SurveyToGo PDA User Guide
Contents
1. SurveyToGo Page 19 of User Manual 26 7 After a few seconds the device will start synchronizing A small green Spinning circle will appear on the bottom of the device ae Select Survey M ar 1 71 ok QATAR Welcome back john To continue please tap on a survey fram the following list Supermarket Shelves 14 Synchronizing H CE nchronizing Surveys ip Synchronize Tr 8 After a few minutes the synchronization will be completed The small green icon will stop spinning and you will notice that all the survey have O results fF Select Survey X gu 1 21 ok TAS AS Welcome back john To continue please tap on a survey from the following list Supermarket Shelves All results were uploaded Icon with a W 9 Once synchronization is complete you can turn off the device and allow it to fully charge All rights reserved to Dooblo Page 19 of 26 Page 20 of User Manual 26 Chapter 5 Recovering from a hard reset Important Do not perform the following actions unless your device has performed a hard reset due to battery depletion or any other reason Step 1 Device intialization Before you can continue working with SurveyToGo you will need to perform the following steps 1 Make sure your screen is like the one depicted in figure 1 2 Perform the following steps one by one WITHOUT skipping any of them you can refer to the on screen instructions in2. SurveyToGo Survey ToGo Enterprise PDA User Guide SurveyToGo User Manual Page 2 of 26 Table of contents Chapter 1 Working with the system 3 Logging N eeens ren ee ene eee eee 4 Surveys List SCKEON nooo ccc ccccccceccccsseeeeessssssseesessesseeceseseseeeeeeens 5 Survey details SCree ni oi cc cccccccccccceeeeesssssseeeeeeesseseeeeeeeeeeeeeees 6 Backing Up the data ccc ccccccceesssseeeeeeecssesesssseeeeeeeeeseesensaes 6 Conducting the Survey 00 0000 cece ccccccseseesssseseeseceeeseeessseeeeeees 7 Chapter 2 Connecting the device to the computer for the first Me ee re pee eee oe en de ae ee ae ee te oe ene See Te 8 Step 1 Preparations ccccccceeeeerssssceeseeeeeseeeeeeeeeeeeeees 8 Step 2 ActiveSync installation 000000000 ce eeeeeeeeneees 9 Chapter 3 Synchronizing results amp SurveyS 0 ee 16 Step 1 Preparations cccecccceeccsceeeeeeeeseeeeeeeeeeeeeeeens 16 Step 2 connecting the device 2 0 00 ccc cccceeesseeeeeeeeees 17 Chapter 4 Recovering from a hard reset 00 ee 20 Step 1 Device intialization o oo ccccccceeeeseessseesssteees 20 Chapter 5 Updating the application eerren 24 Step 1 General cc ccccccccccceseesesseeessssseeeeeeesesecceeeeeeseeeeens 24 Step 2 Automatically updating the application 0000 24 All rights reserved to Dooblo Page 2 of 26 Dooh SurveyToGo Chapter
3. E ol 8 ineaaic Address Ea http news com com v Go Norton AntiVirus D id aces h ite iyoduct reviews Shop Tech news Downloads Site map D N EWS COM E mail alerts News com Extra Corrections TECH NEWS FIRST i Y NETWORKING PERSONAL TECH n ADVANCED SEARCH EARCH Windows was far more cost effective than Red Hat Linux Google hires ISPs versus Get the facts Microsoft sues the zombies Redmond is not pleased with If service providers don t clean the defection of Kai Fu Lee up customers could defect who has been focusing on new and the health of the Net itself search technologies will suffer analysts warn Windows Server System THE PULSE Most popular headlines s N Also in NEWS COM e Coding misstep forces new Firefox release e WinZip purchased by turnaround specialist Extra Terror forum sows seeds of Jihad e Apple videos hint at film ambitions Bloas Don Juan bosses Keep to vourself Online private eyes draw privacy complaints Internet wy Picturel mix SmallIT_Sol Pawn yor TYIALN bmp ENA JS Bip es lt All rights reserved to Dooblo Page 16 of 26 User Manual SurveyToGo Step 2 connecting the device To connect the device to the personal computer please do the following 1 In the device make sure you are in the Survey List screen To continue please tap on a survey fram the following list Supermarket Shelves 14 Synchronizing E
4. reserved to Dooblo Page 13 of 26 Page 14 of User Manual 26 11 In the following screen clear all the checkboxes by pressing each selected checkbox once then click Next New Partnership Select Synchronization Settings Select the type of information you want to synchronize AvantGo Channels Microsoft Outlook Microsoft Outlook Internet Explorer Sunchronized Files Microsoft Outlook Microsoft Outlook ail To find out more about and to customim ch ont on that information type in the list and 2 2 C i ic k h ere Cancel Help Setup Complete Tou are now ready to start exchanging information between pour mobile device and this computer Upon exiting this wizard Microso ActiveSync will open and IF your device is a guest click Explore on the toolbar and start exploring your device IF your device has a partnership synchronization starts Please wait until eynchronization is complete before using pour device Click Finish to exit this wizard Click here Cancel Help All rights reserved to Dooblo Page 14 of 26 Page 15 of User Manual 26 13 In a few seconds the following screen will appear Please do not continue until the green circle stops spinning Microsoft ActiveSync Seles File View Tools Help Details Explore Options C J Connected Information Type Status spinnin
