Installation & Operation User Manual (SMG Connect for iphone)

Transcription

1 Installation & Operation User Manual (SMG Connect for iphone) 1 P a g e

2 Table of Contents 1. Introduction Requirement Installation Steps to install application on mobile... 4 Installation using iphone Mobile Registration... 5 Steps for mobile registration... 5 Welcome Screen:... 5 First time set up process:... 5 Mobile Registration: Login Steps to Change Pin Configure App My Apps STARS Pending Request List Request Details Foreign Exchange Details RAS Pending Request List Request Details Item Details EASY Pending Request List Request Details GRSS-SMR Pending Request List Request Details RMS Pending Request List Request Details SMG-DOCS Available SMG Documents List EASY-HU Pending Request List Fig Request Details BPO Pending Request List P a g e

3 16.2 Request Details Search Page Viewing Attachments Take Action on Request (Approve, Return or Reject) Option 1: Option 2: Action Process: After Action Process: Session Timeout Generic Troubleshooting Note: P a g e

4 1. Introduction SMG Connect application is specially designed for ios platform (Specifically iphone). It allows you to access various enterprise application(s) to view information & perform certain actions. This document serves as the installation and operation user manual for SMG Connect application on iphone. 2. Requirement An iphone Office Suite (to see attachment) (Not mandatory but recommended) 3. Installation Steps to install application on mobile Installation using iphone Open browser on your phone. Visit link On the page, User can Tap on Install to install the app or tap on SMG Connect to open detail page and on detail page also, user can tap on install button to download and install SMG Connect app (SMGConnectApp.ipa) (Refer to Fig-1) It will install SMG Connect on your iphone. Fig- 1 4 P a g e

5 4. Mobile Registration Steps for mobile registration Press on the SMG Connect icon to open the application for the first time in your iphone. Welcome splash screen guides you to the Mobile Registration screen. (Refer to Fig-2 & 3) Welcome Screen: First time set up process: Fig- 2 Fig- 3 5 P a g e

6 Mobile Registration: After first time setup process, Register Mobile page will appear. Input all the items to register the mobile. (Refer to Fig- 4) (1) Tap on < button to close registration process. (2) If you face any difficulty, tap Helpdesk Mail button, it will create a mail to Helpdesk (support@mind-infotech.com) with screen snapshot. You can send it to helpdesk. Please don t change subject line of the mail. (3) Input Network Domain Name. (4) Input Windows User Name. (5) Input Windows Password. (6) Input Pin minimum 4 digits and maximum 8 digits are allowed. (7) Re-input Pin to confirm. (8) Check box to show password & Pin. (9) Tap on Register this Mobile button to register the mobile. (10) Tap on Clear button to clear all input boxes. On tap on Register this Mobile button, If any device is already registered with same user then option popup will be appeared where (1) Tap on Remove All & Add New option to unregistered all previous registered devices with this user and register this as a new user. (2) Tap on Device Details option to open a new screen which shows the details of all previous registered devices. (3) Tap on Continue option to register this device successfully. Note: This popup will also show the count of registered devices as 1 Android and 2 ios. 6 P a g e

7 On tap on Device Details option of previous popup screen, a new screen will be appeared where (1) Name of Device Type like ios or Android. (2) Version of OS. (3) UUID or unique identifier of device. (4) Date of registration. (5) Tap on Continue button to register this device successfully. (6) Tap on Remove button to unregistered selected devices. (7) Pull down list of records to refresh the page. Fig- 4 One user can register total 4 devices having any operating system. After input all the items tap on Register this Mobile button to register. If successful then it will move to next page Login. 7 P a g e

