Send and Receive Files

The procedures listed below explain how to send and receive survey files to and from your computer, a mobile device, or a field computer. The process for sending a survey file to a field computer or mobile device requires selection of a prompt, layout, and sorting method themes. If themes have not previously been set up in PCS, begin with the section Work with Themes and Filter Groups and then continue with any of the following procedures for sending or receiving a survey file.

If you want to allow the user to add a new facility record while using the field computer or mobile device, the PCS user who will send surveys to the field computer or mobile device must be set up with the Can Create New Facilities On The Allegro option enabled. For more information about setting up a PCS user account, refer to User Management.

This section includes the following topics: