> ## Documentation Index
> Fetch the complete documentation index at: https://docs.altoura.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Choose Your Path

> Role-based first-day checklists for Altoura Frontline. Pick your role and follow the reading order that gets you productive fastest.

This page is for anyone starting with Altoura Frontline — pick the role that matches what you're here to do, then work through its first-day checklist in order. Each checklist links the concept pages, portal guides, and device walkthroughs you need, in the sequence you need them.

<CardGroup cols={2}>
  <Card title="I'm a field worker / operator" icon="helmet-safety" href="#field-worker-/-operator">
    Run procedures on your device and call an expert when you need help.
  </Card>

  <Card title="I'm a procedure author" icon="pen-ruler" href="#procedure-author">
    Create, enrich, and publish step-by-step AR work instructions.
  </Card>

  <Card title="I'm a remote expert" icon="headset" href="#remote-expert">
    Join calls from Microsoft Teams and guide workers with live annotations.
  </Card>

  <Card title="I'm an IT administrator" icon="gear" href="#it-administrator">
    Deploy Altoura Frontline and the Remote Expert Teams app across your tenant.
  </Card>
</CardGroup>

***

## Field worker / operator

**Your day-to-day:** pick up your device, run the procedure for the job you're about to do, and call a specialist if something doesn't match what you see.

<Note>
  Operators work on either **HoloLens 2** or **iPad**. The concepts are identical — steps 3 onward fork by device, so follow the links for the device in your hands.
</Note>

<Steps>
  <Step title="Understand what a procedure is">
    Learn how procedures break down into tasks and steps, and what each step can show you.
    <br />→ [Procedures, Tasks & Steps](/frontline/overview/concepts/procedures-tasks-steps)
  </Step>

  <Step title="Understand anchoring">
    Learn why you scan a QR code before starting, and what the anchor gems and tethered lines mean.
    <br />→ [Anchoring & QR Codes](/frontline/overview/concepts/anchoring-and-qr-codes)
  </Step>

  <Step title="Install the app and sign in">
    Get Altoura Frontline onto your device and sign in with your organizational account.
    <br />→ HoloLens: [Install & Sign In](/frontline/hololens/get-started/install-and-sign-in) · iPad: [Install & Sign In](/frontline/ipad/get-started/install-and-sign-in)
  </Step>

  <Step title="Learn the navigation">
    Get oriented on the home screen and menus before your first job.
    <br />→ HoloLens: [First Launch & Navigation](/frontline/hololens/get-started/first-launch-and-navigation) · iPad: [First Launch & Navigation](/frontline/ipad/get-started/first-launch-and-navigation)
  </Step>

  <Step title="Run your first procedure">
    A guided end-to-end walkthrough: open a procedure, anchor, and follow it to completion.
    <br />→ HoloLens: [Your First Procedure](/frontline/hololens/get-started/your-first-procedure) · iPad: [Find & Open a Procedure](/frontline/ipad/operate/find-and-open-a-procedure)
  </Step>

  <Step title="Go deeper on day-to-day operating">
    Finding and opening procedures, anchoring with QR, following steps, working with 3D models and media, and signing off.
    <br />→ HoloLens: [Find & Open a Procedure](/frontline/hololens/operate/find-and-open-a-procedure) · [Anchor with QR](/frontline/hololens/operate/anchor-with-qr) · [Follow Steps](/frontline/hololens/operate/follow-steps) · [Complete & Sign Off](/frontline/hololens/operate/complete-and-sign-off)
    <br />→ iPad: [Find & Open a Procedure](/frontline/ipad/operate/find-and-open-a-procedure) · [Anchor with QR](/frontline/ipad/operate/anchor-with-qr) · [Follow Steps & Complete](/frontline/ipad/operate/follow-steps)
  </Step>

  <Step title="Call an expert when stuck">
    If something doesn't match what you expect, bring in a specialist over Microsoft Teams.
    <br />→ HoloLens: [How to Access Remote Expert](/frontline/remote-expert/overview) · [Search & Invite](/frontline/remote-expert/search-and-invite) · [Join a Scheduled Meeting](/frontline/remote-expert/join-meeting)
    <br />→ iPad: [Invite an Expert to a Call](/frontline/ipad/get-help/invite-an-expert-to-a-call)
  </Step>
</Steps>

***

## Procedure author

**Your day-to-day:** turn expert knowledge into guided procedures that operators can run reliably in the field. Most authors build the structure in the browser, then finish spatial placement on the device.

<Steps>
  <Step title="Learn the core concepts">
    Understand the content model and the roles before you build anything.
    <br />→ [Procedures, Tasks & Steps](/frontline/overview/concepts/procedures-tasks-steps) · [Author vs. Operator](/frontline/overview/concepts/author-vs-operator) · [Anchoring & QR Codes](/frontline/overview/concepts/anchoring-and-qr-codes) · [How Content Flows](/frontline/overview/concepts/how-content-flows)
  </Step>

  <Step title="Sign in to the Procedures Portal">
    The browser-based workspace where procedures are created, organized, and published.
    <br />→ [Sign In to the Portal](/frontline/procedures-portal/sign-in)
  </Step>

  <Step title="Create and manage procedures">
    Create a procedure in the correct organization, and learn the card actions — open, edit, share, delete.
    <br />→ [Manage Procedures](/frontline/procedures-portal/manage-procedures) · [Procedures Landing Page](/frontline/procedures-portal/landing-page)
  </Step>

