Using Archer IRM Mobile app
The Archer Mobile app enables you to complete Archer tasks from your mobile device.
On this page
Log in
The Archer IRM Mobile app supports ADFS, and SAML 2.0 based SSO and manual login.
To log in to the Archer IRM Mobile app, you need your Archer instance information (URL, instance, and possibly domain). Once the instance information is validated, you can log in either manually or via SSO. If you are an SSO user, you may have to select an identity provider to log in.
You can only have 1 active connection to Archer at a time. If you are already logged in to the web application, logging in to the mobile app ends your previous session.
If your administrator has defined a range of IP addresses that have access to Archer (trusted IP addresses), the Archer IRM Mobile API ensures that untrusted incoming IPs do not have access to Archer. Your devices should be on a network that has a range of IP addresses that can be trusted. Contact your network administrator for further assistance.
Task 1: Enter Instance Details
You must enter your instance details when you sign in for the first time or if you selected to clear the instance information previously while logging out.
Do 1 of the following:
- Scan a QR code to connect
On the login page, tap Scan QR Code.
Note: You must allow the app access to the camera on your mobile device to scan the code.
- In Archer, from the menu, click the User menu and select User Profile.
Use your mobile device to scan the QR code.
Your instance, domain, and URL are automatically populated.
- Tap Validate.
- Enter the details manually
- On the login page, tap Enter Details Manually.
Enter all required credentials.
The instance and URL are required. The domain may be required depending on your organization.
- Tap Validate.
Task 2: Log in to the Mobile app
Once your instance information is validated, you are directed to log in either manually or via SSO.
Log in Manually
- Enter your username and password.
- Tap Login.
Log in with SSO
Note: Steps 1 - 3 are skipped when there is only 1 identity provider enabled for mobile.
- On the login page, choose your login type from the list.
-
(Optional) Select Remember my selection checkbox.
On selecting this option, you are not prompted to choose an identity provider on subsequent logins.
- Tap Next.
- Enter your organizational account information.
- Tap Sign in.
Log Out
- From
, tap Log Out. - (Optional) Select the checkbox to clear the instance name and URL.
- Tap OK.
View Tasks
When you first log in to the app, the Tasks List page is displayed. On this page, you can view all your assigned records from applications that are enabled for mobile use.
The Tasks List page displays the record title, description, and due date for each record.
The tasks are grouped into sections based on the due date:
- Overdue tasks are displayed at the top.
- Tasks that are due today are displayed in the middle.
- Upcoming tasks are displayed at the bottom.
Each section can be collapsed and expanded.
You can refresh the Tasks List by pulling down on the page.
Search Tasks
Click 
on the Tasks List page. A search field displays at the top.
Only the title and descriptions of tasks that are already loaded on your phone are searched.
View Records
From the Tasks List page, tap a record to open the Record page.
Note: If another user is already working in that record, you receive a "record locked" error message. Try the record again later.
On the Record page, only the fields that are defined in the mobile layouts of the application are viewable on your mobile device. Tap Show More to view any truncated fields. Swipe left and right to view more Values List values.
You can modify any editable fields on the Record page.
Complete Advanced Workflow Actions
- At the bottom of the Record page, tap Take Action.
- From the list, tap the action that you want to take, then confirm the action.
A notification displays at the bottom of your screen, and you are returned to the Tasks List page.
