From the first login,to complete each round of inspections.

Enter from hereOpen APP → Login screen

Please use the same account you used to join the organization. Different login methods may correspond to different accounts. Don't create another one just because you can't find the task.

Operation steps

1. Click "Sign in with Google" provided on the screen; Apple sign in will appear on supported devices and environments. Select an account according to the login window and complete verification.
2. If the company provides an EZROUND account and password, expand "Advanced Options", enter the "Account" and "Password", and then click "Log In".
3. If you see "My Organization" after logging in, please select the organization you have joined, or follow the next section to apply to join. It is normal that there is no inspection function when the organization has not been selected.
4. If the screen asks to update the APP, first click "Update" to complete the store update, and then come back to log in.
5. When you have not joined or selected an organization, the bottom is "Personal Settings, My Organization, About", and My Organization is displayed by default. At this point, you can modify data, log out or view support directly from the bottom without having to search for "More".

How is it completed?

You can see your own organization and enter the homepage of that identity after selecting it.

Operation reminder

The password for Google/Apple login must be managed by the original login service; EZROUND does not provide password reset for such accounts.

More operation screens (1 status)

Enter from hereMy organization → Join organization

The "joining code" is the entry code provided by the company; after submitting the application, you still have to wait for the manager to review it.

Operation steps

1. Obtain the 8-digit "join code" from the organization administrator, or the organization's join QR code.
2. Click "Join Organization", enter the code and click "Send Application"; you can also click "Scan to Join QR" to allow the camera to be used and then align it with the image code.
3. After seeing "Application Sent", go back to "My Organization → My Applications" to check the status. Please contact the organization administrator pending review.
4. After approval, go back to "My Organization" to reorganize and click on the organization. If it has been returned, please clarify the reasons before applying again.

How is it completed?

The organization appears in the list, and you can see the authorized functions after switching.

Operation reminder

Don't mistake "application sent" as "joined". Joining codes and targeted invitation codes have different uses.

Enter from hereMy Organization → Organization Invitation

Companies can also directly invite registered accounts. There is no need to wait for joining review after accepting this invitation.

Operation steps

1. Log in with the account corresponding to the email you were invited to and open "Organization Invitation".
2. Check the organization name, inviter, role and invitation period to confirm that it is the company you want to join.
3. Click "Join" and switch back to "My Organization" when finished. If you do not accept, you can click "Reject" and confirm.
4. If the company provides another one-time invitation code, go to "Join organization → Join using invitation code", enter the invitation code and confirm; you need to use a designated email account.

How is it completed?

See the "Joined" message and be able to switch to the invited organization.

Operation reminder

Targeted invitations are pushed using the APP and no invitation letters will be sent. Even if you have not received the push, you can directly check the "Organization Invitation"; if it is expired or rejected, please ask the administrator to re-invite.

Enter from hereBottom navigation bar; upper left corner menu

The organization determines which company you work for, and the identity determines which set of operation portals are currently displayed. The owner is an additional organizational relationship, not a fourth switchable identity.

Operation steps

1. First check the organization name, name, identity and organization clock on the homepage to make sure you have not entered the wrong organization.
2. To change companies, open "My Organization" and click on the target organization; supervisors can enter from "More → My Organization" or click on the organization name in the menu in the upper left corner.
3. When you have multiple identities at the same time, open the menu in the upper left corner and select manager, supervisor or inspector in "Switch Identity". The switcher will not appear when there is only one identity.
4. The bottom of the inspector is "Overview, My Tasks, Scans, My Organization, and More"; the manager is "Overview, Inspection Records, Task Overview, My Organization, and More"; the fourth grid of the supervisor is the "Report Center".
5. Access other functions from "More". The return arrow in the upper left corner of the function page can go back to the previous page; if the list does not seem to be updated, use the page refresh or pull-down to update.

How is it completed?

The organization, identity and bottom entry are consistent with this work.

Operation reminder

Switching identities will not obtain new permissions for you; if there is no appropriate identity or factory, please ask the administrator to check the role assignment.

Enter from hereMore → "Adjust order" in the upper right corner

The position of the "More" function can be adjusted by yourself, so the manual is guided by the function name and does not require memorizing the number of cells.

Operation steps

1. Enter "More" and click "Adjust Order" in the upper right corner.
2. Drag the handle next to a feature to move frequently used items to the front.
3. Click "Save" to complete; if you need to restore, enter the adjustment mode and click "Restore Default".

How is it completed?

When you return to "More", the functions are arranged in the order you set.

Operation reminder

The arrangement of different identities is saved separately.

Enter from hereBottom "Overview"

The personal overview displays your own to-do and recent inspection results in a concentrated manner.

Operation steps

1. First check the organization and identity, and then see if the "to be supplemented" contains content requested by the supervisor.
2. Check "Today's Tasks" and "Overtime Tasks" and click on the card to enter the corresponding list.
3. Check "Pending Approval" to learn about the records that have been sent and are still waiting to be processed by the supervisor; the trend chart below shows the recent distribution of normal, abnormal and inapplicable.

How is it completed?

Know which tasks will be patrolled today and which ones need to be repaired first.

Operation reminder

The card numbers are examples and do not represent your organization's information.

Enter from here"My Tasks" at the bottom → click Tasks

A task may contain multiple devices. "5/8 points" on the list means that this task has 8 inspection points, 5 of which have been completed.

