User Guide Remote-Master App
Preface
Thank you for choosing the Remote-Master application by SAFETYTEST. We have developed the Remote-Master application to provide you with a tool that allows you to conduct your testing procedures and documentation seamlessly with our testing devices quickly and effortlessly.
Your success is our priority, and that's why we continuously enhance the Remote-Master app to offer you additional useful features, enabling you to work even more effectively and efficiently.
Table of Contents
- 1 Table of Contents
- 2 Short Overview
- 2.1 About the Remote-Master App
- 2.2 Device Licenses
- 2.3 Getting Started Guide
- 2.4 1. Login Screen
- 2.5 2. Local login
- 2.6 3. Bluetooth-Manager
- 2.7 4. Cloud Anmeldung
- 2.8 5. Dashboard
- 2.9 6. Customer Overview
- 2.9.1 6.1 Creating Customers
- 2.9.2 6.2 Node groups overview
- 2.9.3 6.2.1 Create node groups
- 2.9.4 6.3 Elements/Location-Elements, "Tree View" Window
- 2.9.5 6.3.1 Elemente für Geräte/Objekte/Installationen anlegen/erstellen
- 2.9.6 6.3.2 Catalogs
- 2.9.7 6.3.2.1 Element catalog
- 2.9.8 6.3.2.2 Feldkatalog
- 2.9.9 6.3.3 Create element nodes
- 2.9.10 6.3.4 Nodes - further features
- 2.9.11 6.3.5 Standort-Element - weitere Funktionen
- 2.9.12 6.3.6 Element Eigenschaften
- 2.9.13 6.4 Elemente in Listenansicht
- 2.10 7. Sync
- 2.11 8. Settings
- 2.11.1 8.1 Proceduredesigner
- 2.11.2 8.1.1 Procedureprofile
- 2.11.3 8.1.2 The formula calculator/formula editor
- 2.11.4 8.2 Protocoldesigner
- 2.11.5 8.2.1 Protocol template
- 2.12 9. Quick Guide to the First Inspection.
- 2.12.1 9.1 Anmelden
- 2.12.2 9.2 Creating or Importing Procedures and Protocol Templates
- 2.12.3 Wichtiger Hinweis:
- 2.12.4 9.3 Create a customer
- 2.12.5 9.4 Create new node groups
- 2.12.6 9.5 Create a new node
- 2.12.7 9.6 Performing an Inspection
- 2.12.8 9.7 Creating / Outputting Reports
- 2.12.9 9.7.1 Report Generation for Individual Elements
- 2.12.10 9.7.2 Protocol output via the list view:
- 2.12.11 9.7.4 Protocol Output as Archive
- 2.12.12 9.7.5 Protocol Output as File
- 2.13 10. Settings (Cloud Appendix)
- 2.14 11. Dashboard (Cloud Appendix)
- 2.15 12. Customer Overview (Cloud Appendix)
- 2.16 13. Node groups(Cloud Appendix)
Short Overview
About the Remote-Master App
The Remote-Master App is a testing procedure and documentation software that allows remote control of the following devices:
Device Overview:
SAFETYTEST 1IT+
SAFETYTEST 1LT V2 und 1LT V2 RCD
SAFETYTEST 1ST/1RT V2
SAFETYTEST 3HD/3RT/3CL
Bluetooth LE für iOS:
1LT V2: Serial numbers starting with UL4** and firmware version V1.87 or higher
1LT V2 RCD: Serial numbers starting with UL3** and firmware version V1.87 or higher
1RT V2: Serial numbers starting with UR3** and firmware version V2.30 or higher
1ST: Firmware versions V1.1.91/V2.30 or higher and device marked with the "BLE" option
3HD/3CL: Firmware versions V1.1.91/V1.17 or higher and device marked with the "BLE" option
** or with hardware modification (new Bluetooth module); modification indicated by the "BLE" option on the device
For Android, the use of older-generation Bluetooth modules is also possible, but it requires an up-to-date firmware.
SPP für Android:
1LT V2/1LT V2 RCD: Firmware version V1.87 or higher
1ST/1RT V2: Firmware version V2.30 or higher
3HD/3RT/3CL: Firmware version V1.17 or higher
The version indicates compatibility with specific hardware licenses.
You can unlock the hardware license by scanning a barcode on the device through the app.
Device Licenses
Here, a hybrid licensing model exists with the Test-Master App. This means that the activation of the Test-Master App can also be used for the Remote-Master App. The corresponding versions are as follows:
Test-Master | Remote-Master |
Pro | Pro |
Comfort | Comfort |
EuP | Comfort+ |
The license overview can be found at:
https://tinyurl.com/yb84mlh3 or through this QR code:
Getting Started Guide
You have various options for using the Remote-Master App:
With a local database,
With Cloud/Server login and Cloudmaster database (synchronization via One-Click Sync).
In both variants, the Remote-Master App works with a locally stored database on the device.
Below, you will find instructions for using the app with both the local and cloud-server dependent methods. For better clarity, we have divided them.
If you have any questions, issues, or if something is not working correctly, simply shake your device. This action will open our ticket system, and you can send us your inquiry. We will promptly address your problem or provide an answer to your question.
1. Login Screen
Once you have launched the Remote-Master App, you will encounter the following login screen.
