WhoYou Digital ID Offline/Bulk Capture Process

Offline Bulk capture is a function within Digital ID, to Access this function you must be a registered user and have logged in at least once.

How Offline bulk works is by creating a local directory on the host computer and then when synced this information is sent to WhoYou online services with in Digital ID

In the Offline Bulk Capture Process, we are going to unpack the functions which offline bulk captures offers.

• Offline Capture - To capture an individual's information without an active internet connection
• Offline Drafts - This function was created to allow the user to save drafts of captures to edit/sync at a later date. 
• Individual Sync - To sync an individual ID Number.
• Multi-Sync - To sync all items marked for sync.
• Manage Backups - Stored Synced Captures for backup reasons.

The window below indicates the device does not have an active internet connection.

• Click on "Capture Bulk" to continue offline.
• Provide your Valid User ID Number.

To Access this function, you must be a registered user and have logged in at least once.

• Launch The vault application from your desktop or Windows Start button.
• Login and click on Enable Offline User.

• Click Logout or Capture Bulk and Sync to continue.
• Click on Capture Bulk/Capture Bulk and Sync found at the bottom of the login page.
• Input Username (ID Number) click OK.

If you get an error, Offline user not enabled. 

Please Contact WhoYou Support on 

www.whoyou.co.za 

Bulk Capture window is where all captured Items and Drafts are review and displayed to the user.

• New Captures are started but clicking Capture New.
• Company Selection dropdown used to select different companies the user is linked to.
• The user is able to sync all items or select individual sync per ID number.

New capture will start the capture process for a new individual.

• Items marked with (*) must be completed for the applicant to continue.
  
• Information the user will need to complete this capture is: ID Number*, Title*, First Name*, Surname*, Date of Birth*, Gender, Address, Email and Phone.
• Country Code can be changed ONLY at this point. Once Save is clicked the Local Vault is created.

Hard Copies are the complete forms with signature space.

Each check type is the same as the checks available on the online function for the selected company.

Click on any of the buttons listed below to add item to the vault.

Capture information will be displayed to the user on with capture page.

Ensure to click on 'Criminal Submission' after doing the enrollment. 

Sync means to Synchronize; this function will upload offline bulk captures to WhoYou online services

You will need an active internet connection to sync with WhoYou Services

On the Bulk Capture window there are 2 buttons.

Save and Sync Later - Stores the capture and prepares the item for sync. (This Capture cannot be edited)

Save and Sync Now - Will be enabled if accessed through the Online for Bulk Capture.

REMEMBER Always check the online vault to ensure ALL your items have completed their sync.

Drafts are used to temporarily save the offline capture for edit at a later date.

Drafts are also saved against the selected company.

By Clicking the exit button (Top Right of Capture Window) Digital ID will ask if you want to save this as a draft.

You can recover this Draft from the Bulk Capture Page on the Left side.

• Recycle icon options means to delete
• Pencil icon allows you to edit it.

Digital ID also keeps a backup of any Synced Items.

• Click Manage Backups from the Bulk Capture window.