MobileOps - Access Role Configuration Guide

Created by Ben Hayes, Modified on Thu, 16 Apr at 3:21 PM by Ben Hayes

Introduction

About this guide

This guide is intended for council staff who are using administrator access roles for Users.

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 can manage tasks, handle service requests, and conduct inspections.

To access MobileOps, Users will need to be given additional permissions enabling specific modules and features.

Once the application is created, assign the appropriate access role to the appropriate users and groups.

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 – User Access

Managing User Roles and Permissions

To give an Access Role the ability to use MobileOps, go to Go to the Administration module, then click on ‘Access Control’.

Next, select the access role that you want to enable MobileOps access on. Here, I will click on ‘MobileOps’

Main

In this menu, scroll down until you see the ‘MobileOps’ region within the access role. Enable the check boxes as required in accordance to the table below.

Permission	Main Page
Inspect assets by site, route, category or types	‘Inspect’
Complete your daily tasks and requests for service	‘Work’
Submit new service requests	‘Request’
Collect refuse, recycling and gardening waste by round	‘Waste’
Enable virtual tracking, monitoring and alerting	Enables user tracking

These features will display upon login on MobileOps. For example, if Work, Waste, Inspect and Request are selected, the menu will look like this for users with this access role selected:

Further

Below this, you can select some additional features that can help Mobile Workers. This is under the ‘Further’ region. The table underneath the following images describe each function:

Permission	‘Module’
Enforce fixed penalty notices and fines	Enforce
Manage cases, contribute and complete	Case
Quickly complete and update tasks	Express
Manage or check in bookings	Booking
Manage and update Service Requests	Service
Check your teams location and lone	Monitor
Manage your site, assets and owners	Asset
Search permit by reference	Contract

If enabled, the user can access these features via the ‘Further, Data, Information’ menu that appears underneath the Main features:

Data

Below the Further region, data related functions can be found and enabled. These include:

People – Users can search for an account via name, phone number, postcode or email. Users can also create a new customer account here.
Assets – This provides a list of assets, with search filters available.
Organisation – Here, users can search for organisations or create one.

Adding these will allow these features to show for the user under the ‘Further, Data, Information’ menu.

General

The next region down, ‘General’ allows for some miscellaneous features to be enabled for the access role. This includes the ‘chat’ function, and the ‘news’ function, shown at the bottom tab on every menu.

Checks

Lastly, the ‘Checks’ feature can be enabled, which enables pre and post check forms and check lists for the user.