What works offline
Everything that works with no signal.
Training, forms, inspections, tasks, documents and more. Everything saves where the work happens and sends on its own when the signal comes back.
On the phone
Record by record, with no signal.
The phone keeps an encrypted copy of what each person needs, decided by where they're placed. Reading is always from the phone. Every change waits in a queue on the phone that survives a restart.
Training
Courses
Assigned courses play from the phone. Progress saves as they go, even through a restart. The finished course goes up later with the person's signature.
Course videos, PDFs and pictures
They download ahead of time, so they're there when the signal isn't.
Quizzes
Every quiz type runs on the phone.
SCORM courses
Bring in your SCORM courses and people take them on the phone.
Supervisor sign-off
The signature saves on the phone and goes later.
Class sign-up
Sign up or drop, and it's saved on the phone.
Group training sessions
A leader runs it and people add themselves by badge, PIN or employee ID. It goes up as one record.
Skill checks
Recorded and signed on the phone.
Certifications wallet
A person's own certificates, drawn with their issued design.
Sending in a certificate
Saved on the phone. The file goes up when there's signal.
Forms and inspections
Forms
Published forms are on the phone. Filled in, signed and sent later as one record.
Reference files on a form question
The pictures and PDFs on a question come along to the phone.
Inspections
The template is already on the phone, with photo or video on the steps you pick. The run saves after every step.
Photos and videos
Take them with no signal. They wait in the upload queue and go up after their record.
Signatures
On forms, work, training, skill checks and fixes. Saved with the record.
Meter readings
Saved on the phone and sent later.
Surveys
A survey sent to a person is answered on the phone and sent later.
Incident reports
Filled in like any form.
Tasks, fixes and shifts
Tasks and work orders
Claim, start, complete, block with a photo, decide and sign.
Handing out a task
A supervisor can create a task with steps and assign it.
Corrective action fixes
The note, photos and signature save on the phone and go later.
Corrective actions from a fail
A Concern or Fail on an inspection or form opens one when the template is set to, even if the phone was offline.
Shift logs and handovers
Entries and handover sign-offs, all with no signal.
Starting a workflow
Start one by hand. It runs when it reaches the server.
Documents, messages and more
Documents and SOPs
Documents an admin marks kept on phones download ahead and open with no signal. Every title is on the phone.
Document search
Searches the words of kept documents, every title, and what a person's assigned training videos say.
PortalBase AI
With no signal, it searches the documents on the phone.
Announcements
The text is on the phone.
Notifications
The list, what's been read and a person's own settings.
QR codes
Equipment, inspection, form, course, area and document codes open from the phone.
Starting a course from its code
Scan it and start. It's written on the phone and sent later.
My Numbers
A person's own counts, from what's on the phone.
On a laptop
The web app works offline too.
On a laptop, the web app uses the same queue and the same rules as the phone.
- Forms
- Shift logs
- Training, group sessions included
- Tasks: claim, start, done, blocked with a photo, sign, decide
- Corrective action fixes
- Documents and document search
- Notifications
- The certificate list
When signal comes back
What happens, in order.
On the phone and the laptop alike.
- 01It's saved on the phone firstEverything a person does saves on the phone. Records say “Saved on this phone. Sends when there's signal.” Nobody has to press sync.
- 02Changes go up in orderThe phone sends its changes in the order they were made, one at a time.
- 03Nothing is sent twiceEach record's ID is made on the phone, so a resend is recognized as the same record.
- 04It keeps tryingNo network or a busy server, and the phone tries again later. A change the server won't take keeps its reason on the phone, and the rest keep going.
- 05Conflicts are designed outRecords are only ever added. Task status and equipment in or out of service are the server's call. If someone finishes work an admin cancelled meanwhile, their completion is kept as a record.
- 06Photos and videos follow their recordA file goes up after its record, in parts, and picks up where it stopped after a drop. The phone's copy is deleted only after the server has stored and checked it.
Sending
No signal. Everything below is saved on this phone and goes when there's signal.
3 changes to records waiting to send.
- Photo, blocked taskWaiting for signal
- Video, skill checkWaiting for signal
Didn't go
Signing in
Signal once, then 30 days.
- A phone signs in once with signal.
- After that, it works from its own data for 30 days from the last time the server confirmed the sign-in. Then it asks the person to sign in again, and their data stays.
- On a shared tablet, a person switches in by PIN or QR badge, checked against what synced to the tablet. Each record goes up in that person's name.
Work stays with the person who did it
- Work waiting on a phone goes up only in the name of the person who did it. If someone else signs in first, it's cleared.
- When someone leaves, or an admin asks, their phone clears the app's data the next time it has signal. Only the app's own data goes.
Common questions
- Does anyone have to press sync?
- No. Everything saves on the phone and sends on its own when there's signal.
- How long can a phone go without signal?
- 30 days from the last time the server confirmed the sign-in. Then it asks the person to sign in again, and their data stays.
- What does PortalBase AI do with no signal?
- It searches the documents on the phone and opens the right page.
- Does it work offline on a laptop?
- Yes, once it's switched on for your company. Forms, training, tasks, shift logs, fixes and documents work offline in the web app on a laptop.
Bring us the place with no signal.
We'll show you what your people would see there, step by step.
Book a walkthrough