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Your PaT Pathway

0/46
Foundation
0/43
Practitioner
0/37
Advanced
0/20
Super User

Foundation

  • ○Create a Task (not passed yet)
  • ○Task Wall (not passed yet)
  • ○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 (this page)
  • ○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
  • Faitotonu ʻi hono Fakakakato ʻo e Ngāue: ko e hā ia pea ko e hā ʻoku holo ai
  • 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
  • Ngaahi Ngāue Fakataha
  • 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
  • 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 to task
  • 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
  • Fakatupu ha Ngāue
  • 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
  • Insert links
  • Module Learning - Desktop
  • Module Learning - Mobile
  • My Profile
  • Newbie PaT Intro – Chats and SDs
  • Ngaahi Talanoa Fakakulupu
  • Notes
  • Out Of Office: turning it on, and the calendar on your Task Wall
  • Outlook 2FA Issue
  • Pā Tatā ʻo e Ngaahi Ngāue
  • PaT Mobile App – Overview
  • PaT Vakai Fakalūkufua ki he Chat
  • Preview, download and share files
  • Publish a Bulletin Board Post
  • Puleʻi ʻo e Ngāue
  • 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
  • Sisitēme ki hono Puleʻi ʻo e Ngaahi Ngāue
  • Traffic light progress
  • Upload file attachments
  • Video calls on the mobile app
  • 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
  • Fakaheka hake fakahangatonu
  • Form builder: field types
  • Forms - Extract Data (the AI form builder)
  • Founga ʻe lava ai ʻe he kau pule ʻo fakamoʻui ʻa e OOF maʻá e kau ngāue ʻoku nau puleʻí
  • 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
  • Module Admin: finding and managing modules
  • Module Completion Notification Setup
  • Module Publisher Content Options
  • Mōtē Siviʻi ʻo e Foomu
  • 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
  • PaT Lite: Ko e ngaahi konga mahuʻinga ʻo e PaT ʻoku fiemaʻu ke mahino kiate koe
  • Ko e hā ʻa e PaT pea ko e hā hono mahuʻinga
  • PaT Lite: Talanoa ke Ngāue
  • PaT Lite: Fakafeʻiloaki ʻo e Strategy Documents
  • PaT Lite: Ko e Fakakaukauʻanga Tefito — Ngaahi Tuʻunga mo e Fakahoko ʻo e Ngaahi Founga Ngāue
  • PaT Lite: Ko e ngaahi meʻangāue poto ʻoku fakakaukau fakataha mo koe
  • PaT Lite: Ko e kahaʻu ʻo e pisinisi ko e anga fakafonua
  • Mālō e lelei, talitali lelei ki he wiki PaT
  • Fokotuʻutuʻu hoʻo feituʻu ngāue
  • Ko e uike ʻuluakí
  • Strategy Documents
  • Ngaahi Ngāue mo e Ngāahi Tohi Ngāue
  • Founga ʻo e ngaahi ngofua
  • Talanoa mo e fetalanoaʻaki
  • Foomu mo hono fakahu ʻo e ngaahi fakamatala
  • Ngaahi dashboard mo e lipooti
  • Puleʻi ʻo e kau fakaʻaongaʻi
  • Ngaahi fokotuʻutuʻu ʻo e feituʻu ngāué
  • Fakahoko ha fehokotaki ki ha polokalama tauhi paʻanga
  • Hūʻanga pē taha
  • Vakai fakalūkufua ki he API
  • Ngaahi fakaʻilonga hū ki he polokalama
  • Webhooks
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 (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 (this page)
  • ○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. Ngaahi fakamatala fakahinohino
  2. Foundation
  3. Liliu ʻa e pōtalanoa ki ha ngāue

ʻOku teʻeki ke liliu ʻa e peesi ko ʻení, ko ia ʻoku hā ia ʻi he lea faka-Pilitāniá.

Liliu ʻa e pōtalanoa ki ha ngāue

Fakamatala nounou ʻI he taimi ʻoku totonu ai ke hoko ha pōpoaki talanoa naʻá ke ʻave ko ha ngāue, te ke lava ʻo liliu ia ko ha ngāue. Tōloi ki he toʻohemá ʻi he pōpoakí pea lomiʻi ʻa e ngāue. ʻI he puha Inline Task ʻe ʻasi maí, fili pe ko hai ʻoku ʻoange ki ai ʻa e ngāué…

ʻI he peesi ko ʻení
  • Ngaahi sitepu
  • Sitepu 1
  • Sitepu 2
  • Fakafonu ʻa e ngāué
  • Sitepu 3
  • Sitepu 4
  • Sitepu 5
  • Sitepu 6
  • Sitepu 7
  • Sitepu 8
  • Sitepu 9

Fakamatala nounou ʻI he taimi ʻoku totonu ai ke hoko ha pōpoaki talanoa naʻá ke ʻave ko ha ngāue, te ke lava ʻo liliu ia ko ha ngāue. Tōloi ki he toʻohemá ʻi he pōpoakí pea lomiʻi ʻa e ngāue. ʻI he puha Inline Task ʻe ʻasi maí, fili pe ko hai ʻoku ʻoange ki ai ʻa e ngāué, fakamatalaʻi nounou ia, vakaiʻi ʻa e fakamatala ʻi he pōpoakí ʻoku hiki mai ʻe he PaT, fokotuʻu ha taimi ke ʻosí pea, kapau ʻoku fiemaʻu, fakapipiki ʻa e ngāué ki ha SD ʻoku ʻosi ʻi ai. Pea lomiʻi ʻa e Submit.

