Jobs in the Manifest 3D Application

User Guides / Jobs / Jobs in the Manifest 3D Application

Create a new Job

From the Manifest 3D Application:

  1. Search for the Asset or scan the Asset Tag for the desired Asset and go to the Asset Detail window.
  2. From the Asset Detail window, select Templates
  3. Find the Job Template in the Template list and select to open into a new window
  4. In the upper right-hand corner of the Template window, select the priority (this enables Create Job), and then select Create Job
  5. The Job will open in a new window
  6. Select Start to begin the Job

Find a Job

To perform a Job using the 3D Application, the Job must be first located through the Asset Detail window or the Job Board.

From the Asset Detail window

  1. Search for the Asset or scan the Asset Tag for the desired Asset and go to the Asset Detail window
  2. From the Asset Detail window, select Jobs
  3. Find the desired Job in the Jobs list and select to open into a new window

From the Job Board

  1. Open the Job Board by selecting Job Board on the menu
  2. Use the radio dial button at the top of the Job Board to filter the view to see only ‘My Jobs’
  3. Find the desired Job in the Job Board and select to open into a new window.
  4. The Job Board can now be closed

Perform a Job

To perform a Job using the Manifest 3D Application, select the desired Job to open the Job checklist window.

  1. In the upper left-hand corner of the Job window, select Play to start or resume the Job (Note: This selection will only be available if you are assigned to the Job and own the next available Step)
  2. If the Asset Tag has not already been scanned or manually placed, the Operator will be prompted scan or place the Asset Tag
  3. Locate the 3D Step Marker for the Step (If the Step Marker is out of the field of view, an arrow will point to its location. Headspace Step Markers will render directly in front of the Operator and then follow their gaze.)
  4. Review the Step instructions displayed on the Step Marker and any Step Notes the Author may have associated with each Step
  5. Perform the task and when complete, select Done on the Step Marker. This will automatically advance the instructions to the next step (Note: All Steps must be completed in sequential order. Steps cannot be skipped)
  6. Once the last Step is completed, the Job window will refresh to display the final logged Job time and completion date
  7. The Job may now be located under the Job History tab in the Asset Detail window

Performing a Job – quick tips

Below are some quick tips and notes for Operators performing Jobs using the Manifest 3D Application. Additional sections of this post will dive into more detail for the relevant features.

Step NotesIf there are Step Notes associated with a Step, icons will be indicated in the 3D Step Marker or underneath the Step, in the Job checklist window (select each Note type to open and review)
Auto-Play NotesIf an Author has set the Note to ‘Auto-play’, the Note will automatically slide out and play during the Job
Head Space Step MarkersHead Space Markers are Job Steps that are not spatially anchored and will use a ‘tag-along’ UI to follow the Operator as they work (to keep a Head Space Step Marker in a fixed position, select the pin icon)
Adjusting Step Marker positionsThe position of a Step Marker can be adjusted by selecting the area with the Step number, and then holding and dragging to the desired location
Go BackOperators may go back to any previous Job Step by selecting the back arrow to review again or add Evidence Notes, but steps cannot be skipped
Job completion statsThe elapsed time can be seen in the header of the Job checklist window along with the percentage complete and a progress mete
Pause JobTo pause a Job, select Pause Job
Exit a JobClosing the Job checklist window will automatically pause the Job before exiting

Job restrictions or requirements

An Author can set up specific configurations and requirements for any Job or Job Step to enforce safety, compliance, or allow for necessary Job review and audits. Below are some of the configurations an Author may set up for a Job Template:

Required Evidence

If a Job Step is set to require Evidence Notes, this will be denoted on the Job Step and next to the respective Note type in the Evidence list. The Step may be set to require a specific Evidence Note type (photo, video, pen, etc.) or accept any note type to show evidence of the work performed. The Operator will not be able to complete the Job Step until the required Evidence Note is added for that Step.

