Team members use Equip: Independence to complete common mobile workflows while supporting participants in the community.
đ± App access
Team members should download the new Equip app with the green background after their organization approves the updated mobile app experience.
đ Home
The Home screen shows todayâs schedule and quick actions for common tasks, depending on the team memberâs permissions.
đ„ People
Team members can search for participants and open participant profiles. Participant profiles may include documents, notes, forms, assessments, goals, routines, pathways, groups, and upcoming events when those modules are enabled.
đŹ Messages
Team members can send and receive group messages when messaging is enabled for the organization and the team member has access.
𧰠Toolkit
The More tab opens the Toolkit. The Toolkit only shows tools available to that user, such as Schedule, Messages, Forms, Assessments, Announcements, Categories, Groups, Settings, or Team Members.
â Mobile workflows
View events and event details.
Check in or check out of events when available.
Fill forms and complete assessments.
Send announcements.
Create scheduled events.
Review participant records.
Upload or open participant documents when allowed.
Verify presence when presence verification is enabled.
đĄ Best practices
Review role permissions when a team member does not see an expected tool.
Use the web app for advanced setup or administrative work that is not available on mobile.
Share the Team Member overview article before training.