Coolfire Core

USER QUICKSTART GUIDE

Welcome to Coolfire Core

Coolfire Core is a digital workspace where teams organize, coordinate, and execute on their daily operations. Core was built to improve individual and team coordination, productivity, and information sharing by providing entire teams with a real-time common operational picture.</9>

HOW TEAMS USE CORE

COMMUNICATION

TASK MANAGEMENT

LOCATION & MAPPING

FILE SHARING

VISIBILITY

Getting Started

Before logging in, the Coolfire Core account owner must invite you to the workspace. If you do not have a pending Core email invite, contact your account administrator before continuing.

1. Download the Coolfire Core App

Coolfire Core is available in the Apple Store or with Google Play. The minimum system requirements: iOS 12 or Android 7.1.

Coolfire Core Product Shots

2. Register via User Registration Email

Check your inbox for a message with the name of your Workspace and a link to register.

This link is only valid for 24 hours and registration must be done via a desktop computer.

Using Core

After setting up your account, you are ready to log in to Core. This guide is intended for an overview of base Core functionality. Your account administrator may have adjusted images, labels, and colors– giving you a different view.

1. Initial Log In

Open the Coolfire Core app on your desktop or mobile device with your Username and Password. If you cannot log in, request a Password reset by clicking Can’t Log in.

2. Once you have logged in, choose a Network.

Networks allow teams to organize their work into manageable groups based on criteria such as locations or clients.
Note: If you don’t see a Network, contact your account administrator to set them up.

3. Now on your Home screen, you can review your Sessions for this Network.

Home provides an organized view of Sessions in this Network. To return to this screen at any point, click on the Sessions tab in your left Navigation Bar.

4. Sort your Sessions to identify those which you have open Tasks

Sessions have three categories: In Progress, To Do, and Completed. A Session appears in the To Do category when a User has an open Task. Click on the sub-menu to sort your Sessions.

Sessions will help you manage your daily work. Here you will find all Tasks, Chat, Maps, and Attachments for this project.

5. Click on a Session to view its details and see the Latest Updates.

Sessions collect information about a project from the time it is opened until it is closed. The most recent messages, files, and activity for any Session is quickly viewable in the Latest Updates panel.

6. Click on a Task within the Session to see its details and take action.

Teams manage their workflow with Tasks, which are “To Do” items with clear objectives, process, timing, and owners. Users can create, assign, and claim Tasks.

Some Tasks require the completion of specific Forms. Enter the required data into each open field and hit Submit to complete that portion of the Task.

When a Task is complete change its status and drag and drop the Task to the Completed column.

7. Send messages to Members of a Session or with individual Users.

Chat can be with one person or a group. Click on all Users you want to include in a Chat. Find a User by typing their name in the Search Bar.

Active Users on the Network will have a small green dot next to their User icon. Once a Chat is open, Users can send Attachments such as documents, pictures, video, and audio.

8. Locate Users and Session activity via Maps

Find a Location on a Map by directly typing in an address or by searching for an address in the Search Bar.

Users, Locations, and Session activity will appear as an icon on the Map. Click on an icon to view the details.

9. Adjust your personal information, notifications, and preferences in Settings

Additional Resources

ENABLE BUSINESS AGILITY

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