Navigating the Platform
Using the sidebar, finding pages, and getting help without leaving your page.
Required permissions: None.
The sidebar groups pages by activity: Operations, Field & Assets, Customers, and System.
Before you begin
- Sign in.
Step-by-step instructions
- 1
Use the sidebar groups
Day-to-day work lives under Operations; field and reference data under Field & Assets; customer records and the portal under Customers; governance under System.
- 2
Open page help
Every major page has a question-mark icon in the top-right corner. It opens a help panel over the page, your work, filters, and place are preserved.
- 3
Search documentation
The help menu links to the public documentation center. It opens in a new browser tab so your current page stays open.
Expected result
You can find any page and get help on it in place.
What happens next
Try the help icon on the Work Requests page.
Troubleshooting
A menu option is missing
Your role may not include it, or your administrator has not given you access. Check with your administrator, see 'Why can't I see my records?'
Related guides
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