1 | Server | Enter the name of the Cloud Server here. |
2 | Username | Enter your username for the login. |
3 | Password | Enter the password you have set. |
4 | Settings | Here, you can change the language (German/English), the appearance theme (Light/Dark), and choose whether to work with QR codes or barcodes. |
5 | Remember username | If activated, the last logged-in username will be saved. |
6 | Autologin
| If activated, the last user logged into the cloud will be automatically logged in after launching the app. |
7 | Login | Once you have entered your username and password, you can log in to the cloud via the Login button. |
8 | Connect | Local login on your testing device via Bluetooth Manager. |
The Autologin function can only be disabled when you are not logged in to the Cloud Server.
2. Local login
If you want to use the Remote-Master App locally, click on the "Connect" button (see image).
Afterward, the "Bluetooth Manager" will open, displaying the testing devices available nearby. Choose the device you want to connect with the Remote-Master. This process will create a local database. On the next page, you will find more information about the "Bluetooth Manager."
Wenn Sie die Autologin-Funktion ausschalten wollen, müssen Sie nach dem Anmelden im Dashboard auf den Ausloggen-Button klicken. Damit kommen Sie wieder zum Anmeldebildschirm und können die Autologin-Funktion deaktiviere
3. Bluetooth-Manager
Please note: Your testing device must be powered on for it to be discoverable. On iOS devices, only testing devices in "Low Energy (BLE)" Bluetooth mode will be detected. For further information about the compatibility of your testing device, please refer to: [Link/Website Address]
1 | New scan | Correct, by default, it is active and searches for compatible devices. |
2 | Stop scan | It interrupts the search for devices. |
3 | Connected | It shows the already connected devices. |
4 | Available devices | It displays the found/available devices with which you can connect the Remote-Master App, provided they are suitable testing devices. |
5 | Back | Here, you will return to the login screen. |
6 | Download |
Once you have successfully connected the Remote-Master App with the testing device, pressing the "Back" button will redirect you to the dashboard.
4. Cloud Anmeldung
If you want to use the Remote-Master App with the Cloud, enter the server address, your username, and password. Then, click on "Login" to sign in (see image). To remain logged in even without an internet connection upon starting the app, select "Remember Username" and "Auto-login."
Once you have successfully logged in, you will be directed to the Dashboard.
5. Dashboard
The Dashboard is the central control panel of the Remote-Master App. From here, you can access all the essential settings and functions. On the following page, you will find an overview of the Dashboard's features and options.
1 | Hamburger menu | When you click on the "Hamburger menu icon" (three stacked horizontal lines) on the left side of the title bar or swipe from the left edge of the screen towards the center, the tree view will open. In the tree view, you will see devices and locations of the group you selected under "Load Customers" are displayed. |
2 | Bluetooth-Manager | By activating this button, the Bluetooth Manager is called. (Refer to section "3. Bluetooth Manager" for more details). |
3 | Settings | In the settings menu, you have access to all the important settings (see section "8. Settings"). |
4 | Fast scan | Here, you can search for identification numbers (ID) created in the database using alphanumeric input or a QR/barcode scanner. |
5 | Load customer | If customer records have already been created (see sections 6 and 6.1), this will display a list of customers. Additionally, you can create new customers from here. |
6 | Sync | By selecting this option, you initiate a synchronization between the local user database and the Cloud database (refer to section "7. Sync"). |
7 | Logout | By selecting this option, you log out from the Cloud Server. |
8 | History | The History shows the recently accessed customers along with their associated element group. Activating an entry in the History, in portrait mode, displays a window with the list of elements created for that element group above the list of linked or assignable locations for those elements. |
5.1 Dashboard, "Group Information" section in portrait mode of the screen.
If the tablet or smartphone screen is in portrait mode, the "Group Information" section with additional useful Dashboard buttons will be displayed below the "Options" and "History" sections. The functionalities for managing the catalog master data are available with the Comfort+ license.
You can add catalog entries to the element catalog attached to the group. Additionally, there is an option to store field catalogs for each input field and expand them during inventory by adding more entries. The element catalog and field catalog can be imported and exported as CSV in any group through the Dashboard when the group is open.
1 | Generate protocol | By using this button, you can generate the test protocols for the desired customer and group. |
2 | Set order number | Enter a freely chosen order number here, under which you want to group a quantity of test protocols sensibly and later generate them together, for example, as a zip archive. |
3 | Import elements from CSV | Use this button to import elements from a CSV file. |
4 | Export templates | Export the attached element catalog to the currently open group into a CSV file. You will be shown a file dialog to specify the name and location in the tablet's file system. |
5 | Export fields | Export the attached field catalog to the currently open group into a CSV file. You will be shown a file dialog to specify the name and location in the tablet's file system. |
6 | Import templates | Import an element catalog into the currently open group from a CSV file. |
7 | Import fields | Import a field catalog into the currently open group or for an individual input field from a CSV file. |
8 | Nodes showcase | Display the data of an open group in a table, where each row is equipped with buttons to start a test, add another element to a node, copy an element (with the option to copy subordinate elements as well), delete the element (with an intermediate safety prompt), and output its test data into a protocol (with a selection prompt for the appropriate protocol template). See also sections 6.3.3 and 9.7.3. |
9 | Close group | Enabling this button will close all data of the currently open group associated with a customer, and thus the "Group Information" section with all buttons. However, after that, the data will still be available for viewing, editing, and further use. |
6. Customer Overview
In der Kundenübersicht sehen Sie bereits angelegte Kunden, andernfalls ist die Übersicht leer. Hier können Sie Kunden anlegen und bereits angelegte Kunden bearbeiten.