Meter Requirements

An Author may configure a Job Step to require a specific Asset Meter to meet measurement criteria before allowing the Operator to continue to the next Job Step. This is very useful for procedures with health and safety risks. As an example, an engine may need to be fully powered down before a task can be performed safely and operators will not be able to perform the Job if the Asset Meter is not showing the engine has been powered down.

Secure Location

An Author or Admin may configure a Location as a Secure Location and restrict certain types of Evidence Notes from being captured while working on any Asset in this Location. If a Location has restricted Evidence, these will be suppressed from the list of Evidence Note options in the Job.  Within the Web Application, an Operator will be alerted if they are completing a job in a Secure Location.

Custom Evidence

An Author may configure a Custom Evidence Note type for any Template. A Custom Evidence list is a preset value list from which an Operator may select to input an Evidence Note for that Job Step. This is ideal for procedures where a standardized set of data or status definition must be recorded on some or all Job Steps. Custom Evidence lists must be associated to any applicable Template. There is no limit to the number of Custom Evidence lists that can be associated.

Step Note tools

Step Note windows have a few additional tools, including:

  • The Dock button used to undock and redock any Step Note
  • Arrow used to resize windows using the slider or by selecting the arrows pointing inward to decrease size or outward arrows to increase size
  • Rewind and Fast Forward used to move videos 10 seconds backwards or forwards when reviewing videos

Adding Job Evidence

Operators may optionally (or sometimes as a requirement) leave evidence with a Job Step indicating what was done. To leave Evidence Notes on a Step, follow these steps:

  1. From the Step Marker, select the yellow bar titled ‘Leave Evidence’
  2. A dropdown list of Evidence Note types will be displayed (any required Evidence will be denoted)
  3. Select the desired Note type and follow the instructions
  4. Once an Evidence Note has been added, a number in a yellow circle will appear next to the note type to indicate how many of each note types have been left at this Step

Note: When leaving Meter Evidence, a manual recording of a meter reading or measurement can be logged. If there is an issue with the current meter reading, a box can be checked flagging a Fault. The Flag and its associated meter reading will be added to the Meter Evidence Report in the Manifest Web Application.

Sub-Jobs (Embedded Templates)

An Author may use an Embedded Template Note to link procedures together. A Job Step with a Template Note will generate a Sub-Job that the Operator must complete before completing that Job Step. Below are a few notes about Sub-Jobs:

  • The Sub-Job will open a new Job checklist window from the parent Job and prompt the Operator to complete before returning to the originating Job Step
  • If the Sub-Job links to a different Asset, the Operator will be prompted to scan the relevant Asset to continue
  • Once the Operator has completed the Sub-Job, the Job checklist will close and navigate the Operator back to the originating Job Step in the parent job to complete
  • If there are multiple levels of nested Sub-Jobs, the Job checklist windows will continue to stack in front of each parent job
  • NOTE: Templates in Preview or Auto Preview mode will not go into Sub-jobs or Choice Notes for a Template. Preview modes will only play through the Parent Template and show that a Step which Template is associated to the Template Note. To run through the complete flow as authored, it must be performed as a Job.

Choice Options

An Author may use a Choice Note to present the Operator with multiple options to select from when working on a Job Step. Choice Note options may link to other Templates, generating a Sub-job; or simply log a specific selection before the Operator can continue and complete a Job Step. Below are a few notes about Choice Notes:

  • A Step authored with a Choice Note may display up to 5 optional paths that an Operator can select from to continue
  • Options may be authored to continue to the next Step or continue to a Sub-Job
  • If the option directs the Operator to a Sub-Job, this Job will open in a new Job checklist and must be completed before the Operator can return to the parent Job checklist and originating Step
  • Once the Operator has completed the Sub-Job, the Job checklist will close and navigate the Operator back to the parent Job checklist.  At this time, the Operator can either select Done or select another option if further paths are required
  • An Operator may select the same option for a Sub-Job as many times as necessary before marking the Step as complete
  • The Choice Note options the Operator selects will be inserted below the Step on the Job checklist (option associated with Sub-Jobs will be indicated)
  • NOTE: Templates in Preview or Auto Preview mode will not go into Sub-jobs or Choice Notes for a Template. Preview modes will only play through the Parent Template and show that a Step which Template is associated to the Template Note. To run through the complete flow as authored, it must be performed as a Job.

