call2field_mobile
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| call2field_mobile [2021/08/24 08:15] – [Call Tabs] darryl | call2field_mobile [2021/08/24 08:19] (current) – external edit 127.0.0.1 | ||
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| - | ===== 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. | 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. | ||
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| - | ==== Call Tabs ==== | ||
| - | **All Calls** | + | ==== All Calls ==== |
| The All Calls tab shows a list of all of the jobs assigned to you, regardless of Status. | The All Calls tab shows a list of all of the jobs assigned to you, regardless of Status. | ||
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| - | **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. | 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. | ||
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| - | **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. | 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. | ||
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| - | **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. | 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. | ||
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| - | **Diary** | + | ==== 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. | 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. | ||
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| - | ==== 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. | 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). | * 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). | ||
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| - | **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. | 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. | ||
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