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 side of the screen, offering quick access to key areas of SimplerQMS. The main sections in the Sidebar include:
Search: Opens the global search panel to search for documents, templates, users, or other records across all available modules. This is a useful tool for locating any information quickly.
Notifications: The bell icon next to the logo shows system notifications to alert you to any important updates or reminders within SimplerQMS.
Home: Opens the dashboard, which displays your tasks, assignments, and quick filters for organizing your work.
Modules: The available modules depend on your user access and may include:
Documents: View, create, and manage documents.
Change Requests: Manage and track change requests.
Templates: Access and create templates used across SimplerQMS.
Training: Manage and access training records.
Periodic Review: Track and manage periodic reviews within the system.
Analytics: Access analytics and reporting features for data analysis.
Help Center: Provides direct access to guidance, usage materials, and product release updates, helping users find assistance while using SimplerQMS.
Settings: Access configuration options, where you can manage user settings and system configurations. For further details, refer to WI – User Roles and Permissions.
Profile: View and update your user information and preferences, such as your name, contact details, and notification preferences.
💡 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).
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.
Views (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.
💡 Sort by Due Date or Owner to prioritize reviews and approvals.