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Navigation Toolbar

Last Updated: February 25, 2026
Document ID: UG-TOOLBAR-001
Version: 1.2

Overview​

Conduit's navigation system includes persistent elements that remain consistent across all pages, helping you move through the application and access key features. This guide covers the Global Header, Left Sidebar, and Navigation Toolbar buttons.

What You'll Learn​

  • Understanding the Global Header components
  • Navigating with the Left Sidebar accordion
  • How to toggle Safe Mode on and off for PHI protection
  • How to access Conduit documentation from within the app
  • How to get help and report issues through the Support Portal

Key Terms​

TermDefinition
Global HeaderTop navigation bar with workspace navigation, client info, and user controls
Left SidebarCollapsible navigation panel with icon-based accordion for major features
Safe ModePrivacy feature that hides Protected Health Information (PHI) from view
PHIProtected Health Information - sensitive client data requiring privacy protection
Support PortalServiceThinking's customer service platform for bug reports and technical support
Client IdentifierDisplay showing client name and MRN (Medical Record Number)

The Global Header appears at the top of every page in Conduit. The header content varies depending on whether you're viewing a Case Page or other module pages.

On Non-Case Pages (Dashboard, Process Insights, Locations, etc.)​

Header displays (left to right):

  1. Hamburger Icon - Opens/closes the Left Sidebar
  2. Dashboard Return Icon - Four polygon/square icon that returns you to Dashboard
  3. Module Name - Text label showing current module (e.g., "Process Insights", "Locations", "Team")

Example: ☰ ◫ Process Insights

💡 Tip: The four-square icon provides quick navigation back to your Dashboard from any module.

On Case Pages​

When you open a client's case page, the Global Header expands to show additional case-specific information:

Left Side Components:

1. Navigation Menu (Hamburger Icon)

  • Opens/closes the Left Sidebar
  • Click to expand or collapse the navigation panel
  • Useful for maximizing screen space when working on cases

2. Workspace/Module Icons

  • Quick access to major Conduit modules
  • Appears to the right of the hamburger menu
  • Allows switching between different workspaces

3. Client Identifier

  • Displays: Client name + MRN (Medical Record Number)
  • Example: "Jane Doe | MRN: 123456"
  • Behavior: Only populates when a client's case page is opened
  • Affected by Safe Mode: Shows only MRN when Safe Mode is enabled

4. Program/Episode Dropdown

  • Shows current program or episode context
  • Click to switch between programs or episodes
  • Useful for multi-program organizations

Right Side Components:

1. User Name

  • Displays the currently logged-in user's name
  • Helps confirm you're using the correct account

2. Episode Version Indicator

  • Shows which version of the workflow/episode is active
  • Important for organizations that iterate on their processes

3. User Avatar

  • Visual identifier for the logged-in user
  • May display profile photo or initials

4. Logout Icon

  • Click to sign out of Conduit
  • Important for security when working in shared environments

💡 Tip: The Global Header adapts to your context—simpler for module navigation, more detailed for case work.

The Left Sidebar provides icon-based navigation to major Conduit features. When viewing a case page, the sidebar also includes a search bar and accordion sections for case-specific information.

Primary Navigation Icons​

The sidebar displays icons for major features (order may vary by organization configuration):

  • Dashboard - Home icon, access to My Overview and My Caseload
  • Cases - Briefcase icon, view all cases and filter options
  • Process Insights - Chart icon, analytics and reporting
  • Locations - Map pin icon, location management
  • Team - People icon, team member directory
  • (Additional icons based on your organization's setup)

Click any icon to navigate to that feature.

