Symbol/Icon | Location | Meaning |
|---|---|---|
| Top left corner of the platform | Use this symbol to go to the Homepage | |
| Menu bar, located on the left | This is the Action menu item, use this to create an action or view all of the actions in the system (Premium feature). |
| Menu bar, located on the left | This is the Audit menu item, use this to create an audit or view all of the audits in the system. | |
| Menu bar, located on the left | This is the Checklist menu item, use this to create a checklist or view all of the checklists in the system. | |
| Menu bar, located on the left | This is the Finding menu item, use this to create a finding or view all of the findings in the system. | |
| Top menu bar, located on the right. Only visible if you have Administration access. | This is the Administration symbol. Used to create/manage users and locations. | |
| Top menu bar, located on the right. | This is Help menu. Use this to enter the BSI Connect knowledge base, which contains hundreds of help articles, chat bot and a customer forum. | |
| Top menu bar, located on the right. | Displays the name of the logged in user. | |
| Found in all record types | Use to create a new record (Action, Finding, Audit, Checklist, User, Location) | |
| Found in all record types | Auto Save symbol - automatically saves your work at regular intervals | |
| Found in all record types | Save symbol - Use to save information and changes within the record you are working in | |
| Found in all record types | Three dots symbol, indicates ‘more options’ when selected | |
| Found in all record types | List view – displays the records in a list and is the most popular view. | |
| Found in all record types | Tile view – displays the records as tiles, display the record of whichever tile is selected. | |
| Found in all record types except for Checklists | Calendar view – displays the records on a calendar via due date. | |
| Found in all record types except for Checklists | Chart view – displays visual views of the data within the records. | |
| Found in all record lists, except for Checklists | Add to Calendar – this symbol appears when you hover over a record in a record list, appears on the far right. Use to add that record to your chosen calendar. |
| Found in all record types except for Audits | Edit view & Reading view - located in the top right corner within the record. Switch between the two options to change how you view the record. The default view is Edit. | |
| Found in all record lists | Reading view – this symbol appears when you hover over a record in a record list, appears on the far right. Use to open the record in a reading view. Preview - when creating a checklist, the preview icon allows you view how the checklist will look in an audit. | |
| Found in all record lists | Copy – this symbol appears when you hover over a record in a record list, appears on the far right. Use to copy a record. | |
| Found in Checklists | Edit symbol – use this to edit a question or section | |
| Found in Checklists | Delete symbol – use this to delete a question or section | |
| Found in Checklists | Add symbol – use this to add a question or section | |
| Found in Checklists | Drag & drop symbol – use this move questions or sections |