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230413 mpro gemini 4.5 web user guide.indd

1. n the example the user wanted to go directly to Question 2 after Question 1 To enable this kind of flow need to make sure that Question 2 Is this a new Customer is populated in the following options boxes ErrorNextQuestionlD and SuccessNextQuestionlD Simply then click on the tick button A record for this dynamic flow will then appear on Question Flow main screen f the user selected Yes for Question 2 they need to go to Question 3 while if they selected No the user needs to be taken to the end of the Section To set up this kind of flow you need to Enter a value into the Compare Value box In this instance would write Yes without the speech marks into this field In the SuccessNextQuestionls box need to select Question 3 Has the Customer manual been given to the Customer This means that if the user selects the option Yes then they will be taken to this Question In the ErrorNextQuestionID need to select END FLOW This means that if the user selects No as the answer to Question 2 they will be taken to the end of the Section since there are no other Questions within this Section n order to make sure that the user is taken to the end of the Section after completing Question 3 simply make sure that the option END FLOW is selected in the ErrorNextQuestionlD and SuccessNextQuestionlD fields ou must do this for the final question
2. Editing an existing customer Te edit an existing customer you can do this by selecting the pencil symbol at the far right of the customer row a pF Deleting an existing customer So to delete an existing customer you can do this by selecting the delete icon which can be found next to the pencil icon at the far right of the customer row Adding a new customer o add a single new customer one at a time you can do this by selecting the Add New Customer tab which is located at the top left hand corner of the Customer Management Screen as pictured in the image on the opposite side On adding a new customer the following fields need to be filled in e Customer Code e Customer Name e Customer Address Road Town County Post Code e Telephone Number e Contact name amp email address e Depot Select if any the Depots the Customer is assigned to e Customer Logo this will display on mpro reports e Username amp password this is for the customer s access to tne mpro customer portal e Notify on late amp rejected jobs option if selected an alert will be sent to the email address in the customer email field e Enabled option in order to schedule jobs to the customer they need to be enabled Blue enabled fter selecting the Add New Customer tab the following pop out window will display which needs to be completed Add Customer Code Customer Name Road
3. Town County Post code Tel no Contact name Contact email Depot Customer Logo Username Password Notify on Late Jobs O Notify on Rejected Jobs O Enabled Ed Managing Customer Sites Zi sites can be viewed by clicking the filter icon located on the far left hand side of each customer column Ex Fitters Ciear Faters T r 616 879 Consectet 1st Credit Solutions OnSEC EU Upper Signal Hill Sites of Customer Ist Credit Solutions JI Add New Site Code Site name a Naper Naperville Newpo Newport News Editing existing Customer Sites nce you have accessed the Customer Site s view you are able to edit the existing information regarding these Sites by selecting the pencil icon which can be found on the far right hand side of the Site row Contact name Contact tel Contact emall Depot Enabled Notify on Job Schedule Motify on Late Jobs Notify on Rejected Jobs Adding a new Customer Site Te add a single Customer Site one at a time you can do this by selecting the Add New Site button see images on previous page It is important to note that Sites have individual information that can be different to that of the entire Customer For example the Customer normally holds the Head Office address of the Customer whereas the Sites are the addresses that are actually visited by a user he followi
4. you to monitor and view all Forms that have been completed by users on their smartphone PDA or tablet nce a Form has been completed by the user it will automatically synchronise back to your mpro website Details as to how you view amp run reports for completed forms is explained on the next page Filter Options in My Forms Editing Completed Forms s a web user in the My Forms screen you have the ability to D at the far right hand side of the My Forms main screen filter completed Forms by the following options is an option to edit completed Forms By clicking on the edit button you can changed the following fields e Number of days weeks months years e Customer e Site e Site e Completion Date of Form e Region e Internal Signature Name e Form Name e Date Time of Form Completion e Engineer User e Internal Signature Name e Contract e Score e Score Boundary Edit Audit Customer Site Completed At 20 02 2013 14 33 t the top of the My Forms screen there is the option to filter Completed Forms by a certain number of Days Weeks Months or Years See image below Simply type in the Number and then select from the drop down whether you want to search by Days Weeks Months or Years Internal Signature Name Completed Forms Show Last 7 Downloading Completed Forms n the My Forms main screen to the far right hand side of the page
5. Question Text Job Ref Humber Time of Arrival o edit a Question you need to click on the small pencil icon which is located at the far right hand end of each Question When editing a Question you will be presented with the following fields e Question Text e Weighting this is crucial if a Form is scored e Order the order of the Question within the Section e Description a place to add in further information regarding the Question e Question Type how the user will answer the Question e Required e Priority Question an alert is sent if the question is answered in a certain way e Look up e Form Type Job Ref Humber Question Text Job Ref Number Weighting 1 Order 100 Description Please enter the Job Ref No Question Type SingelineText Required O Priority Question LJ Lookup NOME Form Type AL Update Cancel he Question Text field is where you can edit the phrasing of the Question Question Weighting QU weighting is crucial for Scored Forms It is important to note that in order for the scores to correctly appear upon completion of the Form you will need to ensure that the Is Scored option is enabled on the Form itself Please refer to Editing Cloned Form details section to do this nce the Is Scored option within the Cloned Form has been selected you can go on to specify the Question Weighting of each Question within a Form Section The best way to ex
6. a Add new record Default Te add a new SLA you will need to click on the small black arrow gt located next to the Contract that you want to add the SLA to as described amp pictured above Simply click on the Add new record option and the following screen should appear which you will need to fill in Add SLA SLA name Response Hours Enabled Editing an existing SLA o edit an existing SLA you will need to open up the SLAs for that particular Contract To do this just click on the small black arrow gt located to the left of the Contract name as instructed previously A list of all the SLAs for that Contract will now be displayed To the far right of each listed SLA there will be an Edit option Simply press this in order to edit the SLA Deleting an SLA o delete an SLA you will need to open up the list of SLAs for that particular Contract details outlined above There will then be a delete option located to the right of the SLA Simply select this in order to delete the SLA Exporting to Microsoft Excel O the top right hand side of many of the mpro website screens next to the refresh button there is an option to export the information into Excel To export the information just click on the Excel icon m Refresh Personnel Leave ersonnel Leave ensures that Jobs are not allocated to users while they are on leave To view Personnel Leave click
7. Add Region to Site button see image above A drop down list will appear from where you can choose the Child Region that you want to add to the particular Site ochedulins a Job o schedule a single Job to a field user s PDA smartphone or tablet you will need to access your mpro Job Planner To add a new Job simply select the Add new Job button which can be found in the top left hand corner of the Job Planner see image below AddNewJob Select Teams amp Engineers OR se power e um mr i n fi nl E notes tasks Torms custom fields Client Ref PO Description Starttime 11 02 2013 1634 Endtime 11 02 2013 174 Customer Select Coston E Job Type Fix Contract Select Contras I Status Allocated Site ai Select SLA Location Priority Low nce this button has been selected the following box should appear image above with the following six fields written across the top of the box job details recurrence assistants notes tasks forms and custom fields The next couple of pages of this manual will describe these different fields and explain how you schedule a Job to a user Job Details Field following sections within the Job Details field are mandatory Client Reference Number PO Job Description Contract Site Location Job Status SLA Start and End Date and Time he start time and date of the scheduled Job will automatically default to your curre
8. Whenever grids are presented within the mpro gemini web client certain features are available regardless of Region the screen that the user is in e Grouping group by a column e Sorting Sort by a column by clicking on it Customer Site Click here to sort Your mpro Losin Screen our mpro website login screen should look something as follows image below Each mpro web user will have been allocated their own mpro username and password Simply type these into the relevant boxes and log in F FT Pier I finto UA if ia E CA Forgotten your password Version 44 5 0 3 Forgotten your mpro password f you forget your mpro website password simply click on the Forgotten your password link which can be accessed on the main mpro website login screen see text in red on the image above You will then be sent your mpro website password via an email Importing customer data n order to schedule Jobs to your engineers you will first need to import the correct data into your mpro system The data which you will need to import includes the following e Engineers e Customers e Sites e Jobs t is important to note that this can be done via two main ways in your mpro website You can either import bulk data i e importing lots of data all at once or you can import data individually i e import one Engineer at a time Which method you use is most likely dependent on the volume of
9. it is possible to enable amp disable i e turn on or off the Job Types For instance you may only want the Job Type Fix to display on the website Again just let us know the Job Types that you want to enable and disabled Job Types continued fter selecting the Job Type simply select the Job SLA if this is applicable SLA Intern al Quote Reactive Job Recurrences he Recurrence tab allows a user to create a Job based upon a pre defined or pre agreed schedule with a Customer An example of a recurrent Job would be to change the plug on my vacuum cleaner every week on a Wednesday for the next 3 months Rather than having to put in each individual instance of the Job mpro gemini will allow the user to enter the recurrence rule once and have it display each instance of the Job on the planner The Recurrence tab offers the following options e How often the recurrence happens daily weekly monthly yearly e Which day of the week the Job recurrence occurs Ability to specify an end date for the recurrence Te access the recurrence options as seen in the image below select the Recurrence tab along the top of the Job Details Box The wording Recurrence will appear with a small white box next to it You will need to select that box so that it turns blue The following options in the image below will then appear assistants notes iL Recur every 1 week s on O Sunday O Monda
