Mobile App Navigation

The mobile interface focuses on task execution, action tracking, and field data collection, allowing users to complete operational activities efficiently without needing access to the web platform.

simplchek

Last Update 12 天前


The SimplChek Mobile App is designed for users who perform inspections, audits, assessments, corrective actions, and issue management while on the move. The mobile experience provides quick access to assigned work, real-time updates, and operational information from any location.


 

What You Will Learn

After completing this guide, you will be able to:

  1. Navigate the SimplChek mobile application
  2. Understand the mobile dashboard
  3. Access assigned tasks
  4. Use the Checklist Library
  5. Manage Actions
  6. Access additional platform features
  7. Move efficiently between mobile workflows

Mobile Navigation Structure

The SimplChek mobile application uses a bottom navigation bar for quick access to key modules.

The primary navigation areas include:
  • Home
  • Tasks
  • Library
  • Action
  • More
These modules provide access to the most commonly used field operations.

Home (Dashboard)

The Home screen serves as the mobile dashboard and provides a quick overview of your assigned work and operational status.


Step-by-Step
  1. Log in to the SimplChek Mobile App.
  2. You will automatically be directed to the Home Dashboard.
  3. Review your activity summary.

The dashboard displays:
Summary Metrics
  • Total Tasks
  • Total Actions
  • Total Issues
Task Status Overview
  • In Progress
  • Rejected
  • Submitted
  • Completed
  • To Do
  • Total Tasks
These metrics help users quickly understand their workload and priorities.

Best Use
Use the Home Dashboard to:
  • Check pending work
  • Monitor task progress
  • Review action status
  • Track operational activity



Tasks

The Tasks module contains all inspections, audits, assessments, and assignments allocated to you.


Step-by-Step
  1. Tap Tasks on the navigation bar.
  2. View your assigned tasks.
  3. Select a task to open.
  4. Complete checklist questions.
  5. Add comments, photos, or evidence where required.
  6. Save progress or submit the task when complete.

Common Task Statuses
  • To Do
  • In Progress
  • Submitted
  • Completed
  • Rejected

Best Use
Use Tasks to:
  • Perform inspections
  • Conduct audits
  • Complete assessments
  • Submit operational findings


Library

The Library provides access to available checklist templates and forms.


Step-by-Step
  1. Tap Library.
  2. Browse available checklists.
  3. View checklist information.
  4. Launch authorized templates when available.

Typical Library Content
  • Inspection Checklists
  • Audit Templates
  • Assessment Forms
  • Compliance Checklists
  • Operational Templates

Best Use
Use Library to locate approved forms and templates required for operational activities.


Action

The Action module allows users to monitor and update corrective actions assigned to them.



Step-by-Step
  1. Tap Action.
  2. View assigned actions.
  3. Open an action item.
  4. Review requirements and due dates.
  5. Add updates or evidence.
  6. Mark progress as work is completed.

Best Use
Use Action to:
  • Track corrective actions
  • Update progress
  • Upload supporting evidence
  • Complete assigned improvement activities


More

The More menu provides access to additional platform functions and account options.

Step-by-Step
  1. Tap More.
  2. Access available features and settings.
  3. Select the required option.
Common options may include:
  • Issues
  • Library
  • Checklist Builder
  • Subscriptions
  • Help Resources
  • Settings
  • Logout

Recommended Mobile WorkflowFor maximum efficiency, follow this workflow:
  1. Open Home Dashboard
  2. Review assigned tasks
  3. Open Tasks
  4. Complete inspections or audits
  5. Submit findings
  6. Review assigned Actions
  7. Update progress
  8. Return to Home to monitor status
This workflow aligns with SimplChek's operational process and helps maintain accurate reporting.

Tips
  • Review your dashboard at the start of each day.
  • Complete tasks as soon as possible after assignment.
  • Save progress when working in the field.
  • Upload clear photos and evidence.
  • Keep the mobile app updated.
  • Use the Action module regularly to track outstanding corrective actions.

Best Practices
  • Prioritize tasks marked In Progress.
  • Submit completed work promptly.
  • Keep action updates current.
  • Review dashboard summaries frequently.
  • Verify information before submission.
  • Use mobile primarily for field execution activities.

Common Mistakes to Avoid
  • Ignoring Dashboard Metrics

The dashboard provides important visibility into pending work and priorities.
  • Leaving Tasks In Progress
Unsubmitted tasks can delay reporting and corrective actions.
  • Forgetting to Update Actions
Actions should be updated regularly to maintain accountability.
  • Submitting Incomplete Information
Always verify responses, comments, and evidence before submission.
  • Not Synchronizing Data
Ensure your device has connectivity periodically so updates can be synchronized successfully.

Related Articles
  • Navigating the Platform
  • Dashboard Overview
  • Tasks Execution
  • Task Status & Tracking
  • Action Plan Management
  • Issues Management
  • Mobile Troubleshooting
  • Notifications & Alerts

Summary

The SimplChek Mobile App is designed to support operational activities in the field by providing quick access to Tasks, Actions, Checklists, and account tools.


By understanding the Home, Tasks, Library, Action, and More navigation areas, users can complete inspections, manage corrective actions, and maintain operational visibility efficiently from any location.

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