Mobile App

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Completing Orders

• Single tap passwordless user and order log on (using contactless ID)

• Single tap data collection (capturing timestamped user inputs of when tasks are started and ended)

• View order name, number and customer (if provided when creating the order)

• View PDFs of technical drawings

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Performing Quality Controls

• Provide written feedback (for checks and tests; feature triggered in order creation)

• Provide photo evidence (using camera function; feature triggered in order creation)

• Tasks locked to non-QC users; preventing untrained users from preventing certain tasks.

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Writing User and Order IDs

• Write User IDs (such as User ID cards)

• Write Order IDs (such as Order ID cards)

• Rewrite Order IDs for an existing order (for lost cards)

• Create multiple Order IDs for a single order (allowing the concurrent performance of multiple tasks at the same time)

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Web Dashboard

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Building Orders

• Build new orders as a checklist of phases and tasks

• Include order details such as product specifications

• Create and use order templates for repeated orders (automatically populating checklist and order details)

• Provide a Unique Order Code (or use default Elements code)

• Attach a customer’s name to an order

• Attach PDFs of technical drawings and/or other documents

• Provide customers with an order tracking code (Trackable)

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Quality Control Features

• Request typed feedback (e.g. for inputting test results; available on individual tasks)

• Request a photo is taken (e.g. for providing evidence of test performance; available on individual tasks)

• Assign tasks to trained users (ensuring performance by qualified individuals)

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Viewing Work-In-Progress

• View individual progress bars and summaries for each order

• View current task being worked on or next task to be completed

• Open detailed order views including feedback and photo evidence

• Open a scrolling workflow for display on the shop floor

• Pin prioritised orders to the top of the scrolling workflow

• Pause and delete orders

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Viewing Completed Orders

• View summary list of completed orders (including order code and name, and completion time and date)

• View full details of individual orders including feedback and photo evidence

• Search and filter orders by name, customer or date

• Restart previous orders (using order as a template that can be modified)

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Exporting and Integrating

• Download full details of an individual order to Excel

• Download summaries of multiple orders to Excel

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Creating Users

• Four different user types with differing levels of access for different job roles:​

       - Admin (full access to both Dashboard and Docket apps; unique ability to create and modify users)

       - Office (full access to all order features but cannot modify users in Dashboard; full access in Docket)

       - Observer (can only view ongoing and completed orders in Dashboard; reduced access in Docket)

       - Standard (Order completion functionality in Docket only; no access to Dashboard)

• Admin, Office and Observer users get a supplementary Standard account allowing them access to the order completion functionality in Docket.

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Modifying User Accounts

• Users can modify their account settings (including name, email address and job role)​ 

• Users can change their password

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Accessing Help and Support

• Get straight through to a staff member using our chat feature

• View video walthroughs of all the features

• Discuss use cases with other users in our forum

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User Login

• Password login for the web dashboard required for Admin, Office and Observer users

• Password  login for the admin mode of the mobile app (allowing the writing of User and Order IDs; Admin and Office users only)

• Standard Users log into Docket by tapping their User ID (requires User and Order IDs to login to an Order)

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