Integrify Mobile was designed to allow users to make requests and approvals from any device. By detecting your browser, Integrify will automatically direct you to the appropriate client homepage that is optimized for your specific device.
All versions of Integrify feature common elements. Below are explanations of those as well as the formatting conventions used in this manual to organize and present this information.
Integrify Mobile was designed to meet basic “on-the-go” approval and request needs. Use of the traditional browser-based application is required to develop and manage processes and work with requests that rely heavily on scripted calculations and dynamic functionality. As such, due to its complexity, the Custom Grid Plugin will not work via Integrify Mobile.
The main navigation menu is located on the left-hand side of the Integrify desktop and tablet screen and is the central feature for the smartphone. This menu is the hub for all actions within the system.
Menu selections and commands are presented in boldface text separated by a “greater than” symbol (>) (e.g., Menu > Command) throughout this manual.
- To start a request, select My Dashboard > Start a Request.
- To view System Settings, select Administration > System Settings.
- To view a list of available reports, select My Dashboard > My Reports
Common Navigation and Touch Interfaces
The Mobile application takes advantage of several industry standards for navigation.
Pull To Refresh – A common gesture-based action, this command will allow users to trigger a refresh of screen content, including filtered lists. To use, place finger at top of screen and drag down approximately 1-inch. You will then see a message to “Release to Refresh” upon doing which your content will update accordingly.
Touch Scrolling – Also considered dragging, this gesture allows users to scroll or pan through a window’s full content. By touching whitespace or non-linked content, a user can use their finger in an up or down motion to view the entire page.
Tap to Select – A single tap of your finger on a specific element will allow you to open, select or activate that item – just like clicking with a mouse.
The following elements are available through all navigation menus:
Home – Return to the homepage from any location in the application
Start A Request – Begin a new request within the Integrify system.
* Can’t find the request you want to start?
Check with your Administrator – The mobile start feature for the request may have been disabled or you may not have the permissions required to view this process.
My Requests – Review the list of requests you have submitted through any Integrify interface. This will also include those that you have submitted on behalf of other users.
My Tasks – This presents the list of requests that have been assigned to you and require an action or input to continue the process.
My Reports – Easy access to the reports that your administrator has given you access to review.
My Queues – Access work lists and pending requests assigned to you or one of your assigned groups.
Switch to Desktop – Quickly allows you to switch to the full desktop version of Integrify. This will limit your use of “mobile” features such as touch-screen scrolling but allow full access to the Integrify system.
Keep Menu Closed - Use this feature to minimize the menu list. The menu will remain closed until you expand it by clicking on the menu icon at the top of the screen.
Logout – Logs out user and returns them to the main login option.
Request making and management in the Mobile application is straightforward and easy to use.
To get to the request work pane, click Start a Request from the navigation menu.
The tablet Start a Request work panel includes two main sections:
Search Box – Allows users to search by key words and returns a list of possible requests types. Requests can be selected and started directly from this list.
Choose a Category - Users can select to view “All” available requests or filter by category to see a list of applicable processes. Requests can be selected and started directly from this list.
The smartphone Start a Request work panel includes two main sections:
- Search Box – Allows users to search by key words and returns a list of possible requests types. Requests can be selected and started directly from this list.
- Recently Launched Request Types –Users are able to show or hide a list of request types they recently submitted. New request types can be selected and started directly from this list.
Users can also select requests by tapping down through available categories to see a list of available processes. Requests can be selected and started directly from this list.
Request Start and Form Entry
After selecting the request you want to submit, you may see the “New Request” window pop-up. This window will allow you to name your request and set a “Client” if you are submitting the request on behalf of a colleague or other user.
*No “New Request” Window?
Your administrator may have turned off the “New Request” window allowing you to go directly into the main request form after you select it.
The next screen is the main request screen or form. Here you will see the fields included in the request as well as any requested attachments and other fields.
After filling in the form, select an action from the bottom of the screen to proceed. Typically you will be able to choose between “Submit” and “Save as Draft” but some administrators may elect to use different language or omit the ability to save your work.
