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Description: In this topic you , the user will learn about the DCI Mobile App Offline Mode. 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 this featurereach out to a supervisor to discuss the need.
Role Required: Employee (base user)
Permission Required: N/A
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Overview
Offline Mode must be used Mobile App Offline Mode is useful for those who have limited or no cellular or WIFI connections at their service location. It allows users 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. A device is registered automatically the first time the user logs into the mobile app while connected to a cellular network or internet. A user can only have one registered device. If you need to change which device is registered or if you get In the case of a connectivity error, please contact your the registered device may need to be deregistered. Please contact a supervisor/employer.
The user is limited in what they can do when in Offline Mode.
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Mobile app functionality is limited due to available data and to maintain security.
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.
How to Use Offline Mode to Clock In
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purposes
Clock In when in Offline Mode
Log in to DCI mobile app
If offline, the red Offline bar will display above the top of the Dashboard and unavailable features and information will be grayed
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out.
Click the blue Clock In button on the Dashboard
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Please note: The Clock In button will not display if
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there is an open shift, meaning the user did not clock out of the last shift. If
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the blue Continue to Clockout button
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is displayed, clock out. Clock In will not be possible until clock out is completed.
Complete the Clock In
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page
Client - If
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there is only one client the field will be
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auto-populate. If the user provides service to more than one
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client, click on the field and then select
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the client from the list.
NOTE: The
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client nameis shortened in
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offline mode for security purposes. If
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more than one client exists,
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pick the
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client's
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initial from the list.
For example
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, clients Mary and John display as
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M and J
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. If
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working with Mary
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, select M from the list.
Service Code - If
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there is only one service code the field will auto-populate. If there is more than one service code, click on the field and then select
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the service code from the list.
Cost Center -
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The cost center will auto-populate
Click Continue
Click Confirm Clock In to complete the clock in process
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A summary of
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the clock in, including the authorization remaining balance (if enabled) will display.
If
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the information is
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incorrect, click
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the Left Arrow
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to edit.
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Please note: Client Transportation is not available
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in
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offline mode
The user is now clocked in and can log out or close the
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mobile app until the end of the shift
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Clock Out
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when in Offline Mode
Log in to DCI mobile app
Click the blue Continue to Clockout button
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Click Confirm
Choose the client attestation method. If not collecting client attestation, skip to step number five.
There may be up to six different attestation options: Client PIN or Password, E-Signature, Picture, FOB, Voice, and Portal
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Signoff. Options are dependent on the organization. The following is a brief overview of each method.
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Please visit the Help Center for more details on each method if needed.
Client PIN or Password
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Click Client PIN or Password
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Hand the device to the client or authorized representative
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who enters their PIN or Password and then hands the device back to
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the user
*Please note: If the client or authorized representative enters their PIN
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or Password incorrectly too many times (as determined by the organization), the PIN or Password option becomes unavailable for this clock out and
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another verification method
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must be selected. The PIN or password option will be available again for
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the next shift.
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Click Submit
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Click Confirm
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to validate PIN or password
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E-Signature
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Click E-Signature
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Hand the device to the client or authorized representative
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to draw their
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signature on the screen
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If
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the client approves their signature
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click Save
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If
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the client would like to try again
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click Clear.
- They can repeat this as many times as they wish until they are happy with their signature.
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- Click Picture.
- The camera on your device will turn on.
- Click the Check icon to take the picture.
- To retake the picture click the Refresh icon.
- To cancel taking a picture click the X icon.
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This process can be repeated if necessary.
Click Confirm to validate signature
Click Confirm Clock Out
Picture
Click Picture
Device camera will open
Click the Camera icon to take the picture
Click Check icon to accept picture
Click Refresh icon to retake picture
Click X icon to delete picture
Click Confirm to validate picture
FOB
Click FOB
Locate the FOB
Press the red button on the FOB
Enter the six-digit token into the mobile app
Six horizontal lines indicate 10 seconds each. The lines count down for each token and will generate a new token every 60 seconds representing the time.
Click Submit
Click Confirm to validate FOB
Voice
Click Voice
Optionally, if device requires, allow app to record audio by selecting While using the app.
Voice verification window will open
Click the Red Play button at the bottom of the page to start voice recording
A computer voice will recite a phrase for the client to repeat
Hand the device to the client
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to record the verification message in their voice
Click
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the Red
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Stop button at the bottom of the page again to stop voice recording
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Click Save
Click Confirm to validate voice recording
Portal Signoff
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- If the
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client is not present, willing or able to complete one of the real-time
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signoff options, then
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portal signoff may be an option
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. The signoff process is not complete until the
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client or
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client employer representative logs in and
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approves the
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punch in the
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web portal.
Click Portal Signoff
Click Confirm
Add
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Notes and/or Attachments (optional based on organization requirements)
Add notes functionality works using device keyboard. If talk-to-text is enabled as an option on
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the mobile device,
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microphone feature may be used to enter
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notes by
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speaking.
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Add attachment allows a picture to be taken and added to the note
Click Confirm Clock Out
Shift details will be displayed. Click Home to return to the dashboard.
Sync Offline Punches
Log in to the DCI mobile app while connected to a cellular or wireless network
Punches made in offline mode will be saved in the mobile app as offline punches. An alert will automatically appear when arrived at the Dashboard stating that offline punches are pending. Click Confirm.
The alert will display a status of Syncing. Please allow this process to complete with the app open.
Do not disconnect from the internet or close the app while this process is running, or the data may be lost.
After the offline punches have been synced, they will appear in the Entries table.
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