Summary of "Capacitación Virtual a Todos los Usuarios responsables de Certificar Huertos a EUA JLSV y Actores ce"
Purpose and context
- This was the first virtual training for a new mobile application, Field Certification, which replaces Excel-based certification forms and incorporates photographic evidence with geolocation.
- Target users: field certification technicians (inspectors), local board coordinators/administrators, and external inspectors (e.g., IRSA/USDA).
- App availability: Android and iOS. The session used test servers; a production release will follow. Data entered on the test app will be deleted (participants must uninstall and reinstall when the production build is enabled).
High-level benefits
- Eliminates manual Excel data entry for orchard metadata (producer, hectares, altitude, SADER number, trees/fruits counts).
- Automates calculations (trees/fruits to inspect) and delivers polygons and orchard base data to the device.
- Adds mandatory photographic evidence with geolocation (photos must be taken within the orchard polygon).
- Enables offline work in the field and later synchronization to a centralized web portal (SICOA).
- SICOA (web portal) replicates and improves current administrative views and reporting (weekly reports, maps, exportable Excel).
Key instructions / step-by-step workflow
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Install and prepare (test / production)
- Install the Field Certification app on Android or iOS (test build initially).
- Note: test-server data will be deleted the next Tuesday. Uninstall the test app and reinstall when the production server is enabled.
- Bring devices to face-to-face training (phones/tablets). Local board admin should bring a laptop to perform user linking.
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Create a user account (mobile app)
- From the app main/login screen use Create Account.
- Choose user type:
- Inspector — Local Plant Health Board (default) for local-board engineers/technicians.
- External inspector — e.g., IRSA / USDA (external inspectors).
- Complete required fields: full real name, state and municipality (must match local-board association), email, confirm email, create password (some symbols disallowed). Read and accept the privacy notice.
- Confirm account by clicking the link sent to the provided email.
- If the email is already registered (e.g., Dry Matter app users), sign in with that account instead of creating a duplicate.
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Admin linking (local board coordinator step)
- After creating and confirming an account, notify your local board coordinator.
- Local board administrator uses the SICOA operations menu → user registration / link officers to associate the inspector’s email with the technician name already registered in the board list.
- External inspectors (IRSA/USDA) are auto-linked and do not require manual linking.
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Request access to certification event (inspector step)
- In the mobile app go to Certification Cycles, view the event, and press Request Access.
- The request status shows “in process of verification.” The local board admin must confirm/authorize access in SICOA before the inspector can download event data.
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Download event data
- Once authorized, inspectors download orchard data for the selected local board and state. Download includes orchard polygons, producer, hectares, altitude, counts, etc.
- If download fails, retry. The app shows last update timestamp and a “Start” button when ready.
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Assign orchards
- Before starting an inspection, assign yourself the orchard(s) you will inspect. Only orchards with status “not visited” can be assigned.
- Assignment can be done anytime (online) and the app supports offline use for the actual inspection.
- Multiple assignment strategies are possible (assign before departure, or assign as you arrive).
-
Field inspection forms and evidence (offline-capable)
- Access the assigned orchard card and complete the forms and evidence sections. Main sections mirror the Excel workbook and include:
- Adjacent properties (contiguous properties): indicate vegetation type per cardinal direction and number of trees inspected. Multiple vegetation types can be selected; zero must be entered explicitly where required. A compass indicator shows device orientation if supported.
- General certification: controls for fruit dissection sampling (tree vs ground counts), soil samples, and observations. The app supports splitting required fruits into piles (typical practice: piles of up to 10 fruits).
- Native/wild trees: optional; record producer name/location/coordinates and counts (similar to Excel).
- Rejection reasons: activate a switch to indicate a rejected orchard and select a reason from the catalog or enter “other”; provide observations.
- Forms use visual status:
- Gray = not filled
- Green = filled
- Yellow = partially flagged (e.g., rejection toggle)
- Red = rejected
- Access the assigned orchard card and complete the forms and evidence sections. Main sections mirror the Excel workbook and include:
-
Photographic evidence capture
- Required photos: canopy (mantle), fruit dissection, boundary (limit), weed-free orchard, plus sign, etc.
