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gemini 5.4.0 web user guide

1. CLONE a Add new record Section Title gt Ref No and Timings Sliding Door Operator Swing Door Operator Impulse Saftey Devices Closing Energies ecer 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 edit e Section Title e Section Order i e The order this Section appears in the Form e Dynamic Section Enabled Ref No and Timings Ref No and Timings Section Order 100 Section Title Dynamic Section Enabled _ Update Cancel Secer 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 is 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 If you want questions within a section to be dynamic you will need to ensure that the Dynamic Section option is selected Details will be explained further on in this section explaining how you make questions dynamic Adding a new
2. 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 Depot is a place where an Asset may be allocated A depot is also where an Engineer or Contractor may be assigned to Assistants are fieldworkers required to assist in a Job Contractors are Engineers which are not employed by your organisation but who may still have jobs allocated to them SLAs Stands for Service Level Agreement where your organisation must complete a job within a certain time scales support Email support crimsontide co uk Telephone 01892 542 444 www crimsontide co uk
3. Regions Contents Continued Parent and Child Regions Parent Region View Adding new Parent Region Searching for Child Regions Assigning Child Regions Editing a Parent Region Deleting a Parent Region Child Region View Adding a New Child Region Regional Manager Login 29 29 30 30 30 31 31 31 31 32 Adding a Child Region to a Site 32 Editing a Child Region Deleting a Child Region 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 Filtering Personnel Leave My Forms Tab Filter Options in My Forms Dowitioadiings Ers QE Editing Compteted Forms 32 32 33 33 38 33 34 34 34 35 35 35 35 35 36 36 36 36 37 3 37 Form Editing Section Form Editing Main Screen Selecting a Form to clone Editing Cloned Forms Question Weighting Question Order Description Field Question Type Priority Questions Look Ups Form Boundaries Specifying Form Boundaries Dynamic Question Flow Depots Depot main screen Adding a new Depot Adding Mobile Users 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 Make and Model Make
4. Username Password Notify on Late Jobs O Notify on Rejected Jobs _ Enabled Managing Customer Sites Acones sites can be viewed by clicking the filter icon located on the far left hand side of each customer column Clear Filters JM 1233 Sites of Customer 1233 A Ad Kic in JEW ale ti A ACEN aA Editing existing Customer Sites Ore 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 Adding a new Customer Site Ts add a single Customer Site one at a time select 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 following 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 e Notify on Job Schedule Late Jobs amp Rejected
5. 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 ErrorNextQuestion D and SuccessNextQuestionID fields ou must do this for the final question 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 Da 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 creatin ori a Ae igg 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 It 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 wa
6. Description amp Barcode columns As the data will sort alohabetically this will help you easily access the 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 reads Drag a column header and drop it here to group by that column Drag a column header and drop it here to group by that column Te un group simply drag the field away from this area and the page will display as before cimsontiag Regions he Regions tab can also be found in the mpro main navigation menu Regions are important when it comes to generating reports reports are explained later on in the manual Parent and Child Regions Resors are grouped into Parent and Child Regions thus allowing regional subcategories For example Parent Regions might be England Scotland Ireland amp Wales while Child Regions might be London Aberdeen Dublin and Cardiff Child Regions 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 Parent Regions Parent Region View gt England gt France Free State Ireland Adding new Parent Region o add a new Parent Region make sure that the Parent Region option has been selected Click on the option that states Add Pare
7. Details as to how you view amp run reports for completed forms is explained on the next page Filter Ootions in My Forms s a web user in the My Forms screen you have the ability to filter completed Forms by the following options e Number of days weeks months years e Customer e Site e Region e Form Name e Date Time of Form Completion e Engineer User e Internal Signature Name e Contract e Score e Score Boundary 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 Downloading Completed Forms n the My Forms main screen to the far right hand side of the page 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 crimsonticg Editing Completed Forms Been at the far right hand side of the My Forms main screen is an option to edit completed Forms By clicking on the edit button you can changed the following fields e Site e Completion Date of Form e Internal Signature Name Edit Audit Edit Audit Customer Site Heathervale House Fa Completed At 140620130047 J Internal Signature Name Form Editing Section he Form Editing section of the mpro
8. E Minscor vaso COO RecipientEmail Nan or example you could have the following boundaries Pass 85 100 Green Intermediate Pass 50 85 Amber Fail 0 50 Red f you are adding a Form Boundary for the Green Pass 85 100 option listed on the previous page you would fill in the following options as so e Boundary Name Pass e Considered Pass enabled e Is Internal you can have different values for Forms internally amp externally For example your customers may only consider gt 0 a Pass e Min Score 85 e Max Score 100 e Colour select Green e Recipient Email upon a Form being completed with a score gt 85 an email alert will be sent to the email address filled out in this field Dynamic 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 Tez are N principles that need to be taken into bef consideration You make any of your Sections within the Clone 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
