Mobile Assessments User Manual

This guide was written by Onboarding and Training Director, Zach Carlson.

Mobile Assessments is a module within Katapult Pro that gives users the ability to configure custom field tools for technicians to leverage great data from the field. These guided workflows are ideal for prompting data entry and photo collection, outlining new scopes of work, and training new field technicians.

If your company is subscribed to the Mobile Assessment module, an option for “Assessment” will be available in the Mapping Button Section of the Model Editor.

Creating Assessments

To create a Mobile Assessment workflow, add the new button under Mapping Buttons. Name your button, then click “Create.” Once the button is created, the window to edit the button will open.

First, you can add a description of what the button does. You can click on the pencil symbol to select the button icon, and the paint can icon to adjust the color.

For the type of button, choose the “Assessment” option. Doing this will enable you to add Assessment Steps and Stamped Attributes.

Assessment Steps

Assessment Steps refer to the types of data collected by your field form. Currently, you have the option to add a Photo, Attribute, Location, or Photo Group. To add a step, click the “+” icon to the far right. This will create a dropdown to “Add a new assessment step.”

Photo - Prompts the user to take a photo during the assessment

Attribute - Prompts the user to edit, confirm, or add an attribute

Set Location - Prompts the user to confirm the location of a node, move it to a new location, or set its location using an external GPS.

Photo Group - Prompts the user to take various photos in any order

Once you select a step, it will be added to the window.

• The number in the top left is the order of the step

• The six dot icon is a re-order handle that you can grab to change the order of your assessment once multiple steps are added

• The trashcan icon will allow you to delete a step

• The dropdown arrow to the right of the trashcan icon will allow you to open or collapse step details

You can also set your own step titles by editing the “Step Title” name. This change will be reflected at the top of the step—when the details are collapsed you are able to still see the step name and type.

Under the step title, you can also add prompt text for your field personnel so that they know exactly what to do during the step.

Photos

If the step is a Photo, Attribute, or Photo Group, there will also be an option to Add an Image to display a reference photo as an example for your field worker.

To add the photo, click on the “Add an Image” button and find the example photo from your computer to add for reference.

For Photos, you can also pre-classify them to save some time during back-office processing. By clicking the Photo Classification dropdown, you will be able to see the list of your current photo classifications and select the appropriate one based on the photo being captured during this step.

Under the classification, there are two checkboxes. One for Required and one for Show Compass.

• "Required" should be selected if the photo is required for the workflow. It will prevent field technicians from moving to the next step until the photo is captured.

• Show Compass will display a compass in the panel during the assessment.

If the assessment step is a Photo Group, you have the ability to add multiple photos during the step.

Set the title of the photo, add a prompt text, set the photo classification using the drop down, and indicate whether or not the photo is required. Once you have the information entered as desired, hit the “+” icon to add that photo.

This will add the Photo to a list of photos needed during this step. Repeat the process to add more photos.

Attributes

If your assessment step is an attribute, you will have the option to select what attribute to add via the dropdown.

Once you pick the attribute to add, the step title’s name will change to match the attribute. You can change the Title name, and the attribute will stay in parenthesis after the step name to show what the field technician is verifying during that step.

If your attribute is a picklist, dropdown, or table you will have the option to choose what happens when a particular option is chosen.

There will also be an option to allow for multiple selections of the attribute, and, if selected, there will be an option to have duplicate selections.

At the bottom there will also be an option to edit picklist calls. This allows you to set other attributes to the node being assessed if a certain value is selected from the attribute picklist. Use the “Picklist option” dropdown to see the picklist items and use the “Call Attribute” dropdown to set what attribute would be added based on the item selected. Once that is set, use the new dropdown that appears to set the value of the call attribute.

When all areas are filled in, hit the “+” icon to add the call attribute. You can add as many of these Picklist Call attributes as you need.

As you add more steps to the assessment, the “After this step” or “Continue to next prompt” dropdown allows you to set what the next step will be. Once you have your final step, set the dropdown to “ End the Assessment.”

Stamped Attributes

Stamped attributes are attributes that are added to a location at either the initiation or completion of specific events.

Here, we can add an attribute at the creation of a new node, selecting an existing node, or when an assessment is completed.

Once the trigger is selected, the “Attribute to stamp” can be chosen. This will allow you to set the correct picklist and have the option to overwrite current values if the attribute exists on the node already. When all the fields are filled in, click the “+” button to add the stamped attribute. Like with call attributes, you can have as many different stamped attributes as you need.

Once the Mobile Assessment button is configured, go the top right of the window and hit “Save.”

After you save the button, don’t forget to go in your Mapping Toolsets and add the button to an existing toolset. Typically, you will add the button to the Field tools to make it easily accessible your field technicians.

Mobile

Once the Mobile Assessment button is created and added to a toolset, it is ready to be used in mobile. You'll most likely be testing this first in the Model Editor Sandbox, so we've attached the desktop view of the mobile interface below.

First, click on the dropper to locate your assessment tool.

You can now hover or create a node to assess. Selecting or creating a node in assessment will open up the Mobile Assessment window, which is the form to fill in the data of the assessment. The assessment will walk your field worker through the steps of the assessment.

In the top right corner is the fast forward button, which allows fielders to quickly go through the questions without having to click "next" after they make their selection.

They can also see all steps at once by clicking the arrows at the top right corner. If the field worker chooses to have the fast forward off and uses the single data entry window, he or she can use the “Back” or “Next” arrows to navigate the assessment.

When presented with attribute data, they can easily enter the data then hit next. When a Photo step occurs, the worker should take the photo using the camera, then click on the camera icon to select that the photo has been taken. Clicking the camera icon will drop a time bucket onto the node.

If the step is a Photo Group, the field worker will see the camera icon above each photo needed. Shots with the red asterisks will be required, and the worker won’t be able to hit "Next" until that shot is marked as complete.

When the required photos have been taken, the “Next” button will be available to move on to the next step

Once the Assessment is complete, the window will display “Assessment Completed” and the option to “Close Mobile Assessment” will appear.

Thanks for reading! Stay tuned for an upcoming Mobile Assessments webinar. Questions? Contact us at support@katapultengineering.com.