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mComet for BlackBerry User Guide Release 6.0.20

® ™

Introduction About mComet

Release 6.0.20 June 7, 2012 i

About mComet

Actsoft mComet User Guide

June 7, 2012 ©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 Compass, Comet Tracker and the Comet Tracker logo are trademarks of Actsoft, Inc. BlackBerry® and related trademarks, names, and logos are the property of Research In Motion Limited and are registered and/or used in the U.S. and countries around the world. Grabba™ and Grabba EnterMo™ are registered trademarks of Grabba International Pty Ltd. All other product names and services are the property of their respective owners.

Copyright Notice

Copyright laws of the United States of America 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 BlackBerry Release 6.0.20 should be used with the following BlackBerry Smartphone models:

9300 Curve 9330 Curve 9350 9360 9570 Storm 9670 Style 9650 Bold

9530 Tour 9780 Bold 9700 Bold2 9800 Torch 9810 9850 9860

9900 9930

mComet™ BlackBerry User Guide

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

Peripherals

mComet for BlackBerry® Release 6.0.20 can be used with the following hardware peripherals:

Barcode Scanners

• Flic Cordless • BL1000 • LaserChamp • Cordless • RoadRunner • BRR • Cordless (ROV) • Grabba™ S-Series

Signature Capture Grabba EnterMo™ , Grabba™ S-Series Scanner Printer Samsung Bixolon® SPP-R200

Handset Functionality

Instructions in this document are intended to be independent of any particular handset model. As such, only the software interface will be shown in most instances. Please see the user manual for your handset for specific instructions on key placement and features.

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:

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

mailto:[email protected]

Introduction About mComet

Release 6.0.20 June 7, 2012 iii

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.

mComet uses built-in GPS tracking function to gather location information at specified time intervals and transmit the resulting data to the hosted server.

Purpose and Audience

This document is intended for users and administrators of the mComet cellular application. It provides the following information:

• Installation and setup • Modifying worker time statuses • Working with various forms and orders • Working with maps and getting directions

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

Application Requirements

• Web browser installed on the BlackBerry device • Operating system of 6.X.X.X or higher • BlackBerry Desktop Software (for desktop installation) • USB cable (for desktop installation) • Unlimited or similar data service plan • Management application (either of the following):

o Comet Tracker installed on a workstation o Comet EZ

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


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

What’s New in this Guide

mComet Release 6.0.20 is a maintenance release. No new software changes have been made. However, improvements have been made to existing features.

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 software/handset performance

Hot key – use the handset key shortcut(s) to access application functions

Introduction Contents

Release 6.0.20 June 7, 2012 v

Contents

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

Installing mComet .....................................................................................................................................................1

Desktop Installation ........................................................................................................................................................ 1

Web Installation .............................................................................................................................................................. 5

Setting Application Options ............................................................................................................................................. 9

Icon Location Option .................................................................................................................................................................... 9

GPS Options ................................................................................................................................................................................ 10

Wi-Fi Connections ....................................................................................................................................................................... 11

Uninstalling mComet ..................................................................................................................................................... 11

Handset Navigation ............................................................................................................................................... 13

Getting to Know the Application ................................................................................................................................... 15

Menu Icons ................................................................................................................................................................................. 15

Required Fields and Lists ............................................................................................................................................................ 16

Setting Up mComet ............................................................................................................................................... 19

Suspending and Returning to mComet ....................................................................................................................................... 20

Setting a Pin Code ......................................................................................................................................................... 20

Changing the Pin Code ................................................................................................................................................................ 21

Setting Panic Mode ....................................................................................................................................................... 21

Activating Panic Mode ................................................................................................................................................................ 22

Using the Application ............................................................................................................................................ 23

Using Worker Status ...................................................................................................................................................... 23

Using Repeat Timer Alerts with Worker Statuses ....................................................................................................................... 23

Working with Time Entry ...................................................................................................................................... 25

Setting Up Supervisor Time Entry ............................................................................................................................................... 25

Using Supervisor Time Entry ....................................................................................................................................................... 26

Setting Up Worker Time Entry .................................................................................................................................................... 27

Using Time Punch ....................................................................................................................................................................... 27

Clocking In ..................................................................................................................................................................... 28

Clocking Out .................................................................................................................................................................. 30

Clocking On and Off Break ............................................................................................................................................. 30

Clocking On and Off Lunch ............................................................................................................................................. 31


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

Working with Forms .............................................................................................................................................. 32

Using Auto-Form ......................................................................................................................................................................... 32

Adding Images to Forms ............................................................................................................................................................. 33

Adding Signatures to Forms ........................................................................................................................................................ 34

Creating Child Forms .................................................................................................................................................................. 35

Advanced Forms ............................................................................................................................................................ 36

Screen Elements and Field Behavior........................................................................................................................................... 36

Sample Service Call Workflow .................................................................................................................................................... 39

Working with Orders ............................................................................................................................................. 44

Order Alerts ................................................................................................................................................................................ 44

Refreshing Orders .......................................................................................................................................................... 44

Reading Orders .............................................................................................................................................................. 45

Searching Order Information ......................................................................................................................................... 46

Copying Order Information ............................................................................................................................................ 46

Updating Order Status ................................................................................................................................................... 47

Using Route Map ........................................................................................................................................................... 48

Using Forms with Orders ............................................................................................................................................... 50

Auto-Form with Orders............................................................................................................................................................... 51

Viewing GPS Status ........................................................................................................................................................ 52

Working with Messaging ...................................................................................................................................... 53

Working with Maps ................................................................................................................................................ 55

Manager Map Configuration ......................................................................................................................................... 55

User Map Labels ......................................................................................................................................................................... 55

User Groups ................................................................................................................................................................................ 56

Manager Map ................................................................................................................................................................ 58

Refreshing the Manager Map ..................................................................................................................................................... 59

Viewing Selected Users on the Map ........................................................................................................................................... 59

Zooming In or Out on the Manager Map .................................................................................................................................... 60

Viewing Groups on the Manager Map........................................................................................................................................ 60

Viewing Address Information ..................................................................................................................................................... 61

Copying User Address Information ............................................................................................................................................. 62

Using My Location ......................................................................................................................................................... 62

Zooming In or Out on My Location ............................................................................................................................................. 63

Refreshing the My Location Map ............................................................................................................................................... 64

Introduction Contents

Release 6.0.20 June 7, 2012 vii

Getting Directions ....................................................................................................................................................................... 64

Creating Landmarks ....................................................................................................................................................... 69

Barcode Scanners ................................................................................................................................................. 70

Enabling Bluetooth and Pairing the Devices .................................................................................................................. 70

Using Scanners with mComet ........................................................................................................................................ 72

Resetting the Scanner .................................................................................................................................................... 72

Using a Printer ....................................................................................................................................................... 74

Pairing the Printer ......................................................................................................................................................... 74

Appendix ................................................................................................................................................................ 77

................................................................................................................................................................................. 77

Setting Up Order Alerts ................................................................................................................................................. 78

Setting Up Auto-form Timeout ...................................................................................................................................... 80

Using the Grabba Scanner ............................................................................................................................................. 81

Grabba Scanner Setup ................................................................................................................................................................ 81

Using the Scanner ....................................................................................................................................................................... 82

Supported Barcodes ...................................................................................................................................................... 83

Index ....................................................................................................................................................................... 85

Glossary ................................................................................................................................................................. 88

Installing/Uninstalling mComet

Release 6.0.20 June 7, 2012 1

Installing mComet

Install the application on your handset before using mComet.

If you are installing an upgrade to an existing version of mComet, you must first uninstall the existing version. Contact Actsoft Technical Support for assistance with all uninstalls.

There are two ways to install mComet:

• from the desktop • via the Web

Desktop Installation

Download the mComet for BlackBerry® application installation files.

1. Connect the handset, via USB cable, to the PC where the mComet files are located.

2. Open the BlackBerry Desktop Manager and double-click Application Loader.

3. When the Application Loader window displays, click Start in the Add/Remove Applications section.

4. Click Browse in the Device application selection window.


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

5. Navigate to the location of the mComet for BlackBerry® application files.

Contact Actsoft Technical Support for the correct mComet barcoda.alx and .cod files.

