This article will show you what you can do on the Client Overview page if you have an Admin, Management User or Group User permission.
The Client Overview page shows an overview of your organisation which includes details of your organisation; the number of Sites, Inspections, Schedules (Manage) and All Actions linked to your organisation; and previews of each of these lists.
If you have an admin permission, you will see the Edit Details button your organisations address, which will take you to a page where you can edit your details.  |
At the top right you have counters for your organisation’s sites, inspections, schedules (Manage) and actions. The blue button beside each counter is a link to the Sites list, All Inspections, All Managed Schedules and All Actions.
List Previews
There are four list previews showing your organisation’s sites list, a list of inspections across all sites, all managed schedules across all sites and actions across all sites.
Up to four rows of a list are visible in each list preview. There is a link that takes you to the full list in the top right corner of each list preview. Hovering over a row in the list preview reveals more options. For instance, if you hover over a row in the inspections list preview of a completed inspection, it will give you the options to export a report or view the inspection.
Navigating to Site Overview
Site List Preview
Each row of the Sites list preview shows the site name, site address and contact name for the site. Hovering over a list item shows buttons that let you View a site blueprint or go to the Site Overview.
To view the full list in more detail, click on View all Sites in the top right hand corner.
Sites
You are also able to access a list of your sites by tapping on Sites on the tab at the top.
Each row of the sites list displays the name of the site, the site address, a contact name and number, the number of warehouses at the site and the build status of the site’s Blueprint.
Hover over a row and tap on Overview to see the Site Overview. The Site Overview is similar to the Client Overview, only this time time you can view the details of the site itself, the site Blueprint, the users with access to the site and there is now an extra tab at the top that lets you see details of the warehouses belonging to the site.
Filters
The Inspections, Schedules, Actions and Users tabs at the top of the Client Overview link to the same pages as are on the control panel to the left, but are conveniently filtered based on your site of choice. The overview tabs remain at the top so you can navigate between pages and maintain your site filter.
For example, if you click on the Inspections tab from the Aberdeen site overview, the Aberdeen filter will be automatically applied, showing you only inspections from that site. This is different to tapping on Inspections in the sidebar, which will show you inspections for all sites.
