workSmart! iBreeze Getting Started Guide

Transcription

workSmart! iBreeze
Getting Started Guide
Revision 3
workSmart iBreeze version 1.0.29
Copyright Notice
© Copyright 2011 Mobile Workforce, Inc. All rights reserved.
Mobile Workforce, Inc. has copyright ownership of the Mobile Workforce-workSmart! applications and
other software related materials. This manual may not, in whole or in part, be copied, photocopied,
reproduced, translated, or reduced to any electronic medium or machine-readable form without prior
consent, in writing, from Mobile Workforce, Inc. All Mobile Workforce, Inc. software is licensed in
accordance with the terms and conditions of the purchase, lease, or license agreement by which this
software product was acquired. No ownership of Mobile Workforce, Inc. software products is
transferable. Law prohibits the use of this software beyond the terms of one or more of the
aforementioned agreements, without the written consent of Mobile Workforce, Inc. Microsoft, Windows,
and Internet Explorer are either registered trademarks or trademarks of Microsoft Corporation in the
United States and/or other countries. WorkSmart!, workSmart!-Mobile, workSmart!, are registered
trademarks of Mobile Workforce, Inc. Apple, iTunes, iPhone, iTouch, iPAD, and iPOD are registered
trademarks of Apple Inc.
Mobile Workforce-workSmart! iBreeze
Revision 3
Contents
1.
2.
3.
4.
5.
6.
7.
Hardware Requirements. ...................................................................................................... 3
Installation and Configuration .............................................................................................. 4
2.1. Step 1: Installing workSmart iBreeze............................................................................... 4
2.2. Step 2: Configuring workSmart iBreeze........................................................................... 4
2.3. Step 3: Syncing with Office .............................................................................................. 5
Getting started ...................................................................................................................... 6
3.1. Opening workSmart!-iBreeze .......................................................................................... 6
3.2. The Basics ........................................................................................................................ 6
3.2.1. The Four Tabs .......................................................................................................... 6
3.2.2. Orders Tab ............................................................................................................... 6
3.2.3. Inventory Tab........................................................................................................... 7
3.2.4. Case Tab................................................................................................................... 7
3.2.5. Surgeon Tab ............................................................................................................. 8
3.2.6. Catalog Tab .............................................................................................................. 8
3.2.7. Settings Tab ............................................................................................................. 8
Detailed How To Instructions................................................................................................ 9
4.1. Synchronizing workSmart!-iBreeze ................................................................................. 9
4.2. Order Tab:........................................................................................................................ 9
4.2.1. Creating an order..................................................................................................... 9
4.2.2. Searching the catalog. ........................................................................................... 11
4.2.3. ................................................................................................................................... 11
4.2.4. Selecting items from a kit ...................................................................................... 11
4.2.5. Selecting an item, and then select the kit. ............................................................ 14
4.2.6. Reviewing and Submitting Orders ......................................................................... 18
4.2.7. Saving Draft Orders ............................................................................................... 18
4.2.8. Printing Orders ...................................................................................................... 19
4.2.9. Creating Quotes ..................................................................................................... 19
4.3. Inventory Tab................................................................................................................. 19
4.4. Case Tab: ....................................................................................................................... 20
4.4.1. Creating a Surgery Case ......................................................................................... 21
4.5. Surgeon Tab:.................................................................................................................. 22
4.5.1. Creating a surgeon profile ..................................................................................... 22
4.6. Catalog Tab .................................................................................................................... 22
4.7. Settings: workSmart!-iBreeze Preferences.................................................................... 23
Usage Tips ........................................................................................................................... 24
Technical Support ............................................................................................................... 25
Log on to the web ............................................................................................................... 26
April 2011
© Copyright 2011 Mobile Workforce, Inc. All Rights Reserved
2
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1. Hardware Requirements.
Apple iPhone 3G with operating system (iOS) versions 4.2 to 4.2.1. (Bluetooth Scanner not
supported)
Apple iPhone 3GS with operating system version 4.2 and higher.
Apple iTouch with operating system version 4.2 and higher.
Apple iPAD with operating system version 4.2 and higher.
Apple iPAD 2 with operating system version 4.2 and higher.
Sync the device with iTunes to check and update the operating system software.
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2. Installation and Configuration
2.1. Step 1: Installing workSmart iBreeze
On your iPhone/iPAD, go to the App Store.
Search for workSmart.
Select the workSmart Application and select INSTALL, like any other application from the App
Store.
