Not sure how this wiki is organised? Read How to use this wiki first (four layers: site map, manual, managers, legacy).
Use this page the same way you use the left sidebar in CrewTech Portal: open the section you work in below, then the row that matches the menu label. The Help column points to wiki pages or user-manual chapters.
Managers and admins: anything under Management or System usually needs the Managers hub or Solution options as well as the user manual.
| Menu (portal) | Typical route | Help |
|---|---|---|
| Home | / |
User manual — home, tasks, compliance |
| My Tasks | /my-tasks |
User manual — home, tasks, compliance |
| My Compliance | /tasks/my-compliance |
User manual — home, tasks, compliance |
| Menu (portal) | Typical route | Help |
|---|---|---|
| Details → Personal details | /my-details |
User manual — profile |
| Details → Clinical details | /my-clinical-details |
User manual — profile |
| Details → Health (vaccines, flu, etc.) | /health, /hep-b-vaccine-form, /flu-registration |
User manual — profile |
| Documents → Certificates | /my-certificates |
User manual — documents & certificates · Governance documents (what managers configure) |
| Documents → Portfolio | /portfolio |
User manual — documents & certificates |
| Reviews (open / completed) | /reviews |
User manual — profile |
| Equipment (kit, uniforms, orders) | /equipment, /uniforms-ppe, /uniform-order |
User manual — profile |
| Menu (portal) | Typical route | Help |
|---|---|---|
| Schedule → My schedule | /my-schedule |
User manual — schedule, leave, shifts |
| Schedule → Holiday & PTO (shown only when your organisation enables self-service leave for your relationship type) | /my-leave |
User manual — schedule, leave, shifts |
| Shifts → Available shifts | /available-shifts |
User manual — schedule, leave, shifts · Open shifts — rules · Solution options — operations (self-booking & eligibility) |
| Shifts → My shift applications | /my-shift-applications |
User manual — schedule, leave, shifts |
| Shifts → Pending shift applications (supervisors) | /manager/pending-shift-booking-applications |
User manual — rostering & clinical shifts · Shifts — manager hub |
| Shifts → My shifts | /my-confirmed-shifts |
User manual — schedule, leave, shifts |
| Menu (portal) | Typical route | Help |
|---|---|---|
| Clinical (memos, feedback, patient records, INEWS) | /my-memos, /clinical-feedback, /my-patient-reports, /inews |
User manual — clinical tools |
| Field reports | /field-reports |
User manual — clinical tools · User manual — operations (manager / event context) |
| Menu (portal) | Typical route | Help |
|---|---|---|
| Library (suites, acknowledgements, resources, safety sheets) | /library/document-suites, /document-control/my-acknowledgements, /clinical-resources, /safety-sheets |
User manual — library |
| Menu (portal) | Typical route | Help |
|---|---|---|
| Dashboard | /manager/dashboard |
User manual — manager overview & reports |
| Reports → Report center | /manager/reports |
User manual — manager overview & reports |
| Reports → Medication bag restock | /manager/medication-bag-restock |
User manual — manager overview & reports (clinical stock overview) |
| Insights | /manager/insights |
User manual — manager overview & reports |
| Menu (portal) | Typical route | Help |
|---|---|---|
| Team & hiring → Personnel directory | /manager/personnel |
User manual — workforce & recruitment |
| Team & hiring → Recruitment hub | /manager/recruitment |
User manual — workforce & recruitment · Recruitment — Solution options |
| Team & hiring → Recruitment pipeline | /manager/recruitment-pipeline |
User manual — workforce & recruitment |
| Team & hiring → Performance reviews | /manager/personnel/performance-reviews |
User manual — workforce & recruitment |
| Team & hiring → Staff follow-ups | /manager/dashboard#personnel-follow-ups |
User manual — workforce & recruitment |
| Menu (portal) | Typical route | Help |
|---|---|---|
| Rostering → Roster board | /manager/roster-board |
User manual — rostering & clinical shifts |
| Rostering → Daily roster | /roster |
User manual — rostering & clinical shifts |
| Rostering → Roster management | /roster-management |
User manual — rostering & clinical shifts |
| Rostering → Clinical shifts | /manager/clinical-services |
Shifts — manager hub · Setting up clinical shifts |
| Rostering → Shift templates | /manager/clinical-shift-templates |
Shift roster templates · Clinical shifts navigation |
| Rostering → Pending shift swaps | /manager/pending-shift-swaps |
User manual — rostering & clinical shifts |
| Rostering → Pending shift applications | /manager/pending-shift-booking-applications |
Shifts — manager hub · Solution options — operations |
| Rostering → Timesheets | /manager/timesheets |
User manual — rostering & clinical shifts |
| Menu (portal) | Typical route | Help |
|---|---|---|
| Ambulance calls | /ambulance-calls |
User manual — operations |
| Ambulance operations | /manager/ambulance-operations |
User manual — operations |
| Assets & fleet (vehicle dashboard, hub, containers, defects, service, stock orders) | /manager/assets/... |
User manual — operations |
| Event control (log, dashboard, map; field reports link) | /event-control-log, /event-control-dashboard, /control-log-map |
User manual — operations · Event locations setup (master place names in Solution options) |
| Client & commercial (leads, patient experience, quote builder, draft invoice correction) | /manager/client-centre, etc. |
User manual — operations · Shift pricing & invoicing (quotes vs shift invoices) |
| Menu (portal) | Typical route | Help |
|---|---|---|
| Cases & reviews (risks, incidents, categories, clinical records, safeguarding) | /risks, /incidents, etc. |
User manual — governance & compliance · Risks & incidents deep dive |
| Workforce compliance (certificate validation, medic compliance, shift compliance, rules) | /manager/clinical-document-validation, etc. |
User manual — governance & compliance · Governance documents |
| Document control (suites, cohorts, acknowledgement dashboard) | /document-control/suites, etc. |
User manual — governance & compliance |
| Audits (cohorts, templates, domain matrix, oversight, activity log) | /governance/audits/..., /manager/audit-oversight |
User manual — governance & compliance |
| Menu (portal) | Typical route | Help |
|---|---|---|
| Imports & previews (medic import, medication asset import, legacy shift import, visualizer, public apply preview) | /manager/medic-import-dry-run, etc. |
User manual — tools & Solution options |
| Solution options | /manager/solution-options |
Solution options — setup hub · User manual — tools & Solution options |
| Menu (portal) | Typical route | Help |
|---|---|---|
| Hangfire dashboard | /hangfire |
User manual — system administration |
| Need | Page |
|---|---|
| Full manual table of contents (routes & visibility) | User manual — chapter 00 |
| Manager configuration home | Managers README |
| Documentation index (topic list) | documentation-index.md |
| Glossary and troubleshooting | User manual — appendix |
Sidebar labels and routes follow the shipped portal (Shared/NavMenu.razor). Your organisation may hide items by role; if a menu entry is missing for you, ask an administrator.