10. pro gemini 4 5 web user guide Contents Functionality Overview mpro gemini web client features include Tips and advice Confisurable Features within mpro Contacting the Support Team Standard Workflow for the web user Common Web Based Functions Your mpro Login Screen Forgotten your mpro password Importing customer data Importing bulk customer data with mpro import wizard mpro navigation menu Configurable mpro website menu mpro Job Planner Timescale view of mpro job planner Job Planner colour coding Selecting Users Selecting Engineers or Contractors Park area in the Job Planner Extendable size of Job Planner Managing Customers Managing Customers Continued Editing an existing customer Deleting an existing customer Adding a new customer Managing Customer Sites Adding a new Customer Site Accessing Child Regions Adding Child Regions to Sites from the Customer tab Scheduling a Job Job Description Selecting a customer Job Priority Assigning a user to a Job Team Scheduling Job Types Job Types continued Job Recurrences Assistants 10 0 0 0 0 NNO VII Adding an Assistant Removing an Assistant from a Job Adding Job Notes Adding a Task to a Job Adding Forms to a Job Deleting a Form attached to a Job Adding Multiple Forms to a Job Custom Fields Tab Editing and Deleting Custom Fields Finish scheduling a Job Scheduling a Job from the Job Planner The Park Column Hover over Job to
11. Drop between users e Drag amp Drop between time slots e Double clicking a time slot to create a Job e Double clicking a Job to edit a Job e Deleting a Job Timescale view of mpro job planner he mpro Job Planner view automatically defaults to a 12 hour view the first time you log in If you select the 24 hour tab located at the bottom left hand corner of your mpro Job Planner you can change this view to a 24 hour format To change it back to 12 hours simply select the show business hours tab located in the same position Show 24 hours Show business hours dditionally you have the option of viewing your mpro Job Planner in a daily weekly monthly or timeline view The controls for this feature are located at the top right hand corner of the Job Planner see image on opposite side of page f you are using the mpro Job Planner in a particular view e g day week month the next time you log in to the mpro website it will automatically remember the view you were using and will default to that setting Job Planner colour coding I illustrated on the Job Planner image on the previous page different colours represent different Job statuses It is important to note that these colours are not defined You tell us the colours you want to display and we will configure this for you in the mpro database In the case of the Job Planner image shown on page 9 the following colours correspond to the follo
12. Enabled Update Cancel T save the changes you have made simply press update See image above Editing a Section within a Cloned Form o view the Sections within a particular cloned Form you need to select the small black arrow gt to the left of the Cloned Form name This will display and list all the Sections within that Cloned Form see image on following page Editing a Section within a Cloned Form continued sw Door Service CLONE Add new record Section Title Ref No and Timings gt Swing Door Operator Impulse Saftey Devices Closing Energies DL to the far right of each Form Section row is a small pencil icon which will allow you to edit the details within a Cloned Form Section hen you edit a Section within a Cloned Form you will be presented with the following fields that you can ediit e Section Title e Section Order i e The order this Section appears in the Form e Dynamic Section Enabled Ref No and Timings Section Title Ref No and Timings Section Order 100 Dynamic Section O Enabled E Update Cancel Seer order is written in 10s e g a Section with an order 10 will appear first in the Form a Section with the order 20 will appear second in the Form and so on In this instance the Section has an order number of 100 meaning that it will be the 10th Section to appear in the Form n a Dynamic Form a question presented to a user i
13. Location select the Job s priority from the drop down menu see below Assigning a user to a Job Ts assign the Job to a specific Engineer or Team simply select the Engineer Team drop down box and select the Engineer or Team you want Contract Mr Opal Mr Salmon Site O Mr Yellow Location Priority t is IMportant to note here that Engineers amp Teams need to be uploaded or added on to the mpro system first before they appear in this drop down box See instructions outlined at beginning of the manual Team Scheduling his feature enables you to group engineers into teams With team scheduling a specific Job can be scheduled for a Team of Engineers opposed to a single Engineer This means that any Engineer within that Team is able to accept the Job Once accepted the Engineer is also able to reject the Job should they need to In this case the Job will be made available for the remaining Engineers to accept tis important to note here that in order to set up a specific Team you will need to contact Crimson Tide who will be able to do this for you Simply let us know the Engineers you want to have in a single Team and we can set this up for you Job Types fter selecting your Engineer or Team select the Job Type from a similar drop down box If you would like to add in additional Job Types into the mpro system just let us know and the Crimson Tide team can add these onto your mpro website Also
14. Question Flow ithin the Form Editing section you also have the option to make Sections within your Forms dynamic As a refresher dynamic sections enable you to choose the questions your users answer based on their answer to the previous question For example if a user answers Yes to Question 1 they are taken to Question 4 while if they answer No to Question 2 they are taken to Question 2 here are some basic principles that need to be taken into consideration before you make any of your Sections within the Cloned Form dynamic he first being that you must make sure that the Is Dynamic option is enabled when you are editing or creating new Sections within the Form Please refer back to the Editing a been done you will need to select the Question Flow option which can be found at the left hand side of the Form Editing main screen form editing boum inean ane es by giving you an exam mple ed n order to make a Form dynamic you make the Sections within that Form dynamic Ser B within Form Y ha the following 3 questions Q1 Enter the Customer Name Q2 Is this a new Customer Answer options Yes No If Yes go to Q3 if No finish this section Q3 Has the customer manual been given to the customer End of Section n the example above you want Q1 to lead on to Q2 and then if the user answers Yes to Q2 you want Q3 to be presented to them afterwa
15. Store he Doc Store allows you to upload PDF JPEG and PNG files and documents which can then be made accessible to the Engineer on their smartphone PDA or tablet to aid work completion Documents could be anything from certificates or work manuals to photographs hen uploading documents to the Doc Store you have the ability to associate the document with a particular Job Type e g Fix Internal Reactive or with a particular Form or both This means that when a Job is scheduled to a user under that Job Type and or with that particular Form attached the document will automatically appear on their smartphone PDA tablet for them to download to assist them with the Job in hand Adding a document to the Doc Store Te add a new document to the Doc Store simply click on the Upload a Document button located in the top left hand corner of the screen Upload a Document nce selected you will need to upload the file PDF PNG JPEG enter the name of the document and whether you want to document associated with a particular Job Type and or Form File Name Description Job Type NONE Form ae OE Searching the Doc Store bove each column in the Doc Store is a filter option You have the ability to search the Doc Store via the following features File name Description Upload date Job type and Form Viewing documents on the Doc Store Yo have the ability to view documents already uploaded on to the Doc Sto
16. can have many Sites e g York Bristol and Southampton e Users Individuals who use the mpro website are usually referred to as web users in the manual while individuals who use mpro on smartphone PDA or tablet are either referred to as Users or Engineers throughout the manual Engineers refers to the individual who uses mpro on a smartphone PDA or tablet PDAs or smartphone tablet is a device that the field based user requires to complete their jobs out in the field Job Types is a descriptive term used to identify specific types of Jobs Examples of Job Types in mpro include Scheduled Audit Fix Reactive and Quote Job Statuses is used to indicate the current status of the job in terms of the overall workflow of the mpro semini system Generally Job Statuses start at Allocated and finish at Completed Recurrence Recurrence Rules are the rules by which a specific job should re occur For example every 2 days every 3 weeks on a Monday or every hour mpro gemini allows office based staff to create complex Recurrence Rules for their jobs Jobs A job relates to a single Customer amp Site It consists of a description start date end date optional Recurrence Rule and a smartphone user that will complete the job Job Journals are used to record events against jobs within the system They normally log events such as job creation re scheduling and completion When a Job Journal entry
17. data you have to import his manual will first take you through the importing of bull customer data Described below Individual imports will be explained later on Importing bulk customer data with mpro import wizard n order to import bulk customer data you will need to access the import tab located on the mpro main menu his import wizard is designed to be as user friendly as possible taking you through a step by step guide of the data import It will not let you import data that has not been formatted in the correct file types efore you start your data import it is crucial that the data has been correlated in Excel and has been saved as a csv file select entities select file Import your Jobs Customers Sites and Engineers amp Jobs Need an example fie cick here O Customers Need an example fie click here O Sites Need an example fie click here O Engineers Need an example Fle chek here Select File f you want to double check that the data is in the correct format before you start the import simply select the Need an example file option next to the data that you want to import see above image pon importing your data select the entity that you want to import Jobs Customers Sites Engineers Then select the file you are going to upload You will then be presented with a preview of your file which you will need to confirm or decline before you upload nce uploaded the data