9. 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 sita Assistant Role Insert Cancel his user will then receive the Job alert on 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 grey To remove the Assistant simply click on the delete button which is located to the right of the newly added Assistant Adding Job Notes saweb 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 Add Assistant Assistant Mir Ruby door code 1234 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 Type DON T USE Furniture Product Selecti Task Order 1 Insert Cancel fter selecting the Tasks tab click on the area that says Add new Task A pop out box
10. e 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 Be methods of contact are Head Office 01892 542 444 Email Support crimsontide co uk Twitter CrimsonTideMpro Stay uodated 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 Standard Workflow for the web user pro gemini allows a user to create a job for an aa Engineer to complete on a one off or recurrent basis The current workflow of an unmodified mpro gemini 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 to a user e Associated tasks forms assets and parts can then be added to the job e The job can then be saved and is added to the planner e If the job is allocated it will be then sent to the smartphone PDA or tablet of the field user Common Web Based Functions henever grids are presented within the mpro gemini web client certain features a
11. 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 crimsonticg 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 overing over a scheduled Job in the Job Planner allows you to see all of the details of the Job see image below 44 Ref 1 24495270 d Visit Mo 23 Description do something Location Default Location Site Little Rock Tel 01134 720994 Start date 17 06 2013 10 00 00 End date 17 06 2013 16 30 00 SLA date 18 06 2015 10 00 00 Status Allocated Scheduler Admin Moving a Job in the Job Planner FO the Job Planner you have the ability to move a scheduled Job in the Job Planner to a different time slot This action will subsequently change the time of the Job and these details will also change on the Engineer s smartphone PDA or tablet For instance you may want to move a Job for Mr Green at 1pm on Monday 31st January to 4pm that day Te move a Job simply click on it and then drag it to your desired location on the Job Planner Editing a Jo
12. Kat X RON xX kata X KKN x zl 43 Sort Descending No Logo 5 Clear Sorti lear Sorting No Logo No Logo No Logo Group By BN ie ee xl Customer Name Road No Logo el Town No Logo N i El County gt Vinci Construction UK Ltd oO Puisi edi No Logo gt Fred Bloggs Update E Tel no No Logo Contact name E Contact email Depot No Logo 2 4 Heathervale House j Z Customer Logo Kelvin Kelvin No Logo Z Delete Logo gt A Customer No Logo x x x x 2 4 Heathervale House Test User No Logo Enabled 2 4 Heathervale House i Ml Edit Crimson Tide mM Dro x Delete simply smart 3351 Donec Rd Eaton Barr No Logo he above picture shows your customer screen from here you can filter customers by name road town county postcode telephone number contact name and depot You can also see their customer logo next to their name O sort any column simply right click on the column you want and then select the way you want to filter the data Sort Ascending Sort Descending etc Additionally you also have the ability to customize which columns on a page you do do not want to see To do this you simply right click on the column and then scroll down to the columns section and simply tick or un tick the columns you want to see on that page see image above mpro will even remember your view for the next time you log
13. Select Enis Import your Jobs Customers Sites and Engineers Jobs Need an example file click here Need an example file click here Need an xample file click here Need an example file click here 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 Moro Welcome admin Logout simply smart ey JOD p anh if Select Select Teams amp Engineers JAI _ None Engineer s fe Q advanced Search a Show Selected cree KPI today 7 24 June 2013 Day Week Month Timeline Scheduler PDA User Mr Indigo 1 24455183 Site Scottsdale Tel 01575 401115 1 24495270 Site Little Rock Scheduler Admin Tel 01134 720994 Scheduler Admin gt Show 24 hours mpro Job Pl
14. a name for the Part Category and then make sure it is enabled and select the small tick icon This Part Category will now appear on the Part 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 hen 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 Exterior Cleaning Floor Cleaning crimsontiae Adding a new Part Sub Catego Te add a new Part Sub Category simply click on the button that 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 In Manufacturer 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
15. 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 boundary is allocated a different colour and so upon completion 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 rae ey ee Please select a form Please select a Form 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 See image BoundaryName ConsideredPass IsInternal
