LESSON INFO

Audience

  • End users who need to find and switch Scanner App workflows quickly
  • Supervisors supporting consistent Scanner App usage across a team
  • Facility admins onboarding new Scanner App users (login + facility selection)

Prerequisites

  • Your device has been set up to the correct Themis Trace instance.
  • (If your site uses it)You have Themis Trace Scanner App access.
  • You know which facility you are working in.

Skills you’ll build

  • You can log in and reach the Scanner App Main Menu Grid.
  • You can switch workflows using the Menu Drawer from within a workflow.
  • You can use grid search and filtering patterns in the web app (search row, query builder).

LESSON OUTLINE

Concepts

  • The Scanner App runs on Android
    • Users should remember they have access to the back-swipe gesture as implemented on all contemporary Android devices. This allows users to navigate out of the wrong screen or menu with greater speed.
  • Navigation patterns in web app grids
    • Grids & columns contain a Search Bar.
    • Grids expose a Query Builder for multi-clause filtering.
  • Navigation patterns in the Scanner App
    • Main Menu Grid is the primary entry point.
    • Menu Drawer lets you switch workflows without returning to the Main Menu.
    • User icon menu provides User Settings and Logout.

Minimum viable setup

  • Scanner App: confirm instance is set (admin setup)
    1. Launch the Scanner App.
    2. If you see a Setup screen, use the setup barcode to configure the correct instance.
    3. Confirm you can reach the Splash Screen, then the Login Screen.
  • Scanner App: log in with the right facility
    1. From the Login Screen, select Facility if the field is visible.
      • If only one facility exists in the instance, the facility field may be hidden.
    2. Enter your Username.
    3. Enter Password.
    4. Select Login.
    5. Confirm you reach the Main Menu Grid.

Safe edits

  • Web app (grids): filter without changing data
    1. In any main grid, open the Search Row (where available).
    2. Use the Filter Editor (Query Builder) to build a read-only filter.
    3. Apply the filter.
    4. Clear the filter to return to the initial view.
  • Switch workflows without losing your place (Scanner App)
    1. From the Main Menu Grid, open any workflow.
    2. Tap the Themis-Trace logo in the top bar.
    3. Confirm the Menu Drawer opens from the bottom.
    4. Select a different workflow.
    5. Tap outside the drawer to close it (if you opened it by accident).
  • Use the User menu safely
    1. Tap the User icon.
    2. Confirm you can see:
      • User Settings
      • Logout
    3. Use Logout when ending shared-device sessions.

Success Criteria

  • Web app grid navigation (filtering)
    • You can open the grid Search Row (if available).
    • You can apply a Query Builder filter.
    • You can clear the filter and confirm the grid returns to the initial view.
  • Scanner App navigation
    • You can log in successfully and reach the Main Menu Grid.
    • You can open a workflow, open the Menu Drawer via the logo, and switch workflows.
    • You can open the User icon menu and see User Settings and Logout.

COMMON ISSUES

    • Likely cause

      • Your access level does not include that workflow.

    • Checks

      • Confirm whether your permissions are sufficient to access the desired workflow.

      • Compare which workflows are visible on your device.

    • Fix

      • Request access from an admin if you need that workflow.

    • Likely cause

      • The workflow screen is not implementing the menu drawer pattern.

      • The tap target is being missed.

    • Checks

      • Tap the Themis-Trace logo in the top bar (not the user icon).

    • Fix

      • Return to the Main Menu Grid and re-open the workflow.

    • Symptoms

      • The Search Row is not visible.

      • The Query Builder is not available.

    • Likely cause

      • The grid’s Search Row is hidden by default.

      • The page does not expose the query builder.

      • Your role does not have access to the screen.

    • Checks

      • Look for the grid Search icon (opens the Search Row).

      • Look for the grid Filter icon (opens the Query Builder).

    • Fix

      • Open Search Row using the Search icon.

      • Open Query Builder using the Filter icon.

      • Request access if you cannot reach the screen.