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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 (this page)
  • ○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 (not passed yet)
  • ○Health and safety templates (not passed yet)
  • Company Structure: adding a new user
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  • 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
  • Ngā Tūmahi Maha
  • 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
  • Te Pono ki ngā Mahi: he aha tēnei, ā, he aha i heke ai
  • 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 Wall
  • Contextual Communication
  • Convert a Note to a Task
  • Create a new SD
  • Critical Chrome Extensions
  • Document Store: shared links, your folders and favourites
  • Fast Notes
  • Getting help: the PaT Helpdesk
  • Global Search
  • How to embed Outlook onto your PaT
  • How to resize your browser to best view PaT
  • How to use the PaT Lite training portal
  • Hurihia te kōrerorero hei tūmahi
  • Insert links
  • Module Learning - Desktop
  • Module Learning - Mobile
  • My Profile
  • Newbie PaT Intro – Chats and SDs
  • Ngā Kōrerorero ā-Rōpū
  • Notes
  • Out Of Office: turning it on, and the calendar on your Task Wall
  • Outlook 2FA Issue
  • PaT He tirohanga whānui ki te Kōrerorero
  • PaT Mobile App – Overview
  • Pātū Tūmahi
  • Preview, download and share files
  • Publish a Bulletin Board Post
  • Pūnaha Whakahaere Tūmahi
  • 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
  • Te Whakahaere Tūmahi
  • Traffic light progress
  • Upload file attachments
  • Video calls on the mobile app
  • Waihangaia he Tūmahi
  • Aratau Whakamātau Puka
  • 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
  • Forms - Extract Data (the AI form builder)
  • 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
  • Me pēhea te whakakā a ngā kaiwhakahaere i te OOF mō ā rātou kaimahi
  • 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
  • Whakakake aunoa
  • PaT Lite: Ngā āhuatanga matua o PaT me mārama koe
  • He aha a PaT, ā, he aha te take nui
  • PaT Lite: Kōrerorero hei Tūmahi
  • PaT Lite: He kupu whakataki ki ngā Strategy Documents
  • PaT Lite: Te Whakaaro Matua – Ngā Paerewa me te Whakatinanatanga Rautaki
  • PaT Lite: He taputapu atamai e whakaaro tahi ana me koe
  • PaT Lite: Ko te Ahurea te Anamata o te Pakihi
  • Nau mai ki te wiki PaT
  • Te whakarite i tō wāhi mahi
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  • Strategy Documents
  • Ngā mahi me ngā taumahi
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  • Te hono i tētahi pūnaha kaute
  • Takiuru kotahi
  • He tirohanga whānui ki te API
  • Ngā tohu uru
  • Ngā webhook
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 (this page)
  • ○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 (not passed yet)
  • ○Health and safety templates (not passed yet)
  1. Tuhinga āwhina
  2. Practitioner
  3. Docking SDs and Updating Images

Kāore anō tēnei whārangi kia whakamāoritia, nō reira kei te whakaaturia ki te reo Pākehā.

Docking SDs and Updating Images

Summary Docking an SD you open every day puts it in your dock, along the bottom of the screen, for rapid access. SDs you use weekly or monthly are better kept in your favourites. You find the SD in…

Kei tēnei whārangi
  • Steps
  • Step 1
  • Step 2
  • Step 3
  • Step 4
  • Giving a docked SD its own image
  • Step 5
  • Step 6
  • Step 7
  • Step 8
  • Step 9
  • Step 10
  • Step 11
  • Step 12
  • Step 13
  • Step 14

Summary Docking an SD you open every day puts it in your dock, along the bottom of the screen, for rapid access. SDs you use weekly or monthly are better kept in your favourites. You find the SD in Global Search and click Dock, and it appears in your dock with the PaT logo. To make it easy to recognise, you download a free icon, for example from Flaticon, which is saved under Shared Links in the PaT Intranet. Then you hover over the docked SD, choose Update Image and upload the icon.

Steps

Introduction. Your dock is the row of icons along the bottom of the screen. Each SD you dock appears there, so you can open it rapidly. By default, every docked SD shows the same standard PaT logo, so several docked SDs look alike.

Note. Giving each docked SD its own image, such as a calendar, a to-do list or a folder, helps you instantly recognise and open the one you want.

Step 1

Choose which SDs to dock. Docking is useful for SDs that you access daily. SDs that you access weekly or monthly are better off stored in your favourites.

Step 2

To find the SD you want to dock, click Global Search, the purple button at the top right of the screen. The Global Search panel opens on the right.

Step 3

In the search box at the top of the panel, start typing the SD's name. PaT shows a drop-down list of suggestions. Next to the SD you want, click Dock. To add an SD to your favourites instead, click Fav, under Dock.

Step 4

The SD opens and appears in your dock, at the bottom of the screen. By default, it shows the standard PaT logo. It is best to update this to a more meaningful image, as the next steps show.

Giving a docked SD its own image

Step 5

A good site for images is flaticon.com, which offers millions of free icons and graphics. A link to it is saved in the PaT Intranet, under Shared Links, so you can open it without leaving PaT. To open the Intranet, click the globe icon at the top left of the screen, just left of the Task Wall tab. The Intranet panel opens on the left.

Step 6

In the Intranet panel, click Shared Links to expand it.

Step 7

Under Shared Links, click Apps (useful) to expand it.

Step 8

Under Apps (useful), click Flat Icon. Flaticon opens in a new tab within PaT. Occasionally, it may open a Photoshop subscription page instead: simply close that tab. You do not need to pay for any images.

Step 9

In the search box in the middle of the Flaticon page, search for an icon that suits the SD. For example, for an SD about forms, search for a form icon.

Step 10

Find the icon you want. Click the green download button at the icon's top right, then click PNG.

Step 11

In the box that opens, click Free download, the green button on the right. The box notes that a free download means you must attribute the author.

Step 12

In your dock at the bottom of the screen, hover over the SD's PaT logo. A small menu opens, with Release Dock, Update Image and Update Title. Click Update Image.

Step 13

The Upload new Docked App Image box opens above the dock. Click the box in it that reads Drop your file(s) here or click to add one!, then browse your device and select the image you downloaded. The image updates automatically.

Step 14

Check your dock: the SD now shows its new image instead of the PaT logo.

Check yourself

Checking your PaT sign-in…

O muaDocked ChatsO muri Email to BFF

Kei tēnei whārangi

  • Steps
  • Step 1
  • Step 2
  • Step 3
  • Step 4
  • Giving a docked SD its own image
  • Step 5
  • Step 6
  • Step 7
  • Step 8
  • Step 9
  • Step 10
  • Step 11
  • Step 12
  • Step 13
  • Step 14
PPaT Wiki

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