How do I set-up and configure the Idencia Mobile Application to work best for me?

In this article, learn the available Idencia OneSource Mobile Application settings and how they affect app functionality


Applicable Subscription Levels:   

QC MANAGER |  STARTER  |  PRO  |  PRO+  |  ENTERPRISE


Overview

The Idencia Mobile Application is a companion app to your Idencia Management Portal.  This article will provide an overview of the application, as well as how to login and out of the app.

Topics in this article include:

Video Demonstration
The Idencia Home Screen
The Home Screen Menu & Settings
Idencia and Users
Logging Out of Idencia
Logging Into Idencia

Video Demonstration

The Idencia Home Screen

The Idencia home screen will be displayed in one of two forms.

           

Accessing the Settings Menu

By selecting the Menu icon at the top-right corner of the Home screen, you will see additional commands.



















  1. From the mobile app Home screen, tap the Menu icon (top-right)
  2. Tap Settings 
  3. The application version can be found in the settings in the blue box listed below. 

 

Allow Scanning or Entering a Serial Number

Turning on this setting will allow you to scan or enter an Item's serial number. This is the most common setting and is enabled by default.  If this setting is turned off, you will not be able to scan or manually enter a serial number. Instead, the application will auto-generate all serial numbers for you. The home screen will be updated to reflect this setting.

Sync Data

This setting controls how much data will be synced to the mobile device. 

The application will compare the last modified date of each record in the cloud database (Idencia OneSource Gateway) and will sync any record that has been modified within the selected Sync Data time frame.

There are several additional pieces of information that are used when determining what items will be synced, including the Sync Data time frame.

See the How does syncing work? article for additional details about the syncing process and configuration options.

Allow Auto Sync Images

This setting determines when image files (photos and signatures) will be synced to the Idencia management portal.

  • Activating this setting (box checked) will automatically sync images files at the same time all other data is being synced. This setting is active by default.
  • Deactivating this setting will delay the syncing of image files until the user manually kicks off the image syncing process.  Separating the sync of image files from the syncing of all other data captured in the Idencia mobile app will dramatically improve the time it takes for all other data to sync to Idencia OneSource Gateway.  If your image files are not needed in real time, manually kicking off the image syncing process after hours or during down time will improve the user experience.
  • Set settings according to your preference. Sync data intervals are as follows (All, 1 day,1 week, 1 ,3,6 months or 1,2,3,5 years)

Deactivating the auto sync of image files will add a Sync Images option to the hamburger menu on your home screen. To start the image syncing process, tap this option.

Confirmation Screen

  • If this option is activated, the mobile application will not display confirmation screens like "are you sure" when you are taking an action that will delete an item or an item process.  This options is primarily used during testing and is not recommended for normal use.

Feedback

  • Idencia values your feedback. Use the “Send Feedback” link to let us know how we can enhance your experience.

Terms and Conditions

Switch Company

  • If your company uses Idencia to manage various plant facilities, here’s how you can view each location

Server

Using this setting you can change the location of the Idencia server.  This setting should only be changed if the server name was changed or was entered incorrectly.

Idle Time for Synchronization

This setting controls whether or not the syncing process should start immediately each time the user returns to the home page, or wait until the device has become idle before syncing.

  • Disabled - The application will sync every time the user returns to the Home page.
  • Enabled (default) - The application will not sync until the device has been idle for the specified amount of time. Default idle time is 3 minutes (see Idle Time for Synchronization below).

Idle Time

If the Enable Idle Time for Synchronization option above is checked (Enabled), this setting determines how long the app must be idle before syncing starts automatically. Regardless of this setting, the user will always be able to manually kick off the syncing process by navigating to the Home screen menu (three dots in top right corner) and tapping the "Sync Now" option.

  • The default idle time setting is 3 minutes.

This setting is especially useful when completing multiple actions and processes that do not need to be synced to Idencia OneSource Gateway immediately. The application will not sync until the device is not in use,  preventing the user from having to wait for syncing to finish before a subsequent action can be taken. Syncing delay also prevents potential conflicts if a new process is started before the previous process has finished syncing.

Sync from Selected Data Sources

This setting is used when accessing a database that contains data from multiple sources. Usually, this is a corporate database where data from multiple sources is aggregated.  Contact Idencia Support for help using this feature.

 

Zebra Scanner Connection Help

Please see How do I Sync Zebra Scanner? for additional details. 

RFID Tag Translation

This setting controls how the mobile application translates scanned RFID information.  This option should not be updated unless you are instructed to do so by your Idencia administrator.  

Backup and Restore Database Buttons

These buttons provide the user with the ability to backup and restore the mobile database. These options are primarily used when troubleshooting. See your Idencia Administrator before clicking either of these options.

After you have modified the settings, select the Idencia logo at the top-left corner of the screen to go back to the Home screen.



                           

 


The Home Screen Menu & Settings

Screenshot_20220829-100402_Idencia_2

 

By selecting the Menu icon at the top-right corner of the Home screen, you will see additional commands.

  • Selecting the Sync command will perform a Synchronization between the device and the Idencia server.  You would use this command if you made changes in the Idencia Management Portal that you want to sync down to the device.
  • Selecting the Settings command will open the Settings screen. Selecting the Settings command will display additional settings for Idencia.  See the How do I configure my Idencia mobile application? page for more information.
  • Selecting the Logout command will log the current User out of Idencia so you can log in a new User for this device. 

Idencia and Users

The Idencia Mobile App was designed to be used on a one User per device basis.  A User can only be logged into Idencia on one device at a time.  You cannot have more than one User logged onto a single device, or a single User logged onto more than one device at the same time.  

