In-House Training Instance
Last updated
Last updated
All Mobiloan subscribers are given access to a live and demo instance as part of their subscription package.
The live instance is where you trade from in Mobiloan, i.e. where you would capture all your loans to third party clients, any associated transactions and run reports on actual financial data and information.
The demo instance however has a dual function. It gives business owners and managers an instance to play around in and test configurations before implementing the same in their production instance. It is also used as a training tool. Business owners and managers can comfortably train their staff on the fully functional and operational demo instance.
This means that staff can be trained and even given access to the demo instance prior to their being deployed to their posts and in turn given access to the live instance.
To switch between the live and demo instances you need to :
Open the Hamburger Menu by clicking or tapping on the three (3) vertical dots in the top right hand corner of the Mobiloan application :
Click or tap on the Switch Apps button in the Hamburger menu
Click or tap on the instance that you would like to switch to from the available options on the screen
It really is as simple as that to switch between the production and demo instances in Mobiloan.
CHECK YOUR INSTANCE
Users that switch between live and demo instances in Mobiloan must always ensure that they are working on the correct instance depending on their particular circumstances.
For example if you capture a loan for a client on the demo instance accidentally you will have to redo the loan in the live instance.
As developers we often need access to current, relevant data for testing our applications.
The same could be expected by you as a Mobiloan user not wanting to have to duplicate configurations or effectively setup Mobiloan twice just to be able to train staff or make some enhancements to existing configurations for testing before rolling out to the live instances.
It is with this in mind that we created the synchronize option in Mobiloan.
The synchronize option is accessed via the setup menu in Mobiloan.
To navigate there simply :
Log into Mobiloan
Click or tap on the SETUP menu item on the Home screen
Click or tap on the Synchronize button on the SETUP menu
The Synchronize Demo modal will open
On the Synchronize Demo modal you can select the various models that you would like to synchronize or simply select all by clicking or tapping on the Select All button.
Once you are happy with your selections, click on the Synchronize button to synchronize your demo instance to your live instance using the models selected.
You can at any point leave the modal without making any changes to the demo instance by clicking or tapping on the Cancel button.