18. his device too An Assistant will always be subsidiary to the main Engineer and can only view a Job not complete it Removing an Assistant from a Job fter you have clicked insert to add the Assistant Engineer to the Job the Assistant will appear in a similar fashion to the image below Add Assistant Assistant Mr Ruby o remove the Assistant simply click on the delete button which is located to the right of the newly added Assistant Adding Job Notes S a web user you have the ability to add Job Notes to a scheduled Job This area can be used for adding any office notes that are relevant to the Job e g door codes This information will appear on the Engineer s smartphone PDA or tablet currence assistants notes ETEF Doer key code L234 Office Notes Adding a Task to a Job hen scheduling a Job you also have the option of adding extra Tasks for the Engineer to complete while on the Job The Tasks tab is located along the top of the Job Details Box when scheduling a new Job Add a task Add a task Collect Quantity 1 Collect parcel from the front desk Category Description Type RESO Task Order Insert Cancel fter selecting the Tasks tab click on the area that says Add new Task A pop out box as pictured above should then appear In this instance used the example of collect parcel from the front desk as the Task The Category option refer
19. is created mpro gemini logs the current date time the user that performed the action an action description and when something changes both the old and new values User Leaves are the entries that office based staff can manage to record when a user is not going to be available Standard examples of User Leaves are Holiday or Sick Job Task A job can have job tasks associated with it Each job task is a separate item that must be completed answered on a job Task Category Job Tasks are divided into categories that give an overview as to the type of tasks present within the system Some examples of task categories are Certify Test Clean and Service Task Type Every task added to a job will have an associated Task Type Task Types uniquely define the type of interface that will be presented to the Smartphone user when completing the Job Task For example a Task Type of RAG indicated that the Job Task will be presented to the user with the options of Red Amber and Green on the Smartphone client Child Region are collections of sites that have been grouped together for example one could group sites by region or division into individual child regions A child region is assigned to a parent region Parent Region are used to collectively group child regions together For example Great Britain as a parent region would have child regions of England Scotland and Wales Fo
20. new part category option Category NONE Enabled E Add New Part Category Add New Part Category Category Mame Part requires a Part Number and a Part Name l associated with it It is also possible to add a Enabled Description Trade Cost amp Customer Cost to the part to make invoicing much more simple s with Assets you will need to add in the Make Yo simply need to enter a name for the Part Category Model of the Part if it is not already present in the and then make sure it is enabled and select the small drop down selection To do this simply click on the tick icon This Part Category will now appear on the Part Make Model option to the left hand side of the screen Category main screen Part Sub Categories ou have the further ability to sub categorise your Part Categories For example you may have a Categories called Computers but then want to make subcategories called Ink Memory Screens and Internal Storage T view all of the sub categories of a Part Category make sure you are on the Part Category main screen Then select the small black arrow gt next to the Category If sub categories have already been created this will bring down a list of all of them Cleaning Products Add Subcategory Exterior Cleaning Floor Cleaning Window Cleaning Adding a new Part Sub Catesory Te add a new Part Sub Category simply click on the button th
21. of the Make and whether it is enabled or disabled Adding a new Model o add a new Model to a Manufacturer you will need to be on the Make Model main screen Select the Make manufacturer that you want to add the new Model type too by clicking on the small black arrow gt located next to the Make name Then click on the button that says Add Model for this Manufacturer A pop out window illustrated on the opposite side of the page will appear whereby you need to add in the name of the Model and make sure that it is enabled box coloured blue if you want the Model to appear on your mpro system I Add Model for this Manufacturer TF Model Name Zz Enabled H In amp ert Cancel Editing an existing Model o edit an existing Model on your mpro system you will need to access the Model first To do this select the small black arrow gt located next to the Make manufacturer that the Model is listed under Once all of the Model types have been listed select the edit button to the far right of the Model you want to edit You have the ability to edit the name of the Model and to decide whether that Model is enabled or disabled By disabling an Model it will no longer appear on the user s smartphone PDA or tablet side of the screen Once selected a list of all of your Engineers will display along with their associated telephone number Users ab he Users tab located in
22. on the Personnel Leave tab located in the mpro navigation bar Adding Personnel Leave lick on add new record to add a new item of Personnel Leave Manage Personnel Leave Add new record he following screen will display from where you will need to select the Engineer the type of Leave they have requested along with the start and end date of the Leave You will need to select the small tick icon in order to save the Leave Add Personnel Leave Barrie Whipp Start Date Leave Type Holiday uM End Date Editing and deleting Personnel Leave records ON the main Personnel Leave screen you have the option to edit or delete Personnel Leave records To edit click on the pencil symbol To delete click on the small black x Filtering Personnel Leave he main Personnel Leave screen allows you to filter Personnel Leave by the following options e Engineer name e Description i e Type of Leave selected e Start Date of Leave e End Date of Leave tis also important to note that mpro gemini uses Personnel Leave simply as a viSual indication on the Job Planner It will still be possible to schedule Jobs against a user that is on Leave for whatever reason This is to increase the flexibility of the Job Planner where special circumstances may apply e g a user is on holiday but is still working My Forms Tab y Forms tab is located on the main mpro navigation bar This area of the website allows
23. scheduling a Job from the Job Planner ou can also schedule Jobs to Engineers via the mpro Job Planner The Job Planner has been specifically designed so that time slots are displayed as rows and that Engineers Teams are displayed as columns To schedule a Job from the planner simply click on the column of the Engineer you want to schedule the Job to and at the correct time By doing this the Job scheduling box will appear Instructions as how to complete this are outlined from pages 16 23 The Park Column he Park column listed at the far left hand side of the Job Planner is an area that allows you to store Jobs that have not yet been allocated to an Engineer or Team Hover over Job to see Job Details Hove s over a scheduled Job in the Job Planner allows you to see all of the details of the Job see image below e edule ST O OOOO Job Type Door Service Ref 1 24495183 Visit Mo 195 Description need barne to repair lift in south buliding and let Dan with him Contract Default Contract Customer Military Supplies Co Location Default Location Site Scottsdale Tel 01575 401115 Start date 15 02 2014 09 00 00 End date 15 02 2014 17 00 00 SLA date 15 02 2014 09 00 00 Status Allocated Scheduler Admin Movins a Job in the Job Planner Re scheduling a recurrent Job D the Job Planner you have the ability to move he mpro system will allow you to mov
24. sent via email Advanced search sorting and when certain events occur and includes real time web based complex filtering of jobs and users reports providing up to the minute information to office staff from Service Level Agreements the field based users Outlook Style calendar with Day Week Month Timeline views Schedule by Field User skillsets Scoring system for forms Time Date stamping Multiple job task categories and task types Dynamic and quick flow styles and priority questions Multiple forms per job Attach User to Depot and or Team Region or Sites Record personnel leave and employee skillsets Customisable reports section Tips and advice Deve you start reading the manual and while reading through it is highly recommended that you familiarize yourself with the flow chart below This outlines the relationship between major features within the mpro software i e the relationship between Customers and Contracts Regions Sites and Depots and vice versa Customers A Customer can Multiple Contracts have multiple Sites can be associated associated with it with each Customer Sites Contracts You can have multiple SLAs per Contract Locations EH Depots SLAs Multiple Locations Sites can be Customers and Sites can be associated assigned to more can only be assigned with a Site than one Region to one Depot Configurable Features within mpro tis also important to not
25. 93 Test 096 1 314 00 1 315 00 Dyson DC24 Computers Memory 5 Edit 087 097 097 97 00 97 00 Renault Megane Computers Memory Edit 098 098 098 98 00 99 00 Dyson DC23 ben an E Edit Cleaning Products Exteri i 099 1027 1027 1 027 00 1 028 00 Dyson DC23 aoe ee E Edit Printer Cartridge Black Ink 1 24 8 50 None None Computers Ink Edt y adding a Part on to your mpro website Users Engineers will be able to search for this particular Part on their smartphone PDA or tablet and add it to an Asset if used on a Job and follow the instructions listed in the Assets section a couple of pages back Adding a new Part T2 add a new Part you will need to click on the Add new Part button on the Parts main screen A pop out he Category option is explained below and you must window will appear which needs to be filled in also make sure that the Part is enabled box coloured blue in order for it to appear on your mpro website Add New Part Add New Part Parts Categories Part No ou have the ability to categorise your Parts You will need to create the Catesory first before you can allocate the Part to the Category Examples of Description Part Categories could be Vehicle Cleaning products Part Mame Trade Cost Stationary Customer Cost T2 add a Part Category click on the Parts Categories Make Modeh ALL option along the left hand side of the screen Then select the Add
26. To add more field users to this Depot continue this process Ss to office users it is important to note that in order to add a field user to a Depot that field user must have been added on to your mpro system first otherwise they will not appear in the drop down box Editing Depots o edit a Depot click on the edit button located at the far right hand side of the Depot on the main Depot screen This will only allow you to edit the name of the Depot Deleting Users in Depots ou have the ability to delete office and mobile users from a Depot To do this you will need to view all office or mobile users associated with that particular Depot by double clicking on the corresponding pencil and paper icon Simply select the delete option next to the web or office user located on the far right hand side Assets and Parts he Assets and Parts tab is located in the mpro main navigation menu An Asset is any particular object that is owned by your company e g a car a fridge a tractor a computer etc A Part is something that is needed to repair or fix your Asset For example you may need to replace the window screen Part of a car Asset mpro allows you to create Assets on your mpro website which smartphone PDA or tablet users can then search for on their device Assets can also be related to particular Jobs Similarly with Parts you have the ability to add Parts on to your mpro website which users are then able
