Offline Access
Offline access enables Audit Engagements & Workpapers users to conduct audits offline on a laptop. Offline access is available with an active Audit Engagements & Workpapers license and is configurable for each instance. You must enable offline access in the Archer Control Panel. For a complete list of requirements, see Installing Offline Access.
As an administrator, you select the application or questionnaire that is eligible for offline access. What you select determines which records an offline access user can select for offline use. All data, including cross-referenced and related records, for the specified records download to the offline access database and are available for offline use on a laptop.
It is recommended that only trusted users with secure laptops with strict firewall rules restricting remote access to Offline Access have permission to Offline Access.
Archer features not supported for offline access
The following are features not supported for offline access:
- Application Builder
- Data Feeds
- Data Publications
- Data Imports
- Discussion Forums
- LDAP Synchronization
- Notifications
- Packaging
- User Preferences
Note: Records from a retired application are not supported in offline access. You can view User Preferences, but you cannot edit them in offline access.
Use the Offline Access Gateway to select the application or questionnaire that will have offline access for Archer. After you determine which application or questionnaire you want for offline access, you can then manage the records in the offline access library.
