The end-of-day sync that prevents lost records

Practical steps

1. 1

   Get back inside Wi-Fi range. Cell signal is not reliable for full sync.

2. 2

   Open the app. Pull down on the home screen to trigger a manual sync.

3. 3

   Open the drafts area. Anything still in drafts has not synced yet; finish or discard it now.

4. 4

   Open the activity log. The bottom entry should have today's date and the word Synced.

5. 5

   If sync fails, screenshot the error and pin it to your admin. Do not close the app.

Key takeaways

• Cell signal is not enough for full sync on most apps. Wait for Wi-Fi.
• Drafts that survive a day become drafts that survive a week. Clear them at end of day.
• Screenshotting sync errors protects you when the record turns up missing later.