RiskBase Desktop

Downloading

In order to work without an internet connection, the company and property data needs to be downloaded to your device. Make sure your device has the most up to date data before heading to site.

Companies and properties appear greyed out before they have been downloaded.

Download Companies

From the companies page, there are a number of ways to download companies:

  • Tap on a company name and tap Download Company to download a single company.
  • To download one or more companies, you can tap on the ticks to the left of the company names and tap Download at the top right of the screen.
  • To download all of the companies at once, tap on a tick, tap Select All at the top of the screen and Download.

See Downloading and Removing #Video for more.

Search and Filter

The search tool scours your data and is great for looking up street names, postcodes and any references that have been assigned to a property.

You can filter for:

All Properties Shows everything
Downloaded Properties The properties, you have previously downloaded
Not Downloaded Properties Properties that have not yet been downloaded
Assessments Assigned to Me Only properties assigned to you
Pending Uploads Any data ready to be uploaded

To use search or add one or more filters, tap Filter at the top right of the screen, enter your search terms and/or turn on the filters.

If you cannot find what you are looking for; try deleting anything in the search bar, turn off any filters and try again.

Download Properties

Tap on the company name you want to access and tap Open Company to load the list of properties associated with it.

You don’t have to download everything, in fact, it’s more efficient to only download the data you need if you manage hundreds of properties.

You can download individual, multiple or all of the properties:

  • Tap on a property and tap Download Property for a single property.
  • Tap on one or more ticks to the left of the properties and tap Download
  • at the top right of the screen.

  • For all properties, tap on a tick and at the top, tap Select All – tap Download.

See Downloading and Removing #Video for more.

Remove Data

You might want to remove the data on your device for a number of reasons; to keep the device organised or to free up space for a different set of properties for example.

Remove Properties

You can remove individual, multiple or all of the properties at once:

  • To remove a single property, tap on a property name and tap Remove From Device.
  • To remove one or more properties, tap the ticks to the left of the properties and tap Remove at the top right of the screen.
  • To remove all properties in the list, tap on a tick and at the top, tap Select All – tap Remove.

Delete Companies

You can remove individual, multiple or all of the companies at once:

  • To remove a single company, tap on a company name and tap Remove From Device.
  • To remove one or more companies, tap the ticks to the left of the company and tap Remove at the top right of the screen.
  • To remove all companies in the list, tap on a tick and at the top, tap Select All – tap Remove.

Removing a company from your device will also remove all property data associated with it.

See Downloading and Removing #Video for more.

Downloading and Removing #Video

Take a look at how to download and remove data inside RiskBase mobile: