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Your PaT Pathway

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Foundation
0/43
Practitioner
0/37
Advanced
0/20
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 (this page)
  • ○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 (not passed yet)
  • ○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 (this page)
  • ○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 (not passed yet)
  • ○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. The org chart

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

The org chart

Summary The org chart (organigram) is a tab of Company Structure, in the System Administration menu that only administrators see. It draws the company three ways: by supervisor, by department or by…

ʻI he peesi ko ʻení
  • Steps
  • Step 1
  • Step 2
  • Step 3
  • Step 4

Summary The org chart (organigram) is a tab of Company Structure, in the System Administration menu that only administrators see. It draws the company three ways: by supervisor, by department or by role. Only active staff are shown.

Steps

Step 1

On your dashboard, open System Administration, click Company Structure, then click organigram.

Step 2

Click Refresh by Supervisor, Refresh by Dept or Refresh by Role to draw the chart that way.

Step 3

By Supervisor shows who reports to whom. By Dept shows each department with its people. By Role shows the roles.

Step 4

Double-click a box to collapse or expand the part below it, and hover over a box to see the department or the supervisor.

Check yourself

Checking your PaT sign-in…

Ki muʻaSystem Config: company settingsHoko atu Add any Image as a Section Header Icon

ʻI he peesi ko ʻení

  • Steps
  • Step 1
  • Step 2
  • Step 3
  • Step 4
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