Schedule Download to Mobile Auditor

OPTIONAL FEATURE - Contact your RizePoint representative to enable/disable this option.

When the SCHEDULE DOWNLOAD TO Mobile Auditor option is enabled, a DOWNLOAD SCHEDULE ITEM TO MOBILE AUDITOR checkbox is added at the top of the Schedule Item window. When this box is checked, the schedule item automatically downloads to the Mobile Auditor device when a connection to the server is made, and when the audit results are uploaded to the server, the scheduled audit is marked as complete and removed from the schedule.

Verify the configuration file assigned to the users who will be downloading schedules to Mobile Auditor:

Log on as a user with administrative permissions.

1. Go to System > Manage People > Users.
2. Select the user from the list.
   
   
3. At the bottom of the window, look at the CONFIGURATION assigned to this user.
   
   
4. Click RETURN.

To enable the configuration option:

1. Log on as a user with DATA ENGINE - RizePoint CONFIGURATION permission.
2. Go to System > System Setup > Mobile Auditor Configuration.
3. Select the configuration of the users who will be using this feature, or create a new configuration.
   
   
4. Click the LABELS tab.
   
   
5. Click the EDIT pencil beside the SCHEDULE RANGE label. (Note that labels are listed in alphabetical order.)
   
   
6. Enter the date range of audits (in days) to be downloaded to Mobile Auditor PC/PPC. For example, if you want all audits that are scheduled within the next 30 days to be downloaded when the auditor connects to the server from Mobile Auditor PC/PPC, then enter "30" in this field.
   
   
7. Click the UPDATE button .
8. Scroll down further on the page and locate the START TYPE field, then click the EDIT pencil beside the label.
   
   
9. To enable the download feature, the START TYPE field must contain either a "1" or a "2".  Enter your choice in the field on the right.
   
   
   • A "1" in the START TYPE field turns the download feature ON. When the auditor selects the START NEW option from the home screen, the list of schedule items appears.
   • A "2" in the START TYPE field provides a DOWNLOAD SCHEDULE button, allowing the auditor to either select an item from the schedule or to enter the engagement data directly.
10. Click the UPDATE button .

If you created a new application configuration, remember to go back to the appropriate User profile pages and assign this configuration to all users who will be using this feature.

To schedule an audit for direct completion:

1. Log on as a user with SCHEDULE ADMINISTRATION permission.
2. Go to Schedule Setup > Manage Schedules.
3. Check the box beside the schedule that you want to add a new schedule item to (or create a new schedule), then click the VIEW button.
   
   
4. Click the NEW AUDIT button. The New Schedule Item window opens. A checkbox labeled DOWNLOAD SCHEDULE ITEM TO MOBILE AUDITOR appears at the top of the window. (Note that on some implementations of RizePoint, this checkbox may be labeled DIRECT COMPLETION.) Selecting this checkbox provides the following functions:
   
   
   • Automatically downloads this audit to Mobile Auditor. This allows the auditor to conduct this audit by selecting it directly from a list of scheduled audits in Mobile Auditor, thus eliminating the need to specify the engagement data.
   • Once the audit results have been uploaded, this schedule item is marked complete. When the DOWNLOAD SCHEDULE ITEM TO MOBILE AUDITOR option is not selected, all audits matching the audit criteria are marked complete in the schedule. This option, however, marks this audit, and only this audit (regardless of whether or not other audits match the audit criteria), as complete, and then removes it from the schedule.

   Select the DOWNLOAD SCHEDULE TO MOBILE AUDITOR option on new schedule items only. Enabling this option on existing audits may be problematic and should be avoided.

5. Schedule the audit as usual. Designate only one audit form and type. Selecting multiple audit forms prevents the schedule item from downloading properly.
6. Click the SAVE & RETURN button.

1. From the Mobile Auditor home screen, select START NEW.

   Depending on how Mobile Auditor has been configured, the Scheduled Audits screen may be accessed in one of the following ways:

   • The Scheduled Audits screen opens automatically after selecting START NEW from the Mobile Auditor home screen.