NOTE: The application is FREE, however a license for use is required, contact Mobile Workforce
to confirm.
The application will automatically download and install.
2.2. Step 2: Configuring workSmart iBreeze
You won’t be able to use workSmart iBreeze until you have successfully synced with office.
Launch the application by tapping the workSmart icon displayed on your IPhone/iPAD.
The Settings window appears.
Enter your workSmart username and password in the appropriate fields.
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For the Service URL, enter http://www.mobileworkforce.net/restService, or press the
DEFAULT button.
If you wish to view upcoming surgeries in the IPhone/iPAD calendar or Outlook calendar place a
check in the Export Surgeries into this Calendar category check box.
Tap SAVE.
2.3. Step 3: Syncing with Office
Before you start using the workSmart! application, you must first download your catalog and
customer accounts. To download this information, follow these instructions:
Note: Before starting, make sure that your IPhone/iPAD is connected to the Internet.
Tap Settings
Tap the Sync With Office button. The Sync With Office window appears.
The Catalog, Customers, and Inventory Locations check boxes are automatically selected.
You are now ready to retrieve the catalog and customer accounts. Check that your IPhone/iPAD
has an active connection to the Internet by looking at the indicator at the top of the screen for
the WiFi or Cellular data connection status . Tap the Start button.
When the sync has finished you will see the Sync Successful message in the status window.
Tap Close. You will be returned to the Settings window.
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3. Getting started
3.1.Opening workSmart!-iBreeze
Tap the workSmart icon displayed on your IPhone/iPAD.
By default it will open up in the Orders screen.
3.2.The Basics
3.2.1. The Four Tabs
When you have started up workSmart!-iBreeze and closed the version # screen you will see
there are 4 tabs across the bottom.
On the iPhone/iPOD these appear as:
On the iPAD, with its larger screen, these appear as:
On the iPhone/iPAD, the Catalog and Settings are found by selecting the MORE icon.
3.2.2. Orders Tab
This is where orders are handled. Four folders are displayed within this tab.
The
Outgoing folder
This is like the outgoing folder for your email client. Orders that have been “submitted”, stay
here until you do a sync with office, and then they are sent to the Mobile Workforce website.
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The
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Drafts folder
This is like the drafts folder for your email client. Orders that have been saved, but NOT
submitted stay here for you to edit later.
The
Sent folder
This is like the Sent folder for your email client. Orders that have been sent to the website are
copied to this folder in READ-ONLY format so you can review them later.
The
Quotes Folder
This contains quotes that you have created and saved. Quotes are always sent to the website.
Press and old on a quote and you can delete it, create an order from a quote, or clone a quote
so you can prepare one for a different client.
3.2.3. Inventory Tab
NOTE: If you do not have inventory permissions, some of these functions will not be displayed.
The number in the red circle indicates the number of items in the Expired Inventory
Report.
The
Outgoing folder
This is like the outgoing folder for your email client. Inventory receives and transfers that have
been “submitted”, stay here until you do a sync with office, and then they are sent to the
Mobile Workforce website.
The
Drafts folder
This is like the drafts folder for your email client. Inventory receives and transfers that have
been saved, but NOT submitted stay here for you to edit later.
The
Sent folder
This is like the Sent folder for your email client. Inventory receives and transfers that have been
sent to the website are copied to this folder in READ-ONLY format so you can review them later.
3.2.4. Case Tab
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The case tab is where your cases are displayed. You will be shown cases for any customer you
can place orders for, and for any sales rep set up as a team member. Sales managers will be
shown all cases. Cases scheduled for any time after two weeks ago will be displayed.
Select the icon in the top right corner to create a new case.
3.2.5. Surgeon Tab
This is where surgeon profiles are shown. Tap on a surgeon profile to display the known
information. If the surgeon is assigned to you, you can select
to edit the information.
Select the icon in the top right corner to create a new surgeon profile.
Surgeon profiles are kept in sync with the Mobile Workforce website like cases are, any new or
changed cases are sent up to the web, and any updates on the web are downloaded to the
iPhone/iPAD whenever a sync with office is performed.
3.2.6. Catalog Tab
This allows the user to search the available catalogs. The supported catalogs are selectable by
tab at the top of the screen, and then the user can use the search field to search by SKU and
description. Select the right arrow to view all the details on the part.
3.2.7. Settings Tab
The Settings tab is where the user name and password, the service URL, and the settings for
exporting cases to the iOS calendar application are found. The Sync with Office screen is also
found here.
