Overview

1. On the device's Start menu, select Programs > APM Mobile Framework.
   The login screen appears.
   
   
2. In the User ID box, enter your User ID.
3. If your user account was set up with a password, enter the password in the Password box.
   Note: The characters you enter will appear as asterisks. Passwords are case-sensitive.
4. Select Log in.
   The Home screen appears.

You can access the Specify Download Settings screen only if you are logged in as a Super User or a member of the MI Operator Rounds Administrator Security Group.

1. Access Rounds on a Windows Mobile Device.
2. Select Settings.
   The Specify Download Settings screen appears.

The download query is used to return the list of Measurement Location records that are due on or by a specified date for a given Route.

1. On the Windows Mobile Device, access the Specify Download Settings screen.
   The Specify Download Settings screen appears, displaying the Download Query box, which contains the name of the query that will be used to download data from GE Digital APM to the Windows Mobile Device. The default download query is Download Master.
2. In the Download Query box, enter the path to the query that you want to use to download Route records to the Windows Mobile Device.
   • If the query is stored in the GE Digital APM Catalog folder \\Public\Meridium\Modules\Operator Rounds\Queries\Download Queries, enter the name of the query.

     For example, if the Chicago Routes query is stored in the GE Digital APM Catalog folder \\Public\Meridium\Modules\Operator Rounds\Queries\Download Queries, enter Chicago Routes.

   • If the query is stored in a subfolder of the GE Digital APM Catalog folder \\Public\Meridium\Modules\Operator Rounds\Queries\Download Queries, enter the path to the query, starting with the first subfolder name.

     For example, if the Chicago Routes query is stored in the GE Digital APM Catalog folder \\Public\Meridium\Modules\Operator Rounds\Queries\Download Queries\Sites\Chicago, enter Sites\Chicago\Chicago Routes.

3. Select Save.
   The setting is saved, and the Home screen appears.

The first time that you use Rounds on the Handheld Windows Mobile Device, you will need to retrieve the query parameters for the Download query from GE Digital. When you do so, the parameter values that are configured for the Download query prompts will be selected in lists that correspond with these prompts. You will need to use these parameters to download Routes.

1. Access Rounds on a Windows Mobile Device.
2. Select Sync Data.
3. Select Sync.
   The Synchronizer screen appears, displaying the progress of the download process. After the Routes are downloaded to the Windows Mobile Device, the screen refreshes and displays a message indicating that the sync process is finished.
4. Select Close.
   Fields appear that correspond with the query prompts for the Download query. At this point, you can download Routes to the Windows Mobile Device.

The following instructions provide details on deleting all the readings and recommendations that are currently stored on the Windows Mobile Device. These instructions assume that readings or recommendations are currently stored on the Windows Mobile Device.

1. Access the Specify Download Settings screen.
2. Select Delete All Data.
   A confirmation message appears, asking if you really want to delete all the readings and recommendations from the Windows Mobile Device.
3. Select Yes.
   All the readings and recommendations are deleted, and a confirmation message appears, indicating that the data has been deleted.
4. Select OK.
   The confirmation message closes, and the Specify Download Settings screen appears, where the Delete All Data button is disabled.

In some cases, you will want to require the Windows Mobile Device user to be standing in front of the piece of equipment or location when the reading is taken. In these cases, you can lock the checkpoint until the Windows Mobile Device user scans the barcode or RFID tag that is assigned to the corresponding Measurement Location record. When a checkpoint is locked, a user will be unable to enter any reading values for the checkpoint until after the associated barcode or RFID tag is scanned. The following instructions provide details for specifying a checkpoint as locked via the Measurement Location datasheet. Additionally, a checkpoint will be specified as locked if the Measurement Location record was created from a Measurement Location Template record whose Scan to Unlock? field is set to True.

1. Access the Route that contains the Measurement Location record representing the checkpoint that you want to specify as locked on the Windows Mobile Device.
2. In the left pane, select the Measurement Location node representing the checkpoint that you want to specify as locked on the Windows Mobile Device.
   The Measurement Location record appears in the workspace.
3. On the datasheet, select the Scan to Unlock? check box.
4. On the datasheet toolbar, select .
   The record is saved.

Before you can enter reading values for checkpoints on a Windows Mobile Device, you must download Routes to the Windows Mobile Device. When you do so, you are downloading the Measurement Location records that correspond to the checkpoints along that Route.

1. Access Rounds on a Windows Mobile Device.
2. Select Sync Data.
   The Sync Data screen appears.

   Note: If you previously downloaded Routes to the Windows Mobile Device, lists that correspond with any non-date prompts will retain your previous selection.
3. In the Route list, select the Route(s) that you want to download.
   As you select the Route, text will be displayed in the Route drop-down that corresponds with the number of Route records that are selected.
4. When you have made your selections, select in the Route list.
   The Route list collapses.
5. In the Readings Due By box, select the date that you want to use to filter the Measurement Location records that will be downloaded to the Windows Mobile Device. The current date is selected by default. You can use the and buttons to navigate to the previous or next month, respectively.
   After you select a date, the Calendar closes automatically, and the date appears in the Readings Due By box.

   Note:

   • The Measurement Location records that will be downloaded to the Windows Mobile Device are those whose readings are due before midnight on the date you specify in the Readings Due By box. The date on which a reading becomes due is determined by the value that is stored in the Next Date field in the record that corresponds with the type of schedule that is defined for the Measurement Location.
   • If a Measurement Location is associated with a checkpoint schedule and a Route Schedule, the Measurement Location will be downloaded to the Windows Mobile Device only if both schedules indicate that it is due.
   • If the Next Date fields in the associated Route and Checkpoint Task records are empty, the corresponding Measurement Location record will not be downloaded to the Windows Mobile Device.
6. Select Sync.
   The Synchronizer screen appears, indicating the progress of the download process. After the Routes are downloaded to the Windows Mobile Device, the screen refreshes and displays a message indicating that the Sync is complete.

