Mobile: Navigation
Navigation elements
The Asset Panda Pro mobile app provides the following tools to navigate the application:
Account/Module links: List the active account and module. You can click the links to switch accounts or modules.
Offline data: If enabled, provides access to offline data. See Offline mode.
Collections: Provides access to the collections views. Expand the list and then tap the collection to view its records.
Forms: Provides access to forms. Expand the list and then tap a form to use the form.
Menu: Returns to the main page from any view in the application.
Calendar: Displays the calendar so you can review reservation data. See Reservations.
UrsaAI: Provides access to the UrsaAI chat view.
Notifications: Displays all notifications for the user.
More: Provides access to additional functionality, such as Audits, Attachments, and Settings, where you can edit the user profile or the Layout Configuration.
Access the main menu
When working in the mobile app, you can tap Menu from any view to return to the main page. The active account and module are displayed.
Switch accounts or modules
In Asset Panda’s mobile app, the Account Switcher enables you to toggle between accounts to manage multiple accounts.
You can enable the ability to switch between accounts and modules on mobile devices through user roles and permissions. See Roles & permissions.
To switch accounts, tap the account name and then select the appropriate account.
To switch modules, tap the module name and then select the appropriate module.
Collection navigation elements
When viewing a collection list, you can use the following navigation elements to work in the view:
Menu: Returns to the main menu page.
: Search for records in the list. Tap in the Search field to scan a barcode to search for the record.
: Access additional actions for the list or selected records. For example:
Create a kit
Filter the collection records
Sort the collection records
Show/hide fields for the collection
Switch between the card and list views for records
Show the row summaries
: Add a record to the collection
: Scan barcodes.
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