PPaT Wiki
DocumentationPathwayKnowledge baseForumBlogContact
Week streakFOUNDATION0 badges
Language: English
  • English
  • Nederlands
  • Karen (S'gaw)
  • Français
  • Deutsch
  • Lea faka-Tonga
  • Te reo Māori
Ask the community

Your PaT Pathway

0/46
Foundation
0/43
Practitioner
0/37
Advanced
0/20
Super User

Practitioner

  • ○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 (this page)
  • ○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 (not passed yet)
  • ○Health and safety templates (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
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 (this page)
  • ○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 (not passed yet)
  • ○Health and safety templates (not passed yet)
  1. Documentation
  2. Practitioner
  3. LMS Architecture

LMS Architecture

Summary The PaT Learning Management System (LMS) structures learning by connecting modules to roles, and roles to job titles. Setting it up has a discovery phase, where the organisation reviews its…

On this page
  • Steps
  • Step 1
  • Step 2
  • Step 3
  • Step 4
  • Step 5
  • Step 6
  • The building blocks: modules, roles and job titles
  • Step 7
  • Step 8
  • Step 9
  • Step 10
  • Step 11
  • Step 12
  • Step 13
  • The discovery phase
  • Step 14
  • Step 15
  • Step 16
  • Step 17
  • Step 18
  • Step 19
  • Step 20
  • Build, then set and forget
  • Step 21
  • Step 22
  • Step 23

Summary The PaT Learning Management System (LMS) structures learning by connecting modules to roles, and roles to job titles. Setting it up has a discovery phase, where the organisation reviews its structure, a build phase in the Module Publisher, and an automated maintenance stage. PaT builds learning into daily work through tasks and chat, uses spaced repetition so knowledge is retained, and keeps improving the content as users engage with it.

Steps

Introduction. This module explains the architecture of the PaT LMS: how it assigns roles, job titles and modules, and how content is managed, built and continuously improved. Understanding it shows how the LMS makes learning efficient and engaging within your organisation.

Step 1

The LMS roadmap has four stages: Overview, Discovery and planning, Build, and Iterate. The overview covers the key building blocks that make up the LMS, and how the overall system works.

Step 2

Next come discovery and planning. This stage is a great opportunity for the business to grow: a chance to reset, revisit and review its job titles, roles and modules, so they better match its current needs.

Step 3

Then comes the build, where the modules are created, followed by iteration, which keeps improving the system over time.

Step 4

Why the PaT LMS stands out: it is built into tasks and chat, so learning happens naturally during work. The Task Engine makes sure learning no longer falls through the cracks, and PaT Chat lets teams learn together, give feedback and improve content in real time.

Step 5

Flexible, real-world learning: the LMS is fully web-based, with rich formats (text, video, demos and audits) used directly in real work settings for practical learning.

Step 6

Knowledge that sticks: the recurrence engine reinforces learning over time, using proven spaced repetition to build real, lasting skills. PaT forces a regular review cycle, so knowledge is retained over time.

The building blocks: modules, roles and job titles

Step 7

The foundation of the LMS knowledge system is the module to role to job title framework. Modules are connected to specific roles and job titles, so learning is tailored and relevant to each person's responsibilities.

Step 8

At the base is the LMS module itself, where all of the business's intellectual property (IP) is managed. Its content is delivered through text, images, videos or demos. It is designed to transfer knowledge from the leaders who set the standards to the wider team, as they continue to develop and grow.

Step 9

Above the modules are roles: modules are attached to each role across the organisation. Roles represent the different responsibilities people have, the different hats they wear. For example, a sales manager might have several roles, such as supervisor at different levels, or expertise in prospecting and negotiation. Every job title also includes an "all staff" role, covering company policies, health and safety, values and more.

Step 10

At the top, roles are combined into a single job title, which defines what each person is employed to do.

Step 11

Modules are assigned to people through this framework in three ways. The first, at the top level, is the job title, which acts as a matrix of the roles and modules that flow into it.

Step 12

Second, modules can be assigned directly to an employee, such as fire warden, first aid, or health and safety. These are not part of the employee's job title or employment contract, but they are responsibilities that need to be managed. These roles are easy to assign or remove as needed.

Step 13

Third, modules are attached to employees based on customer needs: any customer-specific modules that relate to an employee's role. PaT works out these modules and assigns them to the right employee automatically. This is the full circle learning model, where all learning needs are assigned through the structure.

The discovery phase

Step 14

The discovery phase has three parts. The first is a comprehensive review of your entire organisation: a chance to assess the current setup, reflect on why it was done the way it was, and decide whether it still suits future needs.

Step 15

Start the review by examining the functional business units, or departments, to make sure they are set up correctly: for example operations, customer service, head office and finance.

Step 16

Next, revisit the job titles and assess how they function across the business.

Step 17

Then consider any ancillary job title roles that need to be created. For example, an "all staff" role that everyone must be part of, supervisory roles, or specific PaT roles that allow internal administration of the system.

Step 18

Finally, create independent roles, which keep the business running smoothly even though they are not part of a person's primary job title. You can also design growth roadmaps within departments, so employees progress through different areas one after another or at the same time. PaT can handle any level of complexity. With the structure in place, the next two parts put it to work.

Step 19

The second part of discovery is assigning roles to the job titles, in a job title to role matrix. This is a significant administrative task: deciding which roles are linked to each job title, so that everything is properly aligned.

Step 20

The third part is module to role assignment. Once the roles are defined, identify the right modules for each role and assign them, so they match the role's responsibilities and requirements.

Build, then set and forget

Step 21

In the build phase, use the Module Publisher in PaT. It has two sections: the top section assigns modules to roles, and the bottom section is where you create and manage the module content. With the structure set up, the focus is solely on building the modules.

Step 22

The final stage is set and forget, with continuous iteration. Set up recurring tasks for the LMS content, then hand all follow-ups and escalation management over to PaT, which automates everything. This saves time and makes sure nothing falls through the cracks.

Step 23

Unlike paper-based or poorly managed training systems, PaT handles all of this, so you don't have to worry about maintaining content. As users engage with the modules and comment on them, the modules improve over time, making your system smarter and more effective: a seamless, live learning experience.

Result. The LMS architecture runs from role and module assignment to content management and ongoing improvement. With this structure, you can streamline learning processes and create a more efficient, engaging learning environment for your team.

Check yourself

Checking your PaT sign-in…

PreviousInvite AttendeesNext Moving Section Headers

On this page

  • Steps
  • Step 1
  • Step 2
  • Step 3
  • Step 4
  • Step 5
  • Step 6
  • The building blocks: modules, roles and job titles
  • Step 7
  • Step 8
  • Step 9
  • Step 10
  • Step 11
  • Step 12
  • Step 13
  • The discovery phase
  • Step 14
  • Step 15
  • Step 16
  • Step 17
  • Step 18
  • Step 19
  • Step 20
  • Build, then set and forget
  • Step 21
  • Step 22
  • Step 23
PPaT Wiki

Documentation, knowledge base and community support for People and Tasks.

Documentation

  • Getting started
  • Core concepts
  • Integrations
  • API reference

Support

  • Knowledge base
  • Community forum
  • Contact us
  • Service status

Company

  • PaT
  • Blog
  • Terms
  • Privacy

© People and Tasks. All rights reserved.