Dashboard Intro
Tag Browser has two main screens — one for choosing a project, one for working inside it. The Accounts Page is where you start after signing in, and the Project Dashboard is where you do your day-to-day work.
The Accounts Page
Section titled “The Accounts Page”After signing in, the Accounts Page lists every project you have access to. Select a project and click Open to enter it.
| Element | Description | |
|---|---|---|
| A | Top Bar — global navigation, help, and user settings | |
| A1 | Hamburger menu | Opens the Recent Projects panel for quick navigation. |
| A2 | Ex-Online logo | Click to return to the Accounts Page from anywhere. |
| A3 | Scheduled Jobs | Opens the Scheduled Jobs page for background tasks. |
| A4 | Help | Opens help, tutorials, and downloads. |
| A5 | User Menu | Profile, preferences, and log out. |
| A6 | Current User | Shows who is currently signed in. |
| B | Orange Bar — switch accounts and view your projects | |
| B1 | Account selector | Switch between accounts you belong to. |
| B2 | PROJECTS tab | Lists projects in the selected account. |
| C | Toolbar — actions for the selected project | |
| C1 | Open button | Opens the selected project into the Project Dashboard. |
| D | Grid — lists your projects and lets you select one to open | |
| D1 | Green circle icon | Click to open the Project Info Panel for that project. |
| D2 | Project grid | Lists every project you have access to — click a row to select it. |
The Project Dashboard
Section titled “The Project Dashboard”Select a project and click Open to reach the Project Dashboard. The EQUIPMENT tab is shown by default — this is where you’ll browse tagged items, inspections, defects, and more.
| Element | Description | |
|---|---|---|
| A | Top Bar — global navigation, help, and user settings | |
| A1 | Hamburger menu | Opens the Recent Projects panel for quick navigation. |
| A2 | Ex-Online logo | Click to return to the Accounts Page from anywhere. |
| A3 | Scheduled Jobs | Opens the Scheduled Jobs page for background tasks. |
| A4 | Help | Opens help, tutorials, and downloads. |
| A5 | User Menu | Profile, preferences, and log out. |
| A6 | Current User | Shows who is currently signed in. |
| B | Orange Bar — switch between data tabs and access project settings | |
| B1 | Project Name | Shows the current project. Click the circle icon to open the Project Window. |
| B2 | EQUIPMENT | Tagged items — the default view. |
| B3 | ASSOCIATED EQUIPMENT | Related or secondary devices. |
| B4 | DOCUMENTS | Project documents and attachments. |
| B5 | DEFECTS | Defect records. |
| B6 | ACTIONS | Corrective actions. |
| C | Toolbar — select, edit, export, and add items for the active tab | |
| C1 | Toolbar buttons | Buttons change per tab — see each tab’s reference page for details. |
| D | Grid — data rows for the active tab | |
| D1 | Green circle icon | Click to open a detail window for that item. |
| D2 | Grid area | Paginated list with inline editing — click a row to select it. |
Next Steps
Section titled “Next Steps”Ready to get hands-on? Continue with Your First Inspection — a tutorial that walks you through selecting equipment, downloading a work pack, and uploading results.
For detailed descriptions of every element on these screens, see the Accounts Page reference and the Project Dashboard reference.
