The Recordbase Home Window is the landing page you arrive at when you first sign in. From here you can access the many features and functions of Recordbase.
Finding your way around
Use of these menu items is detailed where relevant throughout this guide.
The window is divided up into five main areas:
- The top banner provides you with a client search, access to the Help Guides and the Sign-out button.
- The second banner shows you who you are signed in as, the New Referral, New Account and New Incident buttons.
- The middle area shows a list of recently viewed Clients
- The right-hand side gives you a list of enabled KPI's and Notifications should you be using the MyRecord feature.
- Menu items located on the left-hand side of the page allow you to access the different functional areas of Recordbase.
These include:
- Dashboard.
- Calendar
- Activities
- Tasks
- Schedule
- Our People
- Clients
- By Team
- Client Reports
- Group Activities
- Allocated Hours
- Our Organisation
- Health and Safety
- Account Management.
- Insights
- Elite Reports
- My Graphs
- Administration
- Settings
- Users and Roles
- Extracts
- eReferrals
Simply click a menu item to view the relevant area of Recordbase.
Access to navigation menus are based upon your user account. Depending on your role and responsibilities, you may not have access to all the menu items outlined above. Some organisations have also amended the naming of their tabs from the above. Consult your internal Recordbase user champion for more information.