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Cartegraph for iPad Overview

This feature requires a Cartegraph OMS license.

Introduction

A powerful, field-ready app for organizations using Cartegraph. We’ve taken our Operations Management System and tailored it to work perfectly on your iPad. So wherever the day takes you, you’ll have all the tools and resources you need to complete tasks accurately and on time.

NOTE: Cartegraph for iPad is available exclusively to users of our Operations Management System. For more information, contact your Cartegraph Sales Representative

  • Easy sign in using your Esri arcgis.com credentials.
  • Choose between your own ArcGIS Server hosted map or stock Apple Maps. Note: Cartegraph currently does not support secured map services for Cartegraph for iPad.
  • Create point, line, and polygon assets. Edit asset, task, and request locations directly on your map.       
  • Create tasks, and associate them to Assets and Requests.  Sort tasks by Priority, Date, or Proximity.       
  • Select a task from your list and automatically see it on your map. Select that point to view task details, including associated asset(s).       
  • Easily filter and select the asset layers you want to view.       
  • Enhanced functionality for conducting inspections and entering information on the spot.       
  • Enter labor hours, equipment, material, and other resources used to complete the task.       
  • See and edit the details of a task as you would on your desktop.       
  • Use the iPad camera as a bar code scanner to fill the Asset ID field.       
  • Attach photos to a given task using your iPad camera or choose a file from the Photo Library.
  • View and edit open requests. Sort requests by Priority, Date or Proximity.
  • Filter the request list on requests with or without associated tasks.
  • Select a request from your list and automatically see it on your map. Select that point to view request details.
  • View and generate route optimization for Tasks
  • Exchange Assets, a malfunctioning one belonging to a container Asset.
  • When an internet connection will not be available, use the Offline mode.

The Tasks and Requests lists can be sorted by the following:

  • Priority: Highest to lowest
  • Entry Date: Oldest to newest
  • Proximity: Closest to farthest

System Requirements

Search for Cartegraph for iPad in Cartegraph Campus to learn more.

  • iPad mini 2 or later
  • iPad Pro
  • iPad Air or later
  • iOS 11.2, 11.3,  11.4, or 12
  • Setup with internet connectivity
  • Active iTunes account for initial download and subsequent updates
  • GPS enabled device

Install Cartegraph for iPad App

  1. Download from the Apple app store.
  2. On the initial launch of the app, enter your User Name and Password, and click Sign In.
  3. Enter the Cartegraph URL. Example: https://myserver.cartegraph.com/cartegraph
  4. Verify all iPad app users have a Cartegraph User Account in with an associated Labor record. User sign-in credentials are created when the account is created.

Requests Display

Requests display in a list in the Cartegraph for iPad app. 

The list can filter requests by the following criteria:

  • All Requests-Requests with a Status value of Open
  • Tasks Assigned-Requests with a Status value of Open and one or more assigned Tasks.
  • No Tasks Assigned-Requests with a Status value of Open and no assigned Tasks.

In all cases, the first Requests layer which is configured for the user in Cartegraph is used to enhance the Request filters in Cartegraph for iPad. The filters are combined using a logical AND, so in order for a Request to appear in the list, both filters must be satisfied.  If the user has not configured a Requests layer in Cartegraph or has not applied a filter to their Requests layer, no extra filtering logic is applied.

The Requests list can be sorted as:

  • Priority: Highest to lowest
  • Entry Date: Newest to oldest
  • Proximity: Closest to farthest

*This feature is not available with Offline mode.

Tasks on the Tablet

Tasks display in a list in the Cartegraph for iPad app.  The list can filter tasks by the following criteria:

All My Tasks

Tasks display in the All My Tasks list if:

  • The status is In Progress or Planned.
  • There is a Start Date and it is less than five days in the future.
  • Only Tasks assigned to the signed-in user or Tasks the signed-in user has Labor hours entered against.

My Tasks Today

Tasks display in the My Tasks Today list if:

  • The status is In Progress or Planned.
  • Today’s date is in the Task’s date range or after the range.
  • Only Tasks assigned to the signed-in user or Tasks the signed-in user has Labor hours entered against.

My Tasks Today Examples

  • On dates falling within the Task’s assigned date range.
  • A task has a start date of 9/1 and a stop date of 9/4—that Task displays on the signed-in user’s My Tasks Today list on each date within that range until the Task is marked as completed and closed in Cartegraph.
  • On dates that come after the Task’s assigned date range.
  • A task has a start date of 9/1 and a stop date of 9/4, but today is 9/8—that Task stays on the signed-in user’s My Tasks Today list until the Task is marked as completed and closed in Cartegraph.

Live Tasks

Tasks display in the Live Tasks list if:

  • The status is In Progress or Planned.
  • There is a Start Date and it is less than five days in the future.
  • Tasks are not assigned to the signed-in user or do not have Labor hours entered against them.
  • Do not have an Assigned Labor associated with them.
  • Are located in a specified spatial range of the signed-in user’s current location.