6. Individually select and open each of the following .alx files:

• mComet.alx • ExpeDataMobileImageGenerator.alx • BaracodaBT.alx

Introduction Installing/Uninstalling mComet

Release 6.0.20 June 7, 2012 3

7. The mComet files are added to the Device application selection window, and are selected by default.

8. Click Next, and a summary of the pending installs will display.

A dialog message confirms that ‘The loading operation was successful.’



9. Click Main Menu to return to the main menu. If you have finished with the Desktop Manager, close the application.

To complete the application installation, follow the instructions in the Setting Application Options section.


Release 6.0.20 June 7, 2012 5

Web Installation

If you are installing an upgrade to an existing version of mComet, you must first uninstall the existing version. Contact Actsoft Technical Support for assistance with all uninstalls.

1. From the handset main menu, select the Internet Browser icon .

2. On the browser screen, enter the URL for the mComet application, and choose OK: www.actsoft.com/OTA/mcomet

3. Select Download.

4. When the download is complete, a dialog message confirms that ‘The application has been successfully installed’. Choose OK.

5. Set the permissions for the mComet application:



6. Ensure that the correct permissions are set, press the Menu key, and choose Save.

7. Read the End User License Agreement (EULA), press the Menu key and choose Accept.


Release 6.0.20 June 7, 2012 7

8. Choose Yes to allow the wireless data usage charges.

mComet will attempt to log you on automatically with the PTN (personal telephone number) set up in Comet Tracker. If your handset’s identifying data have not been set up in Comet Tracker, the Setup screen will display for you to enter your credentials.

9. To complete the application installation, follow the instructions in the Setting Application Options section.



Network Data Selection for the GSM BlackBerry

After initial installation of mComet, the mComet Internet Setup Wizard screen displays. On this screen, you can specify the Network Data transport to be used for submitting GPS/phone data to the Comet Tracker desktop application.

The network option test runs automatically on new installations. However, if the device is not sending data to Comet Tracker, run the test again by selecting Network Options from the Setup screen.

1. On the mComet Network Wizard screen, select the transports to test.

On the mComet Network Report screen, a green checkmark after a protocol means that a valid data connection is available.

2. Select a protocol from the connections listing.

3. A confirmation dialog message will display to confirm your selection. Select Yes or No. Selecting ‘No’ will return you to the mComet Network Report screen to reselect.

If you need to access the protocol selection options after initial installation, go to Setup > Network Options.


Release 6.0.20 June 7, 2012 9

Setting Application Options

After you have installed mComet, set the following options:

• Icon location • GPS options • Wi-Fi connections

Icon Location Option

Some handset models may send mComet directly to the Downloads folder after installation. If you do not see the mComet icon on the home screen, follow these steps to move the icon to the home screen for convenience.

1. Navigate to the Downloads folder, and press the Menu key. Choose Move To Folder.

2. Choose Home from the listing.

3. Press the Menu key again and choose Switch Application.

Now you can choose the mComet icon from the main menu listing.



GPS Options

1. Select the Options icon from the handset’s main menu.

2. On the Options screen, select Advanced Options.

3. On the Advanced Options screen, display the submenu and choose GPS.

For CDMA devices, open the GPS Services menu.

4. Ensure that GPS Services is set to ‘Location ON’.


Release 6.0.20 June 7, 2012 11

Wi-Fi Connections

Depending on the Blackberry Smartphone model you have, you may or may not have Wi-Fi access. If you have a Wi-Fi-enabled Smartphone, follow the instructions below to configure the Wi-Fi settings.

1. Select the Manage Connections icon from the handset’s main menu,.

2. When the Connections dialog displays, ensure that Wi-Fi is set to On.

3. The Wi-Fi icon at the top right of the screen indicates that the wireless radio is now set to

the On position.

Uninstalling mComet

You must uninstall mComet before installing a new version of the application. Contact Actsoft Technical Support at 813-936-1511 for assistance with all uninstalls procedures.

Navigating mComet

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Handset Navigation

mComet uses the navigation tools available on your handset to move through screens and menus. In this document, handset keys and screen captures are represented using the BlackBerry Tour 9630, shown here. If you are using a different handset model, keys, screens and menus may be slightly different.

For detailed information on how to use your handset model, see your handset user guide.

BlackBerry Tour™ 9630

ALT key To perform function shortcuts, press the ALT key along with alpha or numeric keys.

Backspace/Delete key

To backspace to delete a character, press the Backspace/Delete key. Additionally, on the Tracking Status and Order Information screens, press the Backspace/Delete key to view the first page of information.

Symbol key

End/Power key

Escape key Menu key

ALT key

Send key

Backspace/Delete key

Enter key

Left convenience key

Trackball

Space key



End/Power key To end a call or to power the handset on or off, press the End/Power key. Additionally, you can press the End/Power key to return to the home menu when you are not on a call.

Enter key To select an item onscreen, press the Enter key.

Escape key To return to the previous screen, press the Escape key.

Left Convenience key To activate Panic mode, press the Left Convenience key for 5 seconds. To deactivate Panic mode, press the Left Convenience key again for 5 seconds.

Menu key To access submenus within mComet, press the Menu key. Or, press it to

access the BlackBerry handset menu.

Send key To make a phone call, type the numbers and press the Send key.

Space key To insert spaces between letters or words, use the Space key. Additionally, on the Tracking Status and Order Information screens, you can press the Space key to view the last page of information.

Symbol key To insert symbols within data that you type, press the Symbol key.

Trackball To move the cursor, roll the Trackball. To perform an action or confirm a selection, press the Trackball to select the desired onscreen option.

Getting to Know the Application

Release 6.0.20 June 7, 2012 15


Navigate through mComet using:

• Menu Icons

• Submenus

• Lists

Menu Icons

Icon Name Hot key Use

Main Menu Screen

Supervisor U Supervisors can change worker time statuses remotely.

Timekeeping T

Manage workday time events, such as clocking in, clocking out, on /off break.

Time Punch

P

Manage your own time events, and other workers’, if you know the necessary credentials. Time Punch differs from Supervisor Time Entry in that you cannot see time records for other workers.

GPS Status

G Monitor the locations of assets, such as handsets.

Manager Map

A Supervisors can view their location and the locations of all tracking users.

Directions

D Access directions to any location.

My Location

Y View your location on the map.

Worker Status

W Update worker, job or form resources.

Forms F Add forms, (tasks) for any type of job function, such as a service call, delivery, etc.

Landmarks L Add a landmark for a location.

Orders

O

View and update order information. The number of unread orders displays on the icon.



Submenus change depending on where you are in the application. For example, when you are on a Forms screen, you can display the submenu to select Save or Cancel. Or, on the Child Fields screen, you can display the submenu to select options for working with child records. Additionally, depending on the type of Smartphone you have, displaying the submenu may involve pressing the trackball, trackwheel, tracking square, or the Menu key.

Required Fields and Lists

Lists allow you to select specific values for fields. Your system administrator creates these values in Comet Tracker. For example, in Timekeeping, you may have to choose from specific values on clock in, such as Vehicle Number or Employee Number. Additionally, your administrator may allow you to enter unique data.

Required fields are designated by an asterisk. List fields are designated by a drop-down arrow. Asterisked fields will accept any combination of alphanumeric, special characters or spaces, depending on what your administrator has configured.

As shown on the custom form below, the Tool, Qty and Pay Collected fields are required. Additionally, the Pay Collected field features data options to choose from, indicated by the drop-down arrow.

Setup S Enter Account Number/User Number, set up scanning devices or configure worker

time event behavior.

Messages

M

Send/receive messages to or from the home office. New messages are indicated by an asterisk on the envelope. mComet messages can be retrieved/deleted from the handset mailbox.

Clock In - Displays in upper right corner of screen to show clocked in status.

Clock Out - Displays in upper right corner of screen to show clocked out status.

Asterisk -

Displays next to a form field that has pre-set values for completion. Additionally, the asterisk indicates that the field is required.

Camera -

Displays next to a camera-activated form field.

Signature

-

Displays next to fields that will accept signatures.


