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getting started

End-user quickstart

For the people who will actually fill in forms — inspectors, drivers, technicians, nurses. 5-minute tour.

5 min read · 3 sections

Your home screen

Your home is the Dashboard — KPI cards your admin picked plus a "Tasks assigned to me" list. Everything you need to action is on this one screen.

Creating a record

  1. Click the module you want to use from the left nav (e.g. Inspections).
  2. Click "New" in the top right. The form is what your admin designed in the Composer.
  3. Fill it in. Required fields are marked with an asterisk; inline errors show as you move between fields.
  4. Attach photos or files via the paperclip icon. On mobile the camera opens directly.
  5. Click Submit. Depending on the workflow this moves the record to Draft, Open, or a review state.

Acting on a record

  • Blue "transition" buttons at the top advance the workflow (Submit, Approve, Reject). Only the buttons you are permitted to use appear.
  • The activity feed on the right shows every edit, comment, and transition with the person and timestamp.
  • The attachments tab groups photos and files; click any to view or download.
  • Comments support @-mentions — the mentioned person gets an email and an in-app notification.
Tags: end-user · quickstart · records · submitting