Understanding the Refresh System: Soft vs. Hard Refresh

Created by JR Formenti, Modified on Mon, 10 Feb at 9:34 AM by JR Formenti

Refresh System Overview



The refresh system in the Woodland OT mobile application ensures that users can keep their data up to date while maintaining flexibility. The system offers two refresh options, Soft Refresh and Hard Refresh, each with distinct purposes and functionality.


1. Soft Refresh (Data Only)

The Soft Refresh is designed for minimal disruption and is used to update data without affecting the current application state.


Key Features:

  • Refresh visit and work order data: Ensures the latest data for visits and work orders is retrieved from the server.
  • Keep app running: The app continues operating without interruption during the refresh.
  • Preserve navigation state: Your current location within the app is retained, so you won’t lose progress or context.


How to Perform a Soft Refresh:

  • Tap the Refresh Data button in the Soft Refresh section.
  • The system updates data seamlessly in the background without impacting your current workflow.


Use Case: Ideal for quick updates when new data is expected, such as recently assigned work orders or modified visit schedules, without the need to reload the entire app.


2. Hard Refresh (Full Page)

The Hard Refresh is a more comprehensive reset of the application, intended for troubleshooting or resolving technical issues.


Key Features:

  • Reset the entire application: The app reloads from scratch, similar to restarting it.
  • Clear cached data: Any locally stored temporary data may be cleared, ensuring a fresh start.
  • Lose unsaved changes: Any unsaved data or edits might be lost, so use this option cautiously.


Warnings:

  • The Hard Refresh option displays a yellow warning box to remind users of its impact:
    • Resets the app completely.
    • May clear cached data and cause unsaved changes to be lost.


How to Perform a Hard Refresh:

  • Tap the Hard Refresh Page button in the Hard Refresh section.
  • The app will reload entirely, resetting to its initial state.


Use Case: Use when encountering technical issues, such as errors in data display or unresponsive features. This option ensures all components of the app are reloaded from the server.


Key Differences Between Soft and Hard Refresh

Feature

Soft Refresh

Hard Refresh

Purpose

Updates data only

Reloads the entire app

App State

Preserved

Reset

Impact on Navigation

Maintains navigation

Requires re-navigation

Unsaved Changes

Retained

May be lost

Cached Data

Preserved

Potentially cleared

Recommended Use

Routine data updates

Troubleshooting issues



Best Practices

  • Use Soft Refresh for routine data updates to maintain your workflow and minimize disruptions.
  • Use Hard Refresh only when experiencing technical difficulties or errors that cannot be resolved with a Soft Refresh


Notes for Mobile Users:

  • The mobile dashboard is streamlined to present vital information at a glance.
  • Assigned zones are color-coded and organized for quick navigation and reference.
  • Ensure you toggle to Mobile View during login for optimal layout and performance on smaller screens.


This user-centric layout ensures efficient access to critical data while maintaining ease of use.

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