Inspections - Visit List
Once the operative has successfully logged into the app, they will be shown the "Visit List" screen.
The "Visit List" screen will show the following:
Hamburger menu in the top left corner
The name of the screen ("Visit List")
Search/ filter icon (magnifying glass)
Weeks of the Calendar year and the day of the week
Current date
Visit list
There are two types of visits that will be displayed on the screen,
Inspections - shown with a tick box against the visit
Repair tasks - shown with a clock against the visit
The status is also displayed on the side of the visit card.
NEW
STARTED
Inspection - Visit Details
When an operative selects an inspection they will be taken to the "Visit Details" screen. This will contain the following:
Back arrow
Name of the screen
Visit reference number
Tab names (CONTACTS, INSPECTION, plot HISTORY)
Site details
Site Manager details
Green proceed button
The operative can tap on the green proceed button at any point in the Visit Details screen, doing so will navigate the user to the "On Route to Site" screen.
Tapping on the site information will launch the devices default navigation app and selecting the site manager's contact number will launch the device's phone screen which will be populated with the site manager's contact number.
Swiping left from the "CONTACTS" screen will move the operative to the "INSPECTIONS" screen.
The inspections tab will display the following information:
First Inspection Date
Last Inspection Date
CML Date
Plot Group
Sales status
House Type
Sales Class
Inspection Type
Checklist
Notes
The history tab will display the following historical information:
Inspections reference number
Inspector
Number of Issues
Number of closed issues
Inspection Date
If the operative taps onto the historical visit then they can view additional information such as the notes and issue details.
After the user taps the list item on the previous screen the app will display additional read only information regarding this inspection:
Inspection reference number
Inspectors name
Inspection date
Inspection checklist description
List of issues reported on this inspection
If there is no historical information for this inspection then a blank screen with ‘No Items’ will be displayed
Inspection - On Route to Site
The "On Route to Site" screen is shown only if the task is not active i.e. the user is not on site (they have not started the inspection). If the user has already started the inspection (on site) then the app will not show the "On Route to Site" screen.
In order to start the inspection the user will tap the On Site button. This will set this inspection visit as active task i.e. work in progress.
If the user taps on "NAVIGATE" then the mCare app will launch the default navigation app that is stored on the device and use this to navigate the user to the site.
Once the operative has arrived and selected "On Site" the application will show the "Actions" screen.
Inspections - Actions
The "Actions" screen will show a list of locations for the operative to inspect.
The "Actions" screen will show a list of locations with the number of check list items within each location. The Operative can select N/A if not applicable to carry out an inspection for that location. The toggle button will change to orange against the location where N/A has been selected.
If the operative taps on the ‘applicable’ tab then the app will show only those that have not been set as N/A.
If the operative wishes to return back to the main menu ("Visit List" screen) then they can do so by tapping on the hamburger menu button at the top-left of the screen (hamburger menu icon). This can be done at any part of the "Actions" screen.
This will give the operative quick access to the following screens:
Actions
Visit Details
Contact Details
Plot History
Info
All inspections must have a status in order for the operative to close this task .
Inspections - Actions - Inspection Items
When the Operative selects a location from the "Actions" screen i.e. Bedroom, Kitchen, Bathroom etc. the operative will be taken to the "Inspection Items" screen where they can see the checklist items for the location.
The top of the screen will display the name of the screen ("Inspection Items") followed by the inspection reference number ("00000122"), name of the location ("Bedroom"), the check list items and at the very bottom a pass all toggle button.
Each item can have one of the following status:
Pass
Fail
N/A
Subject-To
Selecting "Pass all" will allow the operative to pass all items for the location. The "Pass" status will be highlighted and the "Pass all" toggle button will change to orange.
If the operative taps on the "Fail" status, they will be taken to the "Inspection Issues" screen where they will need to add an issue.
Tapping on the add button will load the "Add Issue" screen where the operative can do the following actions:
Add description, this can be done by tapping on the drop down list and selecting the pre-populated selections, one of which will allow the user to enter a description manually.
Select a sub-location from the drop down list
select a category
Select Priority
Add issue notes
Save
Discard
Capture a photo
Tapping on the photo icon will give the operative the option to either attach an image from the gallery or to capture a photo using the camera. If the user selects to use the camera then the app will launch the default camera from the device. Notes can also be added against the photo.
The operative can delete the photo and note that they have captured by tapping on the delete icon.
The operative can continue to add photos depending on the limit that has been set in the configurations.
Once the operative has added an issue and taps "SAVE", they will be taken back to the "Inspection Issues" screen where the new issue that they logged will be displayed.
Here the operative can add another issue, view, amend or delete the issue that they had added or go back to the "Inspection Items" screen by tapping on the back button.
The Inspection Item screen will now show the "Failed" status for the respective checklist item and will also display the number of issues that were logged against the failed item.
Inspections - Actions - Meter Readings
The operative selects Meter Readings. To add a meter reading the operative will need to tap onto the green add (+) button
After the operative has selected to add a meter reading the "Add Meter Reading" screen will be displayed where the user can select the meter reading type. The fields displayed will change in accordance to the meter reading type that has been selected.
The keyboard will appear when the user taps on the field that they wish to enter data against. The app will either display a numeric or qwerty keypad depending on the character type of the field.
The user will not be able to proceed unless all mandatory data has been provided.
The following details are mandatory (if not completed the user cannot continue):
Select meter reading type
Serial number
Enter reading
The operative will also be able to add a photo. The user can either capture a photo using the camera from the device or choose an existing one from the gallery.
Notes can also be added against each photo that is captured.
The maximum number of photos that can be captured depends on what is set in the Coins ERP+ configuration (CCPHOTOMAXNUMBER)
If the operative wishes to discard the meter reading, They can do so by tapping onto the "X" located in the top left corner of the screen. if/when selected, the following message will be prompted to the operative to confirm their action.
Selecting "OK", the Meter Reading will be canceled and the operative will taken back to the previous screen
Selecting "Cancel", the operative will be able to continue to edit or save their readings.
If the operative selects "Save", the Meter Reading screen will now display the Meter Reading/s that was captured. The following brief Meter Reading information will be displayed against each reading:
Meter Reading Type
Serial Number
Reading
Number of photos captured
and the option to delete.
The Operative will also have the option to add another Reading by selecting the green add (+) button. Tapping on the back button
Inspections - Actions - Notes
Swiping left or tapping on the "NOTES" tab will display the "NOTES" screen.
Notes are not mandatory, however, if the operative wishes to continue without any notes then this will be highlighted in the 'COMPLETE' screen before submission.
This warning will not prevent the operative from continuing. Once this has been confirmed the operative can proceed to the next screen ('Visit List').
Inspections - Actions - Complete
From the previous screen, if the operative selects "COMPLETE" or they swipe to the left they will be able to view the summary of the task.
This will display the tasks that have been done along with the number of issues that were found.
Blue Information signs will identify "On Site"and "Completed" visit details
Red warnings will indicates mandatory fields/tasks that need to be completed.
Orange warnings will identify non-mandatory that were not complete
By tapping on a warning, the application will take the operative to the screen where the required information can be captured. After all tasks have been updated the user can proceed to the "COMPLETE" screen where they a green submit button will be displayed.
Tapping on submit will send the task data back to Coins ERP+ and will be removed from the visit list screen.





