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.
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