Sort

The Requests list can be sorted by the following:

  • Priority: Highest to lowest
  • Entry Date: Newest to oldest
  • Proximity: Closest to farthest

*This feature is not available when in Offline mode.

Routes Options on the Tablet

Mobile route optimization is an extension of the browser route optimization functionality. Select Route Options from the Options menu on the Task list.

Planned Routes

Planned routes are routes generated and saved in Cartegraph.

  • Select this option to view a list of all routes containing at least one task assigned to the signed-in user or where the signed-in user has labor hours entered.
  • Select this option to filter the Task list to all open tasks on that route, whether the user is assigned to the task or not, in the correct routed order.

Generated Route

This option is available to reselect the last route generated on the device. See Generate Route for more information.

  • Switch quickly to another filter/sort to check out other tasks or see if any new work has popped up, but you do not necessarily want to change the route you were going through.
  • This option is available as long as you have generated a route on the tablet, and at least one of the tasks on that route is open.

Generate New

This option generates a new route from the tablet.

  • This route is only stored on the tablet.
  • Once a route generates, it is available to reselect via the Generated Route option.
  • A list of how many Tasks to route displays. For example, 5, 10, 25, or 50.
  • An optimized task list generates based on the top 5, 10, 25, or 50 Tasks according to the current filter and sort.
  • Select the ending location. The current GPS position is always used for the starting location.

The Save End Location and Clear End Location on Next Sign In app settings help configure the routing experience. See the Cartegraph for iPad App Settings section to learn more.

*This feature is not available in Offline mode.

Tablet Views

The setup of Task, Asset and Request details displayed while creating or editing a record in the app display the same fields as the views assigned to the user’s role in the browser version of Cartegraph.

For example, the fields on the first page of the app’s Create Task guided process match the browser’s Create Task guided process fields. This is also true for creating Tasks from an Asset, creating Assets, and editing Tasks, Assets or Requests.

PCI Inspections on the Tablet

  1. From the Task list, tap a Pavement or Pavement Area Inspect task.
  2. On the Task Detail view, tap Start Inspection.
  3. Make sure the inspection date is correct.
  4. Make sure the inspected by value is correct.
  5. From the PCI Condition Category, tap PCI Start.
  6. Tap Use the entire Segment as a Single SampleUser Previous Samples, or Generate Army Corps of Engineers Samples.
  7. Add a sample.
  8. Tap a sample to inspect.
  9. If the sample does not have any distresses, tap the No Distresses Found check box.
  10. Select a Distress.
  11. Enter the Extent.
  12. Tap on the image that corresponds to the distress severity.
  13. Tap on the camera button to add a photo of the sample using the iPad camera or select an existing photo.
  14. Add as many as distresses that apply.
  15. Inspect the remaining samples by tapping Samples to go back to the Samples screen and select another sample to inspect, or swipe to go to the next sample.
  16. After all samples are inspected, tap Done.
  17. Tap Save.
  18. If the inspection is complete, tap Complete.

*This feature is not available in Offline mode.

About Cartegraph for iPad Offline Mode

Cartegraph for iPad has the ability to work in an Offline mode when there is no Internet connection available. Some of the Cartegraph for iPad's features are not available in Offline mode:

Feature Differences in Offline Mode

  • No Map features or spatial data
  • No Attachments
  • Tasks
    • Only the user's Tasks are downloaded (this is equivalent to the All My Tasks filtered Task list)
    • List screen
      • No Live Tasks filter
      • No Proximity sort
      • No Routing
      • Tasks created offline will appear in the list as long as the Task has a status of In Progress or Planned
    • Detail screen
      • No convert Non-Asset Task to Asset Task or change Asset associated to Task
      • No Inspection creation after going into Offline mode
      • Resources
        • No Material Location filtering
      • Asset summary popover
        • No Total Cost
        • No Open Task Count
  • Assets
    • Only Assets associated with the user's Tasks are downloaded
    • No List screen (Assets are viewable by going through the Task detail screen of the associated Task)
    • No creating or editing Asset data
    • Detail screen
      • No Exchange Asset
      • No Total Cost
  • Inspections
    • No PCI Pavement/Pavement Area Inspections
    • Viewable Number and Quantity Condition Category index calculations (will be calculated when going Online)
    • No Asset Condition calculations updating
  • No Requests
    • No viewing, creating, or editing Request data
  • No flexible shared recordset child grid data
  • No Library Filters

Use Offline Mode

The Offline mode is useful for when the app will be used in circumstances where there is unreliable Internet access. Where there is reliable Internet access, remaining in Online mode will continue to provide the best experience. In Offline mode, users can download the data they need to work without an Internet connection, record their changes as they typically would while Online, and go back into Online mode to save their changes to the OMS server.

