The mobile app supports the ability to capture transactions from mobile devices to use barcode scanning to streamline the capture of transactions and to capture the transactions at the point and time the transaction occurs.
General Navigation
After logging into the mobile app, the hamburger menu will open the list of transactions available to complete. The transaction list is based on the user’s team role.
The transaction list is alphabetically displayed. Use the filter menu to find a specific transaction if needed.
Home and Scan First
- The current logged in user is displayed on the home screen.
- The current facility the user is logged into is displayed. If the user is associated with multiple facilities, the drop down can be used to select a different facility. The current active facility displayed is the facility the user is working on behalf of. Only units currently in custody of that facility will be available to select for transactions.
- The Scan First feature can be accessed through both the menu and is always available from the Home screen.
Scan First provides the ability to walk up to any unit and scan it to get more information about that unit. Information available will be based on the type of unit scanned. Areas can also be scanned to view what units are contained within the area. For item and container units, a shortcut to the available transactions that can be completed for that unit will be available.
Use the ‘X’ to clear the current selected unit.
If the unit cannot be scanned, there is a corresponding look up option available.
Favorites
Transactions that are used regularly can be selected to be included under a favorite’s menu. To access the favorites, on the Home screen, SWIPE UP. This will access the current favorites selected. use the edit to access all transactions (based on the user’s team role) and tap the star to select the transaction to add. Use the checkbox to complete and return to the current favorites list.
The ‘X’ will close the favorites menu. To access again, simply swipe up again.
Look Ups
When using the mobile app, it is encouraged to take advantage of barcode scanning when possible. Data can also be selected through corresponding look up options.
Any field with the magnifying glass has a corresponding look up. When tapped, the look up list is opened. Searches can be done based on a Starts With (default) or can be changed to Contains or Equal To. As the user starts entering criteria, the list will be updated accordingly. Tap the record to select.
[Cancel] will return the user back to the field.
Other Mobile Navigation Features
Tab Menu Structure
Many transactions include multiple screens that represent the transaction header data, capture of the actual units, review and create-on-the-fly screens. Those transactions will be represented with a tab menu across the top.
For transactions with a header tab separate from the entry of the units, once the header data is completed, the switch to the unit’s tab is automatic. In most cases, the header data fields are then set to read-only but can be viewed again at any time.
A. Tab left and right navigation arrows. Depending on the size of the mobile screen, it may be required to navigate either direction to access an additional screen.
B. The current active screen tab title is displayed in bold and is underlined.
C. This icon at the top left represents the clear form function. As units are added to a transaction, the unit is immediately updated based on that transaction. (For example, when added to a check out transaction, the unit is marked as reserved and associated with the reservation ID.) Some of the fields are defaulted after the first item (such as selection of a staging area or header details). Many transactions have a review screen that displays the list of units selected as part of the current session for the transaction. The clear action clears the form completely, including any review details.
Field Validation
A. The green checkmark icon represents a valid entry that has been accepted in the field.
B. The edit icon represents that data has not been entered.
C. The warning icon represents that the field was skipped, but the data is required for that field to submit.