Conform links related records together, so you can follow a chain (an action, to its finding, to the test that raised it, to the unit) without going back to the menu.
What can be clicked
It looks like | It does |
|---|---|
A solid button | Does something: save, move, sign off. |
A small outlined button with an icon | Takes you to a screen or tool: Checklist, Open board, Test Runner. |
A soft teal pill with an icon | Opens one specific record: a unit, control, test, finding, action or checklist. Teal always means "opens that item". |
A small blue arrow button on the left of a row | Opens that row's record on its own page. |
If it looks clickable, it is. Counts on dashboards, items in calendar strips and rows in lists all take you somewhere. Hover over something to see whether it's clickable: it gets a teal edge and lifts slightly.
Rows: summary or open
Click a row to see its summary in the right-hand panel. You stay on the page.
Click its blue arrow to open the record's own page.
Back and the trail
At the top of each page:
"← Back to …" takes you back to where you actually came from, not just the previous page in the browser.
The trail shows the last few pages, for example Board › FND-0003 › Test #41 › Slurry & gases. Click any of them to jump back.
Going back to a board puts the card you'd picked back in the right-hand panel. Choosing something from the left menu starts a new trail.
The trail only covers your current journey. To get back to something you opened an hour ago, use Quick Nav.