8 5. Login If registration process is successful or previously done then Login page will appear. To login to SMGConnect input all items. (Refer to Fig- 5) (1) Tap on Bar icon button to open/close setting panel. (2) Domain and windows user name appears here. (3) Input PIN and tap on Login button to login. If Save PIN option is selected then confirmation message window will appear. Tap Yes to save the PIN. Tap No to login without saving PIN. (4) Check Save PIN option to save PIN. Check Show Pin to show pin. To remove the saved PIN data, uncheck the Save PIN checkbox and press Login. (5) Tap on Login button to login. (6) Tap on Offline button to access data in offline mode. (7) SMG mantra and greeting will be displayed here. We can share greeting when tap on greeting. (8) Tap on Change User on setting panel if you want to allow other user to use same device. It will open Register Mobile page refer Fig-4 above. (9) Tap on Change Pin on setting panel to change the PIN (refer Fig-6 above). (10) Tap on Reset Settings on setting panel if you want to refresh app settings from server (refer Fig-3 above). (11) Tap on App Info on setting panel to see the Application Information i.e. revision history of the SMGConnect App. 8 P a g e

9 Note: 1. An input box will be appeared whenever your windows password will be changed and after input correct windows password, you will be able to login in SMGConnect. 2. When user input incorrect PIN then following messages will appear: a- Authentication failed. Please re-input PIN.(First Attempt) b- Authentication failed. One more wrong PIN input will unregister this device. (Second Attempt) c- Wrong PIN! This device is unregistered. Please reregister yourself with change user action. (Third Attempt) d- Please register yourself with change user action. (Fourth Attempt) 9 P a g e

10 Fig P a g e

11 6. Steps to Change Pin To change the Pin, tap on Change Pin (Refer Fig-6).This will open below screen, enter your updated Pin and tap on Change Pin. (Refer to Fig-6) (1) Network Domain Name will be displayed automatically. (2) Windows User Name will be displayed automatically. (3) Input Windows Password. (4) Input Pin - minimum of 4 digits and maximum 8 digits are allowed. (5) Re-input Pin to confirm. (6) Tap on Change Pin button to save new pin. Pin will be changed for all registered devices. (7) Tap on Clear button to clear above input items. Fig P a g e

12 7. Configure App For the users who are using SMGConnect first time, My Apps screen will appear with one icon: Configure App(s) For other users My Apps will appear with registered apps. (Refer to Fig 7) Fig- 7 If you need to register an app, tap on Configure App(s) icon on My Apps page and follows below steps. (Refer Fig- 8) (1) Not Registered button shows the services which are not registered. Registered button shows the services which are registered. (2) All services display here. Tap on any icon to Register App / Unregister App app. If you are a valid user of the app, then only you will be able to register for it. E.g. if you want to register STARS then you should be a valid user of STARS app. Fig- 8 To register an app, tap on the app when Not Registered apps are displayed. To unregister an app, tap on the app when Registered apps are displayed. 12 P a g e

13 8. My Apps For the users who are using SMGConnect first time, My Apps screen will appear with one icon: Configure App(s). For other users My Apps will appear with registered apps (Refer to Fig 9). Fig 9 (1) Tap on Setting icon button to open/close setting panel. (2) This bar shows user name and last login details of that user. (3) Application name with icon. To check information about a particular app, user needs to tap on app icon. (4) Tap on Configure App(s) icon to register or unregister apps. If you are a valid user of the app, then only you will be able to register for it. E.g. if you want to register STARS then you should be a valid user of STARS app. (5) Tap on User Profile icon to update the user profile. Fig P a g e

14 To change setting, click on setting icon on top bar to open/close setting panel. (Refer to Fig 11) Fig 11 (1) Tap on Setting icon button to open/close setting panel. (2) Tap on User Profile to update user details. (3) Tap on Notification Settings change the notification setting. (4) Tap on Configure App(s) icon to register or unregister apps. If you are a valid user of the app, then only you will be able to register for it. E.g. if you want to register STARS then you should be a valid user of STARS app. (5) Tap on Rate App on setting panel to open Rate App page. Fig- 12 (6) Tap on Log Out on setting panel to move to login page. 14 P a g e

