Websites & patient experience · Practical guide

Do not send an offline draft later without making that behaviour clear

An offline form may queue a request and send it later without making that behaviour clear. The visitor can change their mind while assuming nothing has been submitted.

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Make the website useful for the people who use your practice.

What to change

Agree whether offline attempts wait for deliberate retry or are queued, then ask your supplier to explain and demonstrate that choice before any later send.

A worked example

Illustrative example

A visitor is told their offline attempt remains unsent and activates Retry after reconnecting, using the reviewed current answers rather than an unseen earlier snapshot.

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Why this matters to your practice

Automatic sending after reconnection may surprise someone who assumed their offline attempt had failed. Decide with your supplier whether an attempt waits for deliberate retry or is queued to send later. Make that behaviour clear before the visitor relies on it. Demonstrate editing the draft and reconnecting, then compare the eventual request with what the person understood they had approved. Convenience should not leave an older, unseen version of the enquiry being sent after a change of mind.

A practical review example

A visitor may attempt to send while offline, change an answer and assume the request remains unsent. Ask your supplier to reconnect the device and show whether anything happens automatically. Compare any resulting submission with the version the person understood they had approved. If queuing is supported, its status and cancellation route need to be clear. Automatic recovery is not necessarily helpful when it sends an older unseen draft after the visitor changed their mind or believed the task had been postponed.

How to check the result

Accept when reconnection behaviour matches the communicated choice and visitors can understand and control any pending send operation.

A mistake to avoid

Automatic recovery is not automatically helpful when it performs an action the visitor believes they have postponed or abandoned.

Turn reading into a next step

Your action checklist

Work through these checks with your team or supplier. Tick the ones you have resolved and leave unknowns open.

Checks to discuss

Record what you know, what is still missing and the answer you need from your team or supplier.

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Further reading

These sources provide background for the topic. The practice examples and checklist are illustrative planning suggestions from Kay & Co.

Related guides

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