  <Step title="Author tasks and steps in the browser">
    Build the structure — tasks, steps, choice logic — and enrich steps with media and 3D assets.
    <br />→ [Authoring](/frontline/procedures-portal/authoring) · [Assets & Media](/frontline/procedures-portal/assets-media)
  </Step>

  <Step title="Preview in Run Mode">
    Check the execution flow in a read-only web view before touching a device.
    <br />→ [Run Mode (Web)](/frontline/procedures-portal/run-mode)
  </Step>

  <Step title="Finish spatial authoring on the device">
    Anchor the procedure in the real space, place 3D models and anchor gems, and publish. This step forks by device.
    <br />→ HoloLens: [Enter Author Mode](/frontline/hololens/author/enter-author-mode) · [Anchor & Set Up the Space](/frontline/hololens/author/anchor-and-set-up-the-space) · [Build Tasks & Steps](/frontline/hololens/author/build-tasks-and-steps) · [Add 3D Models & Media](/frontline/hololens/author/add-3d-models-and-media) · [Choice Steps & Completion Rules](/frontline/hololens/author/choice-steps-and-completion-rules) · [Preview & Publish](/frontline/hololens/author/preview-and-publish)
    <br />→ iPad: [Enter Author Mode](/frontline/ipad/author/enter-author-mode)
  </Step>
</Steps>

***

## Remote expert

**Your day-to-day:** a field worker calls — you join from Microsoft Teams, see what they see, and walk them through a fix with annotations, PDFs, and 3D models.

<Steps>
  <Step title="Understand how Remote Expert works">
    The two connection flows (ad-hoc Contacts vs. scheduled Meetings) and what happens in a session.
    <br />→ [How Remote Expert Works](/frontline/remote-expert/how-it-works)
  </Step>

  <Step title="Verify the Teams app is ready">
    Confirm that **Altoura Remote Expert** is deployed in your tenant and add it to your Teams client once, so it's warm for the first call.
    <br />→ [Verify the Teams App](/frontline/remote-expert/verify-teams-app)
  </Step>

  <Step title="Know what to expect when a request arrives">
    Understand the notification card that appears in your Teams chat and how to join the call.
    <br />→ [Join a Remote Expert Session](/frontline/remote-expert/join-session)
  </Step>

  <Step title="Add the app to the live meeting">
    Open **Apps** in the meeting toolbar, search, and add **Altoura Remote Expert** to open the side panel.
    <br />→ [Add the Remote Expert App](/frontline/remote-expert/add-teams-app)
  </Step>

  <Step title="Annotate and share">
    Capture the worker's live view, draw annotations anchored in their space, and share PDF / `.glb` files.
    <br />→ [Annotate the HMD View](/frontline/remote-expert/annotate-hmd-view)
  </Step>
</Steps>

***

## IT administrator

**Your day-to-day:** get Altoura Frontline wired into your Entra ID tenant, deploy the Remote Expert Teams app, and make sure the first end-to-end test passes.

<Steps>
  <Step title="Read the overview and deployment model">
    Understand how Altoura Remote Expert is deployed across Altoura's Azure and your tenant, how data flows, and what your team configures.
    <br />→ [Overview & Deployment Model](/frontline/administration/remote-expert-it-admin/overview-and-prerequisites)
  </Step>

  <Step title="Set up SSO with Entra ID">
    Configure Single Sign-On so users sign in to Altoura Frontline apps with their organizational identity.
    <br />→ [Entra ID & SSO Setup — Overview](/frontline/administration/sso-entra-auth-it-admin/overview)
  </Step>

  <Step title="Register the Entra ID application">
    Register the app, expose the API, authorize Teams clients, grant Microsoft Graph and ACS permissions, and create a client secret.
    <br />→ [Azure App Registration](/frontline/administration/remote-expert-it-admin/azure-app-registration)
  </Step>

  <Step title="Deploy the ACS resource">
    Stand up the Azure Communication Services resource that powers Remote Expert calls.
    <br />→ [Deploy ACS Resource](/frontline/administration/remote-expert-it-admin/deploy-acs-resource)
  </Step>

  <Step title="Share configuration details with Altoura">
    Collect the app registration and ACS values and hand them to Altoura through a secure channel.
    <br />→ [Share Details with Altoura](/frontline/administration/remote-expert-it-admin/share-details-with-altoura)
  </Step>

  <Step title="Review data security">
    Why ACS and the Entra ID app live in your tenant, plus answers to common security-review questions.
    <br />→ [Data Security & FAQ](/frontline/administration/remote-expert-it-admin/data-security)
  </Step>

  <Step title="Set up tenant configuration">
    Complete the tenant-level configuration for Altoura Frontline.
    <br />→ [Setting up Tenant Configuration](/frontline/administration/tenant-configuration)
  </Step>
</Steps>

***

## Not sure where to start?

<CardGroup cols={2}>
  <Card title="Welcome to Altoura Frontline" icon="circle-info" href="/frontline/overview/welcome">
    The product story, in plain language.
  </Card>

  <Card title="Core Concepts" icon="lightbulb" href="/frontline/overview/concepts/procedures-tasks-steps">
    The four short reads that everything else builds on.
  </Card>

  <Card title="Platforms & Devices" icon="tablet-screen-button" href="/frontline/overview/platforms">
    Supported devices and their roles today.
  </Card>

  <Card title="Architecture Overview" icon="diagram-project" href="/frontline/overview/architecture">
    How the pieces fit together under the hood.
  </Card>
</CardGroup>

<Tip>
  Next: start with [Procedures, Tasks & Steps](/frontline/overview/concepts/procedures-tasks-steps) — it's the concept every role relies on.
</Tip>