15 Now click on, User Profile to update the user profile. (Refer to Fig 13) Fig 13 On clicking, User Profile, User Profile screen will appear. (Refer to Fig 14) User can edit the setting and press save to update. Fig P a g e

16 To change notification, click on Notification Setting. (Refer to Fig 15) Fig 15 On clicking, Notification Setting, notification setting screen will appear. (Refer to Fig 16) (1) Tap on Daily to change daily notification. (2) Tap on Weekly to change weekly notification. (3) Tap on Never to never receive notification (4) Tap on Save to save the changes. 16 P a g e

17 Fig P a g e

18 9. STARS 9.1 Pending Request List Tapping on STARS app icon displays Pending Request(s) List for STARS. (Refer Fig- 17) (1) Check box to check / uncheck all pending request(s). (2) This bar shows pending request(s) count and last data retrieval time. (3) Each block denotes one pending request. Left side strip denotes domestic / international travel request. Note: Use single tap on checkbox to select / unselect request and tap on to open detail page. (4) Action bar contains action buttons. Approve To approve selected request(s). Reject To reject selected request(s). Return To return selected request(s). More - To show Logout, Search and Close button. Logout To logout from app and go back to Login page. Search - To Search last approved requests. Go to Search page. Close To close popup menu of (More). (5) Pull down the list of request to refresh page. 18 P a g e

19 When you tap on button then Logout, Search and Close button will appear as shown in left side image. 9.2 Request Details Fig- 17 (1) Name of the Site (2) Total travel days (3) Name of person made request (In case of Group Request no individual name will appear) (4) Destination (Start End) with departure date and Which indicating intermediate journey (i.e. Itinerary). (5) Return (Start End) with return date (6) Reason of travel (7) Requested amount for travel Fig- 18 (1) Request ID has four parts. Blank or GR Group Request / Company Name / Dom Domestic or INT International / Running number (2) Name of person made request (In case of Group Travel no individual name will appear. Tapping on Show List will display Item 13.) 19 P a g e

20 (3) Itinerary i.e. Intermediate journey with departure date (4) Total travel days (5) Currency & amount requested for travel and tap on to display the Foreign Exchange Details screen (6) Bill to whom (7) Reason of travel (8) Approver chain with current approver in Red color. (9) List of attached document(s). Attachments (0) means there is no file attached with the request. (10) Comments of last approver(s) (11) List of travelers in case of group request. 9.3 Foreign Exchange Details (1) Request ID has four parts. Blank or GR Group Request / Company Name / Dom Domestic or INT International / Running number (2) Total Amount for Travel Allowance is shown in multiple currencies. (3) Total Amount for Daily Charges is shown in multiple currencies. (4) Contingency Amount is shown in multiple currencies. (5) Any Other Expenditure is shown in multiple currencies. (6) Currency Breakup Amount is shown in multiple currencies. Fig P a g e

21 10. RAS 10.1 Pending Request List Tapping on RAS app icon displays Pending Request(s) List for RAS. (Refer Fig- 20) (1) Check box to check / uncheck all pending request(s). (2) This bar shows pending request(s) count and last data retrieval time. (3) Each block denotes one pending request. The left side strip denotes Capex, Overbudgeted/Un-budgeted, Revex, Customer Funded, Tooling Capex (Customer recovery above 110%) and Tooling Capex (Customer recovery up to 110%) Note: Use single tap on checkbox to select / unselect request and tap on to open detail page. (4) Action bar contains action buttons. Approve To approve selected request(s). Reject To reject selected request(s). Return To return selected request(s). - To show Logout, Search and Close button. Logout To logout from app and go back to Login page. Search - To Search last approved requests. Go to Search page. Close To close popup menu of ( ). (5) Pull down to refresh the page. 21 P a g e