Release 6.0.20 June 7, 2012 17

Dropdown List Fields

Press the space key to move through each item on a dropdown list.

Press any alphanumeric or character key on the handset to move through dropdown list data of the same type.

mComet Setup

Release 6.0.20 June 7, 2012 19

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, enter your Account Number and User Number manually on the setup screen. Complete the setup process while you are in network coverage.

Your account and user number are stored on the handset. If this information changes, choose Setup from the main menu to re-enter the information.

All archived forms on the handset will be deleted if the handset setup is modified.

1. Choose the mComet icon from the handset’s main menu, or the Setup icon.

The mComet icon will display on the main menu only if you have set it to display there. See Setting Application Options on page 9 for more information on this setting.

2. The mComet Setup screen displays. Enter your company’s Account Number (provided by Actsoft) and User Number. You only need to complete this information the first time you run mComet.

3. Display the submenu and choose Done.

mComet sends the account and user information and downloads the handset settings from the server.

The mComet menu displays. User setup is now complete. Menu options are determined by your Comet Tracker system administrator.



Suspending and Returning to mComet

Return to the handset’s main menu by pressing the End/Power key. mComet is suspended, but you are still logged in and the application continues to obtain and transmit data in the background. You can now use the handset features. Resume the application by choosing the mComet icon from the home screen.

Setting a Pin Code

mComet allows you to set a pin code in two (2) areas to restrict access to:

• Application setup screens • Supervisor screens

1. Choose Setup or Supervisor from the main menu.

2. Display the submenu and select Set Pin.

3. On the Pin Code screen, enter up to 30 numeric characters for your pin code, and choose OK.

The pin code is recorded and the Setup screen displays.

4. On the Setup screen, display the submenu and choose Done.

mComet Setup

Release 6.0.20 June 7, 2012 21

Changing the Pin Code

1. Select either Setup or Supervisor Time Entry from the main menu.

2. Display the submenu and choose Set Pin.

3. Enter the Old Pin Code, and then the New Pin Code. Choose OK.

To delete the Pin Code, enter the old Pin Code, and leave the Enter New Pin Code field blank.

Setting Panic Mode

Panic mode tracks users during an emergency. When panic mode is activated, mComet obtains new position information every 5 seconds and transmits the data immediately to the server. The Comet Tracker workstation shows that you have activated panic mode and the position information is displayed.

Panic Resume Timeout

Use the Panic Resume Timeout setting on the Options screen to set the number of minutes that will pass before mComet will be resumed if it has been suspended. This allows you to access mComet quickly and press the appropriate key to alert the office to an emergency.

Set Panic mode to use the convenience keys on either side of the handset:



1. Press the Menu key to access the handset menu and select Options.

2. Select Screen/Keyboard from the Options menu.

3. Scroll down to the Right Side Convenience Key Opens field.

4. Display the submenu and choose Nothing. The convenience key is now set to be used in panic mode.

5. At the ‘Changes Made’ message dialog, choose Save to save your new key configuration.

Activating Panic Mode

1. Press the Convenience key on the left side of the handset for 5 seconds.

The handset vibrates and a red panic icon (circle) blinks in the upper right corner of the screen.

2. Deactivate panic mode by again pressing the convenience button for 5 seconds.

Using the Application

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Using Worker Status

Use Worker Status to communicate updates on your availability. Before you choose a status, ‘No Status’ displays on the title bar. After you choose a status, the updated status will display. It is also displayed on the Comet Tracker workstation.

Statuses can be linked to forms for additional information. For example, an Available or Unavailable status can be linked to a From Time/To Time form that must be completed before the status is accepted.

1. Select Worker Status from the main menu. Or, press the handset W key.

2. Select a status.

The new status will display on the title bar. Any forms required for the status will display for completion.

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 associated with a 'Started Route' status to estimate how long it takes to reach a destination. This data can help administrators to assign jobs and manage workloads more efficiently.



When repeat timer alerts are set up for your handset in Comet Tracker, the handset will:

• resume mComet for validation, if mComet has been suspended • display a repeat timer message • sound an audible alert • vibrate the handset

When the repeat timer alert sounds, the handset will display the following message onscreen: ‘This status <name> requires a check in every <n> minutes’.

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 Comet Tracker workstation.

To change the status when you have completed the conditions of the timer alert, return to the Worker Status icon on the main menu and change the status. See Using Worker Status on page 32 for more information.


Release 6.0.20 June 7, 2012 25

Working with Time Entry

Supervisor time entry and worker time entry (time punch) allow supervisors and workers to change time cycle statuses. Time entry records are also available on the CT workstation and can be modified as necessary.

Supervisor time entry or Worker time entry must be activated for your account by Actsoft Comet Tracker Support. Note: Supervisor time entry and worker time entry will not both display on your handset – if you have one, you will not have the other.

Setting Up Supervisor Time Entry

1. Select Setup from the main menu. Or, press the handset U key.

If prompted, enter the Pin Code on the Pin Code screen. If no pin code has been set, the Pin Code screen will not display.

2. On the Setup screen, display the submenu and select Options.

3. Enter the number of the field that contains the Employee Number in Comet Tracker into the Employee # Field field. See your Comet Tracker system administrator for this number.

You cannot enter a value greater than the number of available Clock In fields.

4. Select Use Employee Break to include the On Break and Off Break events in the time status cycle.

If a worker is currently clocked in, the next event is On Break. It will be available on the Supervisor screen. Press the Space key to toggle the option on or off.

5. Select Use Employee Lunch to include the On Lunch and Off Lunch events in the time status cycle. The lunch event will be available on the Supervisor screen.



Using Supervisor Time Entry

The fields that display on the time entry screens are specified by your Comet Tracker system administrator.

1. Select Supervisor from the main menu.

The Supervisor Time Entry screen displays.

2. Press the Menu key, choose Add Employee, and complete any required clock in fields.

After you have entered multiple workers, the Supervisor Time Entry screen will display a listing of worker- or supervisor-entered records.

3. To record the next event for one worker, select the worker and choose an event.


Release 6.0.20 June 7, 2012 27

4. To advance multiple worker statuses, check Select All and 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.

5. To delete a record, select the desired worker, display the submenu and select Delete. To delete all records, display the submenu and choose Delete All.

Setting Up Worker Time Entry

Set up worker time entry to advance other workers to the next time cycle event.

1. Choose Setup from the main menu.

2. Select Options on the Setup screen. The Options screen displays.

3. Enter the number of the field that contains the Employee Number in Comet Tracker into the Employee # Field field. See your Comet Tracker system administrator for this number.

4. Select Use Timekeeping Break to include the On Break and Off Break events in the time status cycle. If a worker is currently clocked in, the next event is On Break.

5. Select Use Timekeeping Lunch to include the On Lunch and Off Lunch events in the time status cycle.

Using Time Punch



Use Time Punch (worker time entry) to clock other workers in/out, on/off lunch, or on/off break. If the Time Punch icon displays on the main menu, the Supervisor Time Entry icon will not display.

1. Select Time Punch from the main menu. Or, press the handset P key.

The Time Punch screen displays. Note that fields on the screen may vary.

2. Complete the required fields, and select a time status.

3. Choose Ok to confirm the status change. The worker’s changed time status will not display onscreen.

Clocking In

When you are ready to begin work, clock in to mComet. Clocking in automatically records the date and time that you start work. It is also displayed on the Comet Tracker workstation.

The icon in the top right corner of the screen indicates your clocked in or clocked out status.

Clocked out Clocked in

1. Select Timekeeping from the main menu. Or, press the handset T key.

2. The Timekeeping screen displays with your status of ‘Currently Clocked Out’. Available time statuses display along the bottom of the screen.


Release 6.0.20 June 7, 2012 29

3. Choose Clock In. You may have to complete additional form fields on the Clock In screen, as shown.

4. Complete the Clock In fields by using the handset keypad, or with a scanner, if required.

Fields on the Clock In screens are specified by your Comet Tracker system administrator. For information on completing Clock In fields using a barcode scanner, see Using Scanners with mComet on page 70.

5. Choose Clock In again.

The mComet main menu displays with the options available to you. The clocked in icon displays in the upper right portion of the screen.

