Mobile App
      Back to home
      1. Advice and answers from the Wildnote Team
      2. Mobile App

      Quick Start for Mobile Users

      Are you a project manager who needs to get their field crew up and running quickly with Wildnote? Use this quick start guide.

      Watch these short videos to learn everything you need to know to hit the ground running with Wildnote!

      iOS Users

      Android Users

       

      First Steps:

      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.IMG_0149
      3. Tap the green "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.
        IMG_0150
      4. All projects you are assigned to will show up in a list with the Project Name and a file folder icon. 
        IMG_0151

      Next:

      1. Tap the file folder icon for the project you are collecting data for.
      2. Tap the drop-down list at the top of the screen and select the form you will be filling out.
      3. Tap the green Start Collecting Data button.

      IMG_0152

      NOTE: By default, if your form is built with sections and 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.

      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, SAVE & EXIT before accessing another app or page. If you don't do that then you risk losing your data should your phone or the Wildnote app shut down unexpectedly.
        IMG_0154

      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 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 >project page>3-dot menu in the top right>Settings>Auto Sync toggle to 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. It is advised to turn off your screensaver/screen dim during sync to prevent interruption.

      Updating for Success

      If you can, set your mobile device to auto-update Wildnote as new releases come out. We are constantly adding new features and fixing any bugs 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 left corner of the survey.
        IMG_0154-1
      2. You can swipe left on a survey 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.
        IMG_0154-2
      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 a bug 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.
        IMG_0148
      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.