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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 (this page)
  • ○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 (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 (this page)
  • ○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 (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. Ngaahi Ngāue Fakataha

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.

Ngaahi Ngāue Fakataha

Fakamatala nounou Ko e ngāue fakataha ko ha ngāue pē ʻe taha ʻoku ʻoange ki ha kakai tokolahi ʻi he taimi pē ʻe taha. ʻOku maʻu ʻe he tokotaha taki taha ha tatau ke fakakakato, ko ia ʻoku ʻikai fiemaʻu ke ke faʻu ha ngāue makehe maʻá e tokotaha taki taha. Faʻu ia ʻi loto ʻi ha SD…

ʻI he peesi ko ʻení
  • Ngaahi sitepu
  • Sitepu 1
  • Sitepu 2
  • Sitepu 3
  • Sitepu 4
  • Sitepu 5
  • Sitepu 6
  • Sitepu 7
  • Sitepu 8
  • Sitepu 9
  • Sitepu 10
  • Sitepu 11
  • Vakaiʻi ʻa e fakalakalaka ʻa e tokotaha kotoa pē
  • Sitepu 12
  • Sitepu 13
  • Sitepu 14

Fakamatala nounou Ko e ngāue fakataha ko ha ngāue pē ʻe taha ʻoku ʻoange ki ha kakai tokolahi ʻi he taimi pē ʻe taha. ʻOku maʻu ʻe he tokotaha taki taha ha tatau ke fakakakato, ko ia ʻoku ʻikai fiemaʻu ke ke faʻu ha ngāue makehe maʻá e tokotaha taki taha. Faʻu ia ʻi loto ʻi ha SD, pea ʻoku fakahā ʻe he SD ʻa e fakalakalaka ʻa e tokotaha kotoa ʻi ha feituʻu pē ʻe taha: ko hai kuo ʻosi, ko hai kuo kole ke toe lahi ange hono taimí, ko hai kuo tōmui ʻi he taimi kotó, pea ko hai teʻeki ai ke kamata.

Ngaahi sitepu

Sitepu 1

Fakaava ʻa e SD ʻoku kau ki ai ʻa e ngāué.

Sitepu 2

Kumi ʻa e laine ʻo e ngaahi fakamanatu lanu puluʻuli ʻi ʻolunga ʻi he ngaahi ʻuluʻi konga ʻo e SD. Ko e fakaʻilonga ʻo e Task ko e fā ia mei he toʻohemá: ko ha fakaʻilonga fakapapau ʻi ha puha.

Sitepu 3

Lomiʻi pea puke ʻa e fakaʻilonga ʻo e Task, toho ia ki he SD, pea tuku ia ʻi lalo ʻi he ʻuluʻi konga ʻoku kau ki ai ʻa e ngāué. ʻE hā ai ha laine foʻou ʻo e ngāué, pea ʻe fakaava ʻa e panel ʻo e Insert a task ʻi he tafaʻaki toʻomataʻu ʻo e meʻā.ʻilo.

Sitepu 4

ʻI he Assign To, fakahū ʻa e ʻuluaki tokotaha ʻoku fakataumuʻa ki ai ʻa e ngāué.

Sitepu 5

Ke ʻoange ʻa e ngāué ki ha kakai tokolahi ange, lomiʻi ʻa e fakaʻilonga Members (kakai ʻe toko ua) ʻi he toʻomataʻu ʻo e Assign To. ʻE fakaava ʻa e panel CC Assignee's.

Sitepu 6

Lomiʻi ʻa e + ʻi he tuliki toʻomataʻu ʻi ʻolunga ʻo e paeneli.

Sitepu 7

Tānaki atu ʻa e tokotaha takitaha: taipeʻi hono hingoa ʻi he puha kumi ʻi ʻolunga, pe lomiʻi hono hingoá ʻi he lisi ʻo e Kau Tuku Ngāue Ne toki Ngāueʻaki ʻi lalo ai. Ko e tokotaha kotoa pē ʻokú ke tānaki atú ʻe hā ʻi he lisi ʻo e Kau Tuku Ngāue CC. Ke toʻo ha tokotaha, lomiʻi ʻa e fakaʻilonga ki he laʻitā minus ʻi he ngataʻanga ʻo hono lainí.

