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Foundation

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  • ○SD Main page useful features (not passed yet)
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  • ○How to resize your browser to best view PaT (not passed yet)
  • ○How to embed Outlook onto your PaT (not passed yet)
  • ○My Profile (not passed yet)
  • ○Security measures for multiple users on a device (not passed yet)
  • ○Critical Chrome Extensions (not passed yet)
  • ○Outlook 2FA Issue (not passed yet)
  • ○PaT Mobile App – Overview (not passed yet)
  • ○Document Store: shared links, your folders and favourites (not passed yet)
  • ○Getting help: the PaT Helpdesk (not passed yet)
  • ○Signing in to PaT and resetting your password (not passed yet)
  • ○Module Learning - Desktop (not passed yet)
  • ○Module Learning - Mobile (not passed yet)
  • ○Capture and Manage Hazards (not passed yet)
  • ○Capture and Manage Accidents (not passed yet)
  • ○How to use the PaT Lite training portal (not passed yet)
  • 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
  • LMS Feedback: learner ratings and comments
  • LMS Metrics - If you can't measure it, you can't manage it
  • Manage users
  • Pacing recertifications and escalations
  • PaT Business Unit Template Overview
  • SD Workflows - Multi Submit
  • SD Workflows - Workflow Settings
  • System Activity: escalations, logins, emails and more
  • System Config: company settings
  • The org chart
  • Add any Image as a Section Header Icon
  • Assigning an SD to a new parent
  • C2E Attachments
  • Chat reminder
  • Chat to email to chat
  • Chat to SD
  • Chat to task to project
  • Comprehension Audits
  • Customer-specific training: how it works
  • Different Form Uses
  • Docked Chats
  • Docking SDs and Updating Images
  • Email to BFF
  • Email to chat to email – non PaT users
  • Embedding live data in an SD (graphs and spreadsheets)
  • Embedding SDs in SDs
  • Evidential audits: completing one
  • Filing and retrieving SDs
  • Form Wall
  • Health and safety templates
  • How PaT Manages Inactive Users
  • How SD chats work with SD Members and External Users
  • How to unlock a module for a staff member
  • Info Icons
  • Inline chats
  • Invite Attendees
  • LMS Architecture
  • Moving Section Headers
  • Multi-Tasks
  • PaT AI
  • Pop-Out Chat Feature
  • Recurring tasks: create and edit
  • Running Meetings with SDs
  • Safe Walks
  • SD Element Categorisation
  • SD Form Responses: finding and exporting form responses
  • SD Owner Functions
  • SD Task wall view
  • Share and record your screen
  • Task Integrity: what it is and why it drops
  • Track Engagement
  • Using SDs as a report or meeting minutes app
  • Video rooms: guests joining and asking to record
  • Activity Notifications
  • Add members and set permissions
  • AI Summary: a quick summary of an SD
  • Capture and Manage Accidents
  • Capture and Manage Hazards
  • Chat to task
  • Chat Wall
  • Contextual Communication
  • Convert a Note to a Task
  • Create a new SD
  • Create a Task
  • Critical Chrome Extensions
  • Document Store: shared links, your folders and favourites
  • Fast Notes
  • Getting help: the PaT Helpdesk
  • Global Search
  • Group Chats
  • How to embed Outlook onto your PaT
  • How to resize your browser to best view PaT
  • How to use the PaT Lite training portal
  • Insert links
  • Module Learning - Desktop
  • Module Learning - Mobile
  • My Profile
  • Newbie PaT Intro – Chats and SDs
  • Notes
  • Out Of Office: turning it on, and the calendar on your Task Wall
  • Outlook 2FA Issue
  • PaT Chat Overview
  • PaT Mobile App – Overview
  • Preview, download and share files
  • Publish a Bulletin Board Post
  • Reading an SD in another language
  • SD Elements
  • SD Main page useful features
  • SD Overview
  • Section Headers
  • Security measures for multiple users on a device
  • Share Feedback
  • Signing in to PaT and resetting your password
  • Task Management
  • Task Management System
  • Task Wall
  • Traffic light progress
  • Upload file attachments
  • Video calls on the mobile app
  • Auto Escalation
  • Build a reporting system
  • Chat Management - Pro Tips
  • Conditional Formatting
  • Configuring a UDF: columns and calculated columns
  • Configuring a UDF: filters, grouping and endpoint details
  • Customer-specific training: setting it up
  • Endpoint Manager: finding endpoints and building your own UDF
  • Form builder: field types
  • Form Test Mode
  • Forms - Extract Data (the AI form builder)
  • How managers can turn on OOF for their staff
  • How to build modules in the Module publisher
  • How to create module comprehension audits
  • How to create module evidential audits
  • How to create module quizzes
  • How to embed an SD into the LMS
  • How to make form templates live for everyone to use
  • How to upload form elements to an SD
  • How to use the PAR SD
  • Live H&S Reporting
  • Mastering the Business Strategy Template
  • Module Admin: finding and managing modules
  • Module Completion Notification Setup
  • Module Publisher Content Options
  • PaT SD Map Overview
  • PaT SD Map Presentation
  • PaT SD Templates Overview
  • Pure Forms
  • SD Dashboard: building a dashboard
  • SD Forms
  • SD Security Settings
  • SD Template Helper Functions
  • Strategy System
  • Throttling
  • Using Chat to SD to go from being a good manager to a great one
  • Using SDs as the LMS Document
  • PaT Lite: Key aspects of PaT you need to understand
  • What is PaT and why it matters
  • PaT Lite: Chat to Task
  • PaT Lite: Introducing Strategy Documents
  • PaT Lite: Core Philosophy - Standards and Tactical Execution
  • PaT Lite: Intelligent tools that think with you
  • PaT Lite: The Future of business is Culture
  • Welcome to the PaT wiki
  • Setting up your workspace
  • Your first week
  • Strategy Documents
  • Tasks and assignments
  • Permissions model
  • Chat and discussion
  • Forms and submissions
  • Dashboards and reporting
  • Managing users
  • Workspace settings
  • Connecting an accounting system
  • Single sign-on
  • API overview
  • Access tokens
  • Webhooks
0/46
Foundation
0/43
Practitioner
0/37
Advanced
0/20
Super User
Foundation quizzes: 0 of 46 passed
  • ○Create a Task (not passed yet)
  • ○Task Wall (not passed yet)
  • ○Task Management (not passed yet)
  • ○Task Management System (not passed yet)
  • ○Traffic light progress (not passed yet)
  • ○Convert a Note to a Task (not passed yet)
  • ○Out Of Office: turning it on, and the calendar on your Task Wall (not passed yet)
  • ○PaT Chat Overview (not passed yet)
  • ●Group Chats (this page)
  • ○Chat to task (not passed yet)
  • ○Contextual Communication (not passed yet)
  • ○Publish a Bulletin Board Post (not passed yet)
  • ○Share Feedback (not passed yet)
  • ○Activity Notifications (not passed yet)
  • ○Video calls on the mobile app (not passed yet)
  • ○Newbie PaT Intro – Chats and SDs (not passed yet)
  • ○Chat Wall (not passed yet)
  • ○SD Elements (not passed yet)
  • ○Section Headers (not passed yet)
  • ○Notes (not passed yet)
  • ○Fast Notes (not passed yet)
  • ○Insert links (not passed yet)
  • ○Upload file attachments (not passed yet)
  • ○Preview, download and share files (not passed yet)
  • ○Add members and set permissions (not passed yet)
  • ○SD Main page useful features (not passed yet)
  • ○Create a new SD (not passed yet)
  • ○Reading an SD in another language (not passed yet)
  • ○AI Summary: a quick summary of an SD (not passed yet)
  • ○SD Overview (not passed yet)
  • ○Global Search (not passed yet)
  • ○How to resize your browser to best view PaT (not passed yet)
  • ○How to embed Outlook onto your PaT (not passed yet)
  • ○My Profile (not passed yet)
  • ○Security measures for multiple users on a device (not passed yet)
  • ○Critical Chrome Extensions (not passed yet)
  • ○Outlook 2FA Issue (not passed yet)
  • ○PaT Mobile App – Overview (not passed yet)
  • ○Document Store: shared links, your folders and favourites (not passed yet)
  • ○Getting help: the PaT Helpdesk (not passed yet)
  • ○Signing in to PaT and resetting your password (not passed yet)
  • ○Module Learning - Desktop (not passed yet)
  • ○Module Learning - Mobile (not passed yet)
  • ○Capture and Manage Hazards (not passed yet)
  • ○Capture and Manage Accidents (not passed yet)
  • ○How to use the PaT Lite training portal (not passed yet)
  1. Documentation
  2. Foundation
  3. Group Chats