1 | Search function | With the search function, you can search for existing customers specifically. |
2 | Created customer | Clicking on it will display the element groups of the customer. |
3 | Duplicate / Clone | You can duplicate a selected customer by clicking here. After clicking, you will be redirected to the "Customer Profile" window. |
4 | Locations | Here, you can view and create element groups for the locations. |
5 | Edit | If you need to make changes to the customer record later, you can do so by clicking on the button symbolized with a pen. |
6 | Delete | To remove a customer, you can do so using the delete icon. A pop-up will appear, asking you to confirm the deletion. |
7 | Back | The "Back" button takes you back to the Dashboard. |
8 | Create | With the "Create" button, you can create a new customer record. This will open an empty customer profile (see section "6.1 Creating Customers"). |
6.1 Creating Customers
Once you click on the "Create" button in the Customer Overview, a blank customer profile page will appear.
The customer profile page is divided into "Main Features" and "Contact" sections (see image).
It's important to note that the "Name" field is a required field and must be filled in. Otherwise, the "Create" button will remain grayed out. The name does not need to be unique, meaning you can create multiple customer records with the same name since uniqueness is determined by the identifier (ID).
You have several options to generate an identifier (ID):
Leave the field empty, and the system will create a unique ID number that has not been used before.
You can enter an alphanumeric identifier (ID) (at least 3 characters). You are free to use letters, numbers, or even special characters.
By activating the scan symbol, you can capture an already assigned identifier (ID) encrypted in a QR/barcode and use it.
6.2 Node groups overview
The Element Group Overview is divided into the categories devices, installations and objects.
Switching between the tabs displays the already created elements for each category. To create an element for a specific category, you must have selected the respective category tab (see image).
1 | Category Tabs | Listed here are the categories of devices, installations and objects |
2 | Search funvtion | With the search function, you can search for existing elements specifically. |
3 | Created node group | Clicking on a created element will select it and redirect you to the Dashboard. |
4 | Duplicate / Clone | You can duplicate the selected element group by clicking here. After clicking, you will be redirected to the "Element Group Profile" window. |
5 | Edit | If you need to make changes to the respective element group later, you can do so by clicking on the Edit button. |
6 | Delete | To remove an element, you can do so using the delete icon. A pop-up will appear, asking you to confirm the deletion. |
7 | Back | By clicking "Back," you will return to the Customer Overview. |
8 | Create | With the Create button, you can create a new element group. This will open an empty element group profile (see section 6.2.1). |
6.2.1 Create node groups
Once you activate the "Create" button in the Element Group Overview, a blank Element Group Profile page will appear (see image "Empty Element Group Profile").
While creating the element group, you have the option to determine whether it should also be inserted into the "Installation" and/or "Objekt" group.
This applies equivalently in all element group categories. However, it must be set immediately during creation, as it cannot be changed later in the editing process.
It's important to note that the "Name" and "Standort" fields are mandatory and must be filled out. Otherwise, the "Create" button will remain grayed out. The name for the groups must be unique. You can create multiple groups, but you must keep this in mind.
The "Location" field can be filled out by clicking on the row and using a dropdown list. For this, an element group for the location must have been created beforehand under the customer; otherwise, the dropdown list will be empty.
6.3 Elements/Location-Elements, "Tree View" Window
If you have selected a customer with the corresponding element group, you can now see the window (we call it "Tree View") with the created device/installation/object elements as well as the elements for the locations (see image).
The "Tree View" provides a hierarchical representation of the elements, making it easy to navigate and manage the structure of your elements within the selected group. You can expand or collapse the nodes to view the sub-elements and perform various actions related to the elements and their locations. This view helps you organize and work with your elements efficiently.
1 | + Icon | The plus symbol under 1. is used to create new elements for the currently selected element group. |
2 | Device icon | Accessing the element groups stored under the selected customer (see section "6.2 Element Group Overview"). |
3 | Node | Here, the already created elements of the element groups are displayed. |
4 | + Icon | The plus symbol under 4. is used to create new element profiles for locations within the currently selected element group. (see image with the "Tree View" window on the previous page). |
5 | Location icon | Accessing the display for the element groups of the locations stored under the selected customer. |
6 | Node | Here, the already created location elements of the respective element groups are displayed. |
7 | Link | With this, it is possible to assign a location to a selected element, for example, a device, or create a link, meaning a connection between them. A tip: If you assign a location to an element of the "Arbeitsmittelknoten" type, the "Standort" field in all subsequently created elements for this "Arbeitsmittelknoten" will already contain this location. |
6.3.1 Elemente für Geräte/Objekte/Installationen anlegen/erstellen
To create an element, you clicked on the upper left "+" symbol in the tree view (see section 6.3), and you were then redirected to a page called "Element Profile." In this page, the "Element Type" field is set to "Gerät" (Device) by default, but you can also choose "Arbeitsmittel Knoten" (Work Equipment Node), "Medizingerät" (Medical Device), or "Schweißgerät" (Welding Device) as alternatives (see the image below). An element profile is a summary of the properties of an element.
The element profile for devices is divided into Main Features, Images, and Parameters. We will briefly cover Images and Parameters.