22 When you tap on button then Logout, Search and Close button will appear as shown in left side image. (1) Name of the company (2) Name of person made request (3) Type of the request (4) Title of request (5) Requisition Number of the request (6) Date on which request is made (7) Currency & amount for the request 10.2 Request Details Fig- 20 Fig- 21 (1) Requisition Number of the request (2) Name of the company (3) Name of person made request (with Date of request creation) (4) Type of the request Sub Category of the request (5) Project 22 P a g e

23 (6) Supplier (7) Title (8) Justification (9) Currency & Original amount (10) Currency & Negotiated amount (11) No. of Items and tap on to display the Item Details (12) Comments of last approver (13) Approver chain with current approver in Red color. (14) Comments by other approvers (15) List of attached document(s). Attachments (0) means there is no file attached with the request Item Details Fig- 22 (1) Item Description (2) Quantity (3) Item Value (4) Budget (5) Budget Spend (Spend Percentage) (6) Variance Note: Left side strip denotes Over Budgeted/Unbudgeted and Budgeted 23 P a g e

24 11. EASY 11.1 Pending Request List Tapping on EASY app icon displays Pending Request(s) List for EASY. (Refer Fig- 23) (1) Check box to check / uncheck all pending request(s). (2) This bar shows pending request(s) count and last data retrieval time. (3) Each block denotes one pending request. Note: Use single tap on checkbox to select / unselect request and tap on page. to open detail (4) Action bar contains action buttons. Approve To approve selected request(s). Reject To reject selected request(s). Return To return selected request(s). - To show Logout, Search and Close button. Logout To logout from app and go back to Login page. Search - To Search last approved requests. Go to Search page. Close To close popup menu of ( ). (5) Pull down to refresh the page. When you tap on button then Logout, Search and Close button will appear as shown in left side image. 24 P a g e

25 (1) Name of the company (2) Name of person made request (3) Type of the request (4) Description of request (5) Requisition Number of the request (6) Date on which request is made (7) Currency & amount for the request 11.2 Request Details Fig- 23 Fig- 24 (1) Requisition Number of the request (2) Name of the company (3) Name of person made request (with Date of request creation) (4) Type of the request (5) Segment Owner (6) Cost Center (7) Requested Value (8) Last Approved Value (9) Justification (10) Description (11) Approver chain with current approver in Red color. (12) Comments of last approver. (13) List of attached document(s). Attachments (0) means there is no file attached with the request. 25 P a g e

26 12. GRSS-SMR 12.1 Pending Request List Tapping on GRSS-SMR app icon displays Pending Request(s) List for GRSS. (Refer Fig- 25) (1) Check box to check / uncheck all pending request(s). (2) This bar shows pending request(s) count and last data retrieval time. (3) Each block denotes one pending request. Note: Use single tap on checkbox to select / unselect request and tap on to open detail page. (4) Action bar contains action buttons. Approve To approve selected request(s). Reject To reject selected request(s). Return To return selected request(s). - To show Logout, Search and Close button. Logout To logout from app and go back to Login page. Search - To Search last approved requests. Go to Search page. Close To close popup menu of ( ). (5) Pull down to refresh page. When you tap on button then Logout, Search and Close button will appear as shown in left side image. 26 P a g e

27 (1) Name of the company (2) Name of person made request (3) Type of the request (4) Description of request (5) Requisition Number of the request (6) Date on which request is made 12.2 Request Details Fig- 25 Fig- 26 (1) Requisition Number of the request (2) Name of the company (3) Name of person made request (with Date of request creation) (4) Type of the request (5) Justification (6) Description (7) Remarks (8) Approver chain with current approver in Red color. (9) Comments of last approver. (10) List of attached document(s). Attachments (0) means there is no file attached with the request. 27 P a g e

