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Downloading work instructions for offline use

Before going offline, make sure to download any work instructions or work orders you'll need to complete.

Rory Broadbridge avatar
Written by Rory Broadbridge
Updated over 3 weeks ago

Work instructions

Go to the Work tab and tap the Start new button.

Find the work instruction you want to use and tap on its name.

A menu will appear at the bottom of your screen, tap Download for offline use.

Once you see a green tick next to the work instruction, itโ€™s ready to use offline.

Note: You only need to download a work instruction once. It will stay on your device unless you manually remove it.


Work orders

Open the in progress work order, tap the three dots in the top right corner of your screen and select Download.

Each work instruction within the work order will begin downloading. When a green tick appears next to each item, they're ready for offline use.


Going offline with an in progress work instructions

If you're working on a task and expect to lose internet connection, it's best to take the work instruction offline to prevent others from continuing work while you're disconnected.

To do this, tap the three dot menu in the top-right corner and select Take Offline.

Once a work instruction is taken offline, no other users will be able to access or continue work on it until you return to connectivity and it's handed over.

To let someone else take over the work, use the Handover option in the same menu. You can add optional handover notes, and the instruction can be handed over as many times as needed.


Coming back online

Any work instructions completed while offline are stored locally on your device.

Once you're back online:

  • All completed work instructions will automatically sync to the server.

  • Sync time may vary depending on how many items you completed and how much content is included.

Just give it a moment โ€” everything will upload and process in the background.

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