In this article, learn how to complete a process, understand different process step types, and review the options available to you while completing a process in the mobile app.
Applicable Subscription Levels:
QC MANAGER | STARTER | PRO | PRO+ | ENTERPRISE
Overview
A Process is a series of Steps performed on a mobile device and used to collect information about a serialized item. Processes are built via the Idencia Management Portal, but can only be run on the Idencia Mobile Application.
Topics in this article will include:
Completing a Process
Understanding Step Types
Understanding Process Navigation - Buttons and Indicators
Cancelling a Process
Viewing Item Details
Viewing Item Type Information
Process Execution Buttons
Process Completion Indicators
Completing a Process
Processes are configured in the Management Portal and are made up of varying Process Steps.
- Complete all Required Steps
Required steps will be highlighted in blue. Once a valid value is entered, the step will turn white.
NOTE: The Done button will not become available until all required steps are complete. - Complete all Optional Steps
Optional steps will be white.
- Verify that the appropriate data has been entered in all Process Phases
Each Process Phase will have it's own tab at the top of the screen. Depending on the Process configuration, the Phases may or may not have to be completed in order.
When Phases can be completed in any order, swipe left and right to move from phase to phase.
When Phases must be completed in order, tap the NEXT button to move from one Phase to the next. Note that tapping NEXT will start the next Phase and close the previous Phase. You cannot return to a previous, closed Phase when Phases must be completed in order.
If the process needs to be cloned, follow the instructions in the Cloning a Process in the Idencia Mobile Application knowledge article before tapping DONE. - Tap DONE
The DONE button will become available when all required steps are complete.
Understanding Step Types
-
- Date Steps
Tapping a date step will open the Date Picker
- Text Steps
Tapping a text step will open the text field and device keyboard
- Numeric Steps
Tapping a Numeric Step will open the numeric field and the device numeric keyboard.
NOTE: Some numeric steps include upper and lower limits. When a value within the limits is entered (above left), the OK button will become available. When a value outside the limits is entered, and values outside the limits are not allowed (above right), the range limits will appear in red and the OK button will not become available until a valid value is entered. - Pass/Fail Steps
Tap PASS, FAIL or N/A (if applicable)
NOTE: Not all Pass/Fail steps will include a Not Applicable (N/A) option. In addition, some Pass/Fail steps will allow failures while others will not. See the Idencia Setup - Processes knowledge article for additional information about Pass/Fail step options. - Scan Tag Steps
When another RFID or Barcode/QR Code serial number needs to be scanned, tap the SCAN TAG, SCAN QR/BAR CODE, or ENTER button.
If an external RFID or QR/Bar Code scanner is paired with the Idencia Mobile App, the app will assume the scanner will be used and the scan button description will be SCAN TAG. If no external scanner is paired, the app will assume the onboard camera will be used and the scan button description will be SCAN QR/BAR CODE.
Tapping the SCAN TAG or SCAN QR/BAR CODE button will activate the onboard camera scanner or the paired, external scanner.
Tapping the ENTER button will open a text field where the serial number can be manually entered if it cannot be scanned.
- Capture Signature Steps
Tapping the CAPTURE button will bring up the Signature screen. Use a stylus or finger to capture a signature or initials.
- GPS Steps
GPS Coordinates will be captured automatically. Tap the three dot menu for the step to refresh the GPS Coordinates.
- Take Picture Step
Tap CAMERA to open the device's camera app to take a photo. Tap GALLERY to upload a picture from the device's photo gallery. Tap N/A if a photo is not applicable.
- Add to Job Step
Tapping ADD will open selection screens where the Job and Item Type to which the item should be added can be selected.
- Remove from Job Step
Tapping REMOVE will open a selection screen where a Generic Item Type (i.e., an Item Type that is not Job Specific) can be selected.
- Date Steps
Understanding Process Navigation - Buttons and Indicators
Cancelling a Process
To cancel a process:
- Tap the three dot menu
in the upper right corner of the screen - Tap Cancel
If the Serial Number that was entered (or scanned) is a New Item, the Item will also be discarded. A confirmation message will be displayed.
If the Serial Number that was entered/selected (or scanned) is an Existing Item, only the Process details captured so far will be discarded. A confirmation message will be displayed.
Viewing Item Details
To view the Item information in the Management Portal:
- Tap the three dot menu
in the upper right corner of the screen - Tap Item Details
The Management Portal will open within the Mobile Application and the Item Details screen will be displayed. This is particularly useful when shop drawings and other design information are available in the Management Portal. The user will have the ability to navigate within the Management Portal by clicking the menu icon (circled below) and will have permissions to make updates (or not) based on their User Security Level as if they had logged into the Management Portal via an internet browser window.
This icon is only available when working with an Existing Item. In the example below, the item is part of a Job. Tapping the 'Back' icon (circled below) will return the user to where they left off in the Mobile Application.
Viewing Item Type Information
To view any documents, like design drawings, that may be attached to the Item's Item Type:
- Tap the three dot menu
in the upper right corner of the screen - Tap Information
If the URL for a document, document library, or web page has been attached to the Item Type in the Management Portal, the document will open within the Mobile Application. If you use Adobe Acrobat Cloud to store your PDF documents and drawings, Idencia now includes Adobe Acrobat integration, allowing you to markup documents and drawings right within the app!
Process Execution Buttons
The Next button is used to complete the current phase in a multiphase process. Tapping Next will complete the phase and move on to the next phase. There is no Back button. Tapping next will permanently complete the current phase.
The Finish Later button is used to save your current progress and exit the process. Tapping Finish Later will leave the process incomplete so that information can be added and/or updated later.
The Done button is used to complete a multiphase process where the phases can be completed in any order. Once all required information has been entered across all phases, the Done button will appear. In a multiphase process where the phases can be completed in any order, if the Done button does not appear at the bottom of the screen, one of the following two things must be true:
- There is at lease one required step that has not been completed. Look for steps that are highlighted in blue.
- There is a failed Pass/Fail step that must be set to Pass in order to complete the process. Look for failed steps and take the appropriate action fix the failure so that the step can be set to Pass
Process Completion Indicators
The Additional Processes screen will display a green checkmark next to each process that has been completed against an item at least once. Some processes may be completed against an item more than once. The indicator will appear next to each process that has been run against the item at least once.
In the example below, users can tell that the "Locate in Yard" process has been run against the selected item at least once. It may have been run multiple times, but the green checkmark indicates that the "Locate in Yard" process has been run at least once so far. The "Additional Test Process" has not been run against the selected item.