Job Faults

While performing a Job, an Operator can set a Fault on any Step to quickly indicate an issue. This feature is well suited for inspection procedures or any case where an Operator may need to indicate a Fault in a Template or on an Asset.

Fault icons will render at both Step and Job level, allowing viewers to quickly identify Asset or Job issues the Jobs or Job History tabs.

Mark a Fault on a Step

  • While performing a Job, Operators can set a Fault on a Step by selecting Set Fault
  • When the Fault has been set, the Fault icon will turn red indicating that the Fault has been flagged for further attention
  • If a Fault was set by accident, the Operator who set it can select it again to clear the Fault. The Fault cannot be cleared by another Operator

Resolve a Fault on a Step

  • Operators or Admins may access Job History to find and review any Jobs with Faults. To filter the Jobs History report to show only Jobs with Faults, select the Fault filter.
  • To resolve a Fault, open the Job and locate the faulted Step. Select the Fault icon to update the Fault to ‘Resolved’
  • The Step will be updated to record the Operator who resolved the Fault, and on what date and time
  • If a Fault was resolved by accident, the Operator who resolved the Fault can re-select the Fault to reopen the Fault

Review Mode

Job Review allows Manifest 3D Application users to access a completed Job and step through it in 3D mode. The application will play through all spatially positioned Steps highlighting any Evidence Notes and/or Job Faults that were logged by the Operator when completing the procedure. In Review Mode, the Steps will automatically play any Pen Notes the Operator may have logged during a Job Step.

To access a Job in Review Mode:

  1. Search for the Asset OR scan the Asset Tag for the desired Asset and go to the Asset Detail window
  2. From the Asset Detail window, select Job History
  3. Find the completed Job in the Jobs list and select to open the completed Job checklist
  4. To play a completed Job in Review Mode, select Review (or the eye icon) on any completed Job checklist
  5. The Job will render the spatially positioned Step Markers as authored in the Template, allowing the viewer to walk through the Job step-by-step as performed by the Operator
  6. If a viewer has filtered the Job to show Faults, Review Mode will only play through the Steps containing Faults
  7. Operators can resolve Faults in Review mode by selecting the Fault button

Alignment Action

With any procedure that spans over a large asset or area, spatially anchored content may lose accuracy the further it is from the scanned Asset Tag. Alignment Actions allow Authors to re-align Steps to an Alignment Tag at any stage in a procedure. If a procedure has been authored with one or more Alignment Actions, Operators will be prompted to scan an Alignment Tag when arriving to a Step with an associated Alignment Action. The app will render an arrow to point Operators in the direction of the next Step and Alignment Action.

  1. Locate the Alignment Tag for the Step (it is a QR code with the word “align” printed underneath)
  2. Select Scan Alignment Tag from the window prompt to initiate the scanner
  3. Scan Alignment Tag
  4. Confirm the scan is precise (this may require a rescan or a manual adjustment of the Asset Tag)
  5. When the placement of the holographic Alignment Tag is satisfactory, select Done to save the placement
  6. The Step Marker will become active and ready for the Operator to resume work (Note: The Step and Leader Lines may shift based on final placement of the Alignment Tag)

Job Assist

Manifest Connect allows Manifest users to connect with other users to seek assistance from an expert or to share a real-time view of work in progress. Manifest Connect is accessed directly from the Job Step Marker. 

