On the mobile device you can either perform an event on a single asset or on multiple assets.
Performing an Event on a Single Asset
When performing an event on a single asset there are a few different ways to get to the same screen. Either from the events screen, Find box or Asset Search
1. Find box/Asset Search
You can also start an event by scanning an RFID tag or entering a serial/reference number in the find box on the top of the main menu. This will take you to the asset summary page. You can also find an asset by clicking "Assets" on the main page, entering your search criteria and clicking on the asset name once you have found the asset you are looking for. This will also take you to the asset summary page. Once here click on the ‘Events’ tab at the top of the page, located next to 'Details'. Choose the event type you would like to perform from the drop down and the event will be started.
2. Performing the Event
The first screen you will see after choosing the event type will be the details. These fields (Eg. Owner, Location, Date Performed) are the same as their counterparts on the web. To proceed to the event form, tap the orange arrow at the bottom of the screen.
For each question listed on the form, choose an answer that best fits the ask.
By clicking on the plus paperclip icon, you can add the following:
Deficiency - This is a comment box that allows text input.
Recommendation - This is a comment box that allows text input.
Photo - Choosing this option will allow you to take a picture from device or upload an existing picture in your device’s photo gallery
Corrective Action - Choose a action type, assignee, due date and priority. The assignee can be yourself or another member of your site. You will also be able to input text in the notes section.
Next tap the right point arrow at the bottom to proceed to the next page. Here you can set the result of the event, change the asset status, mark a schedule complete and/or add any general comments about the event.
Enable the ‘Printable’ option if you would like to have this event available in an PDF observation report and inspection report format.
The schedules screen will show you if any auto-schedules have been created and allows you to edit or remove them. You can also create a schedule of your own from this page. Tapping the right pointing arrow will take you to the post-event screen. To save the event click Submit or Cancel if you want to cancel this event.
On the last page of the event form you will see a camera icon that will enable you to take pictures (if your device has a camera) of the event.
The event form will be autosaved as a draft every 30 seconds. However, if the ‘Discard’ button is clicked when closing out this event, the draft will be deleted as well. Click on the ‘Save as Draft’ button to keep the event form in your Drafts folder.
If the event has been saved as a draft (either manually or autosaved), or if it has been submitted, the asset of which the event belongs will automatically be moved to an Offline status. This will allow you to keep your access of the event and its contents if in the case your device is offline.
For the final step, head to the Sync & Connection page and tap 'Update Now' to push the event to the cloud/web.
Alternatively, to clear the offline status of an event, swipe left on an asset and tap 'Clear Offline'. Once this is done, head to the Sync & Connection page and tap 'Update Now'.
To read more about offline functionality, see the article here:
Field iD Mobile: Working Offline and the Offline Mode (zendesk.com)
Performing an Event on Multiple Assets
To perform an event on multiple assets you need to first click "Events" on the main screen, and next tap "Multiple Assets". On this next page you will be present with a find box that enables you to search for your asset. The find box works exactly the same as the find box mentioned above with the exception that you can find multiple assets and add them to your queue. Once all the assets you want to perform an event on are in your queue tap next to proceed. The next page will give you the option to choose the event type you want to perform on these assets. The event types listed here are the events that are common to these assets. Once you have selected your asset type, tap next to continue. Performing the event is the same as the above steps with minor differences. The first being that you can use existing values for some fields by checking a box named "Use existing values from the assets". Secondly, auto-scheduling is not available. However you can manually create a schedule that will be added to all the assets you are performing the event on. Submit is replaced by next which will take you to a screen showing you the assets you are working with and give you the option to submit. When tap submit the assets will disappear from the queue on by one until the event has been saved to all of them. Lastly you will be asked if you want to perform another event on those same assets.