Quickstart

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Step 1 — Sign in

Open app.ferrufino-tech-solutions.com and sign in with the email your administrator invited. First-time users are guided through a short onboarding that sets up your name, preferred language, and initial workspace.

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Step 2 — Pick your workspace

A workspace is the container for a team or project. Cases and their evidence belong to one workspace. Members and tags do not. A member joins the organisation and carries one role across all of its workspaces, and tags live in a single list shared by the whole organisation — the Popular tags: row is built from every case your organisation has, not from the workspace you are looking at. An earlier version of this step said cases, evidence, tags and members were all “isolated from other workspaces”; two of those four were wrong. You will see a workspace switcher in the top-left of the sidebar. If you are the first person from your organisation, a default workspace has already been created for you. You cannot rename it — the product has no such function (this line said “You can rename it” until 06.08.2026). Adding more does work: click Settings in the sidebar, then + Add Workspace in the Organizations section. The settings page has no “Workspaces” section — this line said Settings → Workspaces until it was corrected (06.08.2026). The only label in the product that reads exactly “Workspaces” is a counter tile on the Admin page, which is a different screen; the settings page groups workspaces under their organisation.

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Step 3 — Create your first case

Click New Case in the sidebar. The form opens with these fields:

1. Workspace — required; which workspace the case lives in.
2. Title — a short, specific description (e.g. “Connector X7 burned at 120 A load test”). Required.
3. Observation / Symptoms — what you saw. Required.
4. Root cause and Resolution — as far as you know; both may stay empty.
5. Severity and Category — chosen from the taxonomy lists.
6. Tags — typed freely, with suggestions from tags already in use.
7. Language — English or German.

There is no automatic saving. The case does not exist until you click Save as Draft at the bottom of the form — if you close the tab before that, the text is gone. Once saved, it stays a Draft until you change the state.

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Step 4 — Attach evidence

Every verified claim needs evidence. Click + Upload File in the Evidence panel — or drag the files onto it — and add:

• Photos of the part, defect, or setup — JPEG, PNG, GIF or WebP, up to 5 MB each
• PDFs of reports, specs, or procedures — up to 20 MB each

Nothing else is accepted: video, Office documents, CSV, log files and ZIP archives are refused at upload. FTS stores evidence in an EU-hosted object store (Cloudflare R2). On the Team plan and above, FTS runs automatic text recognition on images and PDFs in the background, and you can read the text it finds at the evidence itself. It does not become searchable — an earlier version of this sentence said it did, but the search index holds only the four text fields of the case. For that one recognition step the file is sent to Anthropic in the United States.

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Step 5 — Send for review

When the case is complete, click Submit for Review. You do not pick a reviewer: every member of your organisation whose role is Reviewer or Admin sees the case in the review list and is notified, in the app and by email. In very large organisations the number of notifications sent per submission is capped; the review list still shows the case to everyone entitled to review it. Whoever opens it first decides, and there are exactly two decisions:

• Verify ✓ → case moves to Verified
• Request Changes → case returns to Draft with their comment

Once approved, you can optionally Publish the case. This does not change who can see it — every member of your organisation sees the case in every state, drafts included; publishing marks it as the canonical version (and hands it to the AI assistant, if you opt in). Until 06.08.2026, this line read “makes it visible to everyone in the workspace” — a per-workspace boundary that does not exist.

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Step 6 — Find it again

Open Cases and type into the field labelled Search cases above the list. It matches four fields of the case: title, observation, root cause and resolution. To narrow by tag, click the tag under Popular tags:; the select boxes above the list narrow by state, severity, category and workspace, and one switch limits the list to your own cases.

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