General FAQ
Short answers to the questions that new Superwise users ask most, with links to the full pages.
Each heading is a question. The answer is short. Follow the link when you need the steps.
Why can I not see a menu item?
The left menu shows only the screens that your role may open. If an item is missing, your role does not have the View permission for it. Ask your administrator to check your role. See Roles and access.
Why is my purchase order not in the list?
Check these things in order.
- Look at the project name at the top left. The list shows one project at a time.
- Click Reset filters to clear the search and the filters.
- Click All above the list. The button Active hides closed orders.
- Check that no saved view is hiding the order. Open Saved views and see which one is selected.
If you still cannot find it, you may not have permission to see it. See Lists, filters and saved views.
How do I change the project?
Click the project name at the top left, next to the menu. Choose a project from the list, or type part of its name in Search projects. Superwise shows the same screen for the new project. See Find your way.
Why can I not approve a record?
The usual reasons are these.
- Your role does not have the Approve permission for this kind of record.
- The record is not waiting for you. It may already be approved, or it may wait for another person.
- You are looking at a different project.
How do I open a page without the menu?
Press Ctrl K, or click Search pages and projects… in the top bar. Type one or two words and press Enter. On a Mac, press Cmd K. See Find your way.
How do I reset a forgotten password?
On the sign-in page, click Lost your password?, type your e-mail address and click Reset. Open the e-mail you receive and follow the link. If no e-mail arrives after a few minutes, ask your administrator. See Sign in and password.
How do I change my password?
Click your initial at the top right, click Profile, then click Change Password. Type your current password and the new password twice. The new password needs at least 6 characters, with 1 uppercase letter, 1 number and 1 special character. See Sign in and password.
How do I change my name, phone number or photo?
Click your initial at the top right, click Profile, then click the pencil icon on your profile card. Change the details and click Save. You cannot change your e-mail address yourself. Ask your administrator.
Why do I not get e-mails from Superwise?
On your profile, a tick next to Subscribed to Email means e-mails are on. A cross means they are off. Click the pencil icon on your profile card and use the Unsubscribe E-mails switch to change it.
What does Needs your action show?
It shows the purchase orders, purchase bills, material indents, BOQ revisions and RA bills that wait for your approval on the selected project. It shows the oldest first. You see only the kinds that your role may approve. See The dashboard.
Can I undo an approval that I made on the dashboard?
Yes, but only for 5 seconds. After you click Approve or Reject, a message with an Undo button appears. After 5 seconds Superwise records your decision.
How do I choose which boxes I see on the dashboard?
Click Customize at the top right of the dashboard. Tick the cards you want and click Save. See The dashboard.
Why does a box on the dashboard show a dash?
The box needs a card that you have not added. The box tells you which one, for example Add “Project Cost” in Customize to see this. Add the card in Customize.
How do I save my filters for next time?
Set the search and the filters. Click Saved views, type a name in Name this view and click Save current view. A saved view stays on the computer and browser where you made it. See Lists, filters and saved views.
How do I download a list?
Click Export at the top of the list page. The button appears when the list has records. Some older lists use the button Export to CSV.
What is the difference between Company settings and the other menu groups?
Company settings holds setup that is the same for all projects, such as users, roles, suppliers and approval workflows. The other groups hold the records of one project, such as purchase orders and deliveries. See Find your way.
Where is Company settings?
It is at the bottom of the left menu. If you do not see it, your role does not include the company pages. Ask your administrator.
How do I ask a question inside Superwise?
Click Ask Superwise in the top bar, or press Ctrl /. Type your question and press Enter. See Ask Superwise.
How do I report a problem to support?
Open Ask Superwise and click Report an issue. Fill in Subject and Description, add a screenshot if you can, and click Submit Ticket.
How do I load old data from Excel?
Use the screens Import Purchase Orders or Import Previous Transactions. Ask your administrator to open them. You choose the project, choose an .xlsx file, click Process to check it, and then click Start Import. See Bulk import.
What is the difference between an indent and a purchase order?
An indent is a request for materials from the site. A purchase order is your order to a supplier. An indent usually comes first. See How a project flows.
How do I clear the layout and settings that Superwise saved on my computer?
Click your initial at the top right and click Reset page. Superwise clears the saved table layouts, the theme, the menu pin and the recent projects on this device. It then reloads the page.
How do I switch to dark mode?
Click your initial at the top right. Under Theme, choose Light, Dark or System. System follows your computer.
Can I use Superwise on a phone?
Yes. On a small screen a bar at the bottom shows Home, Procurement, Site, Stores and More. More opens the full menu. The dashboard also shows four quick buttons: Fill checklist, Site photo, Log progress and Receive material.
Where do I start if I am new?
Read Get started. Then open the guide for your job in Start by role.