advertisement
Android User Guide for Release 2.1
Introduction About AWF
About AWF
Actsoft AWF User Guide
December 7, 2012 ©2012 Actsoft, Inc. All rights reserved
.
Actsoft Confidential and Proprietary
This document contains proprietary information subject to a non-disclosure agreement and is not to be released without prior written authorization from Actsoft, Inc. AWF, mComet, Comet Tracker and the Comet Tracker logo are trademarks of Actsoft, Inc.
Android and related trademarks, names and logos are the property of Google and are registered and/or used in the U.S. and countries around the world.
Sprint and the Sprint logo are registered trademarks of Sprint.
Copyright Notice
Copyright laws of the United States of America and other countries protect the material contained in this document. It may not be reproduced, distributed, or altered in any fashion by any entity without the express written permission of Actsoft, Inc.
Statement of Accuracy
Every effort has been made to ensure that the information in this document is complete and accurate at the time of printing. However, the information in this document is subject to change without notice.
Supported Devices
Handsets
AWF for Android™ Release 2.1 can be used with the following Android devices:
Galaxy Tab HTC Hero HTC View 4G
Motorola Atrix 2
Motorola Droid 2
Samsung Gem
Motorola Admiral
Motorola Droid X
Motorola Droid A855 Motorola i1 Opus One
Motorola Backflip
Sanyo Zio
Samsung Mesmerize Dell Streak 5
Motorola XOOM
Samsung Captivate
Release 2.1 December 7, 2012 i
ii
AWF™ for Android User Guide
Handset Functionality
Instructions in this document are intended to be independent of any particular device, make or model. As such, only the software interface will be shown in most instances. Please see your device user manual for specific instructions on button placement and other features.
Document Ordering
To order a copy of this or any other document in the Actsoft documentation suite, contact your sales representative. Documentation will be supplied to clients of Actsoft, Inc. only.
Technical Support and Training
For technical support, contact Actsoft:
Email: mailto:[email protected]
Phone:
Fax:
813.936.1511
813.600.4539
Mail: Actsoft, Inc.
10006 N. Dale Mabry Hwy., Ste. 100
Tampa, FL 33618
For training on the Actsoft product suite, contact:
Scheduling: 813.936.2331; then select menu option 3
Application Requirements
• SD Card (required for downloading AWF and image/signature capture)
• Web browser installed on the Android device
• Operating system: Minimum - 2.1
• ZXing Team Barcode scanner software installed on the device (required for barcode scanning)
• Unlimited Data Service Plan
• Management application (either of the following): o
Comet Tracker installed on a workstation
o
Comet EZ
Contact Actsoft Technical Support about additional requirements for your handset software version and/or handset model.
Actsoft, Inc.
www.actsoft.com
Rev. 3.0
Introduction About AWF
What’s New in this Guide
AWF Release 2.1 features the following enhancement(s):
Hidden Data Input Fields –
If your system administrator has configured it, entries in selected form fields will be replaced with security dots as you type. Additionally, security dots will display in the form preview.
Repeatable Form Limit –
System administrators can now limit the number of repeatable forms allowed in a single form.
When you reach the limit, a dialog will display, and the More option will no longer be available.
Auto-Formatted Phone Number Field –
If configured, phone number fields can automatically format based on US or International format. United States phone numbers must contain an area code before the associated form can be submitted.
Drawing Fields –
A blank canvas is available for you to create graphics to include with your forms. You can draw, enter text, crop and change the orientation of your creations within the form.
Revision History
1.0
2.0
3.0
Version Date
January 1, 2009
April 21, 2009
Manual redesign
Manual redesign
February 22, 2010 Manual restructure
Comments
Symbols Used Frequently in this Document
Type What it Means:
Important Note
Warning – action may adversely affect application or device performance
Release 2.1 December 7, 2012 iii
Introduction Contents
Contents
Index ....................................................................................................................................................................... 21
Release 2.1 December 7, 2012 v
Installing/Uninstalling AWF
Installing AWF
Install the application on your handset before using AWF. If you are installing an upgrade, you must first uninstall the existing version. Contact Actsoft Technical Support for assistance with all
uninstalls.
Install AWF from the Play Store (formerly Android Market).
