Aptli

Getting Started

Welcome to Aptli - an application that simplifies tracking and maintenance of real-world assets, enabling teams to collaborate on complex jobs, deploy standards for representing assets, and provide multiple views on progress, relationships, and network health.

First Steps

1. Login Navigate to your Aptli instance and login with your credentials:

  • Email and password
  • Or OAuth provider (GitHub, Google)
  • Two-factor authentication if enabled

2. Start with a health check

The Dashboard provides live views on fulfillment progress and inventory movements as well as rollups for trends over time.

3. Explore the Interface

Aptli’s interface is organised around four primary domains. Each domain groups together a set of related pages and workflows:

  • Map – view geographic features, tasks, and assignments
  • Work Fulfillment – manage tasks, assignments, reports, and validations
  • Inventory – track stock items, sites, and transactions
  • Administration – manage users, roles, and application settings

4. Explore Your Role What you see depends on your admin rights and role restrictions:

  • Field workers see assignments and create reports
  • Office coordinators manage inventory and work allocation
  • Admins configure users, roles, and system settings

Guided Tours

Aptli includes built-in guided tours that walk you through key pages step by step. Tours auto-start the first time you visit the home page after logging in.

Guided tour tooltip stepping through key pages on first login

If you close a tour by accident, you can replay it any time: open the sidebar navigation and click Start tour (the play button near the bottom of the menu). The button only appears on pages that have a tour, and only when tutorials are enabled.

If tutorials are turned off, you can re-enable them from your profile:

  1. Open the navigation menu and go to My Profile (or navigate to /admin/my-profile).
  2. Click the Tutorials toggle to turn them back on.

Re-enabling tutorials also resets the "already seen" record, so tours will auto-start again on the home page as if it were your first visit.

Key Guides by Role

Field Workers:

  • Mobile – UI designed for tablets or smartphones to capture task updates in the field
  • Work Orders – parts of tasks that have been assigned for execution
  • Reports – documented evidence of work completed

Office Coordinators:

  • Tasks - Plan work with resource requirements. Assign parts of tasks to Move Inventory and complete work. Monitor progress over time.
  • Project Management - Group related work orders into campaigns and track aggregate progress
  • Inventory Management - Monitor inventory balances and allow stock to pass from one site to another

Admins:

Next Steps

Choose your path based on your role:

Field Workers: Start with Mobile PWA

Office Coordinators: Begin with Tasks or Project Management

Admins: Review Authentication and Authorization to understand security model

GIS Teams: Explore Field Operations for map features, layers, and schematics

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