  1. From the Step Marker’s top menu bar, select Connect 
  2. A list of all licensed Manifest Operators and Authors for the domain will slide out from the Step Marker (the contacts are shown in order of relevance beginning with the original Template Author, Operators who have recently performed the Job, and then all other licensed Manifest users for the domain)
  3. Selecting the desired contact will enable the Call option
  4. Select Call
  5. The call window will open giving you the option for live 1:1 audio. Both users can also share video
  6. Select Cancel to cancel

Ad-hoc Job assignment

While performing a Job, Manifest enables Operators to assign a Step to another Operator and pass the Job and all remaining Steps to that Operator. This option can be used for on-the-fly handoffs, shift-work transfers, or to recruit help from another Operator. 

How to reassign a Job:

  1. While a Job is in progress, select Assign from the Job Step Marker
  2. A list of all licensed Manifest Operators for the domain (and their online status) will slide out to the right of the Step Marker
  3. Select the desired contact and then select Assign
  1. The Step Marker will update to show a ‘Pending’ status until the Job assignment is accepted or the invite is canceled
  1. The assigned Operator will receive an invitation alert via Manifest Connect with the options to either Accept or Decline
  2. Upon acceptance, the assigning Operator will receive an acceptance message and the Start/Resume Job option will disappear.  It’s important to note that once the Operator accepts the Job assignment, they will now own that Step and all subsequent Steps until the Job is completed or reassigned
  3. To cancel a Job assignment, go to the Connect Chat and select Cancel on the Job assignment invite card (this may not be done once the invite has been accepted)
  4. The new Operator may reassign the Job back to the original Operator or another Operator as needed

How to accept a Job assignment invite:

  1. If a Step is assigned to an Operator, a Job assignment invite will be sent to the assigned Operator via a Manifest Connect Chat (the Job card includes important details about the Job and Step number with the options to Accept or Decline)
  2. To accept the Job assignment, select Accept
  3. Once the Job assignment is accepted, the window will automatically update and drop the newly assigned Operator into the Job checklist
  4. If the Job assignment is declined, the Job Step will be returned to the originating Operator

Team Jobs

Team Jobs allow multiple Manifest Operators to plan and collaborate on the same Job by dividing up the Step assignments among two or more Operators on a single Job.

Create a Team Job

  1. The Operator who initiates a Team Job will act as the Team owner
  2. To create a Team Job, the Team owner should first create a Job from the desired Template
  3. From the Job checklist window, and before the Job has been started, the Team owner selects Team setup in the upper right-hand corner of the Job checklist
  4. A Contact List will slide out with a list of all licensed Manifest Operators for the domain (and their online status)
  5. Select each Operator that should be invited to the Team Job and then select Invite
  6. Invites will be sent via Manifest Connect Chat to each invitee at which time they can select either Accept or Decline
  7. The Team Member list will dynamically update based on the acceptance status of each invitee (‘accepted’, ‘declined’, or ‘pending’)
  8. A Group Chat in Manifest Connect will be generated and Operators will automatically be added as they accept the Team Job invite

Team Job assignments

Once a Team Job is created, the Team owner can either assign Steps to each Team Member or they can self-assign the Steps to themselves.

  1. To assign Steps to other Team members, the Team owner should first select the Operator Username in the Team Contact List
  2. The Team owner must then select each Step they would like to assign to that Operator by hovering over each Step number to reveal the Assign option (only Team members who have accepted the invite can be assigned Steps)
  3. Each Team Member can simultaneously self-assign themselves Steps by hovering over the Step number and selecting Assign
  4. The Step assignments will update in real-time for all Operators displaying each associated Username over their Step assignment
  5. When ready, the Team owner must complete the Team setup by selecting the Lockbutton from the bottom window bar
  6. This finalizes all Team members and their assignments and cannot be edited unless the Team owner unlocks the Job
  7. The Job cannot begin until the Team setup is complete

Performing a Team Job

  • The Team Job can only be started by the Operator assigned to the first Step
  • For all other Operators, Start will be disabled until it is their turn
  • When the Job reaches a Step assigned to another Operator, the assigned Operator will receive a Job assignment invite card alerting them that they own the next Step and will enable the Job Start option
  • Any Manifest user with access to the Job can follow the progress of the Job in real-time
  • The Steps will update with a green checkmark as they are completed by each Operator
  • Any Evidence Notes added to a Step will be immediately updated to the Job checklist and available to for all Team members to view
  • Once the Job is complete, the Job checklist will update to display the final logged Job time and completion date and the Group Chat will be archived
  • The Job and linked Group Chat may now be located under the Job History tab in the Asset Detail window

Additional Job tools available in the Manifest 3D Application

View in Job History

To view the service history on any Asset, visit the Job History and review any previously completed Jobs performed on the Asset.

