Workspace Management

A workspace is an isolated environment for your team. It stores all your reports, lists of items and operations, as well as the list of members and their roles.

1. Creating a New Workspace

To start working in the system, you need to create at least one workspace.

Steps to create:

  1. Click on the user menu in the top navigation bar.
  2. Select WorkspacesManagement.
  3. Click the Create Workspace button.
  4. Fill in the required fields in the form.

Form fields:

  • Name (required) — enter a clear name for the workspace. For example: project name, company branch, or department. This name will be visible to all workspace members.
  • Description (optional) — add a brief description of the workspace purpose. This helps members understand what this workspace is used for.
  • Item name (required) — choose how work objects will be called in your workspace. This can be vehicles, equipment, projects, or other entities depending on your business specifics.
  • Operation name (required) — choose how types of work performed will be called. These can be services, tasks, lessons, or other types of activities.

After filling in all fields, click the Create button.

Tip

You can create multiple workspaces for different projects, branches, or teams and easily switch between them through the menu in the navigation bar.

Available names for items:

Elements, Equipment, Devices, Objects, Resources, Units, Tools, Appliances, Components, Assets, Machines, Vehicles, Servers, Rooms, Classrooms, Offices, Industrial Equipment, Instruments

Available names for operations:

Operations, Work, Tasks, Procedures, Activities, Services, Actions, Events, Functions, Processes, Maintenance, Repairs, Diagnostics, Cleaning, Lessons, Examinations, Sterilization, Calibration, Configuration, Inspections

2. Editing a Workspace

You can change workspace parameters at any time.

Steps to edit:

  1. Click on the user menu in the top navigation bar.
  2. Select WorkspacesManagement.
  3. In the "Workspaces" table, find the workspace you need.
  4. Click on the three vertical dots to its right.
  5. Select Edit.
  6. Make the necessary changes to the form fields.
  7. Click the Save button.
Important

When changing item or operation names, the interface will update for all workspace members. This will not affect already created records — only the section names in the menu will change.

Workspace name and description can be changed at any time without any restrictions.

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