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