Findings Module on Mobile App
Introduction:
The Findings module acts as a register of all Findings that are added during an Event performed on a mobile device. By default, all open Findings the user has access to are synced to the mobile application which allows users to manage their Findings and Risks on the mobile platform. Users can create, edit, delete, and change the inherent risk of a Finding on the mobile device while offline. Additionally, users can filter and display Risks for a specific site while offline.
Findings can be created through the Findings module or through an Event Reference Attachment.
Syncing Findings:
Open Findings will remain on the mobile application after an Event is synced back to the web application. Closed Findings are removed from the device after they have been closed and synced back to the web application.
Steps to view Findings:
- Log into the CMO mobile app.
- Go to the home screen and click on the Findings button.
3. A new page is displayed with a list of Findings.
4. The user can create a new Finding by clicking on the add icon available at the right top corner of the page. A new Finding page with a form is displayed where the user must enter all the details in the findings page and click save to save the form.
5. The user can also add an action to the finding by clicking on the Action button available at the top right corner of the page. A new Action page with a form is displayed with the details to be filled and saved.
Filter the Findings:
The user can filter the Findings for quick access based on the filters available.
- From the Findings list page, click on the filter icon .
- A new page is displayed with the available filter options.
3. A list of the Findings will be displayed on the Findings list page based on the filters Org Unit, Entity and Entity Type selected.