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AroFlo Field features offline functionality that allows you to create tasks and record labour, material and expense information when not in a mobile service area. This information can then be either added to existing tasks or created as a new task when back in service.

AroFlo Field Offline does not sync any existing Tasks for use offline. As such all materials will be recorded as adhoc items.

 

Setting up AroFlo Field Offline

Before you are able to use AroFlo Field Offline, you need to follow these steps:

  1. Make sure you are in an in-service area and have access to the internet.
  2. Open the browser and go to www.field.aroflo.com.
  3. Click the AroFlo Field Offline button underneath Login.
  4. Add this page as a link on your home screen or add it to your bookmarks. 

Once you've added AroFlo Field to your home screen, any time you go to an out of service area, click on the AroFlo Field Offline icon you just created.

 

Create an offline task

In AroFlo Offline, the Task List will show a list of the offline tasks that you have previously created.

 

To create a new task offline:

  1. Select Create Task.
  2. Enter the name of the task.

    If this task needs to match against an existing task, you will need to enter the same name as the existing task.

  3. Click Save.

 

 

Add task notes

  1. In the Add Note section, enter the Date and Time.
  2. Enter the details you want to note about the task.
  3. Click Save.

 

Add labour

All labour details will need to be manually entered because Offline mode is unable to retrieve any details from the AroFlo database.

  1. Click the Lab button.
  2. Book out the time worked on the task.
  3. Add a labour note to describe what you did onsite. 
  4. Click Save.

What happens once this is online

Labour entries added from an offline task will be assigned to the current user and the first WorkType in the list. The labour note will include the name, worktype and note added from the offline task.



Add materials

Only adhoc materials can be added to the task in Offline mode.
 

  1. Click the Mat button.
  2. Enter the details of the materials used.
  3. Click Save.

What happens once this is online

Materials added from an offline task will be added as an AdHoc item when uploaded.


Add expenses

  1. Click the Exp button.
  2. Enter the details of the expense item.
  3. Click Save.

What happens once this is online

Any expenses from the Offline Task will be added with no change.



Capture signature

Signatures can be captured against offline tasks.

  1. Click the Sign button.
  2. Enter the name of the signee.
  3. Sign inside the signature box.
  4. Click Save.

Android

Due to a technical issue with Android phones, once you capture the signature you will not actually see the image of the signature.

The signature has been captured correctly and will be uploaded to AroFlo, however it cannot be reviewed on an Android device.

What happens once this is online

Signatures will be added to the Task with no change.



 

Uploading Offline Tasks

Once your device is online, you can upload Offline data against existing tasks or as brand new tasks.


Steps

  1. From the Offline Tasks List click the "< AroFlo"
  2. Log in with your usual details
  3. Open the Menu at the top of the Page
  4. Click Offline
  5. Follow one of the steps below to link data with an existing task or create a new task for each Offline Task in the list.

 

 

Upload as a new task

If the Offline Task is a brand new task, we only need to map the client to the task before we upload it.

  1. View the Offline Task list in Menu > Offline
  2. From the Offline Task list, click the Task you plan to upload
  3. Click the "Client: >" link
  4. Select or search for the Client in the list

    Once you return to the Task view, the client is highlighted to show it is linked to an existing Client.

  5. On the Task view, click Upload Task to AroFlo.

  6. A confirmation will appear and the new task will now be in AroFlo.

     

 

 

 

 

Upload to an existing Task

You can match any Offline Task to an Existing Task in AroFlo.

  1. View the Offline Task list in Menu > Offline
  2. From the Offline Task list, click the Task that was done offline.
  3. Click the Task: > link to see AroFlo tasks currently online.
  4. Select or search for the Task to be updated in the list

    Once you return to the Offline Task view, the existing online Task to be updated will be highlighted.

  5. On the Task view, click Upload Task to AroFlo.

  6. A confirmation will appear and the new task will now be in AroFlo

 

 

 

 

 

Upload multiple offline tasks

Once you have linked Offline Tasks to a Client or to an existing online task (see above), rather than clicking 'Upload' for each, you can also do a bulk upload.

  1. View the Offline Task list in Menu > Offline
  2. From the Offline Task list, click Upload All Tasks.

    Any Offline task without a linked Client or online Task will be skipped.

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