The mobile application enables users to complete work away from their desks using a mobile device. Users can conduct inspections, capture observations, and execute procedures directly from the mobile application.

 

Mobile devices provide access to built-in capabilities such as cameras, GPS, voice recognition, and biometric authentication. Capturing observations, forms, photos, and signatures at the point of work to help reduce delays and minimizes errors caused by manual entry.

 

The application is available for iOS, Windows 10, and Android.

 

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What you can do with the mobile application

Use the mobile application to:

• Create observations.
• Complete rating-based inspections and assessments.
• Execute and document procedures, either digitally or by annotating PDF documents.
• Complete and document collections of work instructions and documents as work packages.

The mobile application includes three key features that help users complete work from a mobile device:

Alternate names 
Some mobile application features may be referred to by alternate names in existing documentation or customer environments:

• Mobile Documents called Mobile Forms and Computer Based Procedures.
• Mobile Work Packages are often referred to as eWP (electronic Work Package).

The mobile application also includes:

• Offline operation when a network connection is unavailable. 
• Picture capture and attachment support. 
• Activity streams that provide visibility into system activity. 
• Offline caching and indexing of reference data. 
• Check-in and check-out controls for document management. 

Check-in and check-out

Check-in and check-out helps prevent editing conflicts when multiple users work with the same Mobile Document or Mobile Work Package. When a user checks out an item, other users cannot edit it from the desktop application, and the checked-out user can continue working while online or offline. When the user checks the item back in, access is returned to other users and mobile editing is disabled until it is checked out again.

Use Mobile Observations when:

• Data can be collected using a simple checklist.
• Information needs to be captured quickly.
• Task assignment is not required.
• Data collection supports the Initiate workflow step only.

Use Mobile Forms when:

• Tasks must be assigned from a mobile device.
• Data capture requires more complex business logic.
• Fields need to become required based on conditions.
• Documents must be embedded in the form or associated work package.

Best practice

In most cases, mobile forms are recommended because they support more complex workflows, task assignment, and advanced data collection requirements.

The mobile application supports images, documents, and videos.

Users can:

• Attach files associated with mobile form assignments.
• Capture images or videos using the mobile device camera.
• Upload files from the mobile device photo library or file system.

Video limitations

• Video files are limited to 10 MB.
• If a captured video exceeds 10 MB, users can delete it or save it to the mobile device library.
• Video is supported on iOS and Android devices.
• Video compatibility may vary between device platforms and file formats.
• The mobile application captures low-resolution video to keep file sizes manageable.