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Getting started with the Mobile Developer Guide
Who is this article for?
Mobile Users and Admins supporting company mobile updates.
An active Mobile application is required.
Users can perform a lot of work away from their desks, from conducting inspections to capturing field observations to executing step-by-step procedures. The Mobile App, available on both smartphone and tablet devices, gives users the ability to perform that work digitally, rather than having to capture data on paper and then manually enter it into the system.
The Mobile App is an extension of a customer's implementation -- it cannot be used as a standalone function. It lets users capture data and execute work, but all the workflow routing and reporting happens on the server.
The app is available for iOS, Windows 10, and Android and designed to:
- Creating observations and rating-based inspections or assessments
- Guiding a user through the execution and documentation of a procedure (digitally or by annotating a PDF)
- Documenting the execution of a collection of work instructions and documents in the form of a work package
- Collecting simple form data
- Viewing assignments and other types of records from the database
Mobile application features
The app contains three major features, which collectively are designed to make it easier to perform operational tasks away from a desk:
- Mobile Documents: Data-capture forms and computer-based procedures, with support for embedded rules, calculations, and validations
- Mobile Work Packages: Collections of procedures and documents for executing a package of work, with best-in-class PDF annotation
- Mobile Observations: For quickly capturing attribute-based data
Alternate names
Historically these mobile application features have gone by other names
- Mobile Document have been called Mobile Forms and Computer Based Procedures.
- Mobile Work Packages are often referred to as eWP (electronic Work Package).
General mobile features include:
- The ability to run in offline mode (not connected to a network)
- Picture media capture
- Activity stream for real-time awareness of your system's data
- Offline caching and indexing of reference data
- Check-In/Check-out: The purpose of the check-in and check-out process is to prevent conflicts in an environment where multiple users might want to edit the same mobile document or work package, or if the mobile device will be offline for any period. By checking out an item in the mobile app, a user prevents others from editing that object in desktop and allows the user to edit the object on mobile when either on or offline. Checking-in an object allows the others to edit the content and prevents a user from modifying it in mobile.
Additional information
The Mobile Developer Guide describes how to configure the app to work with your business processes.