Upload an Incomplete Audit



When you use the CLOSE option from the Mobile Auditor home screen menu, two (2) options for saving incomplete audits to the server are available: Save to Server and Save and Share. When saved to the server, the audit can be accessible by either the person who conducted the audit (Save to Server), or it can be shared with all roles or users who have been assigned to that audit (Save and Share).

To enable the SAVE AND SHARE option, the following Mobile Auditor configuration must be enabled: Boolean for: Enable Save and Share (SYSTEM > SYSTEM SETUP > MOBILE AUDITOR CONFIGURATION).

To upload an incomplete auditor in Mobile Auditor:

  1. Log in to Mobile Auditor.
  2. Connect and update, if necessary.
  3. Conduct an audit. Before it is completed, select CLOSE from the main menu. A dialog box will display.

    Select CLOSE

  4. Select the action you want to take.

    Close audit

    DELETE - this option will delete the audit result

    SAVE TO SERVER - this option saves an incomplete or unsigned audit and uploads it to the server for further editing online only by the person who was conducting the audit

    SAVE AND SHARE - this option saves an incomplete or unsigned audit and uploads it to the server. This option is different than SAVE TO SERVER because when the audit is uploaded, it can be accessed by any role or user who has access to that particular audit. See To Access Shared Results.

    SAVE - this option saves the incomplete audit in status In Progress and it remains accessible when you log into Mobile Auditor again.

To access shared results:

  1. Login in to Mobile Auditor Web version (AUDIT > MOBILE AUDITOR).
  2. From the dropdown menu on the top left side, click SHARED ACTIVITIES. All audits (activities) to which the logged-in user has access will display.

    Select SHARED ACTIVITIES

  3. Select the incomplete activity to open it. From the OPEN box, select the action you would like to take.

    Open a shared audit

    CLOSE - select to close the audit

    VIEW REPORTS     - click to view the results of this audit

    COPY - this option creates a copy of the audit results

    DELETE - select this option to delete the audit result

    OPEN - select to open the audit