Quick Start for Mobile Users

First Steps:

Your project manager will invite you to the organization via email. Once you create your password on the web application, you can log into the mobile app with the same credentials.

Key Steps for Success:

1. Sync at the beginning of each day over stable connection to get any new changes prior to going into the field.
2. Sync at the end of each day making sure that all data has a green checkmark and a Survey ID.
3. SAVE your data often. Wildnote does not auto-save.
4. Turn off Auto-Sync if you are in a poor service area and sync at the end of the day.

For first-time users:

1. Download the Wildnote app from the app store.
   1. Apple iOS: Go to the App Store and search for Wildnote. https://itunes.apple.com/us/app/wildnote./id1077219625?mt=8
   2. Android: Go to Google Play and search for Wildnote. https://play.google.com/store/apps/details?id=com.wildnote.app
2. Log in with the email and password that you created from the email invite sent by your company.
3. Tap the "Sync All" button in the center of the screen. NOTE: This should be done on a stable internet connection prior to going into the field for the day and again at the end of the day. 
   
4. All projects you are assigned to will show up in a list. 
   
   

Next: 

1. Tap the project name or list icon for the project you are collecting data for.
2. Tap the Create button at the bottom of the screen and select the form you will be filling out.

NOTE: By default, if your form is built with sections and repeatable sections called "repeaters", the view will be collapsed. To reveal the questions in a section, simply touch the chevron symbol to the left of the section/repeater name. Alternatively, you can Expand All questions (and Collapse All questions) by touching the chevron symbol to the left of the form name.

Filter, Sort and Sync:

1. You can FILTER your data for a subset of surveys. For example, all surveys (records) associated with a particular location such as a site number for CRM work.
2. You can SORT your data by a variety of choices such as date, user, form name, last updated etc.
3. Red bubbles mean that data still needs to be synced. The sync will start when you save and exit a survey, or move to different view. (See image below)
4. A complete sync will show a green checkmark and a Survey ID. (See image below)

Saving for Success

1. Wildnote does NOT auto-save your data for you. There is a SAVE and SAVE & EXIT button at the bottom of your screen at all times. As you enter data, hit the SAVE button frequently.
2. If you need to navigate away from Wildnote, a best practice is to SAVE & EXIT before accessing another app or page. 
   

Syncing for Success

1. Before heading into the field, while you still have good connectivity, refresh the app by tapping the brown circular arrows, or pulling down on the project screen.
2. By default, Auto Smart Sync is enabled and anytime you Save and Exit a survey, and the app finds connectivity, the sync will start. You can continue your work while the sync happens in the background and you will notice a red bubble with numbers counting down. A green checkmark plus a Survey ID indicates that the sync is complete.
3. If you know you are working in poor cell coverage, it is recommended to turn off Auto Smart Sync. Go to HOME>Settings (gear icon) and toggle Auto Sync OFF. Once you know you have good connection, you can start the sync by tapping the brown circular arrows, or pulling down on the project screen or pulling down at the top of the list of surveys inside of a project.
4. NOTE: If you navigate away from Wildnote during the sync, the sync will stop. You will need to start it again when you come back to the app. 
5. Green checkmarks next to your project name indicate that all data within that project is synced.
6. First the text data is sent for all survey, then the photos are sent. It is normal to notice a sync slowdown when the app gets to the photos since they are large file sizes.

Updating for Success

If you can, set your mobile device to auto-update Wildnote as new releases come out. We are continually adding new features and fixing any issues that are reported by users like you.

Tips and Tricks for Better Workflow in the Field:

1. If your survey form has sections, then you can easily jump from section to section by touching the hamburger icon in the top right corner of the survey.
   
2. You can touch the 3 dots on the bottom right of a survey name to perform two actions to the survey: Delete and Duplicate
   
3. When in a Project, or a survey, tap the 3-dot menu to select Map View. Then tap the 3-dot menu again to toggle dropped points and project locations on and off.
   
4. If you tap a project location pin in map view, you can start a new survey.

Common Issues and Fixes:

1. App unexpectedly shuts down. There are a variety of reasons that the app may shut down. There may be an issue that needs to be fixed or something that occurred on your mobile device. As long as you have been saving as you go, your data will be there when you reopen the app. If you encounter the issue more than once, please report it to support@wildnoteapp.com so we can address it.
2. Photos appearing to sync, but not showing on the web. If you are syncing data over a poor connection, the photo may leave your device, but fail to complete. Try tapping the "re-upload photo" icon next to the photo in the survey (circled in green below). If that doesn't work, try deleting and re-adding the photo from your camera roll.
3. The project that you are working on is not on your project list. The most likely reason for this is that you are not attached to the project. You can add a user on the web platform. You may also need to perform a pull down sync to receive the new project. 
4. The form that I need to use is not on the list. The most likely reason for this is that the form is not attached to the project. The project administrator can add forms to the project on the web platform. You may also need to perform a pull down sync to receive the new form(s).
5. The changes I made to my form are not showing on my mobile app. You must make sure to perform a Sync to get any changes made on the web app on your mobile device.
6. The sync is going very slowly. If you notice that the amount of time it is taking for the numbers to count down in the sync bubbles is going slowly, it could be because the app is working through the photos. However, you can try force closing the app and reopening it to clear the app memory. This will usually speed things up. The sync is fastest from the Project List page.