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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 (this page)
  • ○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. Documentatie
  2. Practitioner
  3. Info Icons

Deze pagina is nog niet vertaald en wordt daarom in het Engels weergegeven.

Info Icons

Summary An info icon gives users extra information about a section header in an SD, to help them understand each section. You write the information, and can add files, from the section header's edit…

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Summary An info icon gives users extra information about a section header in an SD, to help them understand each section. You write the information, and can add files, from the section header's edit panel. Once you save, an orange info icon shows at the right end of the section header's row. Clicking it opens the extra information.

Steps

Introduction. Info icons are a great tool for giving users more information, to help their understanding when they navigate through SDs. You can add an info icon to a new section header as you drag it into the SD, or add one to an existing section header. The steps below add one to an existing section header.

Step 1

In the SD, find the section header's row. Click the small grey edit button on that row, just to the left of the section header's icon. The Edit Section Header panel opens on the right of the screen.

Step 2

Under the panel's text box is a row of buttons. Click the orange info icon, an i in a circle, at the right end of that row. The Topic Info panel opens.

Step 3

In the large text box at the top of the Topic Info panel, write the extra information you want to add to the section header. The tools above the box let you format the text.

Step 4

To give more context, you can also add files. Drag them onto the dashed box under the text box, or click Browse in that box to upload them from your device.

Step 5

When you have finished, click the back button, an arrow at the bottom left of the panel. The Edit Section Header panel shows again.

Step 6

Click Save, at the bottom left of the Edit Section Header panel. The panel closes.

Viewing the extra information

Step 7

An orange info icon now shows at the far right of the section header's row, to the right of the padlock. Click it to see the extra information. The Topic Information box opens in the middle of the screen.

Step 8

To close the box, click the x at its top right.

Check yourself

Checking your PaT sign-in…

VorigeHow to unlock a module for a staff memberVolgende Inline chats

Op deze pagina

  • Steps
  • Step 1
  • Step 2
  • Step 3
  • Step 4
  • Step 5
  • Step 6
  • Viewing the extra information
  • Step 7
  • Step 8
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