After your first sign-in, Safety Software displays the First project guide widget on the Dashboard. Its purpose is to guide you through the entire initial workflow: from manufacturer details, through the project and risk assessment, all the way to documentation and the declaration of conformity.
This is not a separate wizard that blocks you from working. It is an intelligent guide that:
- shows the current step,
- displays a list of all stages,
- calculates progress,
- takes you to the correct working screen with the Continue button.
The widget itself shows the hint “Checklist only (click "Continue" to proceed)”. This means the step list serves as a checklist, and moving to the next stages is done using the Continue button.
Where onboarding appears
At the start, the guide appears on the Dashboard as an expandable panel with a compass icon, the name First project guide, and a progress indicator, for example 1/8.
In practice, onboarding is intended primarily for the person performing the initial workspace setup, most often the tenant administrator. As you enter subsequent system modules, the system may also display additional tips or a progress bar related to the same onboarding flow.
What the widget contains
In the expanded widget, you will see:
| Element | Description | What it does |
|---|---|---|
| First project guide | Guide header with a compass icon | Indicates that you are working in first-project mode |
| Progress counter | Indicator in the format aktualny krok / 8, e.g. 1/8 |
Shows which stage you are on |
| Current step title | Name of the current onboarding task | Indicates what needs to be done now |
| Step description | Short text hint | Explains why you are performing a given stage |
| Checklist | Eight steps with status icons | Shows completed, current, and not yet completed steps |
| Progress bar | Graphical fill from 0% to 100% |
Calculates overall onboarding progress |
In the checklist, steps are marked visually:
- completed ones have a checkmark icon,
- the current step is highlighted,
- the remaining stages stay inactive until you move forward.
Available actions
The widget provides three main actions on Pulpicie:
| Action | Meaning | Effect |
|---|---|---|
| Continue | Go to the current step | Opens the screen where you perform the next task |
| Minimize | Collapse the panel | Hides the widget content, but does not disable the guide |
| Hide for now (reopen with compass) | Temporarily hide the guide | Closes the widget and lets you reopen it later with the compass icon |
After you use Hide for now (reopen with compass), the system shows a confirmation prompt and hides the panel. You can then restore the guide using the compass icon button. When you reopen it, you will see the same progress state, without losing any completed stages.
Compass icon and reopening the guide
If the guide is hidden temporarily, a small button with a compass icon remains on the screen. Its behavior is simple:
- Click the compass icon.
- The system shows First project guide again.
- You return to the current step, not to the beginning of the process.
This is useful when you want to clear the screen for a moment, but do not want to disable onboarding help.
Which steps onboarding includes
Standard first-project onboarding takes you through eight stages:
| Step | Stage goal | What Continue usually opens |
|---|---|---|
1 |
Complete manufacturer details or Define manufacturer | Manufacturer form - create or complete the details |
2 |
Create your first project | Project creation form |
3 |
Start a risk assessment | Start of the risk assessment for the selected project |
4 |
Define machine limits | Machine limits screen |
5 |
Identify hazards | Hazard identification view |
6 |
Assess residual risk / protective measures | Risk reduction and protective measures view |
7 |
Generate documentation (risk assessment report) | Generate the risk assessment report |
8 |
Generate EU Declaration of Conformity | EU declaration of conformity screen |
The first step may have two different names, depending on the status of the data:
- Define manufacturer - if the manufacturer has not yet been created,
- Complete manufacturer details - if the manufacturer profile already exists, but needs to be completed.
How the Continue button works
The Continue button does not always take you to the same place. The system dynamically determines the target screen based on the current step.
For example:
- for the manufacturer, it opens the add or edit manufacturer form,
- for the project, it opens new project creation,
- for the risk assessment, it opens the appropriate form or process for a specific project,
- for limits, hazards, and reduction, it takes you to the appropriate part of the risk assessment,
- for documentation and declaration, it opens the screens that complete the process.
This means onboarding is not a static set of instructions, but a guide through the actual application screens.
Step descriptions
Each step has its own help description. For example, for the Complete manufacturer details stage, the system shows the following message:
“Complete the manufacturer details (e.g., address). This ensures documents and declarations generate correctly.”
The remaining stages work in the same way, for example:
- Start by creating a machine project. Provide the name, model, and manufacturer.
- Start the risk assessment process for your project.
- Define limits related to use, space, and time for the machine.
- Identify potential hazards using our templates or add your own.
- Assess residual risk and apply protective measures.
- Generate risk assessment documentation (PDF report). This is a separate step before the declaration of conformity.
- Complete and generate the EU Declaration of Conformity for the project.
What happens after onboarding is completed
After you complete the entire path, onboarding is no longer needed and is no longer displayed as an active startup guide.
The system may then show a success message with the heading Congratulations! and the following content:
- You completed the onboarding!
- Your first project is ready. You can now create more projects or invite your team.
The final message may also include quick actions:
- Create another project
- Invite your team
How to use onboarding most effectively
The most practical way to work with the guide is as follows:
- Open First project guide on
Pulpicie. - Check the name of the current step and its description.
- Click Continue to go to the correct screen.
- Complete the task in that module.
- Return to
Pulpitor continue until the guide shows the next stage.
If you want to hide the help for a moment, use Hide for now (reopen with compass) and later restore the guide with the compass icon.