Navigating the Application
Common UI patterns and controls used throughout the TransportechAI platform.
This page explains the common interface elements you will encounter across all modules.
Sidebar Navigation
The sidebar is your primary navigation tool. It shows the current module and all available sections. Sub-menus automatically expand when you navigate to a section within them.
Module Selector: The dropdown at the top of the sidebar lets you switch between modules (e.g., Finance, HR, Fleet, Dispatch) if you have access to multiple modules.
Status Tabs
Most list pages have status tabs at the top of the table for filtering records by current status.
| Element | Description |
|---|---|
| All | Shows all records regardless of status |
| Status-specific tabs | Filter to show only records with that status (e.g., Pending, Approved, Rejected) |
Click any tab to filter the table. The active tab is highlighted in blue.
Search
A search input is available on most list pages, typically located above the table on the right side.
- Type at least 2 characters to start searching
- Search typically matches against names, descriptions, or reference numbers
- Results update as you type
Table Pagination
Tables with many records are paginated. At the bottom of each table:
| Control | Description |
|---|---|
| Page numbers | Click to jump to a specific page |
| Previous / Next | Navigate one page at a time |
| Items per page | Change how many records are shown per page (default: 10) |
| Total count | Shows the total number of matching records |
Common Actions
Creating a Record
Most modules provide a Create or Add button in the top-right area. Clicking it opens a form.
Fields marked with an asterisk (*) are required. The form cannot be submitted until all required fields are filled.
Viewing Details
Click any row in a table to view its details. Some modules open a detail drawer (a panel that slides in from the right), while others navigate to a full detail page.
Editing a Record
From a detail view, look for the Edit button. Some fields may not be editable depending on the record's current status.
Deleting a Record
Delete actions are available from the detail view or via the actions menu (three dots icon). Most deletions are soft deletes — the record is archived rather than permanently removed.
Deleted records cannot be restored through the user interface. Contact your administrator if you need to recover a deleted record.
Approval Workflows
Several modules (Expenses, Reimbursement, Fines, Loans, Leave, Attendance) use an approval workflow:
- A record is created with Pending status
- An authorized user reviews and either Approves or Rejects the record
- Approved records proceed to processing
- Rejected records include a reason for rejection
The specific status options vary by module — see each module's documentation for details.
Date Range Filtering
Some pages, especially dashboards and reporting views, provide a date range picker to filter data for a specific time period.
CSV Export
Where available, an Export button allows you to download table data as CSV. Look for the export/download icon near the search or filter controls.