NOTE

New records can also be created by scanning a QR code, as described on the Search page.

New

For the task of ...

I need to ...

Creating a new record

Tap on the tile representing the record you need to create.

Entering information and navigation

Tap on each individual field and enter information as required.

You can navigate through a form by either scrolling up/down, or by selecting the Form Navigator:

This will show a list of all pages of the current form.
Just select the required page, and Roam will take you there.

Submitting the record - applies for off-line or on-line mode

A record can be submitted via the Save and Close button once all mandatory fields have been entered.

Like in the web application, Roam will only evaluate pages which have been "touched" by the user. For example, when all mandatory fields on the first page have been entered, and no other pages have been worked on, the record can be submitted even though there are mandatory fields on subsequent pages.

However, the moment a field on a page is modified, mandatory fields on this page must be entered before the record can be submitted.

Once a record is submitted, Roam will close the record and return to the previous screen.

New records will be uploaded in the background

Saving a record, and continue to work on it - applies for on-line mode only

Unlike using the Save and Close button, simply tapping on 'Save' (top right corner) will keep the record open in Roam, allowing users to progressively work through a record very similar to the web application.

Closing a record before it has been submitted.

You can close the record via the icon on top of the form.

When closing, you have the following options:

• Keep: will keep the record on the Roam device and list it under In Progress. The record can be accessed and edited at a later stage.
• Delete: will immediately delete the record.
• Cancel: to return back to the record.

Closing of on-line records.

Users who are editing an on-line record, for example a record which was part of "My Tasks", will have the following option when closing it:

"Do you want to discard your recent changes?"

• Yes: record will be closed, and all the changes since loading, or last saving the record will be lost.
• No: user will be returned to the record.

In Progress

For the task of ...

I need to ...

Viewing In Progress records

In-progress/incomplete records, which have been created on the device, but not yet submitted to the server.

Records created on Roam but not yet submitted to the web application.

• When you create a record on Roam and decide to keep it rather than to submit, then this record will be part of In Progress.
• This record will ONLY be on the current Roam device.
• You can open and edit this record as often as required. This can be done while on-line, or off-line.
• Once you submit (Save and Close) the record, it will be uploaded and can be viewed in the Web Application, in your My History or searching for the record.
• You will need to be on-line to submit the record.

Suggestion Assistant

For the task of ...

I need to ...

Viewing Suggestions

When the Suggestion Assistant tile is tapped it will open on a new screen.

To go back to the record tap on

• Users will have the option to Dismiss the Suggestions.
  Clicking on Dismiss will hide that Suggestion Assistant for that user, for that record until one of the fields that affects the Suggestion Assistant has been modified.

Copying the 'Suggestion' to a field

To copy the text into a field on the record, or into a subform tap on the

You can then choose the field to copy the suggestion to. The entire suggestion text will be copied into the destination field.