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Your PaT Pathway

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

Foundation

  • ●Create a Task (this page)
  • ○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 (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
  • 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 (this page)
  • ○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 (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. Ngaahi fakamatala fakahinohino
  2. Foundation
  3. Fakatupu ha Ngāue

Naʻe liliu ʻa e peesi ko ʻení ʻe ha mīsini pea ʻe ala ʻi ai ha ngaahi fehālaaki. Lau ʻa e tatau totonu faka-Pilitāniá.

Fakatupu ha Ngāue

Fakamatala nounou Fakatupu ha ngāue ʻaki ʻa e foʻi meʻa + takatakai ʻi lalo ʻo e meʻatokoni. Fili ʻa e tokotaha ʻoku fai ki ai, fakahingoa ia ʻaki ha mataʻitohi ʻe 100 pe siʻi ange pea fokotuʻu ha taimi fakangatangata, pea fakahu ia, pe fakaava ʻa e ngaahi setingi fakalakalaka…

ʻI he peesi ko ʻení
  • Ngaahi sitepu
  • Sitepu 1
  • Sitepu 2
  • Sitepu 3
  • Sitepu 4
  • Sitepu 5
  • Sitepu 6
  • Ngaahi fokotuʻutuʻu fakalakalaka
  • Sitepu 7
  • Sitepu 8
  • Sitepu 9
  • Sitepu 10
  • Sitepu 11
  • Sitepu 12
  • Sitepu 13
  • Sitepu 14
  • Sitepu 15

Fakamatala nounou Fakatupu ha ngāue ʻaki ʻa e foʻi meʻa + takatakai ʻi lalo ʻo e meʻatokoni. Fili ʻa e tokotaha ʻoku fai ki ai, fakahingoa ia ʻaki ha mataʻitohi ʻe 100 pe siʻi ange pea fokotuʻu ha taimi fakangatangata, pea fakahu ia, pe fakaava ʻa e ngaahi setingi fakalakalaka kimuʻa. ʻI he ngaahi setingi fakalakalaka te ke lava ʻo tānaki ha fakamatala lōloa ange, cc ki he kau mēmipa kehe, tānaki ha fakamanatu, fakapipiki ha ngaahi faile, fokotuʻu ke toutou hoko ʻa e ngāue, fokotuʻu hono mahuʻinga pea fakapipiki ia ki ha SD mātuʻa.

Ngaahi sitepu

Sitepu 1

Lomiʻi ʻa e foʻi meʻa + takatakai ʻi he lotomālie ki lalo ʻo e meʻatokoni. ʻE fakaava hake ha ngaahi fakaʻilonga takatakai ʻoku fokotuʻutuʻu hangē ha tahiʻiʻakau.

Sitepu 2

Lomiʻi ʻa e puha fakailoga, ʻa ia ko e fakaʻilonga ʻoku maʻulalo taha ʻi he tafaʻaki toʻohema ʻo e ngaahi fakaʻilonga. ʻE fakaava ʻa e ʻata Fakatupu ha Ngāue.

Sitepu 3

ʻI he Assign To, fili ʻa e tokotaha ʻoku fai ki ai ʻa e ngāue. ʻOku ʻai ʻe he PaT koe ko e tokotaha ke fai ʻa e ngāue, ko ia tuku pē ai ho hingoa kapau ʻoku ke fie tuku ʻa e ngāue kiate koe.

Sitepu 4

ʻI he Task, taipeʻi ʻa e hingoa ʻo e ngāue. ʻE lava ke aʻu ki he mataʻitohi ʻe 100 hono lōloa, pea ʻoku fakahaaʻi ʻe he fakaʻilonga ʻa e lahi ʻo e mataʻitohi ʻoku toe. Kapau ʻoku ke fie fakalahi ʻa e fakamatala ki he ngāue, ngāueʻaki ʻa e ngaahi setingi fakalakalaka, mei he Sitepu 7.

Sitepu 5

Lomiʻi ʻa e puha Deadline ke fokotuʻu ʻa e taimi ʻoku ke fie ʻosi ai ʻa e ngāue. ʻE fakaava ha tohi-tēniti.

