Main Operations in Mobile View

This section describes how to work with the key features available on the mobile view.

Adding Appointments

Add an appointment for the user, organization, or facility.
Depending on your system administrator's settings, you may not be able to add appointments for organizations.

Steps:
  1. App Menu > Tap "Scheduler".

  2. On the personal week screen, tap Add.

    Screenshot: The "Personal week" screen with the Add icon highlighted

  3. On the "New appointment" screen, select the appointment type and then enter the date/time and the subject.

    Screenshot: The "New appointment" screen

  4. Tap "Attendees".

  5. On the "Attendees" screen, add users to set as attendees to the screen showing the candidates.

    Screenshot: The "Attendees" screen with fields to select a user highlighted

    a): Enter keywords in the search box, then tap Search to search users. When you type characters in the search box, a list of suggested attendees is displayed.
    b): From the drop-down list, select the group to which the target user or organization belongs.
    c): Tap the organization, select the organization of the target user, and then tap Apply.

  6. Tap the Add for the users and organizations you want to set as attendees of an appointment, among users who are displayed in the candidate field.

    Screenshot: The "Attendees" screen with the Add icon highlighted

  7. In the field to show selected attendees, confirm that all the desired users are listed, and then tap "Apply".

    Screenshot: The "Attendees" screen with the Apply icon highlighted

    When you tap Remove for users, you can cancel the selection.
    To change the display order of users, tap the name of the user, and then tap the arrow to the right of the "Selected" field.

  8. On the "New appointment" screen, tap "Facilities".

  9. On the "Facilities" screen, use one of the following methods to display the facilities to the candidate screen.

    Screenshot: The "Facilities" screen with fields to select a facility are highlighted

    a): Enter keywords in the search box, then tap Search to search facilities. When you enter characters in the search box, a list of suggested facilities is displayed.
    b): From the dropdown list, select the facility group where the target facility belongs.
    c): Tap the organization, select the group of the target facility, and then tap "Apply".

  10. Among the facilities in the candidates, tap Add for the target facility.

    Screenshot: The "Facilities" screen with the Add icon highlighted

  11. In the field to show the selected facilities, confirm that all the facilities you want to use are displayed, and then tap "Apply".

    Screenshot: The "Facilities" screen with the Apply button highlighted

    When you tap Remove for facilities, you can cancel the selection.
    If you want to change the order of facilities, tap the facility name, and then tap the arrow to the right of the selected facilities field.

  12. On the "New appointment" screen, set the required items such as notes and attachments, and then tap "Add".

Checking Availability and Adding Appointments

You can check the appointments of other users and facilities and add an appointment with the availability of users and facilities.

Steps:
  1. Tap the App menu > Scheduler.

  2. On the group day screen, search for users and facilities by tapping search and entering keywords in the search box.

    Screenshot: The "Group day" screen with the Search icon highlighted

    The OR search can be performed for multiple users and facilities using multiple keywords by separating each keyword with a space.

  3. Tap the target user or facility from the search results.

    Screenshot: The "Group day" screen with a user in the search result highlighted

    The selected users and facilities are displayed below the search box.
    You can search for other users and facilities by entering keywords in the search box.

  4. After you have selected all the users and facilities for which you want to view appointments, tap Search.

    Screenshot: The "Group day" screen with the Search icon highlighted

    The appointments for the selected users and facilities are displayed.

  5. Tap the calendar and select the date of the appointment you want to display.

    Screenshot: The "Group day" screen with the Calendar icon highlighted

  6. Confirm the availability of users and facilities, and then tap Options > the item to add all and create an appointment.

    "New appointment" screen appears. The attendees and facilities of the appointment are populated with the users and facilities that you have selected in step 3.

  7. Set the date and time of the appointment according to the availability that you checked in step 6, set the required items such as titles and notes, and then tap "Add".

Marking All Read E-mails to Unread

Select e-mails that have been read and revert them all to unread status.

Steps:
  1. Tap the App menu > "E-Mail".

  2. Select a folder.

  3. Select the checkbox for the e-mail, and then tap "Mark as unread".

    Screenshot: The "Inbox" screen with the checkboxes and the "Mark as unread" action link highlighted

    When you tap "Remove", checkboxes are cleared.

Approving Workflow Requests

In workflow, you approve a request that you have been set as an approver.

Steps:
  1. Tap the App menu > "Workflow".

  2. On the "Notifications" screen, tap the target request.

  3. Confirm the request details and tap Workflow > "Approve".

    Screenshot: The workflow details screen with an action link to approve is highlighted

  4. Enter a comment if necessary, then tap "Approve".

Marking Unread Notifications as Read

In the notifications list, mark the unread notifications as read.

Steps:
  1. Tap the App menu > "Notifications".

  2. On the "Notifications" screen, view the unread notifications list.

  3. Tap "Read" of the notifications you want to mark as read.

    Screenshot: The "Notification" screen with the "Read" action link highlighted

Checking Read Notifications

In the notifications list, check the contents of read notifications.

Steps:
  1. Tap the App menu > "Notifications".

  2. On the "Notifications" screen, tap "Read".

    The read notifications are shown in descending order of the read date/time, by 20 items per page.
    Screenshot: The "Notifications" screen with the "Read" button highlighted

  3. Tap the target notification and confirm the details screen.

Attaching Files

This section describes how to attach files.

Steps:
  1. In the screen to attach files, tap the file attachment icon.

    Example of screen to attach files in the Message comment:
    Screenshot: The screen to post comments with the file attachment icon highlighted

  2. Select files to attach according to the instruction on the screen.

Posting a Comment

You can post comments to the topics. This section describes how to post a comment to an appointment in "Scheduler".

Steps:
  1. Tap the App menu > Scheduler.

  2. Tap an appointment to which you want to post a comment.

    Screenshot: The "Personal week" screen with the target appointment highlighted

  3. Tap Enter your comment here.

    Screenshot: The schedule details screen with a field to enter comments highlighted

  4. Tap @Mention to post a comment for specific recipients.

    Screenshot: The screen to post comments with the @Mention action link highlighted

  5. Enter the user name in the recipient field and specify the recipients.

    In the recipient, you can specify users, departments, and roles.
    When the system administrator allows users to configure the role, you can specify roles as recipients.
    Also, when you type part of a recipient's information, the suggestions on recipients are displayed.
    Screenshot: The screen to post comments with the field to enter recipients and a candidate recipient highlighted

  6. Enter a comment and tap Post.

    Screenshot: The screen to post comments with the Post button highlighted

Copying Permalinks of Comments

The permalink is the URL assigned to each comment. Accessing Permalink allows you to directly access the designated comment. This Permalink is useful when you want to create a link to refer to the specific comment in the message.
You can use permalinks in the following applications.

  • Space
  • Scheduler
  • Messages
  • Bulletin Board

This section describes how to copy a permalink of a comment in "Scheduler".

Steps:
  1. Display a comment to which you would like to refer.

  2. Tap a permalink icon of the comment.

    Screenshot: Details screen in Scheduler in which the permalink icon of an appointment comment is highlighted

    A banner saying "The link has been copied." is displayed.
    Screenshot: Details screen in Scheduler in which the banner saying "The link has been copied" is displayed

  3. Paste the copied URL at the desired location.