In the "Images" section, you have the option to capture images using the camera or import previously captured images.
In the "Parameters" section, predefined parameters are listed, which you can fill in as needed.
For you, the most important fields in Main Features are Name and Element Type, as they are mandatory fields. Otherwise, the "Create" button will remain in gray. The remaining features can be filled in as desired.
The Name field does not have to be unique. You can create multiple elements with the same name, as uniqueness is determined by the identifier (ID). The Element Type can be selected from the dropdown menu, where "Gerät" (Device) is the default selection.
You have several options to generate an identifier (ID).
Leave the field blank, and the system will assign a previously unused unique identifier (ID).
Enter an identifier (ID) using alphanumeric input (at least 3 characters). You are free to use letters, numbers, or even special characters.
Use the scan symbol to capture an already assigned identifier (ID) encrypted in a QR-/Barcode.
The "Protocols" and "Procedures" features can be selected from dropdowns.
To complete the process, click on Save.
6.3.2 Catalogs
For managing reusable content, there are the Element Catalog and the Field Catalog. In the Element Catalog associated with a group, you can add, modify, and delete entries. Additionally, for each input field, you can store entries in the Field Catalog and expand it during inventory by adding further entries. Entries in the Field Catalog can also be modified and deleted.
Managing a catalog, including adding, modifying, and deleting entries, can be done in two ways: directly within the app and by editing the exported CSV file, making changes, and then importing it back.
6.3.2.1 Element catalog
Using an entry from the Element Catalog:
In the following image, you can see that the user is required to enter the name of the element. Once the user taps on the "Name" field, a dropdown list will appear, including icon images for the relevant element names. Tapping on one of these names will automatically fill the "Name" field with the selected element's name.
Adding an entry to the Element Catalog:
If a word is entered in the "Name" field of an element for which there is no (even partial) match with an existing word in the Element Catalog, activating the "Add" button at the bottom of the Element Profile will create a new element in the Element Catalog with that word as the name.
Changing or Deleting an Entry in the Element Catalog:
The selection list mentioned here for the "Name" field represents a part of the contents of the Element Catalog.
The values in selection lists of other fields come from the Field Catalog but can become part of individual entries in the Element Catalog when used. Changing an entry in the Element Catalog involves modifying the field contents.
After modifying the values of attribute fields or parameters, a new section titled "Element Catalog" will appear at the bottom of the Element window. Within this section, you will find the following buttons:
Save (with pencil icon): This button is used to save the changes made to the properties of the element in the Element Catalog. Clicking on this button does not save the element in the Element Group but only in the Element Catalog.
Permissions (with share icon): This button allows you to manage the permissions or access rights for the selected element.
Delete (with the Trash Can icon): This button is used to delete the entire element from the Element Catalog.
To save the changes to the element within the Element Group, you need to use the "Save" button (with the person icon) located in the footer of the window.
6.3.2.2 Feldkatalog
Creating, modifying, or deleting an entry in the Field Catalog:
For example, let's consider the case where you want to add various models of a specific manufacturer's device type as individual entries in the Field Catalog. You can achieve this by following these steps:
Edit an existing element's model name or enter a new name.
Click on the "+ Add" button displayed below the edited row.
If required, move to the next field using the "Next" button on the displayed keyboard and enter additional values.
Alternatively, click on the "Save" button at the bottom of the "Element Profile" page to save these entries, but make sure to create the entire element using the "Create" button to store these entries in the database.
To modify or delete one or more entries in the freshly exported Element or Field Catalog, make the necessary changes in the exported file and then import these changes.
Selecting an entry from the Field Catalog:
When typing letters in a field, the selection focus automatically moves through the displayed list of elements to a narrower selection of items with the closest match (see next image with an example of model names).
6.3.3 Create element nodes
To create a location element, you clicked on the bottom-left "+" symbol in the Tree View (see section 6.3), and then you were redirected to a page called "Node profile." In this page, the value "Property" is set in the "Node Type" field, but you can also choose "Building", "Floor", or "Room" as alternatives (see the image below).
With the Buttons in the “Longitude/Latitude” you can fetch the GPS Coordinates from the tablet.
The element profile for locations is divided into main features and parameters. In the parameter section, pre-defined parameters are listed, which you can fill in as needed.
The field "Name" marked with a red asterisk must be filled out, otherwise the "Create" button will remain in gray color. The name should be unique for a location. The element type can be selected from the dropdown menu. The remaining features can be filled in as desired.
To complete the process, click on "Create".
If the newly created location element is not positioned at the desired location in the hierarchy after creation, simply move it to the correct position.
6.3.4 Nodes - further features
If you select one of the elements in the tree view and swipe your finger to the left or right over it, a context menu with circularly arranged icons will appear.
1 | + icon | The plus symbol in the context menu is used to create a new sub-element below the selected element or in the location list for a selected location element. |
2 | Pen icon | With this, you can edit the selected element. |
3 | Play icon | If you have previously selected a test procedure, you can use the "Play" icon to execute it. |
4 | Print icon | When you activate this symbol, you can specify how and what to print in several subsequent dialog windows.
|
5 | Duplicate / Clone icon | With this, you can duplicate the selected element. After clicking on the icon, a window will open where you can set the number of copies, the base ID, and a template. |
6 | Marker icon | This function allows you to "cut" elements in the tree (similar to cut in Windows using CTRL+X) and paste them at another location in the tree, either at the same level as another element or below it. |
7 | Delete | If you select "Delete," the selected element will be deleted. |
6.3.5 Standort-Element - weitere Funktionen
When you select one of the location elements in the tree view and swipe your finger to the left or right, a context menu with circularly arranged symbols will appear.
