To maintain data security & enable offline work, a check in & check out process is used in Ecobot surveys.
Check out a survey in order to add or edit its data, and then check it back in when you're finished to save the data to the cloud. See sections below for more information on how to manage surveys with check in and check out in Ecobot Collector (the mobile app) and Ecobot Manager (the web-based dashboard).
Check In & Check Out on Ecobot Collector
When viewing your list of surveys on Ecobot, you'll notice different formatting on each survey name, as shown in the screenshot below.
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- Checked out - The survey is already checked it out on this device; no further action needed and you can open and edit the survey on this device.
- Available - The survey is available to check out.
- Locked - The survey is checked out somewhere else. To find out who's checked it out:
- Click on the survey's name
- Click on the ellipsis ( ... ) in the upper right
- The text in green will let you know who checked out the survey. After that person checks it in, you can check it out using the steps under Available above.
Check out a survey
- Click on the survey's name
- Click on the ellipsis ( ... ) in the upper right
- Click Check Out Survey
Note: Only surveys created by your account (not one of your teammate's accounts) can be opened and edited on Collector. You can open surveys created by anyone on your team on Manager.
Check in a survey
- Click on the survey's name
- Click on the ellipsis ( ... ) in the upper right
- Click 'Save Survey to Cloud'
- Click 'Check in Survey'
The survey will now be available to Check Out and edit from Manager, by you or your teammates.
Check In & Check Out on Ecobot Manager
Just as in the mobile app, surveys in your list will appear in one of three states, all of which are viewable:
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- Editing (Unlocked icon). You are actively editing. Newly created surveys will default to this setting until checked in.
- Locked (Grayed-out survey name): The survey is checked out somewhere else. Find out by who and on what device by selecting the survey and viewing the checkout status box on the right of the screen.
- Available (No icon): You can check the survey out by clicking on the survey name and navigating to the check in/out box at the right of the screen below the map toggles (see below).
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Select a survey to see its Survey Details page. On the right of the screen, beneath the map toggles, you will see additional details about the survey and its editing status.
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It will appear in one of these three states:
Click 'Check In' or 'Check Out' to perform your desired action. Once the survey is Checked Out, you can begin editing.
Locate Device Information for Checked Out Surveys in Ecobot Manager
If Surveys are checked out in your account and you want to check them back in but aren't sure where they are, you can view this information from Ecobot Manager.