Running & Scheduling Syncs
You will need to perform a sync to send out information to Clik Testing (Field). This will also move any changes to staff users, certs, addresses and templates across to field devices.
To do this, you will first need to have the correct privileges set up. Follow this guide and ensure that the ‘Can Sync Certificates‘ privilege is set to “allow”.
Run A Sync
In the office software, you can run a sync from the certificate screen.
Click on the ‘Sync’ button in the top right of the screen.
The progress of the sync is visible in the bottom bar.
You will then need to perform a sync in Clik Testing (Field). See the following support articles for more information on syncing:
Schedule A Sync
If you want to automatically perform a sync at certain intervals during the day, you can set a sync schedule.
Go to Edit > Settings.
Navigate to the ‘Field Users’ tab. Here you can tick the ‘Enable Schedule Sync’ box and adjust the schedule settings to suit your business hours.
Automatic syncs require the software to be open on the server (or standalone machine), so you will need to alter the “between” times to coincide with this.
Click ‘Okay‘ when you’re happy with the choices to close this window.