Mobile App Installation Overview

Depending on how your business has implemented ComplianceMate, the Mobile App is used for the following:

• Completing Checklists.
• Accessing the Dashboard to review the status of your location, including its temperature sensors.
• Viewing Reports.

Mobile App Installation

The Mobile App is installed on a tablet or similar smart device:

• If your organization purchased the tablet from ComplianceMate:
  • The Mobile App is already installed on the tablet and will be updated automatically when changes are available.
  • The tablet is already registered with your location. All you need to do to access the Mobile App is start it.
  • Google login credentials for accessing the Play Store is provided by ComplianceMate.
• If your organization is using its own tablets:
  • The Mobile App will need to first be installed on the tablet from the Google Play Store.
    • You will need to have a Google account active that you can use for logging into the Google Play Store.
    • If you do not have a Google account that you can use for the tablet, then you will need to create one (see Creating a Google Account for Your Tablet).
  • The tablet will then need to be registered with the location where it will be used.

Tablet Registration with a Location

Registration of a tablet with a location is handled through the Server App:

• Registration can be carried out using either of the following methods:
  • Generating a QR Code on the Server App that is then scanned by the Mobile App.
  • Generating a One-time Code on the Mobile App that is then entered into the Server App.
• A tablet can only be registered with one location at a time.
• A tablet can be moved from one location to another:
  • Data previously collected and synchronized through the tablet will remain on the server for the location.
  • When the tablet is moved to another location, data from previous locations cannot be accessed through the tablet.
• A location can have more than one tablet.

Before you begin using the Mobile App...

Before you begin using the Mobile App on a tablet, the following must be carried out by your system manager:

• The Mobile App must be installed on the tablet:
• The tablet must be registered at a location in the Server App. Once the tablet is registered, that tablet can be used at the location without the need to enter any additional credentials.

Throughout this guide, the term tablet is used to describe the device where the Mobile App is installed.  The Mobile App can be installed on any smart device, including tablets and smart phones, that meets minimum system requirements and configurations.

Tablet App Settings for the Mobile App

Tablet App Settings for the Mobile App can be viewed in Viewing App Settings for the Mobile App.

Creating a Google Account for Your Tablet

On you tablet, carry out the following:

1. Start Settings.
2. Tap Accounts and backup > Manage accounts > Add account.
3. Tap Google. After a few moment, the Sign in screen appears.
4. Tap Create account, and choose For work my business.
5. In the First name field, enter the city of the location.
6. In the Last name field, enter the 2-character abbreviation for the state of the location and tap Next.
7. In the Month, Day, and Year fields, enter January, 01, and 1980, respectively.
8. In Gender, select Rather not say and tap Next.
9. Tap Create your own Gmail address and enter the following:
   • fgtablet####@gmail.com where #### is the number of the location where the tablet will be used.
10. Tap Next.
11. Enter a Password and tap Next.
12. On the Review your account info screen, tap Next.
13. Tap I agree to the Privacy and Terms.
14. Tap Next for Google Services.
15. Tap Remind me later for Set Up Payment Info.
16. Tap Next.

A Google account has been set up which you can use to log into the Google Play Store and install the ComplianceMate app.

• If you are already logged into Google with a different, non-store account:
  1. Tap on the user icon in the upper right corner of the Play Store page.
  2. Tap the down arrow to the right of the current login name.
  3. Choose the account you just created.
  4. Tap Accept for Terms of Service. The Play Store is loaded for that account.