Find your way around the AutomatedOn site
Once you've signed in, every AutomatedOn page has a sidebar on the left with links to everything you can view. Your organisation's name appears at the top of the page.
Steps
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Open the dashboard
Select Dashboard at the top of the sidebar to see every process that has run, its last result and when it will next run.
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Browse processes, data sources and rules
Below the dashboard link, the sidebar has headings for Processes, Data Sources and Rules. These mirror the folders in your back office.
- Select a name to open its page.
- Select the arrow next to a name to expand or collapse the items inside it. The arrow only expands; it doesn't open the page.
- Names shown in grey text, such as a data source, are groups with no page of their own. Expand them to find the pages inside, such as its datasets.
The page you're on is highlighted, and the groups that contain it open automatically.
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Read the help articles
If your organisation has help articles, they're listed further down the sidebar, under a dividing line.
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Use the links at the bottom
At the bottom of the sidebar:
- Members see Change password and Sign out.
- Back-office users see Settings, which opens the back office, and Sign out.
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On a phone or small screen
The sidebar is hidden to save space. Select the menu button (three lines) at the top right to open it, and the close button to hide it again.
What happens next
Most pages are split into tabs, such as Overview, Preview and Referenced By. Select a tab name to switch between them.