Purpose

This article outlines the functionality of the 365Ops App, including how to access device information, manage inventory, and respond to device alerts.
 

Future Release Notice

Overview

The 365Ops app (365 Operator app) provides many features that Operators can use to manage their locations and devices. Some of these features include rebooting and syncing, checking device connectivity status, and more. 

This app also provides key functionality for some products. Devices such as the 365Beacon use this app in the self-provisioning process. 
 

Vision Smart Stores - Service Records, Planograms, and Flagged Transactions

Vision Smart Store devices have additional management features in the 365Ops app. These features allow Operators to view and edit planograms, create service records for the Vision Smart Store, and view/address flagged transactions.

Note: Some Vision Smart Store planograms are managed in a separate VMS. In some instances, the planogram is view-only in 365Ops and Vision Hub (for example, Parlevel VMS) to prevent overwriting the planogram, because the planogram was shared over VDI. If the edit planogram options are not available, make planogram changes in the VMS, and the changes will be synced automatically inside 365Ops.
 

Process

The 365Ops app can be downloaded from the App Store or Google Play Store.
 

Log In and Confirm Org/Location(s)

1. Open the 365Ops app and log in with ADM credentials.

   
2. At the bottom of the Dashboard, there is a navigation bar to reach different sections. Tap the filter icon to open up the Organization and Location selection page.
   
3. Ensure the correct Organization and Location(s) are selected from the dropdowns, then tap Done to confirm.
   

Dashboard

The Dashboard is the landing page after logging in. It is the Operator's starting point, summarizes what needs attention for the selected Org/Location, and links users into the relevant workflow.

The Dashboard is made up of:

•  sections with alerts and information: Hardware Issues, Transaction Issues to Review, and Operational Issues. 
   
• navigation bar on the bottom of the page: Dashboard, Transaction Issues, Devices, Restock, Global Products, and Other tools.
   

Hardware Issues

The Hardware Issues section shows HSA lockout , Connectivity, and the number of Active Devices within the Org and selected location(s).

• HSA Lockout: The number of HSA lockout issue alerts will display. 
  If there are any alerts, tap View all to go to the Devices page, which shows a summary of all the devices that are in HSA (Heat Safety Alert) Lockout. Please see the 365Ops - Device Management Guide [Future Release] Guide for more information.
   
• Connectivity: The number of alerts for connectivity issues will display. If there are any alerts, tap View all to go to the Devices page, which shows a summary of all the devices that are experiencing connectivity issues. Please see the 365Ops - Device Management Guide [Future Release] Guide for more information.
   
• Active Devices: Active Devices shows what percentage of devices are operational (active).
   

Transaction Issues to Review

Please Note: The Flagged Transactions tab is only visible to those with Vision Smart Stores kiosks and does not pertain to other kiosks. 

If applicable, the Flagged transactions tab will display as a label icon in the navigation bar at the bottom of the page. Tap the icon to reach the Transaction Issues to Review page. 

Transaction Issues to Review will also appear at the top of the Dashboard.

This page allows Operators to view flagged transactions, correct them against the planogram where appropriate, and send them to our system for review. For more information on Flagged Transactions, please see the 365Ops - Flagged Transactions Operator Guide [Future Release].
 

Operational Issues

The Operational Issues section shows the Empty planogram alert. 

Please Note: This alert is only visible to those with Vision Smart Stores and does not pertain to other kiosks.

Empty planogram: This will show brand new devices that haven't had a planogram yet, or planograms that were saved empty when there were previously products. The number of Vision Smart Stores without a planogram will display here. If there are any, tap Solve Now to reach the Devices page, showing a summary of all the devices with an empty planogram to resolve. Please see the 365Ops App - Device Management [Future Release] for more information.
 

Devices

The Devices tab will display as a device screen icon in the navigation bar at the bottom of the page. Tap the icon to reach the devices page to view relevant device information and manage those devices. 

For more information on the Devices page, please see the 365Ops - Device Management Guide [Future Release] Guide.
 

Restock

Please Note: Restock is only visible to those with Vision Smart Stores and does not pertain to other kiosks.

In the navigation bar at the bottom of the page, tap the ellipsis icon (3 horizontal dots), then Restock to reach the Restock page.

This page gives the option to unlock the Vision Smart Store, restock it, and view/edit the planogram during servicing. For more information, please see the Vision Smart Stores - Service Mode and Restocking Process [Future Release] Guide.
 

Global Products

In the navigation bar at the bottom of the page, tap the ellipsis icon (3 horizontal dots), then Global Products to reach the Global Products page.

This page shows the product catalog for the Org/Location(s).  Use the search bar at the top if needed to search for a specific product.

Tap a product to bring up relevant product information:

• Product image (or placeholder image icon if there is currently no picture for it).
• Take photo and Upload new photo buttons to add a new image to the product or change the existing one. Please Note: This only updates the product image in ADM, not for the planogram. Planogram images are updated in the planograms themselves.
• Scancodes
• Price
• Assigned locations

Other Tools

In the navigation bar at the bottom of the page, tap the ellipsis icon (3 horizontal dots), then Other tools to reach the Other tools page. 

The Other Tools page will show the following options: 

• Beacon Provisioning: Tap this option to provision a 365beacon. For more information on beacons and beacon self-provisioning, please see the 365Beacon Operator Guide [Future Release] and 365Beacon - Self-Provisioning Guide [Future Release].
   
• Inventory: Tap this option to redirect to 365MobileInventory.com. For more information on inventory, refer to the article: ADM - How to Use the Mobile Inventory App.
   
• Help Center: Tap this option to reach the Help Center with helpful guides and resources.
   
• Email Support: Tap this option to email the Support team.
   
• Account: Tap this option to see the user's account information.
   
• Logout Now: Tap this option to logout of the app.

Chat Support

Tap the chat bubble icon in the upper-right of the screen for live chat support. 

For more information on live chat, please reference the article Support Live Chat Guide [Future Release].