This feature is currently being tested by a small group of operators and is not yet available to all Edge customers.
The Edge Mobile Walkthrough helps you manage your facility efficiently by enabling you to conduct walkthroughs and audits in the field on a mobile device. During daily or weekly walkthroughs, you can verify inventory by performing lock checks and unit condition reviews. You can also log maintenance and cleaning requests right at the unit door. This process reduces delays by eliminating the need to enter data by hand back at the office. Any data entered in the Mobile Walkthrough will be synced with Edge immediately.
Use the instructions below to access and use the mobile walkthrough on a mobile device. Please note: While the mobile walkthrough will render on desktops and tablets, the tool is designed and optimized for mobile phones.
Access the Mobile Walkthrough web app
If your organization doesn’t currently use Single Sign-On (SSO), an admin will need to enable it and assign the Mobile Walkthrough Access Profile for users before you can access Mobile Walkthrough. You will not see the Mobile Walkthrough icon as shown below until SSO is enabled.
|
There are three ways to launch the Mobile Walkthrough:
|
|
|
For the best experience, we reccomend saving the app to your phone's home screen so it functions like a native application. iOS (Apple Safari)
Android (Google Chrome)
| |
Sign into the app1. Open the app and sign in using your (SSO) credentials. |
|
|
2. If you’re associated with more than one company or facility, you can use the Company and Facility drop-down menus to select the facility you want to view. If you're only associated with one company and/or facility, you will not see those drop downs.
|
|
The Unit List page
After you log in and choose your facility, you will see the Unit List page. This page displays all available units at that facility in the walkthrough order set in Edge.
|
The unit status will be shown in the list, along with indicators such as Maintenance, Overlock needed, etc. Search You can use the search bar to search the Unit List page by unit number or tenant name. Filter Tap the Filters button to filter the page for Unit Type, Unit Status, and Unit Tasks. |
|
| You can apply multiple filters to find specific unit categories, such as those that are both occupied and in need of maintenance. |
Unit Details
| Tap on a unit from the list to view its Unit Details page. | |
|
On the Unit Details page, you can see:
|
|
Add a Task
To add a maintenance task or note to a unit:
| 1. Select a unit from the Unit List. | |
| 2. Select a task from the Task Type dropdown menu. | |
| 3. Choose a follow-up date for the task. | |
| 4. Enter a note about the task. | |
| 5. Tap Create Task to save it. |
Complete a task
| 1. Select a unit from the Unit List. | |
| 2. Tap Mark Complete in the Unit Tasks section. | |