Case Page Accordion (Case-Specific)​

When you open a case page, the Left Sidebar displays additional sections organized as an icon-based accordion:

Icon Navigation Order:

  1. Tasks - Checklist icon
  2. Health Record - Medical cross icon
  3. Documents - File icon
  4. Team - People icon
  5. Activity - Clock icon

Search Bar:

  • Appears at the top of the accordion (when on case pages)
  • Allows quick search within the current case
  • Filters tasks, documents, or other case content

How Sections Work:

  • Click an icon to expand that section
  • One section open at a time - Opening a new section closes the previous one
  • Content displays in the Main Content Area when a section is selected
  • Active section is highlighted with a different background color

Tasks Section​

Displays:

  • All tasks for the current stage
  • Task filters: Open, Closed, All
  • Task progress indicator (e.g., "2 / 5" tasks complete)

When accessed: Opens task list in Main Content Area

Also appears in: Right-Side Context Panel when working on tasks (automatically displayed)

Health Record Section​

Displays:

  • Electronic Health Record (EHR) data
  • Demographics information
  • Key Dates

When accessed: Opens full EHR view in Main Content Area

Also appears in: Right-Side Context Panel split view (bottom section) when working on Outcome, Checklist, Due Date, or Document Upload tasks

For details, see Health Record Guide

Documents Section​

Displays:

  • All case documents
  • Upload and preview capabilities
  • Document templates

When accessed: Opens full document management view in Main Content Area

Also appears in: Right-Side Context Panel split view (top section) when working on Outcome, Checklist, Due Date, or Document Upload tasks

For details, see Documents Guide

Team Section​

Displays:

  • Team members assigned to the case
  • Roles and responsibilities
  • Contact information

When accessed: Opens team view in Main Content Area

Activity Section​

Displays:

  • Case activity log
  • Task completions
  • Stage transitions
  • Document uploads
  • All timestamped actions on the case

When accessed: Opens activity history in Main Content Area

💡 Tip: The Left Sidebar accordion provides quick navigation between different aspects of a case. Use it to switch between reviewing tasks, checking documents, and viewing health records without losing your place.

The three buttons appear at the bottom of the left navigation bar, below the main navigation icons (Dashboard, Process Insights, Locations, etc.):

1. Safe Mode Toggle (Shield Icon)​

Icon: Shield with diagonal slash (Safe Mode Off) or Green outlined shield with plus (Safe Mode On)

Purpose: Quickly hide or show Protected Health Information (PHI) to protect client privacy.

Location: Bottom of left navigation bar, first of three buttons

How to use:

  1. Click the shield icon at the bottom of the navigation bar
  2. A dialog box appears showing your current Safe Mode status
  3. Read the status message and click the button to toggle

When Safe Mode is OFF (shield with slash):

  • Dialog shows: "Safe Mode (Off)"
  • Message: "You are not in safe mode. This means all PHI you have clearance to view is visible. You may enable safe mode by pressing the button below."
  • Button: "Turn on Safe Mode"

When Safe Mode is ON (green shield with plus):

  • Dialog shows: "Safe Mode (On)"
  • Message: "You are currently in safe mode. This means all PHI is hidden. You may disable safe mode by pressing the button below."
  • Button: "Turn off Safe Mode" (or similar)

What happens when enabled:

  • Client names are replaced with Client ID (e.g. MRN) throughout the application
  • Case cards, tables, and case pages all hide client names
  • You retain access to all other case information

When to use Safe Mode:

  • Presenting your screen in meetings or training sessions
  • Working in public or shared spaces
  • Demonstrating Conduit to someone without proper clearance
  • Any time you need to show the system without revealing client identities

💡 Tip: Safe Mode affects only what you see on your screen. Other users are not affected by your Safe Mode setting.

For detailed information: See Safe Mode Guide

Icon: Newspaper

Purpose: Quick access to Conduit's user guide and documentation from within the application.

Location: Bottom of left navigation bar, second of three buttons

How to use:

  1. Click the newspaper icon at the bottom of the navigation bar
  2. The Conduit Documentation site opens (this website you're reading now!)
  3. Browse the user guide for help with features and workflows

What you'll find in the docs:

  • Step-by-step guides for all Conduit features
  • Troubleshooting tips and FAQs
  • Best practices and workflows
  • Quick reference materials

💡 Tip: Bookmark the documentation site for quick access outside of Conduit.

3. Help / Support Portal (Question Mark Icon)​

Icon: ? (Question mark)

Purpose: Report bugs, request technical support, or ask questions through ServiceThinking's official support system.

