Getting Started

Welcome to Aptli - an application that simplifies tracking and maintenance of real-world assets, enabling teams to collaborate on complex jobs, deploy standards for representing assets, and provide multiple views on progress, relationships, and network health.

First Steps

1. Login Navigate to your Aptli instance and login with your credentials:

Email and password
Or OAuth provider (GitHub, Google)
Two-factor authentication if enabled

2. Start with a health check

Home Dashboard The Dashboard provides live views on fulfillment progress and inventory movements as well as rollups for trends over time.

3. Explore the Interface

Aptli’s interface is organised around four primary domains. Each domain groups together a set of related pages and workflows:

Map – view geographic features, tasks, and assignments
Work Fulfillment – manage tasks, assignments, reports, and validations
Inventory – track stock items, sites, and transactions
Administration – manage users, roles, and application settings

4. Explore Your Role What you see depends on your admin rights and role restrictions:

Field workers see assignments and create reports
Office coordinators manage inventory and work allocation
Admins configure users, roles, and system settings

Key Guides by Role

Field Workers:

Mobile – UI designed for tablets or smartphones to capture task updates in the field
Work Orders – parts of tasks that have been assigned for execution
Reports – documented evidence of work completed

Office Coordinators:

Tasks - Plan work with resource requirements. Assign parts of tasks to Move Inventory and complete work. Monitor progress over time.
Project Management - Group related work orders into campaigns and track aggregate progress
Inventory Management - Monitor inventory balances and allow stock to pass from one site to another

Admins:

Authentication - Manage login methods and security
Authorization - Control user permissions
System Settings - Configure application behavior

Interface Tips

Map View Map interface showing geographic features with filtering and layer controls

Before diving deeper, here are three essential tips for efficient Aptli usage:

Multi-Monitor Setup

Using multiple monitors and tabs is encouraged. For example, keep one tab open on Users and another for Assignments. It's perfectly normal to have two or three monitors active simultaneously.

Benefits:

Reference data while editing (tasks visible while creating assignments)
Compare records side-by-side (before/after changes)
Monitor different datasets simultaneously (map + inventory)

Popout Windows: All floating windows can "pop out" into a different browser window. The popout version is still reactive - this means you can see changes live in your main session even as you update the popout. This enables true multi-monitor workflows with each screen showing live data.