Path | Duration | Level | Before you start | |
🟢 Fundamentals | 25 min | Starter | [[01 · El modelo mental de Mairu | Mairu's mental model]] · Mairu user · Mobile app installed |
Before configuring Mairu, it's a good idea to use it the way your team will. This lesson is the complete training for an end user, and for anyone configuring it's the best way to understand what experience they're designing.
🎯 By the end you'll know
How to move around Mairu on web and on mobile.
How to create a response, find it in the history, filter it and export it.
How to see and complete your tasks.
What you can do offline and what you can't.
🧠 The idea: three places where a user works
A Mairu user spends the day in three places:
Place | What they find | What for |
Dashboard (home) | Shortcuts, tasks, indicators | Know what they have to do today and get started fast |
Menu | Modules and forms they have access to | Create responses and look up histories |
A form's history | All its responses, their tasks, their files | Search, review, edit, export |
💡 Each user sees a different Mairu. The menu, the home dashboard and the visible responses depend on their profile. If a colleague "can't see" something you can, it's almost always a matter of permissions (you'll see this in lesson 3).
Web or mobile: the web is designed for consulting, analyzing and configuring; the mobile app for working on the floor: filling in forms, taking photos, scanning codes, signing and completing tasks.
🛠️ Guided practice
📌 If you haven't created the Packaging control yet, do this practice with any published form in your test environment. When you finish lesson 5, come back and repeat it with yours.
Step 1 · Getting oriented on the web
Log in. The first thing you see is your home dashboard.
Open the side menu (≡) and use the menu search box: type part of a form's name.
Notice that the menu is organized into modules and submodules: it's the structure someone defined in Settings > Modules.
Click your avatar (top right) to see your profile, and the bell to see your notifications.
Step 2 · Creating a response
Go into a form. Its history opens.
Create a new response, fill it in and save it.
Notice the fields with an asterisk (*): they are required. Hover over a field's ℹ️ icon to see its help note.
Step 3 · Finding the information in the history
Go back to the history. Each row is a response; the columns are the fields the configurator chose to show.
Use the general search box and then the advanced filter (for example, Temperature greater than 4). Save the filter as a group to reuse it.
In a row's three-dot menu, duplicate a response: it saves time when records look alike.
Export the history (three dots at the top right → Export) to Excel or PDF.
Open a response and download it as a PDF from More.
Step 4 · Working from mobile
Open the app and log in.
On the home screen you'll see the forms you marked as favorites with the pin 📌. Mark one from the More menu to always have it on hand.
Review your tasks: you can switch between those assigned to you and those of your department.
Create a response from mobile. If the form has a scannable field, try scanning a QR or barcode with the camera.
Step 5 · Trying offline mode
On mobile, open the form you're going to use (that way it's saved on the device).
Turn on airplane mode. Mairu will show the Offline notice.
Create a response and save it: it will appear as an unsynced item.
Turn off airplane mode. Mairu syncs on its own and shows Operation completed.
🔍 Check that it works
The response you created on mobile appears in the web history.
The response created offline appears in the history after the connection is restored, not before.
Your saved filter appears in the side menu of the history.
⚠️ Common mistakes
"Offline, the form won't open for me." Offline mode only works with forms you had already opened before while online. Open them at the start of the shift.
"Offline, I can't edit a response." This is the expected behavior: offline you can create responses, but not edit existing ones.
"I saved offline and my colleague can't see the response." Until the phone syncs, the response only exists on your device.
"I can't see a form that my colleague can see." Check your profile's permissions with your administrator.
🏋️ Challenge
Without looking at the steps: find in the history all the responses you created today, export only those to Excel and download the most recent one as a PDF.
📚 Learn more
➡️ Next lesson: Preparing the environment - modules, profiles and users