Ngaahi sitepu

Talateu. ʻOku ʻaonga makehe ʻa hono liliu ʻo ha pōtalanoa ki ha ngāue ʻi he taimi kuó ke ʻosi ʻave ai ha pōpoaki ki ha taha, ka ʻi he hili iá kuó ke fakatokangaʻi ʻoku totonu ke hoko ia ko ha ngāue. Manatuʻi ʻa e lao fakahinohino ʻa e PaT: “Kapau ʻoku ʻikai mahuʻinga, ʻoku sai pē ke ʻeke. Kapau ʻoku pau ke fakahoko, kuo pau ke hoko ia ko ha ngāue.”

Sitepu 1

ʻI he pōtalanoá, tōloi ki he toʻohemá ʻi he pōpoaki ʻokú ke loto ke liliú: lomiʻi mo puke ʻa e pā ki he laine ko ehema ʻo e mouse ʻi he pōpoakí, pea toho ki he toʻohemá. ʻE ʻasi ʻa e ngaahi meʻa fili ngāue mo tali ʻi he toʻomataʻu ʻo e pōpoakí.

Sitepu 2

Lomiʻi ʻa e ngāue. ʻE fakaava ʻa e puha Inline Task. ʻOku fakamatalaʻi ʻi he ngaahi sitepu ʻi laló ʻa e ngaahi meʻa tefito ki hono fakafonu iá.

Fakafonu ʻa e ngāué

Sitepu 3

ʻI he puha ʻi ʻolunga ʻo e Inline Task, fili ʻa e tokotaha ʻoku vahe ki ai ʻa e ngāué: ʻa e tokotaha ʻokú ke ʻoange ki ai ʻa e ngāué.

Sitepu 4

ʻI he konga enter a task description, ʻi lalo pē ʻi he hingoa ʻo e tokotaha kuo vahe ki aí, fakamatalaʻi ʻa e ngāué. ʻAi ke nounou pea fakahangatonu: ʻoku totonu ke fakamatalaʻi ai ʻa e meʻa ʻokú ke fiemaʻu. Kapau ʻoku fiemaʻu ke ke ʻomai ha fakamatala lahi ange, ngāueʻaki ʻa e puha fakamatala lahi ʻi laló.

Sitepu 5

Vakai ki he puha fakamatala lahi ʻi lalo he laine ʻo e ngaahi pihi fokotuʻutuʻu. ʻI he tuʻunga angamahení, ʻoku fakahu ai ʻe he PaT ʻa e pōpoaki talanoa naʻá ke liliu ki ai, hili ʻa e “re:”. Liliu ia pe tānaki atu ha fakamatala ke mahino lelei ki he tokotaha ʻoku vahe ki ai ʻa e ngāué ʻa e meʻa ʻoku fiemaʻu ke fakakakato ʻa e ngāué ʻo fakatatau ki hoʻo fiemaʻú.

Sitepu 6

Ke fokotuʻu ʻa e taimi fakangatangatá, lomiʻi ʻa e puha ʻi he toʻohemá, ʻi ʻolunga siʻi pē he “select a Parent SD”. ʻE fakaava ha kalena: ko e fili ʻaho ʻo e PaT.

Sitepu 7

ʻI he fili ʻahó, lomiʻi ʻa e ʻahó, fokotuʻu ʻa e taimí ʻi he ngaahi puha ʻi ʻolungá, pea lomiʻi leva ʻa e “OK” ʻi lalo. ʻE hā ʻa e ʻahó mo e taimí ʻi he puha taimi fakangatangatá.

Sitepu 8

Kapau ʻokú ke fie maʻu pe ʻoku fiemaʻu ke ke fai ia, fakafehokotaki ʻa e ngāué ki ha SD ʻoku ʻosi ʻi aí: lomiʻi ʻa e “select a Parent SD”, ʻi lalo pē he taimi fakangatangatá, pea fili ʻa e SD.

Sitepu 9

Lomiʻi ʻa e “Submit”, ʻi he tafaʻaki toʻomataʻu ʻi lalo ʻo e Inline Task. ʻE faʻu ʻa e ngāué, pea kuo lava.

Check yourself

Checking your PaT sign-in…

Ki muʻaCapture and Manage HazardsHoko atu Chat Wall

ʻI he peesi ko ʻení

  • Ngaahi sitepu
  • Sitepu 1
  • Sitepu 2
  • Fakafonu ʻa e ngāué
  • Sitepu 3
  • Sitepu 4
  • Sitepu 5
  • Sitepu 6
  • Sitepu 7
  • Sitepu 8
  • Sitepu 9
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