- Each evidence type allows multiple photos (1–5) but at least one mandatory photo per evidence type must be captured for validation.
- Photos must be taken from within the orchard polygon; the app validates location and will not accept photos taken outside the polygon.
- After taking each photo you can add comments and review/edit before saving.
-
Close certification: Approve or Reject
- Approve certification:
- App validates that no rejected-form toggle is active and that all required evidence/photos are captured. If validations fail, it lists missing items.
- Once approved and confirmed, certification is closed, the padlock icon turns to closed, and the record is no longer editable.
- Reject certification:
- Must complete the rejected-form and capture the required rejection evidence/photo(s).
- Confirm reject; the record is closed and not editable.
- Approve certification:
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Synchronize data to cloud (upload) and backup options - When back online, use the cloud sync icon to upload closed certifications and evidence. - Sync confirmation shows which assigned orchards will be synchronized and that local copies of synchronized closed certifications will be removed from the device. - If cloud sync fails, the app can package certifications as attachments and send by email as a backup for IT to reconcile. - If synchronization errors occur (e.g., same orchard synchronized by two inspectors), an error will report which orchard failed and support staff must investigate.
-
Web/Administrator (SICOA) review and reporting - After successful sync, local board coordinators, USDA, SADER and admins can view synchronized records in SICOA. - SICOA displays a grid of orchards (approved/rejected/unvisited) and maps with: - Polygon and centroid, geotagged photo points, photo previews, timestamps, coordinates. - Filters by cycle, week, municipality, technician; export to Excel per week or combined. - Tabs: certified, rejected, unvisited; weekly summary and breakdown by day. - Admins can confirm link requests, manage users, and review/validate data.
Operational notes, constraints and recommendations
- Test-server data will be wiped: participants must uninstall the test app and reinstall when production is live.
- Dry Matter app users may reuse their credentials; duplicate account creation with the same email is blocked.
- Password rules: some symbols disallowed (example: dollar sign was flagged in demo).
- App works offline for field data capture; sync is required later.
- Only orchards marked “not visited” can be assigned/inspected; already-visited orchards are informational only.
- Device requirements: medium-capability Android or iOS devices should suffice. Dedicated devices will be distributed to some local boards, but personal phones are acceptable temporarily.
- Face-to-face training: planned 3–3.5 hour hands-on workshops; bring devices and a laptop for admin linking.
- Rollout plan: pilot with two local boards (mid-May), monitor for one week, then release to remaining boards.
- Help & escalation: errors reported at synchronization should be sent to the technology/support team for follow-up.
Common issues & troubleshooting
- Email confirmation can go to spam — check your spam folder.
- If a user forgets their password, a password-reset email is sent with recovery instructions.
- If an inspector requests access but admin hasn’t linked their email to the technician record, the app prompts: “ask the administrator of your local board to link your user as a documentation technician.”
- Conflicts: if the same orchard is assigned and synchronized by two inspectors, synchronization will flag errors; admins/tech support must resolve.
Speakers / sources featured (as mentioned in the session)
- Moderator / session organizer (unnamed)
- Engineer Ángel Eduardo (presenter)
- Engineer Jessica (presenter)
- Engineer Eduardo (presenter / colleague)
- Local board coordinators and directors (general roles)
- Sarita (Michoacán coordinator)
- Doris / Dori (Jalisco coordinator)
- Sandra Alcandran Barrera (participant)
- Engineer Alfonso (participant)
- Edwin (participant; device delivery coordination)
- Jesús Sánchez (participant; linking/accounts instructions)
- Roberto Medina (participant)
- Engineer Homer (mentioned)
- USDA personnel (present / involved in standardization and Q&A)
Organizations / systems mentioned
- SICOA / CICA / SIKOA (web portal / operations system — transcript uses variants)
- SADER (national agricultural authority)
- IRSA (external inspector type referenced)
- OILA administrators (mentioned as viewers in SICOA)
Optional: concise quick-reference checklist for inspectors
Account → Link → Access → Download → Assign → Inspect → Photos → Close → Sync
(If needed, this checklist can be expanded into a printable one-page reference.)
Category
Educational
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