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Dashboard Module How Tos

Module How Tos Dashboard Module How Tos (Essentials Su...

How To: Add a Module Summary Widget to the Dashboard How To: Add Forms to the Forms Module S...

Updated 4 months ago by Rob Clay

Assets Module How Tos

Module How Tos Assets Module How Tos (Primary Suite)

How To: Access an Asset's PDF Data Sheet How To: Access an Asset's QR Code How To: Add a Mete...

Updated 4 months ago by Rob Clay

Calendar Module How Tos

Module How Tos Calendar Module How Tos (Essentials Suite)

How To: Create a New Calendar Event How To: Create a New Calendar Filter How To: Create a New...

Updated 4 months ago by Rob Clay

Edit a Speed Dial

Module How Tos Dashboard Module How Tos (Essentials Su...

To edit an existing Speed Dial, go to the Dashboard Module and select the dashboard you wish to m...

Updated 4 months ago by Mitzi Orkus

Delete a Speed Dial

Module How Tos Dashboard Module How Tos (Essentials Su...

To delete a speed dial, go to the Dashboard Module and select the dashboard you wish to make spee...

Updated 4 months ago by Mitzi Orkus

Create a Speed Dial

Module How Tos Dashboard Module How Tos (Essentials Su...

To create a Speed Dial, select the Add Widget button (from the top right-hand corner of the page ...

Updated 4 months ago by Mitzi Orkus

Add Forms to the Forms Module Summary Widget

Module How Tos Dashboard Module How Tos (Essentials Su...

To add a specific form so that it is displayed on specific user's the Forms Module Summary dashbo...

Updated 4 months ago by Mitzi Orkus

Complete List of Dashboard Module How Tos

Dashboard Module Dashboard: Supplemental Resources

Updated 4 months ago by Mitzi Orkus

Add a Custom / Additional User Account Information Field

Module How Tos Site Settings Module How Tos (Essential...

To add a user account information field, open the Account Fields Tab in the Site Settings Module ...

Updated 4 months ago by Rob Clay

Set Up A Course As A Certification

Module How Tos Courses Module How Tos (Primary Suite)

In order for a user to access a course, the course must be set as a required activity in a certif...

Updated 4 months ago by Mitzi Orkus

Settings Page: Alert Email Templates Tab

Communications Module Communications: Module Pages

The Alert Email Templates Tab on the Settings Page of the Communications Module allows for the vi...

Updated 4 months ago by Mitzi Orkus

Settings Page: Communications Template Tab

Communications Module Communications: Module Pages

The Communication Templates Tab on the Settings Page of the Communications Module is where new co...

Updated 4 months ago by Mitzi Orkus

Complete List of Calendar Module How Tos

Calendar Module Calendar: Supplemental Resources

Updated 4 months ago by Mitzi Orkus

Refresh the Currently Signed In Table

Module How Tos Attendance Module How Tos (Specialized ...

To refresh the Currently Signed In Table and reload the data currently shown in the table, open t...

Updated 4 months ago by Mitzi Orkus

Make Entries Prior to a Date/Time as Signed Out

Module How Tos Attendance Module How Tos (Specialized ...

To mark specific entries prior to a date/time as signed out, go to the Home Page and select the t...

Updated 4 months ago by Mitzi Orkus

Create a Custom Date/Time Format for an Attendance Log

Module How Tos Attendance Module How Tos (Specialized ...

To create a custom date/ time format for your attendance log, go to the Home Page of the Forms Mo...

Updated 4 months ago by Mitzi Orkus

Creating A New Attendance Log

Attendance Module Integrating a Base Form to Create a New...

In order to create an attendance log, you must first create a form that is integrated with the At...

Updated 4 months ago by Mitzi Orkus

Creating a Base Form for a New Attendance Log

Attendance Module Integrating a Base Form to Create a New...

To create the base form required to create a new attendance log, go to the Home Page of the Forms...

Updated 4 months ago by Mitzi Orkus

Attendance Log: Muster History Page

Attendance Module Attendance: Module Pages

The Muster History Page displays a table that serves as a log showing all historical muster infor...

Updated 4 months ago by Mitzi Orkus

Attendance Log: Admittance Desk Page

Attendance Module Attendance: Module Pages

The Admittance Desk Page should be enabled when your organization wants an individual to be respo...

Updated 4 months ago by Mitzi Orkus