Check out objects
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In the list view of assets, documents, tasks, punchlists, preservations, or non-compliances, select a tag 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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Select
on the top-right corner of the screen to enable the Keep Selected button.
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Tap Keep Selected from the bottom bar.
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In the You selected the Tasks to be kept on device pop up page, tap CHECKOUT.
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When you checkout, the particular task(s) are locked for you.
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The list of tags checked out by you are shown in Green tick mark.
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Any tag checked out by another user is shown in Orange tick mark.
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You can now download the checked out tags to your device, using Sync Manager.
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You cannot check out or download any closed, completed, and cancelled tags (tasks, punchlists, and non-compliances) to the device for offline use.
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In the Work Packages manager, there is no check out of work package or work steps directly from the device
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You have to check-out the required work steps individually in SaaS that are associated with a work package.
You must have the manage rights to check-out the work steps associated with a work
package in SaaS.
Checkout a certificate
Using Certificates manager, you can checkout only one certificate for an instance to work in offline mode.
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Select a certificate using the check box from the C/O column.
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Select
on the top-right corner of the screen to to view the bottom bar.
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Tap Keep Selected from the bottom bar and then, select Continue.
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Navigate to appropriate tabs and choose tasks and punchlists.
The application allows you to select a maximum of 100 tasks, punchlists, or a combination
of both for checkout.
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, non-compliances, and certificates) checked out by you grouped in a list view.
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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 check out a preservation task, a pop-up message is shown to choose on how to manage the associated predecessor tasks. The check out, sync, and check in criteria is similar to planned 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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When you explicitly check out the non-compliances associated with a flange joint task, then those non-compliances are also grouped as child tags of the same flange joint id.
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When you checkout/ check in the tasks that are created based on location/ system, the grouping of those tasks are done based on their location or system tags under Sync Manager.
The punchlists created for the location based tasks are grouped under the Punchlists tag. Whereas for the system based tasks, they are grouped under its respective parent
object.
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When you checkout a certificate and sync to download, all the associated pending punchlists and pending tasks you checked out will also be downloaded for the offline use.
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In the Sync Manager page, all the downloaded punchlists and tasks are grouped under the parent Punchlists and Assets respectively.
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The punchlists and the tasks associated with the certificate are also grouped under the parent Certificate.
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Click Sync to Download, to all the selective group of assets, documents, tasks, punchlists, preservations, non-compliances, or certificates.
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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, non-compliances, work packages, and certificates.
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 objects
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To sync all the changes you've done on the tags, click Check In for individual or grouped tags.
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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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You can Check In or Discard the changes at the parent task level, which automatically checks in all its associated child tags.
Auto check in tasks
The Auto Check In feature helps you to check in the task and its associated child objects automatically from the Steps Completion tab. Also, this helps you to bypass the action of checking in the objects separately under the Sync Manager page.
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In offline mode, you can Auto Check In the task using the task smart form from the Steps Completion tab.
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This feature is available in the task smart forms of planned tasks, preservation tasks, and task centric steps of the work packages.
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You can Auto Check In the changes at the parent task level in the smart form, which automatically checks in all of its associated child non-compliances/ punchlists.
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An alert message is shown when you auto check in a successor task before its predecessor tasks.
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As the Auto Check In is a two way enabled button, you can use the same to Revert the changes from the task smart form.
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Once you Auto Check In the task from the task smart form, you can also Revert the task using the Sync Manager page.