Help & Reference
How to Read This Guide
How each page is laid out, and why you can't break anything by exploring.
You can't break anything
The reassuring bit first. Wattle is built to be safe to explore:
- Most actions can be undone, and anything serious asks "are you sure?" first.
- Clicking around to see what a button does is completely fine. Looking is harmless.
- Changed your mind halfway through? Close the window or press Cancel. Nothing is saved until you say so.
So poke around. The worst that usually happens is you close something and start again.
How each page is laid out
Most pages have the same four parts, in the same order:
| Part | What it's for |
|---|---|
| Common tasks | A table of "I want to… / Do this". One row per job, with the path in arrow form: Patients → New Patient → Create. This covers most of what you'll ever need |
| Walk-throughs | Click a heading to expand it. Only for the handful of tasks that carry a real decision |
| Gotchas | The things that genuinely trip people up on that screen. Worth a skim before you need them |
| Related | Where to go next |
Read the table first. If a row is enough, you're done - that's the point of it. Expand a walk-through only when you want the detail.
If a button is missing
Usually one of two things, and neither is your fault:
- Permissions. Some actions are limited to certain staff. See Your team & permissions.
- Optional features. A few parts of Wattle are switched on per clinic. Pages for those say so at the top.
The quick test: can a colleague with a different role see it? If yes, it's permissions. If nobody can, it's not switched on for your clinic.
When you're stuck
Troubleshooting & FAQ covers the cross-cutting problems, the Glossary explains any word, and Buttons & symbols decodes the icons.
Welcome aboard.