Main Page

Welcome to the system manual

The manual is a full guide to get the best out of your system and it's Modules. In this manual you will find help topics on each page of the system and a range of 'How to Guides'.

In addition to our online manual, we have numerous webinars available in the Help Centre.

The main menu on the left will take you around the manual to access all topics.

Browser

A browser is an application on a computer or device that is used to access the internet. The system is can be used on a wide range of modern browser including, Internet Explorer 11, MS Edge, up to date version of Mozilla Firefox, up to date version of Chrome and Safari. It is important that the browser is kept up to date with software updates from the manufacturer.

It is very important that you DO NOT try to log into two system on the same browser. If you work on different systems, maybe your live and training, then you will need to use to separate browsers, one for each system.

Screen Layout

The system is split up into various sections.

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Section 1

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This section displays your organisation's name and logo. To update these detail see Organisation Details.

Section 2

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In this section you will find;

Username - Click on your user name to change your settings and password.
Branch (Requires Branch Module) - Displays the name of the current branch you are logged in to. To change branch click on the current branch displayed and select the branch you wish to change to.
Inactivity Timer - This clock counts down showing how long the current session has left before you are logged out. The timer will reset when the page changes, normally by navigating to a new page or saving information on that page. Please note that 'pop up' boxes and screens will not refresh the timer. You can click on the timer to manually reset the clock. If you use multiple tabs each tab will have it's own count down timer, it's important to make sure a tab does not time out. Administrator can reduce the inactivity timer in Operational Rules.

Section 3

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This section is the main navigation menu of the system and includes:

Log out button - Clicking on the logout page will give you a prompt to log out.
System Menus - The system menus will show you the available parts of the system that you can use. These menus are controlled by Group Access, security groups that define what you can do on the system. These groups are controlled by your system administrators.
Menu Search tool - The search tool will search all of the menus to find the keyword entered. This is a quick way of navigating around the system.
Admin Menu (System cog) - The Admin Menu contains the set up pages of the system. Most items in the Setup Menu are only accessible by administrators.

Section 4 - The Sidebar Menu

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The sidebar menu displays;

Home Page button - To change your home page click on your name in section 2.
View Dashboard - Real time dashboard powered by the Analytics Report
Alerts (Requires Roster Module with Alerts) - Flashes if alerts are detected, clicking the bell allows you to access the alerts centre.
Comms Centre - Displays a phone that flashes when text messages have been received (requires a TextAnywhere account).
The Manual - Takes you to the manual.
The Help Centre - Tools and Webinars
Page Info - A useful tool for administrators displaying access checks. This item will also display Access Keys.

Section 5

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This section displays the content of the page that you are on. At the top of the section will be the page header, so you know where you are and the remain space will be the content of the page.

Main Menu