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mComet for Apple®

User Guide Release 2.5.2.36

™

Introduction About mComet

Release 2.5.2.36 March 22, 1013 i

About mComet

Actsoft mComet User Guide

March 22, 1013 ©2012 Actsoft, Inc. All rights reserved.

Actsoft Confidential and Proprietary

This document contains proprietary information subject to a non-disclosure agreement and is not to

be released without prior written authorization from Actsoft, Inc. mComet, Comet Tracker (CT) and

the Comet Tracker logo are trademarks of Actsoft, Inc.

Apple, the Apple logo, AirPlay, Apple TV, Cover Flow, FaceTime, iBooks, iCal, iPhone, iPhoto, iPod,

iTunes, Keynote, Mac, Macintosh, Mac OS, Numbers, Pages, QuickTime, Safari, Spotlight, and the

Works with iPhone logo are trademarks of Apple Inc., registered in the U.S. and other countries.

Copyright Notice

Copyright laws of the United States and other countries protect the material contained in this document. It may not be reproduced, distributed, or altered in any fashion by any entity without the express written permission of Actsoft, Inc.

Statement of Accuracy

Every effort has been made to ensure that the information in this document is complete and

accurate at the time of printing. However, the information in this document is subject to change

without notice.

Supported Devices

Handsets

mComet for Apple® Release 2.5.2.36 should be used with the Apple iPhone or Apple iPad only.

mComet™ for Apple® User Guide

ii Actsoft, Inc. Rev. 3.0 www.actsoft.com

Document Ordering

To order a copy of this or any other document in the Actsoft documentation suite, contact your sales representative. Documentation will be supplied to clients of Actsoft, Inc. only.

Technical Support and Training

For technical support, contact Actsoft at:

Email: mailto:[email protected]

Phone: 813.936.1511

Fax: 813.600.4539

Mail: Actsoft, Inc. 10006 N. Dale Mabry Hwy., Ste. 100 Tampa, FL 33618

For training on the Actsoft product suite, contact:

Scheduling: 813.936.2331; then select menu option 3

Using mComet

The mComet handset application used with the Comet Tracker workstation application allows

workers in the field to communicate efficiently with the home office. Use mComet to clock in and

out of work shifts, enter information about jobs, and receive updated forms while in the field.

Purpose and Audience

This document is intended for users and administrators of the mComet cellular application. It

provides the following information:

Installation and setup

Configuration modification

Navigation

Working with customized forms

Detailed information on the Comet Tracker software is not provided in this document.

mailto:[email protected]

Introduction About mComet

Release 2.5.2.36 March 22, 1013 iii

Application Requirements

Web browser installed on the device

Operating system: Minimum – 4.x

Unlimited data, or applicable service plan

Management application (either of the following):

o Comet Tracker

o Comet EZ

Please contact Actsoft Technical Support about additional requirements for your handset software version and/or handset model.

What’s New in this Guide

mComet for Apple Release 2.5.2.36 features the following enhancements:

Enhanced Support –

mComet now supports the Apple iPhone 5 and iOS 6.

Revision History

Version Date Comments

1.0 January 1, 2009 Manual redesign

2.0 April 21, 2009 Manual redesign

3.0 February 22, 2010 Manual restructure

Symbols Used Frequently in this Document

Type What it Means:

Important Note

Warning – action may adversely affect application or handset performance


iv Actsoft, Inc. Rev. 3.0 www.actsoft.com

Introduction Contents

Release 2.5.2.36 March 22, 1013 v

Contents

About mComet ...........................................................................................................................................................i

Installing mComet .....................................................................................................................................................7

Preventing handset modifications ................................................................................................................................... 8

Uninstalling mComet ....................................................................................................................................................... 9

Handset Navigation ............................................................................................................................................... 10

Getting to Know the Application ................................................................................................................................... 11

Function Labels ........................................................................................................................................................................... 11

Submenus ................................................................................................................................................................................... 12

Required Fields and Lists ............................................................................................................................................................ 13

Setting Up mComet ............................................................................................................................................... 15

Suspending and Returning to mComet ....................................................................................................................................... 16

Using the Application ............................................................................................................................................ 17

Worker Status ............................................................................................................................................................... 17

Using Repeat Timer Alerts with Worker Statuses ....................................................................................................................... 18

GPS Status ..................................................................................................................................................................... 19

Working with Time Entry ...................................................................................................................................... 20

Using the Supervisor Time Entry Feature ................................................................................................................................... 20

Clocking In ..................................................................................................................................................................... 22

Clocking Out .................................................................................................................................................................. 24

Clocking On and Off Break ............................................................................................................................................. 25

Clocking On and Off Lunch ............................................................................................................................................. 25

Working with Forms .............................................................................................................................................. 27

Adding Images ............................................................................................................................................................... 29

Image Editing .............................................................................................................................................................................. 29

Capturing Signatures ..................................................................................................................................................... 32

Creating Child Forms ..................................................................................................................................................... 32

Advanced Forms ............................................................................................................................................................ 34

Screen Elements and Field Behavior........................................................................................................................................... 34

Sample Service Call Workflow .................................................................................................................................................... 37


vi Actsoft, Inc. Rev. 3.0 www.actsoft.com

Working with Archived Forms .................................................................................................................................................... 43

Working with Orders ............................................................................................................................................. 45