The Forms and GPS Status options are available only if they have been set up by your system administrator. The Landmark option must be enabled by Actsoft Technical Support.



Clocking Out

Clock out when you have completed your work shift. The time and date are recorded and displayed on the Comet Tracker workstation. Your administrator creates the available Clock Out data fields.

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 main menu. Or, press the handset T key.

The Timekeeping screen displays with your status of ‘Currently Clocked in’.

2. Choose Clock Out.

3. Complete Clock Out fields using the keypad or with a scanner, if required. For information on completing fields with a barcode scanner, see Using Scanners with mComet on page 70.

4. Choose Clock Out again. The clocked out icon in the top right corner of the screen indicates that you are currently clocked out.

Clocking On and Off Break

Break status, time and date are automatically recorded and displayed on the Comet Tracker workstation.

1. Select Timekeeping from the main menu.

2. Choose Start Break. The screen indicates your status, and records the length of your break.


Release 6.0.20 June 7, 2012 31

End Break is now highlighted, as it is the next status in the time cycle.

3. To end your break, select End Break.

Clocking On and Off Lunch

Lunch status, time and date are automatically recorded and displayed on the Comet Tracker workstation.

1. Select Timekeeping from the main menu.

2. Choose Start Lunch.

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

3. To end your lunch, select End Lunch.



Working with Forms

Use Forms to record information on the handset. A form can be created 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 on the form.

When you send completed form data from the handset, Comet Tracker automatically 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 to edit later. The number of archived forms that can be stored is limited to the handset’s memory.

You can scan barcodes into form fields with OS 4.0 and 6.0 BlackBerry models that feature a camera and the auto-focus feature. Additionally, the barcode to be scanned must be of high resolution, and the lighting must be sufficient for capturing without flash.

Note that scanning barcodes using the camera is not designed to replace an external scanning device, and is not feasible for extensive scanning.

If you change the user and account number on a handset with stored forms, all the archived forms will be deleted. A warning message will display before you can proceed.

Forms cannot be archived when linked to orders.

Using Auto-Form

With auto-form, scanned form data is sent automatically to the server after a set time interval. You do not have to select ‘Send’ to send the data. Use auto-form in two ways:

• Directly from the main menu screen, if your CT administrator has created a default form in Comet Tracker. Begin scanning from the main menu screen, or suspended status, if mComet was suspended at the main screen. The Default form screen displays, and the first field is populated with the scanned data.

• From an order listing, if a form set is linked to the order status. Navigate to an order and begin scanning.

As you scan, each subsequent field highlights. If you continue to scan after all fields are filled, you will overwrite the contents of the last field.


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To begin working with forms:

1. Select Forms from the main menu.

Hot key: Press the F key on the handset keypad.

2. Select a form from the Form Selection screen. The Form Selection screen lists customized forms, blank forms and archived forms.

3. Use the keypad on your handset to complete the information for each form field.

4. Or, use the handset’s camera function to scan a barcode into a text or editable drop-down field. Display the submenu and choose Scan Barcode.

5. Center the barcode in the camera viewer, and press the appropriate key to capture the barcode. Processing may take up to 60 seconds.

6. Choose Send when you have finished entering all form data.

For information on how to complete form fields using an external barcode scanner, see Using Scanners with mComet on page 70.

Adding Images to Forms

Add details to forms with images. 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 Camera.

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

are marked with a camera icon.

1. When the captured image displays, display the submenu and select Accept to keep the image, or Reject to retake the image.

2. Press the Menu key and choose Images to review captured images before submitting.

3. Choose Send to submit all form data.

Adding Signatures to Forms

At times, you may have to complete forms or orders with a signature. You may add a signature in any regular (not advanced wireless) form field. After the signature is captured form fields configured for signatures will display [SIGNATURE], while non-configured will accept the signature as an image.

The process for adding signatures differs based on the handset model.

Using the Grabba™ scanner:

1. Navigate to your desired field, and turn the Grabba scanner over.

2. On the back of the Grabba™ scanner, tap Start in the lower left corner of the screen with your stylus. The handset will emit a tone to indicate readiness.

3. Using the stylus, sign next to the ‘X’ onscreen, and tap Stop in the lower right corner of the screen.

4. On the handset, the field will display [SIGNATURE] if it has been configured to accept a field. If it has not been configured, it will save the signature as an image.


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5. Display the submenu and choose Accept to keep the signature, or Reject to re-sign.

6. When you are finished with the form, choose Send to submit all form data.

Using a Touch-screen BlackBerry

1. Navigate to the desired field, and display the submenu.

2. Choose Signature. When the screen converts to the signature pad, you can sign with a finger.

3. Press the Menu key again and choose Save.

Creating Child Forms

Create a child form to enter more information for a main form. The Child form option must be configured first by your system administrator.

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

The Child Fields screen displays. The title bar shows the number of the current record and the total number of child records created. Fields with cameras on the ends activate the camera.

2. Complete the fields, entering up to 30 characters in each field. For information on how to

complete fields with a barcode scanner, see Using Scanners with mComet on page 70.

3. To add another child form, select More.

4. Display the submenu for more child form command options.



Advanced Forms

Advanced forms are an mComet additional feature. Check your company’s software agreement to see if you have access to advanced forms.

Advanced forms allow companies to customize new forms, or recreate paper forms for completion on the handset. You can also save or archive forms on the handset to edit later. The handset’s memory determines how many forms you can archive. All archived forms will be deleted if you change the user and account number on a handset with stored forms. A warning message will display before you can continue.

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 to the list, and choose Add when you are finished. Added values stay at the top of the list unless deleted, changed in the Forms Designer or if the account/user numbers are changed.


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Calculation fields - Calculation fields contain formulas that calculate data put into advanced forms. Using them can save time and increase the accuracy of simple or complex operations. The form below performs a simple totals calculation.

Perform calculations such as addition, subtraction, multiplication and division. Calculations can only be performed using currency and numeric fields.

Repeatable fields – Values entered into repeatable fields can be used for count, sum and averaging calculations. For example, you can count, total (sum) or average the prices of parts listed in all repeatable fields. They are designated by a multiple page icon, as shown below:

Asterisks and Icons –Fields with asterisks are required, and camera-activated fields display a camera icon. Multi-select drop-downs – If it has been pre-configured, you can choose multiple values in a field. To delete a drop-down list value, press and hold the value, and then confirm the action. Email field – Search for and select email addresses from the handset contact list by pressing in the email field. As you enter a new address, the text displays red until it conforms to normal email protocol, and change to green when it is acceptable. Click Add to add a new email to the contact list, and Accept Selection to list the contact as a recipient.



The following is an example of how advanced forms can be used:


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Below is the process flow of the preceding scenario.

Sample Service Call Workflow

Customer Name

LegendConditional Section:Non-Conditional Data/Action:

Under Warranty

Estimate PerformedDescription 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

Below are the steps that correspond to the preceding service call flow and scenario:

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



2. Begin the form, entering any required information.

For fields with asterisks, click inside the field to display the data to choose from. Decision fields are shaded – more 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 for you to describe the work to be performed.

3. Enter a currency amount in the ‘Estimated Cost’ field and choose an answer to ‘Customer Accept Estimate’. Note that both sections are shaded, indicating that they are repeatable sections.


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4. When you select ‘Yes’ to Customer Accept Estimate, the Parts Used repeatable field section displays, as indicated by the multiple page icon.

5. Click on the Parts Used section, and the repeatable field displays. Choose More to create and complete this form as many times as needed to list all parts used.

6. Add more information about the part type(s) used on the repeatable screens that follow, and choose Done.

After you finish all necessary repeatable forms, the main form will redisplay for completion.

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

Repeatable field



8. Enter the reason for the job status, and continue to the Parts Needed repeatable fields.

9. Enter the parts needed in the repeatable form. Select More to add more repeatable forms, and Done when you are finished.

10. Back on the main form, continue with the next portion, the Return Date.

11. Enter the Contact Phone.


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12. Choose Send.



Working with Orders

Use Orders to:

• Receive and view detailed information about dispatched orders • Update order status • Enter more information about dispatched and completed orders

When new orders have been dispatched to the handset, the handset will begin to alternate between four red and four blue flashes until you read at least one new order.

