Shoreline mobile app user guide

Overview

The Shoreline Mobile App is your all-in-one field companion for wind energy operations. Built for technicians and field workers, it helps you manage work orders, track time, handle inventory, complete safety checklists, and work effectively—whether you’re online or offline.

Use the app to:

Execute and document work orders
Track and submit time accurately
Manage materials and inventory
Complete safety and quality checklists

Getting Around the App
Your Profile & Settings
Managing Daily Activities
Working with Work Orders
Time Tracking & Timesheets
Inventory Management
Checklists & Safety Procedures
Working Offline
Notifications
Frequently Asked Questions

1. Getting Around the App

The Shoreline Mobile App is organized into five main tabs, accessible from the bottom of the screen.

Main Navigation Tabs

📋 Activities

Your daily work overview.

View activities by date
Switch between My Activities and All Activities
Register time
Create new activities
Track progress

Quick actions

Tap + to create a new activity
Swipe left on an activity for quick actions
Use filters to focus on relevant work

⏰ Timesheets

Manage time reporting and approvals.

View all timesheets and statuses
Create new timesheets
Submit for approval
Edit drafts and rejected sheets

Timesheet statuses

Draft
Submitted
Approved
Rejected

🔧 Work Orders

Access and complete assigned work.

View assigned work orders
Follow step-by-step task flows
Complete checklists
Track materials and time
Update progress and status

🔔 Notifications

View important updates such as:

Work assignments
Schedule changes
Approvals
Safety alerts
System updates

👤 Profile

Manage your account.

View personal details
Adjust app settings
Sync data
Log out securely

2. Your Profile & Settings

Personal Information

Your profile includes:

Name and contact details
Employee or external ID
Role and permissions
Team and supervisor information

App Settings

Customize your experience:

Language settings (if available)
Sync behavior
Display preferences

Permissions

Permissions control what you can:

View
Edit
Create
Delete
Approve

If you lack access to a needed feature, contact your supervisor.

3. Managing Daily Activities

Activities represent the tasks and work periods you perform each day.

Viewing Activities

Navigate by date
Use Today to return to the current day
View personal, team, and work-order-related activities
See status, assigned personnel, and time logged

Creating an Activity

Create activities for unplanned work, travel, meetings, or admin tasks.

Steps

Tap + in the Activities tab
Enter activity name and details
Set date and time
Assign personnel
Save

Registering Time

You can track time in multiple ways:

Manual entry
Start/stop timers
Quick entries
Bulk entries

Best practices

Log time regularly
Be specific in descriptions
Include travel, setup, and interruptions
Review before submitting

Activity Statuses

Planned
In Progress
Completed
On Hold
Cancelled

Statuses can update automatically or manually.

4. Working with Work Orders

Work orders define structured jobs with clear requirements.

Work Order Contents

Description and priority
Schedule and location
Assigned personnel
Required tools and materials
Tasks and checklists
Safety procedures

Executing a Work Order

Before starting

Review instructions and safety requirements
Confirm materials and tools
Check assignments and deadlines

During work

Mark the work order as started
Complete tasks and checklists
Record time and material usage
Add notes and photos
Update progress regularly

Completion

Verify all tasks and checklists
Add final documentation
Set status to Completed
Submit for review

5. Time Tracking & Timesheets

What Are Timesheets?

Timesheets collect your time entries for:

Payroll
Projects
Billing
Compliance

Creating a Timesheet

Go to Timesheets
Tap +
Choose date range and personnel
Review and create

Managing Entries

Time entries matching criteria are added automatically
You can add or remove entries manually
Editing is allowed while in draft or unlocked rejected status

Approval Workflow

Draft
Submitted
Under Review
Approved
Rejected

If rejected, review comments, make corrections, and resubmit.

6. Inventory Management

Inventory Types

Consumables
Tools
Spare parts
Safety equipment

Each item includes quantity, location, unit, and tracking details.

Inventory Actions

Reserve materials in advance
Pick up reserved items
Record consumption during work
Return unused materials

Bill of Materials (BOM)

BOMs list required items for work orders.

Review before work
Reserve critical items
Track planned vs. actual usage

7. Checklists & Safety Procedures

Checklists ensure safe, compliant, and high-quality work.

Checklist Types

Safety
Quality
Procedures
Inspections
Handover

Completing a Checklist

Review the full checklist
Complete steps in order
Add required inputs (notes, values, photos)
Sign where required
Submit

Required items must be completed unless formally exempted.

Documentation

Take clear before, during, and after photos
Add detailed notes

8. Working Offline

The app supports offline work.

Works Offline

View downloaded data
Create activities
Register time
Complete checklists
Take photos
Record inventory usage

Requires Internet

First login
Downloading new assignments
Final submissions

Syncing

Syncs automatically when connected
Manual sync available in Profile
Conflict resolution prompts if needed

Best practice: Sync before leaving connected areas.

9. Notifications

This tab shows updates such as:

Work assignments and schedule changes
Timesheet approvals or rejections
Safety alerts and important announcements
System notifications about updates or maintenance

10. Frequently Asked Questions

Login Issues

Check internet connection and workspace URL. Contact your IT/admin if needed.

Missing Permissions

Review Profile → Permissions. Contact your supervisor.

Offline Data

All work is saved locally and syncs automatically when online.

Rejected Timesheets

Review comments, correct entries, and resubmit.

Safety Concerns

Stop work if unsafe. Document and report immediately.