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Add Pages in a New/Existing Course

Module How Tos Courses Module How Tos (Primary Suite)

Starting from the Manage Course Page, select “Pages” from the dropdown menu. This opens the Co...

Updated 2 months ago by Mitzi Orkus

Add Different Question Types

Module How Tos Courses Module How Tos (Primary Suite)

The “Add Question” popup allows a course creator to select from three question types:True/False, ...

Updated 2 months ago by Mitzi Orkus

Add Custom Course Content

Module How Tos Courses Module How Tos (Primary Suite)

Existing courses are listed alphabetically in the table underneath the “New Course” button acco...

Updated 2 months ago by Mitzi Orkus

Use a Communications Template when Sending Communications

Module How Tos Communications Module How Tos (Essentia...

To use a communications template, the template must first be created. How To: Create New Commun...

Updated 2 months ago by Mitzi Orkus

Set Up Additional Account Fields for Email Settings

Module How Tos Communications Module How Tos (Essentia...

To utilize the CC and BCC Email Settings on the Module Settings Tab of the Settings Page in the C...

Updated 2 months ago by Mitzi Orkus

Edit New User Notification Templates

Module How Tos Communications Module How Tos (Essentia...

To edit new user notification templates, go to the Notification Templates Tab on the Settings Pag...

Updated 2 months ago by Mitzi Orkus

Edit Email Report / Alert Notification Settings for Existing Accounts

Module How Tos Communications Module How Tos (Essentia...

To edit email report / alert settings for existing accounts, go to the Account Settings Tab on th...

Updated 2 months ago by Mitzi Orkus

Create a New Notification Template

Module How Tos Communications Module How Tos (Essentia...

Note: A default new user Notification Template already exists in the system. This template can be...

Updated 2 months ago by Mitzi Orkus

Create a New Module Level (Communications Module)

Module How Tos Communications Module How Tos (Essentia...

To create a new module level, go to the Module Levels Tab on the Settings Page of the Communicati...

Updated 2 months ago by Mitzi Orkus

Create a New Communications Templates

Module How Tos Communications Module How Tos (Essentia...

To create a new communication template, go to the Communication Templates Tab on the Settings Pag...

Updated 2 months ago by Mitzi Orkus

Apply a Notification Template to Existing Accounts

Module How Tos Communications Module How Tos (Essentia...

To apply notification templates to existing accounts, go to the Account Settings Tab on the Setti...

Updated 2 months ago by Mitzi Orkus

Edit a Calendar Filter

Module How Tos Calendar Module How Tos (Essentials Suite)

To edit a calendar filter, go to the Home Page of the Calendar Module. All existing filters show ...

Updated 2 months ago by Mitzi Orkus

Delete a Calendar Filter

Module How Tos Calendar Module How Tos (Essentials Suite)

To delete a calendar filter, go to the Home Page of the Calendar Module. All existing filters sho...

Updated 2 months ago by Mitzi Orkus

Create a New Module Level (Calendar Module)

Module How Tos Calendar Module How Tos (Essentials Suite)

To create a customizable module level in the Calendar Module, go to the Module Level Tab on the S...

Updated 2 months ago by Mitzi Orkus

Create a New Calendar Filter

Module How Tos Calendar Module How Tos (Essentials Suite)

The Calendar Home Page has one default filter, All Events, that includes all meetings, events, as...

Updated 2 months ago by Mitzi Orkus

Create a New Calendar Event

Module How Tos Calendar Module How Tos (Essentials Suite)

To create a new calendar event, open the Home Page of the Calendar Module. Select the “New Eve...

Updated 2 months ago by Mitzi Orkus

Edit the Display Page

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

To edit the Display Page for an Attendance Log, open the attendance log you’ve enabled the Displa...

Updated 2 months ago by Mitzi Orkus

Edit the Columns that Show when Mustering

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

To edit the columns that show when mustering (drill or emergency), open the attendance log you wa...

Updated 2 months ago by Mitzi Orkus

Edit the Columns on the Muster History Page

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

To edit the columns that show on the Muster History Table, open the attendance log you want to ma...

Updated 2 months ago by Mitzi Orkus

Edit the Columns on the Currently Signed In Page Table

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

To edit the columns that show on the Currently Signed In Table, open the attendance log you want ...

Updated 2 months ago by Mitzi Orkus