Operation steps

1. Open "My Tasks" and select the one you want to do this time based on the task name, factory, and deadline. If necessary, use the upper right corner to filter and select "All, Pending, In Progress, To Be Replenished".
2. Click on the task and check the task number, deadline, completion progress and equipment list.
3. After arriving at the scene, press "Scan Inspection Point" and then select NFC sensor or scan QR. For completed points, you can view the latest inspection record.
4. After completing one point, go back to the details, confirm the progress update, and then move on to the next point.

How is it completed?

Each inspection point in the task has results, and it is confirmed that there are no pending items.

Operation reminder

Point completion and supervisor approval are two different things; "all done" may still be waiting for approval.

Enter from here"Scan" at the bottom; or task details → Scan inspection points

Both NFC and QR tags can be used to identify devices. Please make sure your phone supports and has enabled it before using NFC; please allow camera permission before using QR.

Operation steps

1. Stand in front of the device you want to check, enter "Scan" and select the labeling method according to the screen. For NFC, please place your phone's sensing position close to the device label and stay for a moment; for QR, please place the complete image code within the scanning range of the camera.
2. Verify the device name after identification. If there is only one unfinished task assigned to you, you will be directed to the fill-in page; if there are multiple unfinished tasks assigned to you, select the correct one based on the task name and deadline.
3. If you enter the scan from a specific task, the system will check whether the device belongs to the task; if it does not match, please return to confirm the task and label.
4. If the NFC sensing fails, you can press "Sensor NFC" to try again; if the QR scanning fails, please check the camera permissions, light, focus, and image code integrity before trying again. The manual field is only applicable to NFC tag UID; the inspection QR tag must be scanned with the camera by pressing "Scan QR". Photo albums or manual input cannot be used to replace on-site scanning.

How is it completed?

The device name on the fill-in page is consistent with the field device.

Operation reminder

"Unfinished inspections that are not assigned to you" usually check the task assignment and completion status, but it does not mean that the NFC or QR tag is necessarily damaged. Recognizing the label does not mean that the task has been obtained. You must still check the equipment and tasks on the screen.

Enter from hereSuccessful identification of equipment → Inspection filling page

Different devices may use different forms. An asterisk * indicates required; fill in the fields according to the fields you see and the situation on site.

Operation steps

1. First confirm the device number and name, and then select "Normal, Abnormal, N/A". Generally, new inspections will not select Normal for you in advance.
2. Normal: Fill in values, options, text or dates according to the form. Exception: Also select the severity of "Normal, Important, Emergency" and fill in the exception description, such as location, phenomenon and handling taken.
3. Only select "N/A" if it is confirmed on-site that it is not applicable this time; this option will skip form field verification. Don't use it to skip unfinished checks.
4. When you need photos, select "Photography" or "Album" in the photo field; if you see the general "Photography Report" in the diagram in this section, press the camera plus sign first, and then select the photo source. Make sure the photos are clear and correspond to the device, and comply with the maximum number of photos in the field.
5. Complete all required fields shown in order and scroll down to the Submit button. If a field appears because the answer has changed, please complete it as well.
6. Click "Send Inspection" and wait for the results. If a prompt appears in the field, correct it before sending it; if it shows that the photo upload failed, the inspection record has been sent and only some photos were not successful. Prioritize "Retry Upload" to confirm that the photos are also successful and do not resubmit the entire inspection.

How is it completed?

You see "Sent" and there are no photo failure or pending synchronization prompts.

Operation reminder

The schematic diagram shows the partial screen after selecting an exception in the new inspection. The send button is at the bottom of the form. The return reason banner will only appear for replacement items. When the photo upload fails, the inspection record has been delivered. Selecting "Skip" will only give up the retry of this failed photo, and will not cancel the inspection record; those photos will not appear in the record.

More operation screens (1 status)

Enter from hereOverview → Pending items; or My tasks → Pending items

The supplement is to fill in the gaps pointed out by the supervisor and send it again to the supervisor for confirmation.

Operation steps

1. Start the task of parts to be replenished and click on the returned inspection point.
2. Read the "Reason for Return" above, such as missing photos or readings that need to be confirmed.
3. If the last record is read successfully, first check the answers, inspection results and exception descriptions brought in, and then make corrections on site; if not, you need to confirm and fill it out again. The photo needs to be taken or selected again, and the last photo will not be automatically used.
4. After sending, confirm success, and then check the record. Supervisors can review previously submitted and returned comments from the "Processing Process".

How is it completed?

The new submission has been sent and is waiting for re-approval by the supervisor.

Operation reminder

If a timeout prompt appears at the same time, you also need to fill in the reason for the re-recording; the replenishment and the re-recording may occur at the same time.

Enter from here"Task has expired - additional notes" appears when sending.

Make-up records are submitted after the deadline, and the actual reasons are retained for the supervisor to interpret, and overtime will not be turned into on-time completion.

Operation steps

1. Read the timeout prompt and check whether you selected the wrong task date.
2. If it is indeed this task, please fill in the specific reason for the re-recording, such as "There is no network on site, and it will be re-delivered after the connection is restored at 09:20."
3. Click "Send as add-on" and wait for the system to display that the submission is completed.
4. After sending, confirm that the record has a "remark" mark and the reason, and is waiting for approval by the supervisor.

How is it completed?

If the supplementary record is successful, the record will retain the task ownership date, sending time and reason.

Operation reminder

The task date of the report may be different from the actual delivery date; it is especially necessary to check when making up records across multiple days.

Enter from hereBottom "Overview"

Use the overview to find out what needs to be done, then click on the list to see the details.

