Procedures

Use Procedures to work with assigned procedures. A counter for All Items on the Top bar shows the total number of procedures, and procedure status cards categorize procedures by their statuses.

Procedure Status

Procedure status is the current status of the procedure in the app.

Status                           Description

Due Today                   The number of procedures that should be completed today.

New & In Progress     The total number of procedures that are either not completed or partially completed.

Completed                   The number of procedures that are completed.

Overdue                       The number of procedures that should be completed.

In the procedure list, the new procedures appear in bold with a blue color bar on the left side of the procedure name.

To access Procedures

• Tap the Menu button, and then tap Procedures.

  The Procedures screen appears.

To show the list of procedures

• On the procedure status card, tap the Expand button.

  The procedure status card expands showing the complete list of procedures.

To hide the list of procedures

• On the expanded procedure status card, tap the Collapse button.

  The procedure status card collapses showing only the counter for the procedure status.

To access procedure information

• On the expanded procedure status card, tap the Information button next to the procedure.

  The Procedure Information dialog appears with the information on the procedure. Tap OK to close the dialog.

To access a procedure

• On the expanded procedure status card, tap to select a procedure.

  The procedure is opened.

To delete a procedure

1. On the expanded procedure status card, tap Edit.

   The edit mode is enabled.

2. Tap the Delete button next to the procedure.

   A confirmation messages appears.

3. Tap Yes.

   The procedure is deleted.

4. Tap Done.

   The edit mode is disabled.

Searching for a Procedure

You can search for a Procedure either by using the Search or Scan buttons provided on the top bar.

You can use the following search options to search for a procedure from the list of Procedures .

• Procedure Name

• Procedure Description

• Asset Name

• EPC

• Keyword

If the search contains only one search result, then it launches the Procedure directly with out displaying any result. However, before launching the Procedure, it checks for the following conditions:

• In the Procedure page, if you have only one search result, it launches the Procedure.

• In the Procedures On Demand page, if you have only one search result and the procedure is assigned only to you (the Assigned to Me option is enabled), then it launches the procedure.

  Note: If the Procedure is assigned to Role, then it will appear as a search result.

• In the Dashboard page, if you have only one search result and:

  • The search result is in Procedure section, it launches the Procedure.

  • The search result is in Procedures On Demand section, then it launches the Procedure only if it is assigned to you (the Assigned to Me option is enabled).

To search for a Procedure by using the Search button:

5. Tap on the Search button provided in the top bar.

   A screen appears, displaying the search options.

6. Click on the required search option and then enter the search string in the Type Here box.

   For example, if the asset associated to a procedure is 'Transformer', then in the box enter 'Transformer' and then select the search option 'Asset Name'.

7. Click the Search button provided next to the text box.

   The procedures matching the search criteria, appears. You can execute or delete the Procedure from the Results list.

   Note: You can delete a procedure from the New or In Progress Procedure section only if you have the required permission to delete.

To search for a Procedure by using the Scan button:

8. Tap on the Scan button provided in the top bar.

   The camera appears.

9. Scan the QR code.

   The procedures matching the search criteria, appears. You can execute or delete the Procedure from the Results list.

   Note: You can delete a procedure from the New or In Progress Procedure section only if you have the required permission to delete.

To search for a Procedure having an asset by using a peripheral device

• Press the trigger button on the peripheral device.

  The RFID of the asset is read by the peripheral device, and the Results screen appears with procedures having the searched asset.

  Note: The trigger to read from the peripheral device may vary based on the peripheral device. However, the process remains the same. If you need help, refer to the User Manual of the peripheral device.

To search a Procedure having an asset using the Camera as Soft Trigger

10. On the Action bar, tap the Scan Asset icon.

    The viewfinder screen appears.

    Note: If multiple soft trigger are configured for the node, tap the peripheral to scan the asset.

11. Focus the barcode or QR code in the frame and wait till it is automatically scanned.

    The Results screen appears with procedures having the searched asset.

    Note: Tap the Flash icon to turn the Mobile Device Flash on or off. By default, the Mobile Device Flash is turned off.

To search a Procedure with an asset using NFC

• Take the NFC enabled device near the NFC tag.

  The mobile device scans the NFC tag of the asset, and the Results screen appears with procedures having the searched asset.

  Note: The NFC enabled device should be within 4 centimeters from the NFC tag to read the data accurately.