Mobile App Tutorial

TRAINING TUTORIAL
Mobile Handheld Token Application
Settings Screen
•
Username/password – use the same
as the MSS Extranet.
•
Sync/Retry Interval – How often do
you want the app to try to sync?
•
Sync on 3G – If you have an
unlimited data pplan yyou can choose
to use 3G (as opposed to Wi-Fi
only), but if you pay for usage on
3G, you may want to leave this off.
Note: This is an optional tool and is
functional without 3G service. The
company will not reimburse data
plans.
•
Back arrow navigates to the Home
(Date Ranges) screen.
Syncing
1.
Updates Oracle Database with
changes made on mobile device.
2.
Loads Current Data from Oracle to
mobile device.
3.
You will also see a blue arrows
sync button
b tt available
il bl to
t sync ffrom
within the application and not just
on the settings screen.
Time Frame List Screen
1.
Touching one of the rows navigates
to the Exchange List Screen
2.
The app will always contain the
previous week, current week and
the next 2 weeks of tokens actually
scheduled
sc
edu ed in your
you inbox.
bo
3.
You can choose to view all tokens
scheduled this week, or only those
due this week (regardless of when
scheduled))
4.
Red color coding indicates required
work not completed. Yellow
indicates some work remaining.
Green indicates all requirements
q
are complete.
Exchange List Screen
1.
Touching one of the ribbons
navigates to the Token List Screen.
2.
If you have tokens scheduled at
multiple exchanges, they will all
show up here.
Token List Screen
1.
This list shows all tokens confirmed
for the chosen time frame and
exchange
2.
Further allows filtering by
department.
3.
Note the token end date and time
left remaining on the token are
shown here.
4.
Color coding consistent with
previous screens.
Token List Screen Department
Filter
1.
Will include not only tokens for that
group, but also tokens to any
manufacturer in that group.
Token List Screen
Sort by Views
1.
2.
Default View Is:
•
Token
T
k St
Status
t (St
(Started
t d / Not
N t
Started / Finished)
•
Scheduled Date
•
Client
Other Sort by Options:
•
Client
•
Time Remaining
•
End Date
Token Screen
1.
2.
“More” button allows you to view
the rest of the token descriptive
content.
•
Links will be functional, but it will
require logging in to the Extranet
to open them. Save or Print files
i advance
in
d
if you do
d nott have
h
unlimited 3G service or access to
Wi-Fi in the store.
•
If a Basic token, it will list the
Action Items
•
If a Supplemental token, this
section contains the directions
Photo, note, and action item
requirements
q
indicated in red,,
yellow or green.
Token Screen More Details
1.
Expands description
2
2.
A i Items
Action
I
Listed
Li d
3.
Touch Photo to navigate to Token
Photo List.
4
4.
Blue icon indicates that data on the
device has been modified and a
sync needs to be performed.
Token Screen Scrolldown
1.
Touching “Photo” navigates to
Token Photo List
2.
Click “Time Entered” to enter the
day(s) and minutes worked on this
token.
•
3.
Claiming
Cl
i i over the
th max time
ti is
i nott
functional within the app.
Approval for working over the
max must be pre-approved, so if
approved that extra time must be
claimed through the Extranet with
a comment for the overage.
Ask a question works the same as
on the MSS extranet, but the actual
qquestion e-mail is not sent until
device is synced.
Token Photo List 2
1.
Touching “+” navigates to Photo
Source Selection Screen.
Photo Source Selection
1.
Use Camera brings up Camera and
the Photo Confirmation Screen
after taking picture.
2.
From Library brings up Camera
Roll and then to Photo Edit after
selecting
se
ect g pphoto.
oto
3.
Note: The app only allows one
photo to be added at a time. You
may choose to use the Extranet for
multi-photo
p
uploads.
p
Token Photo List
1.
Touching the photo navigates to the
Photo Edit Screen.
Photo Edit Screen
1.
Optional Photo Caption and Save.
2
2.
Cannot delete
C
d l photo
h after
f sync
performed. But can still modify
caption.
3.
Rotate photo buttons available.
Photo Confirmation
1.
Retake goes back to the Camera
App.
2.
“Use” navigates to Photo Edit
Screen.
Token Screen 2
1.
Touch “Feedback” row to navigate
to Token Note Screen.
Token Note
1.
Edits or adds Token Note.
•
This is
Thi
i ffor non-urgentt feedback
f db k in
i
response to the marketing
questions on the task. Critical
questions or information should
be sent through a direct email or
Token Ask a Question.
Question
Token Screen 3
1.
Touch “Action Items” row to
navigate to Action Item List.
Action Item List
1.
Click desired action item.
2
2.
Consistent
C
i
color
l coding
di iindicates
di
progress.
Action Item
1.
Touching “more” button navigates
and expands description screen.
2.
Touching “Photo” row navigates to
the Action Item Photo List Screen.
Action Item-More Details
1.
Note that links within the Task
Description or Action Item
Description will only work if you are
connected to the internet through
3G or Wi-Fi.
Action Item Photo
1.
Functions mirror the Token Photo
screens.
Action Item Feedback
1.
Touching “Feedback” row navigates
to Action Item Notes Screen.
Action Item Notes
1.
Will see history of notes and can
add notes. No edit or deletion of
already saved notes allowed.
Token Details – Finish button
1.
When all requirements are met, the
Finish button appears.
IMPORTANT NOTES:
1. The app was created vertically, it will
not rotate sideways.
6. OverMax is NOT functional.
2. Can view two weeks of tokens
(forward and backwards).
7. Be mindful of the store policies with
regards to device use on the sales
floor.
3. Basic token completion only – no
confirming, reassigning, rejecting or
splitting tokens within the app.
8. Take clear, good quality photos with
another device if your mobile device is
not up to standards.
4 Ph
4.
Photos
t upload
l d one att a time.
ti
If you
have several photos for one action
item, you may choose to still use MultiPhoto Upload through the Extranet.
5. Reserve tokens must be created
through Extranet.