Platform Navigation

Learn how to navigate SOPHIOS efficiently and find what you need quickly.

Main Navigation

SOPHIOS uses a sidebar navigation layout for quick access to all major features.

Sidebar Menu

The main sidebar on the left contains all primary navigation:

Global Asset Selector

One of SOPHIOS’s most important features is the Global Asset Selector in the top navigation bar.

How It Works

1. Current Selection: Shows the currently active asset
2. Switch Assets: Click the dropdown to select a different asset
3. Context Changes: All data (invoices, budgets, crew, etc.) updates to show the selected asset

Multi-Asset View

Some screens offer a “All Assets” option to view consolidated data across your entire portfolio:

• Dashboard (overview mode)
• Reports & Analytics
• User management

Top Bar Controls

The top navigation bar contains global controls:

Left Side

• ☰ Menu Toggle - Show/hide sidebar
• Asset Selector - Switch between assets
• Search (⌘K / Ctrl+K) - Global search across all data

Right Side

• Notifications 🔔 - Alerts and reminders
• Help ❓ - Context-sensitive help
• User Menu 👤 - Profile, settings, logout

Search Functionality

SOPHIOS offers powerful global search:

Accessing Search

• Keyboard Shortcut: ⌘K (Mac) or Ctrl+K (Windows/Linux)
• Click: Search icon in top bar

What You Can Search

• Invoices - By vendor, number, amount
• Employees - By name, position, department
• Equipment - By name, type, status
• Budgets - By name, period
• Documents - By filename, type

Search Tips

Common Navigation Patterns

Creating New Records

Most modules follow a consistent pattern:

1. Navigate to the module (e.g., “Invoices”)
2. Click ”+ New [Item]” button (top right)
3. Fill in the form
4. Click “Save” or “Create”

Viewing Details

List View → Detail View pattern:

1. Click any item in a list
2. View full details in a side panel or dedicated page
3. Edit by clicking “Edit” button
4. Return to list with back button or close (×)

Filtering & Sorting

Most list views offer filtering and sorting:

Filters:

• Date Range - Filter by specific time periods
• Status - Filter by item status
• Category - Filter by expense category
• Department - Filter by department (for crew)

Sorting:

• Click column headers to sort
• Click again to reverse order
• Look for sort arrows (▲▼)

Page Layouts

SOPHIOS uses several consistent layout patterns:

Dashboard Layout

• KPI Cards at the top - Key metrics at a glance
• Charts in the middle - Visual data representation
• Recent Activity at bottom - Latest transactions or changes

List + Detail Layout

Common in most modules:

• Left Side: List of items (invoices, crew, equipment)
• Right Side: Detail panel showing selected item
• Actions: Top right of detail panel

Wizard Layout

Used for multi-step processes (payroll, setup):

• Progress Indicator at top - Shows current step
• Step Content in center - Current step form
• Navigation Buttons at bottom - Back/Next/Submit

Mobile Navigation

SOPHIOS is fully responsive for mobile devices.

Mobile Menu

On mobile/tablet:

• ☰ Menu - Opens as a drawer from the left
• Asset Selector - Full-screen dropdown
• Bottom Navigation (optional) - Quick access to key features

Mobile-Specific Features

• Swipe Gestures - Swipe list items for quick actions
• Touch-Friendly Buttons - Large tap targets
• Collapsible Sections - Tap to expand/collapse

Keyboard Shortcuts

Power users can navigate faster with keyboard shortcuts:

Global Shortcuts

Navigation Shortcuts

List View Shortcuts

Breadcrumbs

SOPHIOS uses breadcrumbs to show your current location:

Home > Guides > Financial > Invoices > INV-001

• Click any level to jump back
• Current page is not clickable
• Automatically updates as you navigate

Notifications Center

Stay informed with the notifications panel:

Accessing Notifications

Click the 🔔 bell icon in the top bar to open the notifications panel.

Notification Types

• 🔴 Critical - Urgent actions required (overdue maintenance, payroll approvals)
• 🟡 Warning - Attention needed (document expiry, budget thresholds)
• 🟢 Info - General updates (new features, system messages)

Managing Notifications

• Mark as Read - Click individual notification
• Mark All Read - Button at top of panel
• Filter - Show only unread or specific types
• Settings - Configure notification preferences

Context-Sensitive Help

Every screen in SOPHIOS has context-aware help:

Help Button (❓)

Click the help icon in the top bar to:

• View help for current screen
• Access relevant documentation
• Watch tutorial videos
• Open live chat support

Tooltips

Hover over any field label or icon to see:

• Field Description - What the field is for
• Expected Format - How to fill it in
• Examples - Sample values

Quick Actions

Many list items support quick actions without opening details:

Action Menus

• Three-dot menu (⋮) on list items
• Common actions: Edit, Delete, Duplicate, Export
• Keyboard: Select item and press A for actions menu

Bulk Actions

Select multiple items to perform bulk operations:

1. Checkbox Selection - Click checkboxes on list items
2. Bulk Action Bar appears at top
3. Choose Action - Delete, Export, Change Status, etc.
4. Confirm - Execute action on all selected items

Customizing Your View

Table Columns

Customize which columns appear in list views:

1. Click Column Settings icon (usually top right)
2. Toggle columns on/off
3. Drag to reorder columns
4. Settings are saved per user

Density Control

Adjust list density for your preference:

• Compact - More items, less whitespace
• Default - Balanced
• Comfortable - More whitespace, larger text

Dark Mode

Toggle between light and dark themes:

• User Menu → Appearance → Dark/Light/Auto
• Auto mode follows system preference

Navigation Best Practices

1. Use the Asset Selector - Always verify the correct asset is selected
2. Keyboard Shortcuts - Learn shortcuts for frequently used actions
3. Search First - Use ⌘K to find things quickly instead of clicking through menus
4. Breadcrumbs - Use breadcrumbs to navigate back instead of the browser back button
5. Customize Views - Hide unused columns and adjust density for your workflow
6. Bookmark Common Pages - Use browser bookmarks for pages you visit frequently
7. Learn the Wizards - Multi-step wizards (like payroll) save progress automatically

Troubleshooting Navigation Issues

Page Not Loading

1. Refresh the page (⌘R / Ctrl+R)
2. Clear browser cache
3. Check asset selector - ensure an asset is selected
4. Verify permissions - you may not have access

Can’t Find a Feature

1. Use global search (⌘K)
2. Check your user role permissions
3. Verify asset selection
4. Contact support if still not found

Unexpected Behavior

1. Check browser console for errors (F12)
2. Try a different browser
3. Clear cookies and cache
4. Report to support with screenshot