The Trackplan apps use PWA technology, which allows you to save a web application directly to the home screen of your mobile device, and use like any other app.


Learn how to save the Trackplan apps to your mobile device here




When you have successfully saved the Trackplan Manager app to your device, you are free to sign in using your resource user login information:



Learn more about setting up Manager app users here





The main home screen of the Manager app will look like this:




When you first open the app, you may have to sync to the main application. To do this, first ensure you have an internet connection, and select this icon at the bottom of the sidebar menu: 



If you do not have access to an internet connection, the app will sync once you re-connect at a later time. Syncing the Resource app to the main application will make sure all jobs and other information will be up to date.





This icon will open the sidebar menu:



From here you can see all available features and options from within the Manager app; 


Job List will take you to the jobs list. From here you can see all jobs that have been created for the relevant site.




Resource List will bring you to a list showing all available resources / contractors:




Selecting the "i" icon will display information for this resource:





Form Library will show the forms from the Form Library that are visible to the user you are logged in as:




Select Start New Form to fill out the relevant form you wish to use. A pop-up will appear asking you to confirm that you would like to start a new form:




Click OK and another pop-up will ask you to fill out the date you are filling out the form:




Now Select Create Form and you will be taken to a blank template for you to fill out. Once the form is completed, select Submit:






New Job will allow you to create a new job from within the app. You will be taken to the New Job page where you will be asked to fill out the new job form:



You are required to fill in the "Job Details" and "Site" information, you can then give more information if needed such as the location / sub-location within a site, and job type / sub-type. You can also add photos to this job, if needed to give more information about the job itself. Photos can be uploaded from the device, or taken through the camera feature in-app. When you are ready, select Submit.


You can also create a new job by selecting the "+" icon on the top bar:




When a job has been created, you can also instruct resources for these jobs from the Manager app.


Learn more about instructing a resource here


An app user can now select a form to be added to an existing  job and complete it on the fly.  Offers great flexibility for asset surveys, job inspections etc.







Related Articles:


Trackplan Apps


How Do I Get The Apps?


Manager App Users


Instructing a Resource