App navigation

Home icon

While on any page in the application, you can click the Home icon above the page to access the module pane to select a collection, saved view, or form for viewing. You can also use this pane to create a new module or form.

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Left navigation pane

The navigation pane provides access to major areas of the application:

• Account Switcher: Enables you to select the account and module to display in the application. When you select the module, the primary collection for that module is displayed.

• Dashboard: Displays a customized overview of asset data.

• Tools: Provides access to tools for use within the application.

• Calendar: Provides an overview of activities by date.

• Reports: Provides access to data reports.

• Settings: Enables you to manage objects in the account, including collections, forms, automations, users, and integrations.

• URSA: Access the URSA AI-enabled process helper.

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Search field

A search bar in the top-right enables quick access to specific accounts or settings.

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Page-level toolbar

The toolbar on collection pages provides access to actions that can be performed on the page:

• : Filter the displayed records based on a selected criteria.

• : Sort the displayed records based on selected criteria.

• : Group the displayed records based on the selected criteria.

• : Manage the fields displayed in the collection.

• : Enable other collection actions, such as exporting the data or summarizing data rows.

• Add button: Enables you to add records or create asset kits.

See View a collection.

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Asset list icons

In asset lists, the following icons are displayed to indicate various scenarios:

• : Indicates that the field is pulled from another collection.

• : The asset item is a kit.

• : The item is an individual, serialized asset.

• : The category contains consumable assets.

• : Indicates a linked map location. Click the link to view the location in a map view.