Watch the video or read the guide below.
Video
Guide
Log in and the default is to arrive at the Work Orders module. It's easy and consistent to move to another module and around the program.
Main menu to the left. Select a module from here.
Module information defaults to a list view on the main screen. Clicking on the module gives access to view, open, and edit all module details, depending on your user permissions.
+Add button in the top-right corner. Add new module information to the program.
1. Main Menu
The term Enterprise is at the top. If you have multiple entities, click on to get a big picture of the activity in each.
The entity's name is displayed near the top of the menu. All modules below it contain data for that specific entity. To change entities and data, click on the name and select a new one from the dropdown.
Click on any module name from the Main Menu to open the module. At the bottom of the Main Menu there's also:
Profile - sign out, open, and edit your profile and select your email notifications
Admin Settings - global changes to the program made by Admin Users
Collapse Sidebar - minimize the main menu to display icons
2. Module Features
Click on a module to open in a list view. Notice the module titled at the top.
To access details such as a work order form, click on the name in any row under the Title or Name column. Hit the Edit button to add or modify the information entered originally. Hit Save if you want to keep any changes.
Note: The Work Order Module includes a calendar view option. To see your work orders organized by date, click on the Calendar tab.
The list view in all modules has similar features and navigation.
From any module list view, you can use:
Quick Filters - open the filter window to seek specific details or groups of information
Keyword Search - add keywords to search for specifics
Batch Update - click on all or several priority icons next to work order name to show the batch update icons. Hover your mouse over icon to define. Select an icon to change information on multiple items at the same time
Export - Extract info out of the program and save to your computer.
View Settings - customize the order of the columns in your list view and which columns appear. This is unique to each user. Toggle columns on
to see, and off 
to hide. Click and drag columns names in the order you want them to appear in your list view.
Column Sort - click on the name of each column header to adjust the viewing order.
3. +Add button
Click on the + button in the top right corner of any module to add information to the program. This opens up a form. Fill in any *mandatory field. All other fields are optional. Hit Save to keep details or hit Cancel to opt out.
Use the Main Menu to open new modules and view, add, and edit module information.