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Foundation

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  • 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
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  • 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 (not passed yet)
  • ○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 (this page)
  • ○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. Section Headers

Section Headers

Summary Drag a new section header into place in an SD, then customise it: add an icon from the icon library, type its title and make the font larger. The indent controls nest a section header…

On this page
  • Steps
  • Step 1
  • Step 2
  • Step 3
  • Adding an icon and a title
  • Step 4
  • Step 5
  • Step 6
  • Step 7
  • Step 8
  • Step 9
  • Step 10
  • Step 11
  • Nesting and collapsing
  • Step 12
  • Step 13
  • Step 14

Summary Drag a new section header into place in an SD, then customise it: add an icon from the icon library, type its title and make the font larger. The indent controls nest a section header beneath another one, so sections sit in a hierarchy. Nested sections can be collapsed and expanded, to keep the SD organised and visually clean.

Steps

Introduction. Adding an icon to a section header helps readers quickly understand its topic at a glance. Indenting sections under a section header groups related information neatly, and you can collapse those sections to save space and keep your SD clean and organised.

Step 1

Open the SD. In the row of purple buttons above its section headers, click and hold the Section Header icon: the first from the left, a numbered list. Drag it into the SD.

Step 2

Let go where the new section header should go, for example just below the SD's last section header. A new, empty row appears there.

Step 3

The New Section Header panel slides out on the right of the screen.

Adding an icon and a title

Step 4

To add an icon, click the icon button: the first of the five light purple buttons under the panel's text box, a picture in a circle. An icon helps users see what a section header is about. The insert ... box opens, on its Icon tab.

Step 5

Under Select an icon, click the small drop-down arrow just right of the icon shown. The list of icons opens.

Step 6

Click the icon you'd like to use. There are 41 pages of icons, both coloured and black-and-white; the arrows at the bottom right of the list move between the pages. If the SD already uses coloured icons, choose a coloured one to keep the style consistent.

Step 7

Click Add Icon, the wide button under the icon. The icon appears in the panel's text box.

Step 8

Type the section header's title in the text box, next to the icon.

Step 9

To make the title stand out, increase its font size. First highlight the title's text.

Step 10

Click the font size drop-down list, the third list at the top of the panel, and select 5 (18pt).

Step 11

Click Save, at the bottom left of the panel. The panel closes, and the new section header shows in the SD with its icon and title. Keep its icon and text size matching the SD's other section headers, for consistency.

Nesting and collapsing

Step 12

To nest the new section header beneath the one above it, click the Indent button on its row: the right-pointing arrow just right of the green dot. The row moves one level to the right.

Step 13

The section header is now indented under the one above it. To collapse that parent section header and hide everything beneath it, click the up arrow at the far left of the parent's row.

Step 14

Everything beneath the parent section header is now hidden, and its arrow points down. To show the nested section header again, click that down arrow. The parent section header expands.

Check yourself

Checking your PaT sign-in…

PreviousSD OverviewNext Security measures for multiple users on a device

On this page

  • Steps
  • Step 1
  • Step 2
  • Step 3
  • Adding an icon and a title
  • Step 4
  • Step 5
  • Step 6
  • Step 7
  • Step 8
  • Step 9
  • Step 10
  • Step 11
  • Nesting and collapsing
  • Step 12
  • Step 13
  • Step 14
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