Accessing Klarify on Mobile Devices

import { Tabs, TabItem } from ‘@astrojs/starlight/components’;

Mobile access overview

Klarify is designed to work effectively on mobile devices, allowing you to access process information, collaborate with team members, and stay updated on organizational changes while away from your desk. Mobile access ensures business continuity and enables field workers to reference procedures when they need them most.

Supported devices and browsers

Mobile device compatibility:

iOS devices: iPhone 6 and newer, iPad (all models)
Android devices: Android 7.0 and newer, tablets with 9+ inch screens
Windows tablets: Surface Pro and similar devices with touch capability

Recommended browsers:

Safari (iOS) - Optimized performance and feature support
Chrome (Android/iOS) - Full feature compatibility
Edge (Windows) - Good performance on Windows devices
Firefox (Android) - Alternative with good compatibility

Browser requirements:

JavaScript enabled for interactive features
Cookies enabled for login and preferences
Modern browser (updated within last 2 years)
Minimum 1GB RAM for complex process diagrams

Mobile vs. desktop functionality

Full mobile functionality:

View all published processes and documentation
Search and browse content libraries
Read global task instructions and procedures
Collaborate through comments and discussions
Receive and respond to notifications
Access organizational directory and contacts
Real-time editing: Collaborate on documents in real-time
Version history access: View and compare document versions
Approval workflows: Participate in review and approval processes
Personal workspace management: Organize starred items and drafts

Desktop-optimized features:

Complex BPMN modeling and editing
Advanced administrative functions
Bulk content operations
Detailed analytics and reporting
Multi-window content comparison
Large-scale organizational structure management
Advanced search configuration: Complex filter combinations
Bulk import/export operations: Large-scale data management
Organization setup: Initial configuration and advanced settings

Mobile-enhanced features:

Location-aware content: GPS-based process suggestions for field workers
Camera integration: Quick photo capture for process documentation
Push notifications: Instant alerts for urgent process updates
Offline-first design: Seamless operation during connectivity interruptions
Voice search: Speak search terms instead of typing
Gesture support: Swipe, pinch-to-zoom, and tap interactions
Quick sharing: Native mobile sharing to messaging and email apps
Responsive design: Automatically adapts to any screen size

Getting started on mobile

Accessing Klarify on mobile:

Open your mobile browser and navigate to your organization’s Klarify URL
Tap the address bar and enter your organization’s subdomain (e.g., yourcompany.klarify.me)
Bookmark the page for quick future access
Log in with your credentials - same username and password as desktop

Login optimization:

Save credentials: Use your browser’s password manager for quick login
Stay logged in: Enable “Remember me” for trusted devices
Two-factor authentication: Set up if required by your organization
Biometric login: Use Touch ID or Face ID when available

First-time mobile setup:

Accept notifications: Allow browser notifications for important updates
Configure offline access: Download frequently accessed content
Customize home screen: Organize content shortcuts for quick access
Test core functions: Verify search, navigation, and content access work properly

Mobile navigation structure:

Hamburger menu (☰) provides access to:

Home: Dashboard with recent activity and updates
Documents: Browse processes, tasks, and documentation
Search: Comprehensive content search with filters
Teams: Access team-specific content and collaboration
Settings: Personal preferences and account management

Quick access bar:

Search icon: Instant search from any page
Notifications: Recent updates and alerts
Profile: Quick access to personal settings

Within content areas:

Breadcrumb navigation: Understand your current location
Back button: Return to previous screens
Tab switching: Move between related content sections
Action buttons: Context-appropriate actions (Share, Edit, Comment)

Content-specific navigation:

Process diagrams: Pan and zoom with touch gestures
Document reading: Scroll vertically, tap links for navigation
Search results: Infinite scroll with filtering options

Mobile collaboration features:

Comments: Tap to add, reply, or resolve discussions
Sharing: Quick sharing via email, messaging, or social apps
Notifications: Real-time alerts for mentions and updates
Activity feeds: See team activity and recent changes

Touch gestures and controls

Essential touch gestures:

Tap: Select items, open content, activate buttons
Double-tap: Zoom into specific areas of process diagrams
Pinch-to-zoom: Zoom in and out of complex diagrams
Swipe: Navigate between sections or dismiss notifications
Long press: Access context menus and additional options

Process diagram interactions:

Pan: Drag with one finger to move around large diagrams
Zoom: Use two-finger pinch to zoom in on specific process areas
Element selection: Tap individual process elements for details
Fullscreen viewing: Rotate device to landscape for better diagram viewing