Once a request has been submitted it will advance according to the steps and rules programmed by your administrator. This may include additional forms or task assignments as well as approvals and notifications. Please refer to the “My Requests” section belowfor more information on reviewing request status.
To track processes you have initiated and view their current status click on My Requests from the main menu. My Requests is limited to only those processes that the logged in user has a participating role including requester, client, approver or other contributor.
The My Requests work pane features the following:
Search Bar – By clicking on the search bar, you will see a number of fields available to search existing requests.
Page Select – Allows you to skip forward in their request history.
Sort By – Users can choose the way existing requests are presented. Options include ordering by Created Date, Name, ID, Process Name and Status.
Sort Direction – Select whether results should be listed in ascending or descending order.
Requests – Requests will be displayed in the work pane according to the parameters selected.
The request summary page features the following:
Key Request Information: Details about the request including the ID, name, requester and pertinent dates.
Task Information: Task names are in bold and details are minimized by default to conserve screen space. To expand task information, click on the arrow to the right of the Task Name or icon (see below). Data is located below the overview and will include all form fields (if applicable) regardless of whether data was submitted.
Expanded Task Details:
Comments: In this section you can monitor and enhance to request discussion and related files using.
Depending on your permissions the Monitor Requests section may be available within the navigation menu. This option is structured like My Requests but shows all requests within the Integrify system.
*No data in the Monitor Requests Window?
Your administrator grants specific access to Monitor Requests – while you will still see this menu item, you will not have sufficient access to view all requests.
The list of request work awaiting you is easily located by selecting the My Tasks section from the main menu. My Tasks shows all tasks in which you have a specific action pending – this may include completing a form, approving or declining a request or setting a new milestone.
The My Tasks work pane features the following:
Search Bar – By clicking on the search bar, a user will see a number of fields available to search existing requests.
Page Select – Allows users to skip forward in their open tasks.
Open tasks will be displayed in the work pane according to the parameters selected.
Tap on the task row to select it and view the task. From here you will be able to complete the task – the view is dependent on the action required and may include data entry or an approval decision.
To view complete request details click on the view icon in the top right hand corner of the screen. This will allow you to view the request summary page.
Upon completing a task you will be taken to your next task for that request (if applicable) or the request summary page.
Reports and Queues
Reporting using Integrify Mobile is optimized for basic results and metrics. Use of the traditional browser-based application is recommended for reports with charting (for example bar or pie graphs) as well as those that return more than 6 columns of unique data.
Integrify Mobile allows end users to view basic reports and access shared queues through the main navigation menu.
Reports are an integral way to review request history and key metrics. All reports that are accessible by a user in the desktop application are viewable through the mobile platforms.
At the top of the My Reports pane you will see the Search Field. This allows users to search for a specific report by name by entering keywords into this field and clicking the magnifying glass. Search results will be presented in the request pane below the search. Click “Clear Search” to return to the complete My Reports list.
Alternately to searching, a full list of reports for which the user has permission to review will be presented in the work pane. Tap a report to view it.
When viewing a report users will see the following options:
Page Select – Allows users to skip forward in their open tasks.
Display Options (Tablet Only) - Users have the ability to change display options by choosing vertical or horizontal orientations from the drop down at the top.
If request summary links are available through the report a view report icon or “Request Summary” link will display. Tap or click on this to view the Request Summary.
*Need to view more columns?
Try minimizing the navigation menu on the left to gain additional screen space. Changes to the report orientation may also help: try viewing the report in both vertical and horizontal formats to determine the view that works best.
Queues in the system are created to provide specific lists of open tasks for specified processes. They are assigned by administrators and are available through the My Queue link in the main navigation menu.
The My Queue work pane features the following:
Search Field – Search for a specific queue by name by entering keywords into this field and clicking the magnifying glass. Search results will be presented in the request pane below the search. Click “Clear Search” to return to the complete My Queue list.
Queues – Available queues will be displayed in the work pane.
Tap on the queue row to select it and display the list of open tasks.
To select a task from the queue, click on the task row, select “Go to Task” or choose the launch task icon.