Navigation Overview

The first time that you log on, you are taken to the Workspace Selection screen. At a minimum, you will see the Home Workspace and Search options. The app displays a message if you do not currently have access to other workspaces. Otherwise, the All Workspaces section displays an alphabetical list of the workspaces that you have access to.

Note: After you select a workspace, your device takes you to the selected workspace the next time that you log on. To select a different workspace from the Workspace Selection screen, tap the down arrow next to the current workspace name.

The Recent Workspaces section displays a list of up to four workspaces that have been accessed only on mobile devices.

The attributes of the Workspaces list include Workspace Number, Workspace Name, and Location (if available).

To limit the list of workspaces in All Workspace to those that are view-only, tap Filter , enable View Only Workspaces, and tap Apply.

Workspaces provide access to your Company Workspace and your projects. You can view, create, and manage workflow and non-workflow business process (BP) records. You can also download and synchronize projects for use in Offline mode. This component is available only for standard users.

The navigation bar at the top displays your User Profile icon and provides access to a Search option that lets you search for a specific workspace.

Your User Profile icon indicates whether you are in Online mode (green dot) or Offline mode (gray dot). Whether you are in Online or Offline mode, you can access Profile, Company, and App Settings, as well as help, by tapping your User Profile icon.