Receiving Orders and Order Alerts ............................................................................................................................................. 45

Refreshing Orders .......................................................................................................................................................... 46

Reading Orders .............................................................................................................................................................. 46

Searching Order Information ......................................................................................................................................... 47

Copying Order Information ............................................................................................................................................ 47

Updating Order Status ................................................................................................................................................... 48

Adding Forms to Orders ............................................................................................................................................................. 49

Mapping Routes ............................................................................................................................................................ 51

Working with Messages ........................................................................................................................................ 55

Viewing Handset Data History ....................................................................................................................................... 57

Filtering Records ......................................................................................................................................................................... 58

Creating Landmarks .............................................................................................................................................. 59

Using the Barcode Scanner .................................................................................................................................. 61

Index ....................................................................................................................................................................... 63

Glossary ................................................................................................................................................................. 65

Installing/Uninstalling mComet

Release 2.5.2.36 March 22, 1013 7

Installing mComet

Install mComet from iPhone’s App Store on your handset before using mComet.

1. Choose Home.

2. From the Home screen, choose App Store.

3. In the Search field, type Actsoft.

4. Select Install. The device will display the main menu and begin the mComet installation process.

5. When the GPS tracking dialog displays, allow tracking by choosing OK.

6. If you have a user account already, you can launch mComet. Enter your account number and

user number, and choose Login.


8 Actsoft, Inc. Rev. 3.0 www.actsoft.com

Preventing handset modifications

You can prevent users from making the following modifications to the handset:

deleting the mComet application

disabling location settings

mComet Application

1. In the Apple Settings, choose General > Restrictions > Enable Restrictions.

2. In the Allow section, switch Deleting Apps to Off. Now, mComet cannot be deleted from the

handset.

Location Settings

1. In the Apple Settings, choose General > Restrictions > Enable Restrictions.

2. Create a password, if necessary.

3. Verify that Location Services is set to ‘On’.

4. Choose Don’t Allow Changes. Now, any further changes will require the password.

Introduction Installing/Uninstalling mComet

Release 2.5.2.36 March 22, 1013 9

Uninstalling mComet

Uninstalling mComet from Apple devices is not required or recommended. However, you should

Contact Actsoft Technical Support at 813-936-1511 if you have any difficulties with the install

process.



Handset Navigation

mComet uses your handset’s navigation to move through screens and menus. In this document, the Apple iPhone 3, shown below, is used for all illustrations. If you are using a different handset model, keys, screens and menus may be slightly different.

For more detailed information on using your handset model, see your handset user guide.

Apple iPhone 3

Front camera To take a photo use the Front camera, or use the back camera.

Home button Touch to return to the Home screen, or to suspend mComet.

On/Off Sleep/Wake To power the handset on or off, press the On/Off Sleep/Wake button. Use

this button to send the phone into sleep mode and save the battery.

Volume buttons To adjust the handset volume, press the Volume up or down buttons.

Volume buttons

Home button

On/Off Sleep/Wake

Front camera

Getting to Know the Application

Release 2.5.2.36 March 22, 1013 11


mComet features the following functions:

Forms (Standard and Advanced) – Add forms for any type of job function, such as a

service call, delivery, etc.

History – View a historical record of all transmission actions performed on the handset.

You may also purge actions listed.

Home – Return to the Log In screen.

Landmark – Add a landmark for a specified location.

Messages – Send and receive messages.

Setup – Log on or change mComet account/user number for the handset.

Supervisor (Time Entry) – Supervisors can change worker time statuses remotely.

Timekeeping – Manage your workday time events, such as clocking in, clocking out, or

going on/off break.

Status – Update worker availability, job or form resources.

Navigate mComet using the function labels and icons at the bottom of the screen, submenus

and lists.

Function Labels

Function labels and their icons typically display at the bottom of the screen. Depending on

space constraints or screen type displayed, a subset of the available functions may display.

Additionally, you can select More to view additional functions.

When you choose More, additional functions display:



Choose Edit. The Configure screen displays, and you can drag and drop icons to your

preferred placement on the bottom menu.

When you are finished, choose Done.

Submenus

Submenu options change based on where you are in the application. For example, when you

are on a Forms screen, you can display the submenu to select Child Form or Camera. Or, on

the Child Fields screen, you can display the submenu to select options for working with child

records.

Display the submenu for a screen by selecting Menu, if it is available on the screen.

Additionally, use the Action button to complete an action on the handset.


Release 2.5.2.36 March 22, 1013 13

Required Fields and Lists

Use lists to choose specific values in fields. Your system administrator creates these values in

Comet Tracker. For example, in Timekeeping, you may have to choose certain values on

clock in, such as Vehicle Number or Employee Number. Additionally, your administrator may

allow you to enter unique data.

Required fields and list fields are designated by asterisks and drop-down arrows. Asterisked

fields will accept any combination of alphanumerical characters, or anything designated by

your administrator. As shown on the form below, the Company and Location fields are

required, as designated by the asterisk. The Company field features a drop-down arrow,

while the Warranty area shows a checkbox, indicating available data choices.

Home button

Asterisk – required field

Checkbox

Drop-down arrow

mComet Setup

Release 2.5.2.36 March 22, 1013 15

Setting Up mComet

On installation, mComet will perform an automatic setup using your PTN (Personal

Telephone Number) if it has been configured in Comet Tracker. If your PTN has not been

configured, log in on the Log In screen. Complete the setup process while you are in network

coverage.

