# Find your way around (/docs/get-started/find-your-way-around)

## Home and the account menu [#dashboard-and-navigation]

After sign-in, `/` shows **Apps**: one tile for each module that your role can open. Your initials
at the top right open the account menu:

- **My settings** opens your Factory OS settings, for example your signature.
- **Account and security** (`/account`) opens your profile, language, password, two-factor sign-in
  and sessions.
- **Workspaces** (`/workspaces`) opens the workspaces that you belong to and the members of the open
  workspace.
- **User guide** opens this site in a new tab.
- **Sign out** ends the session on this device.

On a phone, the bottom tabs open **My work**, **Scan**, **Search**, **Notifications** and **More**.

<GuideStep
  title="The account menu on a desktop"
  description="Apps is the home page. Your account, your workspaces and this guide are in the account menu."
  src="/user-guide/dashboard-desktop.png"
  alt="Factory OS Apps page on a desktop with the account menu open: My settings, Account and security, Workspaces, User guide and Sign out"
  width={1440}
  height={1000}
  callouts={[
    { x: 98, y: 3, caption: "Select your initials to open the account menu." },
    { x: 87, y: 34, caption: "Account and security, Workspaces and the user guide." },
  ]}
/>

<GuideStep
  title="The same menu on a phone"
  description="The menu has the same items on every device. The bottom tabs stay at the bottom of the screen."
  src="/user-guide/navigation-mobile.png"
  alt="Factory OS on a phone with the account menu open and the bottom tabs"
  width={375}
  height={812}
  callouts={[
    { x: 90, y: 3, caption: "Your initials open the account menu." },
    { x: 50, y: 97, caption: "The bottom tabs: My work, Scan, Search, Notifications and More." },
  ]}
/>

## Search [#search]

Press Cmd+K on macOS or Ctrl+K on Windows and Linux, or choose the search trigger in the header.
The command dialog searches navigation and the API's allow-listed resources. Select a result to
navigate. Close it with Escape. Search does not expose arbitrary organization or account data.

## Pick a linked record [#pick-a-linked-record]

Fields that point at another record, such as **Machine**, **Mould**, **Product** or **Item**, show a
short line under each choice so you can tell them apart, for example a machine's capacity, area and
status, or a mould's cavities. Once a record is chosen, the details button (i) beside the field
shows its preview card: hover over it with a mouse, or tap it on a phone or tablet. Your form stays
as it is.

<GuideStep
  title="Find a destination quickly"
  description="The command dialog supports typing, arrow keys, Enter, and Escape. API results are limited to approved resources."
  src="/user-guide/search-desktop.png"
  alt="Global search dialog over the desktop dashboard with navigation results and keyboard instructions"
  width={1440}
  height={1000}
  callouts={[
    { x: 64, y: 17, caption: "Type a command or destination into the search field." },
    { x: 64, y: 30, caption: "Choose a result with the pointer, or use the arrow keys and Enter." },
  ]}
/>

## Right-click menus [#right-click-menus]

Right-click a module tile, a menu section, a Go to result or a record number to see **Open**,
**Open in new tab** and **Copy link**. Right-click a row or a card in a list to also see
**Preview**, **Edit**, **Duplicate**, the workflow steps that you can do, **Print traveller** where
the record has one, **Export CSV**, **Copy** for the record number, and **Delete**. Right-click the
top of a record page to see its **Actions** menu and the copy items.

Select several rows, then right-click a selected row or choose **More actions** in the selection toolbar. The menu names the selected count and acts on those records together. It offers only workflow steps shared by every selected record, plus permitted bulk editing, duplication, label printing, copying IDs, CSV export and deletion. Choosing an unselected row clears the previous selection and opens that row’s menu. Related links keep their own link menu.

- On a phone or tablet, touch and hold the item for half a second.
- With a keyboard, move to the item and press Shift+F10 or the menu key.
- A menu shows only what you can do. Each item is also on the screen: the **Actions** button, the
  buttons of the row, or the link.

## Fill in a long form [#fill-in-a-long-form]

Records with many fields open their **Add** and **Edit** form in steps, such as **Basics**,
**More details** and **Review**. Choose **Next** to move on, or choose any step to go back to it.
Fields marked with an asterisk are required before you can leave their step.

A summary of what you have entered sits beside the steps and updates as you type. It lists each
field you filled in, grouped by step, and marks required fields that are still blank as
**Required**. Select a step or a row in the summary to open that step. On a phone or tablet,
choose **Summary** in the form header to see it, and **Back to form** to return. The last step,
**Review**, shows every field before you save.

<GuideStep
  title="See everything you entered"
  description="On a desktop the summary is a column beside the form, grouped by step."
  src="/user-guide/record-form-summary-desktop.png"
  alt="Add machine option form on the Basics step, with the summary column listing the option, product, operation and cycle, and Machine marked Required"
  width={1440}
  height={900}
  callouts={[
    { x: 33, y: 31, caption: "The steps of the form. Choose Next, or a step, to move between them." },
    { x: 73, y: 41, caption: "The summary lists what you entered so far, grouped by step." },
    { x: 73, y: 54, caption: "A required field that is still blank is marked Required. Select it to open its step." },
  ]}
/>

<GuideStep
  title="The summary on a phone"
  description="Choose Summary in the form header; the summary opens over the fields without making them smaller."
  src="/user-guide/record-form-summary-phone.png"
  alt="Add machine option form on a phone with the summary open, showing the Basics and More details steps"
  width={375}
  height={812}
  callouts={[
    { x: 70, y: 5, caption: "Summary opens the summary and Back to form closes it." },
    { x: 50, y: 30, caption: "Select a step or a row to go to that step." },
  ]}
/>

<NextSteps>

<NextStep href="/docs/organizations/create-and-switch" title="Create and switch organizations" description="Create a workspace for your team and switch between the ones you belong to." />

<NextStep href="/docs/account/settings" title="Settings and sign out" description="Update your profile, theme, and installation, and sign out of this device." />

</NextSteps>