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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 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 |