Depending on the initial state of the location element, the context menu will offer a different selection of symbols (see the following two images).
6.3.6 Element Eigenschaften
Once you have selected an element, the main window will display the element properties instead of the dashboard (see image).
Here, you can see the name, identifier (ID), the last inspection with its result, and the predefined quick procedures.
To start an inspection, select the appropriate procedure and click on the "Start New Inspection" button. You will be redirected to the inspection process, which you will follow step by step until you complete the inspection.
1 | List Icon (3 horizontally stacked lines) | By activating this icon button (in the "Element Properties" window), you will access the list view, where all elements are displayed (see the next image). |
2 | New measurement session | "New measurement session" completes the last current inspection and initiates a new inspection according to the selected procedure. Only the last open inspection can be extended with inspection steps. |
3 | Measurement results | To access the inspection results overview, click on "Inspection Results." Here, all performed inspections are displayed. |
4 | Add measurements to last session | "Add measurements to last session" allows you to add additional steps to the existing inspection when conducting the selected procedure. If you work with individual measurements or want to include multiple procedure sequences in one inspection, you can use this function. |
The displayed QR code below the "Last Inspection" list represents the identifier of the selected element. You can use the Print function to print the QR code.
6.4 Elemente in Listenansicht
1 | Plus symbol in the header: | The plus symbol in the header of the list view is used to create new elements for the currently selected element group. |
2 | Red trash can symbol in the header: | Delete either all elements of the currently selected element group, including any existing inspection data, or the visible or filtered records. Caution when using this button! Always make sure to backup your data before activating this button! |
3 | CSV Symbol in the second header: | Export the filtered list to a CSV file. |
4 | Print symbol in the second header: | Print the inspection protocol of all filtered elements. |
5 | Green arrow symbol: | Start the selected inspection procedure for the chosen element in the "Procedure" column or on the previous page. |
6 | Plus symbol: | Used for creating a new Device node. |
7 | Copy symbol: | Copy the master data of the selected record and create a new row with automatically assigned new identifier and these values as a starting point for a repeat inspection. |
8 | Trash can symbol per element row: | Delete the element, including inspection data. |
9 | Print symbol per element row: | Print the last inspection of the selected element. |
10 | Filter by value (including substring): | Filter by text (including partial text). |
11 | Filter by timeframe: | Filter inspections from a specific time period. |
12 | Filter by true or foult: | Filter for true or foult |
13 | Mass editing: | If you enter a text or activate/deactivate a switch all filtered data will be edited |
14 | Magnifying glass symbol: | By activating the magnifying glass symbol, a window with selectable elements and fields will be displayed for customizing the list view design (see also the second image). |
7. Sync
As mentioned earlier in the Dashboard section, a synchronization between the local database and the cloud database is initiated (see image).
After starting the synchronization process, it performs a data comparison between the databases. If an error occurs, a "Pop-Up" window will notify you. Please try again, as errors could be caused by connection interruptions. The synchronization will resume from where it was interrupted.
8. Settings
As mentioned earlier under Dashboard, you can access the settings by clicking on the gear icon in the top right corner. Then, you will be redirected to the "Settings" page (see image).
1 | Help | Use our support system to request help. |
2 | Manual | View this manual |
3 | Language | Select your preferred language. (The top menu option "Language" is hidden in the image by the title bar) |
4 | Theme | You can choose between a light and dark background. |
5 | Theme | You can set your preference for QR code or barcode scanning. Regardless of this setting, both types can be scanned; it only changes the display in the element properties. |
6 | Log | You can enable or disable log protocols, and you can also clear existing log protocols. |
7 | Bug reporting | Enable or disable the Bug reporting |
8 | Auto sync | If enabled the App will automatically sync after every measurement |
9 | Clear database data | This action requires confirmation and will remove all unsynchronized and synchronized database entries from the device. |
10 | Bluetooth | Access the Bluetooth manager. |
11 | Device License | If you have connected a device to the app via Bluetooth, the device license will be displayed here. |
12 | External devices licences | Enter the name, serial number, and field ID of your test device here. |
13 | Tablet License | The tablet license will be displayed here and can also be entered via text input or QR/barcode scan. |
14 | Company Profile | Your company's data, provided during the registration of your cloud account, is stored here and can also be modified. |
15 | User Profile | In the user profile, you can edit all relevant user account data, personal information, as well as access rights and group assignments. |
16 | Procedure Designer | In the procedure designer, you can create, import, and export new test procedures for tools, installations, and objects. |
17 | Protocol Designer | In the protocol designer, you can create, import, and export new protocol templates. |
18 | Risk fields | Manage ‘'Risk fields’' |
19 | Risk templates manager | Manage ‘'Risk templates’' |
20 | Archive | Here, you can back up all data in an archive file in the local file system or restore data from such a backup file. The app automatically names the backup file using the schema "local_backup_YYYY_MM_DD_hh_mm_ss.zip". |
8.1 Proceduredesigner
In the Procedure Designer, you can create, import, and export procedures for the categories Devices, Installations, and Objects (see image).
