Off-line mode of IMIS Policies

The following table gives an overview of functions according to their requirements towards Internet connectivity and possible off-line substitutions.

IMIS Policies    
Functionality connectivity required /autonomous Off-line substitution
Initial launching connectivity required yes, by off-line transfer of the Master Data
Enquire connectivity required not available
Acquire autonomous not needed
Enrol autonomous not needed
Modify connectivity required not available
Control Numbers connectivity required not available
Renew connectivity required yes, by off-line transfer of the Renewal Data
Feedback connectivity required yes, by off-line transfer of the Feedback Data
Reports connectivity required not available
Synchronize connectivity required yes, off-line synchronization by XML files
Quit autonomous not needed
About autonomous not needed

Creation and transfer of off-line files to IMIS Policies

The off-line files for IMIS Policies is created in the web IMIS by selecting of the Tools/Extracts menu item. The form IMISExtracts is displayed.

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Image 3.1.1 (IMISExtracts Form)

The Download Master Section is used for creation of the off-line files for IMIS Policies.

  • Enrolment Officer Code
The code of an enrolment officer for whom the off-line files should be generated.

Click on the button:

  • Download Master Data
The file MasterData.rar is generated.
  • Download Renewals
The file Renewals_<enrolment officer code>.RAR is generated. It contains renewal prompts associated with the enrolment officer at the time.
  • Download Feedbacks

The file Feedbacks_<enrolment officer code>.RAR is generated. It contains feedback prompts associated with the enrolment officer at the time.

The off-line files should be transferred to the device and stored in any folder (Renewals_<code>, Feedbacks_<code>) and in the folder IMIS/Database (MasterData). The off-line files Renewals_<code> and Feedbacks_<code> are selected by the user after swapping in the Renewals Page and Feedbacks Page .

Creation and transfer of off-line files from IMIS Policies

Use the function Synchronize and the following buttons:

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Image 3.1.2 (Synchronize Page)

  • Create Enrolments XML
Creates a file with all enrolments including policies/contributions that haven’t been uploaded or included in a generated file yet. It is required that each insuree has to have a photo associated with him/her. The name of the file is Enrolment_<enrolment officer code>_<date of creating>_<time of creating>.rar and it is stored in the folder IMIS/Enrolment.
  • Create Renewals XML
Creates a file with all renewals that haven’t been uploaded or included in a generated file yet. The name of the file is MasterRenewal.rar and it is stored in the folder IMIS.
  • Create Feedbacks XML
Creates a file with all feedbacks that haven’t been uploaded or included in a generated file yet. The name of the file is MasterFeedback.rar and it is stored in the folder IMIS.

The off-line files should be transferred to a client device of the web IMIS and uploaded to the web IMIS by means of the IMISExtracts form – in the sections Upload Enrolment, Upload Renewal, Upload Feedback.