Getting Started

Everything in the app is reached from the dark sidebar on the left. It is organized by area of the business:

• Dashboard — quick-action cards for your most common jobs.
• My Workspace — your personal hub: time clock, your area’s machines, your tasks.
• Inventory — products, categories, tool lists, and importing.
• Gauging — calibrated measuring equipment.
• Front Counter / On the Floor / Assets / Quality — the ERP side: sales, production, machines, and non-conformances.
• System — users, reports, company settings, and the Setup & Imports hub.

You only see the sections your user group has permission for, so your sidebar may be shorter than a co-worker’s — that is normal.

The bar across the top has three always-available tools: the shop switcher (if your company runs more than one site), the search box, and the bell showing things that need attention.

The search box at the top of every page finds almost anything: type at least two characters and results appear grouped by what they are — products, orders, customers, machines, gauges, people, pages, and help articles like this one.

• Type a product code, PO or order number, lot/heat number, or just part of a name.
• Type what you want to do (for example calibration or time clock) and matching pages and help articles appear.
• Use the arrow keys and Enter to pick a result without touching the mouse.

You will only see results you have permission to open.

My Workspace is the one page most shop-floor users need day to day. Open it from the sidebar — everyone has access.

• Time clock — punch in and out, start breaks, and see today’s hours. See Punching in and out for details.
• Machines in your area — tap a machine to mark it Running, Idle, or Down, and log what you produced.
• My tasks — recurring and one-off tasks assigned to your location, with a built-in timer.
• Report a problem — raise a quality issue (NCR) or a maintenance request without leaving the page.

Sections you don’t have permission for simply hide themselves, so don’t worry if your Workspace looks simpler than this list.

There are three ways to get help anywhere in the app:

• Click the question mark in the top bar — a panel slides out with articles about the page you are on, plus a search box.
• Click any small help icon () you see next to a field or section — it explains that exact spot.
• Browse this Help Center by category, or type what you’re trying to do into the search box at the top — help articles also appear in the global search.

Articles link to the pages they describe, so you can read a step and then jump straight to the screen with the Open this page button.

The Dashboard is the landing page after you log in. It is a stack of expandable cards, each a shortcut for a common job — adding a user or product, building tool lists, reviewing the special-issue queue, jumping to locations or reports.

Like everything else, cards only appear if your user group has the matching permission. If a card you need is missing, ask whoever manages your user groups — see User groups and permissions.