27. Types just contact the Crimson Tide team and we can add these on to your website for you Priority Questions tis possible to define Priority Questions within mpro Users will subsequently be alerted if any of these Questions fail or if they cause an exception To enable a Question as a Priority Question please advise a member of the Crimson Tide support team Look Ups Bees allows you to select any particular field already in mpro i e Engineers Contracts Sites and to display it on the Question in a drop down box format To activate any particular field within your mpro system into Look Ups please just contact the Crimson Tide support team who will be more than happy to assist Adding a new Question to a Section of a Cloned Form elect the small black arrow gt next to the Cloned Form that you want to add the Question to This will bring down a list of Sections within that Form Then select the small back arrow next to the Section you want to add a Question to and select the Add new record option You will then be presented with a list of options to complete as outlined in the Editing Questions within a Section of a Cloned Form section outlined on the previous pages Form Boundaries n the Form Editing main screen you also have the option to edit the Boundaries of your Cloned Forms Form Boundaries are only relevant to Scored Forms Each boundary is allocated a different colour and so upon c
28. ab on your main mpro navigation menu as outlined at the beginning of the manual the Description Field i e Location Names for each of these Customers amp their Sites will automatically populate to Default Location You will need to manually edit the name of the Location from Defualt Location to the Location name that you want Single Location import VOI have the ability to add a single Location by selecting the Add new record button located above the window displaying Customer Site amp Location information pop out box should appear which you will need to fill in Add Location Customer Site 1st Credit Solutions Naperville Code Description Barcode Enabled ou will need to select the Customer amp associated Site from the drop down box You will also need to enter the Site Code The Description Box is where you will add the Name of the new Location that you are adding The barcode field is optional n order to ensure that the Location is activated you need to make sure that the Enabled box is filled blue White means that the Location is disabled To save the Location click on the small tick at the bottom of the pop out box The Location has now been added to your mpro website Edit an existing Location Regions T2 edit an existing Location simply click on the small pencil icon he Regions tab can also be found in the mpro main navigation at the f
29. ar right hand end of the Customer Site Location column menu Regions are important when it comes to generating n reports reports are explained later on in the manual Deleting an existing Location T i Parent and Child Regions T2 delete an existing Location click on the small X which can also be found at the far right hand end of the Customer Site egions are grouped into Parent and Child Regions thus Location column A rozina merci es For example Parent Regions Grouping Locations by Drag and Drop option n the Locations field you are sort data populated in each individual column e g you can sort by the Customer Site Site Code Description amp Barc S alphabetically this will help you easily access st e data that you are looking for To sort data by a particular column e g the Customer column simply drag that column up to the blue section that Parent Region View reads Drag a column header and drop it here to group by that column nce you have selected the Parent Region View you will have the option of adding Parent Regions to this section Once Parent Regions have been added they will display in this area as shown in the image below Te un group simply drag the field away from this area and the pase will display as before gt England gt France gt Free State gt reend Adding new Parent Region o add a new Parent Region make sure that the Parent Region op
30. at says Add Subcategory Enter the name of the Sub Category and then make sure that it is enabled Make and Model his section of the Assets and Parts tab allows you to add the Make and Model types of your Assets and Parts In order to add an Asset or Part on to your mpro system as outlined on the following pages you will need to specify the Make and Model of those Assets and Parts first Make and Model main screen he Make and Model main screen lists all of the manufacturers i e Makes that you have on your mpro system By selecting the small black arrow gt icon next to each manufacturer or Make a drop down list of all of the Models for that Manufacturer Make will appear see image below I Add Model for this Manufacturer iPhone 5 Phone3G Adding a new Make T2 add a new Make or manufacturer simply click on the Add new manufacturer option in the top left hand corner of the screen A pop out window as shown below will need to be completed Fill out the name of the manufacturer and make sure that it is enabled the box is blue Add New Manufacturer Add New Manufacturer Manufacturer Enabled E Editing an existing Make ake sure you are on the main Make Model screen To edit an existing Make manufacturer you need to click on the Edit button which is located to the far right hand side of each listed Make You then have the ability to edit the name
31. ds will not receive an email once a Form has been completed or if it should fail y selecting the small black arrow gt next to your Child Region you will be presented with the option to Assign a Site to a Region Simply click on this option and then choose the Site from the drop down box to which you want to associate the Child Region to I Assign Site to Region Editing a Child Region o edit a Child Region simply select the Edit option which is located at the far right hand area of the Child Region column Deleting a Child Region O delete a Child Region select the Delete option which is also located at the far right hand area of the Child Region column Job Confirmation Emails he two middle columns displayed in the Child Region view are very important When a particular Form is completed on a user s smartphone PDA or tablet the mpro system sends a confirmation email to the particular email address listed Alternatively if the Form fails an email alert is sent to the email address in the Form failure column These two email addresses need not be the same qxForm Completion Emad qxromm Failure Email supportQicrimsontide co uk support crimsontide co uk Contracts Overview of Contracts ll Jobs on the mpro system are associated with particular Contracts To view the Contracts screen simply select the Contracts tab located in your main mpro navigation bar You can see how many c
32. e 1 5 could have a value of 4 instead of 1 This will obviously change the overall scoring of the Section To change the value of these Answer Types you will need to contact the Crimson Tide support team Question Order QU order is very much the same to Section Order The order refers to the order the question will appear in the Form Order is written in 1Os i e a Question with order 10 will appear first in the section and a Question with the order 20 will appear second in the section Description Field he Description field gives you the option to add in any additional notes descriptions that will aid the user to complete the Question Question Type uestion Type refers to the format the user will use to answer the Question For example the Question Type could be a Yes No option whereby the user has to answer either Yes or No to continue on to the next question Alternatively the Question Type could be a Single Line Text Box where the user can type in their own answer The different Question Types available are e Single Line Text Box e Multi Line Text Box e Yes No option Yes No Na option Yes No Yes requires further notes e Yes No No requires further notes e Photo e Signature Capture e Date e Date amp Time e Combo box select from a range of answers e Multi combo box select lots of answers e 1 5 scores select a number from 1 5 e 1 10 scores select a number from 1 10 or any additional Question
33. e a scheduled Job in the Job Planner to a different a recurrent Job in the Job Planner to a time slot This action will subsequently change the time different time slot however it is not possible of the Job and these details will also change on the to now make this particular Job recurring To SEE Engineer s smartphone PDA or tablet For instance symbolise this a small red cross will appear er you may want to move a Job for Mr Green at 1pm on through the black recurrent sign in the top Monday 31st January to 4pm that day left hand corner of the scheduled Job TO move a Job simply click on it and then drag it to Job Completion Notes your desired location on the Job Planner Ore a user has completed a Job on their smartohone PDA or tablet they will be prompted to enter Job Completion Notes It is possible for the Editing a Job in the Job Planner VOI can edit a scheduled Job in the Job Planner web user to view these notes on the scheduled Job simply by double clicking on the Job in the Planner To do this the Job must appear green in the Planner Double click on the Job and then select Deleting a Job from the Job Planner the Completion Notes field which is located at the top right of the scheduled Job box he web user is able to delete a Job or recurrent Job from the Job Planner by hovering over the Job and then clicking the small X icon that appears in the top right hand corner of the Job BY double clicking on the C
34. e before you start to familiarize yourself with this manual that there are many configurable features within your mpro system What is meant by this is that there are multiple features within the mpro gemini website that can be turned on of off depending on the needs of your organisation If you would like any of these features enabled or disabled please just contact the Crimson Tide team who will be more than happy to assist you ost of the configurable features within mpro gemini 4 5 lie within the main mpro gemini navigation menu near the top of the website screen These include e Doc Store e Assets and Parts e My Forms e Reports and the reports contained within this section are configurable e Depots e Contracts e Import Wizard here are also multiple features when scheduling a Job from the website that can be turned on or off e Auto Job Number mpro will automatically create Job numbers e Assigning Jobs to a Team e The Park User whether this is displayed in the Job Planner Adding Forms to a Job Adding Assets to a Job e Adding Parts to a Job e Adding Tasks to a Job e Adding Documents to a Job Contacting the Support Team Fe any enquiries questions or requests Such as turning on or off any features within the mpro gemini website the Crimson Tide support team are always here to assist you BS methods of contact are Head Office 01892 542 444 Email support crimsont
35. ection Exporting to Microsoft Excel Geolocation System Requirements Software Requirements Firewall Considerations Terminology 48 48 49 49 50 50 51 51 52 52 53 53 53 53 53 54 54 54 55 55 55 55 55 56 56 56 56 56 57 5 57 57 58 58 58 58 58 58 Welcome to mpro semini si mpro semini is a powerful web based scheduling reporting and alerting application part of the mpro solution from SS Crimson Tide Single recurring and ad hoc Jobs and Forms can be sent to field users for completion Reports and alerts are customisable and can be exported and delivered by email The associated mpro field user app runs on the very latest smartphone tablets and pdas It uses html5 and css3 and sends and receives information hosted on Microsoft s Windows Azure platform mpro can communicate over the mobile phone network Wi Fi and cradle mpro is compatible with iOS Android and Windows Phone 8 devices Functionality Overview mpro semini web client features include mpro gemini is a complete mobile data system that enables One off and recurrent scheduling of jobs organizations to schedule one off and recurrent jobs to the Jobs pushed to smartphone tablet pda smartphone PDA or tablet of field users so that they can complete Scheduling of jobs to an individual tasks on the go team secondary user or contractor as well as temporary Park pro gemini also features pre defined alerts
