Mobile Units

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IMPORTANT: The Mobile Units tab is available to doForms users with Manage and Admin privileges only. Be sure to click Save at the bottom of the page to save any changes.

http://www.doforms.com/support/how-to-videos/how-to-manage-devices-and-projects.htm

Layout

The Mobile Units tab is the place where you manage which mobile units will be connected to your doForms account, as well as which projects (and their respective forms) will be available on which mobile units.

The rows in the Mobile tab represent each mobile unit. The number of rows displayed will match the number of mobile units supported by your account. Free doForms account supports just one mobile unit, so you will see just one row. A doForms-20 account supports twenty mobile units so you will see 20 rows. A doForms-100 account supports one-hundred mobile units so you will see 100 rows etc. Your doForms Administrator can add rows for additional mobile units at any time by upgrading your current plan using the Account tab.

Mobile Number and PIN

The first and second columns provide the “Mobile Number” and “PIN”. Both MUST be entered into the Mobile Units tab in order for those mobile devices to be “connected” to you doForms website. Each time the doForms application is stated on a mobile device, it connects to the Internet and checks the information in the Mobile Units tab to see if it is still allowed to “connect” to your doForms website, and if so, which projects it needs to synchronize with. If it cannot find its Mobile Number and PIN in this list, it will not connect to the website. So the information entered here must also be provided to the user of the corresponding mobile unit. They will be asked to enter this exact same Mobile Number and PIN when setting up doForms on their mobile unit.

IMPORTANT: The mobile numbers and PINs must match those entered into corresponding mobile devices.

Website Setup Wizard

When your doForms website starts for the first time, the Website Setup Wizard will appear. Website setup consists of two parts: (i) telling the website which mobile devices are allowed to connect to it, and (ii) establishing login credentials for any  website users other than you (see the Web Users section). If you use the Website Setup Wizard, the rows in the Mobile Units tab will be filled in through this process.  But you can always change this information, or add mobile devices by following the steps below.

Search

Displays a filter function that allows you to search for mobile users.

Columns

Mobile Number – The mobile number will most likely be the 10-digit telephone number of the mobile device. If the device is a PC or tablet with no phone, the mobile number may be any 10-digit number. 

PIN – The PIN can be any 4-digit number. We recommend using a different PIN for each mobile number. The number of mobile devices that you will be able to setup will correspond to your account level.

Nickname – Provides a “Nickname” for the mobile unit. You may use the mobile user’s name, or a company device ID etc. Nicknames may be up to 20 characters.  This is most useful when working in the Dispatch tab where it may be difficult to remember which mobile number corresponds to which mobile worker.

Work Group (optional) – Provides a way to classify your mobile units. The work group field is searchable with the Search button function.

Email (optional) – Provides an optional email address for the user of the mobile device. 

MobileApp – Provides the version number of the mobile application installed on the corresponding mobile device. This will automatically be filled in when doForms is set up on the mobile device. You do not need to enter this information. The presence of this information will tell you that doForms has been successfully set up on the corresponding mobile device. 

MobileOS – Provides the Operating System information of the corresponding mobile device. This will automatically be filled in when doForms is set up on the mobile device. You do not need to enter this information. The presence of this information will tell you what type of device this is and what its OS version is. This is very useful for technical support purposes.

Projects – See Projects article.

You can sort the table alphabetically by clicking on any of the underlined column headings. This is useful if, for example, you wish to see which mobile units use a particular MobileApp or MobileOS.

IMPORTANT: Be sure to click Save to save any changes.

Row Menu

The Row Menu provides the following functions:

Edit To assign a Mobile Number, PIN and contact email to an available row, or to change an already assigned value, click Edit in the Row Menu. The row will expand allowing you to change certain fields. Click Change when done. Otherwise, press Cancel. 

Delete To delete a Mobile Number and PIN from a row, click  Delete in the Row Menu. A message will be displayed asking you to confirm the delete. Click OK.  Otherwise, press Cancel.

Send Email – Sends and email to the mobile user containing their Mobile Number and PIN settings.

Select all projects – Use Select all projects from the Row Menu to subscribe all projects to this mobile unit. If all the projects are selected, this Row Menu option changes to Deselect all projects which can be used accordingly.

Be sure to click Save at the bottom of the page to save any changes.

IMPORTANT: Note that when a new project is added, it will NOT be automatically assigned to any of the mobile units. You must explicitly do so either by clicking the check-boxes individually or by using the Column Menu to Select all mobiles. If all the projects are selected, this Column Action Menu option changes to Deselect all mobiles which can be used accordingly. Also remember that the “Main Project” is automatically added to all mobile units. 

IMPORTANT: If a Mobile Number is deleted but the mobile device still has unsent forms, these forms will become “orphaned” on the device and will not be able to be sent to the website.

IMPORTANT: Be sure to click Save to save any changes.

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