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Navigating the Oriyent Dashboard: Overview of Key Sections

A quick guide to Forms, Maps, Data, and Template Designer — and how to move between them.

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Written by Jordie Webb
Updated over 10 months ago

Summary

Quickly understand how to navigate Oriyent’s main dashboard tabs: Forms, Maps, Data, and Template Designer — each built for specific workflows.


Keywords

dashboard overview, navigation, forms tab, map tab, data view, template builder, Oriyent UI, project workspace


Overview

The Oriyent dashboard is divided into four core areas — each purpose-built for a distinct part of your inspection workflow. This guide gives a quick orientation based on the structure shown in the demo videos, so you can move confidently between the sections without confusion.


Forms Tab

Designed for structured access to all active forms, this tab allows for quick form lookup without relying on map navigation.

  • Search by asset or template

  • View progress per form

  • Primarily used when exact form names or asset IDs are known


Map Tab

The visual interface for GIS-driven project tracking.

  • Auto-generates asset pins from your uploaded data

  • Colors reflect progress (see Map View article for details)

  • Supports creating Collections by drawing around assets

  • Recommended for real-time spatial monitoring

As shown in your demo, map colors update live based on form completion. Collections like “PAPI lights” can be created and tracked as their own zones.


Data Tab

This is your asset management hub.

  • Create and manage Data Groups

  • Import assets and assign templates

  • View asset-linked forms and generate QR codes

  • Key workspace for initial setup and admin management

In your demo, this is where you bulk assign templates to over 1,000 entries and manage inspection file links.


Template Designer

Where you build and customize inspection forms.

  • Add or edit fields (yes/no, dropdowns, static text, etc.)

  • Toggle field behaviors like required, timestamp, and location

  • Upload files for use in inspections (e.g., light manuals, site plans)

  • Preview the final form layout before publishing

In the demo, you showed how enabling timestamps and location tracking ensures that inspections are performed correctly on-site and in real time.


Navigating Efficiently

  • Use the top navigation bar to switch tabs anytime

  • Switch between projects using the dropdown (top-left)

  • System auto-saves changes when moving between tabs

  • Each tab is designed to work independently — you’re never locked into one workflow

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