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.

When an order alert message displays, choose OK from the alert message to refresh the order information automatically.

Refreshing Orders

To refresh orders:

1. From the Order Screen, display the submenu and choose Refresh Orders.

Hot key: Press the E key on the handset keypad to refresh order information.

2. Any new orders assigned to you are displayed on the Order Screen, with an asterisk on the

left. The asterisk indicates that the order has not been read.


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Reading Orders

When you select Orders, the 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 200, purge viewed orders to receive new orders.

1. Choose Orders from the main menu. Or, press the handset O key. The number of new unread orders will display on the icon.

2. On the Order screen, choose an order, display the submenu and select Read Order from the menu.

Hot key: Press the R key on the handset keypad to read information for the selected order.

3. Review the order information.

Click on hyperlinked text in the order information and send emails, map address routes or dial phone numbers.

4. Press the Escape key when you are finished reviewing order information.

The Order Screen redisplays. When an order has been read, the asterisk (*) no longer displays in front of the order.



Searching Order Information

1. Type your search criteria in the Search field.

2. Your order will display on the screen, or a message of ‘Order Not Found’.

Copying Order Information

Copy order information for use with other BlackBerry applications or mComet functions. For example, you can copy order information to include in an email, or to use in a message.

1. From the Order Details screen, press the C key to copy the text displayed.

2. Navigate to where you will paste the text, display the submenu, and choose Paste.


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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 the 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. On the Orders screen, select an order, display the submenu, and choose Change Status.

Hot key: Press the S key on the handset keypad to access order status.

2. Choose a status from the list, display the submenu and choose Done. Any forms linked to the status you have chosen will display.

Hot key: Press the D key on the handset keypad to save the status.

3. 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.

4. To cancel the status change and choose a different status, display the submenu and choose Cancel.



Using Route Map

Use Route Map to show directional and text maps for the route between two locations. You must be within network coverage to view maps.

Due to handset memory restrictions, the entire set of maps may be unavailable for long routes.

1. Select an order, display the submenu and select Route Map.

Hot key: Press the M key on the handset keypad.

2. Choose the source position to use for the map.

If the GPS receiver cannot obtain a new position (for example, only a cell site position is available), you must choose another position source.

3. The summary map displays, showing an overview of the entire route.

• – Start position

• – Destination


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• – Route from start to destination

4. To view route maps displayed in a turn-by-turn format, display the submenu and choose Next Map.

Hot key: Press the N key on the handset keypad to view the next map.

The first segment of the route to the destination location is displayed.

5. Continue using Next Map to view each new turn in the route until you reach the destination map.

Table 1 –Directions Submenu Options

6. Display the submenu and choose Directions to view text format directions for the route.

Menu

Option

To: Hot Key

Directions View directions for the entire route (from first map only)

D

Next Map View route maps displayed in a turn-by-turn format N

Prev Map View the previous map in the series P

First Map Return to the route summary map (first map) F Last Map View the last map in the series L

Refresh View your progress along the route R

Close Close the map C



The Directions screen displays with text directions for the route, including the distance and the estimated drive time from start to end.

7. To view your progress along the route, display the submenu and choose Refresh, or press R.

8. Select Get a new position to update the map using a new GPS position.

If the GPS receiver is unable to obtain a new position (for example, only a cell site position is available), you must choose another position source.

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.

9. To exit the route map screen and return to the main menu, display the submenu and choose Close, or press C on the handset keypad.

Using Forms with Orders

If your system administrator has configured it, you can link forms to an order to add more information for an order.

1. On the Order Details screen, select Form.


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Hot key: Press the F key on the handset keypad.

Available forms depend on the order’s status. If no forms are associated with the order status, you will not be able to link a form to the order.

2. Choose a form.

3. Use the handset keypad or barcode scanner to complete the information for each form field. For information on how to complete form fields using a barcode scanner, see Using Scanners with mComet on page 70.

Auto-Form with Orders

To use auto-form from order listings:

1. Choose Orders from the main menu.

2. Select an order from the Order screen, and begin scanning.

As you scan, each subsequent field highlights. If you continue to scan after all fields are filled, the contents of the last field will be overwritten.



Viewing GPS Status

Review your tracking status after clocking in if the GPS Status option displays on the main menu.

1. Select GPS Status from the main menu.

Hot key: Press the G key on the handset keypad to display GPS status information.

2. Review the information on the GPS Tracking Status screen. If you have not granted GPS permissions for mComet, a value of ‘Restricted’ displays in the Type field.

3. To update the data, display the submenu and select Update.

Table 2 – GPS Status Screen Data

Data Definition

Last Position Last position obtained by the handset.

Time Time the last position was obtained, displayed in Universal Time Coordinated.

Type The source used to determine the last position. GPS indicates GPS satellites and None indicates that the GPS is invalid. Note: GSM handsets will display ‘A’ if GPS is unavailable.

Sats The number of satellites used to determine the last GPS position.

Lat The latitude of the last position.

Lon The longitude of the last position.

Stored The number of GPS positions currently stored on the handset.

LCL The current local time, per the handset clock.

UTC Universal Time Coordinated.


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Working with Messaging

Use Messaging to communicate with supervisors and other workers. An asterisk will display on the main menu envelope when you have new messages. Additionally, the handset LED will flash red in a slow pattern until you read at least one new message.

New messages from mComet display in the handset Inbox along with non-mComet messages. Messages can be retrieved and read from within or outside mComet.

If you select an mComet new message from your handset Inbox, mComet will resume if suspended, or open if it is closed.

1. Choose Messaging from the main menu. Or, press the handset M key.

Current messages in your Inbox will display. Choose Refresh to display new messages, Sent Items to view sent messages, or Compose to begin a new message.

2. To display a message, select it and press Enter.

3. Review the message.

Click on hyperlinked text in the message and display the submenu to send emails, map address routes or dial phone numbers.

4. To type a response, display the submenu and choose Reply.



5. Use the drop-down arrow at the end of the To field to choose a recipient, or type one in the field. Navigate to the text area, type a response and choose Send, or Cancel.


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Working with Maps

Manager Map Configuration

Use Manager Map Config to set how workers display on the manager map. Then use Manager Map to view the workers on the map. You cannot use Manager Map if you have not first configured your map view with Manager Map Config.

1. Select Manager Map from the menu.

Hot key: Press the A key on the handset keypad.

2. Choose Manager Map Config at the prompt.

The Manager Map Config screen has two sections:

• User Map Labels - Identify workers by number or name on the manager map.

• User Groups - Create groups of workers to display on the manager map.

User Map Labels

In the User Map Labels section of the Manager Map Config screen, choose how workers are identified on the manager map. Your selection will appear on the label next to each worker. You must select at least one option.

1. Highlight the desired label option, display the submenu and choose Toggle Selected to select or deselect.

Hot key: Press the Space key on the handset keypad to choose a label type.



User Groups

Set up worker groups in the User Groups section of the Manager Map Config screen. If no groups have been created, ‘No Groups Defined’ displays. If user groups have been created, the available groups display.

1. On the Manager Map Config screen, highlight ‘No User Groups Defined’.

2. Display the submenu and choose Add Group.

Hot key: Press the A key on the handset keypad to add a group.

3. Enter a group name, display the submenu and choose Save.

4. Display the submenu and select Edit Group to add users to your new group.

5. The Selected Users for [YOUR GROUP] screen displays. Use the Toggle Selection option on the submenu to choose the users in your new group. If you have not already done so, you must download the list of available users before users are displayed. See the section on Viewing Selected Users on the Map on page 59 for instructions on this procedure.


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6. Display the submenu and choose Done when you have selected all users for the group.

7. The new group is listed on the Manager Map Config screen. Repeat steps 1-6 to create and assign workers to additional groups. Workers can be assigned to multiple groups.

8. On the Manager Map Config screen, choose the groups to view on the manager map.

9. Use the options on the user group submenu to manage your user groups.

Table 3 – User Group Submenu Hotkeys

10. When you have finished creating the groups you want to view on the map, display the submenu and select Done.

Hot key: Press the D key on the handset keypad.