Group Chats

Summary A group chat is one conversation with several people. You create it on the Chat Wall: click + Groups, give the group chat a name, click the tick, then add the members by searching for them…

On this page
  • Steps
  • Step 1
  • Step 2
  • Step 3
  • Step 4
  • Step 5
  • Step 6
  • Step 7
  • Chatting with the group
  • Step 8
  • Step 9
  • Step 10
  • Finding your group chats
  • Step 11
  • Step 12
  • Step 13

Summary A group chat is one conversation with several people. You create it on the Chat Wall: click + Groups, give the group chat a name, click the tick, then add the members by searching for them or choosing them from your recent assignees. A message you send in the group chat goes to all the other group members. To find a group chat later, open the Groups folder, or search for the chat's title.

Steps

Step 1

Open the Chat Wall, from its tab near the top left of the screen, next to Task Wall.

Step 2

Below the list of chats, click + Groups, on the right, across from Contacts. A box opens at the bottom of the chat list, with the prompt Enter title for this group chat ...

Step 3

Type a name for your group chat in the box.

Step 4

Click the tick to the right of the box. The new group chat opens in the middle of the screen, with only you in its member list so far.

Step 5

To add members, click the small + at the top left of the member list, at the top of the message window. A panel opens on the right, with a search box at the top and a list of Recent Assignee's below it.

Step 6

Start typing a person's name in the search box and click their name, or click them in the Recent Assignee's list. They join the member list at the top of the window, with their box ticked.

Step 7

Repeat until everyone you need is in the group chat.

Chatting with the group

Step 8

Type your message in the large box in the middle of the window.

Step 9

Click send comment, the purple button at the bottom right of the window.

Step 10

Your message appears in the chat thread on the right, and it has been sent to the other group members.

Finding your group chats

Step 11

To find your group chats later, click the Groups folder in the menu on the left of the Chat Wall, between Pinned and My Reminders.

Step 12

Your group chats are listed in the chat list, just to the right of the menu. Click a group chat to open it.

Step 13

You can also search for a group chat by its title: type the title in the Search by Chat Title box at the top of the chat list, then click the magnifying glass to the right of the box.

Check yourself

Checking your PaT sign-in…

PreviousGlobal SearchNext How to embed Outlook onto your PaT

On this page

  • Steps
  • Step 1
  • Step 2
  • Step 3
  • Step 4
  • Step 5
  • Step 6
  • Step 7
  • Chatting with the group
  • Step 8
  • Step 9
  • Step 10
  • Finding your group chats
  • Step 11
  • Step 12
  • Step 13
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