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Your PaT Pathway

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Practitioner
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Advanced
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Super User

Foundation

  • ○Create a Task (not passed yet)
  • ○Task Wall (not passed yet)
  • ○Task Management (not passed yet)
  • ●Task Management System (this page)
  • ○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 (not passed yet)
  • ○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)
  • 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
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 (this page)
  • ○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 (not passed yet)
  • ○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. Tuhinga āwhina
  2. Foundation
  3. Pūnaha Whakahaere Tūmahi

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

Pūnaha Whakahaere Tūmahi

Whakarāpopototanga PaT ka taea te whakarite hei pūnaha whakahaere tūmahi. Ka taea e koe te tuku tūmahi māu ake, mā ētahi atu rānei o te tīma, ā, te aroturuki i aua tūmahi katoa ki te wāhi kotahi, kia kore ai e mahue noa iho. Hei tāpiri…

Kei tēnei whārangi
  • Ngā Hipanga
  • Hipanga 1
  • Hipanga 2
  • Te whakaoti tūmahi
  • Hipanga 3
  • Hipanga 4
  • Hipanga 5
  • Te whakaroa i tētahi mahi
  • Hipanga 6
  • Hipanga 7
  • Hipanga 8
  • Hipanga 9
  • Hipanga 10
  • Hipanga 11
  • Te whakahē i tētahi mahi
  • Hipanga 12
  • Hipanga 13
  • Hipanga 14
  • Hipanga 15

Whakarāpopototanga PaT ka taea te whakarite hei pūnaha whakahaere tūmahi. Ka taea e koe te tuku tūmahi māu ake, mā ētahi atu rānei o te tīma, ā, te aroturuki i aua tūmahi katoa ki te wāhi kotahi, kia kore ai e mahue noa iho. I tua atu i te āwhina i te tangata ki te whakarite i ā rātou mahi, kua hoahoatia te whakahaere tūmahi a PaT hei whakatenatena i te noho haepapa me te noho mārama, ā, he Piro Pono tō ia kaiwhakamahi. E whakaatu ana tēnei kōwae me pēhea te whakaoti tūmahi, te tono kia hiki te wā whakaoti, me te whakahē i tētahi tūmahi i tukuna hētia ki te tangata hē. Kei ētahi atu kōwae ngā whakamārama taipitopito mō ngā āhuatanga motuhake o ngā tūmahi.

Ngā Hipanga

Hipanga 1

Kei te Papa Tūmahi ō tūmahi; ka kitea tōna ingoa ki te kokonga mauī o runga o te whārangi. Ina tīpakohia te Hei Mahi i te rārangi ripa kei te taha matau o runga, ka whakarārangihia ō tūmahi ki ngā tīwae e ai ki te wā e tika ana kia oti, mai i ngā mea Kua Tōmuri me Ngā Tūmahi mō Tēnei Rā kei te taha mauī, tae atu ki ngā mea neke atu i te 30 rā kei te taha matau. He kāri ia tūmahi, e whakaatu ana i tōna ingoa me te rā whakaoti.

Hipanga 2

Kei te pokapū o runga o te mata tō Piro Pono: ko te ōrau kua tapaina ko te Pono, kei te taha matau o tō whakaahua kōtaha. E whakaata ana tēnei i te pai o tō whakahaere me tō whakaoti i ngā tūmahi kua tukuna ki a koe. Ka mau tonu te piro ki te taumata pai ina oti i a koe ngā tūmahi i te wā tika. Ka tīmata te heke ina tōmuri ngā tūmahi, ā, kāore he kōrero, he mahi rānei.

Te whakaoti tūmahi

Hipanga 3

I te Papa Tūmahi, pāwhiria te kāri o tētahi tūmahi kua oti i a koe. Ka huaki tētahi paewhiri ki te taha matau o te mata, e whakaatu ana i te ingoa o te tūmahi, te Kaiwhakahaere me te Rā Whakamutunga, me tētahi rārangi ata e whā: he pene, he ripeka whero, he tohu pātai karaka, me tētahi tohu taki kākāriki.

Hipanga 4

Pāwhiria te tohu taki kākāriki, arā, te mea whakamutunga o ngā ata e whā. Ka huaki tētahi pouaka Whakaū ki waenganui o te mata, e tono ana kia whakaū koe e hiahia ana koe ki te whakaoti i te tūmahi.

Hipanga 5

Pāwhiria te Āe. Ka tohua kua oti te tūmahi, ā, ka ngaro atu i tō Papa Tūmahi. Ka taea te aroturuki i ngā tūmahi kua oti mā ngā pūrongo me ngā papatohu, kia tuhia ai ngā mahi, kia kitea ai hoki te ahunga whakamua puta noa i te pakihi.