1. From the home screen, choose Play Store.
2. When the Play Store opens, choose Apps.
3. Enter Actsoft in the search field, and then choose Advanced Wireless Forms from the list.
Release 2.1
4. Select Install on the Advanced Wireless Forms information screen.
December 7, 2012 1
AWF™ for Android User Guide
2
5. On the next screen, choose Accept and Download to begin the installation process.
6. Choose Open. An icon for AWF will be added to the Applications screen.
Actsoft, Inc.
www.actsoft.com
Rev. 3.0
Introduction Installing/Uninstalling AWF
7. When the AWF Splash Screen displays, choose Log In. Additionally, you can choose Take a Tour if you are new to AWF, or Sign Up to preview AWF with temporary log in credentials.
Uninstalling AWF
Uninstall older releases of AWF before installing new releases of the application. Contact Actsoft
Technical Support at 813-936-1511 for assistance with all uninstalls.
Release 2.1 December 7, 2012 3
Setup
AWF Setup
On installation, AWF will perform an automatic setup using your PTN (Personal Telephone Number) if it has been configured in Comet Tracker. If your PTN has not been configured, enter your Account
Number and User Number manually on the setup screen. Complete the setup process while you are in network coverage.
Your account and user number are stored on the handset. If this information changes, choose Setup to re-enter the information.
All archived forms on the handset will be deleted if the handset setup is modified.
1. On the handset’s main menu, choose the AWF icon to start the application.
2. The Setup screen displays. Enter your company’s Account Number and User Number. You only need to complete this information the first time you run AWF.
3. Choose Done to save the setup information.
AWF sends the account and user information and downloads the handset settings from the server. User setup is complete, and the Form Selection screen displays.
Release 2.1
December 7, 2012 4
AWF Setup
The Form Selection screen is the default screen. Display the submenu to access the Messaging and
Setup options.
AWF New User Setup
If you have selected AWF from the Play Store and do not have an account, a new splash screen will display. This screen will also display if you have just purchased and installed AWF. Note: Upgrading
users will not see this screen.
Release 2.1
This screen explains some AWF features, and offers three (3) options:
• Log In – Go to Setup screen, or automatically set up AWF via handset phone number
December 7, 2012 5
AWF™ for Android User Guide
• Sign Up – Displays a screen to enter and forward your contact information to Actsoft Sales to create an account
• Take a Tour – Logs the user in to the AWF demonstration account
Suspending and Returning to AWF
Return to the handset’s main menu by touching the Home button. AWF is suspended, but you remain logged in and AWF continues to obtain and transmit data in the background. You can then return to the handset menu and use all the handset features.
To return to AWF, resume the application by choosing the AWF icon from the handset’s main menu screen.
6 Actsoft, Inc.
www.actsoft.com
Rev. 3.0
Using the Application
Advanced Forms
Advanced forms allow companies to customize new forms, or recreate paper forms for completion on the handset. You can also save or archive forms on the handset to edit later. The handset’s memory determines how many forms you can archive. All archived forms will be deleted if you
change the user and account number on a handset with stored forms. A warning message will display before you can continue.
Anatomy of an Advanced Form
In the Forms Designer, your administrator creates forms based on the work to be done. These forms include various screen elements such as buttons, drop-down lists and checkboxes. A main form is created, and then decision fields are added based on the data to be gathered. Repeatable forms are also created to list multiple items of the same type.
Screen Elements and Field Behavior
Asterisks – Asterisks indicate required fields.
Calculation fields - Calculation fields are based on formulas that add, subtract, multiply and divide. Using them can save time and reduce errors in simple or complex operations.
Calculations can only be performed using currency and numeric fields.
Drawing Fields – Choose the Drawing icon to open a blank canvas to create your own graphics. You can draw, enter text, crop and change the orientation of your creations within the form. After you save your work, the text ‘Drawing’ displays in the field, and a thumbnail of the image displays within the form.
Release 2.1
December 7, 2012 7
AWF™ for Android User Guide
Drop-down lists – Arrows next to a field indicate available data choices. If configured, you can select multiple values, add unique values or search values.
Decision fields – Fields requiring you to make a decision after you enter data are shaded.
Drop-down list searching – Enter search criteria in the text field at the top of the drop-down list to search list values. If the field is editable, you can add a unique value to the list, and choose (+) when you are finished. Added values stay at the top of the list unless deleted, changed in the Forms Designer or if the account/user numbers are changed.
