Who Is This For?
All Users – navigating modules, lists, and dashboards
Document Owners / Authors – managing working copies and effective records
QA / Managers – filtering, reviewing, and approving content
How to Do It?
Step 1: Use the Sidebar for primary navigation
The Sidebar is always visible on the left and gives access to key areas.
Home – Opens the dashboard with tasks and quick filters.
Notifications – Bell icon near the logo; shows system alerts.
Modules – Based on your access (e.g., Documents, Change Requests, Templates, Training, Analytics).
Settings – Configuration options available to you.
Profile – View your user info and update preferences.
Log Out – Exit SimplerQMS securely.
💡 You can collapse/expand the sidebar to maximize working space.
📎 References:
Step 2: Work with the Top Bar in list views
The Top Bar appears in every list view and acts as your control panel for context, filtering, and creating records.
Module and Title – Confirms where you are (e.g., Documents – Working Copies).
Dropdown Filter – Switch between Working Copies, Effective, or Retired.
Create – Start new items such as Documents, Templates, Change Requests, or Training plans.
💡 If you don’t see a Create option, your role may not allow it in that module.
📎 Reference: Using the My Work Dashboard
Step 3: Navigate and refine the List View
Selecting a module (e.g., Documents) opens a List View with columns such as Title, Type, Process, Owner, etc.
Sorting – Click a column header to sort. Click again to reverse the order.
In-List Search & Filters – Use the search bar at the top to filter within the current module and see instant results.
Segments (Saved Filters) – Quickly switch between common filter sets for faster navigation.
💡 When results look incomplete, check whether you’re viewing Working Copies, Effective, or Retired.
📎 Reference: Searching and Filtering
Tips
💡 If a module is missing, you likely don’t have access—check with QA/Admin.
💡 Use the Top Bar search first; it’s the quickest way to narrow a long list.
💡 Sort by Due Date or Owner to prioritize reviews and approvals.