Home screen — your overview#

Menu path: App: Home · Desktop: Overview

The home screen is your starting point. It gives a quick overview of what matters right now, so you know what’s urgent before you head out.

As a field user you work mostly in the app. This page describes the app first, and mentions the desktop version where it differs.

In the app#

The app home screen with shortcuts and counters
The app home screen with shortcuts and counters

You see:

  • The department you’re in — and can switch if you have access to more than one
  • Last opened — a shortcut straight back to the work order you were on
  • Notifications with an unread count
  • Counters: work orders for the next 7 days, overdue items, and cases
  • Shortcuts to Work orders, Cases, Maintenance plans, Measuring points, Objects, Locations, Time registration, Documents and Inventory

At the bottom sits a fixed menu: Home · Work orders · Objects · Cases · +

“Last opened” is the fastest route back to the job you’re on. If you’re interrupted mid-checklist, you don’t have to search for it again.

Creating something quickly#

The + button lets you create directly:

  • A new work order
  • A new case or deviation
  • Time registration

That saves navigating through menus when you just need to record one thing.

On desktop#

On a computer the home screen is called Overview. It shows the same content in a different layout:

The Overview page in the desktop version
The Overview page in the desktop version
  • My open work orders — overdue and the next 7 days
  • My open cases
  • Activity in the last 24 hours
  • A chart of overdue work orders and what’s in progress

How to use it in practice#

Three questions, in this order:

  1. What’s urgent? — look at overdue and imminent deadlines
  2. What’s mine? — see what’s assigned to you
  3. What needs documenting? — see what’s awaiting approval or has been rejected

If a work order has been rejected, someone has sent it back to you. It is automatically set back to In progress, and you get a notification. Open it and look for the comment explaining what’s missing.

Not every organisation uses approvals. If you don’t see these statuses, the feature isn’t switched on for you. See Statuses.