tutorials.

below are a selection of tutorials for getting used to different features of the Elements Platform

1. Setting Up

2. Adding Users

3. Starting an Order

4. Completing an Order

1. Setting up

(on Dashboard and Docket)

  • Before you start using the system, you’ll need to make sure you have a stable internet connection for both the mobile phone and the computer that you are using.

  • You will also need to access Dashboard using the latest version of the Google Chrome web browser. (download here)

  • To access the Elements Dashboard go to www.elements.technology, this will take you to the log in screen

  • Here you should input the details you were provided in your introductory email, which will then redirect you to a separate screen where you will be able to change your password, before redirecting back to the login screen.

  • Log in again, this time using your new password, and you will see our home screen showing buttons for templates, orders and users.

  • Once you are logged onto the dashboard, go onto the mobile phone, and tap the Elements app icon to open the Docket app. Switch to admin mode and input the same logon details you used to log onto the Dashboard. You will see our home screen, with the title ‘start order’.

2. Adding users 

(on Dashboard)

  • The Elements Platform has two types of users, Admin and standard users.

  • Standard users are able to access and complete orders via the Docket app, but are unable to access the Dashboard, or access additional functionality within the Docket app.

  • Admin users are able to log into both the Docket App and Dashboard, and are able to create new users and orders as well as access all other available functionality.

 

2.1 Adding users on Dashboard

  • Go to the ‘Users’ screen, and click to Add new user. In here you can choose whether the user will be a standard user or an admin user.

  • Input their details (an email will be required for admin users only), usernames should be short, in lower case and be one word.

  • Admin users will automatically be given standard user credentials in addition to their admin credentials, allowing them to complete orders using the Contactless Log-on method (explained later) 

2.2 Writing user accounts to user cards

  • Once the user accounts have been added onto the Dashboard, go into the Docket app

  • Switch to admin mode and log in as an admin user

  • Click on the menu icon in the top left corner and go to Users.

  • Take a User Card and write the User’s name (as well as any other required key details) onto it using the permanent market provided.

  • To register a User to the User card, click on the User in the user list, and click ‘write user card’

  • A popup will appear; at this stage place the card to the back of the mobile phone and hold it in place until you have been informed that the write was successful with a thumbs up.

  • That card will now be registered to that user account unless it is over written, or the user account is registered to a different card.

  • Repeat this process for all users that you have created.

3. Starting an order 

(on Dashboard)

  • The main function of the Dashboard is to create and monitor orders that will be completed on the factory floor using the Docket app

  • In the Dashboard, go to New Order.

  • Here you will find our New Order Portal, where you will create new orders to be completed on the Docket app.

3.1 Adding Order Details

  • In the first tab, Order Details you can enter a title for the order, as well as a description of the order which may include key specifications.

  • We use the example of making a cup of tea, and would enter the following details…

 

Order Name:

Elements - Cup of tea

 

Order Description:

250ml water

50ml milk

1 Yorkshire tea bag

1 mug

3.2 Adding a PDF to the Order

  • When creating an order it’s also possible to add a PDF file, which may be of technical drawings or supporting info

  • This can then be viewed by the user on the Docket app when performing an Order.

  • This is performed by clicking ‘Attach PDF’, selecting the file, and clicking ‘Upload file’

3.3 Building the Checklist

  • The main function of the order portal is to create a checklist of tasks to be completed as part of the order. This is done, on the checklist tab (I’ve asked Scott to change it to this title).

  • Each checklist is made up of phases and tasks, with the phases giving general information about groupings of tasks, whilst tasks are checked off using contactless technology using the Docket app.

  • Continuing to use the example of making the cup of tea we would have the following checklist.

 

  • Phase 1. Preparation

    • 1.1 Add water boiled (water is to be boiled to 100 degrees)

    • 1.2 Tea bag added to mug (One Yorkshire Tea Bag)

    • 1.3 Water added (250ml of boiled water poured into mug)

 

  • Phase 2. Brewing

    • 2.1  Tea brewed (tea steeped for 3 minutes)

 

  • Phase 3. Finishing

    • 3.1  Milk added (50ml of milk added to mug)

 

  • Phase 4. Quality Control

    • 4.1  Quality Check Performed (Sip taken to ensure correct temperature and quality)

 

(we recommend using past tense to ensure that the output documents created best represent the order performance)

(when adding a task you can add additional requirements such as requiring a user to write text relating to results of a test, or taking photos of a quality control check; to be added)

 

3.4 Adding the Order (on the Dashboard)

  • Once you’ve provided order details and built the checklist, add the order by clicking the button titled ‘Add Order’. It will then be held in the pending orders screen until the order is started by attaching the order to an order card, which will replace the paper docket on the factory floor.

 

 

3.5 Starting the order (on Docket)

  • Go onto the Docket app

  • Switch to admin mode and log in as an admin user

  • The main screen of the Docket app is the list of Orders to be complete

  • Take an Order Card (black card holder) and write the order name (as well as any other required key details) onto it using the drywipe market provided (blue pen).

  • To register an order to the order card, click on the order in the order list, and click ‘write order card’

  • A popup will appear, at this stage place the card to the back of the mobile phone and hold it in place until you have been informed that the write was successful with a thumbs up.

  • That card will now be registered to that order account until the order is completed or it is over written.

  • Follow the instructions in section 4 on how to start completing the order

4. Completing an Order 

(on Docket)

  • Orders are completed using the Docket app, with real-time updates for orders visible in the Workflow section of the Dashboard.

  • Docket has a Contactless Log-on for accessing orders, whereby a user taps their User Card to the phone to log in as a user, and then taps the Order Card to the phone log into the specific order. This method makes the logon process quicker, but also maintains security by reducing the available information to individual users to the order being logged on to. 

4.1 Logging On (Contactless Log-on)

  • With the app open, tap your User Card to the back of the phone.

  • Then, tap the Order Card, to open the order and view the order checklist.

4.2 Completing the Checklist

  • To start a task (notifying the system that you as a user have started performing the described task), simply tap your user card to the back of the phone, this will fill the checkbox orange with a line.

  • To end a task (notifying the system that you as a user have finished performing the described task), simply tap your user card to the back of the phone, this will fill the checkbox orange with a black tick, and move you to the next tick.

  • Tasks are completed in this fashion until all are completed. You will then be required to tap your user card to the mobile phone for a final time to complete the order.

 

  • In the checklist you can also view PDFs attached in the New Order Portal, by clicking the orange paperclip in the bottom right corner of the app.