Walkthrough App
The Walkthrough app guides users through step-by-step procedures combining instructional content and action confirmation. It is designed for processes that must be followed in a specific way — equipment commissioning, system allocation, image-guided procedures, and any task where the user needs to both reference guidance and record what they did.
📌 Intended audience: The Walkthrough app is designed for sales teams and inspection app technical personnel who need to deliver guided, documented procedures in the field or during customer engagements.
🆚 How Walkthroughs Differ from Other Task Apps
| Walkthrough | Audit | Inspection | Survey | |
|---|---|---|---|---|
| Purpose | Quick observation | Document installed assets | Assess equipment condition | Evaluate compliance |
| Structure | Informal | Structured asset capture | Checklist-driven | Formal engineering |
| Depth / Duration | Low · 15–45 min | Medium · 2–6 hrs | Medium–High · 1–4 hrs | High · 1–3 days |
| Data captured | Photos, notes | Serial numbers, config | Condition measurements | Engineering analysis |
| Outputs | Visit notes, leads | Asset registry | Inspection report | Engineering audit report |
| Typical trigger | Sales visit or service stop | Onboarding new plant | Maintenance schedule | Performance project |
📊 Dashboard — Status Tiles
Three summary charts at the top give you an immediate view of all walkthrough activity.
Walkthrough Status Summary
| Status | Color | Meaning |
|---|---|---|
| Due | 🔴 Pink | Walkthrough is assigned and waiting to be started |
| In-Progress | 🟠 Orange | Started but not yet submitted |
| Complete | 🟢 Green | Submitted and report generated |
Walkthrough Report Status Summary
| Status | Color | Meaning |
|---|---|---|
| Pass | 🟢 Green | All mandatory steps completed and validation rules met |
| Fail | 🔴 Pink | One or more mandatory steps failed or were not completed |
Walkthrough Template Status Summary
| Status | Color | Meaning |
|---|---|---|
| Active | 🟢 Green | Template is available for new walkthroughs |
| InActive | 🟠 Orange | Template has been deactivated |
📋 The Walkthrough List
Organized into three tabs — each showing a different stage of the walkthrough lifecycle.
START NEW Tab
Lists all available walkthrough templates.
| Column | Description |
|---|---|
| Walkthrough ID# | The template reference identifier |
| Walkthrough Title | Name of the walkthrough or procedure |
| Tags | Category labels (e.g., Test, Allocation, Level 5, Efficiency, Mobile) |
| Allocated To | Whether this template applies to assets, systems, or model families |
| Create Date | When the template was created |
| Report Status | N/A until a walkthrough is started from this template |
| Action | Start a new walkthrough from this template |
IN-PROGRESS Tab
Lists all walkthroughs that have been started but not yet submitted.
| Column | Description |
|---|---|
| Walkthrough ID# | Template reference |
| Walkthrough Title | Name of the walkthrough |
| Label | Unique instance identifier, prefixed WLK- |
| Tags | Category labels |
| Status | In-Progress badge |
| Assigned To | The user responsible for completing this walkthrough |
| Allocated To | The specific asset, system, or model family this instance is linked to |
| Start Date | When this instance was started |
| Report Status | N/A until complete |
| Action | Resume (▶) or Delete |
COMPLETED Tab
Lists all finished walkthroughs with their final outcomes.
| Column | Description |
|---|---|
| Walkthrough ID# | Template reference |
| Walkthrough Title | Name of the walkthrough |
| Label | Unique instance identifier |
| Tags | Category labels |
| Status | Complete badge |
| Assigned To | User who completed the walkthrough |
| Allocated To | The asset, system, or model family walked through |
| Completed On | Date and time of submission |
| Report Status | ✅ Pass or 🔴 Fail |
| Action | View report (👁), Repeat (🔁), or Delete |
Available tools on all tabs: Search · Filter · Toggle between grid and list views · Request Data to export
▶️ Starting a Walkthrough
Click the Start action icon on any template row in the START NEW tab. A confirmation dialog appears:
| Element | Description |
|---|---|
| Confirms the start date | Today's date is shown |
| Walkthrough title | The name of the procedure being started |
| Label | Auto-generated WLK- reference — editable if needed |
| Allocation | Asks whether this walkthrough is for an Asset, System, or Model Family |
| START button | Confirms and opens the walkthrough immediately |
The walkthrough opens immediately and appears in the IN-PROGRESS tab.
