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The mobile app can show you where every asset is and record where you found it. This chapter covers the map screen, setting an asset’s position, and the location captured automatically when you photograph a new asset. Everything here reads from the same locations and floor plans set up on the web. See Locations and mapping for creating sites, drawing footprints, and georeferencing floor plans. The phone does not do that setup work. It shows the result and adds positions to it.

The map screen

Tap Map on the dashboard. The map opens framed on your sites. Each site marker shows its name and how many of its assets have been placed, written as “12/40 placed”. That count covers everything beneath the site, not just assets attached to it directly. Tap a site to see the facilities inside it. Tap a facility to go inside and see its assets.

Moving between floors

A facility with levels shows a floor rail down the right side. The highest storey sits at the top and basements at the bottom, the way a lift panel reads.
  • Tap a floor to see only the assets on it. The floor plan appears behind the pins if that level has one.
  • A small dot under a floor label means that floor has no plan uploaded yet. Its pins still show.
  • Out is the last option on the rail. It shows assets in the facility you have open that are not on any of its floors — plant on the roof, for example. Assets in a neighbouring yard or car park belong to that yard, so go back a level to see them.

Finding an asset

The search box at the top filters the pins currently on screen by name, asset tag, or category. Tap a pin to see what is there. If several assets sit on the same spot, which is normal for a rack or a shelf, the panel lists all of them so you can pick the right one. Tap any row to open that asset.

Finding what is near you

Tap the target button in the bottom right. The app asks for your location the first time, then centres the map on you and lists placed assets within 250 metres, nearest first. Each result shows its distance and category. The panel also shows how accurate your location fix was, so a rough indoor reading is never mistaken for a precise one.

Seeing where one asset is

Open any asset and look below its details. A placed asset shows a small map with its pin, over its floor plan if it has one. The caption tells you two things: where the asset is, such as “Warehouse 3 · L1”, and how the position was captured, such as “Placed by hand” or “From a phone’s GPS (±8 m)”. A hand-placed pin and a rough phone reading are worth different amounts of trust, so the app always says which one you are looking at. Tap the map to open the full map screen at that asset. An asset with no position shows Set position on the map instead, which opens the editor.

Setting an asset’s position

Edit an asset and find Position on the map in the Where section. Tap it to open the map.
  • Tap anywhere on the map to place the pin. Tap again to move it.
  • Tap the target button to drop the pin at your current location.
  • Use the floor rail to say which storey the asset is on.
The line above the button tells you what is at that spot as you move the pin, for example “This spot is in Warehouse 3”. Tap Use this position to keep it, then save the asset as usual. To remove a position, open the same row and tap Remove this position. The Position row only appears for categories that take part in the Location module. See Categories and fields for changing which modules a category uses.

When the pin and the location field disagree

If you place a pin outside the location the asset is recorded in, the app tells you before anything changes:
This spot is in Warehouse 3. The asset is recorded as being in Site Office. Saving this will move it.
Choose Move to Warehouse 3 to accept, or Cancel to leave the pin where it was. Nothing moves without you agreeing to it. If the asset has no location recorded yet, the app fills it in from the pin without asking.

When the asset already has a more precise pin

If someone has placed an asset by hand on a floor plan and you tap the target button, the app checks whether your reading is rougher than what is already stored. If it is, you get a choice:
This asset already has a more precise pin, placed by hand. Your location is accurate to about ±40 m.
Choose Replace it anyway if you are standing next to the asset and know better, or Keep the existing pin. A rough reading never quietly overwrites careful floor plan work.

Position captured with a photo

When you add an asset by photographing it, the app records where you were standing at the moment you took the photo. By the time the form opens, the asset usually already has a pin and its location filled in. Photograph a forklift inside Warehouse 3 and the form says Warehouse 3 before you type anything. A few rules govern this:
  • The position is always captured, whatever its accuracy, and the accuracy is stored with it. You can refine it in the placement sheet at any time.
  • An automatic reading fills an empty Location field. It never overwrites a location you or the AI already chose. Change it yourself in the placement sheet if it is wrong.
  • Every line item on a scanned invoice gets the same position, since they were all photographed in one place.
The app asks for location permission the first time you take a photo. If you decline, everything else keeps working and it does not ask again on its own. Turn it back on in your device settings.

Working offline

Placement works without a connection, which matters most in the basements and plant rooms where signal is worst. The street map itself is downloaded as you use it, so an area you have never visited may show as blank until you are back online.
  • Floor plans are stored on the device the first time you open a floor, so they are there next time whether or not you have signal.
  • Pins you have already loaded stay visible.
  • A position captured on a new asset is queued with the asset and sent when you reconnect. Offline the app cannot check which location the pin falls in, so it says so rather than guessing, and the check happens when the position is sent.
Editing an existing asset still needs a connection, including changing its position. New assets are the ones that queue.

Permissions

  • Viewing the map needs permission to view locations. Without it, the Map screen says so rather than showing an empty map.
  • Setting a position needs permission to edit assets, the same permission the rest of the edit form needs.
See Roles and permissions for changing what a role can do.