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Super User

Super User

  • ○Company Structure: departments, job titles and roles (not passed yet)
  • ○Company Structure: modules for a site or a country (not passed yet)
  • ○The org chart (not passed yet)
  • ○Company Structure: process categories (not passed yet)
  • ○Company Structure: adding a new user (not passed yet)
  • ○Company Structure: customer companies (not passed yet)
  • ○How to set up your SD Map (not passed yet)
  • ○PaT Business Unit Template Overview (not passed yet)
  • ○How to edit an existing Bulletin Board Post (not passed yet)
  • ○System Config: company settings (not passed yet)
  • ●System Activity: escalations, logins, emails and more (this page)
  • ○Manage users (not passed yet)
  • ○SD Workflows - Workflow Settings (not passed yet)
  • ○SD Workflows - Multi Submit (not passed yet)
  • ○Forms - API Integration (not passed yet)
  • ○Connections: linking PaT to Microsoft 365 (not passed yet)
  • ○LMS Metrics - If you can't measure it, you can't manage it (not passed yet)
  • ○How to create a campaign for the PaT Lite training portal (not passed yet)
  • ○Pacing recertifications and escalations (not passed yet)
  • ○LMS Feedback: learner ratings and comments (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
Super User quizzes: 0 of 20 passed
  • ○Company Structure: departments, job titles and roles (not passed yet)
  • ○Company Structure: modules for a site or a country (not passed yet)
  • ○The org chart (not passed yet)
  • ○Company Structure: process categories (not passed yet)
  • ○Company Structure: adding a new user (not passed yet)
  • ○Company Structure: customer companies (not passed yet)
  • ○How to set up your SD Map (not passed yet)
  • ○PaT Business Unit Template Overview (not passed yet)
  • ○How to edit an existing Bulletin Board Post (not passed yet)
  • ○System Config: company settings (not passed yet)
  • ●System Activity: escalations, logins, emails and more (this page)
  • ○Manage users (not passed yet)
  • ○SD Workflows - Workflow Settings (not passed yet)
  • ○SD Workflows - Multi Submit (not passed yet)
  • ○Forms - API Integration (not passed yet)
  • ○Connections: linking PaT to Microsoft 365 (not passed yet)
  • ○LMS Metrics - If you can't measure it, you can't manage it (not passed yet)
  • ○How to create a campaign for the PaT Lite training portal (not passed yet)
  • ○Pacing recertifications and escalations (not passed yet)
  • ○LMS Feedback: learner ratings and comments (not passed yet)
  1. Ngaahi fakamatala fakahinohino
  2. Super User
  3. System Activity: escalations, logins, emails and more

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

System Activity: escalations, logins, emails and more

Summary System Activity, in the System Administration menu, shows what PaT has been doing for the company. Its tabs cover escalations, sign-ins, the email queue, recertifications and bulletin board…

ʻI he peesi ko ʻení
  • Escalations
  • Step 1
  • Step 2
  • Step 3
  • Step 4
  • Sign-ins
  • Step 1
  • The email queue
  • Step 1
  • Step 2
  • Recertifications
  • Step 1
  • Step 2
  • Bulletin board posts
  • Step 1
  • Step 2

Summary System Activity, in the System Administration menu, shows what PaT has been doing for the company. Its tabs cover escalations, sign-ins, the email queue, recertifications and bulletin board posts.

Escalations

Step 1

On your dashboard, open System Administration and click System Activity. It opens on Escalations.

Step 2

The top half is for escalations due to modules and audits not completed by their due dates. Search by first name, or click All, to list the people with them.

Step 3

The lists beside it show the escalation tasks, with the date created, assignee, deadline, task description, status, whether the test was passed, when it was last sat, and whether the escalation is done and active.

Step 4

The bottom half does the same for ordinary tasks not completed by their due dates.

Sign-ins

Step 1

Click Login to see charts of unique sign-ins per day, unique mobile sign-ins per day and sign-ins per hour.

The email queue

Step 1

Click Email to see the emails PaT has queued, with the address, subject, queue type, queue date, failure count, whether it was cancelled, when it is processed and whether it has been.

Step 2

Use Search for to find one. Each row has Resend Email and Cancel buttons.

Recertifications

Step 1

Click Recertifications. Choose the number of historical days and of forecast days, then click Refresh.

Step 2

The charts show historical recertifications, forecast recertifications and throttled recertifications (see the module Pacing recertifications and escalations).

Bulletin board posts

Step 1

Click Bulletins to list every bulletin board post, with its date, author, header, comment, image and status.

Step 2

Search by name, header or comment, or sort by any field. Each post has Delete, and changes are saved with Submit.

Check yourself

Checking your PaT sign-in…

Ki muʻaSD Workflows - Workflow SettingsHoko atu System Config: company settings

ʻI he peesi ko ʻení

  • Escalations
  • Step 1
  • Step 2
  • Step 3
  • Step 4
  • Sign-ins
  • Step 1
  • The email queue
  • Step 1
  • Step 2
  • Recertifications
  • Step 1
  • Step 2
  • Bulletin board posts
  • Step 1
  • Step 2
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