Skip to main content

Physical Location Validation

Ensures audits are performed only when the auditor is physically present at the designated location, enhancing data integrity and preventing off-site submissions.

I
Written by Inanc Onur
Updated over 3 weeks ago

Overview

Physical Location Validation ensures that audits can only be started, continued, or edited when the user is physically present at the selected location. When enabled, the system checks the mobile device’s GPS position and compares it to the coordinates of the chosen location. If the user is outside the defined boundary, audit actions are restricted.

How It Works

The system verifies the user’s GPS location each time an audit action is initiated.
If the user is not at the selected site:

  • A new audit cannot be started

  • An in-progress audit cannot be continued

  • A completed audit cannot be edited

  • The audit becomes read-only

This ensures the accuracy and credibility of audit records.

Enabling Physical Location Validation (Checklist Level)

  1. Open Checklists from the left menu.

  2. Select the checklist you want to configure.

  3. Go to the Settings tab.

  4. Enable Physical Location Validation.

  5. Adjust Proximity Tolerance

  6. Click Publish to apply the change.

Once published, all audits created from this checklist will require on-site presence.

User Experience When the Feature Is Active

Starting a New Audit

  • If the user is not at the selected location, the audit cannot be started.

  • A warning message appears:
    Location Proximity Error – You are not in the selected location. Please go to the selected location.

Returning to an In-Progress Audit

  • The app performs a location check again.

  • If the user is not on-site:

    • The audit opens in read-only mode

    • No responses or fields can be edited

Editing a Completed Audit

  • Editing requires physical presence at the location.

  • If the user is not at the site, editing is blocked and the audit opens in read-only mode.

Override Physical Location Validation (User-Level Temporary Permission)

This setting allows specific users to temporarily bypass location requirements.
It is used for situations such as:

  • GPS not working indoors

  • Managers reviewing audits from head office

  • Training or demo sessions

  • Administrative corrections

  • Emergency access

How to Enable Override

  1. Open Settings → User Management

  2. Select the user and choose View / Edit Profile

  3. Enable Override Physical Location Validation

  4. Select a duration:

    • Minutes

    • Hours

    • Days

    • Leave empty for manual disable

What Override Allows

While the override is active, the user can:

  • Start new audits from anywhere

  • Continue in-progress audits

  • Edit completed audits

When the selected duration ends, the override is automatically disabled.

How Does Physical Location Validation Work in the Mobile App?

When Physical Location Validation is enabled through checklist settings, it becomes actively available in the mobile application. All operations that users can perform on an audit are controlled based on location information. This feature increases data reliability by ensuring that audits can only be conducted at the correct location.

Starting an Audit

  1. During the audit initiation phase, the system checks whether the user is at the selected location.

  1. If the user is not at the location, the audit cannot be started and access to content is not granted.

Continuing an In-Progress Audit

  1. When a user wants to return to a previously started but incomplete audit, the app performs location validation again.

  2. If the user is not at the location, the audit cannot be edited.

  3. The audit can only be viewed, but no changes can be made to any fields.

Editing a Completed Audit

  1. When a completed audit needs to be reopened and modified, the system again requires location validation.

  2. If the user is not at the location, editing operations are blocked and the audit opens in view-only mode.

Override Physical Location Validation (User-Level Permission)

If the “Override Physical Location Validation” setting is enabled for a specific user, that user can perform all audit actions regardless of their physical location for the duration that has been set.

Did this answer your question?