General Application Training Videos
Introduction
The General Application training covers the entire platform, offering comprehensive guidance on navigating and utilizing its various functionalities. This includes everything from basic system setup and user management to advanced features like dashboard creation and report publishing. These videos are essential for users at all levels to fully leverage the platform’s capabilities.
Training Videos
Application Overview and System Setup
Recommended Audience: Setup Decision Makers, Administrators, and Super Users
This video covers everything included in the Application Overview and extends into the initial setup of the system. It demonstrates building and editing your location tree, managing users, setting roles, accessing and editing the list editor, creating location tags, announcements, and import templates. Additionally, it includes information on using the recycling bin. This is an invaluable tool for anyone building the platform from scratch or taking over its administration.
Application Overview
Recommended Audience: Setup Decision Makers, Administrators, Super Users, General Users
This video guides new users on how to log in and navigate the system. It includes instructions on editing your profile, creating and completing standalone action items, accessing reports and action search, managing items assigned to you, and using the mobile app. This is a great resource for training employees on the platform once it is live.
Advanced Functionality
Recommended Audience: Setup Decision Makers, Administrators
This video dives into advanced features such as email notifications (creating and managing), dashboard administration (building dashboards, adding, and configuring web parts), and report publishing (how to publish a report for organizational use). It is perfect for users looking to utilize advanced functions of the platform.
Conducting a User Import
Recommended Audience: Setup Decision Makers, Administrators
This video provides a deep dive into creating and accessing import templates, importing user templates, and troubleshooting errors encountered during the import process. It is essential for those managing large-scale user data within the platform.
Dashboards
Recommended Audience: Setup Decision Makers, Administrators
This video offers an in-depth look at how to access, build, and navigate dashboards. It is designed for users responsible for creating and managing dashboards to ensure effective data visualization and reporting.
Completing an Action
Recommended Audience: Setup Decision Makers, Administrators, Super Users, General Users
This video explains how to view and access pre-created action items through the list and calendar view, apply filters, and create and complete module-associated action items. It is useful for anyone involved in action item management within the platform.
Reports
Recommended Audience: Setup Decision Makers, Administrators, Super Users
This video provides a comprehensive overview of the platform’s reporting functions, including filtering through the monitor menu and running module-specific and agency reports like OSHA. It is ideal for users who need to generate and interpret various types of reports.
