To create a new course within the course builder you will need to do the following steps:

1. From the WorkRite home page select the Course Builder.

2. Select New Course in the top right-hand corner.

3. Insert your new course name and select Create New Course. 

Your new course will now appear within your list of courses.

The Dashboard provides quick access to information regarding courses, user completion information and issues.  

Top users with Issues 

This displays a summary with top users with the most issues. To view all issues for users, select "Outstanding issues for which you are responsible" 

The information is filtered by course, selected by the drop down at the top of the page. 

Selecting one of the pie chart segments displays the selected users training information.

If you are closing issues down on the front end of the system, these will close off on the pie chart after 1 hour. The front end

• Once logged in to your FTP location, the data file should be places in the root directory. The deactivation sheet should be placed in the Deactivation folder. 
• When a successful import has taken place, the FTP section within the company details page will be updated with the date, status and name of the uploaded file. Only the last 5 successful imports will be recorded.
• The import is triggered immediately when the upload is completed. Imports are limited to run once per day.

• Multiple file uploads are not supported and only the first file will get processed. The others are ignored

Client Administrators are able to set the password policy of their WorkRite system.

To do this, access the Management System within WorkRite and click on Company in the navigation column. Then click on the Security tab. At the top of this tab, you'll see the Password Policy settings. 

In the above picture there are three settings:

• Password age expiration
• Login link expiration
• Password reset link expiration

The current default configuration for these settings are:

• Password reset link expires after 1 day
• Login link expires after 1 day
• Password expiry is set to 365 days

The above can be altered on

For Client Admins/Managers:

You will be able to change a user's language on their profile on the 'User Profile' tab under the language drop and then select save changes

To create a new test for your course:

1. Select your course in the Course Builder, Course Admin screen.

2. Select the CREATE TEST button.

The Create Test pop-up is displayed.

3. Enter the following details:

• Test Name - for example <Name of course> Test.
• No of Questions to ask - for example, 10.
• Pass Rate (%) - for example 80.

4. Select the CREATE TEST button.

The Test Editor for <Name of course> is displayed.

See also: Add questions to a test

To create a new assessment for your course:

1. Select your course in the Course Builder, Course Admin screen.

2. Select the CREATE ASSESSMENT button. 

The Create Assessment pop-up is displayed.

3. Enter the assessment name.

4. Select the CREATE ASSESSMENT button.

The Assessment Editor for <Name of course> is displayed. Your assessment, at this stage, has no content. You can see a warning message that the assessment has no active sections.

See Add sections to your assessment to start adding content.

There are two different reports within the Accident Management System - the Query Analyser and the Report Designer. 

Query Analyser

This report has fields that you can populate: Incident type, Reported by, Allocated to, Status, Date reported and Date confirmed. Once you click on run report this pulls up the data on the report, there is also the option to export to excel once it has been run. There will also be the option to click on the I.D to view the whole incident. The report will include I.D, Type, Created, Affected Person, Reported By, Allocated To and Status 

Report Designer

Using the Report Designer you

The switch at the top of the View/Edit user page indicates and can alter the current status of the user, either active or inactive. 

Schedule user deactivation/activation

A user can also be made inactive or active on particular dates, either one or both and select save. 

Change the status of User (s) 

1. From the WorkRite home page select the "Management System" 

2. Select "User" from the side bar. 

3. Type the user's name in the search bar and select from the displayed results or use the filter drop downs to select via groups or status. 

4.

1) When you are in the report, you will need to untick any of the 'Role' information you do not need. 

2) In the 'User Active Status' you can then untick 'Active' and then press 'Apply Filter'. All inactive users will then show in the 'Results Table' below.

3) If you need to narrow down the data by 'Location', 'Department' or other groups, this can be done by using the 'Secondary Filters'

When selecting a secondary filter from the drop down menu, a final filter column will appear on the right hand side to allow the secondary filter criteria to be

From the list of your available courses to edit, you can amend both the course name and the course image (which will be displayed when users login to access their eLearning).