Operation steps

1. View today's tasks, overdue tasks, exceptions and quantities to be approved; click on the corresponding card to view details.
2. In the inspection results area, switch to 7 days, 14 days or 30 days to view the trend; click on the date to view the record of that day.
3. In addition, managers can enter corresponding management functions from the factory, equipment and member cards to be reviewed.
4. Pay attention to the storage usage and file lock prompts; if the data does not seem to be updated, pull down and refresh.

How is it completed?

Corresponding tasks or inspection records can be found from the numbers.

Operation reminder

Abnormal reports are on-site results; sign-off is a confirmation record. Approval of the exception record does not mean that the equipment failure has been repaired.

Enter from hereOverview → Recent exception cards

Abnormal events are different from the number of submissions. Returns and replacements at the same inspection point should not be directly treated as multiple independent events.

Operation steps

1. Select the period you want to view in the overview, and then click the exception card to enter the list. The list is queried based on the period selected in the overview.
2. Check the equipment and factory, and read the inspection results and approval status separately; if there are multiple submissions, the number of submissions will be displayed.
3. Compare the task date and delivery time. The two may be different when the task is overdue.
4. Click on the event to view the inspection details and processing history, and confirm the reason for return, subsequent replacement parts and the latest results.

How is it completed?

It can explain the current results of this incident, the approval progress, and how it was handled before.

Operation reminder

Events that were once abnormal may appear normal after patching; you need to look at the process to understand the changes, and you cannot assume that there were no abnormalities just by looking at the latest label.

Enter from here"Task Overview" at the bottom → Dispatch tasks

For temporary inspection or trial patrol, a single task can be assigned first. Start by preparing the device, usable form, NFC or QR tag and inspector authorization.

Operation steps

1. Click "Dispatch Task" and enter a task name that can identify the work content, such as "Daily Inspection of Air Conditioning in the First Factory Area".
2. Select the factory and then select the dispatch object. If you do not specify it temporarily, you still need to confirm who will execute it after it is created. After changing the factory, the originally selected devices will be cleared and must be selected again.
3. Set a deadline; if it is not specified, it will be handled according to the organizational rules, and it cannot be understood to mean that it will never be overdue.
4. Check the equipment to be inspected this time, select at least one inspection point, and then send it for distribution.
5. Return to "Task Overview" to search for new tasks, confirm the number of equipment, assignees and deadlines; ask the inspector to reorganize "My Tasks" to confirm receipt.

How is it completed?

The new task appears in the overview, and the assignee can see the correct inspection point.

Operation reminder

The device list is loaded according to the factory range; if the device cannot be found, check the factory, device settings and permissions first.

Enter from hereMission overview → "⋯" on the right side of the mission

The overview can be searched by task number or name, and jobs can be filtered by status.

Operation steps

1. Search for tasks and select to be processed, in progress, completed, overdue, to be signed off, approved or to be supplemented as needed.
2. Click on the task or "View Inspection Point" to confirm which equipment has been completed and which still needs to be processed.
3. When you need to replace someone, click "Reassign" on the task menu and select the assignee; "Cancel Assign" will remove the current assignee.
4. If "Delete Task" appears, first check the name and confirmation message. Only qualified tasks such as inspection records that do not yet have inspection records can be deleted. Executed records should not be hidden by deletion.

How is it completed?

The list displays the new assignee or the updated status; after reassignment, please ask the new assignee to reorganize and confirm.

Operation reminder

Deletion is an irreversible operation. When there is an execution record, it will be processed according to the method allowed by the screen.

Enter from here"Inspection Record" at the bottom → pending approval → click record

Before signing, look at the content and photos, not just the "normal/abnormal" labels.

Operation steps

1. Select "Pending Approval" and click on the transaction to be processed.
2. Check the equipment, factory, tasks, inspectors and time; if there are any additional notes, read the reasons. Then check the filled-in content, abnormal description and photos.
3. When the content is sufficient and meets the company's requirements, click "Approval".
4. When you need to refill, click "Return", fill in the specific reasons, and then click "Confirm Return", for example, "Please take a new photo of the pressure gauge scale and re-confirm the outlet temperature."
5. Return to the list and switch to "Approved" or "Returned" to check the results; for multiple submissions, you can view the before and after details in the "Processing Process".

How is it completed?

The record is moved to the correct approval state; the returned inspection point can be filled by the inspector.

Operation reminder

When a photo appears locked, it does not mean it has been deleted; please clarify the shared space usage first to avoid approving it when there is insufficient evidence.

Enter from hereInspection record → awaiting approval → "Batch Approval" in the upper right corner

Records that have been confirmed one by one can be approved at once.

Operation steps

1. Click the batch approval icon in the upper right corner of the "Pending Approval" list to enter the selection mode.
2. Check the records that have been checked and check the number of records displayed in "Approval Selection".
3. Click "Approve Selection", check the number of transactions again in the confirmation window and confirm.
4. Check the number of successful and failed transactions; if some failed, reorganize and process the remaining records one by one.

How is it completed?

The selected records have been approved, or it is known which ones were unsuccessful.

Operation reminder

The batch success message may include the number of failed transactions. Don't just see "Approved" and ignore the second half. If you reorganize during the batch selection, the selection mode will exit and the check will be cleared; please re-enter the batch mode, check and select.

Enter from hereSupervisor: "Report Center" at the bottom; Manager: More → Report Center

CSV is suitable for opening and organizing with spreadsheet software; ISO PDF is a single inspection report.

