Getting Started

The header

Every page shares one header.

☰ the menu opens every page you can reach. It lists Home and the map first, then the pages your organization's modules add, then Help requests, then Admin for the settings pages your rights allow. More holds the user guide, Start tour, the switch that turns tours on and off, Submit issue and the options for this device. Language and the colour theme sit at the bottom, above your name and Log out.
The page title and ⓘ: the ⓘ opens a panel that explains the page and the words it uses.
Search finds any record, place or page you can see. Ctrl+K (⌘K on a Mac) opens it from anywhere.
The assistant reads what the page in front of you shows. Ask it about those records, or ask it to fill in the form you have open. It appears when your organization has turned it on.
The bell holds your notifications: assignments, replies and alerts. Each one opens the record it is about.

List pages

Most pages are a list of records with the same toolbar.

Cards or Table switches how the list draws. In Table view, the settings button above the row menus picks the columns.
The quick filter, where a page has one, is the page's first cut, such as Yours or All. Filters opens every filter in a panel. Changes take effect when you press Apply, and each applied filter shows as a chip beside the toolbar. A chip's × removes that filter, and Clear all removes every one.
⋯ More holds the page's counts, its windows, import and export.
Selecting: tick rows to act on them together. The bulk button beside ⋯ opens what you can change on all of them at once.
The create button sits at the right of the toolbar. Its face says what a click makes. The arrow beside it, where there is one, offers the other things the page can create.

Record windows

A record opens in a window over the page. Several can be open at once, and each can be moved, resized and maximised.

Records that belong together open in one window: the tree of records on the left and the one you selected on the right. Drag the divider between them to share the width.

Save at the top of the form writes the record on screen. Its menu's Save all writes every change in the window.
A record's own actions, such as Share, sit beside Save. Its ⋯ holds the rest.
A record that needs something before it can save, such as a name, says so on the control you pressed.
A row's ⋯ in the tree adds records under it and holds Remove and Delete.

Close a window with its ×. Leaving a page with changes you have not saved asks whether to stay or leave without saving.

Save, Upload and Submit

Three words, one meaning each.

Save records your edit. On some pages the edit stays on this device until you upload it. The button's tooltip says which.
Upload sends saved work to everyone. Pages that hold edits on the device show how many are waiting, beside the button that sends them.
Submit sends work and asks for it to be approved. It appears where your organization reviews changes before they take effect.

Undo and Redo step back and forward through the changes on a page, one at a time.

When the server cannot be reached, the phone shows a cloud icon in its header, and on a computer the More row in the menu says so. Keep working: your changes stay on the device and upload when the connection returns.

Tours

Every page has a tour that points at its controls. It starts the first time you open the page. More › Start tour plays it again, and the switch beside it turns tours off or back on.