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  • Company Structure: adding a new user
  • Company Structure: customer companies
  • Company Structure: departments, job titles and roles
  • Company Structure: modules for a site or a country
  • Company Structure: process categories
  • Connections: linking PaT to Microsoft 365
  • Forms - API Integration
  • How to create a campaign for the PaT Lite training portal
  • How to edit an existing Bulletin Board Post
  • How to set up your SD Map
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Foundation
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Practitioner
0/37
Advanced
0/20
Super User
Super User quizzes: 0 of 20 passed
  • ○Company Structure: departments, job titles and roles (not passed yet)
  • ●Company Structure: modules for a site or a country (this page)
  • ○The org chart (not passed yet)
  • ○Company Structure: process categories (not passed yet)
  • ○Company Structure: adding a new user (not passed yet)
  • ○Company Structure: customer companies (not passed yet)
  • ○How to set up your SD Map (not passed yet)
  • ○PaT Business Unit Template Overview (not passed yet)
  • ○How to edit an existing Bulletin Board Post (not passed yet)
  • ○System Config: company settings (not passed yet)
  • ○System Activity: escalations, logins, emails and more (not passed yet)
  • ○Manage users (not passed yet)
  • ○SD Workflows - Workflow Settings (not passed yet)
  • ○SD Workflows - Multi Submit (not passed yet)
  • ○Forms - API Integration (not passed yet)
  • ○Connections: linking PaT to Microsoft 365 (not passed yet)
  • ○LMS Metrics - If you can't measure it, you can't manage it (not passed yet)
  • ○How to create a campaign for the PaT Lite training portal (not passed yet)
  • ○Pacing recertifications and escalations (not passed yet)
  • ○LMS Feedback: learner ratings and comments (not passed yet)
  1. Documentation
  2. Super User
  3. Company Structure: modules for a site or a country

Company Structure: modules for a site or a country

Summary The Branches/Sites tab of Company Structure lists the countries the company works in and their sites. Modules linked to a site are seen by every user at that site. Country Specific Modules…

On this page
  • Steps
  • Step 1
  • Step 2
  • Step 3
  • Step 4
  • Step 5

Summary The Branches/Sites tab of Company Structure lists the countries the company works in and their sites. Modules linked to a site are seen by every user at that site. Country Specific Modules adds modules for one country, by department and job title.

Steps

Step 1

On your dashboard, open System Administration, click Company Structure, then click Branches/Sites.

Step 2

Country lists the company's countries, for example AUS and NZL. Click one to see its sites.

Step 3

Under Site Specific Modules, Sites lists that country's sites, each with its time offset. Use the plus icon to add a site.

Step 4

Click a site. modules linked to this site lists its modules. Use the plus icon to link a module to the site: every user associated with the site will see it.

Step 5

To add modules for a whole country, click Country Specific Modules, then choose a department and a job title. All Modules lists the modules that can be added for that country.

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On this page

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