Field Homepage Shortcuts

The shortcut options available on the Homepage are explained below.

Shortcut Option	Function
Raise Default Form	Create a new form using a Default Field Form in the selected project. To know more about Default Field Forms, click here.
New Tasks	Number of new tasks assigned to you within the selected project.
Task Due Today	Number of tasks that are due today.
Task Due This Week	Number of tasks due this week.
Overdue Tasks	Number of overdue tasks.
Explore Locations	Explore and switch between all available locations within the selected project. NOTE: After you select a location, this option changes to Go To Previous Location, allowing you to return to your last visited location.
Raise Other Form	Create a new form using this option.

Functions in the Field Homepage

You can personalise your Field Homepage according to your preferences. There are two options available:

Remove a shortcut
Add new shortcuts to the Homepage

Remove a Shortcut

Click Edit (top-right) on the Homepage.

Click the Deleteicon on a shortcut to remove it.

NOTE: Click Done if you do not wish to make any further changes.

Add New Shortcuts to the Homepage

Click Edit (top-right) on the Homepage.
Tap the plus + icon (top-right).
- A new screen will open showing more Shortcut Options.
Tap the plus + icon beside the shortcut you want to add.
Click Confirm to add it to your Homepage.

TIP: After clicking Edit, you can rearrange shortcuts on the screen by dragging and dropping them. To do that, tap and hold a shortcut. Drag it to the new position, and release to place it.

Additional Options

Some shortcuts do not show a plus + icon. These options are explained below.

Option	Description	How to Use
Go To Specific Folder	Add a shortcut to navigate to a specific project folder.	Tap the option. From the available list of folders you can access, within that project, pick the one you want to have a shortcut for on the Homepage. Click Confirm at the bottom to confirm your choice. The shortcut will be added to your Homepage.
Filtered Forms	Add a shortcut to create forms from a chosen set of forms.	Tap Filtered Forms to open the next screen with various form filters. Use filters to choose the required form. Click Confirm at the bottom to confirm your choices. The shortcut will be added.
Go To Specific Location	Add a shortcut to instantly navigate to a specific project location.	Tap the option, and a screen with all available project locations will appear. Select the needed project location from the list of locations you have access to. Click Confirm at the bottom to confirm your choice.

Bottom Bar

The bottom bar contains quick navigation options for frequently accessed areas.

Bottom Bar Options

Option	Function
Locations	Explore and switch between different locations within the chosen project.
Files	Displays all files you have access to within the selected project.
Forms	Displays all forms you have access to.
More Options	Quality - Displays all Quality Inspection Test Plans you are permitted to access within the selected project. Tasks - Displays all your assigned tasks on Files and Forms.

Left-Hand Menu Options

The left-hand menu gives you access to global app settings and project switching.

Option	Function
Projects	Helps you choose and switch between projects you have access to. The Projects window shows all your accessible projects, including your favourites.
Settings	Edit your personal information, including: Name Email Contact information Job title Time zone Language Update your password Form settings Notifications settings It also shows privacy terms and conditions and an option to write a log.
What's New	Includes all Release Notes with version numbers that provide information about updates on new features, changes that are positive enhancements and bug fixes.
About	View your installed app version number.
Logout	Log out of your current account.

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