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User Guide

Collection of resources and instructions designed to help users understand and navigate the platform. Includes step-by-step guides, best practices, and general usage information.

Dashboard

1. Hub

2. Drug and Alcohol

3. Reports

4. Settings

5. Notifications

Dashboard

Dashboard

1. Purpose of the Dashboard The Dashboard provides a summary of key operational indicators for the selected organization and year. It displays high-level information used for monitoring annual activity. 2. Year Selector A dropdown located at the t...

Release Notes & Version Control

This section provides a complete record of all changes made to the platform, including new features, improvements, internal optimizations, and bug fixes. Each release is documented with its date, scope, and technical details to ensure full traceability of deve...

Release Notes & Version Control

Release Notes & Version Control

Version 4.6.0 – Release Date: 07/17/2026 New Features: VERIPORT Integration Module: Full implementation of the VERIPORT integration, exposing public endpoints without JWT restrictions, introducing a dedicated integration list table with filters, bypassing X...

MIS

3. Reports

Report Generator

3. Reports

Smart Report

3. Reports

Smart Reports - User Documentation

3. Reports Smart Report

Table of Contents Introduction Smart Reports List Creating a Smart Report Basic Configuration Report Execution Schedule Columns Configuration Scheduling Filters Workflow Scenarios Validations and Restrictions Download and Email Functionalit...

Import Employee Configuration

4. Settings

Overview The Import Employee Configuration feature allows administrators to configure how employee data is mapped and imported from Excel files. This configuration defines which columns in your Excel file correspond to which employee attributes in the system,...

Access Management

4. Settings

The Access Management module is responsible for managing users, roles, and permissions within the portal.  This section is used to manage each user's access and privileges according to their assigned role. 

Permissions

4. Settings Access Management

The Permissions section shows a detailed list of all the permissions available on the portal, indicating which ones are active and which ones are disabled.  IMPORTANT: If you want to create a new permission, you must notify the person in charge of NEXUS admin...

Roles

4. Settings Access Management

In the Roles section, you can create, edit, and list the roles that exist in the system.  To create a role, you only need to provide the name and code. The code must be written in uppercase letters, and spaces must be replaced with underscores (_).  📝 No...