Your account and user number are then stored on the handset. Choose Setup to change this

information.

1. Choose the mComet icon from the handset’s main menu. A splash screen displays,

with options for starting:

At this screen, you can either preview mComet (Take a Tour!), or log in.

2. If you have your Account and User Number, choose Log In and enter them on the Log In

screen.

3. Choose Log In to save the information and continue. User setup is now complete.



mComet sends the account/user information and downloads the handset settings

from the server. Menu options are determined by your system administrator.

Suspending and Returning to mComet

Press the Home button to exit mComet temporarily. You can then return to the

handset menu and use all the handset features. Choose the mComet icon again from

the handset’s main menu screen to resume mComet.

Using the Application

Release 2.5.2.36 March 22, 1013 17


Worker Status

Use Worker Status to communicate your availability to the office. Before you choose a

status, your current status is highlighted in the status listing. After you choose a status, the

updated status will also display on the Comet Tracker workstation.

Administrators can link statuses to forms for additional information. For example, an

Available or Unavailable status can be linked to a From Time/To Time form that you must

complete before your status is accepted.

1. Select Status from the menu at the bottom.

2. Choose a status from the Worker Status screen. Statuses with arrows are linked to

forms.

You can also use the filter field at the top of the screen to search for a status. Enter

the first few alphanumeric characters, and listings that match your search criteria

will display.

3. Complete any forms linked to the status you have chosen, if necessary. When you have

finished, choose Update Status from the confirmation dialog.

4. If required, display the submenu to capture a signature or to add an image to the form.

See Capturing Signatures on page 32 or Adding Images on page 29 for more

information.

5. Choose the Action button.



6. Choose Update Status again.

Now, your login is associated with your selected status until you change it. If you choose an

incorrect status, repeat the process.

Using Repeat Timer Alerts with Worker Statuses

Repeat timer alerts can be linked to worker statuses to provide ongoing updates. With

repeat timers, a time interval is associated with a status. For example, a 15-minute timer can

be linked to a 'Started Route' status to estimate destination travel time.

When repeat timer alerts are set up for your handset, it will:

sound a single audible tone, if mComet has been suspended

display the message “Worker Status Expired, Please check-in”

After you consent to check in, the following message displays onscreen:

The top of the form displays the time remaining for the alert. Next to the status is the total

allowed time. A countdown timer will display next to the Worker Status icon along the

bottom menu bar. Also, arrows at the end of a status indicate an associated form.

Choose Ok to confirm your status. The repeat timer continues to time your activity or status

in the background.

Each time the message is cleared, the updated status is sent to the CT workstation.


Release 2.5.2.36 March 22, 1013 19

To change the status when you have completed the conditions of the timer alert, return to

Status change the status. See Worker Status on page 17 for more information.

GPS Status

mComet automatically tracks the position of the handset. If you have allowed tracking on

installation, the GPS indicator in the top right corner of the screen indicates that the

handset is tracking.



Working with Time Entry

Supervisor time entry allows supervisors to change time cycle statuses remotely. Time entry

records are also available on the CT workstation and can be modified as necessary. Your CT

administrator creates the fields on the time entry screens.

Supervisor time entry must be activated for your account by Actsoft Comet Tracker Support.

Using the Supervisor Time Entry Feature

1. Select Supervisor from the menu.

On the Supervisor screen below on left, no workers are clocked in; on the right,

three (3) workers are now clocked in.

2. Click the plus(+) symbol to display the form to add workers and complete any necessary

fields.


Release 2.5.2.36 March 22, 1013 21

3. Choose Clock In, and then Submit.

4. Select the plus (+) icon to choose and add more workers, if necessary.

After you have entered and completed clock-in data, the Supervisor screen will

display a listing of worker- or supervisor-entered records.

5. To record the next event for a worker, select the worker. A checkmark displays next to

the worker. Select the Action button, and choose an event for the worker.



6. To advance multiple worker statuses, check multiple workers, select the Action button,

and then choose an event, such as Clock In/Out or Lunch On/Off. mComet will perform

the action on only the statuses logically affected by the change.

7. To delete a single time record, choose a worker and select the Trash icon. To delete all

records, choose all worker records and click the Trash icon.

Clocking In

Clock in when you are ready to begin work for the day. The time and date are recorded and

displayed on the CT workstation.

The Timekeeping screen will show your entire workday status by the following icons:

Clocked out Clocked in On or off break/lunch

1. Select Timekeeping from the menu at the bottom.


Release 2.5.2.36 March 22, 1013 23

2. Choose Clock In. You may have to complete additional form fields to clock in.

3. Complete the Clock In fields by using the handset keypad, or with the scanner, if

required.

Clock In screen fields are specified by your system administrator. For information on

completing Clock In fields using a barcode scanner, see Using the Barcode Scanner

on page 61.

The Forms option is available only if it has been set up by your system administrator. Additionally, the Landmarks option must be enabled by Actsoft Technical Support.

4. Choose Clock In in the upper right corner, and then choose Clock In again from the

submenu. The Timekeeping screen begins to clock your workday.



Clocking Out

Clock out at the end your work shift. The time and date are recorded and displayed on the

CT workstation. Clock Out data fields are created by your system administrator.

