Manually Synchronizing Data

As you work with the Mobile App, your app is regularly synchronized with the ComplianceMate server. You will notice messages like syncing or refreshing appear as you complete tasks. There is no real need to manually synchronize the Mobile App on a regular basis; however, there may be times when this task is necessary:

• You have disabled auto-syncing (see Modifying Mobile App Settings and Running Network Scans).
• Your tablet has lost its Internet connection for a period of time, and you want to make sure that the tablet is up-to-date once the connection has been re-established.
• You know that there have been changes made to one or more checklists or timed logs in the server app, and you want to immediately load those changes into the Mobile App.
  • Normally, changes made in the Server App would be made available in the Mobile App on the following day after your tablet has carried out a Phone Home operation overnight.
• A ComplianceMate Support Agent has instructed you to synchronize your tablet as part of an issue resolution.

To manually synchronize the Mobile App with the ComplianceMate server, carry out the following:

1. Tap on the Mobile App menu icon and choose Sync. The Synchronize Data screen appears:

       

2. Tap Synchronize Data:

   

   • If the Mobile App is able to connect with the ComplianceMate server, the Syncing icon appears with a swirling green ring:

     

     • The Mobile App is temporarily locked.
     • Data from the Mobile App is uploaded to the ComplianceMate server.
     • Updates to your implementation of checklists and timed logs are downloaded.

     When finished, the icon disappears and the Mobile App is unlocked.

   • If the Mobile App is not able to connect to the ComplianceMate server, an error message appears:

     

     • Tap OK, check connections, and try again.