Using the Siebel Mobile Disconnected Application for Siebel Clinical

The tasks that a user of the Siebel Mobile application for Siebel Clinical can execute in online (connected) and offline (disconnected) mode include the following:

Note:

You must complete the relevant setup tasks detailed in this guide before using the Siebel Mobile disconnected application for Siebel Clinical.

Getting Started with Siebel Mobile Disconnected Applications

For information about how to get started with Siebel Mobile disconnected applications and about the common procedures that you can execute in online (connected) and offline (disconnected) mode in all applications, see the Getting Started chapter in Siebel Mobile Guide: Disconnected which includes information about the following:

Logging in to and out of Siebel Mobile
Navigating the Siebel Mobile user interface
Managing records in Siebel Mobile
Reviewing notification messages in Siebel Mobile
Configuring application settings for Siebel Mobile
Displaying location details in Siebel Mobile
Running predefined queries in Siebel Mobile
Using Attachments in Siebel Mobile
Printing from Siebel Mobile
Process of using Siebel Mobile disconnected applications in offline mode

Switching to Offline Mode and Synchronizing Data

You can use the Siebel Mobile disconnected application for Siebel Clinical in offline mode if your mobile device has a wireless network connection. In offline mode, your mobile device is not connected to the Siebel Server and you cannot synchronize any changes that you make while working in offline mode. You must switch back to online mode, and then synchronize the changes.

A prerequisite to using the Siebel Mobile disconnected application for Siebel Clinical in offline mode is that you create sites and site visits in the Siebel Clinical Web application first (see "Creating and Managing Site Visits").

When you initially log in to the Siebel Mobile disconnected application for Siebel Clinical, you are in online mode. You must then decide whether to continue working in online (connected) mode or to switch to offline (disconnected) mode. If you decide to stay working in online mode, then no further steps are required for data synchronization. If you decide to work in offline mode, then you must switch to offline mode. Then when you are finished working in offline mode, you must synchronize the data or upload the changes you made while working in offline mode to the Siebel Server.

To switch to offline mode and synchronize data

Log in to the Siebel Mobile disconnected application for Siebel Clinical.
Tap Go Offline (the solid airplane icon) on the application banner to go offline and work in disconnected mode.

If this is your fist time going offline, then you must wait for the following two notification messages appear:
1. Data extraction has been scheduled.
  
  This message may take a while to appear.
2. Data is ready for download.
  
  After you receive this message, you can start working in offline mode.
The following notification appears whenever new data is created in online mode: New data is ready for download.
When finished working in offline mode, tap Go Online (the empty airplane icon) on the application banner to synchronize the data changes and select one of the following as required:
- Upload and Go Online. Tap to trigger a data upload and go online.
- Sync and stay Offline. Tap to synchronize the data changes but remain offline.
- Upload Only and stay Offline. Tap to trigger a data upload but remain offline.