16. on Editing an existing customer fter selecting the Add New Customer tab the following pop out window will display which needs to be completed o edit an existing customer you can select the pencil symbol at the far right of the customer row K Deleting an existing customer imilarly to delete an existing customer select the delete icon Add Customer which can be found next to the pencil icon at the far right of the customer row Customer Name Adding a new customer Road Town o add a single new customer one at a time you can do this County by selecting the Add New Customer tab which is located at Rout onde the top left hand corner of the Customer Management Screen ae as pictured in the image on the opposite side On adding a new Contact name customer the following fields need to be filled in Contact email Depot e Customer Code e Customer Name and 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 the 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 crimsontioe Customer Logo
17. recurrence cimsontiag T access the recurrence options 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 The following options in the image below will then appear Job Details Recurrence Assistants Notes Tasks Forms Custom Fields Recurrence O Hourly Recur every li gt week s on O Daily Weekly O Monthly O Yearly C Sunday C Monday C Tuesday Wednesday Thursday C Friday Saturday No end date O End after occurrences O End by 17 06 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 the job is continually on going Assistants he Assistants tab allows you to give the main Engineer a subsidiary Engineer for a particular Job The Assistants tab is found along the top of the Job Details box 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 Adding an Assistant N fter accessing the Assistants tab
18. the smartohone PDA or tablet of field users so that they can complete tasks on the go pro gemini also features predefined alerts sent via email when certain events occur and includes real time web based reports providing up to the minute information to office staff from the field based users mpro gemini web client features include One off and recurrent scheduling of jobs Jobs pushed to smartohone tablet pda Scheduling of jobs to an individual team secondary user or contractor as well as temporary Park Advanced search sorting and complex filtering of jobs and users Service Level Agreements Outlook Style calendar with Day Week Month Time line 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 skill sets Customisable eroje section COIMSONUGE Tips and advice ae 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 Customer can ultipl
19. 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 codin AS 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 11 the following colours correspond to the following 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
20. 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 existing Form this way it is much more time efficient Form Editing Main Screen T main screen of the Form Editing tab should look something like this Belect a Form to copy Eye Is Detailed Requires Client Requires Internal Quick Question 5 Description a Is Scored Enabled ModifyDate Edit Co MO Mom Of Oe OP ai o yl Of OSF f a 21 02 2013 N gt Door Service CLONE 1 7 z pis 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 Interval e Is monthly Is the Form completed on a monthly basis Important for generating reports e ls scored Is the Form scored e Detailed Report Do you want a detailed report for this Form when you run the report e Requires Client Sign off e Requires Internal Sign off e Quick Question Flow Whether a Form has dynamic sections e Enabled Selecting a Form to clone o choose a Form to c
21. 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 CLIMSONTICE 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 Oo 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 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 Personnel Leave ersonnel Leave ensures that Jobs are not allocated to users while they are on leave To view Personnel Leave click 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 ab Add new r
22. Jobs options if these are enabled and the Contact Email Address for the site has been fil ales email alert will be sent to the email address upon the c th rrence of any of the above 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 Adding Child Regions to Sites from the Customer tab Bore 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 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 scheduling a Job o schedule a single Job to a field users PDA 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 Quick Add Feature his feature enables Job Details you to quickly enter a customer contract site location whilst scheduli
23. Section to a Cloned Form Te 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 Ors 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 Te 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 yo Ref No and Timings ab Add new record Question Text Job Ref Number Time of Arnal crimsontioe 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
24. User Name Barrie Whipp 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 Office User Crimson nce added press insert To add more field users to this Depot continue this process Similarly 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 wh
25. a Section within a Cloned Form section in the manual After this has 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 Boundaries n order to make a Form dynamic you make the Sections within that Form dynamic Ser B within Form Y has the following 3 questions 01 Enter the Customer Name GD Is this a new Customer Answer options Yes No If Yes go to A3 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 afterwards If they answer No to Q2 you want the Form to finish after they have answered Q2 This is your flow for the Section Cre you have selected the Question Flow option you will need to select the Cloned Form and hen simply click on the tick button A record for this associated Form Section from the drop down box dynamic flow will then appear on Question Flow main screen kem 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 ProcessOrder tis crucial that you select the Questions in the correct Operator order By referring back to the example will explain how to make a Form dynamic ErrorNextOuestioniD FEND o
