When you log into AroFlo Field, you will see either the:
|Main Menu||Schedule View||Task List|
Which view you see is determined by your Feature Access Settings. Please contact your Site Administrator if you want to change your default landing page.
Access the Task List
To access your Task List, go to the main menu and tap Tasks.
If you see the Schedule view, tap the Task List button at the bottom of the screen:
To view open tasks by client, navigate to the client list or a client card. See Clients.
From here, open tasks that are accessible to you will populate. Tap on a task to open it.
Tasks due today
If a task is due today, it will be highlighted in yellow. See images above.
If you want to see an overview of a task without going into each one, one by one, tap the(eye icon) to the right of the listing. Tap View Task to open it, or tap away to close the overview.
The (Filter By) icon provides several options for viewing tasks.
Please note some options require certain permissions (available to pre-built Supervisor or Management groups) and/or Site Administration settings for your company or business unit.
List of options
When using any of the two Nearest options, results will display from nearest task to furthest. Tap the info to open the corresponding task, the (eye icon) to view an overview (see above), or tap the (blue location pin) to navigate there using your device's maps application.
Search for tasks
Use the search feature to search for tasks based on the following criteria:
Compliance Items and Templates
Scroll to the bottom of your task list to access the following options:
Daily Compliance Templates
This option ties into the Safety Plan feature. It is a curated list of daily forms that have been assigned to a user that they may need to complete. Tap on the form name in that menu to complete them as usual.
Any compliance forms that you've opened but haven't completed (either from a Task, Asset or via the Compliance Forms menu) are displayed at the bottom of your task list as a reminder that these forms need to be completed and closed.