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Guide

Last updated: November 2024

Learn how to use Scan2Evolve on mobile devices, including conducting inspections, scanning QR codes, and taking photos.

- What you'll need - Mobile-optimized interface - Conducting inspections on mobile - QR code scanning on mobile - Photo capture on mobile - Offline mode - Frequently asked questions

What you'll need

- A mobile device (iOS or Android) - A modern mobile browser (Safari, Chrome, Firefox) - Camera access for QR code scanning and photos - (Optional) Location access for GPS tracking - Internet connection (or offline mode support)

Mobile-optimized interface

Scan2Evolve is optimized for mobile devices:

Features: - Responsive design that works on all screen sizes - Touch-friendly interface - Mobile-optimized forms - Camera integration for QR code scanning and photos - Offline capability (with auto-save) - GPS location services

Example:

Mobile Interface Features:
  - Responsive design (works on phones and tablets)
  - Touch-friendly buttons and forms
  - Mobile-optimized navigation
  - Camera integration for QR codes and photos
  - Offline mode with auto-save
  - GPS location services

Conducting inspections on mobile

Starting an inspection

#### Method 1: Using QR Code Scanner

Step 1: Open Scan2Evolve on mobile - Open your mobile browser - Navigate to Scan2Evolve URL - Sign in to your account

Step 2: Start inspection - Tap Start Inspection button - Tap Scan QR Code button - Allow camera access when prompted

Step 3: Scan QR code - Point your camera at the asset's QR code - Hold steady until QR code is recognized - Asset information loads automatically

Step 4: Fill out inspection - Answer questions using mobile-optimized forms - Take photos using device camera - Use GPS to capture location - Auto-save occurs as you work

Step 5: Complete inspection - Review all answers - Tap Complete Inspection button - Inspection is submitted

Example:

1. Open Scan2Evolve on mobile browser
2. Sign in to account
3. Tap "Start Inspection" button
4. Tap "Scan QR Code" button
5. Allow camera access
6. Point camera at QR code on pump
7. QR code is scanned automatically
8. Asset "Pump-001" is loaded
9. Inspection form opens
10. Answer questions and take photos
11. Tap "Complete Inspection" button
12. Inspection is submitted

#### Method 2: From Asset List

Step 1: Open Start Inspection - Tap Start Inspection button - Browse asset list - (Optional) Filter by site or asset type - (Optional) Search for specific asset

Step 2: Select asset - Tap on an asset name - Inspection form opens

Step 3: Fill out inspection - Answer questions - Take photos - Add notes - Auto-save occurs as you work

Step 4: Complete inspection - Tap Complete Inspection button - Inspection is submitted

Example:

1. Tap "Start Inspection" button
2. Filter by "Site: Main Factory"
3. Tap on "Pump-001" asset
4. Inspection form opens
5. Answer questions and take photos
6. Tap "Complete Inspection" button
7. Inspection is submitted

Answering questions on mobile

#### Text questions

Step 1: Type your answer - Tap on the text field - Type your answer using mobile keyboard - Required questions are marked with an asterisk (*)

Example:

Question: "What is the condition of the pump?" *
Answer: "Good condition, no issues observed"

#### Number questions

Step 1: Enter numeric value - Tap on the number field - Enter a numeric value using mobile keyboard - Select a unit (if required) from the dropdown

Example:

Question: "What is the operating pressure?"
Answer: "150"
Unit: "PSI" (selected from dropdown)

#### Multi-choice questions

Step 1: Select an option - Tap on an option - Options may have icons indicating actions - Some options may require photos or notes

Example:

Question: "What is the status of the pump?"
Options:
  ✓ Good (no action)
  ⚠ Needs Repair (creates work request, requires photo, requires note)
  🚩 Safety Issue (raises flag, severity: HIGH)
  🚨 Critical Failure (triggers incident, severity: CRITICAL)