Operation steps

1. On the "Query" tab, set "Date From, Date To, Result, Approval" and task/equipment keywords, and click "Query". Please note that the assignment date may be different from the assignment date. To cancel a certain date restriction, press and hold "Date From" or "Date To" to clear, and then press "Query".
2. Click the query result to see the inspection details. If the prompt only displays the first 200 transactions, the complete data needs to be exported using the background.
3. To export the list, click "Export CSV (Background)", write down the production job number, and switch to "Production Job" to view.
4. After the work shows "Complete", click "Download/Share" and select the save or open method in the sharing window of your phone. If it is still in production, it will be reorganized later.
5. To output a single PDF, return to "Query", click the "ISO PDF" icon to the right of the item, wait for it to be generated and save it from the sharing window.

How is it completed?

Get the file and open it to check the date, number of transactions or single transaction content.

Operation reminder

The APP's list export is CSV, not .xlsx directly. If the download link fails, reorganize it first; if the export fails or there is insufficient space, follow the prompts and try again.

Enter from hereReport Center → Production Work/Inquiry

First distinguish between production in progress, production failure and download failure to avoid repeated export.

Operation steps

1. When a job is displayed as being in production, reorganize and check the progress first, and do not create the same job continuously.
2. When a job fails, write down the job number and error message, check permissions and storage usage, and report to the administrator if necessary.
3. When it is completed but the download fails, the link may have expired; reorganize the task list and click "Download/Share" again.
4. When a single ISO PDF generation fails, the date, record and prompts are recorded. Let the manager confirm the production services and permissions; do not change the inspection results to try to repair them.

How is it completed?

The file was successfully opened, or sufficient information was provided for the administrator to trace the cause of the failure.

Operation reminder

If the mobile sharing window is canceled, it does not mean that the work has been deleted. You can go back to the completed work and download it again.

Enter from hereMore → Factory Organization

The site organization uses a tree structure to express the management scope, which also affects equipment ownership and member authorization.

Operation steps

1. Click "Add Root Node" and fill in the code, name and type. The type can be company, factory, region, floor or district.
2. Select "Add subnode" in the menu of the upper node and create the required range layer by layer, such as "Factory 1 → Area A → 2nd Floor".
3. Select "Edit" when you need to change the name; select "Move to..." when you want to change the affiliation, select the new upper level and confirm.
4. After saving, expand the tree list and check whether the device and the node to be used by the authorization are correct.

How is it completed?

The full management level appears in the list and can be selected in device and role assignments.

Operation reminder

Use "Move to..." on mobile phones to select the upper layer, not drag and move. A node cannot be deleted directly if it has child nodes or devices.

Enter from hereMore → Member Review

Application to join and targeted invitation share this entrance; the role and factory must be set during approval or invitation.

Operation steps

1. Check the name and account number in "Pending Application", click "Approve", select the inspector or supervisor, check at least one authorized site and confirm.
2. If the information does not match, click "Return". After confirmation, the other party needs to apply again.
3. To invite directly, click "Send Invitation", enter the other party's registered email, set the role, factory and validity days, and then send.
4. Ask the other party to go to "My Organization → Organization Invitation" to accept it. If the invitee or scope is wrong, the invitation that is still to be accepted will be revoked and resent.

How is it completed?

You can join after the application has been approved, or the invitation has been established and accepted by the other party.

Operation reminder

No letters will be sent for targeted invitations. When Email cannot find a registered account, use the add code instead; do not wait for emails repeatedly.

Enter from hereMore → Members → Select Members

A person can have multiple roles and different plant scopes. When the supervisor needs to visit the site for inspection, he still has to play the role of inspector.

Operation steps

1. Search for the account or name, open the member information, modify the required display name and contact information, and then click "Save Basic Information".
2. Click "Role Assignment", click "Assign Role", select the role and the required factory, and click "Confirm Assignment".
3. To remove an authorization, click Release for the role and scope and check the confirmation message.
4. Account passwords can be reset according to the screen; the email and password of Google/Apple accounts are managed by the login provider.
5. If the organization allows manual addition of members, you can create a new entry in the list and then set the role; if not, use a join code or directed invitation.

How is it completed?

The role list lists the correct identity and scope, and members can confirm the function after switching organizations again.

Operation reminder

Deactivating, deleting members, and removing roles affects access. Check the target first; "Delete members" is not the same operation as "Delete account" by the user.

Enter from hereMore → Members → Select Members

Role cancellation, account deactivation and member deletion are different operations. First confirm which level you need to adjust.

Operation steps

1. Search the account or name in the member list, open the person to be processed, and verify the identity.
2. Switch "Enable Account" to deactivate or restore; this switch directly saves the status and confirms the prompt and current status.
3. To reset the password of the account, click "Reset Password", enter a new password that meets the requirements and confirm; third-party login does not provide this operation.
4. When you are sure you need to delete a member, click "Delete Member", read the confirmation window and then click "OK"; when completed, return to the list and check again.

How is it completed?

The correct member's status has been updated, and the necessary roles and handoffs have been confirmed.

Operation reminder

The "Delete Member" screen is marked as soft deletion, which does not mean that the user has applied for permanent deletion of the personal account, nor can it be understood as deleting the historical inspection.

Enter from hereMore → Inspection Form Template → New Template

The template determines which items need to be filled in on site. It must be published first before the device category can select it as an inspection form.