  1. Search for the Asset or scan the Asset Tag for the desired Asset and go to the Asset Detail window
  2. From the Asset Detail window, select Job History
  3. Find the Job you wish to review and select to open into a new window
  4. From a completed Job checklist, you may review Faults or play the Job back in Review Mode which will load all 3D content, including Evidence Notes, and allow a user to step through the Job step-by-step as performed by the Operator

Preview a Job Template

Previewing a Job Template allows users to play through a Template in 3D Mode without generating or performing the Job. This is a useful tool enabling Authors to review their procedure, help Operators preview and prepare for a work procedure, or provide reviewing capabilities to other Viewers such as trainees or managers. To preview a Job Template:

  1. Search for the Asset or scan the Asset Tag for the desired Asset and go to the Asset Detail window
  2. From the Asset Detail window, select Templates
  3. Find the Job Template in the Template list and select to open into a new window
  4. In the window menu, select either the option for Preview or AutoPreview
    • Preview allows you to manually go through the Job Steps and load each Step Note
    • Auto-Preview will automatically load all Step Notes and progress through each Job Step based on a timer so you can review hands-free. To stop or pause the auto-preview, simply select this option from the upper-right corner

NOTE: Templates in Preview or Auto Preview mode will not include Sub-jobs or Choice Notes for Template. Preview modes will only play through the Parent Template and show that a Step which Template is associated to the Template Note. To run through the complete flow as authored, it must be performed as a Job.

Working offline

If the Job must be performed in an area with limited to no network connectivity, Manifest Offline capabilities enable Operators to save their Jobs into an Offline Work Package to be completed in a disconnected environment, and then synced with the server when connectivity is restored.

Taking jobs offline

Jobs can be saved to an Offline Work Package only while online and with network connectivity, either from the Job Board or the Jobs tab in the Asset Detail window.

Taking Jobs offline via the Job Board:

  1. Navigate to the Job Board and select Work Package
  2. The Job Board will filter to the Operator’s jobs and become selectable
  3. Select the Jobs that need to be performed offline
  4. A bar will expand from the bottom of the Job Board with option to Save or Cancel
  5. Select Save
  6. If this is the first-time taking work offline a 6-digit security PIN will be required to be configured and Operators will be prompted to do so

Taking Jobs offline via the Asset Window:

  1. Search for the Asset or Scan the Asset Tag for the desired Asset and go to the Asset Detail window
  2. From the Asset Detail window, select Work Offline
  3. Filter by Jobs. (It will only show the Jobs assigned to the Operator)
  4. Select the Jobs that are required to be performed offline
  5. Once the items are selected, a Save or Cancel option will expand from the window
  6. Select Save
  7. If this is the first-time taking work offline, a 6-digit security PIN will be required to be configured and Operators will be prompted to do so

Note: Team Jobs cannot be taken offline.

Working offline

  1. Once your Offline Work Package is successfully saved, Operators may logout and leave WiFi range
  2. From the Login window, Operators select Work Offline and enter their email and 6-digit security PIN
  3. Search for the Asset OR scan the Asset Tag for the desired Asset
  4. Select Start or Resume as normal
  5. Complete the Job
  6. Once connectivity is restored, all data generated during offline work will be synchronized to the server and the Job will be removed from the Offline Work Package
  7. To resume an ‘In Progress’ Job offline again later, the Operator must resync the Job to their Offline Work Package
  8. If the connection is not strong enough to successfully synchronize the offline data, Manifest will reattempt to synchronize after future logins

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