8
Email field – Search and select multiple email addresses from the device contact list, or enter addresses. As you enter a new address, the text will display red until it conforms to
Actsoft, Inc.
www.actsoft.com
Rev. 3.0
Using the Application
normal email protocol. The address will change to green when it is acceptable. Click plus (+) to add the address to the contact list.
Hidden Data fields – AWF can be configured to hide characters entered manually, pasted or scanned in a field and replace them with dots. Hidden form data fields are also hidden on
Preview screens.
Multi-select drop-downs – If it is configured in the Forms Designer, you can choose more than one value in a field. To delete a drop-down list value, long press the value, and then confirm the action.
Phone Number fields - If configured, phone number fields can automatically format based on US or International format. United States phone numbers must contain an area code before the associated form can be submitted. Phone number fields allow up to thirty (30) numeric, special and space characters to support all international phone formats.
Release 2.1
Repeatable fields – Repeatable fields are used to list multiple items of the same type, or repeating information. They can be used also for calculations such as count, sum and averaging. Your administrator can limit the number of allowed repeatable forms. A prompt displays when you reach the limit.
December 7, 2012 9
AWF™ for Android User Guide
The following scenario illustrates how advanced forms can be used:
10 Actsoft, Inc.
www.actsoft.com
Rev. 3.0
Below is the process flow of the preceding scenario.
Sample Service Call Workflow
Using the Application
Legend
Conditional Section:
Non-Conditional Data/Action:
Repeatable Fields:
Start
Customer Name
Under Warranty
Estimate Performed
Yes
Description of Work
No
End Svc Call
Estimated Cost
Customer Accept
Estimate
Yes
Perform Work
No
End Svc Call
A
A Parts Used
Pt No Pt Name
Job Completed
Yes
End Svc Call
Reason
No
Parts Needed Parts Used
Pt No.
Pt Name
Escalation Return Date
Contact Phone
End Svc Call
End
Release 2.1 December 7, 2012 11
AWF™ for Android User Guide
Below are the steps that correspond to the preceding service call flow and scenario:
1. Choose the Plumbing Form from the Form Selection screen.
2. Begin the form, entering the required information.
12
On the form below, the ‘Estimate Performed’ section is complete. When you choose Yes, another section displays in which you can describe the work to be performed.
Actsoft, Inc.
www.actsoft.com
Rev. 3.0
Using the Application
3. Enter the estimated dollar value in the ‘Estimated Cost’ field and select an answer to ‘Customer
Accept Estimate’. Note that both sections are shaded, indicating that they are decision fields.
4. When you select ‘Yes’ to Customer Accept Estimate, the Parts Used repeatable field displays for completion. The ‘Parts Used’ section is a repeatable field, as indicated by the multiple page icon.
Repeatable form
Release 2.1 December 7, 2012 13
AWF™ for Android User Guide
5. Click on the Parts Used section, and the repeatable form displays, as shown below.
6. Complete the fields on the repeatable form, and choose More to complete the repeatable form as many times as needed to list all parts used.
7. Choose Done, and the main form will redisplay.
8. Continue to the next decision field section of the form, Job Completed. Select No.
14
9. Enter the reason for the job status, and proceed to the Parts Needed repeatable form.
10. Enter the parts needed in the repeatable form. Select More to add more, and Done when you are finished.
Actsoft, Inc.
www.actsoft.com
Rev. 3.0
Using the Application
11. On the main form, continue with the next portion, the Return Date.
Release 2.1
12. Enter the Contact Phone, and choose Send. Or, you can display the submenu and choose to Save the form or Save and Send. The Save and Send option sends the current form, and saves a copy in the Archived folder. You can retrieve this copy later and use it multiple times if necessary.
If you have selected the Prompt for Archive Name checkbox on the Options screen, you will be prompted to enter a form name at each save. Or, long press an archived form from the
Form Selection screen to rename it.
December 7, 2012 15
AWF™ for Android User Guide
Adding Barcodes and Images
If your system administrator has configured it, you can scan barcodes or add images into
text or editable drop-down advanced form fields. Forms with images must include a data value.
1. On the form, display the submenu and choose Barcode.
2. When the screen converts to scanner mode, center the laser line inside the viewfinder rectangle on your scan. The handset will automatically scan the barcode.
16
Scans may be unsuccessful if the data conflicts with form field constraints.
To add an image in a field:
1. Display the submenu and choose Camera. Or, navigate to a camera field to invoke the camera automatically. Camera-activated fields are marked with a camera icon.