Operation steps

1. Click "Add Template", check the suggested template code, enter a recognizable name, and click "Create Draft".
2. Enter "Edit Field", click "Add Field", fill in the field code and name, and select value, radio selection, check box, text, photo or date.
3. Set it as required and set the value range, text length or number of photos as needed; in the optional field, add the value and display text of each option.
4. When a condition field is required, set the basis field, condition and comparison value; for example, customize "Appearance Inspection" to select exceptions to display instructions. Follow the complete example settings in the next section, and then use the up and down movement buttons to adjust the order.
5. Click "Save Field", return to the template list and select "Publish", read the version prompts and confirm.

How is it completed?

The template shows the enabled status, and the device category can select this form.

Operation reminder

Although the APP currently lists the "Signature" field type, the handwritten signature operation has not yet been completed. Do not make this field required; supervisor approval/reject functionality is not restricted by this.

Enter from hereInspection form template → Draft → Edit field

Use a set of fillable examples to distinguish between "stored option values" and "text displayed on the screen".

Operation steps

1. Add a new radio field, fill in appearance for the code, and fill in "Appearance Check" for the name. Add two options: value ok/display text "normal"; value issue/display text "abnormal". Confirm the new field.
2. Add a new text field, fill in appearance_note for the code, and fill in "Appearance Abnormality Description" for the name. Set it as required according to work requirements.
3. Turn on the condition setting of this text field, select appearance according to the field, select "equal" for the condition, and fill in issue for the comparison value; instead of filling in the display text "abnormal". After confirmation, click "Save Field".
4. After the equipment is released and confirmed to use this template, it is used to test the inspection: no instructions will be displayed when the appearance inspection is normal; instructions will be displayed when abnormal is selected. When set to required, it must be filled in before sending.

How is it completed?

The display results of both answers are as expected, and the required checks are also in line with the settings.

Operation reminder

This is a custom form field and is different from the "Normal/Abnormal/N/A" inspection results at the top of the page. The field code must start with a lowercase letter, and can be followed by lowercase letters and underscores, and cannot be repeated.

Enter from hereInspection list template → Active template menu → Copy new version

Published and archived templates are read-only; modifications should be made with the new version.

Operation steps

1. Find the active template you want to adjust and select "Copy new version".
2. Open a new draft field, modify the content and "Save Field".
3. A new version will be released after verification; the confirmation prompt will indicate that the old version of the same code will be archived.
4. Check the form settings of the device category and individual devices, and actually enable the test inspection to confirm the new fields before starting to use them.

How is it completed?

New inspections are loaded into the expected form, and existing records can still be reviewed.

Operation reminder

Don't just publish and assume that all devices have adopted the new fields; devices may have specific forms specified. Before deactivating, confirm whether there are still device dependencies.

Enter from hereInspection form template → ⋯ of this template → Save

Archiving and creating a new version are different operations; first confirm which devices still use this template.

Operation steps

1. Check the template name, version and status. First check the device category and form settings of individual devices, and arrange the necessary replacement templates.
2. Open the template menu and click "Save", confirm that the name and version in the window are correct and then confirm. This option is no longer available for archived projects.
3. Confirm that the list status changes to Archived; when opening the field, it is read-only.
4. Check the available inspection schedules for the affected devices, and do not assume that archiving will automatically replace the schedules for all devices.

How is it completed?

The target version has been archived, and the device still has applicable forms for subsequent inspections.

Operation reminder

If an error occurs after pressing the button, handle it with the on-screen message; do not think of "save" as deleting historical inspection records.

Enter from hereMore → Equipment Category; More → Equipment Query

Default forms are set for device categories, and specific forms can be used for individual devices. When there is no form available, the inspector cannot fill it out.

Operation steps

1. The administrator first opens "Equipment Category → Add Category", fills in the code and name, selects the published inspection form and saves it.
2. Open "Device Query → Add Device", select the factory and device category, and fill in the device number, device name, location and status.
3. Confirm that the "Inspection Form" should inherit the category default, or select a template specific to this device and save it.
4. Search for a new device and open "Device Details" to check the data. When you need the device to recognize a photo, you can take a photo from the details or select an album to upload.
5. Then set the NFC or QR tag according to the site plan and try again to see if the inspection form can be loaded normally.

How is it completed?

The equipment can be found, the factory type and form are correct, and there is no "No inspection form available" prompt.

Operation reminder

Equipment photos are used to identify the equipment, while inspection photos are used to record the scene. The two have different purposes. Categories with devices cannot be deleted directly.

Enter from hereMore → Equipment categories

The category will provide a preset inspection list for the equipment. Check which equipment inherits it before making changes.

Operation steps

1. Select "Edit" of the category, check the category code, name and inspection form, and click "Save" when completed.
2. When you need to adjust the category status, use the enable or disable provided by the list menu to reconfirm the status.
3. To delete, select "Delete", check the category name and confirm. It cannot be deleted when there are devices under the category.
4. After modifying the default form, check the inherited categories and devices with dedicated forms respectively, and then arrange subsequent inspections.

How is it completed?

The category status and default form are correct, and the affected devices can be used normally.

Operation reminder

If there is no published template, the template will be published first; if the form option fails to load, it will be reloaded first, and it will not be inferred that the original settings have been deleted due to blank space.

Enter from hereEquipment Inquiry → Equipment Details → Photos

The photos here are used to identify equipment and are managed separately from the photos submitted for each inspection.

