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Role Required: Employee

Permission Required: N/A

Overview

Offline Mode must be used on a registered device. A device is registered automatically the first time the user logs into the mobile app while connected to a cellular network or internet. A user can only have one registered device. If you need to change which device is registered or if you get a connectivity error, please contact your supervisor/employer.

The user is limited in what they can do when their in Offline Mode.

• The Mobile App will assess the internet connection and automatically switch to offline mode in the event that no connection is found or connection is lost.

• • The user does not need to do anything to switch to Offline Mode.

• A banner will display across the top of the Mobile App screen when it is in Offline Mode.

• When in Offline Mode, users are limited to logging in and making real-time punches.

• • Client Transportation is not available in Offline mode.

• The only tasks you can do in Offline Mode is real-time punching and logging out.

• • Real-time punching includes:

• • • Selecting Clock In

• • • Completing EVV on an open punch

• • • Selecting Clock Out

• All other tasks are unavailable in Offline Mode.

• • Unavailable tasks will be grayed-out and you will not be able to select them.

• • Information that is usually displayed (such as client name and remaining balance) will be shortened or blank for security reasons.

How to Use Offline Mode to Clock In

To make a real-time punch in Offline Mode make sure that you are logged onto your personal profile. If you are offline, the gray Offline banner will be displayed above the top of the Dashboard and unavailable features and information will be grayed-out.

1. Click the blue Clock In button on the Dashboard.
   1. NOTE - The Clock In button will not display if you have an open shift. If you login and you see the blue Continue to Clockout button displayed that means that you did not clock out of your last shift and have to complete that process before you can clock in again.
2. Complete the Clock In screen.
   1. Client - If you have one Client only, then this field will be automatically filled out for you. If you have more than one Client click on the field and then select your client from the list.
      1. NOTE: The Client Name is shortened in Offline Mode for security purposes. If you have more than one client, then pick the Initial from the list that matches your client's first initial.
      2. For example if you have Mary and John as clients, M and J will display. If you are working with Mary then you would be M from the list.
   2. Service Code - If you have one Service Code only, then this field will be automatically filled out for you. If you have more than one Service Code click on the field and then select your client from the list.
   3. Cost Center - Cost Center will be filled out automatically. There is no action to take here.
3. Click the Continue button.
4. Click Confirm Clock In to complete the clock in process.
   1. This screen will display a summary of your clock in, including the authorization remaining balance if enabled.
   2. If something is not correct, click the Left Arrow on the Main Menu to edit the Clock In screen.
   3. NOTE: Client Transportation is not available while in Offline Mode.
5. You are now clocked in and can log out or close the Mobile App. You will not need the app again until the end of the shift.

How to Use Offline Mode to Clock Out

To make a real-time punch in Offline Mode make sure that you are logged onto your personal profile. If you are offline, the gray Offline banner will be displayed above the top of the Dashboard and unavailable features and information will be grayed-out.

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