About Working Offline

When you don't have Internet access, you still can manage your route and continue to perform many of your daily tasks.

The word Offline in orange text below your name on your home page indicates that your Internet connection is not stable enough to support online operations, and that the application is not sending or receiving information. Activity tasks and options that are not available when working offline are disabled in the menu bar.

Tapping the word does two things:

• Displays a message confirming that you are offline

• Initiates the synchronization process, which checks the availability of an Internet connection

When you work offline, your actions are saved in your browser’s memory. The actions synchronize with the cloudfieldserv server as soon as your mobile device is back online. Subsequently, there is no need for you to check your Internet connection continuously. When the connection is restored automatically, the Offline text disappears and the normal menu bar displays.

Important: Offline storage capacity is limited, and is device- and browser-dependent. For example, iOS browser storage capacity is 5MB; Chrome on Android is 10MB. One way to minimize the amount of data that needs to be stored offline is for field managers to configure the pages to show only the information that is essential for job performance.

If you suddenly lose your connection, you should also be aware that:

• You will be redirected to your home page if you are in one of the pages that is not available in the offline mode.

• You cannot send or receive updates to your route. You must contact dispatch to review all changes that affect your route.

• Your might see a message telling you that you have exceeded your browser’s memory-storage limit, indicating that some of your actions will not be saved.

Some things you should know about the synchronization process:

• If synchronization completes successfully, the message, Synchronization completed appears and the normal online page displays.

• If a synchronization error occurs, the message, Internal error. Please review your route. displays.

• If you attempt to access one of the online-only pages when the connection has just been restored but the synchronization process is not yet complete, the message, Synchronization in progress. Please wait. appears, with a red Loading indicator in the bottom-right corner of the page.

You can:

You cannot:

For the route Activate/deactivate/reactivate route Browse the activities list Print the route Add activities Send resource requests Browse the resource-request list Browse resource-request details For scheduled activities Change activity order/position in the route Browse activity details Edit activity details Set an activity to started/completed/canceled/delayed/suspended/not done Delay/adjust time Create/complete/delay pre-work Send activity requests Browse the activity-request list Browse activity-request details For non-scheduled activities Send activity requests Cancel activities Browse activity details Edit activity details For inventory Browse the inventory list Browse/edit inventory details Add/edit/install/deinstall/exchange inventory Send inventory requests Browse the inventory-request list Browse inventory-request details Other Manage activity links (with some constraints) Search the Parts Catalog (if provisioned and cached) Work with segmentable activities (however, the number of segments cannot be calculated correctly)

For resources Log in/log out Note: If you close and then reopen your browser during the time you are offline but are within the session expiration time, the browser will restart and the offline session will resume. Enter the URL of any page to access the Restore page. Change your password View maps, directions, or map layers View calendars Select a resource or change users Change options Manage activities not on today’s route Add a teamwork activity Reschedule an activity View nearby activities View activity history Download and view thumbnails of files, images, and signatures Note: You can add new files to the activity when you are offline, but they are synchronized only when you are back online. By design Filter restrictions are applied only when you are online. When you are offline, you can only use the options that were loaded in the filter till the time the device went offline. Preview files that are already on the server Use buttons that are only available for online use Use Oracle Field Service Collaboration Service Use Oracle Field Service Smart Location Functionality for field managers only Note: These tasks are in addition to the ones listed above. Move an activity to another resource (when move within a user’s route is enabled) View all resources on the resource selection page if all resources don't fit on a single page View the Manage page Perform resource-management functions including, but not limited to: Create/edit groups Make calendar changes Use the team map Use the Gantt view

If a synchronization conflict occurs, you may not be able to synchronize some changes. In addition, some actions performed in the offline mode can be rejected. In this case, the message, 'Internal error. Please review your route.' is displayed. You can view the details of the conflict and resolve it only through Oracle Field Service Core Application. You can track synchronization conflicts in the activity history in Oracle Field Service Core Application, under the sync error label. You can view the rejected actions in the Offline Synchronization Dashboard report. This table describes the columns in the report:

Column	Description
Type	The icon for the entity in which conflict has occurred: Route Activity Inventory Service request
Identifier	The activity identifier in which conflict has occurred.
Rejected action	The failed action.
Field Value	The list of fields with corresponding values in which conflict has occurred.
Time	The time at which the operation was rejected.
User	The user that performed the activity.
Reason	The reason for which conflict has occurred.

You can resolve the conflict manually by adding the appropriate details either in Oracle Field Service or in your external application such as CRM, Billing, or Provisioning.