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4. Detailed How To Instructions
4.1.Synchronizing workSmart!-iBreeze
To synchronize workSmart!-iBreeze, go to Settings and select Sync With Office. This will display
the Sync With Office page. Press START, to sync with office. As long as the device has internet
access, the sync process shall start.
4.2.Order Tab:
4.2.1. Creating an order
To create an order, tap the Orders tab to enter
the Orders module.
Then tap the New Order button to create a
new order
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Select the order type. Replenishment orders
will show extra fields for replenishment data.
Select the sales rep as a filter for the
customers. Select [Show All] to show all the
customers in the customer list.
NOTE: To view detailed information about a
customer, tap the right arrow. This will display
the customer’s details in the Customer Details
page. To exit this page, tap the back button.
On the iPAD, the full order details are shown
on a single screen.
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Tap on
to add a line item to
the order. Select the part, then fill out the
Product details (lot#, price and quantity).
To Scan items, tap the Scan Items button.
To add an item that does not have a SKU, such
as shipping, tap on the Add Non SKU Item
button.
After each product is completely entered, tap
the Add to Order button.
4.2.2. Searching the catalog.
When viewing the catalog to select a line item for an order, quote, receive, or transfer, use the
keyboard to enter the search value in search window. To perform the search, select the Search
button on the keyboard. This will search the catalog for information in the SKU or part
description that matches the search parameter.
4.2.3.
4.2.4. Selecting items from a kit
If the items for the order were all taken from a specific kit, there is a quick way to select the
items directly from a kit.
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Select
search screen.
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, to enter the catalog
Search for and select the SKU of the specific
kit’s template.
Select the specific kit sku.
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The list of stocked kits for that sku will be
displayed with their kit identifier and location.
Select the specific kit that the parts were
pulled from.
The current contents of the kit will be
displayed.
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Select the items from the kit and then click on
Add to Order.
The quantity of each item will default to 1. If more than one of the item was used in the order
the line item should be edited to correct the quantity.
4.2.5. Selecting an item, and then select the kit.
Instead of selecting the kit, and then items, sometimes it is desired to select the parts first, then
define which kit from which they were pulled.
Select Add Product
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Search for and select the SKU of the item in
question. NOTE: The SEARCH button is at the
bottom of the keyboard
Optionally select the Lot number of the item
by selecting the right arrow for the Lot number
field.
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The inventory items for that sku will be shown
with their lot number, location, and current
quantity.
Select the lot number for the item.
To select the kit, tap on Tap to set for the kit
field.
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The kits that contain the item (sku, or sku with
lot number) will be listed. The kit identifier and
location will be shown.
Tap on the appropriate kit.
Now select Add to Order to add the item to
the order.
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4.2.6. Reviewing and Submitting Orders
On the iPhone and iPOD tap Sign and
Submit to open up the signature space,
sign the order, and then tap SUBMIT to
save and place the order in the Outgoing
folder to be sent to the server the next
time you synchronize your device. If no
signature is desired, just tap Submit
Without Signing.
The order appears in the Outgoing folder.
If you have a customer enabled to have a
fax or email of the order sent to then you
may place a check in the Send copy to
customer fax/email check box if you wish.
On the iPAD, collect the signature and tap
Submit.
4.2.7. Saving Draft Orders
If you don’t want to send the order just yet, tap Save instead of Submit to save the order’s
information on your device. The order will not be sent when your device is synchronized until
the order has been submitted using the Submit button. The order appears in the Drafts folder.
Later on, you can edit this order by tapping the order in the Drafts folder list. The order’s entry
appears highlighted in the Select Customer page. You can then proceed to edit the order as
required by paging through the order creation process.
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4.2.8. Printing Orders
Once an order has been synced and is in the sent folder it can be printed. To print, view the
order and look for the send icon
in the top right corner. The printer options screen will
be displayed that will allow selection of a connected bluetooth printer, the range of pages to be
printed, and the number of copies to be printed.
4.2.9. Creating Quotes
To create a quote, tap the New Quote button.
If you would like to create a new Bill-Only order from your Quote, select the quote from the
Quotes folder. A Menu button can be found there. Choices
4.3.Inventory Tab
Select the
to show the Expired Inventory
Report, create a new Receive, create a new
transfer, create a new consignment record, or
create a new Audit.
4.3.1.1.
Receiving Inventory
You can receive your inventory by tapping the Inventory tab to enter the Inventory tab.