Administrators can also set automatic clock out. Do not clock out if your handset is set to

clock out automatically.

1. Select Timekeeping from the menu at the bottom.

The Timekeeping screen displays with your current status and time.

2. Choose Clock Out. If you made this choice by mistake, choose Cancel.


Release 2.5.2.36 March 22, 1013 25

3. Complete Clock Out fields using the keypad or by scanning, if required. For information

on completing fields with a barcode scanner, see Using the Barcode Scanner on page 61.

4. Choose Menu to add an image or capture a signature, if necessary.

5. Choose Clock Out again. The clocked out icon on your status listing indicates that you

are currently clocked out.

Clocking On and Off Break

Use mComet to indicate when you are on or off break. Break status, time, and date are

automatically sent to the CT workstation. mComet uses the Pause icon to indicate

on/off break status:

You cannot use any mComet functions outside Timekeeping while on break. However, you may use the handset functions.

1. Select Timekeeping from the menu at the bottom of the screen.

2. Choose Start Break. The screen displays the start and length of your break.

3. To end your break, slide the circle rightward on the bar.

Clocking On and Off Lunch

Use Timekeeping to indicate when you are on or off lunch. Lunch status, time and date are

automatically recorded and displayed on the CT workstation.



mComet shows your on or off lunch status using the pause icon:

1. Select Timekeeping from the menu at the bottom of the screen.

2. Choose Start Lunch.

The screen indicates that you are on lunch, and starts recording your lunch break.

To end your lunch, slide the circle rightward on the slide bar.


Release 2.5.2.36 March 22, 1013 27

Working with Forms

Use the Forms feature to record information on the handset. A form can be set up for any

type of job function (service call, delivery, customer visit, etc.). Forms is available only if it

has been configured by your system administrator. Your CT administrator creates the

customized fields for data capture.

When you send completed form information from the handset, Comet Tracker records the

date and time of completion. You can also create child records to enter more information

about a main form.

You can also enter and save form data, retrieve it later and edit it. The handset’s memory

determines the number of archived forms you can store. To begin working with forms:

1. Select Forms from the menu at the bottom. The number of forms archived on the

handset will display in a circle next to the Forms icon at bottom.

2. Select a form from the Form Selection screen.

The Form Selection screen lists advanced forms, blank (default) forms and archived

forms. Also, if your system administrator has configured it, you can choose New Form to

create a new form.

Additionally, the Forms icon at the bottom will display a number indicating the

number of archived forms on the handset.

3. Use the handset keypad to complete the form. Fields with asterisks are required. A

sample form is shown below.



Fields with camera icons will invoke the camera for image capture. Drop-down

arrow fields indicate data input choices.

4. Choose the Action button when you are finished to send the information to the server.

You can also display the submenu to add an image or capture a signature.

For information on completing form fields using the barcode scanner, see Using the

Barcode Scanner on page 61.

5. Confirm the action by choosing Submit. Or, you can choose Return to Form and choose

Archive Form to complete the form later.

6. You can also view all the data you have entered into your form. Choose Preview.


Release 2.5.2.36 March 22, 1013 29

7. If you have connected a wireless printer to your handset, you can choose Print to print

out the onscreen form preview.

Adding Images

Add images to form data to include more detail. Forms with images must include a data

value. Add images to forms in either of 2 ways:

With a form or child form onscreen, display the submenu and select Take Picture.

Navigate to a camera field to invoke the camera automatically. Camera-activated

fields are marked with a camera icon.

1. Choose Accept to keep the image, or choose the Reject to retake the image.

2. Choose the Action button when you have finished entering all form data.

Image Editing

With image editing, you can capture and alter images attached to a form. Workers can use it

to highlight areas on images captured in the field. For example, a claims adjuster can take a

picture on the property of a claimant, and highlight area(s) of damage.

Image editing is available when you are using the Forms or Advanced Forms features only.

Also, image editing operates only in your device’s Portrait mode. If you are working with an

image taken in landscape orientation, your device will convert it to portrait orientation.

You can either capture a new image or use an existing image for editing.

To capture a new image:

1. Touch the Menu button, and choose Take Picture.

2. When the shutter displays onscreen, touch the camera button to take the

image.



3. If the image is okay, touch the form name on the screen header. If you want to try again,

touch the Trash icon.

When you finish, your image is attached to the form.

To use an image already captured, retrieve an image from the device’s Camera Roll.

1. Navigate to a form field that will accept images.

2. Press and hold the field’s camera icon for three (3) seconds.

3. When the Camera Roll opens, select an image. Now the image is associated with the

form, and is available for editing.

When you modify an image taken from the Camera Roll, the original image is

unchanged. It is changed in the form only.

To begin editing:

1. Touch Menu on the form, choose Attached Data, and then choose Edit when the image

displays.


Release 2.5.2.36 March 22, 1013 31

2. Touch the Image Edit button to begin editing.

3. Choose OK to continue when the device displays the confirmation message, ‘Editing

Mode Enabled’. Pick a color from the color palette.

4. Touch the Image Edit icon again to move the image around to focus on a certain

area if necessary.

5. Choose OK to continue at the ‘Pan Mode Enabled’ confirmation message. Now, you can

move the image around and use the colors to edit the image.

When you are satisfied with your edits, touch the Action button. The device will display the

‘Edit Complete?’ confirmation dialog.