36. ide co uk Twitter CrimsonTideMpro Stay updated with our news and new features Tweet any feature requests too simply by tweeting the request and adding the hash tag mpro5FR to the end of your tweet These requests will go into review for future mpro upgrades and releases Filtering results displayed on the screen can be filtered when the filter symbol is displayed Standard Workflow for the web user pro gemini allows a user to create a job for an Nengineer to complete on a one off or recurrent basis The current workflow of an unmodified mpro semini system is as follows e Office based user logs in to website e Double click on web based planner or clicks Add Job to select job start time and lead user e Job information can then be selected and assigned Expand Collapse certain online grids within the mpro gemini website are hierarchical A parent row can relate to many child rows For example a toa cd Customer has many Sites or a Contract has many e Associated tasks forms assets and parts can then ole 7 eee child rows the web paced uer s sa aaa RENT will be able to click on the Expand Collapse arrow SERES a Se org ee gets AL E icon In this instance England is the Parent Region and London is the Child Region e If the job is allocated it will be then sent to the Sl smartphone PDA or tablet of the field user Common Web Based Functions e Assign Region to Parent
37. ion Report Form Export Report Form Question Performance Report Form Section Performance Report Job Export Report Yearly Summary Report it is also possible for us to generate any other Reports that you require for your business or organisation These newly created reports will appear under the Reports tab of your website Exporting to Microsoft Excel n the top right hand side of many screens next to the refresh button there is an option to export information to Microsoft Excel by clicking on this button 2 Refresh Geolocation WE currently record latitude longitude against every completed Form and every completed Job While this feature is enabled for every mpro solution we can turn it off should you want System Requirements Software Requirements he following browser requirements are needed for any client workstation accessing the mpro gemini website e Browser Internet Explorer 7 e JavaScript JavaScript fully enabled Firewall Considerations pro gemini uses SSL for communication between the device and the cloud SSL enforces 256 bit encryption whilst data is being securely transmitted from end to end This ensures that the connection is secure between the client to the cloud and the data being transmitted is also heavily encrypted Terminology pro gemini components have been outlined below e Customers is a client of Customer Name e g ACME or Microsoft e Sites A Customer
38. is a piece of equipment that can have a job assigned to it and may have parts and warranty information attached to it A Job may be scheduled against an asset on a recurring or nonrecurring basis e Parts are items that are attached to an asset which does not qualify as an asset in its own right Parts may need to be attached to Assets on a regular basis e Depot is a place where an Asset may be allocated A depot is also where an Engineer or Contractor may be assigned to e Assistants are fieldworkers required to assist in a Job Contractors are Engineers which are not employed by your orsanisation but who may still have jobs allocated to them e SLAs Stands for Service Level Agreement where your organisation must complete a job within a certain timescales Support just contact our support team on 01892 542 444 who will be more than happy to assist you zu any issues with your mpro gemini website please pro semini 4 5 web user guide mpro gemini user guide
39. ll need to click on the Add Parent Region option You now have the ability to search for Child Regions from the drop down box and associate these to the Parent Region See image below Region E mingham v X Editing a Parent Region o edit a Parent Region simply select the Edit option located at the far right hand end of the Parent Region row Then edit the details of the Parent Region Deleting a Parent Region T2 delete a Parent Region just press on the delete button that is also located at the far right hand end of the Parent Region row Child Region View ted the Child Region Yo need to make sure tha ess the Child Region option from the Region t view parent regions child regions he Child Region view displays the following information sorted in different columns You can filter by each column e Child Region Name e qxForm Completion Email email alert sent on completion of Form e qxForm Failure Email email alert sent on failure of a Form e Portal Username e Portal Password ou will need to add Child Regions first before they appear in this area Adding a new Child Region o add a new Child Region simply click on the Add Region button located in the top left hand corner of the page A pop out box will appear which you will need to complete Add Region Region Name qxForm Completion Email qxForm Failure Email Portal Username Portal Passwo
40. lowing pop out box will display that needs to be completed Add Contract Contract Mame Address 1 Tel Ho Customer 1st Credit Solutions 1st C Address 2 Contact Name Abbreisted Name Address 2 Contact emat Notify on Job Schedule CJ Post Code Enabled Motify on Late lobe O Matify on Repected Jobe O t is IMportant to note that you must ensure that the enabled box is checked blue in order for the Contract to be enabled and added on to your system Email alerts for Contracts Yo can associate an email address with a Contract If the Notify on Job Schedule Late Jobs and Rejected options are enabled then email alerts will be sent to this particular email address should any of the latter occur Associating SLAs to Contracts y default if you import Customer data via the import wizard import tab on the main mpro navigation bar default SLAs will automatically be created against the default Contract for that Customer The defaults SLAs are as follows 24 hours 36 hours and 72 hours You are however able to edit these default SLAs as explained on the following page Viewing SLAs O view SLAs for a particular Contract just click on the small black arrow gt located next to each of your Contracts In this instance image below the name of the SLA is Default and to the far right of this row you will find a column titled Response Hours Adding new SLAs Default Crimson Tide Cri SLA for Contract Default
41. n the image above are able to associate a value with each field this could To delete this Form there is a delete option on the far be a number of word All of this extra information will right hand side of the Form Simply select that option appear on the users smartphone PDA or tablet when they receive the Job Jobdetals recurrence assistants notes tasks Forms custom fields Field Name i i mE Price of Jab is this a demo Hame of Pet Pricing Levet o add any specific Custom Fields to this section just get in touch with the Crimson Tide team who will assist you Editing and Deleting Custom Fields Ore you have accessed the Custom Fields tab a list of custom fields will be displayed See image on previous page To the far right of each Custom Field you will have the option to either Edit or Delete Editing will allow you to add in a value for the Custom Field and deleting will delete the Custom Field from this view Once you have completed either of these options you will need to select the save button in the bottom right hand corner Finish scheduling a Job nce all of the relevant fields in the Job scheduling box have been filled in i e Job Details Recurrence Assistants Notes Tasks Forms Custom Fields you want to click the save button in the right hand corner which will ensure that the Job is saved to the mpro Job Planner amp that it is scheduled to the user s smartphone PDA or tablet
42. ner It is also possible to alter the size manually by hovering over the vertical end of the Job Planner until it goes blue then move to the desirable size Managing Customers he customer management screen can be accessed by selecting the Customers tab located in the navigation menu he user is presented with a list view of current customers as shown by the image on the next page In this view each customer has the following information associated with it e Customer Name e Customer Address Road Town County Post Code e Telephone Number e Contact Name e Depot i e which Depot s this customer is assigned to Depots are explained later on in the manual e Customer Logo This logo will display on the mpro reports that you run e Enabled Blue box means enabled white means disabled Managing Customers Continued Cstomer Management Screen below customers eran Manage Customers Drag a cotum header and drop here in group Ey that column Add New Customer Ex Filters Customer Hame a So Town Counby Post code T T T 618 878 Consectetuer mE La Upper Signal HA o Durham Tui 10 ar Refresh Enabled T Contact name Ede Del T 01331 327244 1B8S2 42444 Tea Name ees pens Ho Logo 01225123123 Mr Tesi meon LL Me Lego 01437 855295 Aaron Rope Tonbridge School No Logo n GN 0 XO x xX X X 01882 Salassa Erion Tide ALL m Dro x Empi ya
43. ng fields are associated with each Customer Site and need to be filled in Site Code Site Name Site Type Site Address Road Town County Post Code Contact Name for the Site Contact Telephone Number for the Site Contact Email for the Site Depot the Site could be associated with a particular Depot Enabled the Site needs to be enabled in order Jobs to be scheduled to the Site Blue box enabled e Notify on Job Schedule Late Jobs amp Rejected Jobs options if these are enabled and the Contact Email Address for the Site has been filled in an email alert will be sent to the email address upon the occurrence of any of the above Blue box enabled Accessing Child Regions he Customer Management Screen allows you to view existing Child Regions and to add new Child Regions to Sites To access Child Regions you need to bring down the list of Sites for that Customer as explained on the previous two pages You can then access Regions for that particular Site by selecting the small black arrow symbol on the left hand side of the Site Column see below Add Mew Site Code Sie name a T o Naper Napervile Adding Child Regions to Sites from the Customer tab Ao you are able to associate a new Child Region to a Site you must make sure that the Child Region has been added into Regions section first details described later on Once the Child Region has been added to the Regions section simply select the
44. nt time and date To alter the start and end time of the Job simply click on the time and date boxes and a drop down calendar or list of times will appear TEMESE 1703 February 2013 T F 31 1 7 5 14 zi da rj Job Description he area in the Job Details field titled description is where the web user can enter a Job description for the user For example the user may be required to fix the front door These would be the details that go in the description box Selecting a customer n order to schedule a Job to a field user you will need to select the customer for whom the Job is being completed for It is important to note that you must have imported your customer data first as outlined at the beginning of the manual before you are able to schedule Jobs for them If this is the case your customers will be populated in the customer drop down box To access this drop down box simply click on the small arrow to the right of the customer box and then select the customer you want to schedule a Job for After selecting the customer you can select the appropriate Site Contract amp Location in a similar fashion Customer Contract Select Customer Cite lst Credit Solutions Acme Import Corp Location Coombe Banke Builders Priority Crimson Tide Customerl Engineer Job Priority nce you have selected the Contract Site amp
