This chapter is the map of the manual and the map of the application. Use it as your wiki home page or navigation hub.
How this wiki fits together: Read How to use this wiki (four layers: site map, this manual, manager guides, legacy).
Wiki mirror of the live sidebar: For the same menu order as the portal (Dashboard → Profile → … → Management → System) with links into this manual and manager guides, open Find help by site menu.
| Ch | Title | File |
|---|---|---|
| — | This page — Contents and site navigation | 00-table-of-contents-and-site-navigation.md |
| 1 | Welcome and how to use this manual | 01-welcome-and-how-to-use-this-manual.md |
| 2 | Signing in, accounts, roles, and locale | 02-signing-in-accounts-roles-and-locale.md |
| 3 | Home, My Tasks, and My Compliance | 03-home-my-tasks-and-compliance.md |
| 4 | Profile — details, health, reviews, and equipment | 04-profile-details-health-and-reviews.md |
| 5 | Documents — certificates and portfolio | 05-documents-certificates-and-portfolio.md |
| 6 | Schedule — leave and shifts | 06-schedule-leave-and-shifts.md |
| 7 | Clinical tools, memos, and field reporting | 07-clinical-tools-memos-and-field-reporting.md |
| 8 | Library, controlled documents, and safety sheets | 08-library-controlled-documents-and-safety-sheets.md |
| Ch | Title | File |
|---|---|---|
| 9 | Manager overview — dashboard, reports, insights | 09-manager-overview-reports-and-insights.md |
| 10 | Manager — workforce, recruitment, and performance | 10-manager-workforce-recruitment-and-performance.md |
| 11 | Manager — rostering, clinical shifts, and timesheets | 11-manager-rostering-clinical-shifts-and-timesheets.md |
| 12 | Manager — operations, ambulance, fleet, and events | 12-manager-operations-ambulance-fleet-and-events.md |
| 13 | Manager — governance, compliance, document control, and audits | 13-manager-governance-compliance-document-control-and-audits.md |
| 17 | Risks, incidents, and staff record (detailed) | 17-risks-incidents-and-staff-record.md |
| 14 | Manager — tools, imports, and solution options | 14-manager-tools-imports-and-solution-options.md |
| Ch | Title | File |
|---|---|---|
| 15 | System administration — background jobs | 15-system-administration-background-jobs.md |
| Ch | Title | File |
|---|---|---|
| 16 | Glossary, troubleshooting, and contacts | 16-appendix-glossary-troubleshooting-and-contacts.md |
The portal’s left-hand menu is organised into sections. Below, each route is the path after your organisation’s portal address (for example https://portal.example.org + /my-tasks).
Legend
| Menu label | Route | Visibility |
|---|---|---|
| Home | / |
All users |
| My Tasks | /my-tasks |
All users |
| My Compliance | /tasks/my-compliance |
All users |
Details
| Menu label | Route | Visibility |
|---|---|---|
| Personal details | /my-details |
All users |
| Clinical details | /my-clinical-details |
All users |
| Vaccine records | /health |
All users |
| Hep B vaccine | /hep-b-vaccine-form |
All users |
| Flu registration | /flu-registration |
All users |
Documents
| Menu label | Route | Visibility |
|---|---|---|
| Certificates | /my-certificates |
All users |
| Portfolio | /portfolio |
All users |
Reviews
| Menu label | Route | Visibility |
|---|---|---|
| Open reviews | /reviews?filter=open |
All users |
| Completed reviews | /reviews?filter=completed |
All users |
Equipment
| Menu label | Route | Visibility |
|---|---|---|
| Equipment | /equipment |
All users |
| Uniforms & PPE | /uniforms-ppe |
All users |
| Order PPE | /uniform-order |
All users |
Schedule
| Menu label | Route | Visibility |
|---|---|---|
| My schedule | /my-schedule |
All users |
| Holiday & PTO | /my-leave |
All users |
Shifts
| Menu label | Route | Visibility |
|---|---|---|
| Available shifts | /available-shifts |
Not Applicant |
| My shifts | /my-confirmed-shifts |
All users |
| Menu label | Route | Visibility |
|---|---|---|
| Clinical memos | /my-memos |
All users |
| Clinical feedback | /clinical-feedback |
All users |
| Patient records | /my-patient-reports |
All users |
| INEWS | /inews |
All users |
| Field reports | /field-reports |
All users |
| Menu label | Route | Visibility |
|---|---|---|
| Document suites | /library/document-suites |
All users |
| My acknowledgements | /document-control/my-acknowledgements |
All users |
| Clinical resources | /clinical-resources |
All users |
| Chemical safety sheets | /safety-sheets |
All users |
Overview: Dashboard /manager/dashboard, Reports /manager/reports, Insights /manager/insights.