#### Photo questions

Step 1: Take photo - Tap Take Photo button on a question - Allow camera access if prompted - Camera view opens

Step 2: Capture photo - Point camera at subject - Tap capture button to take photo - Photo is attached to answer

Step 3: Annotate photo (optional) - Tap Annotate button - Draw on photo to highlight areas - Save annotation

Example:

Question: "Take a photo of the pump" *
Steps:
  1. Tap "Take Photo" button
  2. Allow camera access
  3. Point camera at pump
  4. Tap capture button
  5. Photo is attached to answer
  6. (Optional) Tap "Annotate" button
  7. Draw on photo to highlight leak
  8. Save annotation

#### Location questions

Step 1: Get location - Tap Get Location button - Allow location access if prompted - GPS coordinates are captured automatically

Example:

Question: "Where is the inspection being conducted?"
Answer: "Latitude: 37.7749, Longitude: -122.4194" (captured automatically)

QR code scanning on mobile

Scanning QR codes

Step 1: Open QR scanner - Tap Start Inspection button - Tap Scan QR Code button - Allow camera access when prompted - Camera view opens

Step 2: Scan QR code - Point your camera at the asset's QR code - Hold steady until QR code is recognized - Asset information loads automatically

Step 3: Start inspection - Inspection form opens for the scanned asset - Fill out inspection questions - Complete and submit inspection

Example:

1. Tap "Start Inspection" button
2. Tap "Scan QR Code" button
3. Allow camera access
4. Point camera at QR code on pump
5. QR code is scanned automatically
6. Asset "Pump-001" is loaded
7. Inspection form opens
8. Fill out inspection and submit

Direct QR code URL

Step 1: Scan QR code with phone camera - Open your phone's camera app - Point camera at the asset's QR code - Tap on the QR code notification - Browser opens with QR code URL

Step 2: Asset page loads - Asset information is displayed - Available inspection templates are shown - Tap on a template to start inspection

Example:

1. Open phone camera app
2. Point camera at QR code on pump
3. Tap on QR code notification
4. Browser opens: /scan/pump-001-qr-code
5. Asset "Pump-001" information is displayed
6. Tap "Pump Inspection" template
7. Inspection form opens

Troubleshooting QR code scanning

Issue: QR code not scanned - Solution: Ensure good lighting - Solution: Clean QR code label - Solution: Move closer or farther from QR code - Solution: Try different angle - Solution: Check QR code is not damaged

Issue: Camera access denied - Solution: Allow camera access in browser settings - Solution: Check browser permissions - Solution: Check device camera permissions - Solution: Use a different browser

Issue: Asset not found - Solution: Verify QR code is correct - Solution: Check asset exists in system - Solution: Contact administrator

Photo capture on mobile

Taking photos

Step 1: Take photo - Tap Take Photo button on a question - Allow camera access if prompted - Camera view opens

Step 2: Capture photo - Point camera at subject - Tap capture button to take photo - Photo is attached to answer

Step 3: Review photo - Review photo before attaching - Retake photo if needed - Confirm photo attachment

Example:

Question: "Take a photo of the pump" *
Steps:
  1. Tap "Take Photo" button
  2. Allow camera access
  3. Point camera at pump
  4. Tap capture button
  5. Review photo
  6. Confirm photo attachment
  7. Photo is attached to answer

Annotating photos

Step 1: Annotate photo - Tap Annotate button on a photo - Draw on photo to highlight areas - Use different colors and tools - Save annotation

Example:

Photo Annotation:
  1. Tap "Annotate" button on photo
  2. Draw on photo to highlight leak
  3. Use red color to mark issue
  4. Save annotation
  5. Annotated photo is attached to answer

Uploading photos

Step 1: Upload photo - Tap Upload Photo button on a question - Select photo from device gallery - Photo is attached to answer

Example:

Question: "Upload a photo of the pump" *
Steps:
  1. Tap "Upload Photo" button
  2. Select photo from device gallery
  3. Photo is attached to answer