45. nterval e Is monthly Is the Form completed on a monthly basis Important for generting reports e ls scored Is the Form scored Detailed Report Do you want a detailed report for this Form when you run the report continued on next pg Requires Client Sign off e Requires Internal Sign off e Quick Question Flow Whether a Form has dynamic sections e Enabled e Modify Date Selecting a Form to clone o choose a Form to clone you will need to select that Form from the drop down box titled Select a Form to copy Door Service Copy Selected Form On you have selected th e Form you wan to copy and clicked on copy selected form a messase will pop up asking you if you want to copy this form If you do click Ok he new cloned Form will subsequently appear on the main Form Editing screen The Form will have the following name TForm Name CLONE see image below Editing Cloned Form details n the Form Editing main screen where all Cloned Forms are listed there is a small pencil edit icon located to the far right of the screen Click on this icon if you want to change the name of the Cloned Form or any other details regarding the Form Door Service CLONE Description DeorSemice CLONE Interval Is Monthly Is Scored Detailed Report Requires Client Sign Ott Requires Internal SignOf Quick Question Flow E 0 O0 m E O0 0
46. ompleted Forms Form Editing Section Form Editing Main Screen Selecting a Form to clone Editing Cloned Form details Editing a Section within a Cloned Form Editing a Section within a Cloned Form continued Adding a new Section to a Cloned Form Editing Questions within a Section of a Cloned Form Question Weighting Question Order Description Field Question Type Priority Questions Look Ups Adding a new Question to a Section of a Cloned Form Form Boundaries Specifying Form Boundaries Dynamic Question Flow Depots Depot main screen Adding a new Depot 33 33 34 34 34 34 35 35 35 36 36 36 36 37 37 37 38 39 39 40 41 41 42 43 43 43 43 43 44 44 44 45 47 47 47 Adding Office Users to a Depot Adding Mobile Users to a Depot Editing Depots Deleting Users in Depots Assets and Parts Adding an Asset Assets and Depots Editing Assets Parts main screen Adding a new Part Parts Categories Part Sub Categories Adding a new Part Sub Category Make and Model Make and Model main screen Adding a new Make Editing an existing Make Adding a new Model Editing an existing Model Users Tab Managing Web Users Managing Engineers Editing Engineer details Adding New Engineers Doc Store Adding a document to the Doc Store Searching the Doc Store Viewing documents on the Doc Store Reports Running a Report Job Completion Reports Form Completion Reports Configurable Reports S
47. ompletion Notes tab the tis important to note that certain Jobs i e those that user s Completion Notes for the Job will display have already been completed cannot be deleted See below tis also important to note that mpro does not provide EET details recurrence assistants not any ability to recover deleted Jobs Please use this iti consented concia that I completed the job and that all went well functionality with care scheduling Jobs based on Engineer s Skills tis possible to assign specific skills to Engineers and to then group Engineers by those skills categories When scheduling a Job web users can search for Engineers on the mpro website and make a choice based on desired skills amp abilities Setting up Skills on your mpro system 9 us know a list of Skills that you want to search by and we will happily add these on to your mpro system A skill could be electrician plumber Windows Office 365 specialist cardiovascular nurse specialist etc Assigning Skills to a User Qv your desired Skills have been uploaded on to your mpro system they can be associated to specific users Engineers Simply let us know which Skill you want to associate with which user and we will set this up for you Assigning Jobs to skill holders TO search for an Engineer based on the skills that they posses you will need to bring up the Job Planner screen Once this has been done click on the Advanced Search option at the t
48. ompletion of a Form the Form Score on the smartphone PDA and tablet will be highlighted in that associated colour The same colours also display on the My Forms section of the website too Specifying Form Boundaries irst you will need to select the Clone Form which you want to set Form Boundaries to Manage qx Form Boundaries i Please select a form Please selecta Form ae Cyr selected you will need to click on the Add new record button and the following pop out box will appear that needs to be filled in BoundaryMame LonsideredPass O IsInternal O MinScore MaxScore Colour Alice Blue RecipientEmail Fo example you could have the following boundaries Pass 85 100 Green ntermediate Pass 50 85 Amber Fail O 5096 Red f you are adding a Form Boundary for the Green Pass 85 10096 option listed on the previous page you would fill in the following options as so e Boundary Name Pass e Considered Pass enabled blue box not white e Is Internal you can have different values for Forms internally amp externally For example your customers may only consider 2 096 a Pass e Min Score 85 e Max Score 100 e Colour select Green e Recipient Email upon a gt 85 an email alert will in this field completed with a score sent to the email address filled out Dynamic
49. ontracts there are in the system via the number displayed in the bottom right hand corner of the screen 41 items in 5 pages Contract in the mpro system has the following fields associated with it e Contract Name e Customer the Contract is associated with e Address of the Customer e Telephone number of the Customer e Contact Name of the Customer e Whether the Contract is enabled disabled e Notify on Job Schedule e Notify on Late Jobs e Notify on Rejected Jobs only mandatory field from the above is the Contract Name tis very important to note that when you import bulk Customer data via the import tab see instructions earlier on in the manual default Contracts will automatically associate with your Customers The reason for this being that Jobs cannot be scheduled to users on the mpro system unless the Customer has a Contract associated to it The default Contract will most likely be called Default Contract If you want to specify a particular Contract for a Customer you will need to edit the details of the Contract in the Contracts page Editing an existing Contract O edit an existing Contract simply click on the Edit option which is located to the far right of the Contract on the Contract page Adding a new Contract o add a new Contract simply click the Add new contract button which is located in the top left hand corner of the main Contract page The fol
50. op of the Planner Then search for the right Engineer by using the Skills filter to search for the Skills that you want Q Advanced Search Browse Jobs Section ocated on the Job Planner is a section titled Browse Jobs which allows you to view all scheduled completed allocated or un completed Jobs To access this option you will first need to access the Job Planner screen followed by the Browse Jobs option located down the left hand side of the page he Browse Jobs section gives you the option of filtering Jobs via the following fields Job Number Customer Contract Site Location Job Type Status Engineer Job Start Date Job Description Asset Number Asset Description Locations he Locations tab can be found in your main mpro navigation menu This tab holds all the information concerning the Locations of your Sites particular Site could have more than one Location For example the Customer could be Crimson Tide the Site could be Tunbridge Wells and the Locations could be Floor 1 Kitchen and Staff Toilets hen you click on the Location Tab a page will appear showing the following information displayed in rows Customer Site Code Code of the Location Description i e Location name Barcode t is important to note that the name of a particular Location will appear under the column titled Description If you have imported lots of Customer amp Site data via the Import t
51. orm that you want to add to the Job from the drop down box In order for the Form to be added to the Job you will need to make sure that the pro gemini allows you to schedule a Job to an Required Box is coloured blue White means that the Nengineer with multiple Forms attached To do this Form is unrequired on the Job Then select insert The just follow the instructions for adding a single Form to Form should have been added to the Job as seen in the Job outlined above the image below Adding Multiple Forms to a Job Custom Fields Tab recurrence assistants notes a he custom fields option is the last tab displayed when scheduling a Job In order to access this Add new form M l facility you will need to schedule a Job Form io Complete Collection Farm Dynamic his feature allows you to add in any extra piece of information that is not a standard field in the mpro software i e Customer Name Location Site Te add additional Forms to this list follow the same Engineer The purpose of Custom Fields is to provide procedure as before the user with additional information that will help them complete the Job An example of a Custom Deleting a Form attached to a Job Field could be voltage number of windows or name of client s children In the image below there are a nce the Form has been attached to the Job it will number of custom fields On the mpro website you display in the format outlined i
52. plain this is by an example ection A in Form X has 4 Questions within it The weishting of each of the 4 Questions is as follows Question 1 2 weighting of 2 Question 2 weighting of 1 Question 3 weighting of 1 Question 4 weighting of 1 he total weighting of this Section is 4 2 1 1 1 This means that the Questions have the following percentage weighting in the Section Question 1 40 Question 2 20 Question 3 20 Question 4 20 owever to make scored Forms work you need to implement the last part which is specifying the value of the Answer Type If the Answer Type 1 5 for a Question is selected you will need to specify the value of each of these numbers For example 1 has a value of 1 2 has a value of 2 3 has a value of 3 4 has a value of 4 5b hasa value of 5 f the following Questions are answered with the following values Question 1 2 3 Question2 4 Question 3 5 Question 4 1 hen the associated score for each Question is as follows Question 1 24 3 5th of 40 Question 2 16 4 5th of 20 Question 3 20 5 5th of 20 Question 4 4 1 5th 20 his Section within the Form therefore has a total value of 6496 24 1696 20 496 ou should however be aware that you can change the value of the Answer Types above which will change the overall weighting of the Answer For example 1 within the Answer Typ
