03. Settings

Introduction

Logging out and troubleshooting options can be found in the Settings menu.

 

The following high level topics will be covered in this article:

• A. Logs
  
  • i. Enabling Logs: Stores a log of all user activity in TaroWorks.
  • ii. Send Logs: Send activity logs to TaroWorks support via email.
  • iii. Clear Logs: Clear all logs over 7 days old to free up device space.
  • iv. Send Backups: Send latest backups to TaroWorks support via email.
  • v. Clear Backups: Clear all backups over 7 days to free up device space.
• B. Sync Result: The message that was displayed to you after your last sync.
• C. Redownload Jobs: If there was a problem during Sync, some jobs may not have downloaded correctly. Press continue to download all the jobs again. You must have an internet connection to do this.
• D. Security
  • i. Enablement: Shows the options to enable PIN code and Fingerprint.
  • ii. Locking: Locks a device incase it remains idle for a long time. 
  • iii. Update: Enables change of PIN code and Fingerprint. 
  • iv. Disable: Allows Mobile Users to disable PIN code and Fingerprint. 
  • v. Logging out: Wipes out application locking settings incase a Mobile User logs out and another user logs in.
  • vi. Locked Out: Locks out a Mobile User incase of 5 failed attempts of PIN code or Fingerprint. 
• E. About Application: Shows the version of TaroWorks installed in device.
• F. Log Out: All remaining data will be deleted if new user logs in after you are logged out. Please make sure you have marked all finished Jobs as Complete and synced them into Salesforce before logging out.

A. Logs

A log file is a file that records mobile user activity that occurs in the TaroWorks App. Log files are encrypted so they are secure. They can only be decrypted by TaroWorks support through a request by the administrator. A typical log file will contain device information and any errors that may appear on mobile device when interacting with TaroWorks. The log is used to diagnose any challenges mobile users may be facing.

 i. Enabling Logs

When you enable logs, the app records the events taking place in TaroWorks for troubleshooting. If logs are not enabled, the activity won't be captured and it may make diagnosing issues a challenge.

To enable logs:

1. When you log into TaroWorks, you will be prompted to enable Logs.
2. When you click OK, it will take you to the settings page. 
3. Check the box next to Record Logs on Device.
4. From this point forward, activities will be captured in Logs for troubleshooting.
5. You can log can click back at the top left or use the native back button to exit.

. ii. Send Logs

If you've run into an issue, your administrator may request that you send them the Logs from your device. Logs do not contain any data collected and are encrypted. If logs were not enabled, you'd have to first enable logs and reproduce the issue you're facing in order for the logs to be useful to your administrator.

To send logs:

1. From the TaroWorks home page click Settings.
2. Click Logs.
3. Click Send Logs.
4. Your default email application will open a draft email to TaroWorks Support with the encrypted log file attached.
5. In the body of the email, include the name of your organization, the error message you're facing, and steps to reproduce the error. Any screenshots containing the full error message could also prove useful in resolving your issue.
6. Click Send. (TaroWorks will need to decrypt the logs for your administrator.)

iii. Clear Logs

To periodically remove old logs and free space on the device, you can clear logs older than 7 days:

1. From the TaroWorks home page, click Settings.
2. Click Logs.
3. Click Clear Logs.
4. You can review when the logs were last cleared and the space that will be freed. To continue, click Clear Logs.
5. If you'd like to clear cache or any previous data follow these steps on how to clear app data.

 iv. Send Backups

When you send backups, this sends the logs and the encrypted Jobs data on the device to TaroWorks Support. This maybe useful when there has been an error on the Form preventing the data to be synced into Salesforce.

To send backups:

1. Click Send Backups.
2. Your default email app will open a draft email to TaroWorks Support with the encrypted backup file attached.
3. In the body of the email include the name of your organization, describe the issue faced, and steps to reproduce the issue.
4. Click Send. (Support will decrypt the files and share with your TaroWorks administrator.)

To periodically remove old logs and free space on the device, you can clear Backups older than 7 days.

1. Click Logs.
2. Click Clear Backups.
3. You can review when the Backups were last cleared and the space that will be freed. To continue, click Clear Backups.
4. If you'd like to clear cache or any previous data follow these steps on how to clear app data.

B . Sync Results

Sync results give information on the what has been synced during the last sync. Here's an example of sync results.

