Navigating the Audit Screen

MOBILE AUDITOR PC

The audit screen contains many options and commands to assist you in conducting the audit. Before you begin the audit, you should become familiar with these controls:

• Menu commands
• Buttons
• Screen Navigation controls

NOTE: Your system administrator controls which buttons and menu options are available. Some of the buttons and commands described below may not be available.

AUDIT MENU

• START NEW - Saves and closes the current audit and returns you to the Start New Audit wizard.
• OPEN EXISTING - The function of this command varies slightly depending on how your application has been configured by your administrator:
  • Saves and closes the current audit and opens the Open Existing screen to allow you to select a different audit.

    -- OR --

  • Displays a submenu of all other audits that are currently stored on your computer. When you select a different audit from the submenu, the current audit is saved and closed. For example, you may want to compare answers received on a previous audit conducted at the same location. You may open the previous audit, compare answers, then select this command again to return to the audit you're currently conducting.

    

• COMPLETE - Allows you to mark the audit as complete, even though not all questions have been answered. (Note: If this audit form was configured to require that all questions be answered, this option will not be available.)
• CLOSE - Closes and saves the current audit and returns you to the home screen.
• EXIT - Saves the current audit and closes Mobile Auditor.

VIEW MENU

• SETUP INFORMATION - Displays the Engagement Data screen.
• RATINGS - Displays the scoring procedure for this audit. If no ratings file has been provided, the command is not available.
• INSTRUCTIONS - Displays instructions for conducting this audit. If no instructions file exists, the command is not available.
• SUMMARY - Displays a summary of the audit as it currently stands. The summary includes the number of questions answered and the results of those questions. By default, only questions that received non-compliant answers are displayed. To display only compliant questions, click the CORRECT button. To display all questions tagged as required, click the REQUIRED button.
• REPORT - Displays a printable summary of the results.
• SIGNATURE - Displays the signature screen. When an audit is complete, a message displays informing you that the audit may now be signed. Use the mouse or stylus to sign the audit in the appropriate field. Both the auditor and the appropriate manager must sign the audit form before it can be uploaded to the database. This menu option is disabled until all required questions have been answered.

HELP MENU

• HELP - Displays the current Help file.
• ABOUT - Displays the version of Mobile Auditor that is currently running, as well as the RizePoint Customer Support telephone number.

The following buttons appear at the top of the audit screen. When you place the cursor over the button, the name of the button is displayed.

	SETUP INFORMATION- Clicking this button returns you to the Setup Information screen. This is the last screen in the Start New Audit wizard. From this screen you may modify the setup information, and then return to the audit screen.
	INSTRUCTIONS - Clicking this button opens the Instructions screen and displays the instructions for this specific audit form. If no instructions file exists, the button is disabled.
	RATINGS - Clicking this button displays the ratings file for this audit form. If no ratings file has been provided, the button is disabled.
	SUMMARY - Clicking this button opens the Summary screen, which displays a summary of the audit as it currently stands.
	REPORT - Clicking this button displays the Report window. Clicking this button is the same as selecting REPORT from the View menu.
	SIGNATURE - Click this button displays the Signature screen. Clicking this button is the same as selecting SIGNATURE from the View menu.
	NOTES - Clicking this button opens the Notes screen, which allows the auditor to enter notes on this audit as a whole. When no comments or notes have been entered, the icon appears as a white sheet of paper. When notes have been entered, the icon appears yellow to indicate that notes or comments currently exist. (This button is optional and may not be available.)
	ANSWER ALL - Clicking this button answers all questions in the current category with the same answer as the last (most recently) answered question. Selecting this option will change previously answered questions. (This applies only to questions of the same type that have the same answer choices available.)
	ANSWER UNANSWERED - Clicking this button answers all unanswered questions in this category with the same answer as the last answered question. Selecting this option will not change any previously answered questions. (This applies to all unanswered questions of the same type that have the same answer choices available.)
	APPLY CATEGORY DEFAULTS - Clicking this button answers all questions in this category with the default answer that was specified at the time the audit form was created.
	HELP - Clicking this button displays the Help file.
	CUSTOM COMMENT LIBRARY (Optional) - Clicking this button displays the custom comment library, allowing you to add, edit, or delete comments that you can use on all audits conducted on this PC.
	EMAIL LIST (Optional) - Clicking this button displays a list of email addresses that will be available to add to the EMAIL BACK field in the Signature screen. You may add, edit, or delete email addresses.

 The navigation controls are located at the bottom of the Mobile Auditor PC window.

Clicking this button displays the categories in a navigation pane on the left side of the audit screen, allowing you to navigate to a specific category or subcategory. Click the plus sign () to expand the category to display the subcategories contained within it. If the SHOW QUESTION NAVIGATION application configuration option has been enabled by your system administrator, all questions within the category are also displayed, and you may click on any question to navigate to it. Question icons with a green checkmark have already been answered. Question icons that appear filled are questions that must be answered. Question icons that appear unfilled are not required.

Clicking the SPELLING button checks the spelling of any text answers appearing on this screen.

		Clicking this button creates a copy of the selected duplicatable category.
		Clicking this button allows you to rename the selected duplicatable category.
		Clicking this button toggles between matrix view and list view.
		Clicking this button allows you to delete the selected duplicatable category. If the selected category cannot be deleted, the button is not available.

	When the REQUIRED option is enabled, clicking the NEXT or PREVIOUS button displays the next or previous required question.
	When the UNANSWERED option is enabled, clicking the NEXT or PREVIOUS button displays the next or previous unanswered question.
	Clicking the PREVIOUS button displays the previous question. If the REQUIRED and/or UNANSWERED buttons are also enabled, clicking PREVIOUS displays the next required/unanswered question.
	Clicking the NEXT button displays the next question. If the REQUIRED and/or UNANSWERED buttons are also enabled, clicking NEXT displays the next required/unanswered question.