Portal Functions

The Portal is the central hub for your role as a Super User. It enables you to:

Create and maintain Procedures, while tracking and visualizing execution.
Review Boards for a high-level, visual understanding of captured data.
Create and manage Teams and invite Users to the platform.
Build and maintain data structures that mirror your shop floor hierarchy in Data Management.
Access all Guides in one unified, searchable knowledge hub for faster information discovery.

A structured, folder-like area designed to organize related content and tasks.

Within Procedures, you can:

- Create and manage procedures
- Filter procedures using tags
- Export generated data for reporting and analysis

1a. Procedure - Timeline

1b. Procedure - Task Page

Note: Available only to users with “Boards” permissions.

Boards provide a visual aggregation of captured data to support operational insights.

The Task Manager Board is included by default and enables granular issues and action tracking.
It displays both detailed and aggregated data, helping drive accountability and adherence.
Analytical dashboards present data in charts and graphs to support informed decision-making on the shop floor.
Data can also be exported directly from Boards for further analysis.

A centralized area to view and manage users and teams.

Within Teams, you can:

- Update user permissions to control access levels
- Invite or re-invite users
- Monitor training compliance by team or individual
- Export training compliance data to Excel
- Import users in bulk using a template

The area where master data, including equipment hierarchies, is created and maintained.

Within Data Management, you can:

- Create and manage hierarchical relationships
- Add new assets, areas, or lines to your structure
- Store and maintain master data
- Apply barcode scanning and other attributes to units

Units represent any item on the shop floor, such as a line, machine, or department.

Units are organized into folders known as Unit Types.

All guides are unified in a single, centralized hub.

- Quickly search across your entire knowledge base
- Access information spanning all procedures and units
- Surface relevant content faster and more efficiently

A central hub for managing procedures, teams, data, and insights while driving visibility and operational efficiency.