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Functional Overview

How to interact with Maptaskr in Offline Mode

Beyond the baseline functionality provided by the Microsoft app, users can create, display, and interact with business records straight from a map even when offline. New records automatically are tagged with geospatial coordinates, leveraging native GPS capabilities of the user’s device (so long as the user’s device has a valid location/GPS signal). Below is a list of the Maptaskr capabilities available to user in offline mode.

For all the features shown in this section please ensure pre-requisites in section Pre-requisites have been met and a general offline capabilities are understood.

Viewing a Record

  1. Navigate to Accounts.

    Figure 5: Navigate to Accounts.

  2. Navigate to record that is available offline on the device.

    Figure 6: Select Record.

  3. Click on the Maptaskr tab to view the map for that record.

    Figure 7: View Record.

    note

    An offline configured file layer will be displayed according to the user’s mobile offline profile settings.

The map will show different items based on its content:

  1. Record location ‘dots’ will be shown on the map (if record has a saved location).

  2. Related record ‘dots’ will be shown on the map (if configured).

  3. Any map polygons or other shapes that have been saved to the map.

    Figure 8: Record details displaying on maps - Pins and Polygons.

Creating a new record in Offline Mode

  1. Navigate to Accounts

    Figure 9: Navigation panel.

  2. Click on the plus sign to create a new record.

    Figure 10: New record.

  3. Enter the required fields and click save.

    Figure 11: Enter details and save.

Setting a record location

  1. Tap and hold on the location in the map to update the location of the record, a context menu will appear.

    Figure 12: Context menu.

  2. Select Set Location and the map will drop a pin, then click Save to save the location fo the record.

    Figure 13: Dropping a location pin and saving the location.

Bookmarks

Bookmarks are a very easy way to save a particular location on a map for future re-visit. In particular, handy if the user frequently searches within an area.

Bookmarks are personal and cannot be viewed by any other user. When a bookmark is created, it saves the extent of the area and zoom level.

  1. To bookmark a location, click on the icon in the ribbon highlighted below.

  2. Fill in the text box name of the location.

  3. Click the save button to save the bookmark.

  4. A message alert will pop-up if the location was saved.

    Figure 14: Creating a bookmark.

    Figure 15: Saving a bookmark.

  5. Click Search to navigate to a saved bookmark.

    Figure 16: Saved bookmark.

  6. Users can also edit/delete the saved bookmark. Click on the three dots to access the edit and delete options.

    Figure 17: Bookmark tools.

  7. Click on a bookmarked location to jump to that location on the offline base map.

Note: You will not be able to search for a location using the address search feature whilst offline. See Features Not Available Offline for more details.

Annotating a Map (Drawing Shapes)

  1. Tap on the Pencil icon to add annotations to the map.

  2. Tap on Draw.

  3. Select from choices of point, line, polygon, circle, or text to draw on map.

  4. Tap on the Pencil icon to view the map.

  5. Draw the polygon or drop a pin and tap save.

    Figure 18: Drawing on a map.

Zoom

The two icons highlighted below control the zoom level. The + icon will zoom in and the - icon will zoom out.

Figure 19: Zoom Plus (+) and Minus (-).

Extent Controls

The three highlighted icons below control extent navigation. Extent is simply the visible area + zoom level.

Every time you pan the map or zoom in/out the extent and zoom is stored and can be navigated using the controls.

In a top-down order the controls do the following:

  • Return to default extent

  • Go back to previous extent

  • Go to next extent

Figure 20: Extent Controls.

Track Location

Clicking the highlighted button below turn on location tracking. As your device moves, the location pin on the map will refresh accordingly.

Figure 21: Track location.