Go Offline

When going between the Online and Offline modes, the iPad must have a reliable Internet connection. Tap the Online switch on any of the list screens to go into Offline mode. Data required for Offline mode downloads. Once the download completes and the user continues, the Online switch changes to Offline.

At this point, it is safe for the Cartegraph for iPad app to run without an Internet connection. The app can safely be closed and the iPad turned off and changes that were made in Offline mode remain persisted on the iPad. Also, while the app is in Offline mode, the app does not get the latest changes from the Cartegraph server nor save the changes made on the iPad to the Cartegraph server. The app needs to return to Online mode to sync the changes.

If there were errors in the process of going Offline, the error dialog box has an iOS share icon in order to e-mail, message, or save a copy of the error messages.

Go Online

When going between the Online and Offline modes, the iPad should have a reliable Internet connection. After changes have been made and it is time to go back to Online mode to save the user's changes to the OMS server, tap the Offline switch on the Task list screen, enter the user's credentials to sign in, and then the changes while in Offline mode will attempt to save on the OMS server. When the process is complete and the user continues, the Offline switch will change to Online and the user will then be back in Online mode. It is important to note that users will not be able to return online while the system is locked for maintenance.

If there are errors when going back to Online mode, the records that were able to save successfully persisted to the Cartegraph server while the records that have failed do not. Currently, there is not a way to remain Offline, make corrections, and attempt to go Online again. The error dialog box has an iOS share icon in order to e-mail, message, or save a copy of the error messages.

Tablet Asset Layer Display

Control the Asset layers that display in the Cartegraph for iPad app.

The asset layer stays in sync with the asset layers that display in the browser version of Cartegraph.

The user has the ability to add and remove asset layers on the tablet.

The order and color of the layers can be edited.

Multiple layers of the same asset will display on the tablet.

*This feature is not available in Offline mode.

Cartegraph for iPad Bar Code Scanning

Cartegraph for iPad has the ability to scan bar codes to place an Asset’s ID into fields throughout the application.  All bar code types are supported. Bar codes make data collection faster and more accurate by scanning data instead of entering it.

Tap the Bar Code Scan button next to the ID field and aim the iPad’s camera lens at the Asset’s bar code. After the scan completes, the Asset ID displays in the field.

Start the scan from the following Asset ID field locations:

  • Asset list
  • Asset’s Detail view
  • Task's Detail view
  • Create an asset guided process
  • Material Resource Entry

Configure Tablet Live Radius

Cartegraph for iPad’s Live Tasks are Tasks not assigned to you in a specified radius of your current location. The default setting is 2000 feet.  Modify this value to better meet the organization’s needs.

  1. Click   >System Settings.
  2. Hover on LiveTaskRadiusInFeet and click View.
  3. Click Edit and enter the radius value. For example, 1500.
  4. Click Save.

*This feature is not available in Offline mode.

Cartegraph for iPad App Settings

The Cartegraph for iPad app system settings are listed below with their Cartegraph recommended defaults and notes.

Setting

Default

Notes

Location

Always

To get the best use from the app, set the Location to always.

Photos

On

This allows the use of any photos on the iPad's image library and makes task completion more efficient.

Camera

On

This allows the use of the iPad's camera and makes task completion more efficient. To use bar coding, this must be on.

Version

 

This information may be used when working with Cartegraph Technical Support. This is a read-only field.

Server Version

 

This indicates which version of the Cartegraph browser version the app is compatible with. This information may be needed when working with Cartegraph Technical Support. This is a read-only field.

Web Address

 

This connects the app with the browser version when it is set up during Cartegraph implementation. Changing this web address incorrectly causes the app to be disconnected from the browser version.

Attachment Image Size

Medium

Change the size from the default of Medium to Small, Large, or Actual Size to configure the system to the best use for your organization. Cartegraph recommends the size of Medium because it provides the best combination of image resolution without impacting loading performance.

Save end Location

On

  • When set to true, the ending location of the generated route persists and will not prompt the user again.
  • This is meant for use for those who end their routes at the same location.
  • When set to false,  you are prompted for the ending location every time you generate a route.

Clear End Location on next Sign in

 
  • Used to clear the persisted route end location.
  • Use this feature when you like saving your location and not being prompted for every route, but you want to change it now.
NOTE: This setting does not take effect until you sign out of the app.

 

Tablet Attachment Upload Troubleshooting

Symptom

The Cartegraph for iPad app cannot upload attachments when running in the background.

Quick Fix

  • Cartegraph recommends remaining in the app until the attachment upload completes.

Symptom

An upload is in progress and the navigation is taken away from the Cartegraph for iPad app.

Quick Fix

  • open another app
  • press the power button
  • close the cover

Symptom

Navigation returns to the app.

Quick Fix

  • The upload restarts if it has not timed out.

*This feature is not available when in Offline mode.

 

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