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.