Tips to ensure that nothing is amiss when you go offline and online again

After initially setting up offline mode, test it

After you have first enabled offline mode, try testing it.

1. Close Voyant.

2. Unplug or temporarily disable your internet connection.

3. Reopen the software whilst offline. Click the desktop link to open Voyant.

4. Sign in  using your Voyant user name and password.

The software will attempt to connect to our servers. Once it finds that a connection cannot be established, you will be prompted to enter an offline passcode.

5. Enter your Offline Passcode, which you set earlier.  

6. Once the Open Client Record dialogue displays, check the My Clients tab. Verify that you can open any one of these client files.

 

Test for client file access before going offline

As a rule, we generally recommend that you run a similar test prior to taking the software offline. While you are still at a location with internet access, take your software offline, enter your offline passcode, and confirm that the desired client file can be opened. We recommend that you test for access while an internet connection is still available because once offline, there is no way to synchronise with the servers or to troubleshoot any problems.

 

Check the Open Client Record dialogue to confirm that the file is accessible offline

The Open Client Record dialogue’s My Clients tab shows not only the client files owned by your user account, it also shows the files that will be available to you when working offline, provided that you have set up offline mode

The All Clients tab, by contrast, shows records stored on our servers. These may be a mix of your own records, those created and owned by your user account, and files created and owned by your colleagues that you are allowed to access.

How do you move a record, perhaps one created by a colleague, onto the My Clients tab to access it offline? See the instructions on how to grant colleagues offline access to your client records

Client files that will be available offline are marked with an asterisk on the Open Client Record dialogue.

 

Updates when working offline? Bring the computer online as soon as internet access is available

When working offline, be sure to save your changes. As a best practice, always reopen the computer once an internet connection is available again, whether updates were made or not. Log into the software and allow it to synchronise your files with the Voyant server. Allowing the software to synchronise will ensure that any work done on computer, changes made originally offline, will later be available on other computers. 

 

Always follow the online-offline-online rule

When you plan to use Voyant offline, always follow the online-offline-online rule.

1. On the computer that you plan to take offline, open the software online before leaving to go offsite. Open the software by clicking the desktop link to Voyant, not by logging in through our website. Sign into the software, allowing it to automatically synchronise client files with our servers.

2. Close the software.

3. Use the software offline and save any changes made to your client's case.

4. Reopen Voyant (on the same computer) and log into the software as soon as you are in a location where internet service is available (e.g. at the office, at home).

Logging in online allows the software to synchronise with our servers and loads any unsaved changes to the client case, made from other computers, onto the computer that is about to be taken offline.

Also, opening the computer online validates your licence with our servers, renewing your 7 day offline  usage maximum. Users who forget to log in on a computer since they last took it offline may be unpleasantly surprised to find that they are well past the 7 consecutive day count and are not allowed to open the software in offline mode before first connecting with our servers.  

Once you have used the software offline, save any changes, and close the software

As soon as you return to a location with internet access, open the software online. Doing so will ensure that any changes made offline are uploaded to our servers and are available for access on other computers. Also and perhaps most importantly, logging in again ASAP ensures that your offline day count is refreshed for the next time you need to use Voyant in offline mode on this computer.  

 

Haven't used the software offline in some time? Test offline mode before going offline.

If you haven’t used the software offline in some time, it is best to test it in offline mode when you are in a location that still has internet access. This will give you the opportunity to connect to our servers, sign in online and reset your offline passcode if you have forgotten it.

1. First, open Voyant online by clicking the desktop link to the software.

2. Sign into the software and allow it to automatically synchronise with the Voyant servers.

3. Close Voyant.

4. Unplug or temporarily disable your internet connection.

5. Reopen the software whilst offline. Click the desktop link to reopen Voyant.

6. Sign in using your Voyant user name and password.

The software will attempt to connect to our servers. Once it finds that a connection cannot be established, you will be prompted to enter an offline passcode.

7. Enter your Offline Passcode, which you set earlier.  

8. Once the Open Client Record dialogue displays, check the My Clients tab. Verify that you can open the client file you intend to access offline.

 

Related Topics

Offline Mode - Set up the software for occasional offline use, set an offline passcode

Best practices. Thirteen things to know about offline mode

 

For Further Reading

For more information on offline mode, view our offline guide.