Operation steps

1. Search for and open the device, check the device number and name, and then view the photo area.
2. Click the photo thumbnail that can be displayed normally to open the large image; use two fingers to spread or pinch to zoom in or out. After zooming in, you can drag to view details. After reading the picture, click on the blank space outside the picture window to return to the device details; there is no close button for the large picture.
3. When you need to add a new photo, use the photo or album entrance. After selecting the photo, wait for it to be uploaded and confirmed to be displayed.
4. To remove unnecessary device photos, click the The × on the thumbnail is to delete the entry, not to close the large image.
5. If the photo shows a lock, it means that the original image cannot be viewed at the moment, but it does not mean that it has been deleted. Those with editing permissions can still press the × in the upper right corner of the lock and delete it after confirmation. When you can't see the original image and cannot identify it, check the photo first and don't delete it just to unlock it.
6. Confirm that the photo list is updated after the operation is completed. If the upload or deletion fails, read the error message, reopen the device details confirmation list, and then decide whether to try again; don't assume success just because you pressed the button.

How is it completed?

Photos of the correct equipment have been updated to retain the required identification images.

Operation reminder

Before deleting, confirm whether you need to save it separately. On-site photos in the inspection record should be viewed in the record and cannot be replaced by the equipment photos here.

Enter from hereMore → NFC tag test/tag binding/inspection tag

NFC tags should be tested for mobile phone compatibility first; QR tags can scan existing image codes, or be generated by the system and then shared and printed. Both tags must be bound to the device correctly, and only one inspection tag can be bound to the same device.

Operation steps

1. After turning on "NFC Tag Test", the APP will automatically try to sense, just bring the tag close to the phone without having to press it again. After getting the result, check the tag type, UID and platform support, and then click "Sense again" to compare whether the UID is consistent. If it shows that NFC is not available, first confirm that the device supports and enable NFC, and then press "Sensor Tag" to try again; when using it cross-platform, you need to check the same card with actual Android and iPhone.
2. Go to "Tag Binding" and select NFC or QR. For NFC, press "Induction NFC" to read the UID; for QR, press "Scan QR" to read the existing image code. You can also enter the confirmed NFC UID or QR content on the management screen and click "Analyze".
3. When it is not bound, click "Bind to device" to search for the unbound device and select it; you can also "add a device and bind it". After successful confirmation, check the bound device name.
4. If there is no existing QR, select the QR first, then click "System generates QR and bind" to select the device. After success, you can share the displayed QR tag as an image, then print it properly and paste it to the corresponding device.
5. To change to a new label, first parse the old label, select "Change Label" in the bound device area, and then select sensor NFC, scan QR, system-generated QR, or enter manually. Verify the new label with the device when completed, don't just replace the physical sticker.
6. "Tag Inspection" can search UID, QR code or device to view unbound, bound, disabled or lost; if necessary, select allowed status changes from the tag operation screen. Unbinding is handled separately in "Tag Binding".

How is it completed?

The correct device can be identified when scanning with an NFC sensor or QR camera on site, and the status of the old and new tags is as expected.

Operation reminder

Just because an Android can read it, it doesn't mean that an iPhone can also use the same NFC card; please use your on-site mobile phone to verify compatibility. For QR labels, it is necessary to confirm that the image code is complete, the printing is clear, and the lighting and installation position are suitable for camera scanning.

More operation screens (2 states)

Enter from hereMore → Inspection Tags

NFC shares inventory and state management with QR tags. First confirm the tag type, UID/QR code and bound device, and then process the status; restoration and label change are not the same.

Operation steps

1. Search for UID, QR code, device number or name, switching between All, Unbound, Bound, Disabled and Missing filters if necessary.
2. Open the label operation menu and use the currently provided "Deactivate, Lose, Restore" options. Available actions may differ for each label.
3. Check the UID and action in the confirmation window and click the action to confirm; if it is incorrect, cancel.
4. QR tags can be used to share a single image by clicking "Print" from the operation menu; "Export QR PDF" at the top of the page will filter and export all qualified QR tags based on the current search and status. NFC tags will not be included in the PDF.
5. Reorganize and check the new status; if you want to change to another entity label, go to "Label Binding" and use the label change.

How is it completed?

The status of the tag list conforms to the on-site conditions, and the device and NFC UID/QR code correspond correctly; the required QR image or PDF can be shared normally.

Operation reminder

When an action is not provided, other states cannot be forcibly applied; first confirm the current state and permissions. Printing or exporting QR only generates label files, which does not mean that on-site scanning has been completed.

Enter from hereMore → Schedule Distribution → Scheduling Rules

Scheduling is used to dispatch tasks repeatedly; after establishing the rules, you still need to confirm the preview and actual tasks.

Operation steps

1. Click "Add Schedule", fill in the schedule name, target type and distribution target, and select according to the target options provided on the screen.
2. Set the period: every N days every day, a specified week every week, a specified date every month, a specified month and day every year, working days, weekends or customized dates. You can choose "end of month" every month.
3. Fill in the "Completion period (N minutes after distribution)"; for example, 480 means 8 hours. Select the dispatch object, effective start and end, and activation status, and then click "Create Schedule".
4. Go back to the list and select "Next Distribution Preview" to check the date; if there is no preview, check the cycle and effective interval.
5. Switch to the "Calendar" to check the dispatch, holiday/factory break and make-up work marks; after dispatch, go to the "Task Overview" to check the actual assignee, inspection point and deadline.

How is it completed?

The preview date meets the company's needs, and expected tasks can be found on the distribution date.

Operation reminder

The basic definition of "working days" is Monday to Friday. Exceptions must be set for special holidays or make-up shifts. Deleting a schedule will not delete dispatched tasks.

Enter from hereScheduled dispatch → Rule list → Scheduled ⋯

Once created, the schedule still needs to be maintained; use Deactivate to pause, and Edit to change the rules.

