To use any CP in offline mode, first, you need to configure it via settings.
Click the three menu dots on the top left panel of the CP list view page → Click on the 'Settings' → Click on the ‘Add Offline CP’ option → Enter the CP title → Click on the ‘ADD’ button.
After clicking on the ‘ADD’ button, you have to switch to offline mode; then, you can see all CPs added as offline CP, as shown in the below image. Now click on the ‘Collection Protocol’ name. You will get directed to the ‘Participants list view’ page.
The mobile app has to download the metadata for the CP. To access CP in offline mode, first you will have to access it in the online mode.
Switch To Offline Mode
Once you log in to the OpenSpecimen mobile application, the ‘CP list view’ page is displayed. Click the three menu dots on the top left panel and click on the ‘Offline Mode’ option.
Download CP Data
When you want to edit existing data or collect new specimens under an existing visit, you need to download the CP data to view/edit it in the offline mode.
To download this data, you will need a network. Click the three menu dots on the top left panel of the CP list view page → Click on the 'Settings' → Click on the ‘Download CP Data’ option → Enter the CP title → Click on the ‘Download’ button.
The downloaded data will look like the below in offline mode.
If the label format for the participant ID field is auto-generated as shown in the below image and the ‘User Inputs Allowed' field is selected for ‘Participant Protocol IDs,’ you will have to follow the label format while entering the participant id.
If you do multiple custom forms, data entry and ‘Multiple Records' are not allowed for that custom form, the synching will fail, and OpenSpecimen will throw an error that 'Multiple records are not allowed.’ In this case, you need to follow steps from Importing Failed Jobs Through UI.
Switch From Offline To Online Mode
Click on three dots on the left-hand side of the CP list view → click on the ‘Online Mode’ → Now; the application is in Online mode.
Note: Make sure you are in-network to switch to online mode.
Synchronize Offline Data Entry To The Server
Once done with data entry in offline mode. Switch to online mode → Click on three dots on the left-hand side of the CP list view page.
Click on ‘Settings' → Click on ‘Upload CP Data’ → Select CP and click on 'Upload.’
Once synchronization is done ‘Done’ message will appear on the screen; click on it.
You can view the data in the web application.
Viewing All Sync Jobs In OpenSpecimen
After syncing the data, you can check whether the entered data is successfully synchronized or not on the ‘Mobile App Jobs’ page.
To go to this page, click on ‘Home’ → ‘Collection Protocol’ → ‘More’ → ‘Mobile App Jobs.’
If the entered data fails, you can see the CSV file's errors that can be downloaded by clicking on the blue icon on the left-hand side of the ‘Mobile App Jobs’ page.
Importing Failed Jobs Through UI
When mobile upload gets failed, you can download the data files from UI, correct them, and re-import them.
Download the failed record from the ‘Mobile App Jobs’ page.
Extract the downloaded Zip file.
Make necessary changes in the files concerning the error messages.
Create a zip file of all the CSV files.
Click on the ‘Upload’ option on a ‘Mobile App Jobs’ page. The below screen will appear.
Click on the choose file and select the corrected zip file from your system.
You will get a popup shown below. Click on the ‘OK.’ This popup shows the ID for your import.
Note: Make sure you create a zip file of all the CSV files you have corrected. The import can be done successfully only with zip files.
Download Dropdown Values
You need to download the dropdown values for offline mode to do data entry concerning dropdown fields. E.g., Clinical Diagnosis field values.
To download the values, you will need a network. Click the three menu dots on the top left panel of the CP list view page → Click on the ‘Settings' → Click on the ‘Download Dropdown values’ option. Once all the values are downloaded 'DONE’ message will appear on the screen.