Sitepu 6

Lomiʻi ʻa e ʻahó, fokotuʻu ʻa e taimí ʻi he ngaahi puha houa mo e miniti ʻi ʻolunga ʻi he kalenaá, pea lomiʻi ʻa e OK ʻi lalo.

Fakakaukau. Kapau ʻoku ʻikai toe fiemaʻu ha meʻa ʻe taha ki he ngāué, lomiʻi ʻa e Submit now: ʻoku tuʻu ia ʻi he tuliki lalo toʻohemá ʻo e panele, ʻi he tafaʻaki ʻo e Advanced.

Ngaahi fokotuʻutuʻu fakalakalaka

Sitepu 7

Lomiʻi ʻa e Advanced, ʻi he tuliki lalo toʻomataʻu ʻo e panele. ʻE fakaava ʻa e ngaahi fokotuʻutuʻu fakalakalaká ʻi he panele tatau.

Sitepu 8

Tānaki ha fakamatala lahi ange ki he ngāué ʻi he puha lahi ʻi lalo ʻi he ngaahi meʻangāue fakafōmatí. ʻOku ʻikai ha fakangatangata ki he lahi ʻo e ngaahi mataʻitohi ʻi he puha ko ʻení.

Sitepu 9

Ke fakakau ʻa e kau mēmipa kehé ki he ngāué ʻi he cc, lomiʻi ʻa e fakaʻilonga ʻo e kau mēmipá (kakai ʻe toko tolu) ʻi he toʻomataʻu ʻo e hingoá ʻi ʻolunga ʻi he panele.

Sitepu 10

Ke tānaki ha fakamanatu ki he ngāué, lomiʻi ʻa e fakaʻilonga fuka ʻi he ngataʻanga toʻomataʻu ʻo e ngaahi meʻangāue fakafōmatí.

Sitepu 11

Ke ʻapulou ʻa e ngaahi faile ʻoku tānaki mai ha fakamatala lahi ange, toho mo tuku kinautolu ki he pā “Drop your file(s) here or click to add one!”, pe lomiʻi ʻa e pā ke kumi ʻa e ngaahi faile ʻi hoʻo meʻangāué.

Sitepu 12

Ke toutou hoko ʻa e ngāué, lomiʻi ʻa e fakaʻilonga ʻo e foʻi takai (ngaahi ngahau ʻe ua) ʻi he vahaʻa ʻo e taimi fakangataʻangá mo e puha mahuʻinga ʻo e ngāué.

Sitepu 13

Fili ha mahuʻinga ʻo e ngāue ʻi he puha ʻi he tafaʻaki toʻomataʻu ʻo e fakaʻilonga takatakai: Siʻisiʻi, Lotoloto pe Māʻolunga.

Sitepu 14

Ke fakapipiki ʻa e ngāue ki ha SD mātuʻa, fili ia ʻi he Fili ha SD Mātuʻa. ʻI he taimi te ke toe fakaava ai ʻa e SD ko iá, ʻe ʻasi ʻa e ngāué ʻi hono tumuʻaki, ko ia te ke lava foki ʻo vakaiʻi ai hono fakalakalaká.

Sitepu 15

ʻI hoʻo ʻosi, lomiʻi ʻa e Fakahū ʻi he tuliki ki lalo ʻi he toʻomataʻu ʻo e pēsí.

Check yourself

Checking your PaT sign-in…

Ki muʻaDocument Store: shared links, your folders and favouritesHoko atu Fast Notes

ʻI he peesi ko ʻení

  • Ngaahi sitepu
  • Sitepu 1
  • Sitepu 2
  • Sitepu 3
  • Sitepu 4
  • Sitepu 5
  • Sitepu 6
  • Ngaahi fokotuʻutuʻu fakalakalaka
  • Sitepu 7
  • Sitepu 8
  • Sitepu 9
  • Sitepu 10
  • Sitepu 11
  • Sitepu 12
  • Sitepu 13
  • Sitepu 14
  • Sitepu 15
PPaT Wiki

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  • Ngaahi fakakaukau tefito
  • Ngaahi fakatahatahaʻanga
  • Fakahinohino ki he API

Tokoni

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  • Fōlomu fakakolo
  • Fetuʻutaki mai
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