28 13. RMS 13.1 Pending Request List Tapping on RMS app icon displays Pending Request(s) List for RMS. (Refer Fig- 27) (1) Check box to check / uncheck all pending request(s). (2) This bar shows pending request(s) count and last data retrieval time. (3) Each block denotes one pending request. Note: Use single tap on checkbox to select / unselect request and tap on to open detail page. (4) Action bar contains action buttons. Approve To approve selected request(s). Reject To reject selected request(s). Return To return selected request(s). - To show Logout, Search and Close button. Logout To logout from app and go back to Login page. Search - To Search last approved requests. Go to Search page. Close To close popup menu of ( ). (5) Pull down to refresh page. 28 P a g e

29 When you tap on button then Logout, Search and Close button will appear as shown in left side image Request Details Fig- 27 (1) Name of the company (2) Name of person made request (3) Type of the request (4) Description of request (5) Requisition Number of the request (6) Date on which request is made Note: When tapping on request and Number of Attachments > 0 then First attachment will be downloaded and displayed. Fig- 28 (1) Requisition Number of the request (2) Name of the company (3) Name of person made request (with Date of request creation) (4) Type of the request 29 P a g e

30 (5) Justification (6) Description (7) Remarks (8) Approver chain with current approver in Red color. (9) Comments of last approver. (10) List of attached document(s). Attachments (0) means there is no file attached with the request. 30 P a g e

31 14. SMG-DOCS 14.1 Available SMG Documents List Tapping on SMG-DOCS app icon displays SMG documents List. (Refer Fig- 29) Online Mode (1) Tap on < icon to go to My Apps page. (2) This displays available directory (i.e. Folder) on SMGConnect Server and when tap on this directory it displays contents inside this directory. (3) This displays available file on SMGConnect Server. (4) Tap on Prev Dir button to display previous directory. (5) Tap on Logout button to go to Login page. (6) Pull down list of files to refresh the page. When you tap on files then option pop up will be opened where file will be downloaded and displayed when tap on Open button and file will be downloaded only when tap on Download button. 31 P a g e

32 Offline Mode When tap on Offline button on login page, My Apps page will be opened in Offline Mode. (1) Tap on < icon to go to My Apps page (offline). (2) Tap on any files to open and swipe left to delete files. (3) Tap on Prev Dir button to display previous directory. (4) Tap on Login button to go to Login Page. Fig P a g e

33 15. EASY-HU 15.1 Pending Request List Tapping on EASY-HU app icon displays Pending Request(s) List for EASY-HU. (Refer to Fig 30) (1) Check box to check / uncheck all pending request(s). (2) This bar shows pending request(s) count and last data retrieval time. (3) Each block denotes one pending request. Note: Use single tap on checkbox to select / unselect request and tap on detail page. to open (4) Action bar contains action buttons. Approve To approve selected request(s). Reject To reject selected request(s). Return To return selected request(s). - To show Logout, Search and Close button. Logout To logout from app and go back to Login page. Search - To Search last approved requests. Go to Search page. Close To close popup menu of ( ). (5) Pull down to refresh the page. When you tap on button then Logout, Search and Close button will appear as shown in left side image. 33 P a g e

34 (1) Name of the company (2) Name of person made request (3) Type of the request (4) Description of request (5) Requisition Number of the request (6) Date on which request is made (7) Currency & amount for the request 15.2 Request Details Fig- 30 Fig- 31 (1) Requisition Number of the request (2) Name of the company (3) Name of person made request (with Date of request creation) (4) Type of the request (5) Segment Owner (6) Cost Center (7) Requested Value (8) Last Approved Value (9) Justification (10) Description (11) Approver chain with current approver in Red color. (12) Comments of last approver. (13) List of attached document(s). Attachments (0) means there is no file attached with the request. 34 P a g e

