Upshot Mobile App
The Upshot Mobile App is a Progressive Web App (PWA) primarily designed to help users enter and review data in a faster and easier way. The app gives users the ability to:
- Manage and submit registers
- Add new attendees or review the information on attendees such as medical conditions, emergency contact and consent to media
- View and complete survey responses
For more information on using the Upshot Mobile App while offline, please see here.
- Accessing
- Overview
- Registers
- Attendee Profile
- Adding New Attendees
- Surveys
- Switching to the full Upshot site
- Refreshing
Accessing
Overview
Sessions & Registers
The Upshot Mobile App allow users to manage and submit their registers in a fast and and easy way.
Top Tip: Save a register as a Draft on the main site beforehand to complete registers more quickly while using the Upshot Mobile App.
When adding a register users will potentially see the following icons dependent on the information held on an attendee.
Indicates that the organisation does not have photo or other media consent for this attendee.
Indicates the attendee has a medical condition. Note this icon is based on the default Specific Medical Conditions field.
Note: The 'Sessions' must have been created on the main site beforehand to appear within the Upshot Mobile App.
Attendee Profile
When viewing an attendee profile on the Upshot Mobile App the following information will be immediately visible.
This includes First Name, Last Name, Nickname, Gender, Age, Postcode, Emergency Contact Details and Medical Conditions.
This information is highlighted immediately to support users at the side of a session with key information they need to identify the correct 'Tony' or provide additional information likely to be needed while at the session, such as Emergency Contact Details.
If applicable, the placeholder image for the attendee will be replaced by their Attendee Profile Picture when online. If offline, the placeholder will continue to show.
For the full set of registration information held on an attendee, this can be seen by clicking on Edit Details.
Adding New Attendees
If a brand new attendee participates in the session and needs to be added to Upshot, this can also be done via the Upshot Mobile App, by clicking the + in the bottom right-hand corner and Create a new attendee.
The fields originally shown will be First Name, Last Name, Nickname, Gender and Date of Birth plus any other required fields from an organisations registration form.
This can allow organisations to add new people quickly with this minimum amount of key information. If more is known on the new attendee, once added the option to ADD MORE DETAILS will be displayed.
Alternatively, the attendee can be updated later by clicking on the profile and Edit details.
Surveys
The Upshot Mobile App allows users to see their organisations active 'standard' surveys, view survey responses and complete surveys with their attendees.
This provides users with a quick and easy of inputting survey responses by working alongside their attendees directly at the session.
This can potentially lead to an increase in the number of responses and a decrease in overall admin time.
Main Survey Page
Here view your organisations active surveys. Active surveys are defined as those that are currently accepting responses, i.e. the 'survey closing date' is not in the past.
If a survey has multiple deployments, like the 'Wellbeing Questionnaire' above, users will be taken to a screen where they can then select the relevant deployment.
Deployment Page
Submission Screen
After clicking on the name of an attendee who has yet to respond to the survey users will be presented with something similar to the below, where they can then make the relevant selections to complete the survey.
Once complete click Submit Form at the bottom of the screen.
Users will be presented with a success message at the top of the screen, they can then use the back arrow (highlighted below) to return to the deployment screen.
Switching to the full Upshot site
The full Upshot site can also be accessed via a user's browser on any device. It may be that there is additional functionality needed that can only be completed on the main site.
By clicking on the icon in the top right-hand corner, users can then switch to the full site.
If users want to return from the full site back to the Upshot Mobile App this can be done by clicking on the X in top left-hand corner.
Refreshing
Users can force a 'refresh' from within the app at any time by clicking on the Upshot Logo in the top left-hand corner. This can help to ensure the list of sessions is synchronised with the latest data on the main site. If a user is offline, the app will complete the refresh once back online.