Offline field work and office review

Download a work area to a device, prepare field records offline and transfer them to the base project after office review.

Last updated: 10 November 2026

Before going into the field

A field package downloads your selected area and the records needed for work to the device. Downloading and later sending it to the server require a connection; work can continue offline in a downloaded package. Field changes are kept in a separate workspace and published to the base project after review.

1. Open Field packages in the base project's Project panel.
2. Select Download package.
3. Enter Package name and Equipment name.
4. Use Select area on map to define a rectangular work area, or edit the West, South, East and North bounds.
5. Check Proximity to basemap, Package duration (days) and Download thumbnails.
6. Select Download and inspect the field workspace once download completes. If interrupted, use Resume download.

If the browser prompts you to add the application to the home screen, complete that step. Before departure, check that the package opens on the device you will use.

Work on the device and complete synchronisation

Open in Field packages on this device opens a downloaded package. Local edits appear in Field operation queue. Local changes have not yet been confirmed means the changes have not passed server checks.

1. Make map and record changes within the package scope.
2. Use Operations to inspect the queue and pending files.
3. When connected, use Sync.
4. Check that files as well as operations have been sent. Read any error reason and use Try again.
5. If transfer must take place through another device, obtain the field file with Export.

Delete from device removes the local package. Complete synchronisation or export first if changes are pending. Pending local operations removed through Delete permanently cannot be recovered.

Add photographs, documents and notes

1. Open Attachments for the relevant feature, equipment or connection.
2. Check Record to attach to.
3. Choose Take photo, Document or Note.
4. Select the file and enter Description; a description is required for a note.
5. Select Save and inspect file transfer status.

Open file opens the original. A thumbnail visible offline does not mean the original file was downloaded. For an uncertain file upload, use Check current record to inspect the saved file.

Review in the office

1. Open the package with Inspect in Field packages.
2. Under Field operations, review changes and Before / After details. Use Show location on map to visit the record.
3. If you received a file from the device, as an authorised administrator select it under File import and use Import from file; check operation and file results.
4. Once pending device operations are complete, select Close package and submit for review.
5. Through Report and details, inspect differences, conflicts, violations and impact. After corrections, complete design approval and publication.

Close package ends field entry; it does not publish to the base project. An administrator may update the expiry with Extend when required. To undo a field operation, the package must be closed and its design in draft. After Undo this operation, validate the report again.

Prepare the device

Use a modern mobile browser supporting offline storage. The device must open the application over HTTPS and have local storage for the selected field area, basemaps and attachments. This guide does not establish acceptance for a specific device or browser; open the package and inspect the workspace on the intended device before departure.

If Device storage full appears, do not assume the operation was saved. Preserve required records, free space and retry the failed step. Clearing site data or changing devices may remove access to local work not yet sent to the server. First send pending operations with Sync or obtain a file with Export; check that it opens and is stored in your organisation's protected storage.

Do not start offline work before download completes. Use Resume download for an incomplete package. Remember that a thumbnail differs from an original photograph or document; check access to the content needed in the field on the device itself.

Cancel a package or report a lost device

If a device is lost, tell your organisation administrator the package and device names. An authorised person can open the record with Inspect in the project's Field packages and use Cancel where its state permits. Confirming cancellation changes the package and linked workspace states; it does not remotely delete the file on the device.

Caution: Cancelling a package on the server does not prove that the device copy has been deleted. Manage account access and the device separately under your organisation's lost-device procedure. Do not assume work never sent to the server can be recovered.

For normal completion, follow Close package and submit for review. Delete from device removes the local copy; it does not replace office review or design publication.