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ASSISI OFFSITE APP

SET-UP NOTES

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**Support **

Tel No: 01270 310046 (Option 2)

Email: Support@practicepoint.freshdesk.com

Contents

SET UP 3

SERVER/PORTAL CONFIGURATION 3

ACTIVATE A USER ON THE SERVER 3

DOWNLOAD THE APP ONTO THE DEVICE 3

On the Device 3

DEACTIVATE A USER 4

SET UP

SERVER/PORTAL CONFIGURATION

Data transfer between your server and your device utilises a cloud-based service, via an online portal. Data is transferred both ways between your server and the portal - and your device subsequently syncs with the portal. As with all cloud-based services, there can be a delay between data changes taking place on your in-house server and these changes being available on your device.

Our Support Department will configure the service for each user/device and give you details of the Portal Location Address that will need to be entered when you download the app and activate the device.

When starting with a brand-new user or device (phone/tablet), once the server has been configured and a user has been activated, to transfer the initial data to the portal, it may often require an hour, or possibly more, for this transfer to complete over the internet.  

Allow this initial transfer to complete before installing the Assisi Offsite App and trying to manually sync data from the portal to your device.

ACTIVATE A USER ON THE SERVER

Each user should use a single device consistently. It is not possible for one user to alternate devices.

The user is in most cases activated by our Support Department, as follows, We will require the following data from you before this can be carried out.

  • A valid Email Address so that we can confirm by email that the > user has been activated and to send instructions regarding > downloading the app and logging in.

  • Assisi Username: The Assisi username for the user to be > activated.

  • Branch Code: This is the consultation branch to which the work > will be allocated for this user and the branch server to which the > completed work will be synced.

  • Stock Location: This is the stock location from which stock will > be drawn for this user.

  • Appointment Room: This is the appointment room in which > appointments are booked for this user. Only this appointment room > will be synced to the device.

DOWNLOAD THE APP ONTO THE DEVICE

  1. Go to the Google Play Store.

  1. Download the Assisi Offsite app.

  2. Allow all permissions when prompted, otherwise the device will not connect to the server.

  3. When the app has been installed, click Open.

On the Device

  1. You will be prompted for the Portal Location Address (this will be provided by the Support Department when configuration has been completed.)

  1. You will be prompted for an email address and one time password (this will also be provided by the Support Department). Enter this and click Save.

  2. Click Register and the desktop menu will be displayed.

DEACTIVATE A USER

Note: If you wish to de-activate a user, make sure that all of the work entered on the device has been synced to the server before the user is deleted, otherwise the work will be lost.

  1. Click Settings on the Assisi Desktop and click Assisi Offsite.

  1. Click Delete Offsite User.

  2. Select the user’s email and click the tick to deactivate/delete the user.