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.
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:
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.