Contact and Contact Group Management
Create, organize, archive, duplicate, merge, and associate Contacts and Contact Groups.
7 min
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Public customer guidance
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Dashboard and Widgets
Add custom or system widgets to visualize filtered Lynx data on your Dashboard.
5 min
Create an Event
Learn how to open Events, begin a new record, complete the required information, and submit it through a safe Lynx-style simulation.
10 min
Event Actions
Add an Action to an Event and understand approval, completion, verification, assignments, and notifications.
6 min
The Event Lifecycle: Statuses and Review
Understand how scheduled, added, submitted, action-dependent, and reviewed Events move through their statuses.
7 min
Add a Monitoring Event
Record a Monitoring Event with its location, sample information, dates, and configured Additional Fields.
10 min
Add a Monitoring Location
Create and verify a Monitoring Location with its asset, type, coordinates, and optional location features.
8 min
Monitoring in Lynx: Start Here
Understand how Monitoring Locations, Events, Results, compliance views, and supporting configuration work together.
7 min
Using Lynx's Offline Functionality
Prepare Lynx for field use, recognize offline status, and sync Events and Monitoring records safely.
6 min
Filtering the Grid
Filter Lynx grids to focus records, prepare exports and reports, and drive Dashboard widgets.
5 min
Ruby AI
Ask Ruby questions about authorized Lynx data and understand the settings that shape its response.
6 min
Configure Event Settings
Configure Event fields, categories, subcategories, correspondence types, and Action workflows.
7 min
Installing the Lynx App to Your Home Screen
Install Lynx from a supported browser for quick access on Android, iOS, Windows, or Mac.
4 min
Training Management in Lynx
Create training courses, assign them to staff, track completion, and configure assignment notifications.
9 min
Configuring User Permissions
Understand Event roles, confidential access, email-review access, and category-level permissions.
7 min
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