✅ Completing a Walkthrough
Once inside a walkthrough, the interface is split into two panels.
Left panel — the full walkthrough structure showing all groups and steps. Expand a group to see its individual steps. Your current step is highlighted.
Right panel — the active step's input area. The step title is shown at the top, along with a Show Instructions link for detailed guidance if configured.
Step Navigation
- Click any group or step in the left panel to jump to it directly.
- Use Back and Save & Add Another / Save & Next buttons to move through steps sequentially.
- The step counter (e.g., 1 / 3) shows progress through the current group.
Action Buttons Per Step
| Icon | Function |
|---|---|
| 🚩 Flag | Mark this step for follow-up or attention |
| 📷 Camera | Capture a photo directly from this step |
| 🖼 Image | Attach an existing image |
| ⏭️ Skip | Skip this step (if not mandatory) |
Input Types
Walkthroughs support a full range of input types. The most common in walkthrough templates are:
| Input | Typical Use in Walkthroughs |
|---|---|
| Upload Document | Capture photo evidence of a completed step (e.g., equipment photo, installation confirmation) |
| Show Instructions | Display guidance text, diagrams, or reference images inline as part of a step |
| Show Video | Embed a how-to video before a confirmation step |
| Show Image | Reference photo showing correct configuration or component location |
| Text / Number | Record a value, serial number, reading, or identifier |
| Yes / No | Confirm whether a condition or action applies |
| Pass / Fail / NA | Record the result of a specific test or check |
Saving Progress
Progress is saved each time you complete a step. If you exit and return, the walkthrough resumes at your last position. Use Save & Add Another when a step requires multiple entries for the same input type (e.g., uploading multiple photos for the same step).
📄 PDF Form Walkthroughs
Some walkthrough templates are built on fillable PDF forms rather than step-by-step inputs. These open in a built-in document viewer — a full work order, field service report, or structured form that is filled in directly on screen.
How it works:
- The PDF opens in the built-in viewer with any pre-configured default values already filled in (customer name, equipment model, site details, etc.).
- Complete the form fields directly in the browser.
- Save Changes preserves progress and keeps the walkthrough In-Progress for later.
- Save & Finish locks the form, generates a non-editable PDF, and marks the walkthrough Complete.
- The completed PDF is stored permanently and can be viewed or downloaded at any time from the report.
💡 PDF walkthroughs are ideal for field service reports, work orders, and manufacturer start-up forms — any situation where the final deliverable must be a specific document format rather than a data record.
📊 Walkthrough Reports
When a walkthrough is completed, a full report is generated. Click the 👁 View icon on any completed row to open it.
Report Header Panels
Model Families / Asset Information — depending on whether the walkthrough was allocated to an asset or a model family, this panel shows the relevant context: asset name, description, make, and model year — or asset name, serial number, owner, and model.
Summary
| Field | Description |
|---|---|
| Title | The walkthrough template name |
| Type | Walkthrough |
| Tags | Labels applied to this instance |
| Description | Template description |
| Status | Complete |
Report Status
| Field | Description |
|---|---|
| Start Date | When the walkthrough was started |
| End Date | The template's configured end date |
| Completed On | When the technician submitted the final step |
| Report Status | ✅ Pass or 🔴 Fail |
For standard step-based walkthroughs, all step responses are displayed below the header. For PDF walkthroughs, the completed PDF is rendered directly in the report viewer.