Sitepu 8

Ka hili hono fakahū ʻa e tokotaha kotoa pē ki he lisí, lomiʻi ʻa e ngahau foki ʻi he tuliki toʻohema ʻi lalo ʻo e paenelí ke foki ki he Fakahu ha ngāue.

Sitepu 9

ʻI he Ngāué, fakamatalaʻi ʻa e meʻa ʻoku fiemaʻu ke fakahokó, ʻaki ha mataʻitohi ʻe 100 pe siʻi ange.

Sitepu 10

Fokotuʻu ʻa e Taimi Fakangataʻangá, pea lomiʻi ʻa e Fakahū.

Sitepu 11

ʻOku maʻu he taimí ni ʻe he tokotaha kotoa ʻa e ngāué: ʻa e tokotaha ʻi he Tuku Ngāue Ki aí mo e tokotaha taki taha kuo fakahū ko ha Kau Tuku Ngāue CC. ʻI he SD, ʻoku kamata ʻa e laine ʻo e ngāué ʻaki ʻa e “CC:” pea ʻoku hā ʻa e tokotaha ʻuluaki ʻi he Ngāue ʻOku Fakahaʻá.

Vakaiʻi ʻa e fakalakalaka ʻa e tokotaha kotoa pē

Sitepu 12

ʻI he laine ʻo e ngāué ʻi he SD, lomiʻi ʻa e kiʻi meʻa lomi SD ʻi he tafaʻaki toʻohema pē ʻo e kiʻi fakamaʻu pepa.

Sitepu 13

ʻOku ava ha peesi ki he ngāué, pea ʻoku ʻi ai ha laine ʻe taha ki he tokotaha takitaha: ko honau hingoá ʻoku hā ʻi lalo ʻi he Action By, pea ko honau ʻaho ʻe ʻosí ʻoku hā ʻi lalo ʻi he Action Date.

Sitepu 14

ʻOku fakahaaʻi ʻe he lanu ʻo e laine takitaha ʻa e tuʻunga ʻo e ngāue ʻa e tokotaha ko iá: - Mata lanumata: kuo ʻosi ʻene ngāué. - Mata lanupulū: kuo kole ke toloi e ngāué, pea ʻoku tatali ʻa e kolé ki hano fakangofua. - Mata kulokula: kuo ʻikai lava ʻene ngāué ʻi he taimi kotó. - Mata ʻuliʻuli: teʻeki ai ke fai ha ngāue, pea ʻoku teʻeki ai ke tōmui e taimi kotó.

Fakakaukau. ʻE lava foki ke ke faʻu ha ngāue mei he Menu PaT, ʻa ia ko e foʻi pētoni takatakai + ʻi lalo ʻo e sīpiká. Fili ʻa e Create Task. Fokotuʻu ia ʻi loto ʻi ha SD, ʻo hangē ko ia ʻi ʻolungá, kapau ʻokú ke loto ke sio ki he fakalakalaka ʻa e tokotaha kotoa.

Check yourself

Checking your PaT sign-in…

Ki muʻaMoving Section HeadersHoko atu PaT AI

ʻI he peesi ko ʻení

  • Ngaahi sitepu
  • Sitepu 1
  • Sitepu 2
  • Sitepu 3
  • Sitepu 4
  • Sitepu 5
  • Sitepu 6
  • Sitepu 7
  • Sitepu 8
  • Sitepu 9
  • Sitepu 10
  • Sitepu 11
  • Vakaiʻi ʻa e fakalakalaka ʻa e tokotaha kotoa pē
  • Sitepu 12
  • Sitepu 13
  • Sitepu 14
PPaT Wiki

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

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  • Fōlomu fakakolo
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