Field Homepage Shortcuts

The shortcut options available on the Homepage are explained below.

Shortcut	Function
New Tasks	Number of new tasks assigned to you within the selected project.
Task Due Today	Number of tasks that are due on the current day.
Task Due This Week	Number of tasks due within the current week.
Overdue Tasks	Number of overdue tasks.
Explore Locations	Explore and switch between all available locations within the selected project. NOTE: After users select a location, this option changes to Go To Previous Location, allowing them to return to the last visited location.
Choose & Raise a Form	Create a new form.
Recent Quality Plan	Redirects users to the most recently accessed Quality Plan. NOTE: First-time users will be directed to the list of Quality Plans to select from. After you select a quality plan, it will then appear in the shortcut.

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

On the Homepage, Click Edit (top-right).
Tap the plus + icon (top-right).
- A screen will appear showing shortcuts organised in different categories.
Select a category.
Select the action you want to create a shortcut for.

EXAMPLE:

In the Forms category, choose Raise a Specific Form.
A list of available form types for the project will appear.
Select a form to create a shortcut for.
Click Confirm at the bottom of the screen.
The shortcut to raise a Request for Proposal form will be added.

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.

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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