The sidebar
The sidebar is grouped by what you are doing rather than by how the data is stored. From top to bottom it holds three entries that sit above every group, then the groups themselves, then your organisation and your own name at the foot.You only see what your organisation has switched on and what your roles let you open. An entry
appears when both are true: the module is part of your organisation’s plan and is switched on
under Administration → Modules, and one of your roles holds the permission the screen opens
with. A technician’s sidebar is much shorter than an administrator’s — that is
access control working, not a fault. A group with nothing in it for you is not
drawn at all.
Above the groups
The groups
A few entries depend on more than a module and a permission. E-way Bills appears only where your organisation has India GST switched on. Catalogue is offered to anybody who may raise a requisition, and Purchase Orders only where your organisation places orders — one that answers every requisition from its own stores and spare assets does not see it. Getting started is shown only to people who hold the System Administrator role. Bills belongs to the bookings module but has a permission of its own, so somebody who books a machine need not see what it was billed at. BLE tags belongs to indoor location.
Capex under Finance is a heading rather than a screen: click it to fold its entries open or closed. It opens by itself when you are on one of its screens, and otherwise stays as you left it. In the icon rail its entries are drawn as icons of their own, named “Capex – Plan” and so on when you hover.
Reports has a menu of its own too. In the full sidebar a small arrow beside it opens the categories your reports are filed under — Assets, Energy, Inventory, Work and so on — each with a count; choosing one opens the report list narrowed to that category. The categories are read from the reports themselves, so a category somebody types while saving a report appears at once, and one nothing is filed under is not listed. The menu stays open or closed as you left it as you move around the product. See reports.
Supplier accounts — a contractor signed in to the vendor portal — see only the entries that were built for them: Work Orders, Purchase Orders and Messages. See the vendor portal.
Searching the menu
The Search menu box at the top of the sidebar filters the entries as you type, matching the names your organisation actually uses (if your organisation has renamed Work Orders to Jobs, you search for “jobs”). Searching for a heading’s name, such as “capex”, finds every entry beneath it. Groups with no match disappear; if nothing matches you see No matching menu items.Three layouts
The foot of the sidebar
The header
From left to right: the sidebar button, the site switcher, search, Scan, New, the four trays and the theme control.Site switcher
The button reads All sites until you narrow it. Click it and your organisation’s own structure opens as a tree — company, business unit, down to individual sites, each with a count of its sites or assets and a checkbox.
While a selection is active the button reads Showing … with the name of what you picked, and a banner across the top of every screen repeats it with Show all sites to widen back out. Every list, board and dashboard reads the same selection, so picking a region narrows Work Orders, Dispatch, Capacity and Reliability together.
Search and the command palette
Search (or Ctrl+K, ⌘+K on a Mac) opens the command palette over whatever screen you are on. Type at least two characters; a record number finds its record exactly. Results cover work orders, assets, parts, people and every other record you could open, each labelled with its type, number, status and where it is, so two similarly named pumps can be told apart before you click. Use the arrow keys to move and Enter to open; Esc closes it. The palette only ever returns records you are allowed to open.
Scan
Scan opens the scan screen: type or wedge-scan a label’s code, or point a camera at it, and land on the asset, tool, part, site, location, visitor pass or device pass behind it. Forms that ask you to name an asset, a tool, a part or a place also carry a scan button of their own beside the picker — see scanning into a form.New
New creates a record from wherever you are, without first going to its screen. It lists only what your roles may create in modules your organisation has:
The trays
Beside New sits a cluster of buttons that tell you something happened that you did not go looking for. Each carries its own count, and clicking one opens a short preview with a link to the full screen.
Theme
Three buttons at the right of the header: Light, Follow device and Dark. The choice is stored in this browser.Banners that may appear
A few messages appear across the top of every screen when they apply, and never otherwise:
If your organisation asks each person to choose a language, the first time you sign in you are asked Which language do you read? Pick one and Continue, or choose Keep my organisation’s language. You can change it later from your profile.
The administrator who created a workspace through self-service sign-up is also asked, on their first sign-in, where the organisation is based and what it does — see the Welcome questions.
Lists
Every list screen works the same way.Detail screens
A record opens on its own screen with tabs across the top. Tabs carry counts, so you can see there are two blocking requirements without opening the tab. Actions live in a bar at the top. Status changes appear as buttons named for the status they move to, and they come from your organisation’s own state model. If you expected a button and it is not there, your configuration does not allow that move from the record’s current status, or your roles do not allow it — see statuses and transitions. Nearly every create and edit form opens as a pop-up dialog. Wherever a form asks you to pick another kind of record — a category, a site, a vendor — a small + beside the field opens a mini form to create one on the spot; save it and it is selected in the form you were filling in. Where the record is something a label can be stuck on — an asset, a tool, a part or a place — a scan button sits beside the picker too. Some kinds of record — an energy supply point, for example — must say why they changed: editing one asks for a Comment (“What you changed, and why”), and deleting one asks why in the same dialog that confirms it. The comment is kept with the change in the record’s history. A value from one of the product’s own fixed lists — a frequency, an origin, a kind of cover — reads as words in your language, in pickers, in cells, in a record’s facts and in approvals. On a record’s activity and history, a change that came from the field app, an import, an integration, an approved request or the product itself says so in words; a change made in the web app carries no label, because that is the ordinary case.When something goes wrong
When the product cannot do what you asked, it says so in a sentence written for you, followed by a hint saying what to do about it — for example, that a code already exists and must be unique, that a record is still in use elsewhere, that your session has ended and you need to sign in again, that a page took too long, or that the connection dropped or the server is restarting and you should try again in a moment. If the message names a field, that is the field to correct.Getting help
Where your organisation has set one up, a support chat launcher sits in the corner of the app. It knows who you are and which organisation you are in, so whoever answers does not have to ask. It appears only while you are signed in, and signing out clears its conversation from the device — on a shared terminal, the next person cannot read what you wrote. On the sign-in screen, Trouble signing in? leads to your organisation’s help desk where one is configured.Your profile
Your details, language and timezone, how notifications reach you, what you may do, and your
password and two-step sign-in.