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Using your mobile device

Step by step guide for using your mobile device with Fulcrum (Basic)

Cory MacVie avatar
Written by Cory MacVie
Updated over a week ago

Once your apps and data have been synced to your mobile device, you can begin to collect records. Collecting records is a straight forward procedure. In this section, we will show you how to create a new record, edit an existing record, and touch on a few of the advanced features and functions.

To better familiarize yourself with Fulcrum on your mobile device you can refer to the iOS and Android parts of the mobile section of the online manual.

Creating a New Record

Creating a new record in Fulcrum is as simple as tapping on an icon and then entering in the data.

Each time a new record is created the record’s location is captured from the device’s GPS (This information could come from an external GPS that is paired to your mobile device). The location can also be set manually on both iOS and Android devices.

Additionally, the record also captures data for several other metadata fields such as the timestamp and the user that created the record. More information can be found in the system fields section

iOS

To create a new record tap on the create new record icon (+) on the right side of the lower menu bar.

This will create a new record at the device's current location. This location can be manually edited if needed. Once you have completed entering in the values for the new record, tap on save text in the top-menu-bar to save the record.

Android

To create a new record tap on the create new record icon ( + ) in the lower-right corner of the screen.

This will create a new record at the device's current location. This location can be manually edited if needed. Once you have completed entering in the values for the new record, tap on check mark icon in the top-menu-bar to save the record.


Editing an Existing Record

To edit a record you must first locate the original record. This can best be done by using the search bar. If you know the record’s location you can also locate the record by finding it on the map view.

Searching for a record can be done from either the main map or list views. Additionally, using the filter functionality can also be helpful. To learn more about these features, please visit the iOS and Android parts of the mobile section of the online manual.

iOS

Map view

Once the record has been located on the map view tab. Tap on the pin then tap on the record title to open the record in the editor.

List View
Once the record has been located on the list view tab. Tap on the record to bring up the edit record screen.

Android

Map View
Once the record has been located on the map view. Tap on the pin, then tap on the record title.

List View
Once the record has been located on the list view tab. Tap on the record to bring up the edit record screen.

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