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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 (this page)
  • ○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 (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 (this page)
  • ○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 (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. Pātū Tūmahi

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

Pātū Tūmahi

Whakarāpopototanga Ka whakaatu te Pātū Tūmahi i ō tūmahi kua whakarōpūhia ki ngā wā e tika ai kia oti, ki ngā tīwae mai i ngā mea kua hipa te rā kati ki ngā mea neke atu i te 30 rā: koinei te tirohanga wā. Ka taea e koe te whakaiti i tētahi rōpū tūmahi kia aro ai ki tētahi wā kotahi. Whakatuwheratia tētahi tūmahi…

Kei tēnei whārangi
  • Ngā Hipanga
  • Hipanga 1
  • Hipanga 2
  • Hipanga 3
  • Hipanga 4
  • Hipanga 5
  • Hipanga 6
  • E mahi ana i tētahi mahi
  • Hipanga 7
  • Hipanga 8
  • Hipanga 9
  • Hipanga 10
  • Hipanga 11
  • Hipanga 12
  • Hipanga 13
  • Hipanga 14
  • Hipanga 15
  • Hipanga 16
  • Ētahi atu tirohanga o tō Pātū Tūmahi
  • Hipanga 17
  • Hipanga 18
  • Hipanga 19
  • Hipanga 20
  • Hipanga 21
  • Hipanga 22
  • Hipanga 23
  • Te tāmata, te rapu me te tikiake
  • Hipanga 24
  • Hipanga 25
  • Hipanga 26

Whakarāpopototanga Ka whakaatu te Pātū Tūmahi i ō tūmahi kua whakarōpūhia ki ngā wā e tika ai kia oti, ki ngā tīwae mai i ngā mea kua hipa te rā kati ki ngā mea neke atu i te 30 rā: koinei te tirohanga wā. Ka taea e koe te whakaiti i tētahi rōpū tūmahi kia aro ai ki tētahi wā kotahi. Whakatuwheratia tētahi tūmahi mai i te pātū hei whakatika, hei tuku kōrero, hei tāpiri kōnae, hei whakahē, hei tono rā kati hou, hei tohu rānei kua oti. Ka taea hoki te whakawhiti tirohanga kia kite i ngā tūmahi kua whakaritea e koe mā ētahi atu, ngā tūmahi a tō tīma, ō tūmahi rānei mā te kāwai. Ka taea hoki te huna i ngā tūmahi whakarahinga, te rapu tūmahi, te tāmata i te pātū, me te tikiake i ō tūmahi ki Excel.

Ngā Hipanga

Kupu Whakataki. Kei te Pātū Tūmahi ngā tūmahi hei mahi māu. Ka tirohia e te nuinga o te tangata i ngā wā puta noa i te rā, kia mōhio ai ki ngā tūmahi kua hipa te rā kati, me whakaoti i tēnei rā, me whakaoti ā muri ake rānei.

Hipanga 1

Pāwhiritia te Pātū Tūmahi kei te taha mauī o runga o te whārangi. Ka tūwhera te pātū ki te tirohanga wā, kei reira ō tūmahi e whakarōpūhia ana ki ngā tīwae e ai ki te wā e tika ai kia oti. Kei te tīwae tuatahi i te taha mauī ngā tūmahi kua hipa te rā kati, arā, te tīwae Kua hipa te rā kati.

Hipanga 2

Kei te tīwae e whai ake nei, arā, ko Tēnei rā, ngā tūmahi me whakaoti i tēnei rā.

Hipanga 3

Kei te tīwae +24 hāora ngā tūmahi me whakaoti i roto i ngā hāora 24 e whai ake nei.

Hipanga 4

Kei te tīwae +48 hāora ngā tūmahi me whakaoti i roto i ngā hāora 48 e whai ake nei, ā, pēnei tonu puta noa i te pātū: 7 rā, 14 rā, 30 rā, neke atu i te 30 rā. He wā tō ia tīwae e tika ai kia oti ngā tūmahi.

Hipanga 5

Hei whakaiti i tētahi rōpū tūmahi, pāwhiritia te pane kei runga rawa o tōna tīwae. Ka iti haere te tīwae, ka kitea ko tōna pane anake, ka huna ngā tūmahi, ā, ka tohu te pere kei te taha matau o te pane ki te taha matau, kaua ki raro. Mā tēnei koe e āwhina ki te aro ki ngā mea me whakaoti i ētahi wā.

Hipanga 6

Hei tauira, whakaitia ngā tīwae 30 rā me te neke atu i te 30 rā, kia aro ki ngā mahi me oti i roto i ngā rā 14 e tū mai nei.

E mahi ana i tētahi mahi

Hipanga 7

Ka taea hoki te whakahaere i tētahi mahi mai i tō Pātū Mahi. Pāwhiria te kāri o te mahi. Ka tuwhera tōna paewhiri ki te taha matau o te mata, ā, kei runga ko te taitara o te mahi, te Kaiwhiwhi me te Rā Mutunga.

Hipanga 8

Ka taea te whakarerekē i ētahi mahi, pēnei i tētahi mahi auau kua whakaritea e koe māu anō. Hei whakarerekē, pāwhiria te ata whakarerekē kākāriki (he pene kei runga i te tapawhā) i ngā taipitopito o te mahi, kei te taha mauī o te X whero. Ka tuwhera he puka whakarerekē ki te paewhiri.

Hipanga 9

Hurihia te Rā Whakataunga, te Taitara, te Kaiwhakarite, te Kaiwhiwhi, te Tūnga Mahi rānei, ina hiahiatia (kei roto hoki i te puka tētahi Kāwai). Kātahi ka pāwhiria te Whakahōu kei raro o te paewhiri.

