Overview

ASAP’s companion app, Runabout, allows field workers to capture various signatures while completing an appointment.

These signatures are then associated with the appointment and can be viewed, mapped onto forms or utilised to determine a job’s state or completeness.

There are two distinct types of signatures within ASAP, default and additional signatures.

Regardless of the type, Runabout can be configured to capture each type of signature through a work type’s Runabout configuration.

Default signatures associate the captured signature with a pre-defined entity such as a customer or field worker. To ensure consistent behaviour these types allow minimal configuration options.

These types include:

  • Customer Quote / Invoice signatures
  • Field worker sign-off signatures
  • Customer sign-off signatures

Additional signatures, however, are completely user defined and provide the ability to associate a signature with custom information during the work sign-off process.


Signature Types

Signature types are simply a method of associating data with a signature captured during the work sign-off process in Runabout.

For example, consider an appointment that requires signatures from both an installer and electrician where the installer is a configured field worker completing the appointment through Runabout.

In this circumstance, the installer signature would fall under a default signature while the electrician could be configured as an additional signature. The electricians details could then be captured by associating a field worker account with the additional signature or adding custom signature fields to capture relevant information.

Adding a Signature Type

  1. Navigate to the Signature Type Management screen through Advanced Configuration [L-Z]Signature Types

  2. Fill the configuration options
  3. Select Add Signature Type

Updating a Signature Type

  1. Navigate to the Signature Type Management screen through Advanced Configuration [L-Z]Signature Types

  2. Select the Signature Type
  3. Update the configuration options
  4. Select Update Signature Type

Signature Type Configuration Options

Configuration Description
Signature Type ID A system generated identifier
Signature Type Name A description of the signature type
Mandatory If checked, this type of signature must be captured before an appointment can reach the ‘Complete’ status
Valid for Work Types Restrict the signature type to the selected work types
Show Signature Fields Display selected signature fields
Show Field Worker List Display a list of fieldworkers to associate the signature with
Filter Field Worker by Ability (Only displays when ‘Show Field Worker List’ is selected) Restricts the field worker list to those who posses one of the selected abilities

Signature Fields

Signature field provide a method for associating extra details with a signature. This can be useful if the appointment requires information not stored in a field worker profile or if the signatory is not registered in the ASAP system.

Adding a Modifier

  1. Navigate to the Signature Field Management screen through Advanced Configuration [L-Z]Signature Field

  2. Fill the configuration options
  3. Select Add Signature Field

Updating a Modifier

  1. Navigate to the Signature Field Management screen through Advanced Configuration [L-Z]Signature Field

  2. Select the Calculation Modifier Group
  3. Update the configuration options
  4. Select Update Signature Field

Signature Field Configuration Options

Configuration Description
Signature Field Id A system generated identifier
Field Label A title for the signature field
Field Description A description of the signature field
Mandatory If selected, the field must be filled for each signature type including the field
Show on Signature Types Signature types that will include the type (Will reflect changes made in the ‘Show Signature Fields’ field on Signature Field configurations)
Disable When selected, the field will not appear on any signature types
Include for Field Worker When selected, the field will be included when capturing field worker signatures (i.e. additional signature with a field worker selected)
Include for Non Field Worker When selected, the field will be included when capturing non-field worker signatures