To change a course name:

1. Select the course you wish to amend.

Then in the top right-hand corner you have the option for both Change Course Image and Change Course Name.

2. Select the CHANGE COURSE NAME button.

3. In the next dialogue box, enter the new course name and select SAVE CHANGES.

When you close the box, you will see that the course name has changed in

Reminder emails are triggered off the back of a training notification(both manual and scheduled) to remind a user to login and take their training if this remains incomplete after a period of time.

To create a new or edit existing reminders you will need to access the Management System and click on Reminders in the side bar. 

The Reminders page will display all licensed courses. A summary of the current status is displayed under each course. Select View/Edit Reminder to set up or alter a reminder. 

Course reminders and daily reminders can be enabled. However, unless a reminder is configured

The user data file can be in .XLSX or .CSV format but must confirm to the WorkRite user data file format requirements. If .XLSX is used, ensure only 1 sheet is in the document, named "Sheet1". If you have not been supplied with the template(s), please contact support@workrite.co.uk. 

Please note: Do not remove non-mandatory field columns from the spreadsheet. The field can be left blank, where applicable, but the column must remain in the file. 

The Welcome Message function is for the Students on your system to view.

There are two settings for this function:

Show everyday - this will show to Students on the system once everyday for the duration of when the message is live on the system

Show until dismissed - this will only show to the Students until they mark the message as read on the system 

If your Students unable to view the Welcome Message and you wish for them to view this everyday, please make sure that Display Option is set to 'Show everyday'

This article assumes that you have created a new test or are adding questions to an existing test.

You are on the Test Editor for <Name of course> page. You can see the test details in the top right corner of the screen. This includes:

• The current status of the test.
• The number of questions in the test.
• The pass mark percentage.

1. Select the Add Question button.

The Add a Question pop-up is displayed.

2. Enter your question in the Question Text box. When you start typing, a Create button is displayed. When you have finished entering the question, select the Create

This article assumes that you have created a new assessment or are adding additional sections to an existing assessment.

You are on the Assessment Editor for <Name of course> page. You can see the status of the assessment in the top right corner of the screen, Active or Inactive. If the status is Active, users can see and complete the assessment. If it is Inactive, it is hidden from end users. You may want to keep your assessment hidden while you create and edit it.

To add a new section to the assessment:

1. Select the Add Section button.

The Add a

Selecting the tools tab will give you two options; Re-open Incident and Mark Incident as Void.

Re-open Incident

When an incident is re-opened, you will be able to add more details to the incident.

Mark Incident as Void

Marking an incident as void will stop the incident from appearing on the View Incident page or in any reports

1. From the WorkRite home page select "Management System" 

2. From the Dashboard, select "User" from the side bar. 

3. Use the filter drop downs to select via groups or status. 

4.The "Action to take" default drop down is "Email selected users" Select "Action" to bring up the Send Email dialogue.  

5. Select the email template to send to the users. 

6. It is possible to alter the email subject, body and signature at this point before sending. An attachment can also be included, limited to 3MB in size. 

7. Select "Send Now" to immediately send the email, or

This task can be done in both the 'Management System' and the 'Reporting System'

When in the Management System, you will have 'User' on the left hand side of the screen. When you click here, all of the active users on the system will load.

When you have selected the users you need to update, you will need to go to the 'Action to take' drop down option in the 'Filters' panel. 

You can now select the action you want to take from these options. 

To 'Add/ or Remove selected users to groups' the following screen will load once you have

Users can have documents uploaded to their profiles as part of an audit trail. To do this, make sure the document is saved on your own computer either as one of the following formats; Word, Excel/Csv, PDF or JPEG. This pile must also be no larger than 3Mb in size.

Once you are on the 'View/Edit' section on the users profile, then you need to click the 'View/Upload Docs'.

From this page, you can now click 'Select' to choose the file from your computer. There is a description box to accompany the file you are adding. Then press 'Upload Document'.