Help & Learn2026-10-14

Cynilo Learn at learn.cynilo.io

The industry articles now live on Cynilo Learn at learn.cynilo.io, in the Cynilo look.

• All Learn articles, series and What’s new are on learn.cynilo.io.
• Help → Learn and the More links in Help open learn.cynilo.io.
• Questions: admin@cynilo.io.

Help & Learn2026-08-05

Help Learn tab + What’s new on Learn

Help Learn tab opens Cynilo Learn and shows recent articles. What’s new teasers link to a full chronology on the Learn site.

• Quick links stay short How-tos only — Open Cynilo Learn moved to the Learn tab.
• Learn tab: Open Cynilo Learn, then recently accessed articles (or recently added if none yet).
• Article and FAQ previews stay in Help; More opens the full industry article on Learn.
• Learn → What’s new lists product updates newest-first; Help What’s new shows short teasers.

Deploy2026-08-05

Learn site live + Help drawer redesign

Learn site is live with industry articles. Help Quick links show short How-tos; All guides open Learn; FAQ More detail opens the matching Learn article.

• Custom domain the Learn site hosts R03 article hub (Help Hub card layout).
• Help → Quick links lists short How-to pages under /help/generated/.
• Help → All guides lists Learn industry articles (opens the Learn site).
• Help → FAQ keeps short answers; More detail opens the mapped Learn article.
• Redeploy Learn or ship How-tos? Add another What’s new row at the top of this list.

Assets2026-07-26

Assets register and Asset Data Dictionary

Full asset and component register, driven by a configurable classification dictionary.

• Onboard assets from the Asset Data Dictionary hierarchy, directly, or by bulk CSV import with split locations and automatic ancestor linking.
• Asset and location hierarchy views with expand-to-level, persistent filters, and a synced location map.
• Forward-only lifecycle stages: installation requires a location, end of life locks the record.
• Components can be re-parented, and ad-hoc components promoted into the dictionary.
• Raise an issue, request inventory, or start correspondence directly from asset or component detail.

Forms2026-07-24

Forms — production module

No-code template designer, assignable fields, inbound/outbound distribution.

• Three-panel template designer with free placement, row and column grids, and four component classes including live module-sourced dropdowns.
• Published templates are versioned and immutable for existing instances.
• Forms link to records in any module, or run as General forms with no context.
• Individual fields and checklist rows can be assigned as workflow tasks; both field and task must complete.
• All / Inbound / Outbound views with reject, resend, and forward.

Plant2026-07-22

Plant & Equipment compliance and usage

Compliance-gated assignments, pre-start checklists, service scheduling, utilisation.

• Expired insurance blocks assignment; expired certificates warn by default with an option to hard-block.
• Pre-start checklists run as forms, manually or on a periodic schedule with a named assignee.
• Service and inspection line items link to a workflow or a task; maintenance windows warn about clashing future assignments.
• Usage tab compares actual against ideal targets for utilisation and idle time.
• Strict decommissioning with administrator revive.

Inventory2026-07-20

Inventory — purchase requests to custody

PR approval gate, package receiving with evidence, inspection workflows, custody tracking.

• PR approval gate with a To Approve inbox and quantity adjustment before approval.
• Vendor commitment with cumulative partial finalisations for staged deliveries.
• Package lines set disposition as stocked, rejected, or yet to decide; rejection requires reason plus evidence.
• Material-inspection workflows on package lines with an attached form template.
• Custody by user, batch and lot tracking with expiry, and batched vendor receipt and payment-claim emails.

Vendors2026-07-15

Vendor tendering, quotes and questionnaires

Quote portal, PQQ and EOI portals, contract amendments and requirement levels.

• Vendors respond to quote invitations through a tokenised portal; quotes compare side by side.
• Pre-qualification questionnaires and expressions of interest issued from templates.
• Contract amendments, award dates, requirement codes and levels, and procurement metadata.
• Batch document upload with draft batches and review states.

Site access2026-07-12

Visitor ID verification and permit gate passes

Encrypted ID numbers, verification workflow, QR gate passes on permits and visits.

• Visitor ID numbers are encrypted at rest; reveal is an explicit, audited action.
• ID verification workflow confirms the document was actually sighted, with expiry capture.
• Gate passes with QR codes on both approved permits and approved visits, checkable at a public page.
• Composite permit validity considers dates, prerequisites, and linked inductions together.
• No-show detection and re-approval when key details change on an approved visit.

Documents2026-06-02

Document AI summary & Coach

Generate summaries from PDF/text attachments and get contextual suggestions.

• Document detail → Overview includes an AI summary card when Azure OpenAI is configured.
• Summaries cache per document. Coach pill suggests next actions in context.

Tasks2026-06-02

Unified task inbox

One kanban for standalone tasks and workflow steps.

• Tasks module loads from /api/task-inbox merging workflow and standalone tasks.
• Accept, reject, and complete from the detail modal with optional comments.

Portfolio2026-06-02

Portfolio workflow timers

Average soft/hard completion times across projects.

• Portfolio overview shows pending task KPIs and workflow completion time tables.

Documents2026-06-02

Entity ↔ document linking

Link documents to Issues, RFIs, NCRs, and more from either side.

• Documents list Actions → Link records plus Linked tabs on quality modules.

Documents2026-06-02

Documents folder view polish

Group by metadata with expand/collapse and bulk actions.

• Folder view shares filters and sort with list view. Bulk status and linking supported.

Workflows2026-06-02

Enterprise workflow templates

Super admins publish templates usable on every project.

• Enterprise Admin → E-Workflow Templates. Project catalog + promote to project.

Platform2026-06-20

Help & training library

Full training manuals, FAQ, and reader in new tab.

• Help & resources panel stays fixed size while you work.
• Quick links open How-to previews; All guides open Learn articles.
• FAQ More detail opens the mapped article on the Learn site.