Tools Center

Video Walkthrough

What This Page Solves

Organize high-frequency tools so staff can launch routine workflows quickly and consistently.

Roles and Estimated Time

• Roles: all staff (configured by admin)
• Time: 3-8 minutes

Entry

Tools tab -> Quick Tools

Before You Start

• Confirm your account can edit tool layout.
• Agree on must-keep shortcuts for daily operations.
• Confirm obsolete shortcuts can be removed safely.

Steps

1. Action: Open Tools and review section groups (Inventory Management, Hygiene & Safety, Utilities). Expected: Staff can locate each target tool within one screen.
2. Action: In Quick Tools, add core shortcuts used every day (for example Tool Inventory, Consumables, Timer). Expected: Critical tools are reachable from the quick area.
3. Action: Tap each added shortcut and verify the target screen opens (for example Tool Inventory, Timer, Color Mixer, Palette Extractor). Expected: Every shortcut performs a valid navigation.
4. Action: Remove low-value or duplicate shortcuts in edit mode to reduce clutter. Expected: The quick area shows only high-frequency actions.
5. Action: Ask one teammate to complete a common task using only Quick Tools. Expected: They can find and open the required tool in under 30 seconds.

Acceptance Checklist

• At least 2 verified shortcuts are available in Quick Tools.
• Team members can locate a needed tool in about 30 seconds.
• Removing shortcuts does not block core workflows.

Key Notes

• Save layout changes before leaving edit mode.
• If a tool is configured but hidden, check role and visibility permissions.

FAQ

A tool is missing for some staff.

Check role permissions and whether the shortcut is visible to that role.

Shortcut click does nothing.

Refresh the page and verify the linked route is still active.