Customizing the Action Center in Ontraccr
📄 Customizing the Action Center in Ontraccr
The Action Center in Ontraccr’s mobile app gives users quick access to high-priority tasks and tools. Through customization, you can control exactly what appears in the Action Center for each user role, streamlining their mobile experience.
🧭 Where to Access Action Center Settings
- Go to Settings.
- Click Customization.
- Select Action Center.
🎛 What You Can Customize
You can configure which Action Center items are visible for each user role. The available toggles include:
| Action Center Item | Description |
|---|---|
| Forms Viewed | Shows recently viewed forms |
| Manual Forms | Allows launching forms manually |
| Form Submissions | Displays recent form submissions |
| Clock | Access to time clock functionality |
| Schedule | View field schedule |
| Board Cards | See project board tasks assigned to them |
| Hide Board Cards | Suppresses board task view (use if irrelevant for role) |
| Tasks | Task-specific action area |
| Equipment | Equipment assigned or nearby |
| Time Cards | Access to time card entries and submission |
🛠️ How to Configure Action Center Per Role
- In the Action Center customization screen, choose a user role (e.g., Site Foreman, Project Manager).
- Toggle each item on or off depending on what that role should see.
- Changes apply immediately for users in that role.
🧪 Use Case Example
For a Field Technician:
- Enable: Clock, Manual Forms, Schedule, Tasks
- Disable: Board Cards, Form Submissions, Equipment (if not applicable)
For an Admin or PM:
- Enable: Forms Viewed, Form Submissions, Board Cards, Time Cards
✅ Tips and Edge Cases
- Hide Board Cards acts as an override—useful for roles where task boards are irrelevant.
- Keep Role-Based Needs in Mind: Think about what each role actually does on-site and customize accordingly.
- Test Mobile Experience: After configuring, log in with a test account for that role to preview the Action Center changes.