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CORE GUIDE TOPIC · projects

About these instructions

This reader standardises presentation, not the entire procedure library. The original instructions, version labels and warnings are retained. Some topics describe the local Windows hub or earlier interface labels. They must not be read as proof that all desktop setup, imports or recovery work is available in the hosted browser.

The full wording, hosted/local scope, native Help and PDF review remains on the development list. Use only company-approved operational procedures; viewing Help does not approve a checklist, release equipment or verify work.

On this page 2 sections
  1. Use a smaller project-selection window
  2. What the phones see

User instructions

Choose and manage projects

A separate workspace for each job or project

  1. Open Wavelink Admin and choose a project. Sign in with an enabled Administrator account belonging to that project.
  2. Use Projects → New project… to create a separate workspace. Enter its name and choose a new or empty data folder. Open the project and create its first administrator.
  3. To use a folder already on this PC, choose Add existing folder… and select the folder containing that project’s saved data.
  4. To change projects, synchronise or export phone work first. Choose the project and select Open selected project. Confirm the switch. The current hub stops; sign in to the other project, then start its server.

Every project has its own checklists, logs, inventory, toolbox talks, accounts, departments and settings. An administrator in one project does not automatically have access to another. A project name in a job record is descriptive; it does not move that record into another project database.

Use a smaller project-selection window

The project list scrolls while the action buttons stay visible at the bottom. When the window is narrow, the buttons move into two rows. Resize or maximise the window for a larger list; restoring it keeps the controls accessible.

Select a project and choose Open selected project, or press Enter while the project list has focus. Use Tab to move between controls and Space to activate a focused button. Cancel or Esc closes the chooser without changing projects. Larger text can increase the minimum window size so labels remain readable.

What the phones see

The active project is named below the phone header. When a different project appears at the same address, the phone blocks automatic submission and shows Keep saved work & switch project. Review the change and sign in again. The previous project’s local work stays separately saved in that browser.

A missing project folder is not replaced with an empty database. Reconnect its drive or choose an available project. Your old combined history remains in its original project; it is not automatically divided into projects.

For a saved project handover across all current workspaces, use Projects → Export — choose contents… and choose Complete project or a supported selection. The preview lists current workspaces and required dependencies. Read Export and import project workspaces before sharing; original-file and private-history permissions are not a filter on the exported database.