Contents

• Contents
• About this Document
  • Who is this guide for
  • About the modules
• Mobile Ops Modules
  • Work
  • Waste
  • Inspect
  • Request
  • Lone
• Mobile Ops - Profile
  • Logging in and Viewing your Profile
• Mobile Ops - Work
  • Allocating Tasks via MobileOps
  • ‘Information’ Tab
  • ‘Time’ Tab
  • ‘Other’ Tab
  • ‘Charge’ Tab
  • ‘Task’ Tab
  • ‘Notes’ Tab
  • ‘Actions’ Tab
• Mobile Ops – Work: Option Menu
  •  Advanced search
  • Add Task
  • Optimise Route
  • View your Bookmarks
  • Filter and sort
  •  You can filter and sort the tasks, as previously mentioned.
  • Mobile Ops – Work: Calendar view
  • Mobile Ops – Work: Filter and sort
• Mobile Ops – Work: Offline Functionality
  • About Working Offline

About this Document

Who is this guide for

This guide is intended for operatives who use MobileOps to manage their work.

About the modules

MobileOps sends information to an operative's smartphone or tablet, allowing them to receive public reports and gather more on-site details. Operatives manage tasks, handle service requests, and conduct inspections.

To access MobileOps, download the app from Google PlayStore or Apple’s AppStore.

With MobileOps, operatives can:

• Automatically receive relevant reports
• Update and add information on site
• Take on additional work while in the field

This allows:

• Efficient work planning to minimize travel
• Elimination of report duplication (avoiding re-entry in the office)
• On-site information collection and system updates, including notifying the reporter

Internet connectivity is required, but some functions work offline, enabling operatives to record data and sync when back online.

Mobile Ops Modules

Work

When a task is assigned to a user, they can view all details including location, photos, and history. Users can update and complete the task as needed.

Waste

Users have access to collection tasks organized by round and can navigate routes turn by turn while updating collection tasks with relevant information.

Inspect

Users can make observations on assets, add notes and photos, and generate associated tasks through the inspection feature of the app.

Request

Users can submit new service requests, allowing them to report issues or request additional items.

Lone

Allows a User to set an alarm, check in and raise an alarm as necessary when working in a lone setting.

Mobile Ops - Profile

Logging in and Viewing your Profile

Install the MobileOps app on a smartphone or tablet with internet access. You will be met with the following Login Portal:

Log in using your Admin account. Once logged in, the ‘Home’ screen appears. Select the Profile icon at the bottom of the screen.

The Profile screen has three pages that you can scroll through by swiping left or right.

The initial page shows user details for the currently logged-in user. From here, a user do the following:

• Enable Dark Mode
• Use device settings
• Set mode to left or right
• Choose button size (Normal or Large)
• Log out

You can also view the installed app version.

Other pages offer settings for Lone Worker and Inspection, which are covered in other sections of the documentation.

Mobile Ops - Work

Viewing and updating work

When a task is assigned to a user, they can view all details including location, photos, and history. Users can update and complete the task as necessary.

In the work list, a user can view all tasks assigned to them. If the user is an owner or contributor of a task, it will appear in the work list.

A user can swipe left or right to view tasks from different time periods, such as next week, last month, today, tomorrow, etc.

Each task can be expanded. When expanded, the user can view task details and add more information or actions to the task.

At the top of the screen, there are several options:

1. The first button offers ‘Advanced search’, ‘Add task’, ‘Optimise route’, ‘View bookmarks’, and ‘Filter and sort’.
2. The second button filters tasks.
3. The third button displays a calendar view for tasks.
4. The last button shows tasks on a map.

Allocating Tasks via MobileOps

• Allocated – This select the owner 
• Unallocated – This will display tasks which do not have an owner 
• All – This will display both Allocated and Unallocated 

When a task is selected, you will be met with information from the tabs described below.

‘Information’ Tab

The information tab displays information including the task ID, status, type, subject, action, description, and priority.

A user can change the task priority by clicking on it.

If a task is linked to an asset, the asset will appear within the task information.

‘Time’ Tab

The time tab displays you can the planned and scheduled start and end time of a task. 

A user can also update the actual start and end time of the task and update any travel time.

‘Other’ Tab

The other tab displays the task location.

If there are attachments related to the task, they will appear in this section under 'images and documents'.

Any contacts associated with the task will be listed under 'people'.

Additionally, the user can view associated task forms and add new ones by clicking on the hyperlink.

‘Charge’ Tab

The charge tab shows charges added to a task.

The user can add a charge here, via the ‘Action’ tab or the desktop UI.

‘Task’ Tab

The task tab displays any subtasks and allows for the completion of any checklist associated with that task.

‘Notes’ Tab

The notes tab shows any notes added to a task. The user can add a note using the hyperlink or through the actions tab.

‘Actions’ Tab

The action tab allows a user to complete a variety of actions, listed below:

Add

• Note – add a note
• Sub task – add a sub task
• Photo – take a photo or add from a library
• Form – add a task form to the task
• Bill – add a charge
• Signature – add a signature
• Email – send an email from the task; this will send from the default email account set on the user's device

Update

• Status - update the status of the task
• Priority - update the priority of the task
• Progress - update the progress of the task
• Owner - update the owner of the task

View

• History – view all actions undertaken on the task
• Risk – view any risk information recorded against the task
• Information – view any Service Request information if associated with the task
• Knowledge – ability to search within the Knowledge centre for further information

Mobile Ops – Work: Option Menu

Below describes the following options available in this menu:

 Advanced search

• Status – Select by status
• Task Type – select by Task Type
• Date – a date or date range can be specified
• Allocation – if a task is allocated or not allocated

Add Task

Optimise Route

• Tasks can be selected and optimised
• The starting position will be taken at point of optimisation from a GPS position on the device.
• Tasks will be listed in optimum driving route based on distance.
• Only tasks with a location are selectable here.
• The device must allow access to ‘location’ through settings for MobileOps.

View your Bookmarks

• Lists all bookmarked tasks

Filter and sort

•  You can filter and sort the tasks, as previously mentioned.

Mobile Ops – Work: Calendar view

Tasks can be viewed using a calendar view, as shown below:

Mobile Ops – Work: Filter and sort

Our ‘Filter and sort’ feature allows users to filter and sort by date, status, priority and type:

Mobile Ops – Work: Offline Functionality

About Working Offline

MobileOps app supports offline data synchronization for Tasks enabling users to use the app without network access.

The following steps need to be followed for a user to work offline:

• The task list must be retrieved within ‘Work’ with network connectivity.
• A user can then undertake the following operations once in offline mode
  1. Add notes
  2. Add charges
  3. Add/update priority
  4. Add sub-tasks
  5. Add photos
  6. Add task forms
  7. Update status           
  8. Update checklist
  9. Update time
     
     
• Tasks can be updated while offline.
• When network connectivity is restored, the user will receive an alert to sync the data. The user can select individual tasks to sync or click Sync All on the top-right corner to sync all data with the system.