DocLogix Android App User Manual as PDF
Contents
1. icon opens the filter bar above the task list Sort list items by Task list sorting in DocLogix mobile application can be done by closest deadline e closest deadline e newest first l e oldest first newest first e document titles starting with A e document titles starting with Z oldest first document title A Z document title Z A 4 Working with document tasks Pressing each task list item opens a window with detailed information task and document information is displayed in the same window New template for review Title New template for review Start date Main task information is provided on gray background In iti this example task name start and due dates are indicated but Due date i 1 oe 9012 07 17 00 00 00 the list of items can be configured by system administrator All MOREINFORMATION other task information is available after clicking More information link which expands the gray area Business Requirements Document Template Attachments Main document information consists of Business requirements g document template for j Document name reference e Attachment s Class e First five document attributes according to system ee configuration usually registration number registration date and i the sender More information is displayed after pressing More information link Pressing More Information displays more document attributes When task requires a simple action for2. DocLogix Android mobile application user manual 1 Login Te Connecting to DocLogix Before you can use DocLogix application for Android you must setup a connection with DocLogix server in your organization need help with this gt DocLogix server URL For more information contact your system administrator User name The one used to log on to DocLogix from a PC Password The one used to log on to DocLogix from a PC Language Application user interface language English Connect When DocLogix mobile application is downloaded and opened for the first time DocLogix system settings window is displayed User must enter document management system address username and password in this window lf entered data is incorrect the program will show login screen and the warning message again lf entered data is correct user logs in to the document management system server and a list of awaiting document related tasks is displayed 2 List of awaiting document related tasks Te My tasks 7 Please approve my leave request Personal leave request Due 2012 07 10 t Delegate to responsible person for review Supplier Standard Contract Terms Due 2012 07 04 t Please approve June s travel expense report 20120 June travel expense report Due 2012 07 06 Please recheck this old report there are some errors 2012 May expense report Endorse leave request Personal leave request Due 2012 07 17 New template for rev
3. example Review a document only one action button is displayed to indicate that task is completed When task requires expressing opinion or providing approval for example Endorse Reject Abstain two or three buttons are used Endorse leave request Title Endorse leave request Start date 2012 07 09 00 00 00 Percent complete 0 MORE INFORMATION Personal leave request Attachments g Leave request ii Class Office File Internal REAPS IAIrADAAA TIARI 4 1 Review of document attachment Percent complete 0 MORE INFORMATION Personal leave request Attachments Leave request Download Preview Share Class Office File Internal MORE INFORMATION v 4 2 Document editing Te Endorse leave request Endorse leave request Title Endorse leave request Start date 2012 07 09 Due date Percent complete 0 Priority Normal Responsible performers Lana Bergson x Co responsible performers Te Endorse leave request Short click on the file name opens document preview window and allows user to zoom in information and switch between pages using arrows provided at the page bottom Click on the orange button with an arrow right edge of the attachment expands contextual menu to e Download attachment e Preview attachment e Share attachment When selecting attachment download option application locates associated pro
4. gram from user s phone and opens the file If a suitable program is not installed notification message is displayed User can modify task fields and or document fields depending on the available rights and document status Editing is activated in options menu panel by choosing Edit Program reloads the window and changes editable fields into editable format Complete button is replaced by Save and Cancel buttons User presses Save button to capture all changes Window reloads and all the editable fields are replaced with non editable format Bottom of window again displays Complete button 4 3 Approve or reject the document task Te Approving document Comment Comment is required in order to reject document approve 4 4 Document task delegation Te Delegate task Performers Konstantin Lasuk Comment review supplier terms Delegate x When user chooses a button at the bottom of the detailed information window for the task he wants to perform 1 When the task type is simple and the comment is not required for example Complete the task is carried out and the program will display a list of awaiting documents related tasks 2 When several options are available for example Approve or Reject the program will show the additional window for comment and action button Approve Document task delegation process starts from options menu panel If a task can be de
5. iew Business Requirements Document Template Due 2012 07 17 Please review this new template Business Requirements Document Template The list of awaiting document related tasks is the home page of DocLogix mobile application Total number of tasks is displayed in brackets at the top of the window Each document related task is formed from e Task deadline if assigned e Task name bold font e Document name Red exclamation mark is displayed if document related task is overdue Detailed information window opens after pressing any list item Completed task disappears from the list and is no longer available in the mobile application LQ My tasks 7 3 Phone Menu button opens options menu panel with the i following features ease approve my leave request Personal leave request 1 Refresh 2 Sort Due 2012 07 10 r i D een Sree 3 Settings access to DocLogix server address settings Ul Supplier Standard Contract Terms language login and password settings Due 2012 07 04 f Please approve June s travel expense report 20120 June travel expense report Due 2012 07 06 1 Please recheck this old report there are some errors 2012 May expense report Endorse leave request Personal leave request Due 2012 07 17 New template for review Business Requirements Document Template Due 2012 07 17 Refresh Settings 3 Search and sorting Mobile application provides search function for the list of awaiting tasks Search
6. legated options menu panel with have Delegate item in it When user chooses Delegate to assign current task to another performer a new window opens with input fields Performers and Comment As user enters part of person s name or surname in the Performers field program shows a list of similar persons to choose from User selected from that list is displayed as one of the performers with the option to remove it When all relevant persons are included user can enter a comment Delegation action is approved with Delegate button 4 5 History Te Document logs Task or document history can be viewed from from options menu panel ACTIONS TASKS 2012 07 03 13 44 Button Document logs opens document history Reception Administrator Create window 2012 07 03 13 44 Actions Reception Administrator Check in Tasks 2012 07 03 13 45 s H 7 n SHNA AE I Cele tail Button Task logs opens task history window Actions Performers Lana Bergson Review Document and task action history has the following information Action date and time Action performer Action name Comment if provided by user Document task history has the following information Start data Name Task action Action date Task performer history has the following information Performer name surname Action state Action date Action comment Lists are sorted by newest date
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