53. rd he Region Name refers to the name of the Child Region The Form Completion and Failure Emails are fields where you can enter an email address Upon either a completion or failure of a Form an automatic email alert will be sent to the email address populated in these fields The two email addresses need not be the same n order for the email recipients populated in these fields to receive email alerts upon Form completion or failure it is crucial that the Child Region is linked to a Site Instructions as to how you do this are listed on the following page Regional Manager Login he portal username and password gives Regional Managers access to their own mpro website portal from where they can view and run reports of Forms completed for Sites associated with their Region or a Regional Manager to log on to the mpro portal they simply just check the portal login option which is located on the main mpro login screen and then simply enter their unique username and password m pro My mj e gia poli Ax F j 1 Lal FEO E LFIFLI Forgotten ydo DAMM e prd Adding a Child Region to a Site nce you have added Child Regions onto your mpro website you are also able to associate these Child Resions to your Sites he importance of this is outlined on the previous page If you do not link a Child Region to a Site the email recipient whose email address has been added to the axForms Completion and Failure email fiel
54. rds If they answer No to Q2 you want the Form to finish after they have answered Q2 This is your flow for the Section Qr you have selected the Question Flow option you will need to select the Cloned Form and associated Form Section from the drop down box refer to image on the next page Section within a Cloned Form section in the manual After this has cribe how you make a Form dynamic is Select Form amp Section ig c Ria my Please Select belect stroni T ican Capture New Lead Lead Information prom the drop down box below this one you will then need to select the individual Questions within the Section that you want to make dynamic t is crucial that you select the Questions in the correct order Select Question Lead Mame to be completed y referring back to the example will explain how to make a Form dynamic will have selected Form B Section Y from the Form Section drop down box then select Q1 Enter the customer name from the Question drop down box Once that Question has been selected need to click on the Add new record button ae Add new record he following pop out box will appear which needs ProcessOrder Operator CompareValue ErrorMextQuestionID END FLOW SuccessMextQuestionID END FLOW ErrorMessage SuccessMessage
55. re To do this simply click on the Download button to the far right of each Document Reports pro Reports cover a wide variety of entities within Y line system Reports can be filtered by parameters and exported to numerous formats most notably XLS Doc PDF CSV TIFF and MHTML They can also be printed Select the Reports option in the navigation bar to display the list of Reports that can be run Run Web Based Reports Asset Lifetime Report Use this report to view the work carried out on a particular asset Audits Outstanding Report Use this report to view outstanding forms for this month week Exception Report Use this report to view which sites have had Priority Questions triggered on them Form Export Report Use this report to export completed form data Form Question Performance Report Use this report to view the performance of specific questions on a form Form Section Performance Report Use this report to view the performance of specific sections on a form Job Export Report Use this report to export completed job data Yearly Summary Report Use this report to view audi scores by form for a particular year Running a Report ach Report available is presented as a button on the screen To run a specified report the web user will need to click on the button A new window will open and the user will be prompted for their username and password in order to run the report If you don t know your password just give
56. rm A Form is a series of sections and questions that need to be completed on a smartphone device A Form can be scheduled as part of a Job or completed on an Ad Hoc basis A Form is normally associated to a specific Customer e g Customer A Cleaning qxForm Customer B Health amp Safety qxForm although it is possible to design a qxForm that is usable by all Customers Form Section is a collection of Form Questions Form Question is a statement that is asked to the smartphone user when completing a qxForm Some Questions are scoring questions whereas others are not Form Question Answer is a response to any Form Question Each Form Question can have multiple answers to select from Certain answers when selected can require notes to be entered Form Boundary is used to differentiate the scores of a Form Boundaries are percentage based e g O 50 96 Fail Boundary and 50 100 Pass Boundary Form Boundaries are also colour coded on both the web and smartphone client Answer Types An Answer Type is associated to a question type and denotes the possible options available to the smartphone user when completing an audit Examples of Answer Types are Red Amber Green Yes No and 1 10 Question Types Question Type is associated to a question and defines which Answer Types will be available to the smartphone user when answering that question Examples of Question Types are RAG YesNo and 1 10 Asset An Asset
57. s based on their answer to the previous question For example if a user answers Yes to Question 1 they are taken to Question 2 while if the user answers No to Question 1 they are taken to Question 3 f you want questions within a section to be dynamic you will need to ensure that the Dynamic Section option is selected i e the small box is blue Deb will be explained further on in this section explaining how you make questions dynamic Adding a new Section to a Cloned Form o add a new Section to a Cloned Form you will need to click on the small black arrow icon gt located next to the Cloned Form that you want to add a new Section to You then need to select the Add new record option Qr this option has been selected a new box will appear requesting that the following fields are completed section title i e name of section section order dynamic section and whether the section is enabled Refer to the previous page for details regarding these fields and how to complete them Editing Questions within a Section of a Cloned Form TO access the Questions within a Section of a Cloned Form you will need to select the small black arrow icon next to the Cloned Form gt This will drop down a list of the Sections within the Form You then need to select the same small black icon next to the Section that you want This will list all of the Questions within that Section Ref No and Timings sf Add new record
58. s to the nature of the Task In this case have chosen the Collect Category LI may or may not be applicable This field allows you to enter you own number he Description field refers to the description of the Task that you want the user to complete while on the Job he Type field refers to the type of action you want the Engineer to take upon completion of the Task For example in this case have chosen a Yes No answer box The Engineer will need to select either Yes or No as to whether he has collected the parcel There are multiple other Types available in mpro5 such as before amp after photos signature capture and multiple or single line text boxes If you would like any additional Types added into your mpro system just ask he Task Order bib to the order of the Tasks In this case this is not necessary since have only added one Task However when comes applicable After completing A and the Task will have been added procedure as before if you want to Jil dditionally Forms can also be attached to the Job for the Engineer to complete on their smartphone PDA or tablet The Forms tab can be found next to the Tasks tab when scheduling a Job To add a Form click on the Add New Form button and a pop out box as shown below will appear Add a form Add a form Door Service Form to Complete Required Insert Cancel elect the F
59. see Job Details Moving a Job in the Job Planner Editing a Job in the Job Planner Deleting a Job from the Job Planner Re scheduling a recurrent Job Job Completion Notes Scheduling Jobs based on Engineer s Skills Setting up Skills on your mpro system Assigning Skills to a User Assigning Jobs to skill holders Browse Jobs Section Locations Single Location import Edit an existing Location Deleting an existing Location Grouping Locations by Drag and Drop option Regions Parent and Child Regions Parent Region View Adding new Parent Region Searching for Child Regions under Parent Regions Assigning Child Regions to Parent Regions Editing a Parent Region Deleting a Parent Region Child Region View Regional Manager Login Adding a Child Region to a Site Editing a Child Region Deleting a Child Region 22 22 23 23 24 24 24 29 25 25 25 25 20 20 26 26 26 2 27 27 27 27 28 28 29 29 29 29 29 29 30 30 30 31 31 32 32 32 Job Confirmation Emails Contracts Overview of Contracts Editing an existing Contract Adding a new Contract Email alerts for Contracts Associating SLAs to Contracts Viewing SLAs Adding new SLAs Editing an existing SLA Deleting an SLA Exporting to Microsoft Excel Personnel Leave Adding Personnel Leave Editing and deleting Personnel Leave records Filtering Personnel Leave My Forms Tab Filter Options in My Forms Downloading Completed Forms Editing C
60. system Adding Office Users to a Depot nce you have added a Depot on to the system it will appear on the Depot main screen To add office users i e web users to this Depot double click on the pen and paper icon in the column next to the Depot A new pop out box will appear and you will need to click on the Add office user to depot button e Add Office User to Depot ou will then need to select the web user that you want to add to this Depot from the drop down list Office User Crimson Ors selected press insert To add additional web users to the Depot continue this process t is important to note however that web users must have been added on to your mpro system in order for them to appear in the drop down box mentioned above hen in the new pop out box simply type in the name Adding Mobile Users to a Depot dding mobile users to a Depot Is a very similar process to that involved adding office users Once you have created your Depot you will need to double click on the paper and pen icon located in column next to the office users column A new pop out box will appear from where you will need to click on the Add PDA to Depot button in the top left hand corner e Add PDA to Depot You will then need to select the field user i e smartphone PDA or tablet user that you want to add to this Depot from the drop down list Field User Name Barrie Whipp nce added press insert
61. the Crimson Tide support team a call Job Completion Reports pro allows you to run and download Job Completion Reports from the website To run a Job Completion report you will need to click on the Job tab in the mpro navigation menu You will then need to make sure that you have selected the Browse Jobs option in the panel down the left hand side nce you have accessed this view and bearing in mind that Jobs have been completed by users this page will list all completed Jobs On the far right hand side of each completed Job you will see a download button By clicking on this button the system will automatically download and generate a Job Completion Report for that Job The report will appear in a new window Form Completion Reports pro also enables web users to run a report for any Form that has been completed by a user on their smartphone PDA or tablet To run this report you will need to make sure that you are in the My Forms section of the website Once here again provided that Forms have been completed by users the page will list all completed Forms To run a Form Completion Report you simply select the Download button to the far right of each Completed Report and the Report will show up in a new window Configurable Reports Section hile your mpro website will list the 8 reports that you can run from the Reports section of the website Asset Lifetime Report Audits Outstanding Reports Except