26. and Model main screen Adding a new Make Editing an existing Make 38 38 39 39 42 43 43 43 43 43 44 44 45 47 47 47 48 48 48 49 50 50 51 51 52 52 53 53 54 54 54 Adding a new Model Editing an existing Model Users Tab Managing Web Users Managing Engineers Editing Engineer details Adding New Engineers Doc Store Searching the Doc Store Reports Running a Report Job Completion Reports Form Completion Reports Configurable Reports Section Exporting to Microsoft Excel Geolocation Automatic Form Attachments System Requirements Terminology Support 54 54 59 55 55 55 55 56 56 57 57 57 58 58 58 58 58 59 59 60 Welcome to mpro gemini mpro gemini is a powerful web based scheduling reporting and alerting application part of the mpro solution from 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 gemini is a complete mobile data system that enables organizations to schedule one off and recurrent jobs to
27. and Road Engineers Excellent Engineers Ltd Fragmented Frames Harris Fishmongers High Quality Audio Start time Hollybush Hall time 14 06 2013 1631 LAI day Customer Job Type Job Priority nce you have selected the Contract Site amp Location select the Job s priority from the drop down menu see below Customer Contract Site Location Priority Assigning a user to a Job ik 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 Customer Harris Fishmongers Bd Contract Default Contract Site Costa Mesa Location Default Location Priority Low x Team Engineer ii tis 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 Schedulin 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 t is important to note here that in order to set up a specific Team you will need to contact Cri
28. anner 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 cr imsontioe iness apps bus Serious moro 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 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 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 Show business hours Day Week Month Timeline f you are using the mpro Job Planner in a particular view e g day week month
29. art 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 see image opposite 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 Start time 14 06 2013 15 31 Endtime 14 06 2013 16 31 All day a June 2013 Customer Job Type Contract Status 27 28 29 30 31 2 j ji SLA Select SLA 6 7 13 m 2 21 27 28 CLIMSOMUGE 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 Connec Priority High a Crimson Tide display customer 5 Tasks Forms Custom Fields t Ref PO 1234 4 Job Details Electronic Retailer Ell
30. 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 refers to the nature of the Task In this case have chosen the Collect Category Os 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 crmsontioe 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 refers to the order of the Tasks In this case this is not necessary since have only added one Task However when adding 2 or more Tasks this becomes applicable After completing these steps simply press Insert and the Task will have been added to the Job Carry out the same procedure as before if you want to add additional Tasks Adding Forms to a Job 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 th
31. b in the Job Planner Yo can edit a scheduled Job in the Job Planner simply by double clicking on the Job Deleting a Job from the Job Planner 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 t is important to note that certain Jobs i e those that have already been completed cannot be deleted Re scheduling a recurrent Job he mpro system will allow you to move a recurrent Job in the Job Planner to a La different time slot however it is not possible ai to now make this particular Job recurring TO e symbolise this a small red cross will appear Tel through the black recurrent sign in the top left hand corner of the scheduled Job Job Completion Notes Ore a user has completed a Job on their smartphone PDA or tablet they will be prompted to enter Job Completion Notes It is possible for the web user to view these notes on the scheduled Job in the Planner To do this the Job must appear green in the Planner Double click on the Job and then select the Completion Notes field which is located at the top right of the scheduled Job box y double clicking on the Completion Notes tab the users Completion Notes for the Job will display See image Home Gaston Feas Completion Notes tis also important to note that mpro does not provide any abi
32. ccess 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 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 a Model it will no longer appear on the user s smartphone PDA or tablet Users Tab he Users tab located in the mpro navigation menu allows you to view your mpro web users and your Engineers By clicking on the Users tab it will automatically display a list of your mpro web users Managing Web Users FO the Managing Web Users screen you have the ability to view all current mpro web users and to edit the name and password of the web user To do this simply click on the Edit button to the far right hand side of the listed web user Te add new web users to your mpro website you will need to contact the Crimson Tide support team Edit Web user Edit Web user User Name Crimson Password Password Managing Engineers Te access the Managing Engineers screen you will need to select the Aree i gneers option located at the left hand sid e of e df the so the sc lected a list of all of your Engineers will display along with their associated telephone number Editing Engineer details Fe the Managing Engineers details screen you
33. ction Performance Report Use this report to view the performance of specific sections on a form you already have the reports open in a second window you will need to close and click the report button again crmsontioe 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 the Crimson Tide support team a call Job Completion Reports pro allows you to run and download Job Completion Mm 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 Geolocation pro also enables web users to run a report for WE currently record latitude longitude against Many Form that has been completed by a user on every comp
