Navigating the App
The platform uses a clean, consistent layout across all pages. Once you understand the core navigation patterns, you will be able to find and use any feature in the platform.
Application Layout
The application is organized into four main areas:
+------------------------------------------------------------------+
| HEADER BAR |
| [Logo] [Search] [Notifications] [User Menu] |
+----------+-------------------------------------------------------+
| | |
| SIDEBAR | MAIN CONTENT AREA |
| | |
| Dashboard| +------------------------------------------------+ |
| Events | | Page Header / Breadcrumbs | |
| Caregivers| +------------------------------------------------+ |
| Candidates| | | |
| Analytics | | Page Content | |
| Surveys | | (tables, forms, tabs, charts) | |
| Settings | | | |
| Admin | | | |
| | | | |
+-----------+--+-------------------------------------------------+--+
1. Header Bar
The header bar is always visible at the top of the screen and contains:
Search
A global search field that lets you quickly find events, caregivers, or candidates by name, ID, or facility. Results appear in a dropdown as you type.
Notifications
A bell icon showing unread notifications. Notifications include:
- Assignment status changes
- LOU signing events
- Travel booking confirmations
- Survey responses received
- System alerts
User Menu
Click your name or avatar in the top-right corner to access:
- My Profile -- view and update your profile information
- Change Password -- update your login password
- Sign Out -- log out of the application
2. Sidebar Navigation
The left sidebar is your primary navigation tool. It displays only the modules you have permission to access -- if you do not see a menu item, your role does not include that permission.
Sidebar Items by Role
| Sidebar Item | Admin | Leadership | Scheduler | Travel Coord. | Supervisor | OnsiteAdmin |
|---|---|---|---|---|---|---|
| Dashboard | Yes | Yes | Yes | Yes | Yes | Yes |
| Events | Yes | Yes | Yes | Yes | Yes | Yes |
| Caregivers | Yes | -- | Yes | -- | Yes | -- |
| Candidates | Yes | Yes | -- | -- | Yes | -- |
| Analytics | Yes | Yes | -- | -- | Yes | -- |
| Surveys | Yes | -- | -- | -- | Yes | -- |
| Rapid Response | Yes | -- | -- | Partial | -- | -- |
| Settings | Yes | -- | -- | -- | -- | -- |
| Admin | Yes | -- | -- | -- | -- | -- |
If a sidebar item is missing, it means your current role does not include the required permission. Contact your administrator if you believe you need access.
Collapsible Sidebar
Click the hamburger icon (three horizontal lines) at the top of the sidebar to collapse it into an icon-only view. This gives you more screen space for the main content area. Click again to expand.
3. Dashboard
The Dashboard is your landing page after login. It provides a real-time overview of operations tailored to your role.
Dashboard Components
Active Events Summary
A card-based view of all currently active events showing:
- Event name and facility
- Current status
- Fill rate percentage with a progress bar
- Number of assignments vs. requirements
- Days until event start (or days active)
Quick Stats Row
Aggregate metrics displayed as count cards:
- Total active events
- Total candidates in pipeline
- Overall fill rate percentage
- Pending travel bookings
- Upcoming arrivals
Recent Activity Feed
A chronological list of recent actions across the platform:
- "John Smith assigned to Event #1042 -- RN Day Shift"
- "LOU Campaign sent to 45 candidates for Metro Hospital"
- "Travel booked: Flight AA1234 for Jane Doe arriving 03/15"
4. Events List Page
The Events page shows all events in a sortable, filterable data table.
Table Columns
| Column | Description |
|---|---|
| Event Name | Name of the strike event (clickable link to Event Detail) |
| Facility | Hospital or facility name |
| Status | Current lifecycle status (Draft, Planning, Active, Completed, Archived) |
| Start Date | Planned or actual event start date |
| End Date | Planned or actual event end date |
| Fill Rate | Percentage of staffing requirements filled |
| Assignments | Count of current assignments |
Filtering and Sorting
- Status Filter -- filter by one or more event statuses using the dropdown
- Date Range -- filter events by start or end date range
- Search -- type in the search box to filter by event name or facility
- Column Sorting -- click any column header to sort ascending/descending
Action Buttons
Only Admin users see the Create Event button at the top of the Events list page. All other roles see the list in read-only mode (they can click into events to view details).
5. Event Detail Page
Clicking an event name opens the Event Detail page. This is the most complex page in the platform and is organized into tabs.
Event Header
The top section of the Event Detail page always shows:
- Event name and status badge
- Facility name and address
- Date range (start and end dates)
- Action buttons (visible only to roles with the corresponding permissions)
Header Action Buttons by Role
| Button | Required Permission | Roles That See It |
|---|---|---|
| Edit Event | Events.Update | Admin |
| Delete Event | Events.Delete | Admin |
| Export Event | Events.Export | Admin |
Leadership sees no action buttons on the Event Detail header. This is by design -- the role is purely observational.