Te whakaroa i tētahi mahi

He kōrero. Ehara te tono kia whakaroatia tētahi mahi i mua i te hipanga o tōna rā kati i te tohu mahi hē. E whakaatu ana tēnei i te pai o te whakamahere me te whakawhiti kōrero: kua kite wawe koe i tētahi raruraru, ā, kei te whakahaere koe i ngā tūmanako. Mā te tono whakaroa i ngā wā maha ka kitea pea he raruraru ki te nui o ngā mahi, ki te whakahaere wā rānei. Ka whakamahia pea e ngā kaiwhakahaere tēnei hei tohu ko wai e hiahia ana ki te tautoko ake, ki ētahi atu rauemi, ki ngā whakarerekētanga rānei o ā rātou mahi. Ehara te Tohu Pono i te mea hei whiu i te tangata. He mea hei whakapakari i te kawe haepapa, te tū haepapa me te kōrero wawe.

Hipanga 6

Ki te kore e taea e koe te whakaoti i tētahi mahi hei te rā kati, tonoa kia whakaroatia, kaua e waiho kia hipa te rā kati. I te Pātū Mahi, pāwhiria te kāri o te mahi. Ka tuwhera tōna paewhiri ki te taha matau.

Hipanga 7

Pāwhiria te tohu pātai karaka, te tuatoru o ngā ata e whā, kei te taha mauī tonu o te tohutohu kākāriki. Ka tuwhera tētahi pouaka, ko tōna pane ko WHAKAMĀRAMA MAI HE AHA I TONO AI KOE KIA WHAKAROATIA.

Hipanga 8

Ki te pouaka kuputuhi kei raro i taua pane, patohia te take e hiahia ai koe ki te wā atu. Kei raro i te pouaka tētahi tuhipoka whero e kī ana: “Mā tēnei mahi e kati ngā mahi katoa e piki haere ana mō tēnei mahi.”

Hipanga 9

Pāwhiria te pouaka kōwhiria koa he rā kati hōu, kei raro i te tuhipoka whero. Ka tuwhera he maramataka. Kōwhiria te rā hōu, ā, ki te hiahiatia, kōwhiria hoki te wā i ngā pouaka kei runga o te maramataka. Kātahi ka pāwhiria te ĀE kei raro o te maramataka.

Hipanga 10

Pāwhiria te PĀWHIRIA HEI WHAKAROā, kei raro o te pouaka.

Hipanga 11

Ki te mea nā tētahi atu mema o te tīma koe i tautapa ki te mahi, ka tae atu tō tono whakaroa ki a ia, ā, ka taea e ia te whakaae, te whakahē rānei. Ki te mea nāu anō koe i tautapa ki te mahi, ka whakaaetia aunoa te tono, ā, ka whakaatu te kāri o te mahi i te rā kati hōu.

Te whakahē i tētahi mahi

Hipanga 12

Mēnā kua tautapatia tētahi mahi ki te tangata hē, whakakāhoretia kia tae atu ai ki te tangata tika. I te Pātū Mahi, pāwhiritia te kāri o te mahi hei whakatuwhera i tōna paewhiri.

Hipanga 13

Pāwhiritia te ripeka whero, arā, te ata tuarua o ngā ata e whā.

Hipanga 14

Mēnā nāu anō te mahi i tautapa ki a koe, ka puta he pouaka Whakaū e pātai ana mēnā kei te hiahia koe ki te whakahē i tāu ake mahi. Pāwhiritia te ĀE. Ka ngaro te mahi i tō Pātū Mahi.

Hipanga 15

Mēnā nā tētahi atu kaiwhakamahi te mahi i tautapa ki a koe, ka taea e koe te whakamārama i te take e whakakāhoretia ai e koe: kāore e taea e koe te mahi, ehara rānei koe i te tangata tika mō taua mahi. Ka tae atu tō tono whakakāhore ki a rātou. Ka taea e rātou te whakaae, kātahi ka tautapa anō i te mahi, te whakahē rānei, ka waiho tonu te mahi ki a koe. Mā tēnei tikanga whakakāhore e noho ai ngā mahi ki ngā kaipupuri tika.

Check yourself

Checking your PaT sign-in…

O muaPublish a Bulletin Board PostO muri Reading an SD in another language

Kei tēnei whārangi

  • Ngā Hipanga
  • Hipanga 1
  • Hipanga 2
  • Te whakaoti tūmahi
  • Hipanga 3
  • Hipanga 4
  • Hipanga 5
  • Te whakaroa i tētahi mahi
  • Hipanga 6
  • Hipanga 7
  • Hipanga 8
  • Hipanga 9
  • Hipanga 10
  • Hipanga 11
  • Te whakahē i tētahi mahi
  • Hipanga 12
  • Hipanga 13
  • Hipanga 14
  • Hipanga 15
PPaT Wiki

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