1 | Categories | Procedures are divided into three categories: Devices, Installations and Objects. |
2 | Search | You can use this feature to search for existing procedures. |
3 | Select Menu | Here, you can mark procedures for export or other actions. |
4 | Export | This function allows you to export procedures. When you click on it, a window will appear where you can enter an archive name. After confirming, the export process will be initiated. |
5 | Import | You can import procedures using various methods:
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6 | Duplicate / Clone | This option duplicates the selected procedure and redirects you to the procedure profile. |
7 | Edit | Existing procedures can be edited here. Procedures created by users require at least the Comfort Device License or an equivalent tablet license to be executed. Licensed standard procedures cannot be modified, but you can duplicate them as a template and then make changes. |
8 | Delete | This option deletes the selected procedure (confirmation required). |
9 | Back | This takes you back to the settings menu. |
10 | Create | Here, you can create a new procedure. Clicking on it will redirect you to the procedure profile. Procedures created by users require at least the Comfort Device License or an equivalent tablet license to be executed. |
8.1.1 Procedureprofile
In the Procedure Profile, you can implement your newly planned procedure, and you have various configuration options (see images).
The Procedure Profile is divided into "Main Features," "Procedure," "Inspections," and "Functions."
For each procedure, a name must be entered, and it must be unique. The other settings can be made as desired.
In the "Procedure" section, existing test steps can be deleted, moved, or duplicated. New test steps can be added to the procedure from the "Inspections" or "Functions" sections by clicking or using the "Drag and Drop" method.
Using "Drag and Drop," a test step can be moved to any position in the sequence, while clicking it will add it to the end of the procedure.
At the bottom of the window, a visual inspection can be added.
After inserting or duplicating a test or function, a new window with settings for the inserted step will appear.
(See image)
Here, you can enter main features, parameters, and limit values as needed. For the limit values, you can choose the desired unit from a dropdown menu. When entering values for the lower limit (min) and the upper limit (max), a formula calculator/formula editor will open when you click inside the field. (See image)
8.1.2 The formula calculator/formula editor
The options and "Result" methods/functions, as well as the variables, are essential for you in this context. (Result = Outcome). Please refer to the image for more details.
Each of the options or result methods is associated with an ID, which allows you to identify what this method/function represents and what result it returns. Afterward, click on "Create," and the test or function will appear in the procedure section (see image). You can also duplicate individual procedures, as before, as a template that you need to fill in again. Furthermore, you can press and hold a procedure step to move it to the left or right to delete it or move it up and down to rearrange it.
You can add visual inspections by selecting "Add visual" Here, you have the option to take pictures using the camera or import them from another source. A description is mandatory for creating a visual inspection; otherwise, it cannot be created. However, the rest of the information is optional.
Once you are satisfied with the procedure, click on "Create" to finalize the process.
8.2 Protocoldesigner
1 | Search | Here, you can search for existing report templates. |
2 | Select Menu | Here, you can mark created report templates for export, if needed. |
3 | Export | The export function allows you to export report templates. When you trigger the export, a window will appear where you can enter an archive name. After confirming, the export will be performed. |
4 | Import | You can import report templates in several ways:
|
5 | Duplicate / Clone | This option duplicates the selected report template, and you will be redirected to the report template profile. |
6 | Edit | You can edit existing report templates here. Self-created report templates require at least the Comfort Device License or an equivalent Tablet License to use. Licensed standard procedures cannot be modified. You can duplicate them as a template and then make changes. |
7 | Delete | Löscht die ausgewählte Protokollvorlage. (muss bestätigt werden) |
8 | Back | You will be taken back to the Settings Menu. |
9 | Create | Here, you can create a new report template. After clicking, you will be redirected to the report template profile. Self-created report templates require at least the Comfort Device License or an equivalent Tablet License to use. |
8.2.1 Protocol template
In the report template profile, you can implement your newly designed report templates, and you have various configuration options. (see the following image)
The report template profile has the main features. For each report template profile, a name must be entered, and it must be unique. Description and remarks can be entered as per choice.
In the "Protocol" field, you need to enter the desired report template in HTML format. It could look like the following (see the next image).
Once you have made all the relevant settings, you can create the report template by clicking on "Save".
9. Quick Guide to the First Inspection.
You have read the instructions and now want to know how to quickly conduct your first inspection? For this purpose, we have created a Quick Guide for you, which covers the most important steps.
9.1 Anmelden
Log in to the app either locally or through the cloud.
9.2 Creating or Importing Procedures and Protocol Templates
First, you need to import the standard procedures and protocol templates from the software and test device manufacturer by activating the "Download" button in the Bluetooth Manager. See section "3. Bluetooth Manager" in this document.
Use the "Download" button in the Bluetooth Manager to import the latest procedures and protocol templates from your hardware manufacturer. The "Download" button will only be visible when you have connected the Remote Master App to a compatible testing device. For more details, refer to the "Important Notes about the 'Download' Button in the Bluetooth Manager" in Section "3. Bluetooth Manager" of the user manual.
9.3 Create a customer
Create a new customer record (see also "6.1 Creating Customers").
9.4 Create new node groups
Create one or more element groups in the selected area of categories, namely "Equipment," "Installations," "Objects," and for the chosen customer. In the "Element Group Profile" window, you can assign a name, a location identifier, a remark, and values in four additional custom fields to such an element group (see section 6.2.1).
