Pins and rollout

A pin is the code a staff member uses to sign in to the mobile monitoring app. Every project staff member and region official has one. Before somebody can start monitoring they need two things: their pin, and a link to download the app.

Where a pin lives

A person’s pin is on their profile, in the Details card with their role and job title (the last sync sits in the heading line). See A staff member’s profile.

Edit on the profile (managers) changes it. That is the route to take when somebody has forgotten their pin, or when a pin has been shared and needs replacing.

A pin is a credential

A pin is all somebody needs to sign in as that monitor and submit data in their name. Treat it accordingly: change it if it has been shared, written on a board, or passed around a training room.

Getting the app to a monitor

The app itself is served from a public Install App page, which anyone can open without signing in. Sharing that link is how a monitor gets the app onto a new device; the page stays live even though day-to-day updates now arrive through the app stores. See App versions.

Sending pins by SMS

Sending pins out by SMS, person by person or to a whole project at once, is done from the legacy dashboard. Open it with View Legacy Dashboard in the header bar and use the project’s User Pins page.

There, pins and the app download link are sent to the phone numbers on record, either one at a time (each row has its send action) or to everybody on the project at once. The legacy page lists the same people as the Team section, so nothing needs setting up first.

Check before sending in bulk

A bulk send goes to every phone number on the project, costs money per message, and puts a working credential into an SMS inbox. Before using it, make sure the phone numbers on record are current: a pin sent to a wrong number is a pin handed to a stranger.

Administrators only

Sending pins is restricted to administrators, both for the single send and the whole-project one. Other roles can see a person’s pin on their profile but cannot send it out.

What to do when somebody cannot sign in

Work through it in this order:

1. Check their pin on their profile, and that they are typing that one.
2. Check the phone number on their profile if the pin was sent by SMS.
3. Check they are active: a deactivated account will not sign in.
4. Check the app version they are running. If a newer version has been made requisite, the app demands the update before it will sync again.

Next: The district dashboard