Ideagen SafetyStratus
Admins | Ideagen SafetyStratus
Aimed at administrators, this curriculum contains all the courses you need to set up and manage your users in Ideagen SafetyStratus.
Curriculum content
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In this course, you will learn how to change a users status in Ideagen SafetyStratus. 2 - 5 mins Learning objectives: ü Change the status of a user ü Identify the system behaviour for Inactive and Archived users
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In this course, you will learn how to reset the password for a user of a site that has emails disabled in Ideagen SafetyStratus. 2 - 5 mins Learning objectives: ü Perform a password reset for a user ü Use the email log to share the password reset link
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In this course, you will learn about the different roster role permissions available within chemical inventory management, and the functionality and data access these roles have in the system. 6 - 9 mins Learning objectives: ü Identify the three roster role permission levels and their purpose ü Recognise which inventory functions are restricted by permission level ü Understand how client‑specific settings impact roster role capabilities
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In this course, you will learn how to set up a permit approval workflow in Ideagen Safety Stratus. 3 - 6 mins Learning objectives: ü Configure approval workflow settings for permit forms ü Assign static and dynamic approvers based on workflow requirements ü Apply approval order settings to control workflow sequencing ü Manage approval outcomes, including certifications, approvals, and denials
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In this course, you will learn how to set up and configure permit types in Ideagen SafetyStratus. 6 - 9 mins Learning objectives: ü Configure core permit settings ü Identify settings to control user access and permit visibility ü Enable notifications, approvals, and reminder settings
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In this course, you will learn how to set up form notifications and create sub-forms in Ideagen Safety Stratus. 6 - 9 mins Learning objectives: ü Set up in-form notifications ü Configure targeted notifications using tags, roles, and response-based criteria ü Add sub-forms to capture process-specific information ü Control when sub-forms appear
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Once you have built your form and added fields to capture the required data, you may need to reorder your fields, and ensure the form has a logical flow to ensure a smooth user experience. In this course, you will learn how to reorganize forms and configure your form logic. 7 - 10 mins Learning objectives: ü Reorder form fields for improved organization and flow ü Apply parent-child and collection-based branching logic ü Set up autofill references to populate data automatically ü Identify form logic best practices to enhance user experience
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In this course, you will learn how to move from simple data collection with basic fields to structured, reportable data with special field types. 6 - 9 mins Learning objectives: ü Identify the purpose and use of special form field types ü Configure dropdown fields and hierarchical filtering ü Manage personnel selection, permissions, and access role settings ü Use advanced field types to enhance form functionality
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In this course, you will learn how to add basic fields to a form to capture data correctly and consistently. 4 - 7 mins Learning objectives: ü Identify basic form fields to capture different types of data ü Configure form fields effectively ü Implement conditional field behaviour ü Create compliant field names
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In this course, you will learn how to create your very first form in Ideagen Safety Stratus - the foundation for everything from incident reports to hot work permits to IBC registrations. 6 - 9 mins Learning objectives: ü Create a new form ü Set prefixes, names, and categories consistently ü Select appropriate form locking and submission controls ü Configure advanced form options