Filling out an Event or Task - Mobile

Mobile tasks have all the same abilities as using tasks on the web with the added ease and efficiency of offline use.

When filling out a form or task, the top of the page shows the following information:

• Sections – The number of sections. Tap this number to open a slide-out panel of sections that you can navigate to without scrolling.

• Questions – The total number of questions.

• Answered – The number of questions answered.

• Exceptions – The number of answers flagged as exceptions. Tap this number to open a slide-out panel of questions answered with exceptions. You can go to those questions by tapping them in the panel.

Next to the header numbers is the Information icon. When you tap this icon, a slide-out panel opens that provides more information about this event, which functions the same way with a task.

In the below example, there are four questions on this event, three of which are answered.

This page also provides you with the project and organization information, the category, event date, status, reporter, event title, start date, module and version. To close this, click the Information icon again or click the Close icon at the top right of the page.

In the same manner as on the web for a task, the Information icon shows the project/organization, category, due date, status, responsible party, task title, date started, module, and version number.

Some questions on an event or task might be mandatory. They are denoted with an asterisk (*). On some occasions, an Information icon provides more information. When selected, they provide information such as cautions or general information to help you complete the event or task.

You can use voice dictation within the Compliance mobile application. Select the microphone from the keyboard on the screen and speak. 

The dictation will be transferred to the area you selected, making it convenient to fill out the event or task without the keypad.

Copy a Section

Depending on how the form or task template is set up, you might be able to copy a section. If the copy option is enabled, use the Copy section button in the section header to copy the section below the current section.

The Copy section button might have a different name, depending on how the form or task template was set up.

You can also tap the Remove icon to remove a copied section.

Question Types

Date – Time

Your event or task might include a field to indicate the date and time and allows for collection of date and time either together or separately.  

Select a date field, in this case the Date the incident occurred. Scroll to the date you want, and it is shown under the date of the incident.

The Time question defaults to the time at your current location. Use the scroll bar to move to the time in AM or PM for your selection.

Choice

This is used for options like yes/no, pass/fail, accept/reject. These questions are a radio button or icon.

Text

Areas in the event or task that capture free text in short (250 characters) or long form (4,000). For example, this can be used for descriptions, short descriptions, explanations, names of subcontractors, and locations.

There are also large text fields. In this example, it's the Description of the incident. Clicking on the double arrows expands the box for you to continue typing or use the microphone to dictate.

On free text fields, the mobile application opens a full page for efficiency.

People Picker

A people picker is available to use to select those users that have access to the module at the organization level in which the event or task is being performed against.

To access the names, begin typing the name or select the People Picker icon. Depending on how the administrator sets up the question, you can select multiple users or none, and the list of users can include either only users with Compliance roles or all users in the project.

A new page is shown with the names of users. Select the name and it appears in the indicated field on the event or task.

Depending on how the question is set up, the selected user can receive an email notification.

The people who show in the list are the users who have a Compliance assignment to the project for which the event or task is being filled out.

Attach Photos

The Compliance mobile application lets you to take photographs and annotate on the areas of focus while filling out the event or task. In the application, select Attach photos. It opens a page from which you can select an option from the Photo Library or Take Photo with your smart phone.

For example, you might attach reconstruction photos of safety incidents, photo proof of a fix to a non-conformance, or a picture of a certification of compliance.

After the picture is taken, you can edit the photo by selecting the Edit button on the top right of the page. This opens editing and annotation options. There are colors, widths, and text options available. A time stamp is added when edits are made, and the stamp can be moved around the screen for optimal viewing. You can also edit the name of the image file to be more meaningful than the default name given by your device.

Prior to the image being saved, the Undo icon in the lower left removes edits.

When finished, tap Done and return to the event or task page. Here you see the photos you included. If you want to view the photo, select the image and it takes you back to the photos. Alternatively, if you want to include more photos, tap Attach photos again.

If you have set up integration with InEight Document, you can also see if supporting documents from the Document application are attached when performing a form or task. Document links are shown in the list of attachments with the Document icon and document version numbers.

To remove an attachment, swipe left, and then tap the Remove icon.

Form Flow

A form flow button can complete the first step of a form flow from the mobile application. Additional steps must be completed by responsible parties in the Compliance web application.

Form flow buttons have a right arrow next to them.

GPS

A GPS question lets you provide your location by tapping GPS or by entering your coordinates directly in the fields. You can also tap Clear GPS to remove the information if you need to enter a different location.

To use the GPS button on your mobile device, you must allow the Compliance app to access your location when prompted.

If you enter GPS coordinates automatically, you cannot manually edit the coordinates.

Reference and Integration question types

Integrated list questions are lists that integrate with the InEight Platform master data library. The Integrated list question includes resource column fields in a series of cascading questions. You can use cascading questions to narrow down the selection of a resource. For example, you can add Vendor Region, Vendor Country, and Vendor City column fields of cascading questions to narrow the selection down to a city. When you are connected to the internet, the list pulls data from Platform’s resources. For more information on Integrated lists, see Integrated List.

Complete a Form or Task

For more information on how to save and submit a form or task, see Complete a Form or Task.

The following steps walk you through performing an event on a mobile device.

Step by Step — Fill Out an Event - Mobile