Archiving To-Do Documents & Forms

Alicia Brown

You can archive outstanding to do forms and Documents sent through scheduler! This can be useful to help clear off irrelevant documents and forms from both the web and user’s mobile device. This helps to declutter outstanding to-do’s and bring focus to current tasks.     Documents: To get started, navigate to the ‘documents’ tab, then ‘to-do documents’ Select the …

Replacing Expired Training

Joelle McMillan

When you have a new certificate for third-party training to upload into the Training record library, you can simply replace the expired one. To replace a previously uploaded certificate, navigate to the Training Record Library. Find the group/certificate you are looking to update. Select the Pencil ‘edit’ icon beside the certificate name. A window will appear with the document details …

Form Template “Watchers”

Alicia Brown

We’ve introduced an awesome new feature in forms! This new feature allows you to add watchers to a particular form template. When a user submits a form template, an email will be sent notifying all the users attached as watchers to that template. This can be especially useful: HR or other departments to be notified Third party to be notified …

LMS Course Settings & Training Record Groups

Alicia Brown

This Months user tip is all about course settings in the LMS: View course details & duration Set up course settings such as expiry and days to complete Select training record group First navigate to the LMS and the ‘all training courses’ page. To view each courses duration and course outline, select ‘details’ beside the course name. Beside the course …