Overview (What & Why)
Purpose: OpsAssist is an operations management platform that centralizes workflows, data, and collaboration across your organization.
Audience: This guide is designed for new users, including admins, coordinators, and field staff, accessing OpsAssist for the first time.
Outcome: By the end of this article, you’ll understand how to navigate OpsAssist, identify app types, and begin using it effectively to manage operational tasks and data.
Prerequisites
Before getting started, ensure the following:
You have a registered OpsAssist account.
You are logged in to the platform.
You have been assigned the appropriate permissions by an administrator.
Step-by-Step Instructions
Navigating the Interface
Log in to access the OpsAssist Dashboard.
Use the main navigation bar at the top of the screen.
Click your user initials (top right) to open the dropdown menu.
Select Profile, Settings, or Log Out as needed.
Open the Apps section to view available applications.
Click an app card to enter that workspace.
Use the left sidebar to explore app-specific features.
Access Global Search (top bar) to quickly locate records or forms.
First Steps After Login
Go to your Profile → update your details and preferences.
From the Dashboard, open Apps to see those available to you.
Select an app to explore its views (e.g., forms, grids, or floor plans).
Click Create or New to add records or data (if permitted).
Open Settings to adjust preferences or review organization settings.
Click the Notification icon to review platform updates.
Use the Intercom chat for help or additional guidance.
Platform Overview
OpsAssist provides a flexible, app-based environment for managing your organization’s operational workflows. Teams can:
Build and customize applications to suit their needs.
Collect and analyze data through structured forms.
Visualize facilities and assets via interactive floor plans.
Automate workflows to reduce manual effort.
Collaborate in real time with team members.
Work offline with automatic data syncing once reconnected.
App Types
OpsAssist includes four core app types, each tailored to different workflows:
Blueprint
Create interactive floor plans and spatial visualizations for facility management, asset tracking, and space planning. Upload layouts, add markers, and link data to specific areas.
Forms
Design and manage custom data collection forms with flexible field types and validation rules. Ideal for inspections, incident reporting, and checklists.
Intake
Manage incoming requests like work orders or service submissions. Track items through multiple stages with status updates, file uploads, and workflow automation.
Audit
Conduct inspections and compliance checks using templates. Track findings, generate reports, and maintain historical audit records for accountability.
Examples / Use Cases
Facility Manager: Uses the Blueprint app to visualize equipment layouts and plan maintenance routes.
Operations Coordinator: Reviews and assigns service requests in the Intake app.
Quality Assurance Specialist: Performs compliance inspections using the Audit app.
Field Technician: Completes inspection forms offline using the Forms app.
Tips & Best Practices
Explore all app types to understand their use before beginning work.
Bookmark frequently used apps for quick access.
Set notification preferences early to stay informed.
Consult your team lead or admin if unsure which app to use.
Learn keyboard shortcuts to navigate efficiently.
Review organization-specific materials provided by your administrator.
Troubleshooting
Can’t see an app? Confirm you have the correct permissions assigned.
Missing data or records? Refresh your browser or check your filters.
Can’t create new entries? Verify that your role includes creation rights.
Experiencing sync issues? Check your internet connection — OpsAssist auto-syncs once online.
Support & Contact
Still need help? Reach out through the Intercom chat and we’ll respond as soon as we can.