Offline mode

Starting inspections offline

Step 1: Start inspection offline - Start inspection when offline - Answers are saved locally - Photos are stored locally - Auto-save occurs as you work

Step 2: Sync when online - When internet connection is restored - Answers are automatically synced - Photos are uploaded - Inspection is submitted

Example:

1. Start inspection while offline
2. Fill out inspection form
3. Take photos
4. Answers are saved locally
5. Internet connection is restored
6. Answers are automatically synced
7. Photos are uploaded
8. Inspection is submitted

Viewing offline inspections

Step 1: View offline inspections - Go to Inspections page - View inspections saved locally - Inspections are marked as "Offline"

Step 2: Sync offline inspections - When internet connection is restored - Offline inspections are automatically synced - Inspections are submitted

Example:

1. Go to Inspections page
2. View offline inspections
3. Inspections are marked as "Offline"
4. Internet connection is restored
5. Offline inspections are automatically synced
6. Inspections are submitted

Mobile best practices

Battery optimization

Recommendations: - Charge device before inspections - Use battery saver mode if needed - Close unused apps - Reduce screen brightness - Use Wi-Fi when available

Example:

Battery Optimization:
  - Charge device to 100% before inspections
  - Enable battery saver mode
  - Close unused apps
  - Reduce screen brightness
  - Use Wi-Fi instead of mobile data

Internet connection

Recommendations: - Use Wi-Fi when available - Use mobile data when Wi-Fi is not available - Use offline mode when necessary - Check internet connection before starting inspections

Example:

Internet Connection:
  - Connect to Wi-Fi when available
  - Use mobile data when Wi-Fi is not available
  - Use offline mode when internet is unavailable
  - Check internet connection before starting inspections

Camera usage

Recommendations: - Clean camera lens before taking photos - Use good lighting when taking photos - Hold device steady when taking photos - Use flash if needed in low light

Example:

Camera Usage:
  - Clean camera lens with soft cloth
  - Use natural light or good artificial lighting
  - Hold device steady with both hands
  - Use flash in low light conditions

QR code scanning

Recommendations: - Use good lighting when scanning QR codes - Hold device steady while scanning - Maintain appropriate distance (6-12 inches) - Clean QR code label before scanning

Example:

QR Code Scanning:
  - Use natural light or good artificial lighting
  - Hold device steady with both hands
  - Maintain 6-12 inch distance from QR code
  - Clean QR code label with soft cloth

Frequently asked questions

Can I use Scan2Evolve on mobile?

Yes, Scan2Evolve is optimized for mobile devices and works on iOS and Android.

Do I need an internet connection?

An internet connection is required, but Scan2Evolve supports offline mode with auto-save.

How do I scan QR codes on mobile?

Tap "Scan QR Code" button, allow camera access, and point your camera at the QR code.

How do I take photos on mobile?

Tap "Take Photo" button, allow camera access, and take photo using device camera.

Can I conduct inspections offline?

Yes, Scan2Evolve supports offline mode. Your answers are saved locally and synced when your internet connection is restored.

How do I view inspections on mobile?

Tap "Inspections" in the navigation menu to view all inspections. Filter by status, date, or inspector.

How do I complete inspections on mobile?

Review all answers, tap "Complete Inspection" button, and confirm completion.

Can I edit inspections on mobile?

Yes, you can edit inspections that are in progress. Completed inspections cannot be edited.

How do I view work requests on mobile?

Tap "Work" in the navigation menu, then tap "Work Requests" to view all work requests.

How do I view audit flags on mobile?

Tap "Flags" in the navigation menu to view all audit flags. Filter by status, severity, or category.

- Start, edit, and complete inspections - QR code scanning - Photo capture - Offline mode - Mobile troubleshooting

Need Help? Contact support@scan2evolve.com or your customer success manager.

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