Home Overview

In this video we are going to walk through an overview of the Home tab. The top of the screen shows you your personalized to do list. This includes any outstanding forms - either forms that have been assigned to you, or forms that you have saved as drafts, any corrective actions or tasks assigned to you, and any of your training and certifications that require action. Items will show up in this area if they require attention within the next 90 days.

The bottom of the screen shows you the Libraries. This includes View History which shows everything that’s been completed in Wombat in chronological order, the Forms Library which contains all digital forms and enables you to create new forms, the Document Library which contains the company’s most current documents and enables you to create new documents, and My Training and Certs which contains all your personal training and certifications records.

When the 'Active Only' toggle in the top right corner of the screen is turned on, your to-do list displays only the tasks currently at your stage in the workflow. Deactivating this toggle will reveal all open items, including those for which your involvement is already concluded and awaiting further actions. If Andy is viewing her active forms, you’ll see she has one Incident Report in draft. If she toggles the filter to all items, you’ll see she has a Hazard Report that is in step 2 of the workflow and requires action by Owen the Owner before it is moved to complete.

The home screen is primarily used for the staff out in the field so they have one screen for everything they need while on a mobile device or tablet.