Offline Sync for Forms

How to create forms or reports offline for mobile.

Carrina Jaime avatar
Written by Carrina Jaime
Updated over a week ago

Will you be on-site without Wi-Fi?

SiteMax's mobile offline sync is designed for users to create forms when outside of a network connection. Once online again, you will be able to sync forms back to the project.

How to Sync Forms on Mobile

Step 1: To sync your form data for access offline, start by going to your Account Settings and clicking on Offline Sync.

  • Note: You will need to be online to sync.

Step 2: From there you can sync the list that could be needed to create a form.


Creating Forms Offline

Once your forms have been synced for offline access, you will be able to add new site and safety reports when outside a Wi-Fi network.

Step 1: Click on the project you would like to add a Report to

  • Note: You will see the "You are Offline" bubble and will not be able to load the Project's Day View

Step 2: Click on the Site or Safety Report module from the right-side menu

Step 3: Click on the Report you are creating a Form for

Step 4: Click on the three-dot menu and select the Create a Form option

  • Fill out your Form with the requested information and select Save & Close when complete.

You will now have the new form in your Reports Queue. When you are back online, you will be able to sync the completed form to the Project.


Sync Completed Report

Sync the forms you completed offline when you have reconnected to Wi-Fi.

Step 1: Click on the Sync icon to find your completed forms in the Reports Queue.

Step 2: From here select the Sync Report option.

The forms you completed offline will now be synced with the Project.

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