Navigation Tips

Navigation Tips

Start with the Dashboard
Review current operational status before beginning work

Use Filters
Apply filters to quickly locate:

• Tasks
• Actions
• Issues
• Reports

Follow the Workflow
Move naturally through:
Dashboard → Tasks → Findings → Actions/Issues → Analytics


Learn Module Locations
Familiarity with menu locations significantly improves efficiency.


Use Mobile for Execution
Complete field activities on mobile devices and perform administrative work on the web platform.

Best Practices

• Begin each day from the Dashboard.
• Monitor Tasks regularly.
• Review outstanding Actions and Issues.
• Use filters instead of manual searching.
• Follow established workflows.
• Keep submissions current and accurate.
• Review Analytics frequently to identify trends.

Common Mistakes to Avoid


Skipping the Dashboard
Users may miss critical updates and overdue activities.
Confusing Tasks, Actions, and Issues
Remember:

• Tasks = Work being performed
• Actions = Corrective activities
• Issues = Problems requiring attention

Ignoring Filters
Large datasets become difficult to manage without filtering tools.
Performing Administrative Setup on Mobile
Configuration activities are best completed through the web platform.
Jumping Between Modules Randomly
Following the standard workflow improves efficiency and data consistency.

Quick Navigation Reference

If You Want To                                  Go To
View operational status                     Dashboard
Configure the system                        Setup
Create inspection templates               Checklist
Perform inspections or audits             Tasks
Manage corrective actions                  Action Plan
Track operational problems                 Issues
Review performance trends                Analytics
Manage billing                                   Payments
Update preferences                            Settings