...save a service when I'm offline?

Modified on Wed, Jan 4, 2023 at 7:33 AM

Background & Configuration

There are cases where a staff member is completing a service and, when finally complete, saving the service fails.  In most cases, this is due to the device falling offline and being unable to communicate with the HealtheFirst servers.  This article covers that case, and assumes that the Configuration > Services > Export/Import setting is enabled.

Keep in mind that HealtheFirst is designed to be an online application.  This workflow assumes that the service and activities were loaded when the user was online, and is only intended to be a backup flow for cases where their wifi connection has dropped.

Dropping Offline

  1. As noted above, the service and activities need to have been loaded when the device was online.
  2. Click "Save."  If the HealtheFirst servers are unable to be contacted, you will receive an error and a notification at the top of their screen.
  3. Instead of saving directly, you can use the button in the lower, right corner of the service to export the service.
  4. You will be prompted to enter a password to secure the data, and then a file will be downloaded.

Back Online

  1. When you find yourself back online, go to Services > Import in the navigation menu.
  2. Select the file that you previously downloaded.
  3. You will be prompted to re-enter the same password that you used to secure the file.
  4. After successfully entering your file password, the service will load with all of the information you entered, and that information will be saved to the server.

Additional Considerations

Please keep in mind that the password used to secure the file is required for the file to be imported back into the system.  In order to properly secure the information, please make sure a strong password is used (and remembered).

It is also important to note that importing a service will override any other actions that have taken place with the service.  If, prior to making the upload, another user has made updates to the service, those will be overridden by the import.

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