Hipanga 10

Hei tuhi kōrero ki te tangata nāna te mahi i whakarite māu (ki a koe anō rānei), pāwhiria te ata pene kei te kokonga raro-matau o te paewhiri mahi, kei te taha matau o te topenga pepa. Ka tuwhera he pouaka kōrero.

Hipanga 11

Patohia tō kōrero ki roto i te pouaka. He huarahi pai te kōrero hei tuku kōrero hou mō te mahi, hei whakamōhio hoki i te Kaiwhakarite, i a koe anō rānei, mō te āhua o tō ahunga whakamua.

Hipanga 12

Hei tāpiri i ngā kōnae hei whakatakoto horopaki anō, tōia ki runga i te pae “Tōia ō (kōnae) ki konei, pāwhiri rānei hei tāpiri i tētahi!” kei raro i te pouaka kōrero, pāwhiria rānei te pae hei tirotiro i tō pūrere. Kia rite te kōrero, pāwhiria te “whakaputa kōrero” kei te kokonga raro-matau.

Hipanga 13

Hei whakahē i te tūmahi, pāwhiria te X whero i ngā taipitopito o te tūmahi. Mā tēnei ka tukuna he tono whakahē ki te kaiwhakatau i te tūmahi māu, ā, māna e whakaae, e whakahē rānei tō tono.

Hipanga 14

Ki te hiahia koe kia nui ake te wā hei whakaoti i te tūmahi, pāwhiria te ? karaka kei te taha matau o te X whero hei tono i tētahi rā kati hou. Me whakamārama koe i te take o tō tono.

Hipanga 15

Ka oti i a koe te tūmahi, pāwhiria te tohu taki kākāriki kei te taha matau o ngā taipitopito o te tūmahi.

Hipanga 16

Mō tētahi tūmahi nāu anō i whakarite, ka puta he pouaka e tono ana kia whakaū koe kei te hiahia koe ki te whakaoti i taua tūmahi. Pāwhiria te OK.

Ētahi atu tirohanga o tō Pātū Tūmahi

Hipanga 17

Hei tiro i ngā tūmahi e whakahaerehia ana e koe, arā, ngā tūmahi kua whakaritea e koe mā ētahi atu, pāwhiria te To Manage i te rārangi pātene kei te taha matau o runga o te Pātū Tūmahi. He ōrite te whakarōpūtanga ki tō tirohanga To Do: Kua hipa te rā kati, Ā tēnei rā, Neke atu i te 24 hāora, me ērā atu.

Hipanga 18

Hei tiro i ngā tūmahi mā ia mema o te tīma, pāwhiria te To Team, kei te taha matau o To Manage. Ka whakarārangihia ō tīma ki te taha mauī, i raro i My Team me My SD Teams.

Hipanga 19

Ki te whakahaere koe i ētahi kaimahi, kei roto pea i tō Pātū Tūmahi ngā tūmahi whakateitei, ka tīmata ina hipa te rā kati a ētahi atu. Hei huna i ēnei, kia aro ai koe ki ngā tūmahi māu ake e whakaoti, tīpakohia te Excl Staff Escalations kei runga ake i ngā tīwae, kei te taha mauī o Category me Horizon. Tīpakohia te Include All Tasks hei whakaatu anō i aua tūmahi.

Hipanga 20

Hei tiro i ō mahi mā ia kāwai, tīpakohia te Kāwai, kei runga tonu i a Horizon. He tīwae tō ia kāwai. Ko te kāwai taunoa ko WIP (Kei te Mahia).

Hipanga 21

Hei tāpiri kāwai, pāwhiritia te ata tautuhinga (ngā wīra niho) kei te pito matau o te Pātūmahi, kei te taha matau o my Gantt. Ka tuwhera te paewhiri Kāwai ki te taha matau.

Hipanga 22

Pāwhiritia te Kāwai Hou kei raro rawa o te paewhiri.

Hipanga 23

Whakaurua ngā taipitopito o te kāwai (CategoryName, CategoryColor, CategoryAction me CategoryOrder), kātahi ka pāwhiritia te Tiaki kei raro rawa o te paewhiri.

Te tāmata, te rapu me te tikiake

Hipanga 24

Hei tāmata i tō Pātūmahi, pāwhiritia te pātene tāmata (ngā pere hurihuri e rua) kei te taha mauī o runga o te pātū, kei te taha mauī o te pouaka rapu.

Hipanga 25

Kua kore e kitea tētahi mahi? Patohia tētahi kupu nō tōna whakaahuatanga, tētahi kupu matua rānei, ki te pouaka rapu whakaahuatanga kei te taha mauī o runga o te pātū, kia kitea anō ai.

Hipanga 26

Hei tikiake i ō mahi hei kōnae Excel, pāwhiritia te ata tikiake kei te taha matau tonu o te pouaka rapu.

Check yourself

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Kei tēnei whārangi

  • Ngā Hipanga
  • Hipanga 1
  • Hipanga 2
  • Hipanga 3
  • Hipanga 4
  • Hipanga 5
  • Hipanga 6
  • E mahi ana i tētahi mahi
  • Hipanga 7
  • Hipanga 8
  • Hipanga 9
  • Hipanga 10
  • Hipanga 11
  • Hipanga 12
  • Hipanga 13
  • Hipanga 14
  • Hipanga 15
  • Hipanga 16
  • Ētahi atu tirohanga o tō Pātū Tūmahi
  • Hipanga 17
  • Hipanga 18
  • Hipanga 19
  • Hipanga 20
  • Hipanga 21
  • Hipanga 22
  • Hipanga 23
  • Te tāmata, te rapu me te tikiake
  • Hipanga 24
  • Hipanga 25
  • Hipanga 26
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