34. dd Contract Add Contract Contract Name Addresst Te No Customer 1233 1233 El Name aa Address 3 Contact email Notify on Job g Code Schedule Enabled Notify on Late Jobs Notify on Rejected g Jobs tis important to note that you must ensure that the enabled box is selected 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 BY 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 Crimson Tide SLA24 Adding new SLAs T add a new SLA you will need to click on the small black arrow gt located next to the Contract that
35. e have multiple Contracts can Sites associated be associated with with it each Customer Contracts Ou can have multiple SLAs per Contract Sites SLAS ultiple Ge can be ustomers and Locations can assigned to Sites can only be be associated with more than one assigned to one Depot a Site Region Configurable Features within mpro tis also important to note 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 e Adding Forms to a Job a pes en CHIT SO IOS II
36. e 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 Form to Complete Required Insert Cancel elect the Form that you want to add to the Job from the drop down box Ensure you have selected the enabled box then select insert The Form should have been added to the Job Te add additional Forms to this list follow the same procedure as before Deleting a Form attached to a Job nce the Form has been attached to the Job it will display in a grey format similar to the image on the previous page To delete this Form there is a delete option on the far right hand side of the Form Simply select that option Adding Multiple Forms to a Job pro gemini allows you to schedule a Job to an aa Engineer with multiple Forms attached To do this just follow the instructions for adding a single Form to the Job outlined above Add a form Form to Complete Cleaning form simple Required Insert Cancel Custom Fields Tab he custom fields option is the last tab displayed when scheduling a Job In order to access this facility you will need to schedule a Job This 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 Engineer The purpose of Custom Fields is to provide the user with additional information that will helo them complete
37. ecord 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 ia a Ta vA T J N t JI 3 7 ad P 5 E 5 J A End Date Lo zt Editing and deleting Personnel Leave records O 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 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 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
38. egion See image below 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 Te 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 ou need to make sure that you have selected the Child Region option from the Region tab in order to access the Child Region view Site Region Management Parent Regions Child Regions he Child Region view displays the following information sorted in different columns You can filter by each column You will need to add Child Regions first before they appear in this area e Child Region Name e gxForm 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 eSt crimsontiae AIPASOMUCIE Adding a New Child Region o add anew 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 qgxForm Completion Email qxForm Failure Email Portal Username Portal Password he Region Name refers to the name of the Child Region The Form Completion and Failure Emails are fields where you can e
39. ever have the ability to add a new Make Model which this manual describes a little later on Assets and Depots 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 Te 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 Assets Make Model Part Listing Drag a column header and drop it here to group by that column EA Na Pon E E e e BK OT EN NA 271 SS Ss es es www tw om 00000001 Light Part asdasd 16 00 9 00 ALL NONE 00122 00122 ALL NONE 00123 00123 ALL NONE 0123 0123 Dyson test Foodstuffs Salad Cleaning Products Window 070 070 k y Renault Megane Chig 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 t
40. have the ability to edit the name and telephone number of each Engineer listed To do this simply click on the Edit button located to the far right of each Engineer Adding New Engineers 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 Manage Engineers Select file to upload Import CSV Doc 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 ha
41. heduled completed allocated or incompleted 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 Q Advanced Search 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 e Customer e Site e Code Code of the Location e Description i e Location name e 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 tab 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
42. hild 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 w Aberdeen 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 users 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 Emal suppongkcrimsonbde co uk supporigicnmsontide co uk Sales orimsontide co uk saksioimsontide co uk suppartecrimsontide co uk support erimaonide co uk suppantgernsonbde oo uk support crime onde oo Uk Contracts Overview of Contracts II 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 contracts the
43. ich smartphone PDA or tablet users can then search for on their device Assets can also be related to particular Jobs Assets Listing Drag a column header and drop it here to group by that column Add new Asset S Refresh OB0orkJsok 0 Apple z apple NONE NONE r Eh Mined 123 Text Un Sa model1 Sonia Fountain Apple s apple Frames Valley Default ALL 1724sn 1724sn Fountain La Valley aoe 1st Credit Apple apple 01 02 2013 22 02 2013 modeli Pam 00 00 00 00 00 00 lal Naperville So you have the ability to add Parts on to your mpro website which users out in the field can see as associated with their Job crIMsOntio 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 Location NONE Depot Asset No Serial No Barcode No Tag Location Co E Co E oo E oi Description Warranty Start LC Warranty End 0 io Form Type Enabled O he following fields are mandatory when adding an Asset e Asset Number e Description e Make Model tis also important 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 You do how