Report Actions
| Action | Function |
|---|---|
| Download PDF | Download the full report — or the completed form PDF for PDF-based walkthroughs |
🔁 Repeating a Walkthrough
Click the 🔁 Repeat icon on any completed walkthrough row to create a fresh instance from the same template. The original completed record is preserved and the new instance starts immediately.
📌 Each completed instance can only generate one repeat. Repeat is particularly useful for walkthroughs that are run on multiple assets using the same procedure — start a new repeat for each additional asset rather than re-enrolling from the START NEW tab each time.
🔄 Common Workflows
Workflow 1 — Guided Equipment Commissioning
- Open the Walkthrough app → START NEW tab.
- Find the commissioning template by title or tag.
- Click Start → confirm the label and select the target asset or system.
- Work through each step: review embedded instructions or reference images, upload photos confirming each phase of installation, and enter readings or identifiers where required.
- Click Save & Next after each step.
- Submit when all steps are complete.
✅ Result: A fully documented commissioning record — timestamped, linked to the asset, and downloadable as a PDF — created in the field without any paper forms.
Workflow 2 — Completing a PDF Work Order
- Open the Walkthrough app → START NEW tab.
- Find the PDF-based work order or field service report template.
- Click Start → confirm the label and allocate to the relevant asset or model family.
- The PDF form opens in the built-in viewer with pre-filled default values.
- Complete all form fields directly on screen.
- Click Save Changes to save progress if needed, or Save & Finish to submit.
- The completed PDF is stored and the walkthrough moves to Completed.
✅ Result: The completed work order is stored in the platform and downloadable as a PDF — no paper forms, no separate document management required.
Workflow 3 — Running the Same Walkthrough Across Multiple Assets
- Complete the walkthrough on the first asset → it moves to Completed.
- Click 🔁 Repeat to create a new instance.
- In the start dialog, select the next asset from the dropdown.
- Complete the walkthrough for that asset.
- Repeat for each additional asset.
✅ Result: Each asset has its own distinct, fully documented walkthrough record — all generated from the same template, with no risk of records being mixed up.
Workflow 4 — Reviewing Failed Walkthroughs
- Open the COMPLETED tab.
- Look for rows with a 🔴 Fail report status badge.
- Click 👁 View on any failed walkthrough.
- Review which specific steps failed or were not completed.
- Identify whether the failure was procedural (step skipped), technical (condition not met), or data-entry (incorrect value).
- Coordinate with the assigned technician on corrective action and use Repeat to run a fresh walkthrough once issues are resolved.
✅ Result: You have a clear, documented record of what failed and where, enabling targeted corrective action.
✅ Best Practices
- Use image guidance steps liberally. Show Image and Show Video steps make walkthroughs self-contained — technicians do not need to reference a separate manual. A well-built template reduces errors by showing exactly what to do before asking for confirmation.
- Require photo uploads at critical phases. Upload Document steps create an unambiguous visual record of conditions at each stage — essential for commissioning, warranty, and compliance documentation.
- Use tags to organize templates by procedure type. Tags like Allocation, Level 5, Mobile, and Commissioning help users find the right walkthrough quickly from a long template list.
- Repeat rather than re-enroll for recurring procedures. When running the same walkthrough on multiple assets, use Repeat from the previous completed instance rather than re-enrolling from START NEW each time. This keeps records cleaner and avoids confusion between instances.
- Download PDFs for customer handover. For PDF-based walkthroughs (work orders, field service reports, start-up forms), download the completed PDF immediately after submission and attach it to the service record or share it with the customer.
💡 Tips & Shortcuts
| Tip | How |
|---|---|
| Jump to any step | Click the step name in the left panel |
| Save multiple photos for one step | Use Save & Add Another to submit multiple uploads within the same step |
| Resume a walkthrough | Go to IN-PROGRESS tab → click ▶ Resume |
| Repeat a completed walkthrough | Click 🔁 on any Completed row |
| View the completed report | Click 👁 on any Completed row |
| Download the report or form PDF | Open the report and click Download PDF |
| Export the full walkthrough list | Click Request Data on any tab |