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Mobile App: Navigation

The mobile app offers a read-only experience, making important operational information available wherever it is needed.

Written by Hylet Pistorius

The app offers a view-only experience of all published processes, value streams, managed documents and attachments, giving users quick access to important information, guidance, and work instructions needed to perform tasks correctly and consistently. With key operational knowledge available on the go, employees can stay informed and aligned wherever they are.

Available Objects: Processes, Value Streams, Managed Documents, Attachments

  • All your company's published/overdue processes, value streams, managed documents and attachments are visible on the app.

  • They are listed A-Z. The last viewed object will appear at the top of the list.

  • It's very important to sync the process maps before they can be viewed. Do this by selecting the sync icon .

Visible Process Components

Almost all process/value stream components are visible in the mobile app. The table below outlines what is available and the few exceptions.

Note that Process steps in the mobile app correspond directly to the diagram content menu shown on the right-hand side of the desktop web app.

Visible Process Components

Components Not Yet Visible

Process objectives (tab on the bottom of the screen)

Process level notes, attachments

Process and activity tags are in their own tab on the bottom of the screen.

Future state

All nodes (activities, decisions, process links, events)

Yellow triangle on the process steps indicating that no users are assigned to a role.

Activity-level notes (title and description)

Notes where the display are restricted to stakeholders only, are not displayed in the app at all.

Underlying tasks of activities, decisions, events, process links

Timeline

Triggers, inputs and outputs on the process steps and in their own tab on the bottom of the screen

Data objects and stores do not display on the map but are shown on the process steps and in the TIO tab

Swimlane view

Embedded view

Glossary terms

Activity level attachment are visible and can be opened from the process steps

Gateways

Alternate paths

Quick Steps to View a Process /Value Stream /Managed Document/ Attachment

  1. Open the app.

  2. Login

  3. Select the hamburger/menu icon in the top left corner. Choose what to view:

    1. Dashboard (shows all available objects)

    2. Processes

    3. Value Streams

    4. Managed Documents

    5. Attachments

  4. Select the object to view.

    1. Within a process/ value stream:

      1. Click on a process step to open the details: tasks, notes, attachments. Click on the process step again to collapse the details.

      2. Use the tabs at the bottom of the screen to navigate to the process steps, map, objectives, tags, TIO's (triggers, inputs, outputs).

    2. Within a managed document/attachment, the object must be synced to be available for offline viewing.

Navigation video of processes and value streams:

Navigation video of managed documents and attachments:

Note

  • The mobile app only supports the viewing of the objects. Editing and sharing capabilities are not included in the current version. No permissions are applicable within the app due to its view-only nature.

  • Only processes, value streams, managed documents and attachments can be viewed on the app. No other objects for now.

  • No private objects are displayed in the mobile app.

  • Only swimlane view is available when viewing the map, regardless of the view that is selected on the web app.

  • Some icons may differ from the web app.

  • Read more about:

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