Mobile App: Quick Start Guide
In this guide, you'll learn
- Scanning QR codes
- Managing the time clock and breaks
- Completing tasks
- Filling out forms or checklists
- Saving and retrieving drafts
Scan QR Codes
- Locate the landing screen.

- Use the bottom menu and select the Scan option.

- The camera will activate and scan the QR code.

- Submit the QR code.

- Close and validate. You can track your logs in My Activity.

Manage the Time Clock
- Access the footer menu and tap on the Time Clock icon.
- Add a note for your check-in (optional).
- Hold down the clock button until the green indicator completes (about 5 seconds).
- Verify that the stopwatch is running.

To check out of the Time Clock:
- Go back to the Time Clock section in the footer menu.
- Add a note for your check-out (optional).
- Hold down the clock button until the green indicator completes (5 seconds).

- Close the time summary, where you can see the total hours worked.

Breaks
If the administrator configured breaks to be manual, you will see a Take a break button on the time clock.

Tap it to choose from the break options configured by the admin (paid or unpaid).

Complete Tasks
- Tap the Tasks icon.

- Select the task.
- You can use the search bar at the top of the tasks section to easily find it.

- Swipe right to mark it as done.

- Confirm using the check button.

- Scan task: Prompts you to scan a QR code or NFC with your device.
- Report task: Redirects you to a form.
- Manual task: Appears as a checkbox with no redirects.
- You'll receive a confirmation.

Forms or Checklists
- Tap the Forms icon.

- Select the form or checklist.
- Use the search bar at the top to find it quickly.

- Fill in the form, noting the fields marked with an asterisk.

- Submit the form or checklist.

- You'll receive a confirmation.

Drafts
Saving a Draft
-
Select the form or checklist.
- Use the search bar at the top to find it.

-
Fill in the form, keeping in mind required fields.

- Tap the drop menu, and select Save Draft.

- Provide a name for the draft and press Done.

- You'll get a confirmation.

Completing a Draft
- Tap on Saved Drafts.

- Select the draft form.
- You can use the search bar to find it by the name assigned.

- Fill in or complete the draft and submit it.

- You'll get a confirmation.

- You can track your logs in My Activity.

This is everything you need for a quick start. Please, don't hesitate on asking questions or contact support.
Updated about 1 year ago