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Assets: Supplemental Resources
People: Introduction
People: Supplemental Resources
Actions: Introduction
Actions: Module Pages
Actions: Supplemental Resources
Courses Module How Tos (Primary Suite)
Documents Module How Tos (Primary Suite)
Reports Module How Tos (Primary Suite)
Courses Module How Tos
How To: Access Course Stats How To: Add Custom Course Content How To: Add Different Question Types How To: Add Pages in a New / Existing Course How To: Add Questions Groups in A Course How To: Create a New Course How To: Create a New Module Level (Cour...
Documents Module How Tos
How To: Access A File's QR Code / URL Link How To: Access A Folder's QR Code / Link How To: Acknowledge a Document/File How To: Add Comments to a File How To: Add Tags to a Folder How To: Affirm a Document/File's Suitability How To: Approve a File Subm...
Reports Module How Tos (Primary Suite)
How To: Add a New Module Level (Reports Module) How To: Assign Permissions to a Custom Report How To: Assign Permissions to a System Report How To: Copy a Report How To: Create a Chart How To: Create a Custom Report How To: Delete a Chart How To: Dele...
Documents Module Summary
The Documents Module is a repository where all company files can be uploaded, stored, and managed. This module can track a company’s workforce acknowledgement of documents for workforce assurance and automate acknowledgment management for revised document upda...
Documents Home Page
The Documents Module Home Page is an overview page for all the files stored in the Documents Module. By default, the Folder/Files List on the home page shows all folders in alphabetical order followed by singular files in alphabetical order. Icons Used on the...
Review Page: Actions Tab
The Review page allows the user to view any files that require action and/or have been flagged for their attention. It is comprised of three tabular subpages: Review, Notifications, and Updates. The Review tab on the Review Page categorizes the documents that ...
Settings Page
The Settings Page allows the user to customize and designate permissions for the Documents Module. The Module Levels Tab shows the different module levels for the Documents Module and the default permissions that are granted to each module level. The eyeball ...
Documents Module Email Alert Summary
Users can enable and set their own notifications preferences for system emails on the Notifications Tab of the My Accounts Page in the Accounts Module. How To: Edit Email Report / Alert Notification Settings for Existing Accounts Documents Module Email Aler...
Folder and File Context Menu Explanations
Each folder and file within the Documents Module will have a context menu associated with it (accessed via the verticle three dot icon) that links to actions. The options available on a specified folder's context menu are explained in the table below. Folder ...