Course Code: CX-10
Goal: Maximize technician productivity with local-first mobile operations, ensuring efficient workflows in the field, whether online or offline.

Session Overview

Duration: 1 Hour
Format: Instructor-led (via Microsoft Teams or in-person)
Level: Intermediate (Ideal for service managers, field supervisors, and technicians)

Resources Provided:

• Mobile App User Guide
  
• Offline Operations Workflow Template
  
• Auto-Commissioning Script Running Checklist
• Punch List Management in the Field Guide

Learning Objectives

By the end of this session, participants will be able to:

• Understand the differences between offline and cloud-synced operations in field apps.
  
• Run mobile Auto-Commissioning scripts for efficient field validation.
  
• Manage real-time punch lists and updates from the field for improved task completion.

Session Agenda

CX10.1 Operating Offline vs. Cloud Sync in Field Apps

• Offline vs. Cloud Sync:
  
• Overview of the differences between offline and cloud-synced operations in mobile apps.
  
• How offline functionality allows field technicians to work without an internet connection.
  
• The importance of cloud syncing for ensuring data integrity and real-time updates when connectivity is available.
  
  
• Best Practices for Offline Operations:
  
• How to ensure data accuracy and prevent errors when operating offline.
• How to sync data once internet access is restored.

CX10.2 Running Mobile Auto-Commissioning Scripts

• Introduction to Auto-Commissioning Scripts:
  
• What are Auto-Commissioning scripts, and how do they streamline field testing and validation?
  
• Overview of mobile Auto-Commissioning scripts available in CUBE Cx.
  
  
• Executing Scripts in the Field:
  
• How to run Auto-Commissioning scripts from a mobile device, ensuring that systems are properly validated and tested.
• Troubleshooting common issues that arise during script execution in the field.

CX10.3 Managing Real-Time Punch Lists and Updates

• Punch Lists in the Field:
  
• How to create, assign, and update punch lists directly from the mobile app in real time.
  
• Using punch lists for task management, from identifying issues to assigning corrective actions.
  
  
• Real-Time Updates:
  
• How real-time updates from field technicians ensure seamless communication between the field and project management teams.
• Using mobile tools to track task completion and monitor progress in real-time.

 Hands-On Preview (Optional if time allows)

• Run a sample Auto-Commissioning script on a mobile app and track its execution.
  
• Create and update a punch list item in real-time from the field using the mobile app.
  
• Sync offline data once internet access is restored and verify data integrity.

Post-Session Action Items

• Set up mobile apps for offline operations, ensuring field technicians can work effectively in remote locations.
  
• Test running Auto-Commissioning scripts in the field and monitor their results.
• Review your current punch list management processes and implement real-time updates using mobile tools.

 Note: When scheduling, make sure to include this session code: CX-10

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