Workspace and navigation

TL;DR. The side nav is the map of your management system, the top bar holds the org switcher, global search, notifications, and theme, and My Workspace plus My Tasks are your personal inboxes.

The layout

+----------+-----------------------------------------------------------------+
|          |  [Org switcher]        [Search] [Help] [Theme] [Bell] [Avatar]  |
|  Side    +-----------------------------------------------------------------+
|  nav     |                                                                 |
|  (links) |                Page content (varies)                            |
|          |                                                                 |
+----------+-----------------------------------------------------------------+

Side nav

The nav lists only the modules your org has enabled (see Modules and presets). With everything on, the full set is:

• Overview: Dashboard, My Tasks, Rules, Organizations, Sites
• Standards: Library, Regulatory Changes, SoA (ISO 27001), Scoping, Gap Analysis
• My stuff: My workspace
• Structure: Departments, Processes, Documents, Attestations, Templates, Approval chains
• Implementation: Controls, Evidence, Equipment, Chemicals (SDS), Permits (PTW)
• Operations: Audits, Certification, Findings, Incidents, Complaints, CAPA, Change (MoC), Records
• Planning: Context (COTO), Vendors (TPRM), Training, Objectives & KPIs, Risk Register, Continuity (BCM)
• Insight: Reports, Management Review, AI Approvals, AI Dashboard
• Admin: Settings, Module Store

Click Collapse at the bottom to free up horizontal space; you get icons only.

Top bar

• Org switcher (left). The current org name. Click to swap orgs. The selection persists across reloads.
• Global search. The search icon opens an omnisearch box. Type two or more characters and it queries every enabled register (audits, findings, CAPAs, risks, incidents, documents, processes, vendors, chemicals, permits, complaints, training, changes, equipment, regulatory items). Click a result to jump straight to it. Details in Global search.
• Help icon. Opens this help center.
• Theme menu. Light / Dark / System. Org admins also see a 12-color brand swatch grid that changes the primary color for every user in the org.
• Notifications bell. Shows an unread badge. Click for a dropdown of notifications with relative times, mark-read controls, and links to the underlying record. Details in Notifications.
• Avatar. Profile, Sign out.

Dashboard and Executive view

Dashboard is the landing page: counts and shortcuts for the active org. From it, the Executive view button opens the executive dashboard: a single health grade (A to E) plus attention tiles across every enabled module. Use it for management meetings and quick status checks.

My Workspace

The personal "home". It renders only the things that need you:

• Pending approvals. Documents and processes awaiting your sign-off.
• Departments I lead. Departments where you are the head.
• Processes I own. Processes whose owner is you.
• Documents I own. Documents whose owner is you.

Every tile is clickable and navigates straight to the relevant detail page.

Realtime. Workspace listens for changes on processes, documents, approvals, and memberships. New approvals show up as soon as a chain is materialized against you.

My Tasks

My Tasks is the to-do list CompStack maintains for you. Tasks are raised automatically from due dates across the system (CAPA due, evidence expiring, certification visits coming up, vendor reviews due, training due, and more) and by workflow rules if that module is on. Full guide: Task Center.

URL structure

CompStack is a single-page app: every page has a deep link. The most used:

Detail pages append the record id, for example /capa/<id>.

Cross-org guard. If you paste a URL for an item that does not belong to your active org, the page rejects it with a "Wrong organization" message. Switch orgs first via the top bar chip.

Module guard. Routes for disabled modules redirect away. If a deep link bounces you to the dashboard, check Settings > Modules.

AI Copilot drawer

The Copilot is a side drawer that opens contextually from buttons like:

• Draft CAPA on a finding
• Suggest controls on a requirement
• Generate checklist on an audit
• Draft report on an audit
• Build a module with AI on a standard

Inside the drawer:

• A chat for free-form questions about the entity.
• Inline action buttons the AI may show (for example "Approve & create CAPA").
• Proposed actions queue into the AI Approval Center at /ai/approvals. Review them, approve, and the artifact is created with a link back to the proposal so you can see where it came from.

See the full AI Copilot guide.

Realtime and when to refresh

Most detail pages auto-refresh when their underlying row changes. The following pages are wired:

• Workspace
• Process detail, Document detail, CAPA detail, Audit detail, Finding detail
• CAPA board

If a page does not auto-refresh (some list pages still need a manual Refresh click), that is a known gap. See Known gaps.

Test it

• Side nav links land on the right page.
• Disable a module in Settings > Modules. Expected: its nav entry disappears and its route redirects away.
• Org switcher persists across reload.
• Global search for a known document title returns it and clicking the result opens the document.
• The bell shows an unread badge after an event that notifies you, and "mark all read" clears it.
• Workspace tiles are clickable.
• Theme menu shows the 12-color swatch grid for org admins, hides it for non-admins.
• Pasting a URL for a different org's item shows "Wrong organization".