Getting Started for Users

Articles

Logging In
The ReadiNow platform is completely web based. To access the platform you will need: computer, tablet or mobile phone up-to-date web browser internet connection the URL  for your ReadiNow tenant your credentials (username and password) The...
Landing Page
The first page you reach after logging in is your landing page.   The exact contents of your landing page will depend on what your administrator has configured for you.  Below is an example of a landing page. Sample Landing Page User men...
Navigation
Key areas of the ReadiNow page layout are as follows: User menu - the user menu contains the following functions from left to right: Administration mode (the spanner icon, which appears only for users with the administrator role) Applicatio...
Reports
Reports are used to list a set of records and to access the forms of individual records. The screenshot presents an overview of basic capabilities when viewing a report. Action menu bar allows you to create new records, activate Inline Editing ...
Inline Editing
Editing a record directly from a report is possible with inline editing. Editing inline on a report To edit inline on a report: Navigate to a report with records that you want to edit. Note: this can be a report in navigation area, a report on ...
Charts
Charts are based on Reports and are used to visualise the data in the report. The screenshot presents an overview of basic capabilities when viewing a chart. Chart data: select any segment of a chart to drill down to the underlying data Chart ...
Forms
Forms are the main way to view and edit data. Forms are based on an object and have two modes: View Mode - Fields are read only Edit Mode - Fields are editable To build forms, see Form Builder . View Mode The screenshot presents an overview ...
Screens
Screens are used to combine multiple reports, forms and charts onto a single page. To build screens, see Screen Builder . Sample Screen ...
Calendar
Calendars are based on Reports and are used to visualise the data in the report. The screenshot presents an overview of basic capabilities when viewing a Calendar. Page icon and title Refresh and create new Record Quickly change the Calendar ...
Changing Password
You can change your password at any time.  To change your password:  Navigate to the User Menu in the top right corner Select the User Account icon.  The menu appears. Select   Change password . The Change password dialog appears. Type the o...
Using Global Search
Boost your productivity and find information quickly and easily with Global Search. This article explains how to perform basic and advanced searches so you can get more done in your day.
Browser Support
ReadiNow is a web based product. Users require an Internet browser and Internet connection. The currently supported browsers are listed below: Vendor Platform Browser Version Google Windows Chrome Versions up to 12 months old...
Training
ReadiNow offers both o nline  and instructor-led platform training for various levels. It is recommended that any user undertaking in an administration or configuration activity completes the appropriate ReadiNow training course.  Participants rec...