Home screen tour

Home screen tour

After you log in and sync, you'll land on My Crewdox — your home screen. Here's what you'll find.

Welcome banner
Shows your name and today's date, so you can confirm you're logged in to the right account.

Quick Actions
Shortcuts to the things you'll do most often:

  • New Form – opens the Forms screen. Tap + New form to start a new one. See Starting a new form.
  • Upload Document – add a document from your iPad, camera or Files.
  • My Records – view your personal records and certificates.
  • My Courses – see the courses assigned to you and continue where you left off.

In Progress
Anything that needs your attention appears here. For example, Expired records shows how many of your records are out of date. Tap the row to see the list and take action.

The menu
Tap the icon in the top-left corner to open the main menu. From here you can:

  • See your organisation's logo at the top.
  • See your name and role(s) underneath, and tap the gear icon to open your settings.
  • Move between the main areas of the app, such as My Crewdox, Upload document, Forms, Signatures, Events, Courses and Attendance.
  • Tap Sync now at the bottom to update your data. The Last sync time underneath tells you when the app last exchanged data with the server — if it's been a while, sync before you start work.
  • Check the app version number in the bottom-left corner. Support may ask for this if you report a problem.

Tap anywhere outside the menu, or tap again, to close it.

Note: The menu items and Quick Actions you see depend on your access type. If an area mentioned in this guide isn't shown, you don't have access to it — contact your administrator if you think you should.

Tip: Quick Actions and the menu go to the same places — use whichever is faster. Some areas, such as Signatures, Events and Attendance, are only available from the menu.