Getting Started

Introduction to the Texada Mobile Dashboard

Provides a conceptual overview of the Texada Mobile user interface and dashboard.

Type

Conceptual

Audience

All

Products

Texada Mobile

In This Article

Body

Use the dashboard to navigate through Texada Mobile.  The dashboard is divided into several distinct sections, each with its own functionality.

Sections of the Dashboard

TMDashboard1

  • Hamburger menu
    • Enables you to access functionality that links you to information outside of the application
    • Enables you to access the application’s Asset Management functionality
    • Enables you to log out, change your location, or clock in/out
  • Header bar
    • The availability changes depending on the menu option you are in, but typically contains sub-navigation “tabs” or functions such as the map
  • Main area
    • This is where the majority of the information in the application is displayed, and where most of your work is done 
  • Footer bar
    • Enables you to navigate between the major functions in the application, such as tickets and work orders

Dashboard Components

Use the following table to learn more about each individual menu option in the dashboard.

Dashboard component

Description


Hamburger menuFLMADashboard7

(User menu)


 

 

 

 

 

 

Change Location

If your company spans multiple locations and you have valid permissions, you can use this function to move between each location’s information

Clock In/Out

Clocks you into/out of the application

Log Out

Logs you out of the application

Asset Management

Enables you to search, view, and update asset records. You can create standalone asset inspections, and view the work order history for an asset

Dispatch

Opens Texada Web in your default web browser on your mobile device

SRM Refresh

Re-syncs the list of existing parts with the list in your associated SRM application

Help Center

Opens the Texada Knowledge Center in your default web browser on your mobile device

TicketsFLMADashboard9


 

 

 

 

 

Enables you to search, update, and complete delivery, pick up, and task tickets

All

Displays a list of delivery, pick up, and task tickets that are assigned to you 

Delivery

Displays a list of delivery tickets that are assigned to you

Pick Up

Displays a list of pick up tickets that are assigned to you

Task

Displays a list of task tickets that are assigned to you

MapFLMADashboard3

 

Enables you to view the list of tickets visually on a map

Work OrdersFLMADashboard4


 

 

 

 

Enables you to create, search, update, request assignment to, and complete work orders 

Assigned

Enables you to view a list of work orders that are assigned to you

Open

Enables you to view a list of work orders that are not yet assigned to a technician

CreateFLMADashboard2

 

Enables you to create a work order

MapFLMADashboard3-1

 

Enables you to view a list of work orders visually on a map

In-Yard ReturnsFLMADashboard8

 

 

Enables you to create, search, update, and complete in yard returns

ScheduleFLMADashboard5

 

 

Enables you to view a list of tickets and work orders that are assigned to you on a given day

NotificationsFLMADashboard6

 

 

Enables you to view and delete any automatic notifications that are available for you 

Navigating the Application

Use the options in the footer bar to switch between most of the major functions in the mobile application, such as tickets or work orders.  When you switch between functions, the information displayed in the main area is updated to reflect your selection.

TMDashboard7

The information in the main area typically takes the form of vertically scrolling lists or forms that you can use swipe gestures to move through.  You can usually tap a list item to access a page with more details.

FLMADashboard11

Certain functions, such as Work Orders contain sub menu items, such as Assigned, Open, Create, or map in the header bar.  These sub menu items function like tabs in a web browser, that enable you to switch between groups of related information, such as open work orders, without leaving the main menu function itself. 

FLMADashboard12

When you tap the hamburger menu, a popout menu opens enabling you to reach a variety of functions, including Asset Management.

 

FLMADashboard13