Record Downloads

Record downloads occur when a Site Leader moves one or more records down from the central area of the Central Server or Local Site Data Transfer Screen to the leader’s area located at screen bottom. The original record becomes locked, and the downloaded record becomes accessible on the leader’s tablet.

There are three types of downloads: site downloads, tablet downloads, and individual downloads. All three work with OSRI records, but only tablet and individual downloads work with SIGs.

Site Downloads

Site downloads can only happen during local site wireless transfers. They only work with OSRI records. A site download transfers, at once, all eligible OSRI records located on any tablet that is connected to the network. "Eligible records" are those that have had their QA Status set to Ready for QA Review.

To execute a site download, click and hold on the green Site Bar at the top of the screen. When you drag the cursor, the headers of all eligible OSRI records will turn yellow to show that they have been selected. Drag the records to the OSRI section at the bottom of the screen, which will turn yellow. When you release the cursor, a Status Update window will open to show the download’s progress.

Tablet Downloads

Tablet downloads transfer all eligible OSRI or SIG records from one tablet or central server folder. All SIGs are eligible; OSRIs must have their QA Status set to Ready for QA Review (for local site transfers) or State QA Review Complete (for central server transfers) for a tablet download to work. To execute a tablet download, click inside a tablet or folder icon in the central screen area. When you drag the cursor, the headers of all eligible records will turn yellow. Drag the records to the correct side at the bottom of the screen (tan for OSRIs, white for SIGs) and release them there. When you release the cursor, a Status Update window will open to show the download’s progress.

Individual Downloads

Individual downloads allow Site Leaders to transfer a SIG record or any OSRI record regardless of its QA Status. To execute an individual download, click the individual record icon in the central screen area. When you drag the cursor, its header will turn yellow. Drag the record to the correct side at the bottom of the screen (tan for OSRIs, white for SIGs) and release it there. When you release the cursor, a Status Update window will open to show the download’s progress.