Offline Access Library

The Offline Access Library contains the specified records from the application or questionnaire designated in Manage Offline Access Gateway. The Offline Access Library is unique for each user and contains only the records in which that user has permissions. Use the Offline Access Library to manage the records that are downloaded to and worked in offline access.

When a record is enabled for offline access, all supporting data, including cross-referenced and related records, for that record is also synchronized. Archer searches all applications or questionnaires for any cross-referenced and related records. Menus for synchronization and support are provided for the Offline Access Library.

On this page

Record states in the library

The following table describes the record states.

Record State

Description

Strike-through

Records synced with offline access and being removed in the next sync.

Bold

New records that will be synced with offline access in the next sync.

Regular text

Records synced with offline access in the next sync.

You can refresh the records in the Offline Access Library by populating the Offline Access Library.

You can remove records from the library clicking Remove, which is displayed next to each record. Records are removed from the Offline Access Library only.

The Offline Access Library includes a menu with the following functions:

  • Start Sync
  • Reset Password
The following table describes how the menu options for syncing records change based on the record state.

Menu Option

Description

Start Sync

Initial state. Records are ready for synchronization.

Resolve Conflicts

Becomes available when conflicts exist between the offline access data and the Archer data. In addition, if there are any updates to the application, these changes are also validated.

Restart Sync

Becomes available when conflicts are resolved so that synchronization can continue.

Populate the offline access library

  1. Go to the search results of the designated application or questionnaire.

    1. From the menu, click the Audit Management menu.
    2. Click the application or questionnaire that matches your Offline Access gateway.
    3. Click Search and then run a search without adding any additional search criteria.
  2. On the Search Results page, click Options, and select Enable Offline Library.
  3. Select the records that you want to add to the Offline Access Library.
  4. Click Populate offline.
  5. Verify that the specified records appear in the Offline Access Library.

Remove records from the offline access library

  1. From the User menu, click Offline Access Library.
  2. Click Remove next to the record that you want to remove.

    Any records synchronized to offline access appear with a strike-through. The next sync removes these records from offline access. Records that are not synced are removed from the library.