Overview
Diversity Sync’d uses a left navigation menu, top navigation bar, quick search, and page-level tabs to help users move through the platform.
The options shown may be different for each user depending on their assigned role and permissions.
Use the Left Navigation Menu
The main navigation menu is located on the left side of the screen.
Use this menu to open the main areas of the platform.
Main sections may include:
Dashboard
Roster
Registers
Shift Notes
Storage
Cora Chat
Leave
Improvements
Staff
Participants
Sites
Finance
Invoicing
Reports
Child Safety
Admin
Use Quick Search
At the top of the left navigation menu, there is a Quick Search field.
Use Quick Search to find pages or tools faster without scrolling through the menu.
For example, you can search for pages such as:
Roster
Storage
Participants
Reports
Admin
Open the Dashboard
The Dashboard is usually the first page users see after logging in.
The Dashboard may show:
Welcome message
Current date and timezone
Shift information
Clock On button
Announcements
Pinned notices
Profile or account reminders
Use the Dashboard to quickly view important updates and start common actions.
Use the Operations Section
The Operations section contains tools used for day-to-day work.
This section may include:
Registers
Shift Notes
Storage
Cora Chat
Leave
Improvements
Use these pages to manage operational records, messages, documents, leave requests, and improvement items
Use the People & Places Section
The People & Places section is used to manage staff, participants, and locations.
This section may include:
Staff
Participants
Sites
Use this section when you need to view or manage people and service locations.
Use the Finance & Admin Section
The Finance & Admin section contains finance, reporting, safety, and administration tools.
This section may include:
Finance
Invoicing
Reports
Child Safety
Admin
Use this section to manage financial records, invoices, reports, child safety items, and admin settings.
Open Expandable Menu Items
Some navigation items may have an arrow beside them.
Click the arrow to expand the menu and view additional pages.
For example, the Child Safety section may expand to show extra pages such as:
Reconciliation
Reportable Conduct
Use the Top Navigation Bar
The top navigation bar appears across the top of the screen.
It may show:
Current page name
Global search
Calendar or shortcut icon
Notifications
User avatar or initials
More options menu
Use the top navigation bar to search, check alerts, or access account-related options.
Use Page Tabs
Some pages include tabs near the top of the page.
For example, the Dashboard may include:
Shifts
Completed Shifts
Click a tab to switch between different views on the same page.
Use the User Profile Area
The user profile area appears at the bottom of the left navigation menu.
This area shows the logged-in user’s name or initials.
It may also include access to profile settings or account options.
Important Notes
Some users may not see every navigation item.
The pages available to each user depend on their assigned role and permissions.
If a user cannot see a page, an administrator should check the user’s role permissions in Admin > Roles.
The layout may look slightly different depending on screen size, theme, and user permissions.
If a Page Does Not Load
If a page does not load after clicking a navigation item:
Refresh the browser.
Wait a few seconds and try again.
Check the internet connection.
Click the navigation item again.
Contact an administrator if the issue continues.