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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 (this page)
  • ○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 (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
  • 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
  • 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
  • Tō wiki tuatahi
  • Strategy Documents
  • Ngā mahi me ngā taumahi
  • Te tauira whakaaetanga
  • Kōrerorero me te whakawhitiwhiti whakaaro
  • Ngā puka me ngā tukunga
  • Ngā papatohu me ngā pūrongo
  • Te whakahaere kaiwhakamahi
  • Ngā tautuhinga mokowāmahi
  • 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 (this page)
  • ○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 (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. Ngā Tūmahi Maha

I whakamāoritia ā-ipurangi tēnei whārangi, ā, tērā pea he hapa kei roto. Pānuitia te mea taketake i te reo Pākehā.

Ngā Tūmahi Maha

Whakarāpopototanga He tūmahi maha he tūmahi kotahi ka tukuna ki ētahi tāngata i te wā kotahi. Ka whiwhi ia tangata i tāna ake kape hei whakaoti, nō reira kāore koe e mate ki te waihanga tūmahi motuhake mō ia tangata. Waihangatia ki roto i tētahi SD…

Kei tēnei whārangi
  • Ngā Hipanga
  • Hipanga 1
  • Hipanga 2
  • Hipanga 3
  • Hipanga 4
  • Hipanga 5
  • Hipanga 6
  • Hipanga 7
  • Hipanga 8
  • Hipanga 9
  • Hipanga 10
  • Hipanga 11
  • Te aroturuki i te ahunga whakamua a te katoa
  • Hipanga 12
  • Hipanga 13
  • Hipanga 14

Whakarāpopototanga He tūmahi maha he tūmahi kotahi ka tukuna ki ētahi tāngata i te wā kotahi. Ka whiwhi ia tangata i tāna ake kape hei whakaoti, nō reira kāore koe e mate ki te waihanga tūmahi motuhake mō ia tangata. Waihangatia ki roto i tētahi SD, ā, ka whakaaturia e te SD te ahunga whakamua a te katoa ki te wāhi kotahi: ko wai kua oti, ko wai kua tono kia whakawhānuihia te wā, ko wai kua hipa i te rā kati, ā, ko wai anō kāore i tīmata.

Ngā Hipanga

Hipanga 1

Whakatuwheratia te SD nō reira mai te tūmahi.

Hipanga 2

Kimihia te rārangi pātene papura kei runga ake i ngā pane wāhanga o te SD. Ko te ata Tūmahi te tuawhā mai i te mauī: he tohu tiki kei roto i tētahi pouaka.

Hipanga 3

Pāwhiritia, puritia hoki te ata Tūmahi, tōia ki runga i te SD, kātahi ka tukuna ki raro i te pane wāhanga nō reira mai te tūmahi. Ka puta he rārangi tūmahi hou ki reira, ā, ka tuwhera te paewhiri Kōkuhu tūmahi ki te taha matau o te mata.

Hipanga 4

I te wāhanga Tautapa Ki, tāpirihia te tangata tuatahi māna te tūmahi.

Hipanga 5

Hei tautapa i te tūmahi ki ētahi atu tāngata, pāwhiritia te ata Mema (e rua ngā tāngata) kei te taha matau o Tautapa Ki. Ka tuwhera te paewhiri CC Assignee's.

Hipanga 6

Pāwhiritia te + kei te kokonga matau o runga o te paewhiri.

Hipanga 7

Tāpirihia ia tangata: patohia tōna ingoa ki te pouaka rapu kei runga, pāwhiritia rānei tōna ingoa i te rārangi Kaiwhiwhi Tūmahi Nō Nāianei kei raro iho. Ka puta te katoa ka tāpirihia e koe ki te rārangi Kaiwhiwhi Tūmahi CC. Hei tango i tētahi tangata, pāwhiritia te tohu tango kei te pito o tōna haupae.

Hipanga 8

Kia noho katoa ngā tāngata ki te rārangi, pāwhiritia te pere hoki kei te kokonga mauī o raro o te paewhiri, kia hoki ai ki te kōwhiringa Tāuru Tūmahi.

Hipanga 9

I te wāhanga Tūmahi, whakaahuatia ngā mahi hei whakaoti, kia kaua e neke ake i te 100 pūāhua.

Hipanga 10

Tautuhia te Rā Whakakapi, kātahi ka pāwhiritia te Tuku.

Hipanga 11

Kei ia tangata te tūmahi ināianei: ko te tangata kei te wāhanga Tautapa Ki me ia kaiwhiwhi CC. I te SD, ka tīmata te haupae o te tūmahi ki te "CC:", ā, ka whakaaturia te tangata tuatahi i raro i te Mahi Mā.

Te aroturuki i te ahunga whakamua a te katoa

Hipanga 12

I te haupae o te tūmahi i te SD, pāwhiritia te pātene SD iti kei te taha mauī tonu o te topenga pepa.

Hipanga 13

Ka tuwhera he whārangi mō te tūmahi, kotahi te rārangi mō ia tangata: ka whakaaturia tōna ingoa ki raro i te Tautapa, me tōna rā kati ki raro i te Rā Tautapa.

Hipanga 14

E whakaatu ana te tae o ia rārangi i te āhua o te mahi a taua tangata: - Kākāriki: kua oti i a ia te tūmahi. - Kahurangi: kua tono ia kia hiki te wā, ā, kei te tatari te tono kia whakaaetia. - Whero: kua hipa te rā kati. - Pango: kāore anō ia kia mahi, ā, kāore anō kia hipa te rā kati.

Tohutohu. Ka taea hoki te waihanga tūmahi mai i te Tahua PaT, mai i te pātene porowhita + kei raro o te mata, mā te kōwhiri i te Waihanga Tūmahi. Waihangatia ki roto i tētahi SD, pērā i runga ake nei, ina hiahia koe ki te tiro i te ahunga whakamua a te katoa.

Check yourself

Checking your PaT sign-in…

O muaMoving Section HeadersO muri PaT AI

Kei tēnei whārangi

  • Ngā Hipanga
  • Hipanga 1
  • Hipanga 2
  • Hipanga 3
  • Hipanga 4
  • Hipanga 5
  • Hipanga 6
  • Hipanga 7
  • Hipanga 8
  • Hipanga 9
  • Hipanga 10
  • Hipanga 11
  • Te aroturuki i te ahunga whakamua a te katoa
  • Hipanga 12
  • Hipanga 13
  • Hipanga 14
PPaT Wiki

He tuhinga, he pātengi raraunga mātauranga, he tautoko ā-hapori hoki mō People and Tasks.

Tuhinga

  • Te tīmatanga
  • Ngā ariā matua
  • Ngā tuituitanga
  • Tohutoro API

Tautoko

  • Pātengi raraunga mātauranga
  • Huinga ā-hapori
  • Whakapā mai
  • Tūnga ratonga

Kamupene

  • PaT
  • Tuhinga rangitaki
  • Ngā Ture
  • Tūmataitinga

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