Operation steps

1. Find the schedule and check the name. Click the whole column or menu "Edit" to adjust the required goal, cycle, deadline, effective interval or dispatch object, and then save.
2. To pause, select "Deactivate" from the schedule menu and confirm the success message and deactivation status; if you need to resume, select "Enable" and check the next distribution preview.
3. Select "Delete" when you are sure you no longer want to keep the rule, check the schedule name in the confirmation window and decide whether to confirm. Screen prompt: Already dispatched tasks will not be affected.
4. Go back to the list to reorganize the confirmation status; also go to the task overview to check whether the dispatched tasks still need to be reassigned or otherwise processed.

How is it completed?

The rule status is as expected and the preview of the enabled schedule is correct.

Operation reminder

Deactivation will send the status change directly; don't assume that there must be a second confirmation. After modifying the rules, you must also check the assigned tasks.

Enter from hereScheduled delivery → Exception day

Exception days supplement special working days that cannot be expressed in the general cycle.

Operation steps

1. Click "Add Exception Day", select the date, and fill in the name, such as "year-round study" or "make-up class."
2. Select the type "National holidays, factory holidays, make-up shifts" and specify the applicable sites; unselect a site to indicate all sites.
3. After adding it, go back to the calendar to check the mark, and then open the "Next Distribution Preview" of the affected schedule.
4. If the preview is different from expectations, first correct the settings and ask the administrator to confirm the rules. Do not assume that the task must have changed just because an exception day has been added.
5. To remove the created exception day, click the delete icon in this column, check the date and name and confirm. Recheck the calendar and distribution preview of the affected schedule to confirm the correction.

How is it completed?

The preview of the affected schedule meets the needs of holidays, factory breaks, or make-up shifts.

Operation reminder

How the exception days affect various cycles must be checked with actual preview; this manual does not write unchecked make-up shift combinations as fixed behaviors.

Enter from hereMore → Data import

Preview the data before importing it, and then confirm the writing; do not omit checking the error column.

Operation steps

1. Select the data to be imported according to the types provided on the page. Please follow the on-screen guidance to download the CSV template from the Web "Data Import"; if the Web is not enabled, please contact the administrator to obtain the correct template.
2. Fill in the data using UTF-8 CSV, delete the sample data in column 2 of the template, and save it.
3. Click "Select CSV and Preview" to check the total number of columns, valid columns, and error columns; the preview details only show the first 100 columns.
4. File preview can be re-selected after fixing the error. If you decide to import only valid rows, click "Confirm Import" to check the number of transactions and ignore the error row prompts.
5. After importing, check the success and failure details. If a member password is generated, properly record it and give it to the person before leaving the page. It is required to update it after logging in for the first time.

How is it completed?

The number of successful transactions is in line with expectations, and the information can be checked in the corresponding equipment or member list.

Operation reminder

The results may be partially successful. Confirm the imported items before retrying to avoid re-importing the entire file.

Enter from hereMore → Report Center → ISO Template

The ISO template adjusts the report title and presentation fields, and is not an inspection form template for on-site filling.

Operation steps

1. Click "New Template" and enter the name, ISO terms and report title.
2. Select the applicable equipment category; uncheck to indicate a general template.
3. Check the required header fields, whether to include dynamic form fields and whether to display the approval bar, and save.
4. Go back to "Query" to select a record of the applicable device, generate ISO PDF and open the verification page.

How is it completed?

Test that the title, fields, and approval information of the PDF meet the requirements.

Operation reminder

When there is no customized ISO template, the built-in default layout will be used; supervisors will not see the tab for managing templates.

Enter from hereMore → System Management

Notification rules determine which events should be notified to whom; APP push is also affected by device notification settings.

Operation steps

1. Go to "Notification Rules → Add Rule" and select inspection sending, inspection return or abnormal reporting events.
2. Select Email, site or push channel, then select the role, factory role, designated member or event party; fill in the roles/members required on the screen and add them.
3. To disable a certain notification, first check the rule and then follow the screen operation; after deleting it, events that match the rule will no longer be sent accordingly.
4. "System Parameters" only adjusts settings for which the purpose is understood. Click "Save All Settings" to confirm success; if one item is invalid, the entire batch may not be saved.
5. When you need to trace changes or login issues, go to "Operation Records" or "Login Records" and follow the search bar prompts to find relevant events and times.

How is it completed?

Rules and settings are saved; expected notifications and records are confirmed as a normal business operation.

Operation reminder

Don’t just rely on push notifications to arrange work; if you haven’t received it, you should also directly check the APP’s to-do list. Device rejection notifications and inconsistent recipients may affect reception.

Enter from hereMy organization → Create organization; Current organization "⋯" → Organization settings

If you already have a company organization, you should apply to join it and do not create another organization with the same name.

Operation steps

1. When you are sure you want to create a new organization, click "Create Organization", fill in the name and click "Create". Save the joining code displayed successfully.
2. Switch to this organization and open "Organization Settings" in the menu on the right of the current organization; ordinary members will not see this entrance.
3. Check or modify the organization name, time zone, and task deadlines. The organization's time zone affects the determination and scheduling of "today"; when no default deadline is set, the screen description indicates the end of the local day.
4. View the QR in "Join Code" or click "Copy Code" and provide it to colleagues who want to join. If you need to invalidate the old code, click "Reproduce code" and confirm, then provide a new code.

How is it completed?

The organization name, time zone and default deadline are correct, and members can apply to join with a valid code.

