Directive Journal

A GUIDE TO WORKING WITH ZAQNET

Understand the tools.
Know the next step.

A practical guide to ControlRoom, GroundLink and the work that connects them. Learn what each feature does, how to use it and how to check the result.

39 guides · Reviewed 14 September 2026

Start with the work you need to do.

New to Zaqnet? Begin with the workspace and access guides. Working in the office? Follow the ControlRoom chapters. In the field? Start with GroundLink navigation and duty. Each guide includes prerequisites, numbered steps and recovery advice.

Use only the capabilities enabled for your organisation. Examples describe supported interfaces, not a guarantee of availability in every deployment. A practice action in a live workspace may change real records.

Start here

Understand the Zaqnet workspace

Learn which product to open, what a record represents, and how the office and field team work together.

Sign in, organisation access and permissions

Separate account access from the permission to view or change a particular record.

Example: one customer, one working day

Follow a request from the field to the office and through the day-end review.

ControlRoom

Work with the three panes

Keep your category, record list and selected details together while you review work.

Arrange your home workspace

Put the apps and business figures you check first where you can see them.

Find records and use shortcuts

Use the search surface appropriate to the question you are asking.

Review orders and their next step

Understand the customer’s request before assigning, fulfilling or converting it.

Review sales, notes and documents

Read the transaction behind a sale and preserve the distinction between sale value and collection.

Review and record customer payments

Track a collection without confusing a payment record with a transfer of money.

Create a purchase order

Record what you intend to buy, from whom, and where it should be received.

Receive goods against a purchase

Record the quantities that arrived and the location that received them.

Record a supplier payment

Log a payment already made and understand which statuses affect the outstanding balance.

Understand inventory, locations and units

Read stock in the context of the item, location and unit it belongs to.

Draft, approve and follow a stock transfer

Keep the intended movement separate from the physical and recorded handover.

Return remaining stock at closure

Understand how a field user’s stock returns when their work is closed.

Find and maintain customer context

Keep customer identity and contact details consistent across transactions.

Manage users and working access

Give people the access their role needs and review it when their responsibilities change.

Read Trackboard, trails and halts

Review field activity with its timestamps and uncertainty visible.

Review a day in Closure

Bring the day’s records together and investigate differences before signing off your own process.

Use Audits and report exports

Answer a defined business question with the right report and filters.

Review markdowns and promotions

Understand the difference between eligibility, application and value distributed.

Build and review an automation

Define a supported event, the conditions that matter and the actions that follow.

Example: off-duty stock return and report

Build a handover flow without confusing duty status, inventory filing and report delivery.

Use Settings without changing the wrong scope

Understand which preferences affect your device and which govern your organisation.

Shared features

Documents, attachments and exports

Keep the right evidence with the right record and avoid accidental disclosure.

Understand active and passive location tracking

Know when a trail can be collected and why its updates may differ between devices.

Make and receive a LiveLink call

Speak with an authorised teammate without confusing calling with location tracking.

Draft, active, archived and deleted records

Read a state label before deciding whether an action is safe.

Permissions, privacy and X-Ray boundaries

Use device and workspace capabilities within their stated purpose.

GroundLink

Find your way around GroundLink

Use Home, Course, Actions, Browse and Search for different parts of the working day.

Kick off and file closure

Start and end the work-duty session while checking associated work separately.

Record an order in the field

Turn a customer’s request into an order the office can review.

Record a sale

Capture the sale details and check any later collection separately.

Record a customer collection

Give the office a clear, traceable payment record from the field.

Browse customers, inventory and day records

Use focused screens to answer the question in front of you.

Understand the delivery workflow preview

Recognise the difference between a screen demonstration and a confirmed delivery service.

Help and reference

Read an error and recover safely

Use the public support code and precise reason to choose the next step.

Know what is available in your workspace

Understand why a catalogue, interface and deployed feature can differ.

The words used in Zaqnet

A plain-language reference for records, permissions and workflow states.