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Collecting Data (iOS) -- Jan 30 2011, 5:59 AM

 

Data Collection:

This section will cover how to add additional versions of the same form, how to sync data on your device, and a brief walkthrough of collecting and uploading data.


Collecting Data: 

To collect data you will need to successfully login and select the form that you want to collect data for. Tap the "+" button in the upper right hand corner of the device to open a new version of that form and begin collecting data. Additionally, you can save a form and open it later to finish collecting your data.


http://enviaforms.com/images/KB_Pics/New_Report_Plus.jpg


When you have finished collecting data for that record, simply tap the “Done” button at the bottom of the form.


http://enviaforms.com/images/KB_Pics/Signature_3.jpg


If you don’t finish collecting all of your data you can tap the “Save” button in the upper right hand corner of the device. 


http://enviaforms.com/images/KB_Pics/Store_Number.jpg

 
 After hitting save, you will then see a pop-up verification showing the form draft has been saved.


http://enviaforms.com/images/KB_Pics/Form_Saved.jpg


If you want to see this newly saved form in your list of forms, hit the cancel button.  This will then allow you to see your newly saved form in the list and you can add another copy of the form by tapping the “+” button again as shown above.


http://enviaforms.com/images/KB_Pics/Store_Num_Mini.jpg


Syncing Data: 

Syncing data on the device requires an active connection (Edge, 3G or WiFi). Data may be stored locally on the device when no connection is available and may be uploaded when the device comes back into service or finds a WiFi connection.

To sync data on the device you need to launch the Envia Forms application on your iPhone, iPod touch, or iPad. When you first open the application you will be asked to enter your login information. Enter your login and password then click the “Sync Data with Server” button.


http://enviaforms.com/images/KB_Pics/Sync_with_Server.jpg


Any forms that are assigned to you will be downloaded along with any custom element options that you have created.  


Uploading Data:

When you have finished collecting your data tap the “done” button at the bottom of the form. Doing this will return you to the previous menu, and you should see an hourglass symbol next to your form like the one highlighted below in red.


http://enviaforms.com/images/KB_Pics/New_Report_Saved.jpg


To upload the form to the server, tap the “back” button in the upper left hand corner of the device.

*Note that your form will only automatically upload when you hit "back" if auto-snyc is enabled settings on your device*

*Also note that your form must have all required elements complete or the form will not upload to the server*

 

http://enviaforms.com/images/KB_Pics/New_Report_Back.jpg


You will see the synchronization screen and then receive a message confirming the upload of the form(s).


http://enviaforms.com/images/KB_Pics/Connecting_with_SSL.jpg


http://enviaforms.com/images/KB_Pics/Report_Submitted.jpg

 

 


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