35 16. BPO 16.1 Pending Request List Tapping on BPO app icon displays Pending Request(s) List for BPO. (Refer to Fig 32) (1) The bar with heading Pending, shows pending request(s) count and last data retrieval time. (2) Each block denotes one pending request. Note: Use single tap on checkbox to select / unselect request and tap on to open detail page. (3) Action bar at the bottom contains action buttons. Approve To approve selected request(s). Reject To reject selected request(s). Return To return selected request(s). - To show Logout, Search and Close button. Logout To logout from app and go back to Login page. Search - To Search last approved requests. Go to Search page. Close To close popup menu of ( ). When you tap on button then Logout, Search and Close button will appear as shown in left side image. 35 P a g e

36 Fig- 32 (1) File Name (2) No. of Attachments (3) Date of request creation (4) Party (vendor/supplier) name with Party(vendor/supplier)code. (5) Doc. Date (6) Amount 16.2 Request Details Fig- 33 (1) File name (2) Name of the company and Business unit (3) Name of person made request (4) Date of request creation (5) Document Type (6) Name of vendor or supplier (7) Document date (8) Date when invoice received for process (9) Amount 36 P a g e

37 (10) Remarks made by originator (11) Name of next approver if any (12) Comments of last approver. (13) List of attached document(s). Attachments (0) means there is no file attached with the request. 37 P a g e

38 17. Search Page To search last processed requests on Pending Request List page. Tap on Search in menu of on Pending Request List page. (1) Enter No. of last processed Requests to search. (2) Select status of processed requests. By default All will be displayed which shows all processed request of approved and rejected both. (3) Enter Requisition No. to search If No. of requests is not entered. (4) Tap on Search to display the search data. Note: After tap on Search button, last processed request will be appeared on next page where Green Background Color used for Approved and Light Red Background Color used for Rejected request. Fig P a g e

39 18. Viewing Attachments To view the attachments scroll down on Request Details page. Attachment file name(s) along with size are displayed as hyperlink. Tap on any attachment file name to download the file. (Refer below figure) (1) Tap on the filename to download and view the file. However you must have appropriate plugin / suite to view file on your phone. Fig P a g e

40 19. Take Action on Request (Approve, Return or Reject) There are two options to take action on any pending request. Option 1: If you are on Pending Request List page. In order to approve, return or reject a request you need to select it by checking the checkbox against it. You can select multiple request to perform single action. You can select all request by checking the checkbox given on black bar. Option 2: If you are on Request Details page then tap on related action button to approve, return or reject the request. Action Process: After taping on action button Action Page will appear with title same as action taken. You can update your comment and submit to process the request. (Refer below figure) For STARS, RAS, GRSS, GRSS-SMP & RMS Title of page will change as per action chosen. (1) Tap on Back button to close this page and go back to previous page. (2) Count of request selected for the action. (3) Comment of approver which can be edited. (4) Tap on Approve button to complete the process. 40 P a g e

41 For EASY (5) If requisition is value based, and action is taken for approving, it prompts for if there are any changes to be made in requested value. It will only appear for EASY. Fig- 36 After Action Process: After taking any action corresponding request will be displayed with different icon and shifted to the bottom of the list. (Refer below figure) For Approved Requests: Green Background Color For Rejected Requests: Light Red Background Color For Returned Requests: Yellow Background Color For Already Processed Requests: Gray Background Color Fig P a g e

42 20. Session Timeout Application establishes connection with server when you login to SMGConnect. If there is no activity for a certain time then server will terminate the session. If session expires then application will show related message and ask you to login again. Please login again in SMGConnect to start access. 21. Generic Troubleshooting Server/Network not responding on startup On application startup, in case server is unable to respond due to any reason, then such type of error will be displayed for the user to change either the server settings (connection url) or just logout for a later re-login. Server/Network not responding on an application query In case server is unable to respond due to any reason, then such type of error will be displayed for the user either to the request again (ok) or just logout for a later re-login. Orientation SMG Connect application will realign itself on Vertical/horizontal change of device orientation. 22. Note: Maximum 4 devices can be registered by one user. If any other user want to use your device, then Change User option need to be used. 42 P a g e