TABLE OF CONTENTS

• Open Work Orders Module 
• Dispatch Calendar
• WO tasks/ CLPM Checklists
  • Checklists window legend
  • Options in Checklists
    • Mark a Checklist Item as NA or Completed / Comments screen
  • Top Buttons
• Resolve WO Task Checklist Item
  • Add a bunch of versions
  • Retake photo
• Checklist Results Uploading. How it works.
  • Start Manual Sync (Force Upload) of Checklist Results
  • Work Order Results Processing notifications
• Checklist Results in FCX Desktop
• Add a Custom Work Order Checklist

The FCX Check-List Photo Management (CLPM) Business Solution sources photos via the FCX Mobile App Work Orders Module.

When in use, “Tasks” become available to the mobile user via the Dispatch Schedule screen.

Open Work Orders Module 

Dispatch Calendar

The “My Schedule” screen lists all active Work Orders scheduled to the logged-in user: dispatches 30 days forward and backward from the current day. Scheduled WOs are sorted by date from oldest to newest. 

WO tasks/ CLPM Checklists

After you click on the scheduled WO, it opens Work Order Tasks. Each WO Task List might consist of one or many Checklists.

WO's Checklists are set in the WO Type card. You can also manage WO's checklists in the WO card itself, for example add a new checklist to the existing WO.

Checklists window legend

Options in Checklists

Mark a Checklist Item as NA or Completed / Comments screen

• To add a comment to a checklist item:
  Tap the Comment icon. On the Comments screen, type your comment and tap the green disk icon to save it.

• To mark a checklist item as not applicable or completed: Tap the NA button.

• To mark a checklist item as complete:
  Tap the Completed button when all work under the checklist item is finished. This option is useful for items that don’t require a photo result and simply need to be marked as complete.

Top Buttons

Resolve WO Task Checklist Item

Take a CLPM photo. You can use the volume up/down keys as shortcuts.

To capture multiple photos quickly: Switch to Quick Shot mode to take several photos at once without previewing each one.

Preview photo and save.

Photo upload behavior

• Green Camera = Upload Successful.
• Orange Camera = Upload Failed. Don’t Panic! Photos are cached in case of interruption.
• Refresh Tasks List to Retry Upload.
• Pull-down from the top of your screen to refresh the Tasks.
• If necessary, reshoot CLPM Photo and tap to save it.

Add a bunch of versions

You can take multiple versions of the checklist item photo in a row or one at a time (preview and save each one):

1. To add multiple photos without previewing:

On the Checklist Item Camera screen → Tap the Multi-Shot icon to switch to Quick Shot mode →  Tap the Camera icon → Take a photo →  The photo is saved immediately, and you return to the Camera screen → Take another photo.

2. One by one with preview.

On the Checklist Item Camera screen → Tap the Camera icon to take a photo →  tap the green Check icon to save the photo.

Note that you can only see the last version of the checklist item photo in the mobile app. To see all of them, go to the Close Out dashboard.

Add Multiple Photos (Quick Shot mode) may behave differently depending on the configuration. It can either create a new version or a new result for the checklist item. This behavior varies by client setup.

To learn more, see: WO Checklist Item Versions vs. Results.

Retake photo

The Retake option is available for the saved (uploaded) photos. Open the desired Checklist Item Result and retake the photo. This will add a new result for the checklist item.

Checklist Results Uploading. How it works.

Checklists results (photos, comments) are saved on the device before it will be uploaded to the database. Data is cashed on the device for the number of days specified in the app system settings. Commonly it is 20–30 days.

The Share Checklist Results media option is only available for local files. Once the results file has been uploaded to a server and deleted from your local drive, you will not be able to share it.

Checklist photos are stored in the internal system app folder of the device storage.

Once you add a result (upload photo, add comments) for a checklist item and save it, the app uploads them to the server.

If there is no connection to FCX server, the app enters these results on queue for the next upload — marked them as “to sync”.

As soon as the connection is restored and the app is launched, not synced results will be uploaded automatically. 

If the app is working in the background (you clocked in), at regular intervals (30 minutes) it checks if there are results that have to be synced automatically. If yes, it starts auto upload.

You can see the upload status on the app My Dispatches, Dispatch Info, Checklists screens: 

• The number of results waiting for sync 
• The upload progress — shows you if the automatic synchronization of checklist results is now underway.

Start Manual Sync (Force Upload) of Checklist Results

You can start Force Sync if you don't want to wait the automatic sync session.

To start manual sync (force upload) swipe down:

• In My Schedule screen — to sync all results.
• In Dispatch screen — to sync results within a particular Dispatch.
• In Checklists screen — to sync results within a particular Dispatch and see how each item is uploading.

Work Order Results Processing notifications

At times, the app checks the upload status of checklist results.

• If the app is running, it will automatically start uploading any unsynced results in the background.
• If the app is closed, you will still receive a notification about unsynced results.

Checklist Results in FCX Desktop

We save all details of checklists results in the “Checklist Results” reference: the item review state, uploaded time, associated Work Order and so on.

While all uploaded result files (CLPM photos) are cached in the “Checklist Results Files” reference.

To review CPLM photos, use the Close Out dashboard. Read more here.

Add a Custom Work Order Checklist

See the separate article on how to add a custom WO checklist.