Actsoft, Inc.
www.actsoft.com
Rev. 3.0
Using the Application
2. Choose Done to keep the image, or select the Retake form field, the word ‘Image’ will display as a placeholder.
option to retake the image. In the
Adding Signatures
Signature capture fields are indicated by the pen icon . To add a signature to form data:
1. Inside a form field, display the submenu, and select Signature. Or, navigate to a form field that allows signature input.
2. Sign in the signature area with your finger, and choose Done. . If necessary, display the submenu and choose Images to review signatures before submitting.
Form Preview
You can also display the submenu and then choose Preview to review your completed form before sending. Note that any data in fields designated ‘Hidden’ will display as security dots.
Release 2.1 December 7, 2012 17
AWF™ for Android User Guide
Messaging
Use Messaging to communicate with supervisors and other workers.
1. Display the submenu and choose Messaging. Current messages in your Inbox will display.
Display the submenu and choose Refresh to display new messages, Sent Items to view sent messages, or Compose to begin a new message.
2. To display a message, select it from the list.
3. Review the message. When you open the message, a ‘Read receipt’ message is returned to the sender.
18
You can click on any hyperlinked text in the message information and send emails, dial phone numbers or go to web addresses.
Actsoft, Inc.
www.actsoft.com
Rev. 3.0
Using the Application
4. To type a response, choose Reply.
5. Tap in the To field to choose a recipient, or simply type one in the field. Navigate to the text area, type a response and choose Send.
History
History is a view-only record of all incoming and outgoing data transmissions. Select History to verify the status of completed or updated forms, panic mode, timekeeping records, etc. As data is transmitted, an entry is added to the History screen with’ time added’ and ‘time sent’ timestamps. If the transmission is successful, a green circle displays on the record. If the device is unable to send the data, the Sent timestamp is blank and a yellow circle displays next to the record.
Release 2.1
As connectivity returns, timestamps for the unsent records are added and the yellow circle changes to green, indicating a successful transmission.
December 7, 2012 19
AWF™ for Android User Guide
You can also use the Search field to search records using any criteria, such as date, record type or time.
Filtering Records
You can set a filter to display only specific record types, determine the maximum number of records to display on the screen, or to hide the feature completely.
1. From the History screen, press the Menu key to display the Options screen.
Choose your desired settings for the fields displayed onscreen. If you opt to hide history records, they continue to be stored and are available when History is re-enabled.
20 Actsoft, Inc.
www.actsoft.com
Rev. 3.0
Index
Adding signatures to forms, 17
Advanced forms, 7 field behavior, 7 screen elements, 7
Application requirements, ii
Application enhancements, iii
Auto-link messages, 18
AWF installation, 1 setup, 4 suspending, 6
Drawing fields, iii
Filtering messages, 20 records, 20
Form preview, 17
Forms adding signatures, 17 advanced, 7 archived, 7
Handset requirements, ii
History filtering, 19 viewing, 19
History screen, 19
Messages auto-link, 18 filtering, 20 sending and receiving, 18
New AWF features, iii
New user setup, 5
Previewing forms, 17
Returning from suspended status, 6
Screen elements asterisks and icons, 7 calculation fields, 7 decision fields, 8 deleting a drop-down list value, 9 drawing fields, 7 drop-down lists, 8 email field, 8 hidden data fields, 9 multi-select drop-down list, 9 phone number fields, 9 repeatable fields, 9 searching a drop-down list, 8
Setup, 4 new user, 5
Signatures, 17
Supported devices, i handsets, i
Suspending AWF, 6
Technical support and training, ii
Uninstalling AWF, 3
What’s new auto-formatted phone number field, iii drawing fields, iii hidden data input fields, iii repeatable form limit, iii
Working with messages, 18
Index
Release 2.1 December 7, 2012 21
©2012 Actsoft, Inc. All rights reserved. AWF, Comet Tracker and the Comet Tracker logo are trademarks of Actsoft, Inc. Android and related trademarks, names and logos are the property of Google and are registered and/or used in the U.S. and countries around the world. Sprint and the Sprint logo are registered trademarks of Sprint. Android and related trademarks, names, and logos are the property of Google and are registered and/or used in the U.S. and countries around the world.
advertisement
* Your assessment is very important for improving the workof artificial intelligence, which forms the content of this project