Location: Bottom of left navigation bar, third of three buttons

How to use:

  1. Click the ? icon at the bottom of the navigation bar
  2. A new browser tab opens to the Conduit Service Portal
  3. First-time users: Create an Atlassian account
    • Click Sign up or Create account
    • Use your organization email address (the same email associated with your Conduit account)
    • Follow the prompts to verify your email and set a password
  4. Returning users: Log in with your Atlassian account credentials
  5. Select your request type:
    • Report a Bug - Technical issues or unexpected behavior
    • Technical Support - Help with using Conduit features
    • Other Questions - General inquiries

Conduit Service Portal: https://servicethinking.atlassian.net/servicedesk/customer/portal/1

💡 Tip: Use the same email address for your Atlassian account that you use to log in to Conduit. This helps the support team associate your requests with your Conduit account.

What to include when reporting an issue:

  • What you were trying to do - Describe your intended action
  • What happened instead - The error or unexpected behavior
  • Steps to reproduce - How to make the issue happen again
  • Screenshots (if applicable) - Visual documentation of the issue Case ID or Client ID (if relevant) - Helps support team locate your data -->

Response times:

  • Critical issues: 2-4 hours during business hours
  • Standard support: 1-2 business days
  • General questions: 2-3 business days

💡 Tip: Check the FAQ before submitting a support request - your question may already be answered!

Common Use Cases​

Protecting Privacy in Meetings​

Scenario: You need to share your screen during a team meeting to discuss workflow processes.

Solution:

  1. Click the shield icon at the bottom of the navigation bar
  2. Enable Safe Mode to hide all client names
  3. Share your screen - client identities remain protected
  4. Disable Safe Mode when the meeting ends

Getting Quick Help​

Scenario: You encounter an error message you don't understand.

Solution:

  1. Take a screenshot of the error (if visible)
  2. Click the ? icon at the bottom of the navigation bar
  3. Select "Technical Support" in the Service Portal
  4. Describe the issue and attach your screenshot
  5. Submit the request and await response from support team

Checking Documentation During Work​

Scenario: You're unsure how to complete a specific task type.

Solution:

  1. Click the newspaper icon at the bottom of the navigation bar
  2. Use the search function in the docs to find "task" or the specific task type
  3. Review the Task Management guide
  4. Return to Conduit to complete your work

Tips & Best Practices​

💡 Safe Mode:

  • Remember to turn off Safe Mode when you're done with sensitive work
  • Safe Mode only affects your view - it doesn't prevent data access or edits
  • Use Safe Mode proactively when screen sharing or in public

💡 Documentation:

  • Keep the docs open in a separate tab for quick reference
  • Use Cmd/Ctrl + K to search the docs quickly
  • Check the documentation before submitting support requests

💡 Support Portal:

  • Be as specific as possible when describing issues
  • Include case examples when relevant (support can access your data securely)
  • Follow up on your support tickets if you need updates

Frequently Asked Questions​

Q: Does Safe Mode log me out or affect my work?​

A: No, Safe Mode only hides client names from your view. You remain logged in and can continue working on cases normally. All functionality remains available.

Q: Will enabling Safe Mode affect other users in my organization?​

A: No, Safe Mode is per-user. Each person controls their own Safe Mode setting independently. Your colleagues will still see client names even if you have Safe Mode enabled.

Q: Can I access the Support Portal directly without clicking the icon?​

A: Yes! You can bookmark the Service Portal URL: https://servicethinking.atlassian.net/servicedesk/customer/portal/1

Q: What if I can't find an answer in the documentation?​

A:

  1. Check the FAQ for common questions
  2. Use the search function in the docs (top of page)
  3. If still stuck, use the Support Portal (? icon) to submit a question

Q: How do I know if Safe Mode is on or off without clicking the icon?​

A: Look at the shield icon:

  • Shield with diagonal slash = Safe Mode is OFF (PHI visible)
  • Green outlined shield with plus = Safe Mode is ON (PHI hidden)

You'll also notice if client names are showing as Client ID (e.g. MRN) in your case lists.