SAMPLE PROCESS
On-Site
Inspection
Report and initiate a maintenance process directly on Extended ECM from a mobile device
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Key Challenges
Organizations need an efficient solution to let field workers collect information and start a maintenance process without having to fill in countless paper forms or share information only once back in the office.
To streamline this process on Extended ECM, there some key elements to consider:
- enable users to fill-out Extended ECM forms during inspections from anywhere, on any device, even offline, in order to get rid of paper or scanned documents
- seamlessly manage processes and tasks between field workers and office workers
- automatically create a Business Workspace, as well as initiating and progressing maintenance workflows
Process Walkthrough
This sample solution has been developed to showcase the potential of Module Suite
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Form on a mobile device
The Inspector doesn’t need anything but an internet connection to download the form application to their mobile device
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Reporting a new issue
During an inspection, the Inspector uses the form to report a new issue. Being online will no longer be a prerequisite for the Inspector, whom will be able to complete the form even in off-line mode
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Completing the form
From a drop-down menu showing the available projects, the Inspector selects the project for which they need to signal the issue and starts completing the form with all the relevant details
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Adding attachments
Content can be easily added either by leveraging the device’s native tools (camera, QR scanning, GPS etc.) or by uploading photos, videos, and documents
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Submission of the form while offline
After adding a short description about the issue, the form can be submitted. If offline, data will be preserved and synchronized to Extended ECM once connectivity is restored.
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Generating the Business Workspace
The submission of the form will trigger a maintenance process on Extended ECM, which also includes the automatic creation of a new Business Workspace
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Workspace Details
The Business Workspace shows all details of the issue collected by the Inspector and the current status of the workflow (Open)
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Assigning the issue
The Maintenance Manager can check the status of the issue, dismiss, or assign it to a Maintenance Worker
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Task assigned
Once assigned, the inspection status will then automatically change to “In Progress”
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Syncing the assigned issues
The Maintenance Worker downloads the related form on their mobile device and syncs the issues that have been assigned to them
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Consulting attachments
The Maintenance Worker can easily view and consult the attachments previously uploaded by the Inspector
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Attaching documents
The Maintenance Worker can also attach content (ex: images) to document the work being performed
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Providing feeback
The Maintenance Worker adds information about the issue resolution and submits the form. Once again, if there’s no Internet connection, data will be preserved and synchronized to Extended ECM once back online
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Process finished
The issue status will then be updated to “Closed”
Key Features
By leveraging Progressive Web Application (PWA), Module Suite lets you create secure mobile forms that allow workers usually working in the field to be included and take actively part in digital processes.
Module Suite can be adopted by any business industry where on-site operations are important daily tasks (incident reporting, SOP checklist, maintenance process and many others…)
Take a look at the enhancements provided by Module Suite:
- Mobile Forms that can be used by workers to collect information in the field while leveraging device’s functions for data entry (ex: camera, video, scanning, etc.)
- Automatic generation of Business Workspaces & their elements (status, report details, attachments and members) after the submission of a form
- Offline pending submissions automatically synchronized on Extended ECM once connectivity is restored
- On Mobile Forms: drop down menus to rapidly select the project for which information should be provided; attachments that can be simply previewed on the mobile device without having to download them.
- On Extended ECM platform: user-friendly dashboard displaying all inspections with their associated status; process status that can be easily viewed to check the progress of the maintenance process