Choose from: Accept - return to the form, Discard - delete the image and edits, or Back -

return to the image and continue editing.

If you choose Discard to redo your edits, select Yes at the dialog to clear the canvas.



Capturing Signatures

You may be required to add a signature to a form. Signature capture fields are indicated by

the pen icon . To add a signature to form data:

1. Inside a form field, display the submenu, and choose Capture Signature. Or, navigate to

a form field that allows signature input.

2. Sign in the signature area with your finger.

3. Choose Accept to keep the signature, or Reject to sign again.

4. Choose the Action button to submit the form, or Archive Form to save it.

Creating Child Forms

Create a child form to enter additional information for a main form.

1. From a Form screen, display the submenu and choose Child Form.

The Child Form screen displays. The title bar shows the number of the current

record and the total number of child forms created (New/0).


Release 2.5.2.36 March 22, 1013 33

2. Complete the fields, entering up to thirty (30) characters in each field. For information

on how to complete fields using an optional barcode scanner, see Using the Barcode

Scanner on page 61.

3. To add another child form, choose the plus sign, or display the submenu for more child

form options.

4. Choose Done when you are finished with the Child Form(s).

5. Choose Submit when you are finished with all forms.



Advanced Forms

Advanced Forms are an mComet additional feature. Ask your system administrator if you should use Advanced Forms.

Advanced forms allow companies to customize new forms, or recreate paper forms for

completion on the handset. Save or archive forms on the handset to edit later. The

handset’s memory determines how many forms you can archive.

Anatomy of an Advanced Form

In Forms Designer, your administrator creates forms that include various screen elements,

such as buttons, drop-down lists and checkboxes. A main form is created, and then decision

field sections are added based on the data to be gathered. Repeatable forms are also

created to list multiple items of the same type.

Screen Elements and Field Behavior

Drop-down lists – Arrows next to a field indicate available data choices. If

configured, you can select multiple values, or add unique values.

Decision fields – Fields requiring you to make a decision after you enter data are

shaded. The text Leads to a Decision displays under the field.

Drop-down list searching – Enter search criteria in the text field at the top of the

drop-down list to search list values. If the field is editable, you can add a unique

value and choose (+) when you are finished. Added values stay at the top of the list

unless deleted, changed in the Forms Designer or if login information is changed.


Release 2.5.2.36 March 22, 1013 35

Calculation fields - Calculation fields are based on formulas that calculate data

entered into the form. For example, the Tax field below contains a mathematical

formula that divides the Sub Total field by 0.07. Calculation fields can save time and

increase the accuracy of simple or complex operations.

Perform calculations such as addition, subtraction, multiplication and division.

Calculations can only be performed using currency, numeric and some repeatable

fields.

Repeatable fields – Repeatable fields can be also used for calculations such as

count, sum and averaging. They feature the multiple page icon for easy recognition.

Asterisks and Icons –Fields with asterisks are required, and camera-activated

fields display a camera icon .

Hidden Data Input fields – If your system administrator has configured it, entries in

selected form fields will be replaced with security dots as you type. Additionally,

security dots will display in the form preview. Hidden data input capability can be

found in text, numeric, calculations, currency, odometer, camera, drawing and

signature fields.

Phone Number fields – If configured, phone number fields can automatically format

based on US or International format. United States phone numbers must contain an

area code before the associated form can be submitted.



Drawing fields – A blank canvas is available for you to create graphics to include

with your forms. You can draw, enter text, crop and change the orientation of your

creations within the form. Choose the Drawing icon:

Email fields – Search and select one or more email addresses from the handset

contact list. You can also enter a unique email address. As you enter a new address,

the text will be red until it conforms to normal email protocol. The address will

change to green when it is acceptable. Click the plus (+) to add the address to the

contact list.

The following scenario illustrates how advanced forms can be used.


Release 2.5.2.36 March 22, 1013 37

Below is the process flow of the preceding scenario.

Sample Service Call Workflow

Customer Name

Legend

Conditional Section:

Non-Conditional Data/Action:

Under Warranty

Estimate Performed

Description of Work Estimated Cost

End Svc Call

Customer Accept

Estimate

Perform Work

End Svc Call

A

A

Start

Repeatable Fields:

Parts Used Job Completed

Pt No Pt Name

Yes

No

Yes

No

Reason

End Svc CallYes

No

Parts Needed

Escalation

Parts Used

Pt No. Pt Name

Return Date

Contact Phone

End Svc Call End

The following pages illustrate the handset screens and steps that correspond to the

preceding service call flow and scenario.



1. Select a form type from the Form Selection screen.

2. Begin the form, entering the required information.

Drop-down arrows indicate that there are data choices for a field. Fields with

asterisks are required, and camera-activated fields display a camera icon.

Conditional sections are shaded – note that additional information will display

based on the choice you make for ‘Estimate Performed’.

On the form below, the ‘Estimate Performed’ section is complete. When you

choose Yes, another section displays in which you can describe the work to be

performed.


Release 2.5.2.36 March 22, 1013 39

3. Enter the estimated dollar value in the ‘Estimated Cost’ field and select an answer to

‘Customer Accept Estimate’. Note that the ‘Customer Accept Estimate’ section are

shaded, indicating that it is conditional.

