The new Mobile Auditor download experience streamlines data management with tailored options based on the amount of data users need to download. For smaller datasets (fewer than 1,000 items), downloads occur automatically without user prompts. For medium-sized datasets (1,001 to 5,000 items), users can choose to download all data or select specific locations. For larger datasets (over 5,000 items), the option is limited to downloading specific locations. Additionally, the update introduces dedicated sections for managing downloaded locations and viewing downloaded forms, ensuring a more organized and user-friendly experience. In this article, we will walk you through the totality of this experience.
Topics
- Use Case: Fewer than 1,000 Items
- Use Case: Between 1,001 and 5,000 Items
- Use Case: More than 5,000 Items
- My Locations
- My Forms
Use Case: Fewer than 1,000 Items
If you have fewer than 1,000 items to download, these will be downloaded automatically upon your first login. So open RizePoint Mobile Auditor and type in the website for your account.
Tap Select once you have confirmed that the website entered is correct. Then type in your login credentials.
Your download will begin automatically when you log in:
When the download is done, you will be taken to your "Pending Audits" screen.
Next, let's take a look at how this process plays out if you have between 1,001 and 5,000 items to download.
Use Case: Between 1,001 and 5,000 Items
If you have between 1,001 and 5,000 items to download, you will be given two options - download all items or select the items you wish to download now. To download these items, open RizePoint Mobile Auditor and type in the website for your account.
Tap Select once you have confirmed that the website entered is correct. Then type in your login credentials.
You will be given two options - Select Locations or Download all. Downloading every item can take a very long time so you should only select this option if you have no imminent need to use the app. If you do select this option, the download will begin immediately. To download only the locations and items you currently need, select only those locations.
If you chose Download all, you will just have to wait for the download to finish. Choosing Select Locations will take you to the following screen:
Once you have selected the locations you wish to download, tap Download Selection. Once the download is finished, you will be taken to your "Pending Audits" screen.
Next, let's look at how this process plays out if you have over 5,000 items.
Use Case: More than 5,000 Items
If you have more than 5,000 items to download, you will be required to select the locations you wish to download right now. To begin, open RizePoint Mobile Auditor and type in the website for your account.
Tap Select once you have confirmed that the website entered is correct. Then type in your login credentials.
On the following screen, tap the Select Locations button.
You will be taken to the following screen:
Once you have selected the locations you wish to download, tap Download Selection. Once the download is finished, you will be taken to your "Pending Audits" screen.
Next, let's take a look at how to download individual locations and forms from within the app.
My Locations
While you are logged into RizePoint Mobile Auditor, tap the menu button at the top of the screen.
Select My Locations from the ensuing menu.
On the following page, click + Add.
Finally, on the following page, choose the location(s) you wish to download and tap Download Selection at the bottom of the page.
Next, let's look at how to access your forms.
My Forms
While you are logged into RizePoint Mobile Auditor, tap the menu button at the top of the screen.
Select My Forms from the ensuing menu.
You will be taken to the following page, where you can view your forms.
Conclusion
The updated Mobile Auditor download experience provides a more efficient and user-friendly approach to managing data downloads based on dataset size. Whether your dataset is small, medium, or large, the system ensures a seamless process by automating small downloads, offering flexibility for medium-sized datasets, and streamlining large downloads through location selection. Additionally, dedicated sections for managing and viewing downloads enhance organization and usability. By following the steps outlined in this article, you can navigate the new download process with ease and optimize your Mobile Auditor experience.
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