Mobile Logging
Overview
The Logging dashboard is the mobile-first home for people who capture records out on the floor, such as operators, technicians, and inspectors. It is built for a phone or tablet: a single column of large, tappable cards so you can record what you need with the fewest taps and without hunting through menus.
From here you can see the tasks waiting for you, open a log book and fill in an entry, review the entries you have submitted, and raise a flag when something looks off. Only log books that are ready to accept entries appear, so anything you tap is something you can actually fill in.
Key concepts
The dashboard has three main cards, plus the list of log books you can fill.
| Card / area | What it does |
|---|---|
| My Tasks | Opens your task inbox of scheduled inspections and flagged entries assigned to you. A number badge shows how many are still open. |
| Logs | Shows the entries you have already submitted, so you can look one up. |
| Log a record | A list of the log books you are allowed to fill. Tap one to open its entry form. |
Each log book is one of two kinds, shown beneath its title:
| Kind | What it means |
|---|---|
| Operational Log | A routine log entry. A signature is only needed if the log book is set up to require one. |
| Controlled Record | A regulated record. It always requires an electronic signature when you submit, and is preserved exactly as submitted. |
When you raise a flag, you choose a severity:
| Severity | Use it for |
|---|---|
| Info | A minor note for the supervisor. |
| Warn | Something that needs attention (the default). |
| Critical | An issue that escalates immediately and sends an alert. |
Only log books that are active and approved appear in the "Log a record" list. If a log book you expect is missing, it may not be approved yet, or you may not be assigned to it. Ask an admin to add you to the relevant assignment plan.
How to fill and submit an entry
- Open the Logging dashboard. Under Log a record, find the log book you need. Each row shows the title, its code, and whether it is an Operational Log or a Controlled Record.
- Tap the log book. Its entry form opens full-screen.
- Fill in the fields. If the log book is a Controlled Record (or an Operational Log set to require a signature), a banner at the top reminds you that the record is regulated and that a signature is required.
- When everything is complete, tap Save Record. If a signature is required, the button reads Sign & Submit and you will be prompted to confirm your identity (by password or your linked sign-in) before the entry is saved.
- You will see a brief "Log saved" confirmation and the app brings you straight back to the dashboard so you can grab the next log book.
If you reached the entry form from a scheduled task, submitting it also completes that task for you. After saving, you land back in your task inbox instead of the dashboard.
How to flag an entry for review
If something about an entry looks wrong, you can flag it for your supervisor at the moment you submit it.
- While filling in the entry form, scroll to the bottom and tick Flag this entry for supervisor review.
- Choose a Severity: Info, Warn, or Critical.
- In the notes box, describe what is off about the entry. Notes are required when the flag is turned on, so the submit button stays disabled until you add them.
- Optionally, attach photo evidence to help your supervisor act faster.
- Submit the entry as usual. The flag is raised against the entry once it is saved.
The entry is saved first, then the flag is raised. In the rare case the flag cannot be raised, the app tells you the entry was saved but the flag failed, so you can re-raise it from the entry's detail view. Your record is never lost.
A supervisor can later resolve the flag, adding their own resolution notes. Both the raise and the resolution are kept in the entry's flag history.
How to review what you have submitted
- On the dashboard, tap the Logs card.
- Browse or search the entries you have submitted to open and review any one of them.
From an entry's detail view you can also raise a new flag after the fact, and see its full flag history and status (for example Submitted, Locked, Approved, Rejected, or Voided).