Step 1: Sign in on your tablet
Step 2: Now select the settings icon
Step 3: Now select Settings
Step 4: Navigate to Site and select
Step 5: Now select your site then Save
Step 6: Now navigate to Auto Sync Settings
Step 7: Turn on Company Product, Company Suppliers & Product Check Templates. This is so every time you log in on your tablet all suppliers, products & templates will download to your tablet so you can perform checks offline.
Step 8: Select back & back until you get to the tablet homepage. Now select Product Checks
Step 9: Select Templates
Step 10: If there are no templates select the cloud download icon.
Step 11: The templates now download. Select your template/Check
Step 12: Now perform your check by selecting the Supplier or Product if these are part of your check & any other fields. Select Save when done
Step 13: Now select Save & Preview. If when you complete a check and hit Save & Home or Save & Create New Check on your check you just did, it ends up in the Drafts tab. Where you need to upload. See Step 19 after viewing next steps.
Step 14: If you selected Save & Preview above. This allows you to view the info you have added or Edit by selecting the Edit button.
Step 15: Edit or amend your details. Select Save when done
Step 16: Once done select the Cloud upload icon. Then Select Yes.
Your check is now complete & uploaded to the desktop
Step 17: Select Drafts
Step 18: If you know your draft check(s) are fully complete and don’t need reviewed you can upload all checks in this drafts folder by selecting the Upload cloud icon.
Step 19: Or if you need to review or edit one of these checks you can select it.
Step 20: Now you are back to where you can select Edit.
Step 21: Now Edit or Amend your check
Step 22: Once done, select Save then Save & Preview
Step 23: Once your check is finally ready & complete. Select the Cloud upload icon. Then Select Yes.
Step 24: Your check is now complete & uploaded to the desktop