62. the mpro navigation menu allows you to view your mpro web users and your Engineers By clicking Editing Engineer details on the Users tab it will automatically display a list of your mpro B web users rom the Managing Engineers details screen you have the ability to edit the name and telephone number of each Engineer Managing Web Users listed To do this simply click on the Edit button located to the far right of each Engineer zu the Managing Web Users screen you have the ability to l l view all current mpro web users and to edit the name and Adding New Engineers password of the web user To do this simply click on the Edit l o button to the far right hand side of the listed web user ou can add new Engineers to this list by using the Import CSV file button located at the top of the screen To do this your Engineer details will need to be in a CSV file in the correct format You can upload here or upload new Engineers from the Import tab in the mpro navigation menu Refer back to details in the manual regarding the Import tab Edit Web user Edit Web user User Name Crimson Import CSV T2 add new wed users to your mpro website you will need to contact the Crimson Tide support team to do this for you Managing Engineers Ts access the Managing Engineers screen you will need to select the Manage Engineers option located at the left hand Doc
63. tion has been selected as shown in the image above Click on the option that states Add Parent Region and a pop box box will appear requiring you to enter the name of the new Parent Region Click on the small tick to add the Parent Region to your mpro website Add Parent Region Add Parent Region Parent Name Searching for Child Regions under Parent Regions ou have the ability to search and view Child Regions from the Parent Region view Remember you will have had to have added Child Regions first in order for them to display e Assign Region to Parent Region London T view Child Regions from Parent Regions you will need to select the small black arrow gt located to the left of the Parent Region By selecting this any Child Regions associated with the Parent Region will display In the picture England is the Parent Region amp London is the Child Region There is also a filter option that allows you to search for Child Regions Assigning Child Regions to Parent Regions pron the Parent Region view you have the ability to assign Child Regions to Parent Regions Remember though you will need to have created Child Regions first before you do this Creating Child Regions is explained on the next page s stated above you will need to click on the small black arrow gt symbol to the left of the Parent Region This will display a pop out box and you wi
64. to note that if the Make Model of the Asset you want to add has not currently been added to the system it will not appear from the drop down list that you can choose from see image on opposite side You do however have the ability to add a new Make Model which this manual describes a little later on Assets and Depots U pon adding a new Asset you will see that there is a Depot field Associating an Asset with a particular Depot means that the only people able to see that Asset are the web users and mobile users who are assigned to that particular Depot To set up a Depot please refer back to the Depot section in this manual Editing Assets o edit the details of an existing Asset you will need to access the Assets and Parts main screen Locate the Asset which you want to edit you may need to use the various filter options available in order to find it and then simply click on the Edit button to the far right hand side of each Asset Parts main screen T access Parts you will need to select the parts tab which is located on the left hand side of your Assets and Parts main screen EN Filters Part No a Part Name Description Trade Cost Customer Cost Make Model Category Enabled Light Part 00123 Foodstuffs Salad Cleaning Products Window Am 070 pro 70 00 0 00 Renault M 7 070 ET legane Gearing 081 PartNameTest PartNameDescription 123 00 321 00 SALLE N CO NE Edit 0
65. to search for select and associate with a Job on their smartphone PDA and tablet The main mpro Assets and Parts screen looks like this depending on whether you have added any Assets to the system a Refresh Make Model Ga Lacaton Depot Asset Ha serial Ha Barcode Ne Tag Lecatien Description Warranty man Warranty End Form Tyga Enat mor mo o Marching on UE Vicaria DafauE i you m 01 01 2012 01 01 2013 Together em AL Ln 111126 555570 Unknown Car 0600 00 06 00 00 01 01 2012 00 00 00 0101 2013 00 00 00 61 01 2012 00 00 00 01 01 2012 60 00 00 01 01 2012 60 00 00 01 01 2013 00 00 00 151 2013 00 00 00 01 01 2013 65 00 00 OE HOE ALL 111144 So0000 Unima TV NONE HDE ALL 111145 SOT Unita TV NONE NONr T ALL 111156 SIIT Unina TV Adding an Asset o add a new Asset click on the Add new Asset button located in the top left hand corner of the Assets and Parts main screen The following pop out box will appear which needs to be completed Add New Asset Make Model Apple apple modell Site Location Depot Asset Now Serial No Barcode No Tag Location Description Warranty Start Warranty End Form Type CIL CU Enabled T e Make Model e Asset Number e Description tis also important
66. will be populated in your mpro website mpro navigation menu Yor main mpro navigation menu runs along the top of your website and displays the following options in the following order left to right e Jobs e Customers e Locations e Regions e Contracts e Personnel Leave e Reports e My Forms e Form Editing e Depots e Assets Parts e Users e Doc Store e Import his manual will take you through all of the mpro navigation tabs mentioned above and how they work Configurable mpro website menu t should also be noted that many of the tabs listed on the mpro menu can be turned on or off i e the my forms tab may not be relevant to you If you would like some of the tabs to be removed please just get in touch with the Crimson Tide team mpro Job Planner r Add New Job Select Teams8ingineers Qh advanced search _ Luke Jeffrey Matt Botten Mr Green gem gam 102 I 429m Show 24 hours he mpro Job Planner is the main view as you log on to your mpro website It provides an Outlook Style representation of past amp future jobs for users within the system Users are displayed as columns and the time slots are displayed as rows he Job Planner can be accessed by clicking on Jobs tab in the navigation menu The Job Planner provides the user with the following functionality e Job Details Preview e Drag amp
67. wing Job statuses e Green Completed Job e Yellow The Job has been allocated to an engineer e Red The Job is incomplete run over the scheduled time frame e Brown The Engineer is currently on site Selecting Users he mpro Job Planner allows you to select the Engineers and Teams which you want to view in your Planner For instance you may only want to see Team 1 and Mr Green Selecting Users continued he above control which is located on top of the Job Planner allows you to select the Teams amp Engineers you want to view By selecting e All all Teams amp Engineers will show in the Planner e None No Teams or Engineers will show in the Planner e All selected box allows you to individually select the Engineers Teams you want to view Selecting Engineers or Contractors bove the mpro Job Planner and located next to the Select Teams and Engineers control there is the option of selecting whether you want to view the work schedule for the Contractors or the Engineers amp Teams in your Job Planner see image below Select Teams amp Engineers Select Contractors Park area in the Job Planner he park area is where Jobs that have not yet been allocated to an Engineer Team can be scheduled Extendable size of Job Planner elect the dotted portion of the end of the Job Planner highlighted in image below to collapse or expand the Job Plan
68. within a Section in order for the user to be able to complete that Section of the Form aking a Form may sound complicated but once you have got the hang of it it is really very straight forward If you have any issues the Crimson Tide support team are always here to help Depots seo is a feature within the mpro system that allows for specified web and smartphone PDA or tablet users to only be able to see specific Customers amp Sites on the website or on the handheld device For example a company has 100 customers but 10 of those customers are only applicable to user 1 By creating a depot on the mpro system and only assigning the 10 customers and user 1 to that depot means that user 1 will only see those 10 customers in the customer list on their smartphone PDA or tablet Depot main screen he Depot main screen lists the name of all the created Depots and the ability to add edit office users and mobile users associated with that depot t is important to note however that in order for certain Customers and Sites to be added to a Depot you will need to contact the Crimson Tide support team to set this up for you Simply let them know which Customers and or Sites you want assigned to which Depot Adding a new Depot T add a new Depot click on the Add new Depot button Add new Depot of the Depot and make sure that it is enabled the box is blue Click the small tick to add the Depot on to the
69. y D Thursday O Friday O End after occurrences No end date gt End by 11 02 2013 elect how frequently you want to Job to recur i e every hour day week month or year hen select whether you want the Job to recur by x number of weeks and which day of the week you want the Job to recur on astly you will have an option of selecting an end date for the Job recurrence Alternatively you have the option of selecting No end date if this is the case the box will be coloured blue Assistants he Assistants tab allows you to sive the main Engineer a subsidiary Engineer for a particular Job For example one Job may require two Engineers The Assistants tab is found along the top of the Job Details box in between Recurrence and Notes Alternatively if you are not already in the process of scheduling a Job and want to access assistants you will need to select the Add New Job tab on your mpro Job Planner recurrence i assistants Add Assistant Assistant Adding an Assistant fter accessing the Assistants tab click on the Add ssistant area image above Then select the Assistant you want to add to the Job by selecting the Engineer s name from the drop down menu followed by his Assistant Role too Click insert to add to the Job Add Assistant Assistant Assistant Mr Ruby Assistant Role Subsidary Insert Cancel his user will then receive the Job alert on
70. you have the option to download the completed Form By clicking the download button the mpro system will generate an audit completion report for that particular Form Form Editing Section he Form Editing section of the mpro website allows you to clone Forms that are already in your system Once you have cloned the Form you have the ability to edit this cloned Form by adding in questions changing answer types and altering the flow of questions within the Form Editing the cloned Form will not change or alter your original Form his feature is particularly useful if you need to use a similar Form for a new customer but simply want to change a few questions in that Form By cloning amp editing an exisiting Form this way it is much more time efficienct Form Editing Main Screen main screen of the Form Editing tab should look something like this is Detaled Requres Regures Quick Interval Chent internal Question Enabled ModilyDate Monthy Scored Report SignOff SionOff Flow TI STI OT OT OT AT BT Door Service CLONE LI LI a Fi LJ LI 2401 2013 14 18 Doer Service CLONE Li m 1 EH O O a 23 01 2013 20 49 Airiacks Form CLONE i E T J l LI eup 15 02 Chent Satefacton_Updaie CLONE 1 m BH El n O 23 01 2013 23 17 orms that have been cloned will appear under the Description column see above Each cloned Form and original Form has the following options associated with it e I

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