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Managing Offline Work Orders

Mobile Worx allows you to manage work orders from the Dashboard when your device has limited or no connection to the internet. You can make changes to work orders in offline mode, then sync your changes once you return to an area with improved service.

 

Online

Header color is Blue

 

 

Offline

Header color is Red

 

 

When switching to offline mode, a pop-up window will appear with two download options:

  • The Only changes since: option allows you to use the data that was last downloaded to your device. The date and time listed corresponds to the last time you went offline.
  • The Clean offline database option will download the entire database. *Note: It is recommended that you download a clean database when toggling offline to ensure you are using the most recent records.

 

 

     The Dude Says:

The records you’ve recently used are kept on your mobile device, and are also known as cached data. It is recommended that you do not clear your browser cache when in offline mode.

Online/Offline Functionality

There are some features that are not available or have reduced functionality when in offline mode. For example, you cannot accept requests, assign staff other than yourself, or view the last five work orders on a Location or Asset record. In the tables below are a list of features and their online/offline functionality.

Departments Menu

*Note: The Transportation tab will be available offline for work orders, but your trip data will not be accessible.

 

Department

Online

Offline

Maintenance

Yes

Yes

Housekeeping

Yes

Yes

IT Services

Yes

Yes

Landscaping

Yes

Yes

Transportation

Yes

Some

Room Bookings

Yes

No

Security

Yes

No

Dashboard Menu

The categories that are displayed will vary based on the user’s permissions as well as which departments are selected in the Departments menu. *Note: When in offline mode, the Incomplete Work Orders and Due Today categories will only list work orders that are assigned to the logged-in user, or that are unassigned.

Area

Online

Offline

Running Timers

Yes

Yes

Pending Requests

Yes

Yes

Incomplete Work Orders

Yes

Some

Unassigned Work Orders

Yes

Yes

Due Today

Yes

Some

Just my Work

Yes

Yes

Work Requiring Signature

Yes

No

Open Surveys/Inspections

Yes

Yes

Actions Menu

The actions that are displayed will vary based on the user’s permissions as well as which departments are selected in the Departments menu.

 

Area

Online

Offline

Scan Barcode with Camera

Yes

No

Scan Barcode with Bluetooth

Yes

No

Scan Barcode with pic2shop Yes No

Add New Request

Yes

Yes

Add New Work Order

Yes

Yes

Add New Fixed Asset

Yes

Yes

Add New meter Reading

Yes

Yes

Add New Inventory

Yes

Yes

Inventory Count

Yes

Yes

Add New Survey/Inspection

Yes

Yes

Reload Dashboard

Yes

Yes

Find Anything

Yes

Yes

Help

Yes

Yes

Logout

Yes

Yes

Dashboard Panels

Some panels accessed from the Dashboard menu have features which are not available or have reduced functionality when in offline mode. In the tables below are a list of panels and their online/offline functionality.

Running Timers

Area

Online

Offline

Save Timer

Yes

Yes

Complete WO

Yes

Yes

Discard

Yes

Yes

Cancel Yes Yes

Pending Request

Area

Online

Offline

Accept

Yes

Yes

Reject

Yes

Yes

Reroute

Yes

Yes

Work Order - Incomplete, Unassigned, Due Today, and Just My Work

*Note: When in offline mode, the Task List will not be displayed if tasks have not been assigned to the work order.

 

Area

Online

Offline

Location

Yes

Yes

Department

Yes

Yes

Description

Yes

Yes

Detail

Yes

Yes

Task List

Yes

Some

Priority

Yes

Yes

Source of Work

Yes

Yes

Category

Yes

Yes

Subcategory

Yes

Yes

Due Date

Yes

Yes

Start Time

Yes

Yes

End Time

Yes

Yes

Requestor

Yes

Yes

Requestor Phone

Yes

Yes

Assign Someone

Yes

Yes

Enter Labor Time

Yes

Yes

Link Assets

Yes

Yes

Meters

Yes

Yes

Assign Inventory

Yes

Yes

Signatures

Yes

No 

Attachments

Yes

No 

View Location

Yes

Yes

Work Order - Work Requiring Signature

*Note: Features for the Work Requiring Signature panel are only available when in online mode.