Workforce — Team & hiring: Personnel directory /manager/personnel, Recruitment hub /manager/recruitment, Recruitment pipeline /manager/recruitment-pipeline, Performance reviews /manager/personnel/performance-reviews, Staff follow-ups /manager/dashboard#personnel-follow-ups.
Workforce — Rostering: Roster board /manager/roster-board, Daily roster /roster, Roster management /roster-management, Clinical shifts /manager/clinical-services, Shift templates /manager/clinical-shift-templates, Pending shift swaps /manager/pending-shift-swaps, Timesheets /manager/timesheets.
Operations: Ambulance calls /ambulance-calls, Ambulance operations /manager/ambulance-operations.
Assets & fleet: Vehicle dashboard /manager/assets/dashboard, Asset hub /manager/assets, Containers /manager/assets/containers, Location audit KPI /manager/assets/location-audit-kpi, Fleet defects /manager/fleet-defects, Fleet service history /manager/fleet-service-events, Stock orders /stock-orders.
Event control: Event control log /event-control-log, Event control dashboard /event-control-dashboard, Control log map /control-log-map, Field reports /field-reports.
Client & commercial: Lead pipeline /manager/client-centre, Patient experience /manager/patient-experience-feedback, Quote builder /manager/quote-builder, Draft invoice correction /manager/ambulance-invoice-draft-correction.
Governance — Cases & reviews: Risks /risks, Incidents /incidents, Incident categories /incidents/categories, Clinical records /manager/clinical-records, Safeguarding queue /manager/safeguarding. Risks, Incidents, and Incident categories pages require Manager or Admin (not standard staff). Detail: Chapter 17. Staff record for a selected colleague: /manager/personnel/record/{StaffNetId} — Manager, Supervisor, Admin, Administrator; from Personnel directory.
Governance — Workforce compliance: Certificate validation /manager/clinical-document-validation, Medic compliance /manager/medic-compliance, Shift compliance /manager/shift-compliance, Compliance rules /manager/personal-compliance-rules, New compliance rule /manager/personal-compliance-rules/new.
Governance — Document control: Document suites /document-control/suites, Audience cohorts /manager/document-audience-cohorts, Acknowledgement dashboard /manager/document-acknowledgements.
Governance — Audits: Cohorts /governance/audits/cohorts, Templates /governance/audits/templates, Domain matrix /governance/domain-audit-matrix, Oversight /manager/audit-oversight, Activity log /manager/activity-log.
Tools: Medic import dry run /manager/medic-import-dry-run, Legacy shift import preview /manager/legacy-shift-import, Legacy shift import rollback /manager/legacy-shift-import-correction, Shift import visualizer /tools/import/shift-dryrun-visualizer.html, Public apply preview /recruitment, Solution options /manager/solution-options.
| Menu label | Route |
|---|---|
| Hangfire dashboard | /hangfire |
| Application section | Manual chapters |
|---|---|
| Dashboard | 3 |
| Profile (including Details, Documents submenus where staff-focused) | 4, 5 |
| Schedule | 6 |
| Clinical (including Field reports for staff) | 7 |
| Library | 8 |
| Management — all groups | 9–14 |
| Risks, incidents, staff record hub (detail) | 17 |
| System — Hangfire | 15 |
| Cross-cutting: access, glossary, help | 2, 16 |
When you build your wiki sidebar, you can copy the section headings above so help topics sit in the same order as the live application.