Custom Contact List

CONFIGURABLE FEATURE - This feature requires special configuration to be functional within the software. If you have additional questions not covered in the instructions below, please contact RizePoint Customer Service.
 

This option is available for 360 Mobile Auditor and Mobile Auditor PC only.

When this option is enabled, auditors can predefine one or more email addresses that will be available to add to the EMAIL BACK field in the Signature screen in Mobile Auditor. (The email address specified in the EMAIL BACK field of the Signature screen is the email address to which email is sent when the "Audit Result" Recipient Type is specified in an automated feedback rule.) The auditor can then select one or more addresses from the list, eliminating the need to manually type the email address in. This list of predefined email addresses is stored on the local device and will be available for all audits conducted on this device, as long as the option is enabled.

Due to the manner in which data is stored in 360 Mobile Auditor, custom email lists created in MAPC will be lost when upgrading to 360 Mobile Auditor. Before upgrading, be sure to make a copy of the email addresses so they can be re-entered later.

 

APPLICATION SETUP

To verify the configuration file assigned to the user:

  1. Log on as a user with administrative permission.
  2. Go to System > Manage People > Users.
  3. Select the user from the list.

  4. At the bottom of the window, look at the CONFIGURATION assigned to this user.

 

To enable the application configuration option:

  1. Go to System > System Setup > Mobile Auditor Configuration.
  2. Select the configuration of the Mobile Auditor users who will be creating custom email lists, or create a new configuration.

  3. On the CONFIGURATIONS tab, locate the 360 MOBILE AUDITOR: CUSTOM EMAILS configuration option.
  4. Click the EDIT pencil beside the option.

  5. Check the box on the right.

  6. Click the UPDATE button.
If you created a new Mobile Auditor configuration, remember to go back to the appropriate User profile pages in System > Manage People > Users and assign this configuration to all users who will be using this feature.

 

 

360 MOBILE AUDITOR

To add email addresses to the list:

  1. Click the EMAIL LIST button at the top of the audit window. The Email List dialog window opens.

  2. Click in the NEW field at the top, enter an email address, then click the SAVE button.

    The address is added to the list.

  3. You may continue to add as many addresses as you want. Just click in the NEW field to add the next address.
  4. When you're finished adding email addresses, click the DONE button in the upper right corner.

 

To delete an email address:

  1. Click the DELETE button (trash can icon) to the left of the address that you want to delete.

  2. The address is removed from the list.

 

To edit an email address:

  1. Click on the email address that you want to edit. The field becomes editable.

  2. Edit the text as necessary, then click outside the field. The change is automatically saved when you click outside the field.

 

To select an EMAIL BACK address in the Signature screen:

  1. In the Signature screen, click the EMAIL LIST button on the right of the Email Back field. The list of predefined email addresses is displayed.

  2. Click on an email address to select it. The Email list closes and the selected email address appears in the EMAIL BACK field. Note you may add multiple email addresses to the Email Back field; just click the EMAIL LIST button again to add another email address.

 

MOBILE AUDITOR PC

To add email addresses to the list:

  1. Click the EMAIL LIST button at the top of the audit window, or select EMAIL LIST from the View menu. The Email List dialog window opens.
  2. In the entry field at the top, enter an email address, then click the ADD button.

    The address is added to the list. Notice the checkbox beside it. If you want to edit or delete this address, check the box, then click the EDIT or DELETE button.

  3. You may continue to add as many addresses as you want. All addresses you enter here are saved to your PC and will be available in the EMAIL BACK list in the Signature window of all audits conducted on this same PC.
  4. When you're finished adding email addresses, click the CLOSE button.

To delete an email address:

  1. Click the box beside the address that you want to delete to select it.
  2. Click the DELETE button.

To edit an email address:

  1. Check the box beside the address that you want to edit. The selected address appears in the text field at the top.
  2. Edit the text as necessary, then click the EDIT button. The entry is edited.

Note that if you click the ADD button instead of the EDIT button, the edited entry is added to the list, and the original (selected) address remains.

To select an EMAIL BACK address in the Signature screen:

  1. In the Signature screen, click the EMAIL LIST button on the right of the Email Back field. The list of predefined email addresses is displayed.
  2. Check the box beside an email address to select it, then click the INSERT button. The selected email address appears in the EMAIL BACK field. (Note that you may select more than one address. )