Getting Around
This section covers the application window itself — the parts that stay on screen no matter which record you are looking at.
In This Section
- The Application Window The top bar, the navigation, headings, banners, themes, and how pages load.
- Finding Things The search in the top bar, the advanced search page, and the three different things in this application that all look like searching.
- Dashboard And Widgets Your starting screen, the kinds of widget you may meet, editing your own dashboard, and how to ask for a new one.
- Notifications, Jobs And Messages Toasts, banners, the notification bell, the background jobs inbox, and the e-mails the application sends you.
- The AI Assistant The optional chat assistant, what it can do for you, and where its limits are.
When To Start Here
Start here when you are asking:
- where is everything, and why has my menu got fewer entries than before
- why does search not find something I can plainly see on a record
- where did my export go
- what is this message that just appeared and vanished
- can I change what is on my dashboard
What You Will Learn
By the end of this section you should be able to navigate confidently, use the right kind of search for the job, understand every way the application signals something to you, and know which parts of the window are yours to arrange.