Tagging System
- 00:00 – Module Overview
- 00:25 – Admin Permissions Required and Admin Options
- 01:00 – Manage Tags (Add, Remove, Edit)
- 03:00 – Manage User Tags
- 03:30 – Add Tags to Individual User, Independent Tags Example
- 04:15 – Combined vs. Individual
- 05:45 – Combined Tags Example
- 06:30 – Batch Edit, Add, and Remove Tags to Multiple Users
- 08:00 – Tag Relationships to a Resource, Auto-Add Applicable Tagged Users
Certificates
- 00:15 – Overview
- 01:00 – Adding External Contacts for Certificate Association
- 20:00 – Process Summary
Manage Company Certificates
- 02:20 – Certificate Grouping by Tags
- 03:00 – Colour Coding and Certificate Counts
- 03:45 – Viewing Certificate Results
- 04:15 – Multiple User Certificate Updates
- 07:25 – Filter / View Options
- 08:25 – Create / Edit a Certificate
- 11:00 – Tag Certificate to Assign with Matching User Tags
- 12:30 – Adding a New Certificate
Certificate Reports
- 12:55 – Find a Qualified User
- 14:00 – Custom .CSV Export
Manage User’s Certificates
- 16:05 – Single User View / Edit
- 16:25 – Sorting and Colour Coding
- 17:00 – View Certificate Results
- 17:45 – Adding / Updating Certificate Results
- 18:25 – Filter / View Options
Manage My Certificates
- 19:00 – Overview
- 19:25 – Updating your Results
Resources, Memos, Contacts
Contacts
- 00:20 – Adding External Contacts
Resources
- 01:30 – Resources Overview
- 02:00 – Adding a New Resource
- 02:20 – Resource Folder Locations
- 03:10 – File and URL loading and options
- 04:35 – Tag Resource to Assign with Matching User Tags
- 05:35 – Reading and Acknowledging Required Documents
- 06:10 – Optional Resource Downloads to Device
- 06:50 – Reports on Required Documents
- 08:55 – Adding / Removing Multiple Sub Folders
Memos
- 11:35 – Overview
- 12:00 – Viewing Unread Memos
- 12:15 – Adding Memos
- 12:45 – File and URL loading and options
- 13:00 – Tag Memo to Assign with Matching User Tags
- 13:30 – Memo Reports, Sending Reminders, and Resetting Acknowledgements