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
- Click the module you want to use from the left nav (e.g. Inspections).
- Click "New" in the top right. The form is what your admin designed in the Composer.
- Fill it in. Required fields are marked with an asterisk; inline errors show as you move between fields.
- Attach photos or files via the paperclip icon. On mobile the camera opens directly.
- 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.