1. Go to Jobs.
2. Select the job you are prompted with whether to start a new job or access saved jobs.
3. Select saved jobs. Click Synced Jobs tab as shown below.

C . Redownload Jobs

Redownload Jobs is useful when you want to refresh the data on your device from Salesforce, without sending data into Salesforce.

To Redownload Jobs:

1. From the TaroWorks home page, click Settings.
2. Click Redownload Jobs.
3. Click Continue on this screen.

D Security

This shows an option to enable PIN code and Fingerprint to prevent unauthorized access to the TaroWorks Application. This feature protects unsynced Job data in the event of theft or if the device is shared with family members.

 i. Enablement

Enabling security settings ensures that only authorized TaroWorks Mobile User is accessing the TaroWorks Application and its data. There are two ways to enable security:

NOTE: These two are disabled by default.

Enabling PIN:

1. When you log into TaroWorks, click Settings.
   
   
2. Go to Security.
   
   
3. On PIN, toggle to enable PIN code.
   
   
4. This opens up a screen to create a 4-digit PIN.
   
   
5. Enter your preferred PIN code and click Next.
   
   
6. Confirm your 4-digit PIN and click Next.
   
   
7. PIN is enabled.
   

Enabling Fingerprint:

1. When you log into TaroWorks, click Settings.
   
2. Go to Security.
   
   
3. On Fingerprint, toggle to enable Fingerprint.
   
   
4. This opens up a screen to enter your 4-digit PIN.
   
   
5. Fingerprint is enabled.
   
   

 ii. Locking

Application locking is initiated when the device remains idle for a long time as well as when a mobile user navigates away from the TaroWorks Application.

iii. Update

This functionality helps mobile users incase they want to change their PIN code or Fingerprint. To

change the PIN, the Mobile User must disable and re-enable PIN locking. When the PIN is re-enabled it is as if it is being set for the first time and hence, no previous PINS are remembered.

To change Fingerprint, this is managed in the mobile user's android settings. You can also add or remove fingerprints from your device.

iv. Disable

Allows Mobile users to disable their PIN code or Fingerprint from the security menu.

Disabling PIN:

1. When you log into TaroWorks, click Settings.
   
   
2. Go to Security.
   
   
3. On PIN, toggle to disable PIN code.
   
   
4. This opens up a screen to confirm your existing PIN 4-digit PIN.
   
   
5. If the PIN is incorrect, throws an error, vibrates and resets entry. If the PIN matches, the mobile user is returned to the Security Menu with PIN disabled.
   

Disabling Fingerprint:

1. When you log into TaroWorks, click Settings.
2. Go to Security.
3. On Fingerprint, toggle to disable Fingerprint.
   
   
4. This opens up a screen to confirm your existing PIN 4-digit PIN.
   
   
5. If the PIN is incorrect, throws an error, vibrates and resets entry. If the PIN matches, the mobile user is returned to the Security Menu with Fingerprint disabled.
   

v. Logging out

Application locking settings like the 4-Digit Pin and Fingerprint settings are treated the same as application data. If the same user logs in after logging out, the application locking settings remain the same. However, if a new TaroWorks Mobile User login into the application, data from previous users is removed. This means the TaroWorks application locking security settings are also removed.

NOTE: Removing the application locking settings does not affect Android settings and any previously stored fingerprints would continue separately.

vi. Locked out

This setting locks out a mobile user incase of 5 failed attempts of PIN code or Fingerprint.

At the 4th failed attempt, the user is notified that they will be automatically locked out with another failed attempt.

After 5 failed attempts, an error is displayed, "5 incorrect attempts. Try again later." with a 5 minutes live countdown timer.

Note: If the user tries to access the application again in less than 5 minutes, the error continues to display. After 5 minutes the Mobile User is prompted to provide PIN/Fingerprint failure to which count resets. 

E . About Application

About Application gives information on which version of TaroWorks you are running, which may be requested when troubleshooting with your administrator.

 

F . Log Out

Every mobile user has a unique username. In order for another user to use the same device, the logged in user needs to log out. A Sync will be performed on logout, but any Jobs that were not marked complete will not be synced into Salesforce and will be lost when the new mobile user logs in. Internet is required for a user to logout.

To logout:

1. From the TaroWorks home page click Settings.
2. Click on Log Out.
3. Click Continue to proceed with logging out.
4. After logout, the login page will appear.