5. rights reserved to Dooblo Page 3 of 26 Dooh SurveyToGo Chapter 2 Working with the system User Manual Page 4 of 26 Logging in The first screen of the application is the login screen O Welcome please enter your credentials Organization Click here 123 1 2 3 4 5 6 7 8 9 0 Tabjajwje r t y ujijojp i 1 CAPja s da flajh ijkjiji e EL TIVE imed ad SIR a Ce In this screen you should enter your login details as you have received them from the system administrator and tap the Login button to login All rights reserved to Dooblo Page 4 of 26 Cd La p J SurveyToGo Surveys List screen User Manual Page 5 of 26 After successfully logging into the system you will be transferred to the survey list screen where you can view a list of all the available surveys and their current results on the device PF SelectSurvey a a EE Ea ok ETAGERS be O Welcome back john To continue please tao on a Please wait while loading the survey trom the following list Surveys S Supermarket Shelves Tools Synchronize Help E Tools Synchronize Help 9 Ej Select the desired survey and tap it gt gt gt The survey will be loaded In order to select the desired survey simply tap once on the survey Important Loading the survey for the first time can take a while depending on the length and size of the survey This is a normal condition Simply wait for the wait cursor to s
6. 1 Installing SurveyToGo on the mobile device User Manual Page 3 of 26 Installation SurveyToGo can be installed on your Windows Mobile device in 2 ways 1 Through the SurveyToGo Designer application 2 Directly by using a CAB file The preferred way to install SurveyToGo is by using the Designer Installing SurveyToGo from the Designer In order to install SurveyToGo from the designer please follow these steps 1 Open up the Designer 2 Login using your user name and password 3 Click the Tools gt Install To Mobile Device option 4 Follow the onscreen instructions Note SurveyToGo requires the NET Compact Framework and SQL Mobile on your device When installing from the designer all necessary components are installed along with SurveyToGo Installing SurveyToGo directly by using a CAB file SurveyToGo requires the following components in order to run correctly 1 NET Compact Framework v2 2 SQL Mobile Edition To download and install these components please refer to www microsoft com mobile Please make sure that these component are installed prior to following these steps note when using the Designer to install SurveyToGo there is NO NEED to install any of these components as the Designer installs them for you 1 Transfer the CAB file to your device by using the File Explorer 2 Use the File Explorer on your device to locate the CAB file then tap the file once to start the installation All
7. BEX nchronizing Surveys Hi Tools Help Synchronize Ea 2 Plug the cradle to an empty USB slot 3 Connect the cradle to the electrical power plug a All rights reserved to Dooblo Daobio Page 17 of 26 Page 17 of 26 Page 18 of User Manual 26 4 Put the device onto the cradle 5 Make sure the ActiveSync icon located on the bottom right corner of your desktop is green ActiveSync 6 Important If you are seeing the following screen Please turn to Chapter 2 Connecting the device to the computer for the first time Once completed continue with the instructions New Partnership Set Up a Partnership This wizard helps you establish a partnership between your mobile device and this computer You can setup either a standard partnership to synchronize data between your device and this computer or a quest partnership to simply transfer data between your device and this computer What kind of partnership would you like to establish between your device and this computer want to sprchronize data between my device and thi computer Keeping data such as e maill arid calendar tems up to date in both places C Guest partnership lwant to only copy and move information between my device and this computer add and temove programs or restore a backup image on a device whose memon hat been reset do mot want to synchronize data All rights reserved to Dooblo Page 18 of 26
8. Navigate the survey O Products are hidden by bigger products fram competition Shelf is dirty and looks uninviting Cancel 7 Supermaket staff is unaware of stop survey our product names and prices continue later To cancel the survey and go back to the previous screen you can tap the red cancel button as shown in the above figure You can also stop conducting the survey to later continue working on it by pressing the blue disk button Once you have answered all the questions in the survey the survey is marked as completed and you are redirected back to the previous screen the Survey Details screen Notice the list of results is now updated with the new survey result 3 20 07 2005 1 22 28 PM PPC_Subj Conducted Surveys Conducted New Results Tools Help All rights reserved to Dooblo Page 7 of 26 Dahle User Manual Page 8 of 26 Chapter 3 Connecting the device to the computer for the first time Important Do not connect the cradle to the computer until instructed to do so Step 1 Preparations Before installing please make sure of the following 1 2 Your personal computer is switched on Your internet connection is turned on and is working To check open up internet explorer and go to www news com if the site loads up your internet connection is turned on amp working T a a a My Compute CNET News com Technology news and business reports Microsof
