Ask in everyday words
Start with what you need to do. For example: “How do I add an employee?”
Help & Guidance
Find the answer. Keep work moving.
Start with Ask Stratal to create supported records in chat or find a direct route to the right page. Use portal guides and support for more detail.
Inbuilt help
Ask Stratal helps you act on the answer.
When the system covers jobs, people, planning and assurance, Ask Stratal gives you a practical next step. It runs inside Stratal's own environment and can create supported records directly in chat, find the right workspace or point to guidance.
Create or navigate
Create a supported record in chat or follow a direct link, such as Employee Directory for employee actions.
Keep work moving
Continue with the permissions and modules available to your account.
Where to start
Choose the route that fits.
Detailed operating instructions live inside each customer’s portal, where permissions and enabled modules can be taken into account.
Working in Stratal
Sign in to your organisation's portal. Ask Stratal a day-to-day question, or open Help & Guidance for how-to guides and module manuals.
For authorised portal usersManaging your team
Use the portal guides for employee records, portal access, access profiles and data imports. Admin actions appear only when your account has permission.
For managers and administratorsAssessing the platform
Start with the public buying guides and deployment information. Ask for a demonstration when you want to see a workflow in context.
Explore buying guides →Inside the portal
From a question to the right procedure.
The Help & Guidance workspace has three views. Results and workspace links reflect what your account is allowed to open.
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01
Search or pick a popular task
Try a phrase such as “add employee”, “import error”, “permit” or “2FA”. You can also browse the suggested tasks.
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02
Use the right level of detail
How-to guides give steps for a specific task. Module manuals explain the wider workspace, inputs and common fixes.
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03
Check support & troubleshooting
When something does not behave as expected, check the relevant fix, your access profile and the underlying record before raising an issue.
Current workflows
Guidance for the tasks teams ask about.
These topics are covered in the portal’s Help & Guidance area. Their exact steps depend on your organisation’s setup and your role.
Add an employee
Create the employee record, check for duplicates and enter the details your organisation uses. A staff record does not automatically create a portal login.
About workforce →Give someone portal access
Link a login to an existing employee, choose an access profile and confirm the account can open the intended work.
About access control →Resolve an import error
Review the template, mapping and validation results before applying a file. Check the failed rows rather than repeating the same upload.
About connected data →Find work and evidence
Use the job and field guides for assignments, checklists, updates and evidence. Visibility follows your team and permissions.
About operations →Set up field working
Compare Android, PWA and desktop access, then use the relevant deployment and sign-in guidance for your organisation.
Explore desktop & apps →Review access profiles
Check what a profile grants before assigning it. If a page or action is absent, ask an administrator to review your access.
Review security & access →When you need help
Give support a clear starting point.
If the portal guidance does not resolve the issue, contact your organisation’s Stratal administrator or usual support channel. Include the page and action, the time it happened, any error message and the affected job or import reference. Do not send passwords or sensitive records in a general enquiry.
New to Stratal?
For product questions, licensing or a tailored walkthrough, use the public contact form. Existing customer issues should follow your organisation’s support arrangement.
Contact the Stratal team →