WorkRite
Admins | WorkRite
Aimed at administrators of Ideagen WorkRite, this curriculum contains all the courses you need to set up and manage users, and configure system settings.
Curriculum content
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In this course, you will learn how to use the bulk import tool in WorkRite to add or update user data. 10 - 15 mins Learning objectives: ü Back up user data using the reporting system ü Configure and apply settings in the bulk import tool ü Import and verify user data in bulk ü Troubleshoot and manage errors during the upload process
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In this course, you will learn how to deactivate users in Ideagen WorkRite. 10 - 15 mins Learning objectives: ü See how to deactivate multiple users through the user page ü Understand how to use the Bulk Deactivate User tool to streamline user management
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In this course, you will learn how to create a user backup in Ideagen WorkRite . 5 - 10 mins Learning objectives: ü Learn why creating a user backup is essential ü Understand how to generate a user report with necessary filters ü Discover how to export the report as a backup file
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In this course, you will learn the key global settings, including updating assessments, customizing themes, configuring security options, and managing default settings to tailor the system to your organization's needs.. 5 - 10 mins Learning objectives: ü Configure and update global assessment settings ü Customize themes and logos for your organization ü Adjust security settings and email configurations ü Manage default group memberships, welcome messages, and miscellaneous settings.
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In this course, you will learn the steps to set up a user account and assign a user role in Ideagen WorkRite. 5 - 10 mins Learning objectives: ü Understand how to create a new user account ü Learn how to assign roles
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In this course, you will learn how to assign groups to individual users and bulk assign groups to multiple users in WorkRite . 10 - 15 mins Learning objectives: ü Learn how to assign groups to an individual user ü Understand how to bulk assign groups to multiple users in the system
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In this course, you will learn how to set up reminders and schedules for courses in Ideagen WorkRite. 10 - 15 mins Learning objectives: ü Configure course reminders for training notifications ü Set up daily reminders for incomplete courses ü Create schedules for course retraining and retesting
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In this course, how client administrators and client managers can use the reporting system to run flexible and powerful reports. You'll learn how to access, customize, and save reports for effective data analysis and decision-making. 5 - 10 mins Learning objectives: ü Understand the purpose of the Reporting System ü See how to navigate and generate various reports ü Discover how to save, export, and schedule reports for auditing purposes