44. ions 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 gxForm Customer B Health amp Safety qxForm although it is possible to design a qxForm that is usable by all Customers apat atement that is asked to the h completing a gxForm 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 Fail Boundary and 50 100 Pass Boundary 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 smartohone user when answering that question Examples of Question Types are RAG YesNo and 1 10 Asset An Asset 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 ona recurring or nonrecurring basis
45. ions that will aid the user to complete the Question Question Type Ores 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 e Yes No Na option e 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 trom 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 Types just contact the Crimson Tide team and we can add these on to your website for you Priority Questions t is 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 ook ups 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
46. leted Form and every completed their smartohone PDA or tablet To run this report you Job While this feature is enabled for every mpro will need to make sure that you are in the My Forms solution we can turn it off should you want section of the website Once here again provided that Forms have been completed by users the page will list Automatic Form amp Task Attachments all completed Forms To run a Form Completion Report you simply select the Download button to the far right his feature allows Forms and Tasks to be of each Completed Report and the Report will show automatically associated with Job Types For example if you were to associate Form A with the Breakdown Job Type every time you select this Job Type Form A will automatically be attached to the Job It is also possible to add Job Tasks to Job Types up in anew window Configurable Reports Section hile your mpro website will list the 8 reports that This feature is aimed to make Job scheduling even you can run from the Reports section of the easier and quicker for website users To specify which website Asset Lifetime Report Audits Outstanding Forms or Tasks you would like associated with your Reports Exception Report Form Export Report Job Type just let us know and we will be happy to set Form Question Performance Report Form Section this up for you Performance Report Job Export Report Yearly Summary Report it is also po
47. lity to recover deleted Jobs Please use this functionality with care Job Details Recurrence Assistants Notes Tasks Forms Custom Fields os Notes All sorted scheduling Jobs based on Engineer s Skills t is 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 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 Ors 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 T 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 top of the Planner Then search for the right Engineer by using the Skills filter to search for the Skills that you want Browse Jobs Section core on the Job Planner is a section titled Browse Jobs which allows you to view all sc
48. lone you will need to select that Form from the drop down box titled Select a Form to copy Or you have selected the Form you want to copy and clicked on copy selected form a message 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 Form Name CLONE see image below gt Door Service CLONE 1 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 Select a Form to copy Copy Selected Form CLIMSONLIDE Door Semice CLONE Description Interval Is Monthly Is Scored Detailed Report L L Requires Client SignQit Requires Internal SignOft Quick Question Flow Enabled IN Update Cancel O 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 ow Door Service
49. moro gemini 5 4 0 web user guide crimsontide Contents Functionality Overview Tips and advice Locations Contacting the Support Team Standard Workflow Web Based Functions Your mpro Login Screen Forgotten password Importing customer data Importing bulk customer data mpro navigation menu Configurable mpro website mpro Job Planner Job Planner colour coding Selecting Users Selecting Engineers Park area in the Job Planner Extendable size of Job Planner Managing Customers Editing an existing Customer Deleting an existing Customer Adding a new Customer Managing Customer Sites Adding a new Customer Site Accessing Child Regions Customer tab Scheduling a Job Quick Add Feature Job Description Selecting a customer Job Priority Assigning a user to a Job OO0DDODAAOANA OH Team Scheduling Job Types Job Recurrences Assistants Adding an Assistant Removing an Assistant Adding Job Notes Adding a Task to a Job Adding Forms to a Job Deleting a Form Adding Multiple Forms to a Job Custom Fields Tab Editing Custom Fields Finish scheduling a Job Scheduling a Job The Park Column Moving a Job Editing a Job Deleting a Job Re scheduling a recurrent Job Job Completion Notes Engineer s Skills Setting up Skills 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
50. mson 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 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 disable Job Types continued fter selecting the Job Type simply select the Job SLA if this is applicable Job Type Breakdown EU Status Allocated SLA 72hr 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 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 e Ability to specify an end date for the
