1. Navigate the Clarifresh platform
In this tutorial, we will provide a comprehensive first walkthrough of the Clarifresh platform web app. This guide will help you navigate the main features and functionalities ensuring. You get the most out of your experience.
2. Log in
Begin by logging into the Clarifresh platform.
3. User and Password
Set your Email and Password
4. Platform main menu
Once logged in, you will see the main menu, which allows you to navigate between the dashboard reports and specs sections.
5. Sub accounts
For companies with multiple sites, use the company drop down in the main menu to switch between different sites seamlessly
6. Dashboard quick overview
Let's start with a dashboard homepage. The dashboard provides a quick overview of recent inspections and summary activities.
7. Recent inspections
The first view displays cards for the six. Most recent inspections.
8. User activity
Total inspections and user activity is located on the left side, click on the usage report for more details.
9. Overall activity
Overall activity, view, located, in the middle.
10. Overall activity
Displaying the number of inspections for the selected period and sub company.
11. Go to detailed report
For a detailed report. Click on one of the links.
12. Detailed report with a list of inspections
It will take you to report screen with selected product and period.
13. Reports screen
Navigate to the report screen by clicking the reports tab in the main menu.
14. Saved reports
In the report screen, you can call up or build your reports.
Refer to our article on how to build your report for detailed instructions.
How to build your Report15. Inspection name link
Clicking on an inspection name, will take you to the inspection QC report.
16. QC report
Where you can maintain inspection data and share it.
17. Share inspection QC report
As long as the inspection is finished and approved, you can share the final QC report.
18. Spec
Users with a manager role have access to the spec screen where they can tailor the platform and the app to their specific needs.
19. Process
Configuring process for inspection data collection, on mobile app.
20. Standard
And customizing standards to evaluate the inspections.
21. Go to settings
For more personalizations access the settings by clicking your username in the top right menu and selecting settings.
22. Company settings
Here, you can customize your company settings.
23. User settings
Manage your users.
24. More settings
Integrations and more.
25. Thank you
Easy. It's the Clarifresh way.