iOS User Guide
This guide contains information on installation of the CMO application on an iOS device, use of the major modules, log file and data backup instructions, explanation of key features, and a brief FAQ.
Welcome to the CMO Compliance iOS application User Guide. The iOS application functions as an offline version of CMO that can be used on iOS mobile platforms. Similar to the web application, the users can create and perform events and audits, configure reports, manage Actions and Findings, and complete syncs between the web and mobile applications. Additionally, dashboards and widgets can be accessed in the offline iOS app.
This guide will detail several Admin and End User processes that can be executed on the mobile iOS CMO Compliance application (iPhone, iPad, iPad Mini, iPad Pro).
General Use Information
Swiping to navigate:
- Most of the navigation on the CMO iOS app is controlled by using the buttons on the interface.
- Exception: Actions Module. Users can swipe right to open the Complete menu.
Saving information in the app:
- The app saves information automatically. Any time a user changes pages, selects another module, or exits an event the information will be saved.
- Exception: The only action that would potentially cause data loss is a total app crash.
Multi-tenant users switching tenants:
- Users can toggle between tenants using the icons that appear in the top right corner of the sync screen.
- Admin sync will initiate automatically any time a user switches between tenants.
Generating Reports:
- There is a generic report built into the mobile CMO app which allows clients to generate on-site reports while in the field.
- Installation Guide
- This section details how to properly install the CMO Compliance application on a mobile iOS device. The CMO mobile app is not client-specific.
- Syncing on iOS
- This section details the different syncing scenarios that Admins and End Users will encounter while using the CMO iOS app.
- Setting Mobile Permissions
- Admin Users must grant Role Permission to log in, view, and edit in the mobile CMO app. This section details how to enable the permissions listed below.
- How do I find the iOS Software Version and Module?
- How to find the iOS Software Version and Module
- How to turn off automatic App updates on iOS
- How to turn off automatic App updates on iOS. You will learn how to turn off automatic App updates on iOS devices such as iPhone and iPad devices.
- CMO How to clear / refresh the iOS App
- How to clear / refresh the iOS App; The goal is to understand how to refresh the iOS App
- How do I find the CMO iOS App Version
- To understand what CMO iOS Version you have installed on your iOS Device (iPhone / iPad) After completing this how-to you will have the knowledge to check if this is the correct version for your CMO Software.
- Sync API Changes
- This document provides information on changes made to the Sync API for both Web and Mobile (iOS and Android).