The benefit of this is that once a User is logged into Idencia on a device, that User will remain logged in on that device.  Even if Idencia is stopped or the device is turned off, the User does not need to log in again the next time the Idencia application is opened.

Logging Out of Idencia

There may be times, however, where you wish to change the User who will be using a device.  To do this, you simply need to log the current user out of Idencia, then log in the new User.

Screenshot_20220829-100402_Idencia_2

To log out of Idencia, select the Menu icon at the top right corner of the Home screen.  From the Menu, select the Log Out option.  The current User will be logged out, and you will be presented with the Log In screen.

Logging Into Idencia

Login Screen

 

To log back into Idencia, simply enter the new User's email address and password and press the Log In button.  All new information recorded on this device will now be done by the new user.

See the How does syncing work? article for information about the synchronization process and how to determine what data is available via the mobile app.

 

In this article, learn the available Idencia OneSource Mobile Application settings and how they affect app functionality.


Applicable Subscription Levels:   

QC MANAGER STARTER  PRO  |  PRO+  |  ENTERPRISE


Overview

The Idencia mobile app comes with a set of default settings.  These settings affect everything from the volume of data synced to the mobile device, how often the automated syncing process will occur, whether or not you are shown confirmation messages, and much more.  

Below are the topics that will be covered in this article:

Accessing the Settings Menu
Server
Idle Time for Synchronization
Idle Time
Sync from Selected Data Sources
Allow Scanning or Entering a Serial Number
Default scanner
Zebra Scanner Connection Help
Sync Data Time Frame
Optional Sync Data Filtering
Allow Auto Sync Images
Don't show confirmation screens
RFID Tag Translation
Backup and Restore Database Buttons

 

 

 

Accessing the Settings Menu

By selecting the Menu icon at the top-right corner of the Home screen, you will see additional commands.



















  1. From the mobile app Home screen, tap the Menu icon (top-right)
  2. Tap Settings 
  3. The application version can be found in the settings in the blue box listed below. 

 

Allow Scanning or Entering a Serial Number

Turning on this setting will allow you to scan or enter an Item's serial number. This is the most common setting and is enabled by default.  If this setting is turned off, you will not be able to scan or manually enter a serial number. Instead, the application will auto-generate all serial numbers for you. The home screen will be updated to reflect this setting.

Sync Data

This setting controls how much data will be synced to the mobile device. 

The application will compare the last modified date of each record in the cloud database (Idencia OneSource Gateway) and will sync any record that has been modified within the selected Sync Data time frame.

There are several additional pieces of information that are used when determining what items will be synced, including the Sync Data time frame.

See the How does syncing work? article for additional details about the syncing process and configuration options.

Allow Auto Sync Images

This setting determines when image files (photos and signatures) will be synced to the Idencia management portal.

  • Activating this setting (box checked) will automatically sync images files at the same time all other data is being synced. This setting is active by default.
  • Deactivating this setting will delay the syncing of image files until the user manually kicks off the image syncing process.  Separating the sync of image files from the syncing of all other data captured in the Idencia mobile app will dramatically improve the time it takes for all other data to sync to Idencia OneSource Gateway.  If your image files are not needed in real time, manually kicking off the image syncing process after hours or during down time will improve the user experience.
  • Set settings according to your preference. Sync data intervals are as follows (All, 1 day,1 week, 1 ,3,6 months or 1,2,3,5 years)

Deactivating the auto sync of image files will add a Sync Images option to the hamburger menu on your home screen. To start the image syncing process, tap this option.

Confirmation Screen

  • If this option is activated, the mobile application will not display confirmation screens like "are you sure" when you are taking an action that will delete an item or an item process.  This options is primarily used during testing and is not recommended for normal use.

Feedback

  • Idencia values your feedback. Use the “Send Feedback” link to let us know how we can enhance your experience.

Terms and Conditions

Switch Company

  • If your company uses Idencia to manage various plant facilities, here’s how you can view each location

Server

Using this setting you can change the location of the Idencia server.  This setting should only be changed if the server name was changed or was entered incorrectly.

Idle Time for Synchronization

This setting controls whether or not the syncing process should start immediately each time the user returns to the home page, or wait until the device has become idle before syncing.

  • Disabled - The application will sync every time the user returns to the Home page.
  • Enabled (default) - The application will not sync until the device has been idle for the specified amount of time. Default idle time is 3 minutes (see Idle Time for Synchronization below).

Idle Time

If the Enable Idle Time for Synchronization option above is checked (Enabled), this setting determines how long the app must be idle before syncing starts automatically. Regardless of this setting, the user will always be able to manually kick off the syncing process by navigating to the Home screen menu (three dots in top right corner) and tapping the "Sync Now" option.

  • The default idle time setting is 3 minutes.

This setting is especially useful when completing multiple actions and processes that do not need to be synced to Idencia OneSource Gateway immediately. The application will not sync until the device is not in use,  preventing the user from having to wait for syncing to finish before a subsequent action can be taken. Syncing delay also prevents potential conflicts if a new process is started before the previous process has finished syncing.

Sync from Selected Data Sources

This setting is used when accessing a database that contains data from multiple sources. Usually, this is a corporate database where data from multiple sources is aggregated.  Contact Idencia Support for help using this feature.

 

Zebra Scanner Connection Help

Please see How do I Sync Zebra Scanner? for additional details. 

RFID Tag Translation

This setting controls how the mobile application translates scanned RFID information.  This option should not be updated unless you are instructed to do so by your Idencia administrator.  

Backup and Restore Database Buttons

These buttons provide the user with the ability to backup and restore the mobile database. These options are primarily used when troubleshooting. See your Idencia Administrator before clicking either of these options.

After you have modified the settings, select the Idencia logo at the top-left corner of the screen to go back to the Home screen.