51. nd corner of the screen nce selected you will need to upload the file PDF PNG JPEG enter the name of the document and whether you want the document associated with a particular Job Type and or Form ee File Name 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 Store To do this simply click on the Download button to the far right of each Document Reports oro Reports cover a wide variety of entities within the en 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 Audits Outstanding i Form Question Performance Report Use this report to view the performance of specific questions on a form Use this report to view the work carried out on a particular asset 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 Se
52. next to each manufacturer or Make a drop down list of all of the Models for that Manufacturer Make will appear see image below Add New Manufacturer Add New Manufacturer Manufacturer i Enabled Adding a new Make Te 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 will need to be completed Fill out the name of the manufacturer and make sure that it is enabled 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 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 if you want the Model to appear on your mpro system Editing an existing Model o edit an existing Model on your mpro system you will need to a
53. ng a job Job Ref 1 24495408 T enter any of the above you simply need to type in the correct details into the fields Start time 14 06 2013 15 31 Customer End time 14 06 14 06 2013 1631 31 All day Message from webpage Select Si ite 2 Would you like to add the Customer firestation to mpro Vie or Loca ou will be alerted if you wish to continue using this customer contract site location If you click OK you can use this customer contract site location and it will save automatically in the customer database for next time If you click cancel you can begin entering your job details again To enter a location which is not listed on the database we advise you use the first line of the address and the post code additional details can be added at a later stage The following fields will then need to be completed when creating your job 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 Ts following sections within the Job Details field are mandatory e Client Reference Number PO e Job Description e Contract e Site e Location e Job Status e SLA Start and End Date and Time he start time and date of the scheduled Job will automatically default to your current time and date To alter the st
54. nt 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 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 be displayed 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 Fie the Parent Region view you Nave 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 will 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 R
55. nt assigned to which Depot Adding a new Depot T add a new Depot click on the Add new Depot button hen in the new pop out box simply type in the name of the Depot and make sure that it is enabled Click the small tick to add the Depot on to the system Add new Depot 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 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 Ore selected press insert To add additional web users to the Depot continue this process It 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 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 Field
56. nter 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 Tr iness apps bus Serious moro 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 Usemame Password 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 Regions 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 fields 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 C
57. o an Asset if used on a Job cr imsontioe Adding a new Part Te add a new Part you will need to click on the Add new Part button on the Parts main screen A pop out window will appear which needs to be filled in Add New Part Part No Part Name Description Trade Cost CustomerCost __ o Make Model Category Enabled Part requires a Part Number and a Part Name associated with it It is also possible to add a 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 Model of the Part if it is not already present in the drop down selection o do this simply click on the Make Model option to the left hand side of the screen and follow the instructions listed in the Assets section of this guide Add New Part Category fF Category Name Enabled he Category option is explained below and you must also make sure that the Part is enabled in order for it to appear on your mpro website Parts Categories ou have the ability to categorise your Parts You will need to create the Category first before you can allocate the Part to the Category Examples of Part Categories could be Vehicle Cleaning products Stationary Te add a Part Category click on the Parts Categories option along the left hand side of the screen Then select the Add new part category option ou simply need to enter
58. re are in the system via the number displayed in the bottom right hand corner of the screen 41 items in 5 pages cr imsontioe 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 he only mandatory field from the above is the Contract Name It is very important to note that when you import bulk Customer data via the import tab default Contracts will automatically associate with your Customers The reason for this is 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 following pop out box will display that needs to be completed A
59. re available regardless of the screen that the user is in e Grouping group by a column e Sorting Sort by a column by clicking on it luck here to sort Filtering results displayed on the screen can be filtered when the filter symbol is displayed Expand Collapse certain online grids within the mpro gemini website are hierarchical A parent row can relate to many child rows For example a Customer has many Sites or a Contract has many SLAs To see the child rows the web based user will be able to click on the Expand Collapse arrow icon In this instance England is the Parent Region and London is the Child Region Your mpro Login Screen our mpro website login screen should look like the 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 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 You will then be sent your mpro website PA PIS an email CHIPTISONMU 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
