Frequently Asked Questions
I cannot see a menu item shown in a guide#
Menus are controlled by your role and permissions. Confirm that you are in the correct workspace. If the item is still missing, ask a system administrator to review your assigned role rather than sharing another user's account.
I received a temporary-password prompt#
Set a private password before continuing. You can change it again from your profile or from Change Password in the mobile application.
A notification link opens the wrong workspace#
Sign in with the account that received the notification. The system opens the record in a workspace available to that account. If access is denied, contact the person who assigned the work or a system administrator.
A mobile action was queued while offline#
Open the mobile Sync Centre when connectivity returns. Pending entries are uploaded in the order captured. Items marked Requires Review need attention because the server found a conflict, such as an overlapping leave request.
Why can I view a record but not edit it?#
Some records become read-only after a hand-off, acknowledgement, approval, completion, or closure. Actions also depend on assignment. For example, an occurrence investigator captures findings while the selected report reviewer reviews the reports.
Where can I find help for my module?#
Use User Guide in the workspace navigation or open Documentation from the public homepage. Search by the task name, such as quotation, occurrence, roster, check-in, or job card.