OverviewThe ReadiNow Offline Mobile capability enables users to capture structured information when they are without internet access at the time. A typical use case is where someone is working remotely or in a 'reception blackspot' and needs to capture, for example, details of an incident or investigation. With this feature your users can:
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How it works
Setting up Offline Capabilities
- Create a Classic Form (or use an existing Form) that should be available to users when offline.
- Add the Form to the tenant's Offline Profiles (Administration > Settings > Offline Profiles) and
- Send your Users the link provided at the top of the offline profile screen
Using Offline Capabilities
Prior to going offline:
- Navigate to the link provided
- Optional: "Add to home screen" of your phone for easy access later (for iOS see "Add website icon to home screen" here https://support.apple.com/en-il/guide/iphone/iph42ab2f3a7/ios)
- Sign in
- Tap on "Download" at the bottom menu bar
- Select the forms you want available offline
- Tap "Download Enabled Forms"
When Offline:
- Navigate to the link provided
- From Homescreen, tap on the form you wish to open
- Complete the data, and save using checkbox in top right corner
- Keep adding records as needed
When online again:
- Tap Upload to upload records
Note: Draft records can be reopened at any time for further editing (unless they have been deleted or already uploaded by the User).
Forms on the uploads screen can be opened for review or edit; or they can be deleted. Forms that are 'complete' can also be synchronised to your tenant (if an internet connection is available).
Administration
Offline Profiles
An offline profile is a collection of Forms that share common settings, specifically:
- whether the profile is enabled or disabled
- whether users can turn a Form Off or not
Security Considerations
Offline Mobile respects the Security Rules for your tenant. If a User Role does not have permission to access the Form on your tenant they will not be able to access the Form on their Device (it won't be listed as an available Form).
Offline Mobile does NOT allow users to download any Records. Once a record has been uploaded it will no longer be accessible using Offline Mobile.
In the context of the Offline Mobile app, logging in enables the logged in user to check for and download Forms for Offline use and to upload completed records. Since the application is intended for Offline use, logging in is not required to create, view and edit draft records.
The app supports both Single Sign On (SSO) as well as native authentication (i.e. UserName & Password). To use Offline Mobile without a network connected the user must have already logged into the App and downloaded the forms required for offline use, this requires an internet connection.
Form Design Considerations
What is supported:
- Mandatory Fields
- Image upload
- Show Hide Rules
- Lookups and Relationships (Pickers)
Best Practices
- keep form names short
- forms should be uniquely identifiable from the start of their name
- test forms