Roam Update is a feature that allows users to automatically pass selected tasks without answering a question set. This is a time saving feature that requires only a barcode scan to complete a task. Users must have appropriate permissions to use this feature.

To use Roam Update, first follow the instructions to enable Auto Update and, if desired, Auto Move.

Next, while still on the settings screen, select the Roam.  On the Roam screen you will see flags at the top indicating which tasks have been selected for Auto Update and a flag will show if Auto Move is enabled. Task selections are “sticky” and, once selected, the selection will remain selected for the user each subsequent time they login. The only time task selections are forgotten is after updating the app to a new version.

On this screen you may enter or scan the barcode for a fixed equipment, or enter/scan a location barcode first followed by a moveable equipment barcode. When performing Roam Update on checkpoints that are synced to the device the user will experience feedback from the app. Successful scans will produce a confirmation screen that displays the name of the task that was updated. The “Equipment Details” and Complete Tasks” buttons take the user to the equipment details screen where the user can answer the question set or see the equipment details. The “Up Next” area at the bottom of the screen shows the next checkpoint in the route. On this screen the user may immediately scan the next checkpoint barcode to repeat the Roam Update process on the next checkpoint.

 

Roam Update may also be used to update unassigned checkpoints and checkpoints that are not synced to the device. After scanning an unassigned or non-synced checkpoint the user will get a feedback message stating that a roaming checkpoint was logged. The system will search the system database for the logged checkpoint during the sync process and update the task at that time upon successful match.