Descriptions of the buttons you will encounter in Flow360 and what they do.
NOTE: not all versions of Flow360 have all these button options!
Text in red informs you of how many unread messages you have waiting.
Click to go to your preferences settings.
Owner, client and provider users may also have the choice of going to their personal preferences or their organisation preferences.
Click to got o your personal home (contact card) or optionally to the relevant owner, client, provider or manager home card.
Click to go to full list of Standard, User and Flow360 core tasks.
You will see this button on nearly every screen at top left. Click to return to the start screen.
Found on the start screen. Click to logout of Flow360.
(1) Go to start
(2) Go to first record in current set
(3) Go to previous record in current set
(4) Go to next record in current set
(5) Go to last record in current set
(6) Go back to previous screen (history)
(7) Go to next screen (history)
Used in many places and a key part of the Flow360 navigation system! Placed at the start of a list row or to the right of the object it relates to.
Click button to go to the relevant object.
Used in some lists. Placed at the start of a list row. This button has dual function - an ordinary click will perform one action whereas alt-click will perform a slightly different action. The action is controlled by a user preference setting.
The default behaviour is this:
The relevant preference setting allows to reverse this behavious if you prefer.
Used to update or change the object it is next to.
Only used on resource cards - click to go to the primary plan for the relevant object if one exists.
See section on filters for more information.
See section on filters for more information.
See section on filters for more information.
Click to start a new report based on the set of records currently listed.
Click to go to full list - initially the list will contain the same set of records as are currently being viewed.
Click the launch the filter panel. See the section on filters for more information.
Click to go to full list - initially the list will contain the same set of records as are currently being viewed.
Click to create a new record of the same type as the current card.
Click to delete the current record.
Click to duplicate the current resource record and optionally all sub-resources.
Click to select a report type and create a new report based on the card or list currently being viewed.
Found on area (room), item and component record cards only. Click to start a new Helpdesk issue request for the current location.
Click for instant KPI report options
Click to create, allocate and send a new order or enquiry for the current helpdesk issue.
Click to show a dialogue to confirm Helpdesk issue as Closed
Click to confirm (log) the new helpdesk issue and immediately logout from Flow360.
Click to generate a matrix report
Click the view the current set of calendar records in a calendar view.
Click to start a new works enquiry or order process
Click to add the same scheduled task to multiple resources at once or to add the same task option to multiple tasks at once.
See relevant manual sections for more details.
Click to show or hide the tasks or works costs column
Click to add a new record of the same type as listed
Click to delete the current record. This cannot be undone!
Click to temporarily omit the record from the list, optionally recalculating totals or changing the set of records to be updated etc.
Click to show a popup dialog with additional information on the current object e.g. contact, works order, works item, scheduled task, linked object etc
Click to select the current record.
Click to attach a new document to the current object.
Indicates if link exists (can show as green or red as well as grey). Click to go to linked object, and in some cases, click to create a new link (qualifications, objects, documents)
Click to assign the course to the listed employee or assign an employee to the course
Click to assign selected courses to the employee or assign the current course to multiple employees
Click to define your own user specific task - can be used where no standard (default or other) task can be found and a specific task needs to be created.
Found on areas (room) records only on the tasks tab list. Click to amalgamate all redecoration tasks into a single room redecoration task.
Found at bottom left on most card and list screens.
Click to open the Flow360 Guide in a new browser window or tab.
Found at bottom left on most card and list screens and on the start screen.
Click to go to your Home card. Some users have the option of choosing between their personal home and their organisation home.
Found at bottom left on most card and list screens and on the start screen.
Click to go to your Preferences card.
Found on the left of the main start screen.
Click to show the startup status message with details of due tasks, works, helpdesk issues and (for training variants) supervision, appraisals and course due and coming up for expiry.
Found at bottom left on most card and list screens.
Click to instantly logout of Flow360.
1) Click to increase map magnification; 2) Click to decrease map magnification; 3) Click to toggle satellite imagery overlay
Click to confirm current choice or action.
Click to cancel the current choice or action.
Click to re-chart the selected records with the chosen criteria
Found next to thumbnails of stored documents. Click to view the document - depending on the document type and your user preferences this will open in a new browser window or tab or download the document to your computer (which you will then find in your browser's downloads folder)
Found on lists where multiple selection of records is possible. Click to omit the currently selected records from the list. Use alt-click to omit all non-selected records.
Very useful when you need to refine a set of records in a listing prior to report production for instance.
NOTE: no records are deleted when using the omit button!
Found on tasks lists. Generally used in conjunction with a multiple selection of records. Click to make task settings changes to the currently selected set of records.
Found on tasks lists. Click to verify the current set of records to determine whether they have all the required information to be included on a works order or enquiry.