In this video, we provide a clear and concise guide for team members on how to navigate the redesigned sidebar menu effectively, ensuring quick access to key features and minimizing errors in administrative tasks.
Key Steps
Familiarize with the New Menu Structure:
Understand the updated names of the menu items:
Client Management → Users
Facility Management → Facilities
Checklist Management → Checklists
Form Management → Forms
Pool Management → Pools
Asset Management → Assets
Public Dashboard → Public Display
Bulk Storage Management → Files (now under Admin menu)
Access the Sidebar Menu:
Locate the sidebar menu on the interface.
Click on the menu to expand and view the available options.
Navigate to Key Features:
Identify the relevant section based on the task at hand (e.g., if managing users, select 'Users').
Click on the desired menu item to access the corresponding feature.
Perform Administrative Tasks:
Execute the necessary tasks within the selected feature area (e.g., adding a user, managing facilities).
Ensure that you are familiar with the core functions of each area, as they remain unchanged despite the name updates.
Seek Assistance if Needed:
If you encounter any difficulties or have questions about the new layout, reach out to a supervisor or refer to training materials.
Cautionary Notes
Be aware that while the names have changed, the core functionalities of each area have not. Ensure you understand what each section is used for to avoid confusion.
Double-check the menu item you are selecting to ensure you are in the correct area for your task to prevent errors.
Tips for Efficiency
Take a few minutes to explore the sidebar menu after the updates to become comfortable with the new layout.
Create a quick reference guide with the new menu names and their corresponding functions for easy access.
Utilize keyboard shortcuts (if available) for faster navigation between menu items.
Regularly review any updates or changes to the system to stay informed about new features or modifications.
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