When you select ‘Yes’ to Customer Accept Estimate, the Parts Used repeatable form

displays for completion. The ‘Parts Used’ section is a repeatable form, as indicated

by the multiple page icon.

4. Click on the Parts Used section and the repeatable form displays, as shown below.

Choose More to create and complete this form as many times as needed to list all parts

used.

Repeatable

form



5. Add more information about the part type(s) used on the repeatable screens that

follow, and choose Done.

After you complete all necessary repeatable forms, the main form will redisplay for

completion.

6. Continue to the next conditional section of the form, Job Completed. Select No.


Release 2.5.2.36 March 22, 1013 41

7. Enter the reason for the job status, and go to the Parts Needed repeatable forms.

8. Enter the parts needed in the repeatable form. Select More to add more repeatable

forms, and Done when you are finished.

Repeatable

form



9. On the main form, continue with the Return Date and the Contact Phone.

The handset default format for dates is used for date entry.

10. Choose the Action button, and confirm the action by choosing Submit.

11. Choose Archive Form to complete the form later, or Archive and Submit to submit the

completed form, and archive a copy to be reused later.

12. Choose Preview to view all the data you have entered into your form.


Release 2.5.2.36 March 22, 1013 43

13. If you have connected a printer to your handset wirelessly, you can choose Print to print

out a preview of the onscreen form.

Working with Archived Forms

Archived forms can now be renamed either upon saving or from the Archive list.

1. To set the rename option, first in the Apple Settings, select mComet from the Apps list.

2. Set Prompt for Archive Name to On.

3. Now, when Archive or Archive and Submit are selected, a prompt containing the

current form name will display with a blinking cursor in the Name field.

renamed:

4. Select Archive. The new form name displays in the Archive Form Selection screen.



You can also rename a form from the Archive list:

1. Select the Edit button from the top of the screen. A dialog message will display, and all

form names change to a bold blue typeface.

2. Choose a form from the list, and change the name.

3. Select Done on the keyboard.

4. Choose OK on the confirmation dialog.

5. The new name displays at the top of the form when you reopen it. Note that the form is

renamed on the handset only. The original name is retained in the desktop or web

application.


Release 2.5.2.36 March 22, 1013 45

Working with Orders

Use Orders to:

Receive and view detailed information about dispatched orders

Update order status

Enter additional information about dispatched and completed orders

The number of new, unread orders will display on top of the Orders icon at the bottom of

the screen. Sort orders in ascending or descending order, map order directions, or add forms

to the orders to include additional information.

Receiving Orders and Order Alerts

If you are in the network coverage area, you may receive an order alert on your handset to

inform you when a new order has been dispatched or if an order has changed. If you have

mComet in the background when an order is received, the following dialog displays:

Choose Close or View.

If mComet is running when an order is received, the following dialog displays:



Choose OK from the alert message to refresh the orders automatically.

Refreshing Orders

To refresh orders, choose the Refresh icon on the Order Screen.

Any new orders assigned to you are displayed with an asterisk on the left. The asterisk

indicates that the order has not been read.

Reading Orders

When you select Orders, all orders assigned to you are displayed. An asterisk precedes new,

unread orders. Up to 200 orders can be displayed on the handset. When you reach the limit,

purge viewed orders to receive new orders.

1. Choose Orders from the main menu.

2. Select an order from the Order screen.

3. Review the order information.

Click on hyperlinked text in the order information and send emails, map address

routes or dial phone numbers.

4. Choose the Orders to return to the Orders screen.


Release 2.5.2.36 March 22, 1013 47

The Orders Screen redisplays. When an order has been read, the asterisk (*) no

longer displays in front of the order.

Searching Order Information

You can sort the orders in ascending or descending order to find a specific entry, or you can

use the Use the Filter option at the top of the Orders screen to search through order

information

1. Choose Ascending or Descending from the Orders screen. When the orders are sorted,

search for your order.

2. Or, type your search criteria in the Filter field.

Orders that fit your search criteria will display on the screen, or a message of ‘Order

Not Found’.

Copying Order Information

Copy order information for use with other Apple applications or mComet functions. For

example, you can copy order information to include in an email, or a message.

1. On the Read Order screen, hover over the text that you want to copy.

2. When the copy menu displays, you can either touch Copy to copy only what was

hovered over, move the slider to cover more text, or choose Select All to copy all

contents of the order.



3. Navigate to where you will paste the text, hover again to display the submenu, and

choose Paste.

Updating Order Status

Statuses updated on the handset are displayed on the Comet Tracker workstation. You must

be clocked in to update order statuses.

The statuses available on your handset are set by your Comet Tracker server administrator.

Your Comet Tracker administrator may set statuses so that they must be selected in a

certain order. An error message will display if you choose a status that is out of sequence.

1. Choose an order from the Orders screen.

2. From the Read Order screen, choose Change Status to choose from a list of statuses to

change.

3. Choose a status from the Select Status screen. An arrow at the end of a status indicates

that forms are linked to the status. These forms must be completed before you can

submit the order.


Release 2.5.2.36 March 22, 1013 49

The status will change automatically if no forms are required.

4. When you are finished completing any linked forms, display the submenu and choose

Done. The updated status displays in the order summary information on the handset,

and on the Comet Tracker workstation.

5. To cancel the status change and choose a different one, choose Change Status again.

Adding Forms to Orders

You can add a form to an order to include more information about the selected order.

