Main Header Bar
Customer Success Team avatar
Written by Customer Success Team
Updated over a week ago

The main header bar is located at the top of the main screen where you will find the following options:

  • Main Menu

  • Guided Tour

  • Super Search

  • Fast Action

  • Profile menu

Profile Menu

To enter this menu, do the following:

  1. Click on the “Profile” button with your name, located in the upper right-hand part of the screen.

  2. A pop-up menu with the available profile menu options will appear. Here you can select the required option.

In the Profile Menu you will find the following options:

  • View My profile: This option allows for a read only view of the users Human Resources profile.

  • Settings: This option allows the user access to the platform’s configuration module.

  • Whats's new:

  • Language: This option allows the user to select their preferred language.

  • Dark Mode: This option allows the user to select the dark display mode for the screen.

  • Help and Technical Support: This menu has links to the online chat platform, help portal, suggestions, Fracttal Academy and provides access to technical support.

  • Change company: This option is activated by means of an add-on, which allows a quick access point for the user to enter other (independent) Fracttal data bases with the same access email for said accounts.

  • Log Out: This option allows the user to safely exit the platform, ending their session.

Super Search

The “Search” function is an advanced search engine that is found in the upper right-hand part of the main bar. This feature allows the user to perform a general search on all the available fields of the assets in the module.

Note: This filter is not available in the dashboard, nor in the asset tree view window.

Introductory Tour

The “Introductory Tour” provides a brief overview of the main aspects of the module in question.

Quick Action Function

The quick action button is located at the top right-hand side of the main bar.

The quick action button allows the user to quickly and easily “add” or “create” the following records:

• Facilities

• Equipment

• Unplanned Tasks

• Work Requests

• Meter Readings

How to make use of the Quick Action function?

To add, do the following:

  1. Click on the quick action button

  2. A drop-down menu with the available quick action options will appear.

  3. Select your preferred option. For this example, we will select “Facility”

  4. By selecting the relevant action option, the system will automatically redirect you to the corresponding module. For example, by selecting the “Facility” quick option the user will be redirected to the Assets window for creating/adding a new Facility.

Main Menu

To enter the main menu, click on the “Menu” button in the upper left-hand part of the main bar.

When clicked, the system will display a sidebar with the list of modules that make up the main menu, along with user profile information, the name of the company, the latest version of the platform and a direct link to the dashboard.

The following modules are available in the Main Menu:

  • Catalogs

  • Warehouses

  • Work Management

  • Monitoring

  • Dispatcher

  • Business Intelligence

  • Cloud Disk

  • Requests

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