Text and form interactions:

Text selection: Tap and hold to select text for copying
Form filling: Tap fields to open keyboard, use auto-complete when available
Dropdown selection: Tap to open, scroll to find options
Button activation: Ensure clear tap targets for reliable interaction

Mobile-optimized workflows

Field Worker Support

Specialized features for employees working outside the office:

Location-Based Features:

GPS-triggered process suggestions: Automatically suggest relevant processes based on your location
Site-specific procedures: Access processes tagged for specific work locations
Check-in workflows: Simple location verification for compliance processes
Emergency procedures: Quick access to safety and emergency protocols

Field Documentation:

Photo capture integration: Take photos directly within process steps
Voice note recording: Add audio annotations when typing is difficult
Barcode/QR scanning: Quick access to equipment-specific procedures
Offline forms: Complete inspection checklists and reports without connectivity

Real-Time Collaboration on Mobile

Stay connected with your team while mobile:

Live Collaboration Features:

Real-time cursors: See where colleagues are working in documents
Instant messaging: Quick communication within document context
Live editing sessions: Participate in collaborative editing from mobile
Push notifications: Immediate alerts for @mentions and urgent updates

Meeting Support:

Screen sharing from mobile: Share your mobile view during video calls
Live note-taking: Collaboratively document meeting outcomes
Action item assignment: Create and assign tasks during mobile meetings
Decision recording: Capture key decisions with time stamps and participants

Adaptive User Interface

Interface that responds to your context and usage patterns:

Smart Layout Adaptation:

One-handed mode: UI adjusts for single-hand operation
Landscape optimization: Better use of screen real estate in landscape mode
Dynamic font sizing: Automatically adjusts based on content type and reading distance
Context-aware menus: Most relevant options surface based on current activity

Personalized Experience:

Usage pattern learning: Interface adapts based on your most common actions
Role-specific shortcuts: Quick access customized for your job function
Time-based suggestions: Different content prioritized based on time of day
Device-specific optimization: Performance tuning based on your device capabilities

Mobile-optimized features

Process viewing on small screens

Adaptive diagram display:

Automatic scaling: Diagrams adjust to screen size automatically
Detail levels: Simplified view for overview, detailed view on zoom
Element highlighting: Clear visual indication of selected elements
Readable text: Font sizes automatically adjusted for mobile viewing

Navigation within large processes:

Minimap: Small overview showing your location in large diagrams
Element list: Text-based list of all process elements for quick navigation
Search within process: Find specific activities or events by name
Bookmarked views: Save specific zoom levels and positions for quick return

Process information display:

Collapsible sections: Tap to expand detailed information
Tabbed organization: Separate tabs for overview, details, and comments
Quick actions: One-tap access to common actions (Share, Comment, Save)

Mobile search functionality

Enhanced mobile search:

Voice search: Speak your search terms instead of typing
Predictive text: Suggestions appear as you type
Recent searches: Quick access to recently used search terms
Visual filters: Touch-friendly filter options for refining results

Search result optimization:

Condensed previews: Key information visible without opening full content
Quick actions: Direct access to common actions from search results
Load more results: Infinite scroll for browsing large result sets
Offline search: Previously cached content remains searchable

Search strategies for mobile:

Use shorter terms: Easier to type and often more effective on mobile
Leverage voice search: Faster than typing for complex terms
Use filters early: Narrow results before scrolling through options
Save frequent searches: Quick access to commonly needed information

Quick actions and shortcuts

Home screen shortcuts:

Bookmark important processes: Quick access to frequently referenced content
Recent activity: Easy access to content you’ve recently viewed or modified
Team updates: See what your team members are working on
Notifications summary: Quick overview of alerts and updates

Content shortcuts:

Share buttons: Instant sharing via email, messaging, or collaboration tools
Add to favorites: Save important content for quick future access
Download for offline: Save critical processes for offline reference
Comment quickly: Fast commenting without opening full editor

Productivity shortcuts:

Quick search: Global search accessible from any screen
Voice commands: Use voice to navigate and search when available
Gesture navigation: Swipe patterns for common actions
One-tap actions: Simplified interfaces for mobile-appropriate tasks

Offline capabilities

What works offline

Content available offline:

Previously viewed processes: Cached automatically after viewing
Downloaded documents: Content specifically saved for offline access
Recent search results: Previously loaded search results remain accessible
Personal notes and comments: Draft comments saved locally until connection restored
Starred and favorite content: Priority content automatically cached
Team directories: Contact information for offline reference
Process templates: Commonly used templates cached for quick access

Enhanced offline functionality:

Read access: View all cached content with full formatting
Note-taking: Create detailed personal notes with rich text
Bookmark management: Organize and categorize saved content
Basic search: Search within cached content using keywords
Annotation support: Add personal annotations that sync when reconnected
Draft creation: Start new documents offline for later upload
Offline forms: Complete process-related forms without connection

Intelligent caching features:

Priority-based caching: Important content cached first
Usage pattern learning: AI identifies content you’re likely to need offline
Team collaboration cache: Content your team frequently shares
Project-based caching: All content related to active projects
Scheduled downloads: Automatic overnight caching of updated content
Storage optimization: Smart cache management based on device capacity

Syncing when reconnected

Automatic synchronization:

Draft content: Comments and notes created offline are uploaded
Activity tracking: Usage and access patterns synchronized
Preference updates: Setting changes made offline are applied
Notification updates: New alerts and updates are delivered

Sync status indicators:

Connection status: Clear indication of online/offline state
Sync progress: Visual feedback during synchronization
Conflict resolution: Handling of conflicts when offline changes conflict with server updates
Data usage: Information about data consumed during sync

Offline limitations

Features requiring internet connection:

Content creation: New process modeling requires online access
Real-time collaboration: Comments and discussions need live connection
Administrative functions: User management and settings require server access
Fresh content: New publications and updates need internet access

Data freshness considerations:

Cache expiration: Offline content may become outdated
Version conflicts: Offline content might not reflect latest versions
Limited scope: Only previously accessed content available offline
Storage limits: Device storage constrains amount of offline content

Mobile best practices

Optimizing content for mobile

Content creation guidelines:

Concise language: Mobile users prefer brief, clear instructions
Logical hierarchy: Use headings and sections for easy scanning
Visual elements: Include diagrams and images to break up text
Actionable steps: Clear, specific steps that are easy to follow on mobile

Process design for mobile access:

Simplified diagrams: Avoid overly complex process models when possible
Clear labels: Use descriptive names that are readable on small screens
Logical grouping: Organize related activities together visually
Mobile testing: Review content on mobile devices before publishing

Battery and data considerations

Battery optimization:

Reduce screen brightness: Lower brightness when reading content for extended periods
Close unused tabs: Multiple browser tabs consume battery
Use WiFi when available: More efficient than cellular data
Enable power saving mode: Use device power management features

Data usage management:

Download on WiFi: Save large content for offline use when on WiFi
Monitor data usage: Track Klarify’s contribution to your data plan
Optimize image loading: Adjust settings to reduce data consumption
Cache management: Regularly clear cache to free storage space

Security on mobile devices

Mobile security best practices:

Lock screen security: Use PIN, password, or biometric locking
App permissions: Review and limit browser permissions appropriately
Public WiFi caution: Avoid accessing sensitive content on unsecured networks
Logout when done: Log out of Klarify when finished, especially on shared devices

Data protection:

Browser privacy: Use private browsing for sensitive content when appropriate
Clear browsing data: Regularly clear cache and cookies on shared devices
Backup considerations: Understand what data is stored locally on device
Lost device procedures: Know how to report lost devices to IT administrators

Troubleshooting mobile issues

Common mobile problems and solutions:

Performance issues:

Slow loading: Clear browser cache, restart browser, check internet connection
Unresponsive interface: Force-close browser and restart, ensure adequate free memory
Battery drain: Close unnecessary apps, reduce screen brightness, check for background processes

Display problems:

Text too small: Use browser zoom features, adjust device text size settings
Layout issues: Try rotating device, refresh page, update browser
Touch responsiveness: Clean screen, remove screen protectors temporarily, restart device

Connection problems:

Login failures: Verify credentials, check internet connection, clear browser cookies
Sync issues: Wait for stable connection, manually refresh content, check account status
Offline access: Verify content was downloaded, check storage space, restart app

Feature limitations:

Missing functionality: Verify browser compatibility, update to latest browser version
File download issues: Check storage permissions, try different browser, clear downloads folder
Notification problems: Verify browser notification permissions, check notification settings

Ready to learn more about finding information efficiently? Check out our Search and Discovery Guide for tips on finding content quickly, or explore AI-powered assistance features that can help streamline your mobile workflows.