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Create a Chart Widget

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

To create a Chart widget, select the Add Widget button (from the top right-hand corner of the pag...

Updated 4 months ago by Mitzi Orkus

Add a Module Summary Widget to the Dashboard

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

To add a module summary widget to the dashboard, go to the Dashboard Module and select the specif...

Updated 4 months ago by Mitzi Orkus

Edit Existing Pages

Module How Tos Courses Module How Tos (Primary Suite)

On the Course Overview Page, all pages of the course are displayed with previews of their page el...

Updated 4 months ago by Mitzi Orkus

Create a New Module Level (Courses Module)

Module How Tos Courses Module How Tos (Primary Suite)

Selecting “New Module Level” on the Manage Module Levels page opens the New Module Level modal....

Updated 4 months ago by Mitzi Orkus

Create a New Course

Module How Tos Courses Module How Tos (Primary Suite)

Select “Home” under the Courses heading on the Main Menu, which takes the user to the Manage Cour...

Updated 4 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 4 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 4 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 4 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 4 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 4 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 4 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 4 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 4 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 4 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 4 months ago by Mitzi Orkus

Activate Muster Mode for an Emergency

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

You can initiate muster mode for an emergency situation from both the Attendance Module Home Page...

Updated 4 months ago by Mitzi Orkus

Activate Muster Mode for a Drill

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

To activate muster mode for a Drill, open the attendance log you wish to activate muster mode for...

Updated 4 months ago by Mitzi Orkus

View the Files Associated with an Asset / Components

Module How Tos Assets Module How Tos (Primary Suite)

To view the files associated with an asset and its components, open the Manage Assets Page in the...

Updated 4 months ago by Mitzi Orkus

View the Fields Associated with an Asset Type

Module How Tos Assets Module How Tos (Primary Suite)

To view the information associated with an asset type, go to the Asset Types Tab on the Settings ...

Updated 4 months ago by Mitzi Orkus

View the Details of a File in the File Library

Module How Tos Assets Module How Tos (Primary Suite)

To view the details associated with a file in the Asset Module File Library, select the Files Pag...

Updated 4 months ago by Mitzi Orkus