing in the morning, or the night before to make sure that the most up to date version of that Call is saved to your device.
@@ Line 142: / Line 146: @@
 Click the blue ‘Arrive’ button to set your arrival time for that Call.
-----
-**COMP Calls**
+==== COMP Calls ====
 The Completed Calls tab shows a list of all Calls assigned to you which have been completed in the past 30 days. These stay on here for easy access if you need to check a job that you’ve recently finished. After the 30 days, these Calls can still be found in the Call Finder.
@@ Line 154: / Line 157: @@
 These Calls are only visible when in Online mode.
-----
-**Diary View**
+==== Diary ====
 The Diary view is designed to allow you to see your jobs in a calendar style view rather than just in a list. You can view this in Month, Week, Day, or an appointment style List view.
@@ Line 169: / Line 171: @@
 ----
-** Call**
+===== Call =====
+==== Call Overview ====
 When you click on the Call you wish to view, you’ll see all of the information relating to that Call on screen. You will see different blue buttons at the top depending on if you are Online or Offline.
   * The ‘Add Field Report’ button also appears at the bottom of the screen. Click this when you are ready to add your Field Report (e.g. the job report of what you have done on this visit).
@@ Line 184: / Line 187: @@
 ----
-**Equipment**
+====Equipment====
 The Equipment section will show any Equipment listed against this Call. This is followed by the Call Notes section which will show existing Notes, as well as allow you to add your own Call Notes without adding a whole Field Report.
@@ Line 291: / Line 294: @@
 {{ :mobile_upload_call.png?600 |}}
+To upload Calls, go Online and then click the ‘Upload’ option at the top of the screen. This Upload option will have a number next to it which indicates how many offline records are saved to the device.
+This could include not only Calls that you’ve completed Field Reports for, but also any Calls that you’ve Received will show up here.
+{{ :mobile_offline_data.png?600 |}}
+There will be three options for each Call – Upload, Edit or Delete:
+  *  Click Upload to send the Call back to the main server. If you flagged this Call for Attachments, an attachment section will open up for you to attach the files.
+  * Click Edit if you wish to make final changes to the data
+  * Click Delete if you wish to remove this data from your device without sending it back to the server – this deletes the data completely and is not reversible.
+----
+==== Attachments ====
+Attachments can be added either at the point of creating the Field Report if you are Online, or at the point of uploading the Call if you were Offline at the time.
+Both methods work the same – click the ‘add Attachment’ option and you can then choose files from your device. This menu will look different depending on the device you are using, for example on a Windows PC you’ll get the File Explorer, whereas on an Android device you’ll get the ‘Camera Roll’ or ‘Files’ options.
+{{ :mobile_choosing_attachment.png?600 |}}
+Choose your attachment, give it a description and then click Save. You can repeat this for as many attachments as you need.
+----
+==== Call Finder ====
+The Call Finder is used as a way to find and view existing and historic Calls. If the Call is currently assigned to you, you can see it in your Call List and therefore won’t need to use the Call Finder to see it. The ‘History’ button at the top of a Call will also load the Call Finder.
+Call Finder uses live data from the server and therefore you must be Online to use it.
+{{ :mobile_call_finder_search.png?600 |}}
+You can search either by Site or Equipment by clicking on the grey search button for the record type you wish to search for, or alternately you could put in a Call Number, date ranges etc.
+The Search screens will allow you to type in the search bar to filter by any part of the record shown. Click the tick to the left of the record you wish to return to the main page.
+{{ :mobile_site_finder.png?600 |}}
+Click Find Call when you wish to return your results. From here you can click on the Call Number of the Call you wish to view, and it’ll open up in the Call screen.
+{{ :mobile_search_criteria.png?600 |}}
+----
+==== Add Call ====
+Call2Field Mobile gives you the ability to create a Call whilst in Online Mode. To do this, go onto the Add Call screen.
+Choose the Site you wish to add – you can click the grey Site button to open the Site search screen. You could also do this on the Serial button to search by Equipment if you wish.
+Once you‘ve loaded the Site, fill in the Equipment, Call Type, Problem, Notes and any other field that you wish to fill in and click Save Call to save this Call into the system. You can also click Clear Call if you wish to start again.
+{{ :mobile_call_add.png?600 |}}
+By default this will choose and assign the Call to you, but you can change this on the Engineer field if necessary.
+----
+==== Time Entry ====
+The Time Entry screen allows you to start and stop a timer, optionally adding Mileage and Notes as well. This can then be used to log total working time for the day outside of individual jobs.
+Only one timer can run at once, therefore it needs to be stopped before it can be started again.
+{{ :mobile_time_entry.png?600 |}}
+It will also show the latest 5 entries at the top of the screen whilst you are Online.
+Like Calls, Time Entry records can be used Offline and are stored in the Offline Data section to be uploaded at a later time.
+{{ :add_call_from_site.png?600 |}}
+Unlike Calls, there isn’t a Modify option for Time Entry – just Upload or Delete.
+----
+==== Your Location ====
+The Location screen on Call2Field Mobile will show you the co-ordinates of where you currently are, providing you have enough of a signal for it to pinpoint you.
+{{ :mobile_location_info.png?400 |}}
+You can click to view your location on Google Maps in a new tab.
+There is no real need to view this page, it is purely for information in the background and has no impact on your Calls.