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Description: In this topic you , the user will learn how to set up the mobile app for offline mode. This guide is for system administrators. Offline Mode allows the end user to use the Mobile App on a registered device when the device is not connected to the internet or loses connection while the app is in use. This feature is useful for those who have limited or no cellular or WIFI connections at their service location.

*Please note: Using Mobile App Offline Mode requires an instance-level setting change. Please contact your DCI representative if you are interested in using DCI to enable this feature.

Role Required: SuperuserSuper User

Permission Required: Funding Source Admin

Overview

Mobile App Offline Mode is useful for those who have limited or no cellular or WIFI connections at their service location. It allows end users to use the Mobile App mobile app on a registered device when the device is not connected to the internet or loses connection while the app is in use. The end user’s registered device is the first device used to log in to the mobile app. A user can only have one registered device. Mobile App app functionality is limited in Offline Mode due to available data and to maintain security. The only functionality available in Offline Mode is making real-time punches.

The user is limited in what they can do when their in Offline Mode.

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.

How Offline Mode Functions

The mobile app will assess the internet connection and automatically switch to offline mode in the event that no connection is found or a connection is lost.

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The user does not need to do anything to switch to

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offline mode.

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A

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red bar stating Offline will display across the top of the

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mobile app screen when it is in

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offline mode.

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*Please note: Client Transportation is not available in offline mode.

Users are allowed the following actions:

• Logging in and making real-time punches

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• • Client Transportation is not available in Offline mode.

• The only tasks you can do in Offline Mode is real-time punching and logging out.

• • Real-time punching includes:

• • • Selecting Clock In

• • • Completing EVV on an open punch

• • • Selecting Clock Out

• • End users follow the same workflow for real-time punching in offline mode as when the device is connected to the internet

  • Punches made in offline mode are saved in the mobile app as offline punches. The end user will be prompted to confirm synchronization when an internet connection is made. When offline punches are synced, they will appear in the Entries table.

  • If the end user exceeds the Offline Days Threshold or the Maximum Offline Punches limits, they will receive a message directing them to bring the device online to sync their offline punches before they can enter more. They cannot clock in again until this happens.

• When the Scheduling module is enabled, users can view their schedule.

• When Care Management is enabled for the client, users may view client goals and tasks, and may result those tasks.

*Please note: All other tasks are unavailable in

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offline mode

• Unavailable tasks

will be

• are grayed

-

• out and

you will

• not

be

• able to

select them.

• be selected

• Information that is usually displayed (such as client name and remaining balance) will be

shortened

• abbreviated or blank for security

reasons.

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Instance Level Settings

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• purposes

Enable Mobile App Offline Mode

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1. Enable instance-level settings

   1. Mobile App Offline Enabled -

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1. 1. Determines whether or not

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1. 1. offline mode can be used in the system

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1. 2. Offline Days Threshold -

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1. 1. Determines the maximum number of days in a row a device can be offline. This value can be between 1 and 7. After the

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1. 1. offline days threshold is reached, the user will not be able to enter any more punches until the device is reconnected to the internet.

   2. Maximum Offline Punches -

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1. 1. Determines the maximum number of offline punches a user can make in a row. After the

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1. 1. maximum offline punches are reached, the user will not be able to enter any more punches until the device is reconnected to the internet.

   2. Multi-Factor Authentication -

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1. 1. Determines if the system will require two-step authentication for logging into the mobile app

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1. 1. 1. If enabled,

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1. 1. 1. is only

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1. 1. 1. available on devices that support biometric authentication (fingerprint and/or face recognition) and for users that have verified a mobile phone number in DCI.

Funding Source Settings

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1. Enable the setting Allow Offline Mobile App for each funding source that is allowing offline mode

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1. 1. This funding source level setting will only be visible if the instance-level setting Mobile App Offline Enabled is set to

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1. 1. Yes.

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Offline Mode Functionality

End users can use Offline Mode on a registered device. The end user’s registered device is the first device used to login to the Mobile App. An end user can only have one registered device. Please see “Resolving Connectivity Issues” for instructions on how to change an end user’s registered device.

The Mobile App will assess internet connection status and automatically switch to Offline Mode if no connection is present or if connection is lost. A banner will display across the top of the Mobile App screen when it is in Offline Mode. No action is needed from the end user to switch to Offline Mode.

When the Mobile App is in Offline Mode, end users are limited to real-time punching. All other Mobile App functionality is unavailable in Offline Mode. Additionally, data that is usually displayed (such as Client name and remaining balance) will be abbreviated or blank for security reasons.

End users will follow the same workflow for real-time punching in Offline Mode as they do when the device is connected to the internet. Punches made in Offline Mode are saved in the Mobile App as Offline Punches. The end user will be prompted to confirm synchronization once internet connection is restored. Once offline punches are synced, they will appear in the Entries table.

If the end user exceeds the Offline Days Threshold or the Maximum Offline Punches limits, they will receive a message that says they need to bring the device online to sync their offline punches before they can enter more punches. They cannot clock in again until this happens.

Resolving Connectivity Issues

Resolve Connectivity Issues / Deregister a Device

On some occasions, the end user will receive an internet connectivity error and the Mobile App mobile app will not operate in Offline Modeoffline mode. This means there's an issue with the device registration with in DCI. You need to deregister Deregister the end user’s device and tell the end user ask them to log in from the device the end user wishes they wish to use moving forward. Additionally, if a user has a new device, the old device must be deregistered.

To deregister the device:

1. Log in to the DCI

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1. portal

2. Click Home on the main menu

3. Click Employees on the submenu

4. Enter the employee's name in the filter and click Search

5. Click anywhere in the employee row to open the Employee Details page

6. Click Actions

7. Select Deregister Mobile Device from the drop-down menu

   1. If no device is registered to the end user

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1. 1. , Deregister Mobile Device will not be an option.

      1. Does the end user

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1. 1. 1. share the device with another user

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1. 1. 1. ? If that user logged in first

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1. 1. 1. , the device is registered to

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1. 1. 1. them. The solution is either:

         1. The end user

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1. 1. 1. 1. must use a different device

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1. 1. 1. 1. OR

         2. If the device was registered to another user by mistake, the supervisor/employer

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1. 1. 1. 1. must deregister the device from the other user

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1. 1. 1. 1. then the user may log in from the device.

2. Click Yes to confirm deregistering the device

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