Mobaro allows you to carry an incomplete checklist across multiple devices that you are logged onto with your user as well as sharing the incomplete checklists with your team in order to make it a collaborative effort to fill out the checklists.
Making this work correctly relies on the individual users who are working with the checklists to know how all of this works.
By default, when you exit an incomplete checklist and save your progress, all of your data are stored on the device and remain locked to your user. As a consequence, the checklist can only be resumed by your user on the same device. This is referred to as a "locally stored checklist".
When exiting your checklist you can also choose to "Save your progress in the cloud", meaning to store your incomplete checklists with Mobaro instead of locally on the device. When doing so, you are able to resume your checklist from whatever device you are logged in to. When resuming a checklist from the cloud, your app downloads all the required content locally to your device so you can carry on from where you left it and have full access to created assignments, notes and added media files.
Furthermore, when choosing to save your checklist progress in the cloud you can also choose enable "Allow others to resume" not only does this upload the incomplete check to Mobaro but it also allows all users who could originally start the checklist to resume it from where you left it - on their own device, of course. This process can be repeated as many times as needed and shared between as many users as you want.
Check out this illustration of the 3 different workflows described above:
Besides the obvious advantages of allowing you to share checklist progress across devices and allowing you and your colleagues to collaborate on the checklists the feature does come with a few caveats which you need to be aware of:
- Checklists which are saved in the cloud leave the devices entirely - this means that resuming them does require you or another user to be online in order to resume the checklist.
- When saving a checklist in the cloud it is the users' responsibility to remember to enable "Allow other users to resume". If this isn't done, the checklist can't be resumed by anybody else.
- Assignments and media files from incomplete checklists which are stored in the cloud are registered immediately. This means that assignments can be accessed and solved by the users whom they are assigned to and the media files will be available in the gallery.
- Checklists stored in the cloud and possibly shared between multiple users are still subject to the timeframes dictated by their schedule - a checklist saved in the cloud will still time out and miss its deadline if not completed in time thus resulting in a "missed result" and be unable to be resumed again.
- When resuming a checklist saved in the cloud and shared with others, you are effectively signaling that "I will work with this" to Mobaro. Since we don't support simultaneous users in a single checklist, this effectively results in nobody else being able to resume the checklist until you've re-submitted it to Mobaro by saving you updated checklist with Mobaro.
- Your device can only hold one local copy of a checklist for a location - so in edge case, that both you and your colleague has started on the same checklist.
Saving (and sharing) incomplete checklists
When exiting a checklist you will be presented with options whether to save it locally or in the cloud. If you choose to select it in the cloud you are presented with one further option: whether to share the incomplete checklist among your team or not.
You'll note, that the save button reflects where your progress is being saved based on your selection. If you've chosen to save locally on the device it will say "Save on this device" while it will say "Save in the cloud" if you've chosen to do so.
Resuming checklists work exactly like it always has. A checklist with content which can be resumed is still marked with the blue dot in the right margin. There's no distinction made whether it is content stored locally on your device or in the cloud - that'll be displayed on the following list.
In most cases, you'll only have a single item to resume from. But there can be more in the list.
Each item in the list is clearly denoted with either a cloud icon or a phone icon indicating if it's stored locally on your device or if it's progress which can be resumed from the cloud. Likewise, it's clearly noted who last saved the incomplete checklist, when they saved it and how far along in the checklist they are.
As noted previously, you can run into situation where you have both local and cloud content available. In such cases you need to be aware, that your device can only carry a single instance of a local copy of a checklist at a time. This means, that resuming from the cloud will overwrite the local instance you might have stored - don't worry, we do warn you about this.