Navigation

In the mobile application you can view your project assignments, use notifications, and navigate to your forms or tasks. After opening a project, you can then select a module, category, and then choose your assigned forms or tasks in the Templates page.

List view

You can view listed items as a list or tiles. Switch by tapping the List or Tiles icon at the top right of the page. This option is available on every list page, such as the Projects and Modules page.

You can also tap the Sync icon at the top of any list page to manually sync the data when you are in a connected environment. For more information, see Sync .

Bottom menu

You can navigate to the Projects, To-Do List, Notifications, and the Menu pages from the buttons at the bottom of the page. The following image and table show the bottom navigation buttons and descriptions:

Bottom navigation buttons
Name Description

Projects

View and select projects for which you have permission.

To-Do List

View forms and tasks under the Saved or Assigned tabs that need attention. Forms and tasks are listed within organizations and projects you have been assigned to.

Notifications

Send notifications with messages to specific users, roles, projects, or organizations.

Menu

Go to Sync Status, Settings, Submission History, Kiosk Mode, and Sign Out.

Navigate to forms and tasks

From the Projects window, you can navigate to your forms and tasks.

Go to your assigned forms or tasks.

  1. In Projects, select from the list of projects assigned to you.

    The Modules page opens.

  2. In Modules, select from the modules assigned to you.

    The Categories page opens.

  3. In Categories, select from the list of categories.

    The Templates page opens.

  4. In Templates, select templates from the Forms or Tasks tab.

    The form or task opens on your mobile device.

  5. Complete the form or task.

Go to your assigned forms or tasks.

Considerations

All projects, modules, and categories are assigned by your administrator through permissions on the Compliance or Completions web application.