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Mobile Dispatch Workflow Forms - Demo

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What does it look like when you use iPads to dispatch mobile workers to job sites? Run through this quick demo to see how such a solution can work. Formotus mobile workflow forms turn Microsoft …

What does it look like when you use iPads to dispatch mobile workers to job sites? Run through this quick demo to see how such a solution can work. Formotus mobile workflow forms turn Microsoft SharePoint into a dispatch center for mobile devices including iPad, iPhone and Android tablets and smartphones.

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Transcript

  • 1. Workflow Then
  • 2. Workflow Then and Now
  • 3. Formotus Dispatch DemoSee how a dispatch workflow form canto send workers with iPads to jobs,collect field data offline, and return jobreports to HQ.
  • 4. What is Dispatch? A way to send mobile workers out to jobs with the info they need.
  • 5. What is Dispatch? A way to send mobile workers out to jobs Inspections with the info they need.
  • 6. What is Dispatch? A way to send mobile workers out to jobs Inspections with the info they need. Service calls
  • 7. What is Dispatch? A way to send mobile workers out to jobs Inspections with the info they need. Service calls Health care
  • 8. Dispatch Can be the Simplest Workflow Dispatcher
  • 9. Dispatch Can be the Simplest Workflow
  • 10. Dispatch Can be the Simplest Workflow
  • 11. Dispatch Can be the Simplest Workflow
  • 12. All Kinds of Dispatchers
  • 13. All Kinds ofJob Info
  • 14. All Kinds of Mobile Workers
  • 15. All Kinds of Data Collection
  • 16. Assigning the Job and Receiving the Data areAll Part of the Same Process
  • 17. Formotus Workflows Use SharePoint SharePoint
  • 18. Formotus Workflows Use SharePoint
  • 19. How It Works SharePoint
  • 20. How It Works SharePoint  Dispatcher 1. Create and assign a job
  • 21. How It Works1. Create and assign a job using InfoPath
  • 22. How It Works1. Create and assign a job using InfoPath
  • 23. How It Works SharePoint   Dispatcher Worker 1. Create and assign a job 2. Grab the job on a mobile
  • 24. How It Works2. Grab the job on a mobile
  • 25. How It Works2. Grab the job on a mobile Notified the job is waiting
  • 26. How It Works2. Grab the job on a mobile Notified the job is waiting Sees info about the waiting job
  • 27. How It Works2. Grab the job on a mobile Notified the job is waiting Sees info about the waiting job Grabs it for offline use
  • 28. How It Works SharePoint    Dispatcher Worker 1. Assign a newly created job 2. Grab the job on a mobile 3. Complete and submit a job report
  • 29. How It Works3. Complete and submit a job report
  • 30. How It Works3. Complete and submit a job report
  • 31. How It Works SharePoint     Dispatcher Worker 1. Assign a newly created job 2. Grab the job on a mobile 3. Complete and submit a job report 4. Open the job report at HQ
  • 32. Dispatch Demo4. Open the job report at HQ.
  • 33. Dispatch Demo4. Open the job report at HQ. See the data in SharePoint columns
  • 34. Dispatch Demo4. Open the job report at HQ. See the data in SharePoint columns See the completed form in InfoPath
  • 35. Dispatch Demo4. Open the job report at HQ. See the data in SharePoint columns See the completed form in InfoPath The office version can be optimized for printing…
  • 36. Dispatch Demo4. Open the job report at HQ. See the data in SharePoint columns See the completed form in InfoPath The office version can be optimized for printing…
  • 37. This was a Simple Dispatch Workflow
  • 38. Other Workflow Variations Create multi-step, multi-user workflows
  • 39. Other Workflow Variations Create multi-step, multi-user workflows Let workers reassign jobs to other workers
  • 40. Other Workflow Variations Create multi-step, multi-user workflows Let workers reassign jobs to other workers Create job pools so, for example, any plumber can grab any plumbing job
  • 41. Other Workflow Variations Create multi-step, multi-user workflows Let workers reassign jobs to other workers Create job pools so, for example, any plumber can grab any plumbing job
  • 42. Other Workflow Variations Create multi-step, multi-user workflows Let workers reassign jobs to other workers Create job pools so, for example, any plumber can grab any plumbing job Skip the InfoPath PC and dispatch jobs from a mobile device instead
  • 43. Other Workflow Variations Create multi-step, multi-user workflows Let workers reassign jobs to other workers Create job pools so, for example, any plumber can grab any plumbing job Skip the InfoPath PC and dispatch jobs from a mobile device instead
  • 44. Solution Ingredients SharePoint – Any Flavor Microsoft Office InfoPath Designer Any Combination iPads, iPhones, Androids Formotus Platform
  • 45. Now Some Technical InfoOr stop here and go visit Formotus for a freetrial account. www.formotus.com
  • 46. Mobile Workflow FAQ
  • 47. Mobile Workflow FAQDoes this require SharePoint? Yes, unlike most Formotus forms these mobile workflow forms do require SharePoint.
  • 48. Mobile Workflow FAQDoes this require SharePoint? Yes, unlike most Formotus forms these mobile workflow forms do require SharePoint.Does this use SharePoint’s built-in workflows? No, this is totally separate and completely compatible.
  • 49. Mobile Workflow FAQDoes this require SharePoint? Yes, unlike most Formotus forms these mobile workflow forms do require SharePoint.Does this use SharePoint’s built-in workflows? No, this is totally separate and completely compatible.Does this require a SharePoint add-on? No, this requires nothing special on SharePoint and works on any version including Office 365.
  • 50. Under the Hood A job is really an instance of an InfoPath form residing in a SharePoint library. Grabbing a job is really checking out and downloading the InfoPath XML file. Mobile users are shielded from SharePoint and will not know it exists unless you tell them
  • 51. A Different Kind of Workflow Technology Unlike most other workflow systems, ours is not server based or script driven. Formotus workflows are device-based and filter-driven. Our mobile app queries the SharePoint library and returns a view of jobs based on the form’s custom filters. Jobs can be filtered by user ID and by the values of fields in the form.
  • 52. One InfoPath Form,Many FormotusWorkflow FormsDeploy differentlyfiltered versions todifferent work roles
  • 53. Two Workflow Models We SupportStartTask 1 • Rule based Start • Process driven • PrescriptiveTask 2 Role A Role C • Decision basedTask 3 • Human driven • Collaborative Role B Role D End End
  • 54. Workflow Form Deployment Process
  • 55. Formotus Dispatch DemoThank you!

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