Home Tab

The Home tab of the ribbon contains the following commands:

Portal

	XFRACAS opens the XFRACAS Portal page.
	SEP opens the SEP web portal, if it has been implemented.
	APF opens the Asset Performance Framework website, if it has been implemented. This is available starting in Version 2026.

View

	Reports opens the Reports page, which allows you to generate results for a variety of predefined reports.
	Charts opens the Charts page, which allows you to generate results for a variety of predefined chart reports.
	Dashboard opens the XFRACAS Dashboard page, which displays a predefined set of reports and charts.

Create

	Incident opens the Incident page to create a new incident.
	Problem opens the Problem page to create a new problem.
	Project opens the Project page to create a new project.
	Customer Support opens the CSI page to create a record that keeps track of information for a particular serialized system.

Record Groups

When you are working with a record (e.g., incident, problem, etc.), the Home tab will also contain a group of commands appropriate to the record type.

When you are creating a record, the following commands may appear:

	Create saves the new record once you have entered all required information. For incidents and CSIs, this command is available only when you are working with a single form, not when you are using the Wizard.
	Use Incident Wizard switches to the Incident Wizard to guide you through the steps of creating the incident report. This command is available depending on the settings chosen by an application admin, and only when creating a new incident report.
	Use CSI Wizard switches to the CSI Wizard to guide you through the steps of creating the CSI record. This command is available depending on the settings chosen by an application admin, and only when creating a new CSI record.
	Use Single Form switches to the single form view of the Incident page. This command is available only when creating a new incident report.
	Use Single Form switches to the single form view of the CSI page. This command is available only when creating a new CSI record.

When you are working with an existing record, the following commands may appear:

	Save saves the current record.
	Completed marks the current action as completed and saves it. This command is available only for actions.
	Reopen opens a currently closed record. This command is available for incidents, problems, projects and actions, depending upon your permissions.
	Print Preview allows you to view how the current record will appear on the printed page.
	Duplicate creates a copy of the current record. This command is available only for incidents and CSI records. Note that the copy is not automatically saved, but you can modify the new record and then choose Home > [Incident/CSI] > Create to save it.
	Export exports the current record to a new *.xml file.
	Create Linked Action opens the Create Action utility, allowing you to create a new action associated with the current action. This command is available only for action records.
	E-mail URL opens the Send E-mail utility, allowing you to send an e-mail message, including the URL of the current record, to selected system users. This command is available for all record types except actions.
	E-mail Team URL opens the Send E-mail utility, allowing you to send an e-mail message, including the URL of the current record, to selected system users, with the team members for the record preselected in the utility. This command is available for incidents, problems and projects that have team members specified.
	Copy URL displays the URL of the current record, allowing you to copy the URL to the clipboard for use in other locations.
	Delete deletes the current record. This command is available for all record types, depending upon your permissions. There is no undo for delete.