Start at Dashboard
Sign in at the address provided by your organisation. Dashboard brings your personal summary and task views together. The menu shows the pages, modules and reports available to your account.
| View | Scope |
|---|---|
| My Active Tasks | Tasks waiting for your action |
| Tasks I started | Tasks associated with processes you started |
| Tasks I Am Involved In | Records associated with processes you took part in |
| Completed tasks | Completed task records |
These views do not contain the same set of records. Check both the view and its active filters when looking for work. In the Turkish interface, the labels are Aktif Görevlerim, Başlattığım Görevlerim, Dahil Olduğum Görevler and Tamamlanan Görevler.
Work on a task
- Open the relevant record from an accessible task list.
- Check the task title, process information and form.
- Complete required fields and table rows where applicable.
- Use the action configured for that task. Save and an action that advances the process are different operations.
- Confirm the result through the updated task status and process history.
Find process records
Use Search → Process search. Narrow results by process type, start/end date, completion status and initiator. When searching by process identifier or form data, check that active filters are not excluding the record.
Check the title and identifier when opening a result. Search returns records within your access scope.
Modules and reports
Pages and modules depend on your organisation’s configuration. An inventory, equipment or document module being absent is not, by itself, an application error; installation and permissions may need to be checked.
Select an available report under Reports. Review its date/status scope and filters. Before comparing a report total with a task list, confirm that both cover the same records and period.
Profile and notifications
Open Profile settings from the profile menu. Review the fields and notification preferences available to you. Contact your administrator about organisation information. The mobile Profile screen does not offer the same editing form as the web interface.
Moving from web to mobile
The mobile app has five fixed bottom tabs: Dashboard, Tasks, Modules, Reports and Search. Web menu items and task views may be arranged differently on mobile.