Event Tabs
Tabs appear below the event header. Each tab is only visible if you have the corresponding View permission.
graph LR
subgraph Event Detail Tabs
A[Fill Rate] --- B[Assignments]
B --- C[Candidates]
C --- D[Surveys]
D --- E[LOU]
E --- F[Travel]
F --- G[Pre-Arrival]
G --- H[On-Site]
H --- I[Work Tracking]
I --- J[Funnel]
J --- K[Compliance]
end
Tab Visibility by Role
| Tab | Admin | Leadership | Scheduler | Travel Coord. | Supervisor | OnsiteAdmin |
|---|---|---|---|---|---|---|
| Fill Rate | Yes | Yes | Yes | -- | Yes | -- |
| Assignments | Yes | Yes | Yes | -- | -- | -- |
| Candidates | Yes | Yes | -- | -- | Yes | -- |
| Surveys | Yes | Yes | -- | -- | Yes | -- |
| LOU | Yes | Yes | Yes | -- | Yes | -- |
| Travel | Yes | Yes | -- | Yes | Yes | -- |
| Pre-Arrival | Yes | -- | -- | Yes | -- | -- |
| On-Site | Yes | Yes | Yes | -- | Yes | Yes |
| Work Tracking | Yes | Yes | Yes | -- | -- | -- |
| Funnel | Yes | -- | -- | -- | -- | -- |
| Compliance | Yes | -- | -- | -- | -- | -- |
6. Data Tables
Data tables are used throughout the platform for displaying lists of records (events, caregivers, candidates, assignments, etc.). They share a consistent set of features:
Common Table Features
Pagination
- Tables display a configurable number of rows per page (10, 25, 50, or 100)
- Navigation controls appear at the bottom: First, Previous, Page Numbers, Next, Last
- The total record count is always displayed
Column Sorting
- Click a column header to sort by that column
- Click again to reverse the sort order
- An arrow icon indicates the current sort column and direction
Search and Filtering
- A search field above the table filters results across all visible columns
- Advanced filters may be available as dropdowns or date pickers depending on the table
- Active filters are shown as removable chips/tags above the table
Row Selection
- Checkboxes on the left side of each row allow multi-select
- A "Select All" checkbox in the header selects all visible rows
- Bulk actions (export, delete, status change) appear when rows are selected
Column Visibility
- Click the Columns button to show/hide specific columns
- Column preferences are saved per user
Export
Where your permissions allow, an Export button generates a CSV or Excel file of the currently filtered and sorted data.
Inline Actions
Each row may display action icons on the right side:
- View (eye icon) -- opens the record detail
- Edit (pencil icon) -- opens the edit form
- Delete (trash icon) -- prompts for confirmation before deleting
These action icons are only visible if your role has the corresponding permission.
7. Forms and Modals
When you create or edit a record, the platform uses either a full-page form or a modal dialog:
Full-Page Forms
Used for complex records with many fields (events, caregivers). These include:
- Breadcrumb navigation back to the list
- Section headers for organized field groups
- Validation messages displayed inline next to fields
- Save and Cancel buttons at the bottom
Modal Dialogs
Used for simpler operations (assigning a caregiver, changing a status). These include:
- A dimmed overlay behind the modal
- A close button (X) in the top-right corner
- Form fields and action buttons within the modal
- Clicking outside the modal or pressing Escape closes it
Validation
- Required fields are marked with a red asterisk (*)
- Validation errors appear immediately below the field in red text
- The Save/Submit button is disabled until all required fields are filled
- Server-side validation errors appear as a notification banner at the top
8. Notifications and Alerts
Toast Notifications
Brief messages that appear in the top-right corner for 5 seconds:
- Success (green) -- "Assignment created successfully"
- Error (red) -- "Failed to save. Please try again."
- Warning (yellow) -- "This event has no shift requirements defined"
- Info (blue) -- "LOU campaign sent to 12 candidates"
Confirmation Dialogs
Destructive actions (delete, cancel, archive) always prompt for confirmation:
"Are you sure you want to delete this assignment? This action cannot be undone."
With Confirm and Cancel buttons.
9. Keyboard Shortcuts
| Shortcut | Action |
|---|---|
/ | Focus the global search bar |
Escape | Close modal dialogs |
Enter | Submit the current form |
10. Responsive Design
The platform is designed for desktop browsers but adapts to tablet screens:
- On narrower screens, the sidebar collapses automatically
- Data tables enable horizontal scrolling
- Forms stack fields vertically instead of side-by-side
The platform is optimized for screens 1024px and wider. Mobile phone screens are not officially supported.
Next Steps
- Understanding Roles -- Review what your role can access
- Permission Matrix -- Detailed permission-by-role reference
- Status Workflows -- Understand how events, candidates, and LOUs move through their lifecycles