Menu Selection To: Hot Key

Add Group Add a group A

Edit Group Add/delete group users E

Delete Group Delete the group L

Rename Group Change the group name R



Manager Map

Use Manager Map to view your own location and your workers’ locations. You must be within network coverage to view maps. Additionally, BlackBerry maps are now also available for use.

First, you need to choose how the workers display on the map. If you have not configured your map view with Manager Map Config, mComet will prompt you to do so.

1. Select Manager Map from the menu.

Hot key: Press the A key on the handset keypad.

When you first open Manager Map, mComet will display a dialog allowing you to choose BlackBerry maps.

2. Choose a map service.


If the GPS receiver cannot obtain a new position (for example, only a cell site position is available), you must choose another position source. The Select current position source for map dialog will redisplay.

The labeled ‘You’ is your current location.

If you selected user groups to display on the map, the users assigned to those groups are displayed. For more information on displaying user groups on the map, see Using Manager Map Config on page 60.

Your location


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If you chose Don’t show current position, your location is not displayed. Only users assigned to active groups are displayed.

Refreshing the Manager Map

Refresh the map to display updated locations of selected workers. Display the submenu and select Refresh, or press the R key on the handset.

Viewing Selected Users on the Map

Use View Selected Users to see workers on the manager map.

1. With a map onscreen, display the submenu and choose View Selected Users, or press the U key on the keypad.

The Selected Users screen displays ‘No Users’. Download the list of available users first.

2. To download an updated user list, display the submenu and select Update User List.

3. Select OK at the ‘updated’ dialog message. If you selected Don’t show current position as your

current position source for the map, your handset will not be displayed in the user list.



4. Display the submenu to toggle, select or unselect users, and choose Done when you are finished.

The map with the selected users is displayed, with each user identified. The indicates each worker’s position.

By default, workers are identified on the map by their user numbers. You can also choose to identify workers by their names. See Using Manager Map Config on page 60.

Zooming In or Out on the Manager Map

You can adjust the map resolution only if at least one user is selected and displayed on the map.

1. On the map, display the submenu and select Set Map Zoom.

Hot key: Press the Z key on the handset keypad.

2. Select the desired map zoom setting.

The map redisplays, zoomed in or out based on the percentage you selected. To zoom in or out further, repeat the first two steps.

Viewing Groups on the Manager Map

1. Choose Manager Map from the main menu.

Hot key: Press the A key on the handset keypad to access the Manager Map.


If the GPS receiver is unable to obtain a new position (for example, only a cell site position is available), you must choose another position source. The Select current position source for map dialog will redisplay.


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The workers assigned to the user groups you selected are displayed. Each worker is identified by an . The labels display as you configured them.

3. To exit the map, display the submenu and select Close, or press the C key on the handset.

Viewing Address Information

The manager map allows you to view the current address information for yourself or for other users displayed on the map.

To view address information for other users, first view the desired users on the map. See Viewing Selected Users on the Map on page 62.

1. With the manager map onscreen, display the submenu and select User Addresses.

Hot key: Press the * key on the handset keypad.

Your address information and other workers’ address information is displayed.



2. To return to the map, display the submenu and select Close.

Copying User Address Information

Save time by copying address information from the Manager Map function to other areas where you may need to enter address information.

1. With an address onscreen, display the submenu. Choose Copy to store the address.

2. Navigate to and click in the field where you want to paste the address.

3. Display the submenu and choose Paste.

Using My Location

You can download and display real-time maps showing your current location and the surrounding area. You must be within the network coverage area in order to view maps.

1. Select My Location from the menu.

Hot key: Press the Y key on the handset keypad.


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If the GPS receiver is unable to obtain a new position (for example, only a cell site position is available), you must choose another position source. The Select current position source for map dialog will redisplay.

After the new position is obtained, or if you selected to use the stored position, mComet generates the location map. Your location is centered on the map and labeled .

The map displays. If you want to zoom in or out on the map, see Zooming In or Out on My Location. You can also refresh the map to view updated location information. (See Refreshing the Manager Map on page 64.)

Zooming In or Out on My Location

Zoom in or out on your current location on the map.

1. With a map onscreen, display the submenu and choose Set Map Zoom.

Hot key: Press the Z key on the handset keypad to access the Set Map Zoom option.

2. Zoom in or out on the original map in increments of 25 up to 100%.

Your location



3. Choose the source position to use for the map. The map redisplays, zoomed in or out based on the percentage you selected.


Refreshing the My Location Map

Refresh the map to display your updated location.

1. With a map onscreen, display the submenu and choose Refresh.

Hot key: Press the R key on the handset keypad.

2. Choose Get a new position from the Select current position source for map dialog.


The refreshed map displays with your new location. Your location is centered on the map and labeled .

3. To exit the map, display the submenu and select Close from the menu. The mComet menu redisplays.

Hot key: Press the C key on the handset keypad to close the map.

Getting Directions

Use the Directions feature to get driving directions and route maps. You must be within network coverage to view maps.

1. Select Directions from the main menu.

Hot key: Press the D key on the handset keypad to get driving directions.

2. On the Destination Address screen, enter as much of the address information as possible. mComet will geocode the address based on the information you provide.


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Or, you can copy address information from the User Address screen in the Manager Map area of mComet. For more information, see Using Manager Map on page 55. Press the Back key to access the destination address field if necessary.

3. Display the submenu and select Lookup Address. mComet matches the address you entered to geocoded addresses.

4. The geocoded address that corresponds to the address you entered displays on the bottom of the screen. If an exact match cannot be found, other possible addresses are shown.

5. To view driving directions from your current location to the destination address, select the

address, display the submenu and choose Get Directions.

6. Display the submenu and choose Start Address to enter another address as the starting point.



The summary map displays, showing an overview of the entire route.



• – Start position

• – Destination

• – Route from the start location to destination

Table 4 –Directions Submenu Options

8. To view route maps displayed in a turn-by-turn format, display the submenu and choose Next Map, or press N.

The first segment of the route to the destination location is displayed. The arrow indicates the direction to travel.

Option To: Hot Key

Directions View directions for the entire route D

Next Map View route maps displayed in a turn-by-turn format N

Prev Map View the previous map in the series P

First Map Return to the route summary map (first map) F Last Map View the last map in the series L

Refresh View your progress along the route R

Close Close the map C

Ending point

Starting point


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9. Continue using the Next Map option to view each new turn in the route until you reach the

destination map.

Due to handset memory restrictions, the entire set of route maps may not be available for long routes.

10. To review a previous map, display the submenu and choose Prev Map, or press P.

11. To return to the route summary map (first map), display the submenu and choose First Map, or press F.

12. To see the destination map (last map), display the submenu and choose Last Map, or press L.

A full set of text directions for the entire route is available from the route summary map.

13. To view the directions for the entire route, return to the route summary map (first map). Then, display the submenu and choose Directions, or press D.

The Directions screen displays with text directions for the entire route. The directions include the distance and the estimated drive time from the starting position to destination.



14. You can also view directions for each turn-by-turn map. To do this, while the desired map is

on the screen, display the submenu, and select Directions.

15. Display the submenu and select Close when you are finished.

16. To view your progress along the route, display the submenu and choose Refresh, or press R.

17. On the Select current position source for map dialog, choose the source position for the map.


A new route summary map displays showing your current location along the original route. The turn-by-turn maps and directions will begin from your current location.

18. To exit the route map screen, display the submenu and choose Close, or press C.

19. The Destination Address screen redisplays. To exit the Destination Address screen, display the submenu and choose Close.


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Creating Landmarks

If Landmarks has been activated for your account, you can create landmarks for various locations. The landmark is stored in the database and is available on the Comet Tracker workstation.

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

1. Select Landmark from the main menu. mComet begins searching for your location.

Hot key: Press the L key on the handset keypad to access the landmark function.

2. Enter a name for your landmark in the Name field. Note that all the Landmark screen fields are required.

Earlier versions of mComet will not display the latitude and longitude fields.

If maps are installed, mComet will display a map of your location. When your location is found, it will display as a green circle with an ‘X’.

3. Use the 1 key (zoom out) or the 3 key (zoom in) on your handset to navigate to a location. Or you can hold the handset ALT key and use the scroll key to set a location.