9. addition to the following instructions f Windows Mobile Keep tapping on the center of the cross until the screen changes This might take 5 taps or more Tap once in the center of Tap the screen once the cross All rights reserved to Dooblo Page 20 of 26 Page 21 of User Manual 26 Tap amp hold on the white Click the Next button box until a menu appears Tap the Cut option Ip 9 O Seiten E a ee ee a me Donn lt ni e gere s carp ade ALEO m ve Seth est anne open E dette nals Tap and hold on the line marked 11 until a menu Sele EAER EE Tap the Next button menu pops up All rights reserved to Dooblo Page 21 of 26 Page 22 of User Manual 26 gt E ote k Setup ty 4 903 print i be Par Atiga Sse 3rz2ea s vF rSiszes In this screen do not do ANYTHING Simply wait 20 Click the next button Tap the screen once more seconds while the application installs itself All rights reserved to Dooblo Page 22 of 26 Page 23 of User Manual 26 Once the installation in finished perform a soft reset After the device is done with the soft reset SurveyToGo will load with the latest data All rights reserved to Dooblo Page 23 of 26 Page 24 of User Manual 26 SurveyToGo Chapter 5 Updating the application Step 1 General SurveyToGo includes an auto update process This process checks to see if there are
10. any updates to the application each time you synchronize the device Step 2 Automatically updating the application Once you synchronize the device the auto update process will check for an update If it finds one the following message will be displayed Software update is available Do you want to download and install To update the application please follow the following instructions All rights reserved to Dooblo Page 24 of 26 ae Ve p Page 25 of User Manual 26 i Ti I I Faan e iig sail Software update ts available Do you want to mq Bownload completed The download and install 4 application will now be Closed and re opened after install SEAP meaa a i r ea a gia E it ew Press the YES button and wait for approximately 30 seconds Once this message comes up press the OK button and wait for application to close All rights reserved to Dooblo Page 25 of 26 To bo cab iin gE a SurveyToGo Installing Dooblo Copying files i Th i IPAQ File Store Survey ToGo CorntrolLib Pock Do not do anything on this screen Page 26 of User Manual 26 Welcome please enter your credentials Password Once the application loads up again simply login to complete the update process All rights reserved to Dooblo Page 26 of 26
11. et up ether a standard partnership to synchronize data between your device and this computer or a quest partnership to simply transter data between your device and this computer What kind of partnership would you like to establish between your device and this computer want to synchronize data between my device and thi computer keeping data such as e mail and calendar items up to date in both places C Guest partnership want to only copy and move information between my device and this computer add and remove programs or restore a backup image on a device whose memory has been reset do not want t Click Here Cancel Help 10 Press Next once more New Partnership Specify how to synchronize data Choose to synchronize with your desktop andor a server You can synchronize data such as e mail messages and calendar items between your device and this desktop computer However if you have access to a Microsoft Exchange Server with Exchange ActiveSync you can also choose some information types to synchronize directly with a server getting the most up to date information even when your desktop computer is turned off How do you want to synchronize with pour device Synchronize with Microsoft Exchange Server and or this desktop computer Mote You must have access to Microsoft Exchange Server with Exchange ActiveSync or Microsott Mobile Information Server Click here Cancel Help All rights
12. g green circle gt gt gt gt Microsoft ActiveSync DHR File wiew Tools Help ae B Details Explore Options Connected Synchronized Information Type Status turns into a steady green circle 14 The first time installation procedure is now complete To synchronize your results and surveys please turn to Chapter 3 Synchronizing results amp surveys All rights reserved to Dooblo Page 15 of 26 Page 16 of User Manual 26 Chapter 4 Synchronizing results amp surveys Important If this is the first time you are connecting the device to your personal computer please do not continue and turn to Chapter 2 Connecting the device to the computer for the first time Step 1 Preparations Before synchronizing the device please make sure 1 The personal computer is turned on 2 There is a small circle located on the bottom right corner of your desktop The circle can be either green or gray ActiveSync ActiveSync Or 3 Your internet connection is turned on and is working To check open up internet explorer and go to www news com if the site loads up your internet connection is turned on amp working Sale Th 2 So as A a MY Comput CNET News com Technology news and business reports Microsoft Internet Explorer File Edit View Favorites Tools Help gt E EA py Search Si Favorites E A gt s W
