Using Quick Access Applications & Quick Actions

Quick Access Applications let you jump straight into a specific task (like "Assign Vendor" or "Live Auction") in one click from the home dashboard, while Quick Actions are reserved for support-related tasks (Feedback, Complaint, Report Bug, Integration requests) that you might need regardless of which module you're working in.

Detailed walkthrough — Quick Access Applications:

1. From any module's home screen, locate the Quick Access Application panel (usually the largest panel on the left side of the dashboard, below the KPI bar).
2. Each card in this panel represents one specific sub-screen — for example, in the Purchase Requisition module you'll see cards for Open PR, Assign Vendor, Request for Quotation, Quotation Comparison..., Live Auction, Purchase Requisition... (History), Rejected PR, and Sourcing List.
3. Every card has a short description underneath its title explaining exactly what it's for (e.g., "Assign suitable vendors to raised purchase requisitions").
4. Click anywhere on the card, or the small chain/share icon in its top-right corner, to open that screen directly — this behaves the same as clicking the equivalent tab at the top of the page.
5. The badge near the panel title (e.g., "8 Apps") is a live count of how many shortcuts exist for your role in that module — useful for confirming you're seeing everything you're entitled to.

Detailed walkthrough — Quick Actions:

1. Locate the Quick Actions panel, typically on the right side of the dashboard, next to Quick Access Applications.
2. You'll see four consistent icons: Feedback, Complaint, Report Bug, and Integration... (integration requests).
3. Click the relevant icon based on your need:
   • Feedback — general suggestions or experience comments about the portal or a process.
   • Complaint — a specific operational issue (e.g., a vendor dispute, delayed shipment).
   • Report Bug — a technical glitch or error in the system itself.
   • Integration — a request related to connecting external systems or data sources.
4. Fill out the short form that appears and submit — this routes your request to the appropriate internal team without leaving your current screen.

Practical tip: Because both panels are role-based, don't assume every user sees the same set of cards — a Purchase Head may see 8 apps while a Gate Security user sees only 2 or 3 relevant to their job.

How this differs across modules (real examples):

• The Vendor Registration & Approval home dashboard shows only 3 Apps: Vendor Registration, Vendor Approval, and Registration Form Update Request.
• The Purchase Requisition/RFQ to Order home dashboard shows 8 Apps, reflecting the larger scope of that module.
• The Visitor Management home dashboard shows 4 Apps: Active Visits, Approved Visits, Rejected Visits, and Visitor History.

Frequently Asked Questions

What's the fastest way to raise a complaint about a vendor without navigating menus? 

Use the Quick Actions → Complaint shortcut directly from any module's home dashboard — it's designed precisely to avoid extra navigation.

Do Quick Access Application cards open in a new tab or the same window? 

They open within the same portal session, typically replacing the current view with the selected screen, just like clicking the corresponding top tab.

Can I pin or reorder Quick Access cards? 

Currently, card order and visibility are determined by your role configuration rather than manual customization.

What happens after I submit a "Report Bug" request? 

It is logged and routed to the technical/support team for investigation; status updates are typically communicated back through notifications or the Feedback & Complaints module.

Is there a limit to how many Feedback or Complaint entries I can submit? 

There's no practical limit — the system is designed to capture every genuine issue rather than restrict submissions.

Why does the number of "Apps" differ between modules I use?

It simply reflects how many distinct sub-screens exist within that specific module and are permitted for your role — larger modules like Purchase Requisition naturally have more shortcuts than smaller ones like Vendor Registration.