To receive inventory items, tap the
menu and select New Receive
Select the location to receive the inventory into, then enter an Order Number (or reference
number, as required)
Select the product(s) you want to receive using the lookup option, scanner, or manual input, add
in the lot, expiration date, quantity, and click Add.
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Click Save to save your receive to be edited and submitted at a later date or Submit to be sent
to the server on the next synchronization.
4.3.1.2.
Transferring inventory
You can transfer your inventory by tapping the Inventory tab to enter the Inventory module. To
transfer inventory items, tap the
menu and select New Transfer.
Select the location to transfer from and the location to transfer inventory to.
Select the product(s) you want to transfer using the lookup option, scanner, or manual input,
add in the lot, expiration date, quantity, and click Add. Once you have added all the products
you are click Save to save your receive to be edited and submitted at a later date or Submit to
be sent to the server on the next synchronization.
4.3.1.3.
Expired Inventory Report
You can view items in your inventory locations that are about to expire or have already expired
by opening the Expired Inventory Report. To do so, tap the
Inventory Report.
menu and select Expired
This will display the Expired Inv Report page. From here you can view the SKU, Lot, Location,
Quantity, Expiration Date, and Description of the parts that are expiring or have expired.
4.4.Case Tab:
The eyeball icon indicates that the case
has been updated with new information sent
down from the office and the user should view
it.
The blue dot indicates that the case has
been changed locally, and updates will be sent
to the office during the next Sync with Office.
No icon next to the case indicates that the
case has been read, but no changes were
made.
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To filter the displayed cases, select a case and press and hold on the case. A menu will appear
with several filtering options.
Show all, will show recent cases within the past two weeks, and all future cases appropriate for
the user.
Show All for Date will show all cases that occur on the same date as the selected case.
Show all for Surgeon will show all cases that have the same surgeon as the selected case.
Show all for Customer will show all cases that have the same customer as the selected case.
Show all for Sales Rep will show all cases that have the same sales rep as the selected case.
Show all for Team. will show all cases that have the same surgeon as the selected case.
For example:
4.4.1. Creating a Surgery Case
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Select the
icon in the top right corner to
create a new case.
The case information can be found in 4 subsections entered through the right arrows.
This will display the Surgery Schedule creation page. From here you will specify the Start time,
Duration, Customer, Contact, Location, Patient, Age, Gender, Surgeon, whether Attendance is
Required or not, Procedure, and any Notes that may be needed.
To select a Procedure, click the Procedure tab and pick one from the drop down displayed..
Any edited case is sent to the website next time you sync with office. If a case has been changed
on the website, it will be downloaded to your iPhone/iPAD next time you sync with office.
4.5.Surgeon Tab:
4.5.1. Creating a surgeon profile
You can create a Surgeon Profile by tapping on the
icon in the top right corner.
Enter your surgeon’s contact information on the displayed page and then select Save.
4.6.Catalog Tab
The catalog tab, which is found behind MORE on the iPhone and iPod, will display a tab for each
of the supported catalogs.
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Select the catalog, and the catalog contents will be displayed. Search the catalog by entering
text in the search field, and select search. Catalog item SKUs and descriptions will be searched.
Select the right arrow to see the full details on the selected catalog item.
4.7.Settings: workSmart!-iBreeze Preferences
To set your user name, password, service URL, timeout, and other preferences, tap the
workSmart! Settings icon.
Tap the Username field and enter your name. Next, tap the Password field and enter your
password.
For the Service URL, enter http://www.mobileworkforce.net/restService, or press the
DEFAULT button.
If you would like workSmart! to export your surgery schedules into your calendar, place a check
in the Export surgeries into this Calendar category.
Once you have entered all your preferences, tap SAVE to save the information on your device.
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5. Usage Tips
Swipe on an item (left to right), and a DELETE option will appear. In this example, the order was
"swiped" and now the DELETE button appears, so this dummy order can be deleted.
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6. Technical Support
If you need help using the Mobile Workforce workSmart!-iBreeze application, visit our website
at http://www.mobile-workforce.com, or contact us by mail, email, FAX, or telephone:
Mobile Workforce, Inc.
P.O. Box 633
Port Orchard, WA 98366
USA
Email: [email protected]
Tel: (360) 874-2424
FAX: (360) 874-2690
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7. Log on to the web
Your account also allows you to log into the web to review, edit or create orders. You can login
at: http://www.mobileworkforce.net
Enter your username and password.
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workSmart! iBreeze Getting Started Guide

Transcription

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