60. ssible 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 O the top right hand side of many screens ee next to the refresh button there is an option to NB 1 form s will be added to this workshop type job automatically upon saving export information to Microsoft Excel by clicking on this button System Requirements he following browser requirements are needed for any client workstation accessing the mpro gemini website Browser Internet Explorer 7 JavaScript fully enabled mpro 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 e 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 e 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 e Form A Form is a series of sect
61. 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 5 has a value of 5 x x x x f the following Questions are answered with the following values Question 1 3 Question 2 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 64 24 16 20 4 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 Type 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 Qe 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 10s 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 descript
62. the Job An example of a Custom Field could be voltage number of windows or name of client s children On the mpro website you are able to associate a value with each field this could be a number of words All of this extra information will appear on the users smartohone PDA or tablet when they receive the Job Field Name Sort Code Date of Birth Account Name Account Number Te 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 Ors 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 ina 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 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 users smartphone PDA or tablet scheduling a Job from the Job Planner ou can also schedule Jobs to Engineers via the mpro
63. 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 Order Weighting Required Priority Question Form Type he Question Text field is where you can edit the phrasing of the Question Question Weightin QO 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 explain this is by an example ection A in Form X has 4 Questions within it The weighting of each of the 4 Questions is as follows Question 1 weighting of 2 Question 2 weighting of 1 Question 3 weighting of 1 Question 4 weighting of 1 x x x x TE 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 x x x x owever to make scored Forms work you need to implement the last part which is specifying the value of the Answer Type If
64. 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 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 crmsontioe 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 Planner It is also possible to alter the size manually by hovering over the vertical end of the Job Planner then move to the desirable size Collapse expand the left pane 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 and 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 Managing Customers Continued Customers Locations Regions Contracts Personneileave Reports Maps Admin MyForms FormEsiting Depots Assets Pars Users DocStore Import age Customers BEN X NON xX Kata X
65. to manually edit the name of the Location from Defualt Location to the Location name that you want Single Location import Yu 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 will appear which you will need to fill in Add Location Customer Site Code Location aa Enabled el 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 Ihe barcode field is optional n order to ensure that the Location is activated you need to make sure that the Enabled box is selected 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 Te edit an existing Location simply click on the small pencil icon at the far right hand end of the Customer Site Location column Deleting an existing Location T delete an existing Location click on the small X which can also be found at the far right hand end of the Customer Site Location column Grouping Locations by Drag and Drop option n the Locations field you are able to sort data populated in each individual column e g you can sort by the Customer Site Site Code
66. 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 mostlikely dependent on the volume of data you have to import his manual will first take you through the importing of bulk customer data Described below Individual imports will be explained later on Importing bulk customer data with moro 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 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 image below 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 will be populated in your mpro website
67. we F SuccessNextQuestionID END FLOW CompareValue will have selected Form B Section Y from the Form Section drop down box then select Q1 Enter the abii customer name from the Question drop down box See Co 0 Once that Question has been selected need to click on the Add new record button he following pop out box will appear which needs to be completed 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 or example if the user wanted to go directly to this kind of flow you need to Question 2 after Question 1 they would need to make sure that Question 2 Is this anew Customer is populated in the following options boxes ErrorNextQuestionID and SuccessNextQuestionID Enter a value into the Compare Value box In this instance would write Yes without the soeech marks into this field Inthe 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

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