If you change the location, the Latitude and Longitude fields are repopulated.

4. Display the submenu and choose Done or press the Back key to repeat the process.

The landmark data is sent to the application server and is available on the Comet Tracker workstation.

If a GPS position is unavailable, mComet will display the message ‘GPS fix failed – please try again in a clear view of the sky.’

GPS Focus point

Zoom indicator



Barcode Scanners

mComet uses your handset’s Bluetooth® technology to scan barcodes using a handheld scanner. Custom barcodes can be created for any purpose, and existing barcodes, such as UPC/EAN/JAN, Code 39, Code 128, and Interleaved 2 of 5, are supported. See the Appendix for a full list of supported barcodes.

Additionally, mComet supports the Grabba™ S-Series Scanner, which does not use Bluetooth technology. The BlackBerry handset plugs into the Grabba™ S-Series scanner, and the scanner must be charged. See Using the Grabba Scanner on page 81 for more information on using the Grabba™ scanner.

Enabling Bluetooth and Pairing the Devices

1. Select Setup from the main menu.

2. On the Setup screen, display the submenu and choose Device.

3. On the Device Setup screen, choose the device type.


Release 6.0.20 June 7, 2012 71

mComet attempts to enable the device. When a device is found, it is listed on the Bluetooth Devices screen. If no device is found, a dialog message of ‘None’ will display on the handset screen.

4. Select the desired device, display the submenu, and choose Select from the Bluetooth Devices screen.

5. Enter the passkey (default: 0000).

6. Press the Escape key to return to the handset menu.

7. Choose Settings > Bluetooth.

8. Choose your device from those listed on the screen.

9. Display the submenu and select Device Properties from the menu.

10. On the Device Properties screen, display the submenu and select Trusted.

11. Display the submenu and select Change Option.

12. Select Yes at the prompt.

13. Still on the Device Properties screen, set Encryption to Disabled.

14. Display the submenu and select Save.

15. Press the Escape key twice to return to the main menu.



Using Scanners with mComet

1. Press the Scan button on the scanner once. The green LED blinks twice every two seconds. This indicates that the scanner is in discovery mode.

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

• Form/Child form • Repeatable Form • Clock In • Clock Out

On the scanner, observe that the green LED only blinks once every two seconds. This means that the scanner is now connected. As long as the scanner is connected, you can use it on any allowable screen without re-enabling it from the menu.

If the scanner remains idle for longer than 10 minutes, it goes into Sleep mode (the LED stops blinking), and a Scanner Disconnected message displays on the handset. Press the Scan button on the scanner once to resume using the scanner.

3. Select a field and scan the desired barcode.

mComet advances to the next record when you reach the last field on a screen. You can continue to scan without overwriting any fields.

When scanning, the handset emits different tones to indicate a successful or unsuccessful scan. A scan may be unsuccessful if the scanned information conflicts with the form field constraints or a barcode is more than 30 characters in length.

Resetting the Scanner

If the scanner fails to connect properly or disconnects immediately, you may need to reset the scanner to the factory defaults. Exit mComet before resetting the scanner.

1. On the main menu, select Options.

2. On the Options screen, select Bluetooth from the list.


Release 6.0.20 June 7, 2012 73

3. Select the name of your scanner device, display the submenu and choose Delete Device.

4. Scan the Factory Defaults barcode provided with your scanner documentation.

5. To re-enable the scanner, see Using Scanners with mComet on page 70.

Important Notes On Scanning

• If the scanner does not have an active link to the handset, barcode data is stored. When the link is re-established, the stored barcodes are sent to the handset.

• When scanning, the handset emits different tones to indicate successful or unsuccessful scans. A scan may be unsuccessful if the data conflicts with the form field constraints, or if a barcode is more than 30 characters long.

• If you scan a barcode containing an invalid character, an error displays on the handset screen. The error displays the first invalid character in the barcode. Clear the error to continue scanning. The barcode scanner itself will emit an unsuccessful tone to notify you if you are away from the handset while scanning.

• If the scanner has trouble connecting or disconnects immediately, you may need to reset the scanner to the factory defaults. To reset the scanner, scan the factory default barcode included with the scanner’s documentation.



Using a Printer

mComet release 6.0.20 supports the Samsung Bixolon® SPP-R200 printer. This is a handheld Bluetooth mobile printer that can print up to 800mm per second (3.15 inches). The SPP-R200 uses a lithium-ion battery with an 8-hour continuous battery life. Stand-by operational time is 14 hours; a single battery charge can print up to 10 paper rolls.

Text screens that are printable from within mComet are:

• Order Details • Directions (if Routing is enabled) • Debug Log • EULA (only selected carriers/devices)

See the device user guide for additional information.

Pairing the Printer

To pair the printer with your handset:



3. On the Device Setup screen, choose the device type.


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mComet attempts to enable the device. When a device is found, it is listed on the Bluetooth Devices screen. If no device is found, a dialog message of ‘None’ will display on the handset screen.

4. On the Bluetooth Devices screen, choose the printer from the list.

5. Enter the passkey (default: 0000) in the passkey field.

6. Press the Escape key to return to the handset menu.

7. Choose Settings > Bluetooth.

8. Choose your device from those listed on the screen.

9. Select Device Properties from the menu.

10. On the Device Properties screen, select Trusted.

11. Display the submenu and choose Change Option.

12. Select Yes at the prompt.

13. Still on the Device Properties screen, set Encryption to Disabled, display the submenu and choose Save.

14. Press the Escape key to return to the main handset menu.

Appendix

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Appendix

This appendix contains instructions on various topics such as setting order alerts, scanner setup, or customizing the handset functions according to personal convenience and/or preference.



Setting Up Order Alerts

An order alert notifies a worker of newly dispatched orders and/or orders that have changed recently. In order to receive these notifications, at least one of the handset’s profiles must be configured.

Workers must be within the network coverage area to receive new order alerts.

1. Press the Menu key to access the handset menu, and select Sounds.

On the Sounds menu, you can specify the sound played when an order alert is received, the volume level, and when to use them (in or out of the holster).

2. Choose Set Ring Tones/Alerts on the Select a Sound Profile submenu.

3. Choose Other and then select mComet New Order Alert.

On the mComet New Order Alert screen are two sets of five settings; one for Out of the Holster alerts and another set for In Holster alerts. Some of these settings require a minimum value for mComet new order alerts to function properly.

Appendix

Release 6.0.20 June 7, 2012 79

The available settings for order alerts are:

• Ring Tone: User Preference • Volume: Silent or numerical value • LED: On, Off • Vibration: Off, On, In Holster Only, Custom • Notify Me During Calls: Yes, No

4. Select and change the desired settings, then press the Escape key.

5. Select Save on the Changes Made! dialog.

6. Press the Escape key to return to the main menu.

The handset will now receive order alerts when new and/or updated orders are available. When an order alert is available, an Order Updates Available message displays, along with an audible or tactile response.



Setting Up Auto-form Timeout

The Auto-form feature allows you to scan barcodes or RFID tags without having to navigate to the Forms screen. When you scan a barcode or tag, the Form screen automatically opens, and data is recorded in the first editable field. New record fields continue to display for data entry until you are finished.

When you are finished, the data is sent directly to the server after the interval set in the Auto-form Timeout field.


2. If prompted, enter the Pin Code on the Pin Code screen. If no pin code has been set, the Pin Code screen will not display.

3. On the Setup screen, display the submenu and select Options.

4. Enter the number seconds that mComet should wait before forwarding the data to the server after you complete a form.

Appendix

Release 6.0.20 June 7, 2012 81

Using the Grabba Scanner

The Grabba™ S-Series scanner allows your BlackBerry device to read barcodes and capture signatures, depending on the model of your device.

The following table lists the BlackBerry devices supported by mComet and the appropriate Grabba S-Series scanner for each:

Blackberry Model Grabba Model 8300 Series Curve (excludes 8350i) S8300a 8350i Curve S8300f 8530 Curve2 S8300g 8900 Curve S8300c 9000 Bold S8300b 9550 Storm2 S8300h 9630 Tour S8300e 9700 Bold S8300d

Grabba Scanner Setup

Download the scanner modules prior to using the Grabba™ S-series scanner.



