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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.

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.