Finding your way around

Everything is reached from the sidebar on the left. What is in it depends on your clearance and on which modules your organisation has switched on, so your sidebar will be shorter than the full list below — that is normal, not a fault.

The permanent entries

These are there for everybody.

Entry	What it is for
Home	Where you land. Welcomes you by your organisation's name and lays out what the app does, each card linking into this documentation.
Dashboard	Live figures for the items you can see. See The dashboard.
Tracked Groups	Your categories of items, and where new ones are created.
Tracked Items	The items themselves, across groups.
Departments	The lens that groups work by team rather than by category.
Submissions	Form entries — the documents people file.
Reports	The report composer, drafts and categories.
Members	The people on your account, and their clearance.
Contact	Reaching support.
Help	The short in-app orientation.
User Guide	This documentation site. Sits beside Help rather than replacing it — Help is the quick orientation, the guide is the full manual. Absent on a deployment that publishes no docs.

The entries that appear under Tracked Groups

Entry	What it is for
Add Group	Create a new tracker group. See Tracker groups.
Supervise	The command centre — every group's current standing on one wall. See Supervise.
Parked Groups	Groups taken out of circulation. See Parking and hiding a group.

The optional modules

Each of these appears only if it has been switched on for your account. If one is missing and you expected it, see Turning modules on — it is an account setting, not something you can enable yourself.

Module	Sidebar entries
Retail	Till · Receiving · Stock count · Adjust stock · Move stock · Catalogue · Price changes · Stock reports · Setup
Maintenance	Services · Work orders · Downtime · Assets · Availability
Fuel & fleet	Dispense · Tanks · Vehicles · Consumption · Reconciliation
Weighbridge	The bay · Tickets · Exceptions · Bridges & tares
Property	Portfolio · Units · Leases · Arrears
Procurement	Commitment · Orders · Invoices · Payables
Time and attendance	On site · Exceptions · Hours · Workers
Micro-finance	Collections · Portfolio · Borrowers · Loans · Ledger
Mining	Workspace · Surveys · Pickups · Drillholes · Wireframes · Block models · Seams · Mine designs · Plans · Underground · Blasts · Magazines

Mining lists its entries this way in the Modular view. In the Professional view, the default, it is one Mining entry that opens the workspace: see How Mining opens.

The account menu

Reached from your name. It holds My Account, Themes (your Preferences), Restart and Logout, with shortcuts to the Dashboard and Tracked Items. See Account and billing.

Modules is not in it. On an installation your organisation runs itself, Modules is a sidebar entry, shown to the account holder alone — see Turning modules on.

Two things about menu names

A menu entry and the page it opens do not always share a name. The retail sidebar's Receiving opens a page headed Book in a delivery, and Stock reports opens Retail reports. Where this documentation names a screen, it names the sidebar entry, because that is what you are looking for when you are hunting for it.

The maintenance module's reporting screen is called Availability, not Reports. There is already a Reports section in the sidebar — the report composer — and two entries with the same name is a coin toss over which one somebody opens.

Submissions is built from your forms

Unlike the other entries, Submissions is not a fixed list. It is assembled from the form templates your organisation has created, so it grows as people build forms. Entries for a given form live under the department that owns it. See Submitting an entry.

Taking data off a screen

Nearly every screen that shows meaningful data offers the same set of actions in its header: a reading-mode preview, Excel, PDF, print, and share. What you get is what is on screen — filters and date ranges included — so narrow the view first, then export. See Taking data away.