Mobile Auditor File Attachments

OPTIONAL FEATURE - Contact your RizePoint representative to enable/disable this option.  Once enabled, this feature will allow you to attach video, image, and non-image files to an audit.

An optional feature within Mobile Auditor enables you to attach and upload images and non-image files to an audit.

Because this functionality requires storage projections and planning, you will need to contact your RizePoint Client Account Executive for pricing, feature set up and contract amendments.

About File Attachments

To attach an image (not a video) or a non-image file to an audit

In addition to attaching videos captured during an audit to the audit (see Mobile Auditor Video Attachments), Mobile Auditor also allows you to attach non-video images and Microsoft®  Word, PowerPoint, Excel files and PDF files to an audit.

In some instances you may have a need to attach a non-image file to an audit. For example, you may need to attach a copy of an organization's policy or code to educate your users on a particular process.  Mobile Auditor will only support the attachment of the following document types: Microsoft®Word, Microsoft®PowerPoint, Microsoft®Excel and PDF files.  If you intend to attach a non-image Microsoft document to an audit and it is not stored on your device, you will need to be connected to the internet and attach it from your preferred cloud server (e.g. Google Drive) during the audit.  Other examples of cloud storage are Microsoft OneDrive, Microsoft OneNote or DropBox.
 
Cloud storage devices are device specific and managed by the device owner. You must have the individual cloud storage app on your device to upload valid file types.
  1. From within an audit, select the ellipsis points next to the question to which you want to attach a file.

    Select the ellipsis points
  2. Select ADD NOTE.

    Select ADD NOTE
  3. Select ATTACH FILE.

    Select ATTACH FILE

  4. When you click ATTACH FILE, a popup menu will display. Select the cloud storage device where the document(s) you need resides. In the example below, we use Google Drive for uploading documents to an iPad mini, but you may have a different cloud storage option for your particular device.
    You will need to install an appropriate cloud storage app on your device before you can upload non-image documents. Once a cloud storage app is installed on your device, you will see that cloud storage option on the popup menu.  

    Select cloud storage option

    Because the ATTACH FILE menu is native to the device and does not offer the needed functionality within Mobile Auditor, use the ADD IMAGES or ADD IMAGES FROM CAMERA options to upload all images.  Do not upload images from the TAKE PHOTO OR VIDEO or PHOTO LIBRARY options that display in the popup menu.  

    ADD IMAGE
     
     
  5. From your cloud storage, select the document(s) to upload to the audit. Click DONE to attach the document(s).

    Select document(s) to upload

  6. View the images you attached in the COMMENTS field of the question.

    View attached files

Viewing Mobile Auditor attachments in Corrective Action Management (CAM) Details

If one or more questions in an audit were pre-configured to create a Corrective Action Management (CAM) Action Plan and the response to the question resulted in a non-compliant response, you will be able to view the CAM Action Plan in the CAM grid. Any files that you attached will also display in the CAM Plan Details.  For more information about CAM, see Corrective Action Management Setup Steps and View Action Plan Details.

Viewing CAM Action Plans and attachments generated from within Mobile Auditor

  1. From the main menu, navigate to ACTION PLANS > PLANS.
  2. Select the correct Action Plan.  The Plan Details will display below the selected Action Plan item.
    If the list is very long, you can filter on one or more columns to find the Action Plan you're looking for. For more information about using CAM grid filters, see Navigating the CAM Grids.
     
  3. View the attachments that you attached in Mobile Auditor in the Plan Details. The CAM item below shows the following attachments:

    ●  A picture previously stored on the device and attached to the comment
    ●  A picture captured with the device and attached to the comment
    ●  A Microsoft® Excel (XLSX) document
    ●  A Microsoft® PowerPoint (PPTX) document
    ●  A video captured with the device during the audit and attached in an MP4 format to the comment
    ●  A Microsoft® Word (DOCX) document
    ●  A PDF document (PDF)

    Click each attachment to open it.

    Mobile Auditor attachments

For video, image and non-image attachments, use ref: BinaryFileStore