 

Area

Online

Offline

Location

Yes

No

Department

Yes

No

Description

Yes

No

Detail

Yes

No

Task List

Yes

No

Priority

Yes

No

Source of Work

Yes

No

Category

Yes

No

Subcategory

Yes

No

Due Date

Yes

No

Start Time

Yes

No

End Time

Yes

No

Requestor

Yes

No

Requestor Phone

Yes

No

Assign Someone

Yes

No

Enter Labor Time

Yes

No

Link Assets

Yes

No

Meters

Yes

No

Assign Inventory

Yes

No

Signatures

Yes

No

Attachments

Yes

No 

View Location

Yes

No

Open Survey/Inspections

Area

Online

Offline

Save Where I'm At

Yes

Yes

Complete Survey

Yes

Yes

Actions Panels

Some panels accessed from the Actions menu have features which are not available or have reduced functionality when in offline mode. In the tables below are a list of panels and their online/offline functionality.

Add New Request

Area

Online

Offline

Location

Yes

Yes

Pick Template

Yes

 No

Department

Yes

Yes

Description

Yes

Yes

Detail

Yes

Yes

Source of Work

Yes

Yes

Requestor Phone

Yes

Yes

Notify Others

Yes

Yes

Attachments

Yes

 No

Add New Work Order

Area

Online

Offline

Location

Yes

Yes

Pick Template

Yes

No 

Department

Yes

Yes

Description

Yes

Yes

Detail

Yes

Yes

Priority

Yes

Yes

Source of Work

Yes

Yes

Category

Yes

Yes

Subcategory

Yes

Yes

Due Date

Yes

Yes

Start Time

Yes

Yes

End Time

Yes

Yes

Requestor

Yes

Yes

Requestor Phone

Yes

Yes

Assign Someone

Yes

Yes

Enter Labor Time

Yes

Yes

Link Assets

Yes

Yes

Meters

Yes

Yes

Assign Inventory

Yes

Yes

View Location/Resident

Yes

Yes

Add New Fixed Asset

Area

Online

Offline

Upload Photo

Yes

 No

Location

Yes

Yes

Make visible to all Locations

Yes

Yes

Description

Yes

Yes

Details

Yes

Yes

Department

Yes

Yes

Tag

Yes

Yes

Model

Yes

Yes

Serial Number

Yes

Yes

Manufacturer

Yes

Yes

Purchase Supplier

Yes

Yes

Category

Yes

Yes

Subcategory

Yes

Yes

Purchase Date

Yes

Yes

Purchase Cost

Yes

Yes

Mfg. Est. Lifespan Years

Yes

Yes

Mfg. Est. Lifespan Months

Yes

Yes

Resident Owned

Yes

Yes

Attachment

Yes

 No

Add New Meter Reading

Area

Online

Offline

Site Meter

Yes

Yes

Location Meter

Yes

Yes

Add New Inventory

Area

Online

Offline

Part Description

Yes

Yes

Internal Part#

Yes

Yes

Detail

Yes

Yes

Order Responsibility

Yes

Yes

Storage Location

Yes

Yes

Category

Yes

Yes

Subcategory

Yes

Yes

Other Departments Use This

Yes

Yes

Apply Tax 1

Yes

Yes

Apply Tax 2

Yes

Yes

Reorder

Yes

Yes

Reorder Lvl

Yes

Yes

# On Hand

Yes

Yes

Supplier

Yes

Yes

Inventory Count

*Note: When in offline mode, all inventory items will not be displayed automatically. You must type an entry in the search field to find the inventory you would like to view.

 

Area

Online

Offline

Location

Yes

Yes

Category

Yes

Yes

Subcategory

Yes

Yes

Search

Yes

Yes

Add New Survey/Inspection

Area

Online

Offline

Choose Survey/Inspection Template

Yes

Yes

Choose Worker

Yes

Yes

Choose Location

Yes

Yes

Rate Staff

Yes

Yes

Reload Dashboard

Area

Online

Offline

Reload Dashboard

Yes

Yes

Find Anything

*Note: When in offline mode, only work orders that are assigned to the logged-in user, or that are unassigned, will be searchable. Additionally, the Last 5 Work Orders section of a location is not available offline.

 

Area

Online

Offline

Work Orders

(In Progress or On Hold)

Yes

Some

Locations

Yes

Some

Fixed Assets

Yes

Yes

Inventory Items

Yes

Yes

Staff/Contractors

Yes

Yes