The navigation menu

The TruRisk Risk Engineer portal uses a fixed sidebar on the left side of the screen for primary navigation, and a top bar that shows your current location on the platform (breadcrumbs) and provides access to search and your profile. The sidebar is always visible and provides one-click access to each main section of the platform:

Section	Description
Home	Dashboard with an overview of surveys in progress, recent recommendations, clients by score, recently visited clients, and recently updated surveys
Clients	Full list of client records, with filters and the option to add or import clients
Surveys	List of all surveys across all clients
Recs	List of all recommendations across all clients and surveys
Activity Library	Templates used for scheduling and managing activities
Change Log	A full audit trail of changes made across the platform
Teams	Manage teams and their members (admin only)
Users	Manage user accounts and roles (admin only)

Top bar

The top bar runs across the top of every page and contains:

Breadcrumb trail — shows your current location in the platform (e.g. Clients → Hartmann Industrial GmbH → Dortmund Main Plant). Each segment is a clickable link so you can quickly navigate back up the hierarchy.
Search — a global search bar for finding records across the platform by name.
User menu — your name and avatar appear in the top-right corner - click here to change your personal preferences or logout.

Getting started

Navigation

Clients & Sites

Surveys

Activities

Access Management

Sidebar

Top bar

​Sidebar

​Top bar

Sidebar

Top bar