Managing Devices

Managing Devices

Overview

A device is a physical device on the Android, Apple or Web App platform where you can use the Mobile Forms application. Each device with the Mobile Forms app installed requires a license. Once a device has been set up in the system, a license has been used and is no longer available. For example, if a device is lost or stolen, that device can be removed in the Portal and its associated license will become available to be used by a new device. Field2Base billing is based on number and type of licenses so adding or removing devices will not affect your next monthly invoice.

Mobile Forms Administrators can view and manage the devices for their Company by navigating to Admin > Devices in the Field2Base Portal. There are two options (from the App Store or Enterprise builds) for installing the Mobile Forms app on your devices. The options available on your devices page will vary based on which option your Company uses. 

Licenses

The Licenses section displays how many licenses your Company has purchased, how many licenses are being used and how many licenses are available for use. You will not be able to add devices if you do not have any available licenses. Please read the article on Managing Licenses for details on how to add licenses.


Mobile Forms App or Play Store

If your Users are installing the Mobile Forms app through the App or Play Store, their devices will automatically get added and assigned to them. You will be able to view the devices and Users who have installed the app including details for each device.


The following actions are available for devices with the App or Play Store Mobile Forms app installed.

Remove Devices

Note: Removing a device will also delete all of the data from the Mobile Forms app on the device if it is still sync'ing with the Field2Base system.
This action is used to remove existing devices from your company. For example, if an employee was terminated and their device was not returned and there was no plan to get a replacement device.

1. Check next to the device(s) you wish to remove.

2. Click on the Remove Devices (A) button.

3. Confirm that you want to remove the device(s) by clicking on the Submit button or click on Cancel if you change your mind.

Edit a Device

This action is used to change the hardware information (i.e. Manufacturer, Model) and customer-specific tracking information (i.e. Asset Tag) about the device. For example, when a device was originally created, the device’s model was set to a Galaxy Tab, but the device was actually a Galaxy Tab 4 10.1 and you want to update the details.

1. Check on the device you wish to edit. You can only edit the details for one device at a time.

2. Click on the Edit Device (B) button.

3. Update the desired device information.

4. Click on the Submit button.

Change Assigned User

This action is used to change the currently assigned User for a device to another User. For example, Jim was the primary user on a device but he has taken a new role. The device was given to his successor, Mary. Using the Change Assigned User option, Mary can be assigned as the new primary User.

1. Check the device(s) you wish to reassign.

2. Click on the Change Assigned User (C) button.

3. Select the User that you want to assign the device(s) to.

4. Click on the Submit button.

Mobile Forms Enterprise Build (Legacy Provisioning)

Companies with the Enterprise Mobile Forms Product Suite must download and install the Mobile Forms app from the Downloads section of the Portal instead of installing directly from the App or Play Store. They will also need to manually install any Mobile Forms version updates. 


The following actions are available for devices with the Enterprise Build of the Mobile Forms app.

Add Devices

This action is only available if there are licenses available. 

1. Click on the Add Devices (A) button.

2. Fill out the device information fields for the device(s) you wish to add.


3. Select a User for each device.
Note: By assigning a primary User for a Device, this User will not have to log in each time they access the Mobile Forms app on the Device. Setting a specific User is intended for Devices that will be used by a single User. If the Device will have multiple Users logging in, then the Unassigned option should be selected as the User assignment.

4. Click the Submit button at the bottom of the page.

Remove Devices

Note: Removing a device will also delete all of the data from the Mobile Forms app on the device if it is still sync'ing with the Field2Base system.
This action is used to remove existing devices from your Company. For example, if an employee was terminated and their device was not returned and there was no plan to get a replacement device, then the Remove Device option should be used.

1. Check on the device(s) you wish to remove.

2. Click on the Remove Devices (B) button.

3. Confirm that you want to remove the device(s) by clicking on the Submit button or click on Cancel if you change your mind.

Edit a Device

This action is used to change the hardware information (i.e. Manufacturer, Model) and customer-specific tracking information (i.e. Asset Tag) about the device. For example, when a device was originally created, the device’s model was set to a Galaxy Tab, but the device was actually a Galaxy Tab 4 10.1 and you want to update the details.

1. Check on the device you wish to edit. You can only edit the details for one device at a time.

2. Click on the Edit Device (C) button.

3. Update the desired device information.

4. Click on the Submit button.

Transfer a License to a New Device

This action is used to transfer a license from an existing device to a new device in one transaction. It basically combines the Remove Device and the Add Device actions. For example, a device was broken while in the field and a new device was purchased so the license can be transferred to the new device.

1. Check on the device you wish to transfer a license from. You can only transfer a license from one device at a time.

2. Click on the Transfer Device (D) button.

3. Enter the information for the new device.

4. Click on the Submit button.

Change Assigned User

This action is used to change the currently assigned User for a device to another User (or set it to be Unassigned). For example, Jim was the primary user on a device but he has taken a new role. The device was given to his successor, Mary. Using the Change Assigned User option, Mary can be assigned as the new primary User.

1. Check the device(s) you wish to reassign.

2. Click on the Change Assigned User (E) button.

3. Select the User that you want to assign the device(s) to.

4. Click on the Submit button.

Reset Device

This action is used to reset an existing device’s server-side history to allow the device to be re-activated in cases when a User has to reinstall the Mobile Forms app. For example, a device has to be factory reset, and doing so wipes out the existing install of the Mobile Forms app. In order to go through the activation process again, the device needs to have its history reset with the Reset Device option.

1. Check the device(s) you wish to reset.

2. Click on the Reset Devices button.

3. Confirm that you want to reset the Device(s) by clicking on the Submit button or click on Cancel if you change your mind.

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