If Staff is able to use personal devices, then they will sign into the Native app as individual users with their associated email or phone number (as listed in the Staff section of the Web app). 🤳

However, if you prefer your staff to use a shared device, such as a company tablet, then you will first need to create a TeamBoard code. 📱

Following the screenshots below we will learn how to:

Create and configure a new TeamBoard

In order to create a new TeamBoard for your shared device, you need to:

  • Access the TeamBoard menu under Settings > Users > TeamBoards.

  • Click on the + button at the bottom right of the screen

  • In the opening dialogue, enter the name you will like to give to your TeamBoard, as well as the Place in your Organisation that it will be associated with.

  • The next screen will require you to indicate which Team will be using this TeamBoard. The 9-digit code below will allow you to set up your shared device in the following step.

It is important to keep in mind that you will need to create a new TeamBoard code for each additional shared device. 👍

Log in using the TeamBoard code on the Native app

  • Open the OpsBase app on your device, select 'Sign in with a TeamBoard code' 📲

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  • Enter the 9 digits code you were provided in the web app. 💻

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  • Tap on 'Continue' to enter the OpsBase app. ✔

Complete and submit an Op using a TeamBoard

Tip: If your team can't find your Op on the Native app, check the configuration is right following this article.

As we have seen before, Ops can be set to be completed following a schedule or on-demand. Whilst Scheduled Ops will automatically appear on your Staff's device To-Do list, in order to start an Operation ad-hoc, your staff will have to: 🔽

  • Open the OpsBase app on their shared device and click on the + button at the bottom right of the screen.

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  • Your team will see all the Ops set to be started on-demand and available for their device.

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  • Once it is completed, they will just have to submit the Operation by tapping on the Submit button in the top right corner.

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Scheduled Ops will automatically appear in your TeamBoard's To-Do list when a Primary or Place Admin has assigned them a Schedule, but they are completed in the exact same way once they are started. 🥇

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