13. l Page 9 of 26 ActiveSync allows for connecting your device to your personal computer To install ActiveSync please do the following 1 Insert the SurveyToGo installation CD to your CD DVD drive 2 Run the Setup exe file from your CD by doubling clicking the Setup exe file located on the CD The following screens will show up Microsoft ActiveSync Extracting forminshexc CLL Cancel and right after that Copying Files pwoftensadll To comp delreg Then this one Microsoft ActiveSync Setup is preparing the InstallShield A Wizard which will guide you through the rest of the setup process Please wait All rights reserved to Dooblo Page 9 of 26 ae Ve p Page 10 of User Manual 26 3 After a few seconds the following screen will appear Press the Next button Microsoft ActiveSync set Up Microsoft ActiveSync 3 7 Before you can exchange intormation between your mobile device and this computer you must set up ActiveSync This setup wizard will guide you through Installing the ActiveSync program on this computer Setting Up your mobile device Note Itiz strongly recommended that you exit all Windows programs before continuing with this setup wizard Click Next bo continue with the setup process Click Cancel to quit setup Click here Then press Next in the following screen as well Microsoft ActiveSync Select Installation Folder Install Microsoft Ac
14. t Internet Explorer File Edit View Favorites Tools Help a Q sax amp a EA JO search P Favorites E2 ea 2 wi p rel 8 MANasn Address E http news com com v B Go Norton Antivirus g aces 3 CNET tect Product reviews Shop Tech news Downloads Site map RZ NEWS COM ED D TECH NEWS FIRST E mail alerts News com Extra Corrections j 1 ENTERPRISE 4 ENTERPRISE Fe m J Sait A WORKING PERSONAL TECH z ADVANCED SEARCH APYANG AER 70 Windows was far more cost effective than Red Hat Linux Google hires ISPs versus Microsoft sues the zombies Redmond is not pleased with If service providers don t clean the defection of Kai Fu Lee up customers could defect Win W rver m who has been focusing on new and the health of the Net itself dows Server Syste search technologies will suffer analysts warn Get the facts THE PULSE Most popular headlines s N Also in NEWS COM e Coding misstep forces new Firefox release e WinZip purchased by turnaround specialist Extra Terror forum sows seeds of Jihad e Apple videos hint at film ambitions Bloas Don Juan bosses Keep to vourself e Online private eyes draw privacy complaints Internet Small_IT_Sol Pawn Yor ayehollow aif doabloSmall Internet MOAccess_H Picturel mix Pass TYIALN bmp txt EN _ J8 Bing All rights reserved to Dooblo Page 8 of 26 SurveyToGo Step 2 ActiveSync installation User Manua
15. tiveSync in the default folder or create a new one ActiveSync will be installed in this folder C Program Files Microsoft ActveSync Click Change to select a different folder for installation of ActiveSync Change Space Required 10517 K Space Avallable 1725201 K All rights reserved to Dooblo Page 10 of 26 Page 11 of User Manual 26 SurveyToGo 4 The computer will start showing a percentage bar Please allow the computer to go all the way up to 100 Copying file WCE SMagrexe al Cancel 5 Once 100 has been reached you should see the following screen Do not press any key Get Connected Get Connected To connect your device to this PC 1 Connect the cable to the PC 2 Turn on the device 3 Place the device m its cradle Activesyne should automatically detect your device If your device is not automatically detected click Next Ifyou are using infrared IF click Help All rights reserved to Dooblo Page 11 of 26 Page 12 of User Manual 26 EEAO 7 Connect the cradle to the electrical plug point ab 8 Put the device onto the cradle All rights reserved to Dooblo Page 12 of 26 Page 13 of User Manual 26 9 After a few seconds to following screen will appear Press the Next button New Partnership Set Up a Partnership This wizard helps you establish a partnership between pour mobile device and this computer ou can s
16. top spinning All rights reserved to Dooblo Page 5 of 26 m C md hd p SurveyToGo Survey details screen User Manual Page 6 of 26 After loading the survey you will reach the following survey details screen From this screen you can start conducting surveys Completed 0 Not Completed 0 Backup results No results for this survey Conduct Survey Conducted New Results Tools Help In order to start conducting a new survey simply tap the big green Start button and the screen will turn to the conducting screen Backing up the data In order to backup the collected data to the attached external backup card tap the big blue Backup button All rights reserved to Dooblo Page 6 of 26 z z gt La p J User Manual Page 7 of 26 Conducting the survey Conducting the survey consists of reading the question entering the proper answer and navigating the survey as needed 2 sample screens from a sample survey are Shown below Notice the navigation bar which is used to navigate through the survey as needed HA Supermarket St MX ea 1 22 7 Supermarket St H gi 1 39 What supermarket are you in O Agua super O Minisuper extreem Choose 1 or more of the following problems that exist with our products on the shelves O Products are scattered and not E Supreem super Inc centralized together Agfamilia supermarkets Inc Other Specify
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