Prerequisites.
- Have administrator permissions: You can view, edit, modify, and delete all portal user and configuration settings.
How to give user permissions: How to Give User Permissions
- Login to the portal with the following link: https://portal.mobohubb.com/
How do I log in? If you want to know how to log in, you can find out at the following link: How to Login to the Portal
How to Edit Mobile Configurations
Step 1.
Navigate to this panel and go to the menu on the left side of your screen, then select the “Mobile Configurations” option.
Step 2.
Once you click on "Mobile Configurations", the following view will be displayed, where you can configure all the mobile devices on the site. We must navigate to "Choose Account" and click on the dropdown, and a list will be displayed with the sites in your account.
Note: If you only have one site, one will appear, but if you have more than one, a list will appear.
Step 3.
After selecting an account, we can start changing the settings of the mobile devices. In the first section, we will find:
In GPS Polling, we must navigate to the right side, where we will click on "Options", a dropdown will be displayed, and we will select edit.
Step 3.1.
After clicking edit, in the first option we must enter the interval in the "Polling Time (in seconds)" option of seconds, which means the time the GPS location is sent.
We can also “Activate” or “Deactivate” the GPS Polling option by clicking on the Checkbox.
Note: If the device has an operating system (IOS) and we want to add the location on the map after each hour, we must click on the checkbox "Add a map view of the last hour (IOS)".
After filling out the information, we must navigate and click on the blue "Submit" button.
Step 4.
Then we will navigate to the “Timesheet Config” section, then we click on the "Options" dropdown button, an option will be displayed, and we will click on "Edit".
Step 4.1.
After clicking "Edit", a list of checkboxes will appear.
- "Activate Employee ID": We can “Enable” this option by clicking the checkbox or keep it disabled by leaving the checkbox blank.
Note: When activating this option, it will be mandatory to enter the Employee ID number at the time of starting the shift.
- "Activate personnel image in timesheet": We can “Enable” this option by clicking the checkbox or keep it disabled by leaving the checkbox blank.
Note: By activating this option, it will be mandatory to take a photo at the start of the shift.
- "Activate time tag timesheet": We can “Enable” this option by clicking the checkbox or keep it disabled by leaving the checkbox blank.
Note: When activating this option, a text field will appear where we must write the Tag. This data will appear in the timesheet view in the Clock In/Out section.
Step 4.2.
Within the Timesheet Config section, we can also activate the "Timesheet Custom Field".
Note: This complete "Timesheet Custom Field" field will be displayed in the clock in/out window; a dropdown will appear in the application with the "Custom field name" and “Custom field value” data.
Example:
Start of the shift: The user starts the mobile application, goes to the start shift section, and at the bottom of the screen there will be a drop-down menu with the name location. When clicking on it, a list of options will appear: "Zone 1, Zone 2, Zone 3".
To configure this dropdown, follow the following steps:
- "Activate custom field in clock in/out screen": We can “Enable” this option by clicking the checkbox or keep it disabled by leaving the checkbox blank.
Note: By activating this option, we can complete the fields in "Custom Field Name" and "Custom Field Value".
- "Make custom field required": We can “Enable” this option by clicking the checkbox or keep it disabled by leaving the checkbox blank.
Note: By activating this option, the following two options become mandatory to fill out: "Custom field name" and "Custom field value".
- "Custom field name": We must name the field.
- "Custom field value": In this field, we can place the values to be selected as follows: Example: Yes, No.
Then we click on the blue "Submit" button to save the configuration.
Step 5.
We will then navigate to the “Landing Screen Config” section, then click on the “Options” dropdown button. An option will be displayed, and we will click “Edit”.
Step 5.1.
After clicking on "Edit", the following section will appear, where we can configure what the initial screen of the mobile application will be. We must select, by clicking on the radio button, the option we want to start the app.
Then we will click on the blue "Submit" button to save.
Step 6.
We will then navigate to the “More Menu Config” section, then click on the “Options” dropdown button. An option will be displayed and click “Edit”.
Step 6.1.
After clicking on the “Edit” button, the following section will load, where we can select which options to show or hide in the mobile application menu.
Note: If we leave all of them disabled, none of theme will be shown in the application menu.
To save, click on the blue "Submit" button.
Step 7.
We will then navigate to the “Shared Device Config” section, then click on the “Options” dropdown button. An option will be displayed, and we will click “Edit”.
Step 7.1.
After clicking on "Edit" we have two options that we can activate or deactivate by clicking on the checkbox.
- "Enforce personnel-based reporting": we can “Activate” this option by clicking on the checkbox or keep it deactivated by leaving the checkbox blank.
Note: Being active will require that any action within the application have an assigned staff; if it is not active, you can fill out information without an assigned user.
- "Work Task / Reports separation by Person": We can “Activate” this option by clicking on the checkbox or keep it deactivated by leaving the checkbox blank.
Note: By having this option active, any task or report must have a member of staff assigned to it; if it does not, this report will not appear to anyone. By having this option disabled, the reports or tasks will appear to all users.
To save we will navigate to the blue "Submit" button and click on it.
Step 8.
We will then navigate to the “Panic Config” section, then click on the “Options” dropdown button. An option will be displayed, and we will click “Edit”.
Step 8.1.
After clicking on the "Edit" button, we can click on the "Activate Panic Button" with the following settings:
Panic communication type:
- "Email": We can “Activate” this option by clicking on the checkbox or keep it deactivated by leaving the checkbox blank.
When activating this option, we must fill in the text box with the email where we want this panic alert to arrive.
- "Text (SMS)": We can “Activate” this option by clicking on the checkbox or keep it deactivated by leaving the checkbox blank.
When activating this option, we must fill the text box with the telephone number or numbers with the indicative example "+11233456789, +11233456780".
- "Call": We can “Activate” this option by clicking on the checkbox or keep it deactivated by leaving the checkbox blank.
When activating this option, we must fill in the text box with the number of the person we will call in a moment of panic. example "+11233456789".
- "Panic Message": In this field, we must enter the text that we will send in the email or text message. For this, you must have at least one of the two options: "Email" or "Text (SMS)" active.
Step 9.
We will then navigate to the “Sitemap Config” section, then click on the “Options” dropdown button. An option will be displayed, and we will click “Edit”.
Step 9.1.
After clicking on the "Edit" button, the following section will be displayed. We will navigate to the "Browser" button, click on it, and the device's file explorer will appear. We will look for the reference image that we want to display in the option, Sitemap, in the mobile application.
To save we will navigate to the blue "Submit" button and click on it.
Step 10.
We will then navigate to the “WebApp Config” section, then click on the “Options” dropdown button. An option will be displayed, and we will click “Edit”.
Step 10.1.
After clicking on "Edit" this section will appear. We can select an already configured tag by clicking on the dropdown.
To activate the "Allow adding personnel from WebApp" option, we must click on the checkbox.
Then we click on the blue "Submit" button to save.
Have more questions? We're always here to help at: support@mobohubb.com
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