1. Choose Order Form from the Read Order screen.

2. Complete the form, and choose Submit . A dialog will display that will offer the

following options: Discard, Save, Send Form or Return to Form.



3. Choose Menu to view and select from additional options, as shown below:


Release 2.5.2.36 March 22, 1013 51

Mapping Routes

Use Map Orders or Get Directions from the Orders function to show directional and text

maps for order routes. You must be within network coverage to view maps. Note that your

handset will use Google Maps for displaying directions – refer to the handset manual for

more detailed information on screen elements specific to Google Maps.

1. From the Orders screen, choose an order and touch Map Orders.

mComet will pinpoint your location and display it on the map. The blue highlighted

circle indicates your location.

Touch the arrow at the end of the information header to display a summary map

showing an overview of the entire route. Pushpins indicate the starting (green) and

ending (red) points of the route.



2. Press Start to view directions for the route in a turn-by-turn format. The first segment of

the route is displayed, along with text instructions at the top of the screen.

3. Continue using the forward arrow to view each new turn in the route until you reach the

destination.


Release 2.5.2.36 March 22, 1013 53

4. You can change the address of the route by choosing Edit. Then you can modify the

address information.

5. Choose Route after you have modified the Start or End addresses to view the re-figured

route. A new route summary map displays showing your new location along the route.

The turn-by-turn maps and directions will also begin from your new location.

6. From the map screen, choose Directions to view directions in text format only, without

the map.

The Directions screen displays with text directions for the route, including the

distance and the estimated drive time from start to end.



7. You can also touch Menu to view additional Google Map options, as shown below:

Drop Pin – Add a new destination on the map

Hide Traffic – Do not show traffic on highways

Map – View map along with route

Satellite – See satellite view along with route

Hybrid – See a combination of satellite and

List – Display text-only directions

8. Touch the Map icon to return to the map, or List to return to the text directions.


Release 2.5.2.36 March 22, 1013 55

Working with Messages

Use Messages to communicate with supervisors and other workers. Receive and view

messages, along with items sent in response. A number on the envelope indicates that new

messages have been received.

1. Choose the Messages form the menu.

Current messages in your Inbox will display. Choose Refresh to display new

messages.

2. Choose a message to review.

3. Review the message. When the message is opened, a ‘Read receipt’ message is sent

back to the sender.



4. Choose Reply to respond, or Delete to discard the message. Note: Deleted

handset messages are kept on the CT server.

The Reply screen displays, populated automatically with the sender’s name.

However, you can choose the To field to display a listing of additional recipients, as

shown below, and then choose Accept.

5. Type a response and choose Send.

6. To compose a new message, choose the Write icon from the Inbox screen. Select

message recipients, enter a subject in the Subject field, and type your message.


Release 2.5.2.36 March 22, 1013 57

Viewing Handset Data History

Choose History to verify the status of data transmitted from the handset.

When data is completed, an entry is added to the History screen with timestamps for time

added and time submitted to the server. If the transmission is successful, a green circle

displays on the record, as shown below.

If the device is unable to send the data, the Sent timestamp is blank and a yellow circle

displays next to the record.

You can also review any form type that has been completed and submitted. Forms

associated with actions, such as Clock In forms, are also available for review. Reviewable

forms are displayed in blue. Note that submitted forms can be reviewed only – they cannot

be modified.



Filtering Records

You can set a filter to display only specific record types, choose the maximum number of

records to display on the screen, or to hide the feature completely. You can hide or display

the following records:

Timekeeping Worker Status History Panic Alert Supervisor Landmark Forms Orders

1. Choose mComet from the Apps menu.

2. Choose your desired settings for the fields displayed onscreen.

Even if Show History is set to ‘Off’, records continue to be stored, so when it is re-

enabled, previously-added records will display.

3. Select Ok. If you opt to hide history records, they continue to be stored and are

available when History is re-enabled.


Release 2.5.2.36 March 22, 1013 59

Creating Landmarks

Create a landmark based on any location. The landmark is stored in the database and is

available on the CT workstation. Landmarks must be activated for your account by Actsoft

Comet Tracker Support. Additionally, you may need to clock in to access this option.

1. Choose Landmark from the menu. The Landmark screen displays.

2. Enter a name for your landmark in the Name field.

A map of your current location displays with the latitude and longitude automatically

populated.

If you want to select a position that is not displayed on the map, touch and zoom in

on the map to select a point manually.



When you press and hold on the location, a manual location is created, which

changes the latitude and longitude from the default location. After you select a new

location, the Latitude and Longitude fields are re-populated.

3. Complete any additional fields displayed on the screen.

4. Choose the Action button when you are finished. The form is cleared, and you can

create a new landmark.

Your landmark is also displayed on the Comet Tracker workstation.


Release 2.5.2.36 March 22, 1013 61

Using the Barcode Scanner

Use your handset’s barcode scanner to scan barcodes. When using the handset as a scanner,

you do not have to enter barcode data into forms manually.

1. Navigate to one of the four (4) screens that allow barcode scans:

Form/Child form Repeatable Form

Clock In Clock Out

2. Choose a form field that is configured to accept a barcode scan, such as a text field.

3. Hold and press the field to display the field submenu.

4. Choose Scan, and center the camera viewfinder on the barcode you want to scan. The

handset will scan the barcode and populate the field you have chosen.