9.5 Create a new node
Access the "Tree View" window (see the following image) by selecting the customer and the element group, then tapping the "hamburger" icon in the top-left corner of the dashboard or by swiping from the left edge of the screen to the right.
Next, create a new element by activating the plus symbol in the upper part of the window, depending on the selected element group, e.g., create a new mobile device to be tested, an installation device, or an object such as a fire extinguisher to be inspected.
Then, create a new location element by activating the other plus symbol in the lower part of the window, which opens the "Element Profile" window for you to fill out.
9.6 Performing an Inspection
If not done already, establish a Bluetooth connection with the testing device. Select an element that you want to inspect and choose a procedure. Then click on "Start New Inspection".
9.7 Creating / Outputting Reports
You can create reports in various ways:
Individual reports for specific elements through the inspection results.
Report generation through the tree view.
Report generation through the list view (see sections 9.7.3 and 6.3.3).
Generating reports for the entire group via the dashboard.
Reports can be created either with images and measurement data or without, depending on your preference.
9.7.1 Report Generation for Individual Elements
Inspection results in a single report:
Select the inspected element in the tree view and slide with the finger to the left/right on it or dubble tap it.
Then click on the print icon.
Click “File”
Choose the required template from the available options.
The protocol will be displayed to you as a PDF document, which you can now print, save, or edit as needed.
9.7.2 Protocol output via the list view:
In the list view, you can print individual protocols for each row by clicking on the printer icon. If the element in the tree structure contains sub-elements, you can expand the protocol to include the data of the linked sub-elements.
In the top row, where the filters are located, you can use the printer icon to generate protocols for all elements that appear in the filtered list.
There, you have the option to output the results of individual elements in separate PDFs in a ZIP archive or all together in a single PDF file.
9.7.3 Protokollausgabe der gesamten Gruppe über Dashboard
To generate the protocol for the entire group through the dashboard, navigate to the "Group Information" section and click on the "Print Protocol" button after opening the data for the desired customer and group.
There, you have the option to output the results of individual elements in separate PDFs within a ZIP archive or all together in a single PDF file.
With all the options mentioned above, you have the choice to output the protocol as an archive or a file. Here is a brief overview:
9.7.4 Protocol Output as Archive
Specify (File or Archive) whether you want to merge the results of individual elements into a single PDF file or have them in separate PDFs within a ZIP archive.
If you have generated individual protocols in a ZIP file as separate PDFs, you can reuse the already generated protocols and do not need to generate them again. This saves time!
Choose a protocol template to be used for the elements where no protocol template is specified in the master data.
If you want to use the selected protocol template and ignore the one specified in the master data, select the corresponding option here.
9.7.5 Protocol Output as File
When choosing to output all results of the selected elements in a single PDF file, the following applicable protocol types are available:
List Protocol
Attachment Protocol with or without Cover Page
Individual Protocols, all in one PDF file
Choose a protocol template suitable for generating the desired type of protocol. Only one protocol template can be used for the generation.
Congratulations, you have successfully completed your first inspection! :)
10. Settings (Cloud Appendix)
Wie bereits im Abschnitt "Dashboard" angesprochen, erreichen Sie die Einstellungen über das Zahnradsymbol in der rechten oberen Ecke. Anschließend werden Sie auf die Einstellungen-Seite weitergeleitet (siehe Bild).
Here, you have a wide range of settings options.
1 | Language | Choose your preferred language. |
2 | Theme | You can select between light and dark background. |
3 | Theme | You can set your preference for QR or barcode scanning. Regardless of this setting, both types can be scanned. It only changes the display in the element properties. |
4 | External devices licenses | Enter the name, serial number, and field ID of your test device here. |
5 | Server license | Under "Server license," you can enter your purchased license to fully utilize the cloud features. |
6 | Company Profile | Here, you manage the company profile associated with your user account. |
7 | User Profile | Here, you manage the user profile of the logged-in user. |
8 | Companies | You can invite external companies to your cloud. Create a company record, then create a user record in the "Users" section and assign them to the external company. |
9 | Users | Here, you can create users, assign user rights, and assign them to groups. |
10 | Groups | You can create groups, assign group rights, and assign users to groups. |
11 | Procedures | In the Procedure Designer, you can create, import, and export new test procedures for equipment, installations, and objects. |
12 | Protocols | In the Protocol Designer, you can create, import, and export new protocol templates. |
13 | Risk fields | Manage your Risk fields |
14 | Risk templates manager | In the Risk template manager, you can create, import, and export new risk templates. |
15 | Download link settings | Here, you can choose whether you want to download our standard protocols and procedures or not, and in which language they should be loaded. |
16 | Archive | Here, you can create a backup of currently loaded procedures, protocol templates, the currently created data structure, and SQLite database files, or initiate a restoration. |
11. Dashboard (Cloud Appendix)
The dashboard is the control center of the Remote-Master app. From here, you can access all the important settings and functions. On the following page, you will find an overview.