   Note: A route record must be linked to at least one Measurement Location record to be downloaded to the Windows Mobile Device.
7. Select Close.
   The fields that correspond to the Download query prompts appear again. At this point you can access the Home screen to begin working with the checkpoints in the Routes.

1. On the Home screen, select View Routes.
   The Routes screen appears, displaying all Route records that were last downloaded. The Route records are displayed in ascending alphanumeric order. The Done? column displays check boxes, which are selected automatically when the status of the associated Route is Finished.

   Note: The Route column displays the Route ID for each Route record that meets the criteria you defined when you downloaded the Route records from GE Digital APM.
2. Select the Show only incomplete check box to view the Routes with an In Progress status.
3. To view and modify the status of a Route, select the Route, and then select Edit.

1. On any screen where the option is available, select Options.
2. Select Grid.
   The Readings - Grid screen appears, displaying the list of checkpoints that are part of the current Route.

   Note: The Value column displays the reading value for each checkpoint, if one has been entered.

1. Access Rounds on a Windows Mobile Device.
2. On the Home screen, select View Routes.
   The Routes screen appears, displaying the Route records that were last downloaded.
3. On the Routes screen, select the Route whose status you want to change, and then select Edit.
   The Route ID screen appears, where Route ID is the value in the Route ID field in the corresponding Route record.
4. In the Status list, select the desired status.
5. In the Comments box, enter comments about the Route.
   Note: If you changed the status from In Progress to Finished, this field is required.
6. Select Save.
   The Routes screen is highlighted. The check box in the Done? column is selected or cleared based on the updated Route status.

On the Windows Mobile Device, if you enter a reading value that has been configured in the GE Digital APM application to trigger an alert, when you try to navigate away from that checkpoint on the Windows Mobile Device, the Readings - Alert screen will appear, where you can enter comments, record any action you took as a result of the reading, or change the reading value.

1. On the Windows Mobile Device, access the Readings - Alert screen.
2. If you enter a reading value that has been configured in the GE Digital APM Framework application to trigger an alert, when you try to navigate away from that checkpoint on the Windows Mobile Device, the Readings - Alert screen will appear.
3. When you see the Readings - Alert screen on the Windows Mobile Device, you can:
   • Modify the reading value by selecting or entering a different value in the Value list.
   • Enter or modify the text in the Desc box. If you entered text in the Description field on the Readings - Detail screen, the Description field on the Readings - Alert screen will contain that text.
   • Specify any action that you took by selecting a value in the Action list. You cannot enter a value that does not already exist in the list.
   • Create a recommendation.
   • Select the Next button to confirm the value and view the next checkpoint that is associated with the Route.
   Note: If you changed the original reading value to another value before selecting Next, the Readings - Alert screen will continue to be displayed after you select Next. You can select Next again to determine if the updated value also triggers an alert. If it does not trigger an alert, the next checkpoint will be displayed. If the updated value also triggers an alert, the Readings - Alert screen will continue to be displayed and you must select the Nextbutton again to navigate to the next checkpoint that is associated with the Route.

1. On the Home screen, select View Routes.
   The Routes screen appears, displaying the Route records that were last downloaded.
2. Select the row containing the Route that is associated with the checkpoint for which you want to enter readings.
3. Select Detail View.
   The Readings - Detail screen appears, displaying the first checkpoint associated with the Route. The order in which the checkpoints appear corresponds to the sequence value of the associated Measurement Location records in the GE Digital APM Framework application. A checkpoint that is associated with a Measurement Location record with a sequence value of 1 will appear before a checkpoint that is associated with a Measurement Location record with a sequence value of 2.
4. In the Value box, perform one of the following actions:

   List Status	Action
   If a list is displayed	Select a reading value from the list.
   If a list is not displayed	Enter the necessary value.

5. In the Action list, select the action that you want to associate with the reading, and then create a recommendation base don the reading value or the condition of the piece of equipment or location being inspected.
6. Select Next.
   The reading value is saved, and the next checkpoint on the Route appears.

   Note:

   • If the reading value you entered triggered an alert, the Readings - Alert screen appears instead of the next checkpoint.
   • If the reading value you enter triggers a conditional checkpoint to appear, the total number of checkpoints on the Route increases, and the additional checkpoint(s) appears on the Readings - Grid screen.
7. Continue recording readings in this way for all the checkpoints on the Route.
8. After you have entered a reading value for all checkpoints on the Route, when you select Next, a message appears, indicating that the Route is complete and asks if you want to view the Routes list.
9. At this point, you can select one of the following options:

   Choice	Result
   Select No	Remain on the current checkpoint.
   Select Yes	The Routes screen appears, and the Done check box is selected in the row containing the Route that you completed.

1. Access the Route that contains a checkpoint whose reading value you want to delete.
2. Select Detail View.
3. Select Next, and then navigate to the checkpoint whose reading value you want to delete.
4. When the checkpoint that you want to delete appears, select Options.
5. Select Delete.
6. Select Yes.
   The Reading value is deleted, and a blank Reading - Detail form displays the checkpoint.

1. Access Rounds on a Windows Mobile Device.
2. On the Home screen, select Quit Application.
   The Operator Rounds application closes.