Scans may be unsuccessful if the data conflicts with form field constraints.

Index

Release 2.5.2.36 March 22, 1013 63

Index

Adding images to forms, 29 Adding signatures to forms, 32 Advanced forms, 34

field behavior, 34 screen elements, 34

Advancing multiple time statuses, 22 Alerts

repeat timer, 18 Application

requirements, iii Archived forms, 42, 43 Barcode scanner, 61 Clocking in

icon, 22 Clocking in, 22 Clocking on and off break, 25 Clocking on and off lunch, 25 Clocking out, 24 Convenience keys, 10 Copying

order data, 47 Creating child forms, 32 Data record

history, 57 Deleting time records, 22 Filtering

messages, 58 records, 58

Forms adding signatures, 32 advanced, 34 archived, 27, 34 child, 32 child field, 27 feature, 27

Function labels, 11 GPS Status, 19 Handset

requirements, iii History, 57

data record, 57 Images, 29 Installing mComet, 7 Landmarks

creating, 59 option, 59

Links in orders, 46

Lists, 13 Mapping routes, 51 mComet

installation, 7 setup, 15

Messages filtering, 58 history, 57

sending and receiving, 55 Messaging, 55 Navigating

mComet, 10 New features, iii Orders, 45

copying, 47 linked text in, 46 reading, 46 refreshing, 46 searching, 47

Reading orders, 46 Refreshing

orders, 46 Renaming archived forms, 43 Required fields, 13 Returning from suspended status, 16 Route map, 51 Screen elements

asterisks and icons, 35 auto-formatted phone fields, 35 calculation fields, 35 decision fields, 34 drawing fields, 36 drop-down lists, 34 email fields, 36 hidden data input fields, 35 repeatable fields, 35 searching a drop-down list, 34

Searching orders, 47

Setup, 15 Signatures, 32 Status

GPS, 19 updating orders, 48 worker, 17

Submenus, 12 Supported devices, i

handsets, i Suspending mComet, 16 Technical support and training, ii Time entry

supervisor, 20 worker, 20

Time records deleting, 22

Time status advancing multiple, 22

Uninstall mComet, 9 Updating

order status, 48 What’s new, iii

history form review, iii Worker status, 17 Worker time entry, 20



Working with forms, 27 Working with messages, 55

Working with orders, 45

Glossary

Release 2.5.2.36 March 22, 1013 65

Glossary

Account number An Actsoft-issued number used to access mComet on the handset.

Asset Any object owned by a company that can be tracked, such as equipment.

Child form A subform that provides additional information about the main (or parent) form.

Comet Tracker (CT) The suite of applications used to configure GPS monitoring and the mComet application on the handset. There are four (4) versions of Comet Tracker:

Comet EZ (Web version)

Comet Tracker

Comet Mobile Worker

Comet Tracker Lite (handset tracking only – no desktop application required)

Decision field Afield on an advanced form containing data that requires a decision. Depending on the user’s response, additional sections may display for completion.

Form An mComet feature used to record and store data on the handset. A form can be set up for any type of job function (service call, delivery, customer visit, etc.). Forms is available only if it has been configured by your system administrator. Your system administrator creates the customized fields for data capture.

GSM Global System for Mobile communications. GSM is a digital mobile telephony system that is widely used in Europe and other parts of the world. It uses a variation of time division multiple access (TDMA) and is the most widely used of the three digital wireless telephony technologies (TDMA, GSM, and CDMA). GSM digitizes and compresses data, then sends it down a channel with two other streams of user data, each in its own time slot. It operates at either the 900 MHz or 1800 MHz frequency band.

GPS A satellite-based radio navigation system that consists of three segments – the satellite constellation, ground control network, and user equipment. People use GPS on their mobile devices for navigation software applications.

Landmark A geographical location that users can mark and store in the handset for retrieval, such as an address on a delivery route.



mComet The handset application used with the CT workstation application that allows workers in the field to communicate with the home office. mComet uses built-in GPS tracking function to gather location information at specified time intervals and transmit the resulting data to the hosted server. Use it to clock in and out of work shifts, enter information about jobs, and receive updated forms while in the field.

Repeatable form A form used multiple times to enter related data. For example, multiple parts used on a service call can be entered into separate repeatable forms.

SMS A communication service standardized in the GSM mobile communication system, using standardized communications protocols allowing the interchange of short text messages between mobile telephone devices.

Form A user-defined event or item added into the Form area of mComet.

Time status cycle A linear set of user work statuses (Clocked In, Clocked Out, On Break, Off Break, On Lunch, Off Lunch) used to advance workers through their workday.

User number An Actsoft-issued number used for access to the mComet on the handset.

©2013 Actsoft, Inc. All rights reserved. mComet, Comet Tracker and the Comet Tracker logo are trademarks of Actsoft, Inc. Apple, the Apple logo, AirPlay, Apple TV, Cover Flow,

FaceTime, iBooks, iCal, iPhone, iPhoto, iPod, iTunes, Keynote, Mac, Macintosh, Mac OS, Numbers, Pages, QuickTime, Safari, Spotlight, and the Works with iPhone logo are

trademarks of Apple Inc., registered in the U.S. and other countries. AT&T, the AT&T logo and all other AT&T marks contained herein are trademarks of AT&T Intellectual

Property and/or AT&T affiliated companies.

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