Orbit documentation

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Home

Getting started

Signing in
Navigating Orbit
Your profile and security

Basic use (day-to-day work)

Dashboard
Clients
Cases
Follow-ups and tasks
Appointments
Recurring appointments
Staff
Employers
Job postings
Job applications
Events
Public submissions
Documents and files
Notifications

Advanced use

Data imports

CSV imports: concepts
CSV import walkthrough
Import templates
Import recipes
Import troubleshooting

Reporting

Reports overview
Custom reports
Report delivery: email and schedules

More

Classification and matching (NOC & NAICS)
Staff workload and availability
Public portal

Workflows (end-to-end processes)

Workflow: client intake to first appointment
Workflow: job placement
Workflow: running an event
Workflow: onboarding existing data (multi-step import)
Workflow: month-end reporting

Administration

Administration overview
Users and access
Roles and permissions
Sites
Staff management (administrators)
General settings and terminology
Definitions (dropdown values)
Forms and the form builder
Scheduling settings and resources
Notification settings
Classification settings (NOC / NAICS policy)
Documents settings
Integrations
Audit logs
Licensing and features

Platform (Overseer)

Overseer overview
Provisioning tenants
Tenant management
Superadmins and security

Operations (IT and developers)

Installation
Configuration
Background worker
Backups and migrations
API
Testing and documentation screenshots
Extending Orbit (developers)

Reference

Permissions reference
Import field reference
Definition sets reference
Form field types reference
Emails, limits and timeouts
Glossary

/assets/screenshots/

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