Operation reminder

After re-production, the old joining code will become invalid immediately. "Allow web page login" is the activation status information, and this page of the APP does not provide self-activation.

Enter from hereOrganization Settings → Dangerous Operations → Transfer Owner

The handover requires confirmation from the successor, and sending a request does not mean that the handover has been completed.

Operation steps

1. First confirm that the successor is already a member of the organization and check the name.
2. Click "Transfer Owner", select the successor member, and confirm sending the transfer request.
3. Please ask the other party to go to "My Organization → My Applications", check "Ownership Transfers Pending Confirmation", click "Accept" or "Reject" after reading the deadline and source.
4. After accepting, switch back to the organization and both parties will check the new owner badge and set permissions.

How is it completed?

The successor completes the acceptance and the organization displays the correct owner.

Operation reminder

The request has a time limit, please follow the on-screen prompts to complete the confirmation.

Enter from hereMy organization「⋯」→Leave the organization; Organization settings→Delete the organization

Leaving only affects your own membership; deleting an organization will affect all members and organization information, and the two cannot be mixed.

Operation steps

1. If you just want to exit, the non-owner should select "Leave Organization" in the organization menu, check the name and the description of the loss of permissions, and then decide whether to confirm.
2. When an owner wants to exit but retain the organization, the ownership transfer must be completed first.
3. Only enter "Organization Settings → Delete Organization" when you are sure that the entire organization is no longer in use, and first complete the data saving and transfer required by the company.
4. Read the grace days and permanent deletion time displayed in the confirmation window before deciding whether to confirm; if you need to cancel the deletion, follow the prompts and contact the platform administrator within the grace period.

How is it completed?

The operation results are consistent with the original purpose, and necessary dates and notifications are retained.

Operation reminder

After deleting the organization, members will lose access immediately; after the grace period specified on the screen, the data will be permanently deleted.

Enter from hereSelected organization: More → Personal Settings; Unselected organization: Bottom Personal Settings

The displayed name is easy for colleagues to identify; the account code cannot be changed by yourself.

Operation steps

1. Open "Personal Settings", check the account, modify the display name and required contact information, and then click "Save Basic Information".
2. If a user who logs in with an account wants to change the password, fill in the current password, the new password and re-enter the new password, and click "Update Password"; the new password must be at least 8 digits and contain alphanumeric characters as required on the screen.
3. Google/Apple logins have their emails and passwords managed by the original service, and the page will not provide the same password change operation.
4. To log out, first confirm that the content you are editing has been completed, then scroll to the bottom of personal settings and click "Log Out".

How is it completed?

Personal information is updated successfully, or you return to the login screen after logging out.

Operation reminder

To add an inspector or supervisor status, the administrator must adjust the role assignment. It cannot be changed from personal settings.

Enter from herePersonal settings → Dangerous operations → Delete account

Complete the organizational handover and save necessary data before deleting.

Operation steps

1. If you are still the owner of any organization, transfer ownership first or dispose of the organization as needed.
2. Confirm that all inspections, reports and attachments that need to be retained have been saved or handed over.
3. Click "Delete Account", read the grace days, immediate logout and data range listed in the confirmation window, and then decide whether to click "Confirm Delete".
4. If you change your decision within the grace period, submit a cancellation request through "Contact Us".

How is it completed?

See the message that your account has been deleted and log out. Know the grace period and contact information.

Operation reminder

Inspection records left within the organization belong to the organization and will not be deleted when a personal account is deleted.

Enter from hereSelected organizations: More → About; Unselected organizations: Bottom About

Providing specific screens and information when reporting a problem makes it easier to find the cause than just saying "it doesn't work."

Operation steps

1. Open "About" to check the version information, and make a note of the APP version and the mobile phone system used.
2. Record the current organization, identity, operation entrance, occurrence time and complete error message; it can provide a screen with masked private information.
3. Open "Privacy Policy, Terms of Use, Contact Us" if necessary; if the APP cannot be opened inline, follow the prompts and use the browser.
4. Make sure it does not contain passwords, verification codes or other people's unnecessary personal data before sending it to support.

How is it completed?

Support staff can reproduce or find problems based on version, entry, and message.

Operation reminder

The text of this manual has been checked according to the program of APP 1.1.9+19; the schematic diagram is still rebuilt according to APP 0.1.15+15, the date is 2026-09-11, and has not been updated picture by picture. This is not a real-life verification; fonts, spacing, and mobile system windows may still be different.

Enter from hereOverview → Update reminder; mobile notification → EZROUND

Identify the two platform operations based on the function name; the mobile system dialog box and the store layout are not necessarily the same.

Operation steps

1. Click "Update" when "There is a new version available to update" appears in the overview; if "Please update the app first" appears during startup, complete the update before continuing.
2. After pressing "Update" on Android, it will first try to update within the APP; if it cannot be started, the store page will be opened instead. For iPhone/iPad, open the provided store link and follow the phone prompts.
3. If the store link cannot be opened, you can go to Google Play for Android or go to the App Store for iPhone/iPad to search for "EZROUND" updates. After completion, go to "About" to check the version.
4. Click on it after receiving the notification; if you have not logged in yet, log in with the correct account first, and then check the corresponding records, organization invitations or application status.
5. If the project is still not found after entering the notification page, please check the current organization and role first. If you have not received the push notification, you can also check it from the to-do or invitation list in the APP.

How is it completed?

The version has been confirmed; notification related matters have been found and processed in the APP.

Operation reminder

This chapter does not imitate the Apple/Google login system window; please follow the actual prompts on your phone.

More operation screens (1 status)