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0/46
Foundation
0/43
Practitioner
0/37
Advanced
0/20
Super User
Practitioner quizzes: 0 of 43 passed
  • ○Pop-Out Chat Feature (not passed yet)
  • ○Chat reminder (not passed yet)
  • ○Chat to SD (not passed yet)
  • ○Chat to email to chat (not passed yet)
  • ○Email to chat to email – non PaT users (not passed yet)
  • ○C2E Attachments (not passed yet)
  • ○Email to BFF (not passed yet)
  • ○How SD chats work with SD Members and External Users (not passed yet)
  • ○Docked Chats (not passed yet)
  • ○Inline chats (not passed yet)
  • ○Multi-Tasks (not passed yet)
  • ○Task Integrity: what it is and why it drops (not passed yet)
  • ○Chat to task to project (not passed yet)
  • ○SD Task wall view (not passed yet)
  • ○Using SDs as a report or meeting minutes app (not passed yet)
  • ○Running Meetings with SDs (not passed yet)
  • ○Invite Attendees (not passed yet)
  • ○Recurring tasks: create and edit (not passed yet)
  • ○Info Icons (not passed yet)
  • ○Moving Section Headers (not passed yet)
  • ○SD Element Categorisation (not passed yet)
  • ○Add any Image as a Section Header Icon (not passed yet)
  • ○Embedding SDs in SDs (not passed yet)
  • ○Assigning an SD to a new parent (not passed yet)
  • ○Filing and retrieving SDs (not passed yet)
  • ○SD Owner Functions (not passed yet)
  • ○Docking SDs and Updating Images (not passed yet)
  • ○Embedding live data in an SD (graphs and spreadsheets) (not passed yet)
  • ○PaT AI (not passed yet)
  • ○Track Engagement (not passed yet)
  • ○Share and record your screen (not passed yet)
  • ○Different Form Uses (not passed yet)
  • ○Form Wall (not passed yet)
  • ○SD Form Responses: finding and exporting form responses (not passed yet)
  • ○Video rooms: guests joining and asking to record (not passed yet)
  • ○Comprehension Audits (not passed yet)
  • ○Evidential audits: completing one (not passed yet)
  • ○LMS Architecture (not passed yet)
  • ○Safe Walks (not passed yet)
  • ○Customer-specific training: how it works (not passed yet)
  • ○How PaT Manages Inactive Users (not passed yet)
  • ●How to unlock a module for a staff member (this page)
  • ○Health and safety templates (not passed yet)
  1. Documentation
  2. Practitioner
  3. How to unlock a module for a staff member

How to unlock a module for a staff member

Summary When a staff member doesn't pass a training module, it's their manager's responsibility to unlock it so they can try again. First talk with them about what they found hard. Then open your…

On this page
  • Steps
  • Step 1
  • Unlocking the module
  • Step 2
  • Step 3
  • Step 4
  • Step 5
  • Step 6
  • Step 7

Summary When a staff member doesn't pass a training module, it's their manager's responsibility to unlock it so they can try again. First talk with them about what they found hard. Then open your tile view, click the Ready to sit tile under Operational excellence, find the staff member in your Staff list, click the padlock on their row and click UnLock.

Steps

Step 1

Talk to the staff member first. When they approach you about a failed module, ask them why they think they didn't pass, and discuss whether they feel they need extra support or further training in a particular area. This is an opportunity to identify knowledge gaps and offer guidance or resources to help them succeed. Once you're confident they have a clearer understanding of the content, unlock the module to allow them another attempt.

Unlocking the module

Step 2

Click the toggle switch in the row of icons at the top right of the screen, between the gauge and the headset. Your tile view opens.

Step 3

Under Operational excellence, click Ready to sit, the first of its four tiles (blue, with a graduation cap). A page opens, with the Staff list on the right.

Step 4

The Staff list shows the staff members who report to you, each with their Integrity and Certification percentages. Find the staff member whose module you are unlocking.

Step 5

On their row, click the padlock icon, just below the Certificate button. Their locked module appears on the left of the page, with an UnLock button at the right end of its row.

Step 6

If it is a priority module, a message appears at the bottom left of the screen: "Your staff member has priority modules to sit - so their normal modules cannot be accessed until the priority modules have been passed". The staff member must complete the priority module before they can continue with the rest of their learning.

Step 7

Click UnLock, at the right end of the module's row.

Result. The module is unlocked: your staff member can try it again and continue their learning.

Check yourself

Checking your PaT sign-in…

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On this page

  • Steps
  • Step 1
  • Unlocking the module
  • Step 2
  • Step 3
  • Step 4
  • Step 5
  • Step 6
  • Step 7
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