Users will need specific roles to see the corresponding menu items. If you can only see the Dashboard and Work menu items, it means that you do not have the Roles to see all the menu items. To add more roles, read this article.
There are 4 main blocks in the menu that you will need to know:
HOME
Dashboard - Your homepage when you log in
Analytics - How can you use the data captured to improve your business?
This is where your Obzervr Analytics dashboards will be displayed and connected to your data.
SCHEDULE
Work - This is where you create, view, complete and finalised your Work Order
Routines - You are not using this feature now
BUILD
What is the work that you’re doing? Build your Work Template and Trip Template to use later from here.
Work Template - This is where you configure your Templates to use in creating Work Orders. Read more about Work Template in here.
Fragment Template - A fragment is a small detachable piece that is part of a larger whole. In Obzervr, a Fragment is a reusable and configurable object that is a part of Work Template. ead more about Work Template in here.
MANAGE
How do you do your work?
Attachments - Your attachment management. Not sure if you have attached any images, photos or files to your Work Template? Here is the place.
Locations - Where will you work?
This is where you are doing your job. In Obzervr, we also call a place where you work an "Assignment Point".
Plant & Equipment - Want to add Plant & Equipment to Obzervr so that you can track calibration of water monitoring sondes and other tools? Contact Obzervr Support and we'll help you get set up.
Configuration - What data will you capture?
Security - Who are the people doing the work?
Security outlines the Users in Obzervr, the teams that they are in, and Approval Groups for Approval Workflows.
You can also set up SMS and Email Alerts to Users when a field measure exceeds a limit.
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