     --OR--

   • After selecting START NEW from the Mobile Auditor home screen, the SCHEDULED AUDITS button, located in the lower left corner of the screen, becomes enabled. Tapping this button displays the Scheduled Audits screen, allowing you to select an audit from a list.

     

   The Scheduled Audits screen displays a calendar, with the current date selected. A list of all audits scheduled to begin on the selected date is displayed at the bottom of the screen. Note that all dates on which audits are scheduled are displayed in bold type.

   

2. Select a date from the calendar, or use the current date, which is selected by default when the window opens.

   You may select a different date by tapping on the date with the stylus pen. Remember, only audits scheduled to begin on the selected date appear in the list.

   You may select multiple days:

   • To select all days of the week in which the selected day occurs, tap the SELECT WEEK button. All audits scheduled during this week appear in the list.

     

   • To select all days of the month in which the selected day occurs, tap the SELECT MONTH button. All audits scheduled during this month appear in the list.
     

     

   The list displays only those audits scheduled to BEGIN on the selected date (or dates). However, sometimes an audit is scheduled to be completed at any time WITHIN a specified range of dates.

   If the DISPLAY OVERLAPPED ITEMS checkbox at the bottom of the screen is selected and the selected date (or dates) falls any time within the specified START and END dates of a scheduled audit, that audit is included in the list at the bottom of the screen.

   

   For example, let's say the selected (current) date is August 12 and an audit has been assigned a START DATE of August 10 and an END DATE of August 15. This audit will not appear in the list because it is not scheduled to begin on August 12. However, if the DISPLAY OVERLAPPED ITEMS box is selected, the audit will be included in the list, because August 12 falls within the scheduled START DATE (August 10) and END DATE (August 15).

   NOTE: If your organization typically specifies a range of dates during which time an audit is to be conducted, be sure that this checkbox is selected.

3. Tap on an audit in the list to select it.

   To display details of an audit in the list, tap the audit once to select it, then tap the FIND button. The details of the audit are displayed. Tap the CLOSE button (X) at the top of the screen to close the window and return to the Scheduled Audits screen. (Note: The FIND button is only available when an audit is selected.)

   

4. Tap the OK button. The audit begins.

1. From the Mobile Auditor home screen, select START NEW.

   Depending on how Mobile Auditor has been configured, the Scheduled Audits screen may be accessed in one of the following ways:

   • The Scheduled Audits screen opens automatically after selecting START NEW from the Mobile Auditor home screen.

     --OR--

   • After selecting START NEW from the Mobile Auditor home screen, the SCHEDULED AUDITS button, located below the QuickStart button on the left side of the screen, becomes enabled. Clicking this button displays the Scheduled Audits screen, allowing you to select an audit from a list.
     

     

   The Scheduled Audits screen displays a calendar, with the current date selected. A list of all audits scheduled to begin on the selected date is displayed at the bottom of the screen. Note that all dates on the calendar on which audits are scheduled are displayed in bold type.

   

2. Select a date from the calendar, or use the current date, which is selected by default when the window opens.

   If the ALL checkbox is selected, all audits currently in the schedule are displayed, with the audits scheduled for the selected date (by default, the current date) highlighted.

   

   If the DISPLAY OVERLAPPED ITEMS checkbox is selected and the selected date (or dates) falls any time within the specified START and END dates of a scheduled audit, that audit is included in the list at the bottom of the screen.

   

   For example, let's say the selected (current) date is August 12 and an audit has been assigned a START DATE of August 10 and an END DATE of August 15. This audit will not appear in the list because it is not scheduled to begin on August 12. However, if the DISPLAY OVERLAPPED ITEMS box is selected, the audit will be included in the list, because August 12 falls within the scheduled START DATE (August 10) and END DATE (August 15).

   NOTE: If your organization typically specifies a range of dates during which time an audit is to be conducted, be sure that this checkbox is selected.

   You may select multiple days. Click and drag the cursor to highlight the days you want to display.

   

3. Click on an audit in the list to select it.
4. Click the OK button. The audit begins.

ref: scheddcomp