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The Notifications History Tab shows a user the chronology of notifications that have been received and sent in the system. The notifications history is shown in table format. There is both a Received and Sent Tab. The Received Communications Table separate...

The Payment History Tab shows a user the chronology of payments that have been made from their account while filling out payment-enabled Forms from the Forms Module. If a Form requires a payment, the transaction will be logged to the user’s account and history...

The Reset Password Tab on the My Accounts Page allows a user to reset their password. How To: Reset Your Own Password

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...

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...

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...

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...

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...

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 ...

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 ...

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...

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 ...

The Notifications tab is connected to an advanced feature in the Documents Module. When the new document was added/revised, the Advanced Options Tab enables the ability to "Send Notifications of New Revisions" to the users, certification roles, or access level...

The Updates Tab on the Review Page allows the user to view any files that have been updated since the last review of new files or revisions. Any files that have been updated since the last review date will be shown here. If the review date has never been rese...

To create a new folder in the Documents Module, open the Documents Home Page from the Main Menu and navigate the repository to the location where you want to add an additional folder. To create a nested subfolder within a folder, first open the parent folder....

To upload a new or revised version of a file in the Documents Module, open the Documents Home Page from the Main Menu and navigate the repository to the location where you want to add an additional folder. To create a nested file within a folder, first open t...

To move a file/folder in the Documents Module, open the Documents Home Page from the Main Menu and navigate the repository to the file/folder you want to move. Click the vertical three-dot icon to the right of the file you wish to move, opening the file's c...

To create a new Module Level with customized permissions in the Documents Module, select Module Levels under Settings in the Documents Module on the Main Menu, opening the Settings Page to the Module Level Tab. System default module levels cannot be custo...