.. include:: ../variables.rst About This Guide ================ .. figure:: /images/banners/hospitalbuilding.jpg :align: center |br| This |APPNAME| guide is written for two audiences: **general users** — the people who run audits, read reports, and watch the dashboards — and **network administrators** responsible for deploying and maintaining the |APPNAME| server. It covers deployment guidelines, the overall system architecture, and the web management interface. A glossary of terms is included in the Appendix. The guide is organised by workflow rather than by technology, so you can jump straight to the task you are working on — starting a session, building a report, configuring a facility — without having to read the chapters in order. Other Help Formats ------------------ If you would prefer a PDF version of this help, please contact |SUPPORTEMAIL| and we will send you the latest build. Notation Conventions -------------------- |APPNAME| pages follow a handful of simple conventions so that the same kind of information always looks the same, no matter which topic you are reading. Spending a minute with the legend below will make the rest of the guide quicker to skim. Admonitions ^^^^^^^^^^^ Coloured callout boxes highlight short pieces of information that sit outside the main prose. |APPNAME| uses six of them, each for a specific purpose: .. note:: A **note** provides additional information that is not essential to understanding the topic but may be helpful for readers who want more detail. .. tip:: A **tip** points out a faster, easier, or less obvious way of doing something you have just read about. .. hint:: A **hint** offers a suggestion, a pointer to further reading, or a clue about why a detail matters. .. warning:: A **warning** flags a limitation, caveat, or side effect to be aware of before you use a feature. .. error:: An **error** describes an error message or error condition you might see in |APPNAME|, and what it usually means. .. attention:: An **attention** box draws the eye to a topic that is easy to overlook, or illustrates a point that deserves emphasis. UI Conventions ^^^^^^^^^^^^^^ When a topic refers to something on the screen, the typography tells you what kind of thing it is: * ``Double-backtick text`` is used for **UI labels** — button names, field names, menu items, column headings, and the exact text of options in a drop-down. The text inside the backticks matches the label on screen, capitalisation included. * :blue:`Blue text` is used for **menu paths**. A menu path is read left to right through the sidebar, for example *"go to :blue:`Reports` | :blue:`Report Groups`"*. * **Bold text** is used for short emphasis on a new term the first time it appears, or for a key word in a bulleted list. * *Italic text* marks a quoted message, an example phrase, or placeholder text you are expected to replace with your own value. Typographic Conventions ^^^^^^^^^^^^^^^^^^^^^^^ The rest of the typographic rules used in the guide: * **Substitutions** — product, company, and contact details are injected from a shared variables file, so a brand change ripples through every page without a manual search. Throughout the guide, |APPNAME| always means the main product, |AUDITSOFTWARE| the auditing client that runs in the field, and |SUPPORTEMAIL| / |SALESEMAIL| our inboxes. * **Code blocks** — multi-line commands, JSON, SQL, or other verbatim content appears in a monospaced box with its own background colour, for example: .. code-block:: text https://siteid.cphs.cloud/index?doc=... * **Keyboard shortcuts** — individual keys are shown in plain text (for example, press Enter), and chorded shortcuts join keys with a ``+`` (for example, ``Ctrl+S``). * **Screenshots** — every UI topic has a screenshot above the prose that describes it, captured in light mode at the current |APPNAME| version. If a screenshot drifts from what you see on your screen, the help has fallen behind the product — please let us know at |SUPPORTEMAIL|. Cross-References ^^^^^^^^^^^^^^^^ Cross-references are rendered as clickable links in blue. When you click a cross-reference, you jump to the page or section it names and your browser's back button brings you back to where you were. The glossary in the Appendix is cross-referenced from every term that uses it, so you can always jump out to a definition and back without losing your place.