Using the QUICK START Option

MOBILE AUDITOR PPC


This option allows auditors using Mobile Auditor PPC to create Quick Start templates for audits that are repeated often, thus eliminating the need to enter the engagement data each time they conduct an audit.

(NOTE: This option must be enabled by your organization's administrator.)

 

To use a Quick Start template:

  1. Launch Mobile Auditor.
  2. Select START NEW.
  3. Tap the QUICK START button in the lower left corner of the screen. A list of all previously created templates is displayed.
  4. Select the template that you want to use.
  5. Tap NEXT. The audit begins.*

*NOTE: If the DATE SELECTION option is also enabled, a message is displayed: "Show Audit Date Selection?" Answering YES allows you to select a different date and time to record as the date and time of this audit. Answering NO records the current date and time.

 

To create a Quick Start template:

  1. Launch Mobile Auditor.
  2. If necessary, connect to the server to make sure that you have all of the necessary files.
  3. Select START NEW.
  4. Select all of the necessary engagement data.
  5. After entering all of the required engagement data, review it to make sure the information is correct.
  6. Enter a name for the QUICK START template in the field provided. (If no name is entered, no template is saved. The audit begins, using the engagement data specified.)
  7. Tap the NEXT button. A dialog is displayed to confirm that you want to save this engagement data as a template.
  8. Tap YES. The template is saved and the audit begins.

 

To delete a Quick Start template:

  1. Launch Mobile Auditor.
  2. Select START NEW.
  3. Tap the QUICK START button in the lower left corner of the window.
  4. Select the template that you want to delete, then tap the DELETE button (single trashcan icon).

    To delete all Quick Start templates, tap the DELETE ALL button instead (multiple trashcan icons).

  5. A message confirms that you want to delete the template. Tap YES to delete the template. The template is removed from the list.
  6. Tap CANCEL to close the window and return to the home screen, or select a template to use and tap OK to begin the audit.

 

 

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