Offline & Mobile Features
EQMS includes a suite of mobile and offline capabilities that allow field personnel to capture data, complete forms, record signatures, and maintain audit trails even when network connectivity is unavailable. Data is stored locally and synced to the server when connectivity is restored.
Mobile Device Features
Section titled “Mobile Device Features”The Mobile Features panel detects and utilizes native device capabilities.
Device Capabilities
Section titled “Device Capabilities”On load, the system detects available hardware:
- Camera — for photo capture and barcode scanning
- GPS — for location capture and continuous tracking
- Vibration/Haptics — for tactile feedback on actions
- Notifications — for local push notifications
The capabilities panel shows green/red indicators for each feature along with platform, model, and OS version information.
Camera
Section titled “Camera”- Take Photo — capture a photo using the device camera (saved to gallery)
- Pick from Gallery — select an existing image from the device photo library
- Recent photos are displayed in a thumbnail strip (last 5 photos retained)
Location
Section titled “Location”- Capture Location — get a one-time GPS fix with coordinates, accuracy, and altitude
- Start/Stop Tracking — continuously monitor position changes
- Accuracy is rated as Excellent (<10m), Good (<50m), Fair (<100m), or Poor (>100m)
- Copy coordinates to clipboard or share via the device share sheet
Barcode Scanner
Section titled “Barcode Scanner”- Scan barcodes using the device camera
- Supports multiple barcode formats
- Recent scans are listed with format, raw value, and display value
- Copy or share scanned values directly
Offline Forms
Section titled “Offline Forms”The Offline Form Manager lets you create, save, and submit quality forms without network access.
Creating Forms
Section titled “Creating Forms”Select a form type from the dropdown:
| Form Type | Fields |
|---|---|
| Document Form | Title, Description, Category (SOP/Policy/Procedure/Form), Version, Effective Date |
| Training Form | Course Name, Instructor, Duration, Training Date, Participants |
| Deviation Report | Title, Description, Severity (Low/Medium/High/Critical), Date Discovered, Discovered By |
| Generic Form | Name, Email, Message |
You can also add custom fields to any form using the Add Field button.
Form Lifecycle
Section titled “Form Lifecycle”Forms move through the following statuses:
- Draft — saved locally, not yet queued for submission
- Pending — queued and ready to submit when online
- Submitted — successfully sent to the server
- Failed — submission attempted but unsuccessful (can be retried)
Batch Upload
Section titled “Batch Upload”When connectivity is restored, use Upload All to submit all pending and failed forms in a single batch operation. The status dashboard at the top shows counts for each status.
Offline Data Manager
Section titled “Offline Data Manager”The Offline Data Manager handles arbitrary data types that need to be stored locally and synced.
Data Types
Section titled “Data Types”- Document — document metadata and content
- Form — form submission data
- Audit Trail — audit log entries
- Signature — electronic signatures
Conflict Resolution
Section titled “Conflict Resolution”When syncing, conflicts can occur if the same data was modified both locally and on the server. Each data item has a conflict resolution strategy:
| Strategy | Behavior |
|---|---|
| Server Wins | Server version overwrites local changes |
| Client Wins | Local version overwrites server data |
| Manual Resolution | User is prompted to choose which version to keep |
Storage Monitoring
Section titled “Storage Monitoring”The manager displays storage usage (used vs. available) and individual item sizes. Use Clear Synced to free up local storage by removing successfully synced items.
Sync Operations
Section titled “Sync Operations”The Sync Operations panel manages data synchronization between the device and server.
Sync Types
Section titled “Sync Types”| Type | Description |
|---|---|
| Upload | Push local data to the server |
| Download | Pull server data to the device |
| Bidirectional | Two-way sync with conflict detection |
Operation Lifecycle
Section titled “Operation Lifecycle”Each sync operation progresses through:
- Pending — created but not yet started
- In Progress — actively syncing
- Completed — finished successfully
- Failed — encountered an error (can be retried)
Use Sync All to execute all pending operations at once. Click the eye icon on any operation to view detailed status, timing, and error information.
Conflict Detection
Section titled “Conflict Detection”Bidirectional sync may detect conflicts. When conflicts are found, they appear in the operation details with options to resolve each one by choosing either the server or client version.
Offline Audit Trail
Section titled “Offline Audit Trail”The Offline Audit Trail maintains a tamper-evident record of all actions performed while offline.
Audit Trail Entries
Section titled “Audit Trail Entries”Each entry records:
- Action — Create, Update, Delete, Approve, Reject, Review
- Entity type — Document, Training, Deviation, Audit, Signature
- Entity ID — the specific record affected
- Location — GPS coordinates (if captured)
- Device info — platform, model, OS
- SHA-256 hash — cryptographic hash for integrity verification
- Timestamp — when the action occurred
Mobile Signatures
Section titled “Mobile Signatures”Capture electronic signatures on a touch-enabled canvas:
- Click Sign to open the signature capture modal
- Draw your signature on the canvas
- Optionally associate the signature with a document ID
- Click Save Signature to store it locally
Signatures include GPS location (if captured), device information, and a SHA-256 integrity hash.
Syncing Audit Data
Section titled “Syncing Audit Data”Click Sync to push all pending audit trail entries and signatures to the server. This ensures offline activities are recorded in the central audit log.