Quick Start Guide

tags: guide

This guide will help you get started with Nimbly quickly.

What is Nimbly?

Nimbly is a comprehensive platform for conducting audits, managing quality control processes, and tracking performance across your organization. It helps businesses streamline operations, ensure compliance, and drive continuous improvement.

Getting Started

1. Account Setup

• Ensure you have received your login credentials from your administrator
• Download the appropriate app for your platform:
  • [iOS App Store Link]
  • [Android Play Store Link]
  • [Web Application Link]

2. First Login

1. Open the Nimbly application
2. Enter your email address and password
3. If this is your first login, you’ll be prompted to change your password
4. Complete your profile information

3. Navigation Basics

The main navigation includes:

• Dashboard: Your personalized overview
• Schedule: View and manage upcoming audits
• Forms: Access audit templates and checklists
• Reports: View and create analytics reports
• Issues: Track and manage identified issues
• Settings: Configure your preferences

4. Your First Audit

1. Go to the Schedule section
2. Find your assigned audit or create a new one
3. Select the appropriate checklist template
4. Complete the audit questions and observations
5. Add photos or notes as needed
6. Submit the completed audit

5. Viewing Reports

1. Navigate to the Reports section
2. Select from available report templates
3. Set date ranges and filters
4. Generate and view the report
5. Export or share as needed

Key Features by Role

Role	Key Features to Explore	Role Guide
Account Holder	Organization Management, System Configuration, Advanced Access Controls	View Details
Admin	User Management, Form Builder, Data Visibility Rules	View Details
Supervisor	Team Performance, Issue Management, Scheduling	View Details
Auditor	Offline Mode, Photo Attachments, Issue Reporting	View Details
LMS Admin	Course Creation, Content Management, Learner Assignment	View Details
Learner	LMS Courses, Certification Tracking, Self-directed Learning	View Details

Next Steps

After getting familiar with the basics, explore these resources:

• Detailed role guides
• Feature documentation