Basic Navigation Guide

Overview

This guide will help you navigate MartialFlow efficiently, regardless of your role. Learn the actual interface layout and navigation patterns based on the system's implementation.

Main Navigation Structure

MartialFlow uses a clean, organized navigation system with the following main sections:

Primary Navigation Menu

The main navigation provides access to these sections:

• Overview - Role-based dashboard with analytics
• Analytics - Business intelligence and metrics
• Forms - Create, update, and delete entities
• Dashboards - Detailed views and verification workflows
• Tables - List views of all entities
• Communications - Messaging system
• Settings - User profile and system configuration

Detailed Navigation Sections

Overview Section

Your main dashboard and analytics hub

• Role-Based Dashboard - Director or Instructor view
• Group Selection - Choose instructor groups to focus on
• Analytics Integration - Embedded charts and metrics

Analytics Section

Business intelligence and data insights

• Student Status Trends - Track student progression over time
• Churn Metrics - Student retention and loss analysis
• Conversion Metrics - Trial to full student conversion rates
• Trial Analytics - New student acquisition tracking
• Filtered Views - Filter by groups, clubs, or classes

Forms Section

Create, update, and delete system entities

Entity Creation (Create)

• Students - Add new students
• Classes - Create class schedules
• Customers - Add family accounts
• Awards - Create achievement categories
• Belts - Set up belt ranking system
• Products - Add equipment/merchandise
• Groups - Create instructor groups
• Schools - Add school locations
• Clubs - Create club/branch locations
• Users - Add system users (Director only)

Entity Updates and Deletion

• Update - Modify existing entity information
• Delete - Remove entities from the system

Dashboards Section

Detailed views and verification workflows

• Customer Details - Individual customer information
• Customer Verification - New customer approval workflow
• Student Details - Complete student profiles
• Student Attendance - Individual attendance tracking
• Student History - Progress and achievement history
• Class Details - Class information and management
• Class Verification - Class completion approval
• Grading Details - Belt testing information
• Grading Verification - Promotion approval workflow
• Group Dashboard - Instructor group management

Tables Section

List views of all system entities

• Students - Complete student list with search/filter
• Classes - All classes with scheduling information
• Customers - Family account listings
• Customer Verification - Pending customer approvals
• Awards - Achievement and recognition listings
• Belts - Belt ranking system overview
• Gradings - Belt testing records
• Parents - Parent/guardian contact information
• Products - Equipment and merchandise catalog
• Groups - Instructor group listings
• Schools - School location management
• Users - System user management
• Clubs - Club/branch location listings

Communications Section

Messaging and template management

• Send Messages - Create and send communications
• Communication History - View past messages
• Template Manager - Create and manage message templates

Settings Section

User profile and system configuration

• Profile Settings - Personal information and contact details
• Appearance Settings - Theme selection (light/dark mode)
• Password Settings - Change account password
• MFA Settings - Multi-factor authentication setup

Navigation Patterns

Entity List Navigation

Most entities follow a consistent pattern:

Tables Interface

1. Navigate to Tables - Main entity list views
2. Select Entity Type - Students, Classes, Customers, etc.
3. List View - See all entities with search and filter
4. Create Button - Add new entities (+ icon)
5. Edit/Update - Modify existing entities
6. Delete - Remove entities (role-dependent)

Forms Interface

1. Navigate to Forms - Entity creation and management
2. Choose Action - Create, Update, or Delete
3. Select Entity - Choose what type to work with
4. Complete Form - Fill in required information
5. Save Changes - Submit the form

Dashboard Navigation

Different dashboard views based on your role:

Role-Based Views

• Director Dashboard - Complete business overview
• Instructor Dashboard - Teaching-focused view
• View Toggle - Switch between perspectives (Directors/Admins)

Group Selection

• Instructor Groups - Filter dashboard by specific groups
• Group Dashboard - Navigate to Dashboards → Groups for detailed group view

Verification Workflows

Some entities require verification:

Customer Verification

1. Tables → Customer Verification - See pending customers
2. Customer Details - Review customer information
3. Approval Process - Verify and approve new customers

Class and Grading Verification

• Class Verification - Approve completed classes
• Grading Verification - Approve belt promotions and testing

Mobile and Responsive Design

Responsive Design

MartialFlow is designed for all devices:

• Mobile Responsive - Adapts to all screen sizes
• Touch-Friendly - Optimized for mobile interaction
• Cross-Platform - Works on desktop, tablet, and mobile

Mobile Navigation

• Responsive Layout - Interface adapts to screen size
• Touch Targets - Buttons sized appropriately for touch
• Mobile Optimization - Simplified interface for smaller screens

Navigation by User Role

Director Navigation

Directors have complete system access:

• All Sections Available - Overview, Analytics, Forms, Dashboards, Tables, Communications, Settings
• User Management - Can create and manage user accounts
• Full Analytics - Complete business intelligence access
• All Entity Management - Create, update, delete all entities

Administrator Navigation

Administrators have broad operational access:

• Most Sections - Overview, Analytics, Forms, Dashboards, Tables, Communications, Settings
• Entity Management - Create, update, delete most entities
• Limited User Creation - Cannot create user accounts
• Full Analytics - Complete business intelligence access

Instructor Navigation

Instructors have focused, limited access:

• Basic Sections - Overview (instructor view), limited Forms, Dashboards (Groups), limited Tables, Communications, Settings
• Group Dashboard - Special access to Dashboards → Groups
• Limited Entity Access - Restricted based on role permissions
• Teaching Focus - Interface optimized for instructor workflows

Navigation Tips and Best Practices

Efficiency Tips

1. Learn the Entity Patterns - Tables for lists, Forms for creation, Dashboards for details
2. Use Role-Based Views - Switch between Director and Instructor dashboards as needed
3. Bookmark Frequent Entities - Direct links to commonly used Tables sections
4. Understand Verification Workflows - Some entities require approval steps
5. Explore Group Dashboards - Instructors should check Dashboards → Groups

Organization Tips

1. Tables for Lists - Use Tables section to see all entities of a type
2. Forms for Creation - Use Forms section when adding new entities
3. Dashboards for Details - Use Dashboards for detailed views and verification
4. Settings for Configuration - Keep your profile and preferences updated
5. Communications for Messaging - Centralized location for all communication needs

Role-Specific Tips

1. Directors - Explore all sections to understand full system capabilities
2. Administrators - Focus on Tables and Forms for daily operations
3. Instructors - Make use of the Group Dashboard feature
4. All Users - Customize appearance settings for better experience

Troubleshooting Navigation Issues

Common Problems and Solutions

Cannot Access Certain Sections

Solution: Check your user role permissions - some sections are role-restricted

Group Dashboard Not Available

Solution: Ensure you're assigned to an instructor group, navigate to Dashboards → Groups

Entity Creation Restricted

Solution: User creation requires Director role; other restrictions may apply

Missing Entities in Lists

Solution: Check company context and role permissions - you may only see entities within your scope

Browser Compatibility

MartialFlow works on modern browsers:

• Chrome - Recommended for best performance
• Firefox - Fully supported
• Safari - Supported on Mac and iOS
• Edge - Supported on Windows

Performance Tips

For optimal experience:

1. Stable Internet - Ensures proper data loading and updates
2. Modern Browser - Keep browser updated for best performance
3. Clear Cache - If experiencing issues, clear browser cache

Next Steps

Now that you understand navigation:

1. Setting Up Your School Profile - Configure your school settings
2. Inviting Your First Users - Add team members to the system
3. Start with basic entities:
   • Student Management - Learn to manage students
   • Class Management - Set up and manage classes

Getting Help

For navigation assistance:

• Review your user role in Settings → Profile to understand access levels
• Check the specific section guides for detailed workflows
• Ensure you're in the correct company context for multi-school setups
• Contact support if you cannot access expected features

Understanding MartialFlow's navigation structure helps you work efficiently with the role-based, multi-company system!