Mobaro

Validation adds a second set of eyes to completed Checklists. Set up a Schedule for validation, create a Reviewer role, assign Reviewers, then approve or disapprove Results from the mobile…

How to validate Checklists

When a Checklist question would raise an Assignment and open ones already exist, Users can link to an existing Assignment instead — shown as a Referenced badge on the Result…

Referenced Assignments in Checklist Results

Edit or delete individual answers on a submitted Checklist Result in Mobaro, what gets recalculated and what doesn't, and how every change is logged on the Result's Activity Feed.

Modify Checklist Results

Invalidating a Result permanently removes it from the Gallery, Dashboards, and reporting. Learn what invalidation does, when to use it, the schedule and resumable options, and the alternatives.

Invalidating Results

Disapprove a Checklist Result in Mobaro to exclude it from dashboards and reporting without deleting it — when to use it, what happens afterward, and how it differs from invalidating.

Disapproving Results

How to handle missing results

Export Mobaro Results as PDF or Excel — detailed PDF, Excel document, aggregated Excel, and Power Query dashboard — plus when to use each and how to pull Results programmatically…

Exporting Results

Learn how to change the location associated with a completed result in Mobaro, including considerations for scheduling impacts.

Changing a result's location

Reassign a completed Result to a different User from the Results page — overwriting the original user in reporting, dashboards, and any elements tied to them.

Changing the User Who Completed a Result

How can I locate rejected, resumed, or completed checklists in Mobaro?

Logan Bowlby

Learn how to follow up on Results by validating entries, flagging issues, creating Assignments, or sharing key findings.

Taking action on Results

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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