SolarGain Mobile - Using tasks

SolarGain Mobile - Using tasks


Task list functionality in the mobile app allows you to visualize all lists created from the SolarGain portal to execute and monitor works on site, as well as editing and updating their status.
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Task List Main Screen

My Tasks/All Tasks

Task list interface gives the possibility to visualize both, the tasks assigned to the user (My Tasks) or all the tasks (All Tasks) created so far under your organisation in the SolarGain portal. 

Each of the task lists are shown in rectangular boxes where some general information is displayed:
  1. User name
  2. Last Updated Date
  3. Task Title and description
  4. Number of individual tasks resolved

Add New

On the My Tasks/All Tasks pages, in the lower right corner, there is a green plus + button which will allow adding a new Task List. That list will help when a list is required on site.

This is where Title and Description can be entered for the new Task List. Please note that editing, sharing and permissions can only be performed in the SolarGain portal.



Sort By

Same as in the landing page, there is a Sort by functionality to help find the desired Task or group of Tasks, tap on it to display.

Within a Task List

Within a task list more detail is displayed in two different formats, a Map view and a List view of the different tasks. 

Add New Task

From both the Map view and List view, there is a green plus + button in the lower right corner allowing individual tasks to be added.

This will allow the addition of individual tasks that might be required when on site. For now, only simple tasks can be added from the mobile app. Inspections or other report based tasks will need to be added from the SolarGain portal.



Map View

In the map view, all individual task lists are marked with different colors representing their status of progress. The map can be zoomed in and out and dragged to move along and properly select the desired element to visualize. 



At the bottom of the screen there is a GPS button, that allows the user to activate the GPS location while on site.

The user can access task details by tapping on the markers/shapes.



List View

The list view gathers every single individual task list by Number, Task Name and Status.




The user can also access task details by tapping on them individually.

Filter settings

At the top of both screen views there is a setting bottom that allows the user to filter by either Status or Task type. The user can customize the filter by tapping on the different bottom colours.






Once, the filter is selected the user can press Apply to get back to the Map or List view, where individual tasks will show up with the new filter configuration.

Task Details

Individual tasks details can be accessed either from the map or the list view by tapping on them as previously mentioned.

On one hand, each individual task list contains several information details to properly address the PV plant element, as pictures, location, category/subcategory, title, type and ID of the task,  and a Task History, where every step or modification is recorded by user name and date. These information details are called fixed units as they can't be modified or erased by the user.



On the other hand, individual tasks contains sections that allow the user to make changes to the task. These sections are called interaction units and there are four of them:
  1. Status
  2. Serial Number
  3. Add Comments
  4. Upload Picture

Status

Updating status from default To Do to any of the following selection list.
  1. In progress
  2. Resolved
  3. Failed
  4. On hold
  5. Tracking


Serial Number

The serial number of the component can be scanned and registered.


Add Comment

The user can add as many comments as they need and those ones will be stored and accessible in the Task History.



Upload Image

Same as comments, pictures can also be added, either from the camera or the gallery, and will be stored and accessible in the Task History.




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