1 | Settings | In the settings menu, you have access to all the important configurations. |
2 | Fast scan | Here, you can perform a quick search using alphanumeric input or a QR/barcode scanner to find identifiers (IDs) stored in the database. |
3 | Load customer | If you have already created customers, they will be listed here. You can also create new customers from this section. |
4 | Export | Export the cloud database (sqlite) |
5 | Import | Import a database (sqlite) |
6 | Logout | By activating this button, you will log out from the cloud server. |
7 | History | The history displays the recently accessed customers along with their selected element groups. |
8 | Statistics | Statistics for the whole cloud / customer / node group |
1 | + Icon | The plus symbol under 1. is used to create new elements for the currently selected element group. |
2 | Device icon | Accessing the element groups stored under the selected customer (see section "6.2 Element Group Overview"). |
3 | Node | Here, the already created elements of the element groups are displayed. |
4 | + Icon | The plus symbol under 4. is used to create new element profiles for locations within the currently selected element group. (see image with the "Tree View" window on the previous page). |
5 | Location icon | Accessing the display for the element groups of the locations stored under the selected customer. |
6 | Node | Here, the already created location elements of the respective element groups are displayed. |
7 | Link | With this, it is possible to assign a location to a selected element, for example, a device, or create a link, meaning a connection between them. A tip: If you assign a location to an element of the "Arbeitsmittelknoten" type, the "Standort" field in all subsequently created elements for this "Arbeitsmittelknoten" will already contain this location. |
12. Customer Overview (Cloud Appendix)
In the customer overview, you can see the customers that have already been created. If there are no customers yet, the overview will be empty. Here, you can create new customers and edit existing ones.
1 | Search function | The search function allows you to search for specific customers that have already been created. |
2 | Created customer | By clicking on a customer's name, the element groups associated with that customer will be displayed. |
3 | Risk templates manager | Import / Export, select or create risk templates for the customer |
4 | merge customers | Merge the customer with an other customer |
5 | Export database | Export the customer sqlite database |
6 | Share Icon | Inspectors, users, and groups can be assigned to a customer. You can grant permissions and set an expiration date for these assignments. |
7 | Duplicate / Clone | Using this option, you can create a copy of a selected customer's record. You will be redirected to the customer profile window. |
8 | Locations | Here, you can view and create element groups for different locations associated with the customer. |
9 | Edit | If you need to make changes to a customer later, you can do so by clicking on the "Edit" button. |
10 | Delete | If you wish to remove a customer, you can do so using the delete icon. A pop-up window will appear, asking you to confirm the deletion. |
11 | Back | The "Back" button will take you back to the dashboard. |
12 | Create | With the "Create" button, you can create a new customer record. This will open an empty customer profile for you to fill out. |
12.1 Creating Customers (Cloud Supplement)
When you activate the "Create" button in the customer overview, an empty customer profile page will appear. The customer profile page is divided into "Main Features" and "Contact" sections (see image).
It is important for you to know that the "Name" field is a mandatory field and must be filled out. Otherwise, the "Create" button will remain unresponsive and in gray color. However, the name does not need to be unique, meaning you can create multiple customers with the same name, as the uniqueness is determined by the identifier (ID).
You have several options to generate an identifier (ID):
Leave the field empty, and the system will assign a unique identifier that has not been used before.
Enter an identifier (ID) using alphanumeric characters (at least 3 characters). You are free to use letters, numbers, or even special characters.
Use the scan symbol to capture an identifier from an existing QR/Barcode and use it.
13. Node groups(Cloud Appendix)
Die Elementgruppenübersicht gliedert sich in die Kategorien Arbeitsmittel, Installation und Objekte. Hier können Sie also die Arbeitsmittel, Installationen und Objekte der Kunden hinterlegen.
Das Wechseln der einzelnen Register-Reiter zeigt die bereits angelegten Elemente an. Um ein Element für die jeweilige Kategorie anzulegen, müssen Sie zuvor den Register-Reiter dieser Kategorie ausgewählt haben. (siehe Bild).
1 | Tab for Categories | Listed here are the categories: Devices, Installations, and Objects. |
2 | Search Function | You can use the search function to find existing elements. |
3 | Created element | By clicking on a created element, you will be redirected to the dashboard. |
4 | Export node group | Export the sqlite database of the note group |
5 | Share Icon | You can assign inspectors, users, and groups to a customer. You can also grant permissions and set an expiration date for these permissions. |
6 | Duplicate / Clone | This allows you to create a copy of a selected element group. You will be redirected to the Element Group Profile window. |
7 | Edit | If you need to make changes to the element group later on, you can do so by clicking the "Edit" button. |
8 | Delete | To remove an element, you can click on the delete icon. A pop-up window will appear, asking you to confirm the deletion. |
9 | Back | Clicking the "Back" button will take you back to the customer overview. |
10 | Create | With the "Create" button, you can create a new element group. This will open an empty Element Group Profile. |
13.1 Creating Element Groups (Cloud Appendix)
When you click on the "Create" button in the Element Group Overview, a blank Element Group Profile page will appear.
You can specify during the creation of the element group whether it should also be included in the Installation and/or Object group. This applies equivalently to all element group categories. However, this must be decided during the initial creation, as it cannot be changed afterwards.
It is important to note that the fields "Name" and "Location" are mandatory and must be filled out. Otherwise, the "Create" button will remain inactive and displayed in grey. The group names must be unique, meaning that each name must be different from all others. You can create multiple groups, but you need to ensure they have distinct names.
The "Location" field can be filled by clicking on the row and selecting from a dropdown list. To have options in the dropdown list, you need to have already created element groups for the locations under the respective customer. Otherwise, the dropdown list will be empty.