+11
In Progress

Ability to review a task and issue a VOTE via mobile

Kevin Kline 2 years ago in Productivity Management updated by maygret.sternberger 6 months ago 5

Many of our individuals responsible for approving items in the workflow are constantly traveling and conduct much of their work via mobile - we need an easy way for them to be capable of reviewing tasks and issuing their approval remotely without the need to load the system up on a desktop browser

A delegation functionality to move the task to another user would also be very helpful in such a mobile version. 

In Progress

I apologize for not updating this sooner but the next phase of work on the mobile app is well underway.  This phase will add Review Tasks as another section in the mobile app where users can see ALL the reviews they have to complete.  Simple reviews will be able to be completed directly in the mobile app as well.

The user will be able to view the task, see the documents and voting history and comments from other users and be able to cast their own vote and add a comment.  Users will NOT be able to access the annotation viewer from the mobile app.


Also, not all review tasks will be supported in the MVP release for this feature.  If a review tasks has Data Collection Templates or Checklist items to complete that will not be supported initially.  The user will see the review in the the list but will be told that it cannot be completed in the mobile app.

Committed

Aprimo is developing a native mobile.  The initial feature set of the mobile application is focused on financial approvals of Invoices and Committed Funds (POs) as this is another area where the approvers might be traveling and need to work from a mobile device.  This initial version is almost complete and should be releasing to Early Adopters in June time frame.  We will be showing a working version of this to customers at SYNC.  If you are attending stop by the booth and ask to see it.

While that is in EAP and we are gathering feedback we will be immediately moving to our next phase which will be to support review tasks being available in the mobile application with the option to approve/reject.  The reviewer will be able to add a comment as part of the review.  The goal would be to have support for review tasks in the mobile app in Q3.

The mobile app will work for iOS and Android devices.  There will be some restrictions on what versions are supported.

Our reviewers could also benefit from the ability to review via their mobile device.