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Super User
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 (this page)
  • ○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 (not passed yet)
  • ○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)
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  1. Documentation
  2. Advanced
  3. PaT SD Map Overview

PaT SD Map Overview

Summary Creating your SD Map is a critical initial step in setting up PaT, and it makes the rest of the set-up run smoothly. The PaT SD Map overview SD explains what an SD Map involves. This module…

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

Summary Creating your SD Map is a critical initial step in setting up PaT, and it makes the rest of the set-up run smoothly. The PaT SD Map overview SD explains what an SD Map involves. This module shows its three sections: an introduction with step-by-step guidance, an interactive demo of how to set up your organisational SD Map, and a section of definitions and key principles.

Next: PaT SD Map Presentation, which takes you through the whole SD Map.

Steps

Step 1

Open the PaT SD Map overview SD. It has three sections, from the top: SD Map Introduction, How to set up your Organisational SD Map and Useful knowledge.

Step 2

Start with SD Map Introduction. It gives a brief overview and step-by-step guidance on creating your own SD Map, under three headings: What is an SD Map?, What is an SD (quick overview) and Preparing to set up your own SD Map.

Step 3

How to set up your Organisational SD Map is an interactive demo and deep dive into setting up your organisation's SD Map. To open it, click the downwards arrow at the far left of the section's row, just right of the three short lines. The section expands and the arrow turns to point up.

Step 4

The demo plays inside the section. It opens on the Recursive Organisational SD Map Algorithm diagram, with a purple card titled How to set up your SD Map. Click Next on the card to move through the demo.

Step 5

Expand Useful knowledge, the last section, the same way. It holds definitions and key principles: Definitions, Linking PARs, Embedding SD Links, SD Links and SD Security. Get to know them, so you grasp the SD Map concept thoroughly.

Check yourself

Checking your PaT sign-in…

PreviousModule Publisher Content OptionsNext PaT SD Map Presentation

On this page

  • Steps
  • Step 1
  • Step 2
  • Step 3
  • Step 4
  • Step 5
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