Check out objects
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In the list view of assets, documents, tasks, punchlists, preservations, or non-compliances, select an object using the checkboxes from the C/O column. For example, if you are in task list view, and have selected a few tasks to check out.
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Click Keep Selected from the bottom bar.
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In the You selected the Tasks to be kept on device pop up page, click Checkout.
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When you checkout, the particular task(s) are locked for you.
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The list of objects checked out by you are shown in Green tick mark.
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Any object checked out by another user is shown in Orange tick mark.
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You can now download the checked out objects to your device, using Sync Manager.
Sync to download the objects to your device
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Click Sync Manager from the Home page.
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In the Sync Manager page, you can view all tags (assets, tasks, documents, punchlists, preservations, or non-compliances) checked out by you.
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When you check out a task, which is associated with an asset, you will view your task as a child tag of the respective asset showing it as a parent tag. Similarly, if the same task has associated punchlists, then those punchlists are also grouped as the child tags of the same asset.
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When you check out a task, a pop-up message is shown to choose on how to manage the associated predecessor tasks, see Predecessor tasks .
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When you explicitly check out a punchlist from the punchlist manager, then the punchlists are grouped under the list of punchlists, not associating with any tasks or assets.
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Similarly, when you check out assets or documents from their respective managers list views, the checked out tags are grouped under respective lists of assets and documents.
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Click Sync to Download, to all the selective group of assets, documents, tasks, punchlists, preservations, or non-compliances.
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You can either select the tags individually or by groups to sync to download.
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When selected either as individually or as group, the reference documents related to all the associated tags are also downloaded along with the selected tag(s).
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Click Discard, for the items you do not wish to sync.
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Click Sync from the bottom bar.
In the Sync Process page, you can view the download progress of the tags to the device.
Work Offline
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To work offline, click the Online toggle to disable the network or you can work in offline mode while you are in a no network zone.
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Go to Sync Manager.
In the Sync Manager page, as a default view, when all toggles are on disable mode, you can view the assigned action tags for you to respond.
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In the Sync Manager page, you can switch on the toggle for Pending Sync, to view if any tags are still not synced.
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Switch on the toggle for On Device, to view the list of tags downloaded to the device.
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Perform the required actions on tags you'd like to work in offline mode. You can view, edit, browse, and search for assets, documents, tasks, punchlists, preservations, or non-compliances.
When you toggle on the Pending Sync, you can view the tags you've worked on while you were offline and are pending for the sync process.
When you are finished working offline, and are ready to go back online, either toggle on the Online feature or find yourself in a network zone.
Check In and Sync to Upload
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To sync all the changes you've done on the tags, click Check In for individual or grouped tags.
The non-compliance items are created and attached for a preservation task. In Sync Manager, you cannot perform individual Check In, Discard and Revert for non-compliances associated with the preservation. If you perform the said actions on individual non-compliances of a preservation, it displays an error stating " This action can't be performed. Please take action at parent task level."
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Click Discard, for the items you do not wish to sync.
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Click Revert, for the tags you have already selected to check in but do not wish to proceed to sync.
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A green check mark is displayed for all the modified tags ready for Check In. You can either choose to Check in, Discard, or Revert your changes.
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Click Sync, to upload the tags with all the defined changes you have worked on while you were offline.
In the Sync Process page, you can view the download and upload progress of the tags to the device.
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Sync process is successfully completed, and all the changes are checked in to the database.
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The sync logs can be accessed using the SaaS platform.
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You can also view the sync updates in offline mode using the mobile application after a successful synchronization.
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