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Your PaT Pathway

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

Practitioner

  • ○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 (this page)
  • ○Recurring tasks: create and edit (not passed yet)
  • ○Info Icons (not passed yet)
  • ○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)
  • 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
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 (this page)
  • ○Recurring tasks: create and edit (not passed yet)
  • ○Info Icons (not passed yet)
  • ○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. Ngaahi fakamatala fakahinohino
  2. Practitioner
  3. Invite Attendees

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

Invite Attendees

Summary Invite people to join you in your PaT video room. Hovering over the video chat room button gives you three options: open your room, find a room, or send an invite. Choose a colleague to send…

ʻI he peesi ko ʻení
  • Steps
  • Step 1
  • Inviting a colleague
  • Step 2
  • Step 3
  • Step 4
  • Inviting someone outside the business
  • Step 5

Summary Invite people to join you in your PaT video room. Hovering over the video chat room button gives you three options: open your room, find a room, or send an invite. Choose a colleague to send them an invite, or copy your room's link and send it to someone outside the business, who can join without logging in.

Steps

Step 1

Find the video chat room button: the blue round button with a video camera on it, at the bottom of the screen, to the right of the round + button. When you point at it, the label my Video Room appears. Click it to open your video room straight away. Hover over it instead to see three options: - Open my room: launch your personal video room. - Find a room: search for an existing video room. - Send an invite: share a link to invite others to join.

Inviting a colleague

Step 2

Hover over the video chat room button and click Send an invite, the last of the three options. The Invite a user or share a link to your video room panel opens above the button.

Step 3

Find the colleague's name in the Recent Task Assignees list, or look them up in the search box at the top of the panel. Click their name. An invite is sent to them automatically.

Step 4

A message pops up to confirm it: Room invite notification has been sent.

Inviting someone outside the business

Step 5

To invite someone outside the business, copy your video room's URL and send it to them by email, chat, text or any other way you prefer. When they click the link, they go straight to your video room, with no login needed.

Check yourself

Checking your PaT sign-in…

Ki muʻaInline chatsHoko atu LMS Architecture

ʻI he peesi ko ʻení

  • Steps
  • Step 1
  • Inviting a colleague
  • Step 2
  • Step 3
  • Step 4
  • Inviting someone outside the business
  • Step 5
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