Builder's Guide to setting up Form Access for the iPad and iPhone software
The Smartabase application is available to download from the Apple App store. There is an iPhone and an iPad version that can be downloaded and installed on your Users' devices.
Any User from your organisation can download and install the application at any time for free. However, ONLY the Event Forms that are set for Mobile Access on the Builder Site will be available on the iPad and iPhone application
Click on the Smartabase logo to find out more information about the application. Or, Click on the "Free" to download the software.
Ensure you choose the correct software to download:
-If you have an iPhone download the iPhone version.
-If you have an iPad download the iPad version.
Each Event Page that you want the Users in your organisation to be able to access through the Apple App must set up specifically for Access. This is set up on the Builder Site.
Each Event Form that needs to appear for entry on the Apple Application (or the Android Application) must be specifically set for Mobile access on the Builder Site.
Access the Form Properties by clicking on the Form Name at the top Left of the Form. The Form will highlight blue. In the Form's Advanced Properties, set Enable Mobile Access to "True" (as shown in the image in the step below).
Each form that you want to be accessible on the iPad and iPhone software needs to be set to "Enable Mobile Access" = "True". Then Save the form to save this setting.
Enable Mobile Access must be set to True for the form to be accessible on the iPhone and iPad software.
We EXPECT that once you enable an Event Form to Mobile Access that you WILL test that form on an iPad or iPhone. You will do a complete test by entering in at least two (2) entries for each Mobile Enabled form to confirm that the form works using the iPad and iPhone software. Test the Date entry AND the athlete History (discussed in the step below)
When you enter data on the iPad and iPhone, the entire form does NOT appear at once for entry. The questions are displayed by Section, and the user clicks next to move to the Next section.
The example here shows that when a form was enabled for mobile access, only one calculation field appeared in one of the Sections. This might need to be moved into a different section of the form to make the form flow optimally.
You also need to check the fields that are set as summary fields and the athlete history page (discussed in the step below).
If you make changes on the Builder Site, always test these first in the Preview, and make sure you so NOT delete any fields that have data entered for them on your application.
If in doubt, ask your Distributor for assistance.
The Athlete History Page will display fields that are set to chart by default. It will show all of the historical events that have been entered, and any "Summary Fields" will appear if they have been set. Consider how you can use these fields to optimise the work flow on the iPad or iPhone
Any field that is set to "Summary Field" = True will display in the athlete history page along with the date the event was entered. On the main system, the Summary field shows in the sidebar along with the event entry date. Consider how you can use these settings to optimise work flow on the iPad. However, you also need to balance this with not cluttering the Sidebar on the main application!!
Status fields will still be enabled on the iPad and iPhone applications, but please check these appear correctly.
Databases are accessible on the iPad and iPhone version yet. They MUST be individually set up on the Builder site as well for Mobile Access
Check that your forms are set up to accommodate this work flow. You may need to update the sections or configuration of your fields in each section to optimise work flow using the iPad and iPhone.
To set this up, go to the Database on the Builder Site
Open the Database and go to the Advanced Properties
In the Database Advanced Properties, set the Enable Mobile Access to True
The database will then be available on the mobile system to select during the data entry process
0 Comments
Add your comment