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Advanced quizzes: 0 of 37 passed
  • ○Form Test Mode (not passed yet)
  • ○Pure Forms (not passed yet)
  • ○Conditional Formatting (not passed yet)
  • ○How to upload form elements to an SD (not passed yet)
  • ○Forms - Extract Data (the AI form builder) (not passed yet)
  • ○How to make form templates live for everyone to use (not passed yet)
  • ○Form builder: field types (not passed yet)
  • ○SD Forms (not passed yet)
  • ○Build a reporting system (not passed yet)
  • ○Endpoint Manager: finding endpoints and building your own UDF (not passed yet)
  • ○Configuring a UDF: columns and calculated columns (not passed yet)
  • ○Configuring a UDF: filters, grouping and endpoint details (not passed yet)
  • ○SD Dashboard: building a dashboard (not passed yet)
  • ○PaT SD Map Presentation (not passed yet)
  • ○PaT SD Map Overview (not passed yet)
  • ○Strategy System (not passed yet)
  • ○PaT SD Templates Overview (not passed yet)
  • ○How to use the PAR SD (not passed yet)
  • ○SD Security Settings (not passed yet)
  • ○SD Template Helper Functions (not passed yet)
  • ○Mastering the Business Strategy Template (not passed yet)
  • ○Using SDs as the LMS Document (not passed yet)
  • ○How to embed an SD into the LMS (not passed yet)
  • ○How to build modules in the Module publisher (not passed yet)
  • ○Module Publisher Content Options (not passed yet)
  • ○How to create module quizzes (not passed yet)
  • ○How to create module comprehension audits (not passed yet)
  • ○Module Completion Notification Setup (not passed yet)
  • ○Customer-specific training: setting it up (not passed yet)
  • ○How to create module evidential audits (not passed yet)
  • ●Module Admin: finding and managing modules (this page)
  • ○Auto Escalation (not passed yet)
  • ○How managers can turn on OOF for their staff (not passed yet)
  • ○Using Chat to SD to go from being a good manager to a great one (not passed yet)
  • ○Throttling (not passed yet)
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  1. Documentation
  2. Advanced
  3. Module Admin: finding and managing modules

Module Admin: finding and managing modules

Summary Module Admin, in the Learning Management System (LMS) menu, is where modules are found and managed. Only SOPPaC Designers can open it. It lists every module by process category, with…

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Summary Module Admin, in the Learning Management System (LMS) menu, is where modules are found and managed. Only SOPPaC Designers can open it. It lists every module by process category, with filters, a chart of their state, and the buttons to preview, publish, edit and archive each one.

Steps

Step 1

On your dashboard, open Learning Management System (LMS) and click Module Admin. If you are not a SOPPaC Designer, PaT says the feature is only available to SOPPaC Designers.

Step 2

On the left, filter by Module Type (SOP, Policies, Concepts, H&S_Policies, H&S_SOPs, Customer/Other, Archived or 3rd Party) and by Process Owner.

Step 3

The chart shows the share of modules that are public, sandbox, incomplete or ideas.

Step 4

The list groups the modules by process category, with each module's id, name, content owner, role and when it was last saved. Use search to find one.

Step 5

On each row, the question mark previews the quiz (dark grey means the module has no quiz yet) and the page icon previews the document.

Step 6

The tick box shows whether the module is public.

Step 7

The magic pen opens the module in the Module Publisher (see How to build modules in the Module publisher).

Step 8

The minus archives the module: it moves to the PAT department with the role archived, and you can put it back on a department and role at any time.

Step 9

Modules of the type Customer/Other are set up per customer company: see Customer-specific training: setting it up.

Check yourself

Checking your PaT sign-in…

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  • Step 9
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