Introduction
Action menus, also called kebab menus because they look like three stacked dots (⋮), provide quick access to context-specific actions throughout CAREFUL. They appear at the top of most screens and at the end of table rows, offering different options depending on what you're viewing and your permissions.
Before You Start
No special permissions required. Action menus automatically display only the actions available to you based on your role (Administrator, Team Owner, or Clinical User) and your relationship to the item (e.g., whether you're responsible for a patient or belong to their team).
Understanding Action Menus
Where You'll Find Action Menus
Screen-Level Menus (Top Right Corner)
These appear in the top navigation bar and provide actions for the entire screen or primary object:
- Patient detail pages – Actions like Edit Demographics, Handover Patient, Refer Patient to Team, Discharge from team
- Team pages – Actions like Add patient, Rename team, Add user to team, Handover all my patients
- Action detail pages – Actions like Complete action, Reassign action, Update Progress
- User profile pages – Actions like Edit, Change Email, Change Cell/Mobile number, Change password
- My Organisation page – Actions like Update Organization Name, Invite user, Edit Organization Patient Fields
Row-Level Menus (End of Table Rows)
These appear at the end of each row in tables and provide actions specific to that item:
- Patient tables – Quick actions for individual patients
- Action tables – Complete, reassign, or update individual actions
- Member tables – Edit users, change duty status, promote to Team Owner, resend invitations
How Action Menus Look
Desktop:
- Three vertical dots (⋮) appear as a small icon
- Click the icon to open a dropdown menu below or above it
- Menu items appear in a compact list with icons and text
- Click outside the menu to close it
Mobile:
- Top-right menus appear as white dots on a dark background
- Row-level menus open when you tap the row content
- The menu appears as a full-screen overlay with a coloured background (colour varies by context: blue for patient actions, green for team functions)
- A header shows the item name (e.g., the patient's name)
- Tap the × button at the top right to close the menu
Using Action Menus
- Locate the kebab menu icon (⋮) – Look in the top right corner of the screen or at the end of a table row
- Click (desktop) or tap (mobile) the icon – The menu opens showing available actions
- Review the available options – Only actions you have permission to perform will appear
- Click/tap the action you want – The menu closes and the action begins (usually opening a dialog box)
What Actions Appear in the Menu
Action menus are context-sensitive. They only show items relevant to the current situation and your permissions. You'll never see greyed-out or disabled options – if you can't perform an action, it simply won't appear.
Examples of Context-Sensitive Behaviour:
- If you're responsible for a patient, you'll see "Handover Patient" and "Relinquish responsibility"
- If you're not responsible but belong to the same team, you'll see "Take Responsibility" instead
- Administrators see additional options like "Invite user" and "Edit Organization Status"
- Team Owners see options to "Rename team" and "Add user to team"
- If a user hasn't verified their account yet, you'll see "Resend invitation" and "Cancel invitation"
Tips
- Check the menu first – Before looking for a button elsewhere, try the kebab menu. Most actions are tucked away here to keep the interface clean
- Context changes the menu – The same kebab icon will show completely different options depending on what page you're on and what you're viewing
- Mobile menus are full-screen – Don't worry if the mobile menu takes over your entire screen – this is intentional for easier tapping
- Row menus are item-specific – Actions in row-level menus only affect that specific patient, action, or team member
- Permissions matter – If you don't see an action you expected, you may not have the required permissions (e.g., only Administrators can invite new users)