Understanding the Main Menu
The Main Menu in uAuditor provides access to all platform modules used to manage inspections, corrective actions, reports, templates, communication tools, and workspace configuration.
It is located on the left side of the screen in the web platform and allows users to move quickly between operational areas.
The modules visible in the main menu depend on your role and permissions.
Why the Main Menu Is Important
The main menu helps users:
- navigate between modules efficiently
- access inspections and reports quickly
- manage tasks and corrective actions
- configure templates and resources
- control workspace settings
Understanding how the menu is structured improves productivity across daily operations.
Dashboard
The Dashboard provides a high-level overview of inspection performance across locations.
From this section, users can:
- start new inspections
- review inspection trends
- monitor execution quality
- track inspector activity
- view recent inspections
The dashboard is typically the first page shown after login.
Inspections
The Inspections module allows users to manage inspection activity across the organization.
Users can:
- create inspections
- review inspection history
- edit inspections in progress
- download inspection reports
- filter inspections by template, location, or inspector
Access to inspections depends on assigned permissions.
Scheduled Inspections
The Scheduled Inspections section allows administrators to automate recurring inspection assignments.
Users can:
- create inspection schedules
- define recurrence intervals
- assign inspectors
- activate or deactivate schedules
Schedules ensure inspections are completed consistently without manual assignment.
Tasks
The Tasks module displays inspection assignments generated automatically from schedules.
Users can:
- view pending inspections
- track overdue tasks
- start inspections directly from tasks
- link inspections to assignments
This helps teams manage execution deadlines effectively.
Resources
The Resources section contains tools used to configure inspection structures.
It includes:
- Public Template Library
- Templates
- Score Priorities
- Custom Lists
These components help standardize inspections across locations.
Actions
The Actions module allows users to manage corrective actions created during inspections or manually by supervisors.
Users can:
- assign responsibilities
- track progress
- update status
- attach supporting evidence
- monitor completion timelines
Actions ensure operational issues are resolved quickly.
Client Reviews
The Client Reviews module collects customer feedback through QR-code-based review forms.
Organizations can:
- generate review QR codes
- track customer ratings
- monitor branch-level feedback
- improve service quality
Broadcast
The Broadcast module allows administrators to communicate announcements across teams and locations.
Users can:
- read broadcasts
- acknowledge messages
- comment when enabled
- upload attachments
Administrators can monitor engagement and acknowledgment rates.
Violations
The Violations module supports compliance enforcement workflows.
Users can:
- issue violations
- attach supporting evidence
- assign penalties
- track resolution progress
- export violation reports
Reports
The Reports section provides detailed analytics about inspections, equipment, locations, and corrective actions.
These reports help organizations:
- identify operational trends
- compare performance across branches
- detect recurring failures
- measure execution quality
Reports support data-driven decision-making.
Settings
The Settings module allows administrators to configure workspace structure and access control.
It includes:
- Company Settings
- Zones
- Locations
- Equipment
- Users
- Roles
Proper configuration ensures inspections reflect the organization’s operational structure.
Module Visibility Based on Permissions
Not all users see the same menu items.
For example:
- administrators see all modules
- supervisors see operational modules
- inspectors see inspections, tasks, and actions only
This ensures secure and role-based access across the workspace.
Best Practices for Using the Main Menu
To navigate efficiently:
- use Dashboard for daily monitoring
- open Tasks for assigned inspections
- access Templates before creating inspections
- review Reports regularly
- manage Actions after inspection failures
Understanding the menu structure helps users move faster between workflows.