3. On the Device Setup screen, choose Grabba Scanner.



4. At the Download and Install dialog, choose Yes.

5. Choose OK on the scanner module information screen.

6. At the Permissions Update screen, choose View.

7. When the Permissions screen displays, press the Menu key, and choose Save.

8. Insert your handset into the Grabba™ scanner.

9. Choose Setup > Device and select Grabba™ Scanner again. In the left corner of the scanner, the flashing blue LED indicates that the scanner is paired with the device and ready for use.

Using the Scanner

Scan barcodes in one of two ways:

• Press the Camera key on your handset, and scan the barcode

• Or, press the Scan button on the right side of the Grabba™ scanner unit

Appendix

Release 6.0.20 June 7, 2012 83

Supported Barcodes

CODABAR 1D Code 128 1D Code 39 1D Code 93 ID Data Matrix 2D EAN-13 1D EAN-8 1D ITF 1D PDF417 QR Code 2D RSS 14 RSS EXPANDED UPC-A 1D UPC-E 1D UPC/EAN

extension 1D

Appendix

Release 6.0.20 June 7, 2012 85

Index

Adding images to forms, 33 Adding signatures to forms, 34 Advanced forms, 36

field behavior, 36 screen elements, 36

Alerts order, 78 repeat timer, 23

Application options setting, 9 requirements, iii

Asterisked fields, 16 Auto-form, 32

from main menu, 32 from order listing, 32 setup, 80

Auto-form and orders, 51 Auto-link

messages, 53 orders, 45

Barcode scanner, 71 Barcodes, 83 Bixlon printer, ii Bluetooth

enabling, 71 Camera-activated fields, 16 Changing

pin code, 21 Clocked In, 16 Clocked Out, 16 Clocking in

icon, 28 Clocking in, 28 Clocking on and off break, 30 Clocking on and off lunch, 31 Clocking out, 30 Convenience keys, 13, 21 Copying

order data, 46 Copying user addresses, 62 Delete

Pin code, 21 Device pairing, 71 Directions, 15, 64 Dropdown lists, 17 Employee number

field on Options screen, 25, 27, 80 Enabling bluetooth, 71 ExpeData pen, ii Form icons

asterisk, 16 camera, 16

Forms, 15 advanced, 36 archived, 32, 36 child field, 32 feature, 32

Getting directions, 64 GPS Status, 15, 52 Grabba scanner, 81

for signatures, 34 setup, 81 using, 82

GSM Blackberry, 8 Handset

mComet icon location, 9 requirements, iii

Images, 33 Installing mComet, 1

from the desktop, 1 via the Web, 5

Landmarks, 15 creating, 69 option, 69

Lists, 16 dropdown, 17

Manager Map, 15, 58 refreshing, 59 viewing, 60

Manager Map Config, 55 Map

zooming in or out, 60 Maps

Manager Map, 58 Manager Map Config, 55 refreshing my location, 64

mComet desktop installation, 1 installation, 1 setup, 19 suspending, 20 Web installation, 5

mComet menu Supervisor option, 26

Menu icons clock in, 16 clock out, 16 Directions, 15 Forms, 15 GPS Status, 15 landmarks, 15 main menu screen, 15 Manager Map, 15 Messages, 16 My Location, 15 orders, 15 setup, 16 Supervisor, 15 Time Punch, 15 Timekeeping, 15 worker status, 15

Messages, 16 auto-link, 53 sending and receiving, 53



Mode panic, 21

My Location, 15, 62 setting zoom, 63

Navigating mComet, 13

Network data selection for GSM Blackberry, 8

New features, iv Order alerts

setting up, 78 Orders, 15, 44

auto-link, 45 copying, 46 reading, 45 refreshing, 44 searching, 46

Pairing devices, 71 printer, 75

Panic mode activating, 22 deactivating, 22 icon, 21, 22 setup, 21

Pin code changing, 20 delete, 21 for supervisor time entry setup, 25, 80 setting, 20

printable text screens, 75 Printer, 75 Printers

pairing, 75 Reading orders, 45 Records

deleting, 27 Refresh

manager map, 59 Refreshing

orders, 44 Refreshing maps, 64 Required fields, 16 Returning from suspended status, 20 Route map, 48 Scanner attachment

important notes, 74 Screen elements

asterisks and icons, 37 calculation fields, 37 decision fields, 36 deleting a drop-down list value, 37 drop-down lists, 36 repeatable fields, 37 searching a drop-down list, 36

Searching orders, 46

Setting application options, 9

Setting Options GPS, 10

wi-fi, 11 Setting up

user groups, 56 Setting up Auto-form timeout, 80 Setting up Grabba scanner, 81 Setting up Panic mode, 21 Setting up user groups, 56 Settings

pin code, 20 Setup, 16, 19

bluetooth, 71 order alerts, 78 time entry, 25 user map labels, 55 worker time entry, 27

Signature fields, 16

Signatures, 34 capturing, 16 with touch-screen handset, 35

Status GPS, 52 updating orders, 47 worker, 23

Supervisor time entry, 15, 25, 26

Supported Barcodes, 83 Supported devices, i

barcode scanners, ii handsets, i peripherals, ii printer, ii signature capture, ii

Suspend status returning from, 20

Suspending mComet, 20

Technical support and training, ii Time entry

setup, 25 supervisor, 25, 26 worker, 25, 27

Time Punch, 15, 27 Timekeeping, 15 Tracking status

Last Position, 52 latitude, 52 LCL, 52 longitude, 52 Sats, 52 screen elements, 52 stored, 52 Time, 52 Type, 52 UTC, 52

uninstalling, 11 Updating

order status, 47 Use employee break, 25 Use employee lunch, 25 Use timekeeping break, 27

Glossary

Release 6.0.20 June 7, 2012 87

Use timekeeping lunch, 27 User addresses

copying, 62 viewing, 61

User groups setup, 56

User map labels setup, 55

Using forms with orders, 50 Using Manager Map, 58 Using Manager Map Config, 55 Using the Grabba scanner, 82 Using time punch, 27 View

manager map, 60

Viewing selected users on the map, 59 user address information, 61

Web mComet installation via, 5

What’s new, iv Wi-fi connections, 11 Worker Status, 15 Worker time entry, 25, 27

setup, 27 Working with forms, 32 Working with messages, 53 Working with orders, 44 Zooming in/out

on the map, 60



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.

Barcode scanner A device used to scan barcodes from objects into the handset.

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

Conditional section A shaded area of a handset form that contains data that the user must respond to. Depending on the user’s response, additional sections may display for completion.

Comet Tracker 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) 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.

Glossary

Release 6.0.20 June 7, 2012 89

GPS Status A collection of handset user positional data that consists of:

• Last position • Time • Type • Sats • Lat • Lon • Stored • LCL • UTC

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

Lat The latitude of the handset as recorded by the satellite(s). Found on the GPS Status screen.

LCL The current local time. Found on the GPS Status screen. Lon The longitudinal GPS position of the handset as

recorded by the satellite(s). Found on the GPS Status screen.

mComet The handset application used with the Comet Tracker 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.

Panic mode An mComet mode that tracks handset users in an emergency. mComet will track and submit handset position information to the server at 5-second intervals. The handset will vibrate briefly when panic mode is activated.

Pin code A user-defined, 30-character-limit numerical field that is used as a password for access to certain options. You do not have to set a pin code to use mComet.

PTN Personal Telephone Number. When your PTN is configured in Comet Tracker, mComet will automatically log you on upon initial installation.



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.

ROV Remotely-Operated Vehicle. Sats Found on the Tracking Status screen, it is the number

of satellites used for getting the current location. 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.

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.

Type The source type(s) used for the latitude and longitude. Found on the GPS Status screen.

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

UTC Universal Time Coordinated. Found on the GPS Status screen.

©2012 Actsoft, Inc. All rights reserved. mComet, Comet Tracker and the Comet Tracker logo are trademarks of Actsoft, Inc. BlackBerry®, RIM®, Research In Motion®, SureType® and related trademarks, names, and logos are the property of Research In Motion Limited and are registered and/or used in the U.S. and countries around the world.

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