--- title: "How to navigate Valuekeep CMMS?" slug: "1723559155" tags: ["Settings"] updated: 2026-07-22T14:50:22Z published: 2026-07-22T14:51:04Z canonical: "help.ila.cegid.com/1723559155" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.ila.cegid.com/llms.txt > Use this file to discover all available pages before exploring further. # How to navigate Valuekeep CMMS? - [x] PT - [x] ES --- The interface was designed to make navigation easier and speed up the execution of the most common tasks. Using the various menus, lists, quick actions, and shortcuts available, you can view information, create records, and manage maintenance tasks more efficiently. The platform offers various navigation sections that allow users to quickly access key features, view operational information, and perform day-to-day tasks. --- ## Dashboard The information displayed on the dashboard varies depending on the user's role. In this area, you can view: - Operational dashboards; - Management dashboards; - Requests; - Events; - Work orders; - SLA metrics; - Costs; - Operational insights. You can also view lists of pending requests, events, and work orders. --- ## Main menu The main menu is located on the left side of the interface. This menu allows you to access the different areas of the platform: - **Overview**: allows you to access the home page and dashboards; - **Work**: allows you to view work orders, requests, costs, and preventive maintenance operations; - **Requests**: allows you to view the requests created by the user; - **Assets**: allows you to view locations, equipment, tools, and routes. It also allows you to access the measurements used; - **Parts and Inventory**: allows you to view available parts and warehouses; - **Workshops and Employees**: allows you to view the team’s employees and workshops; - **Suppliers and Customers**: allows you to view suppliers and customers; - **Settings**: allows you to configure platform settings, such as work order categories and the types of emails that can be sent, among other options. This menu also provides access to **quick actions**. **Quick actions** allow you to quickly create some of the platform’s most frequently used records without having to navigate through different menus. The quick actions available on the main menu are: - Create request; - Create work order; - Create location; - Create equipment. --- ## Search The search bar allows you to quickly find information on the platform. To search, follow these steps: 1. Access the search bar (**Search...** field); 2. Enter the desired keyword; 3. View the results displayed. --- ## User area Through the user area, users can access options related to their account and platform preferences. Through the user area, you can: - View subscription users; - Access personal settings; - Change the theme; - Access the Help Center; - Access the Quick Guide; - Manage account data. --- ## Record screens Record screens allow you to create, view, edit, and delete information on the platform. The structure and behavior of these screens are consistent across different record types, making it easy to navigate and perform operations. **Create records** To create a record, follow these steps: 1. Go to the desired **list**, for example, **Work | Work Orders**; 2. Click the **Create** button in the upper-right corner; 3. Fill in the required **fields**; 4. Add **attachments**, if applicable, by clicking the corresponding **icon** (paperclip); 5. Click: - **Save and New**, to save the record and open a new creation form; - **Save**, to save the record and enter view mode. While filling out the form: - The **help** icon (question mark) provides **additional information** about the fields; - The **exclamation mark** icon indicates **required** fields; - The **Reset** button restores the fields to their **initial state** as displayed when the form was opened. **View and edit records** To view or edit a record, follow these steps: 1. Go to the desired **list**, for example, **Work | Work Orders**; 2. Select the desired **record**; 3. Perform one of the following actions: - Click the **pencil** icon directly on the list; - Click **View**, and then click **Edit**. Depending on the record type and user role, you can also: - Change **statuses** (records that can have status transitions include Requests and Work Orders); - View **attachments** by clicking the corresponding icon (paperclip); - Copy **records**; - Perform **additional operations** (such as assigning a technician, reporting labor, or reporting consumption) using the **Operations** button. **Delete records** To delete a record, follow these steps: 1. Go to the desired list, for example, **Work | Work Orders**; 2. Click the desired **record** or click **View** in the record’s row; 3. Click **View**; 4. Click the **delete** icon (trash can). --- ## Lists Lists allow you to view, organize, and manage information on the platform more efficiently. Depending on the selected view, you can search records, sort information, add columns, and export results. In the lists, you can: - Search the contents of different columns; - Sort results by clicking on a column header; - Group columns; - Sort information by column; - Add or remove columns using the gear-shaped button; - Export or print lists in CSV, Excel, or PDF format; - Create records using the **Create** button; - View details of existing records by selecting the record and then clicking the **View** button. --- ## Keyboard shortcuts Valuekeep offers the following keyboard shortcuts to simplify navigation, editing, and record management: **Lists** - **Ctrl + Alt + N**: new entry; - **Ctrl + Alt + V**: view entry; - **Ctrl + Alt + Pg Up**: previous page; - **Ctrl + Alt + Pg Down**: next page; - **Ctrl + Alt + L**: open the selection list; - **Ctrl + Alt + Enter**: select an option from the list. **Transactions** - **Ctrl + Alt + S**: save; - **Ctrl + Alt + R**: reset; - **Ctrl + Alt + N**: create record when the screen is in view or edit mode; - **Ctrl + Alt + E**: switch from view mode to edit mode. **Grids** - **Ctrl + Alt + D**: delete line (alternatively, you can use **Ctrl + Del**); - **Ctrl + Alt + Ins**: insert line above; - **Ctrl + Alt + C**: copy to the end; - **Ctrl + Alt + Pg Up**: previous page; - **Ctrl + Alt + Pg Down**: next page. **Pop-up windows** - **Esc**: close the pop-up window, canceling the current operation. **Navigation** - **Enter**: select the currently highlighted option; - **Ctrl + Alt + M**: go to the root of the menu and open or hide the main menu; - **Ctrl + Alt + Home**: go to the dashboard; - **Ctrl + Alt + F**: go to search; - **Esc**: clear the search text; > [!WARNING] > These keyboard shortcuts may not work in all browsers.