Default rules
The following synchronization rules apply to all IndustraForm entries:
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The entries are synced when they are visible to the signed in user.
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The entries that were created within the last 30 days are included.
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The default limit for the number of entries synced per application is 100. These are the entries that were most recently created.
When IndustraForm entries are added on a device:
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The entries remain on the device until either the local cache is cleared manually, or a different user signs in and the local data is cleared.
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The entry is removed from the device when it is more than 5 days old and it falls outside of the filter criteria.
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The entry is removed from the device when it has completed its workflow, and it's outside of the filter criteria.
Some forms are only removed from the device when you sign out.
Control of Work
A control of work entry (permit, certificate, or form) is synced when:
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A permit is in one of the following states: Approved, Issued, Overdue, Live, or Suspended.
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A certificate is in the Issued state.
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An isolation is in one of the following states: Approved, In Progress, Isolated, Installed - Awaiting Verification, ETI in Progress, ETI in Review, De-isolation in Progress, or Removed - Awaiting Verification.
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A risk management form is in the Approved state.
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The additional forms are synced according to the default rules.
Operator Rounds
An operator round is synced when:
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The start time for the round is within 12 hours of when the operator rounds were synced.
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The signed in user is part of the assigned user group for the round, or is an admin, power user or supervisor.
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One of the following is true:
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The round is in one of the following states: Available, Ready to Start, In Progress, or Scheduled.
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It's within 12 hours of the round's scheduled start time.
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It's within 12 hours of when the round was completed.
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Operations Logbook
An operations logbook entry is synced when one of the following is true:
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It hasn't been closed.
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It was closed within a day of the sync.
Standing Orders
A standing order is synced when the signed in user is still required to acknowledge it.
Work Instructions
A work instruction is synced when:
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The start time for the work instruction is within 24 hours of when the work instructions were synced.
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It's not an inspection round.
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One of the following is true:
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The work instruction is in one of the following states: Upcoming, Ready to Start, In Progress, or On Hold.
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It's within 24 hours of the scheduled start time for the work instruction.
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It's within 24 hours of when the work instruction was completed.
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Work Instructions - Inspection Rounds
A work instruction - inspection round is synced when:
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It's the inspection round type.
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The start time for the inspection round is within 24 hours of when the inspection rounds were synced.
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One of the following is true:
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The inspection round is in one of the following states: Upcoming, Ready to Start, In Progress, or On Hold.
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It's within 24 hours of the scheduled start time for the inspection round.
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It's within 24 hours of when the inspection round was completed.
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