You can view which courses a user has access to by searching for a user on the Users page, and then clicking on the View/Edit user button.

The scroll down and click on the Course Information tab.

Courses are either licensed site wide or to a specific group. Site wide courses are mandatory for users to complete. 

To allow a user access to a group licensed course, hover over the relevant course and click the slider to the on position. This takes effect immediately.

For OKTA's own documentation on which this guide is based, visit https://developer.okta.com/standards/SAML/setting_up_a_saml_application_in_okta/

How to set up OKTA as an Identity Provider (IdP) for WorkRite

Within WorkRite (all operations below require Client Administrator permisions)

• Select Management System
• Select Company from the left hand navigation menu
•  Select the Security panel
• Under SAML Single Sign-on, Status - Select "On" and click save changes
• Select Generate SAML Metadata and save to a location on your computer. This is an .xml file you will need in a later step (by default this is named WORKRITE_METADATA.xml).

Within OKTA

• Create new application

Select Web as the platform,

To add a new scene:

1. Select the Add Scene button in the Course Editor.

A new, empty scene is displayed. The scene name/number is displayed at the top of the screen. You can now use the following articles to build your scene:

• Editing text and layout in a scene
• Rename/Reorder/Remove Scene
• Editing the background image within a scene
• Information Review Scene Type
• Question Scene Type
• Add/Edit Audio
• Clickable images

This article assumes that you have created your test and now wish to edit it.

To open the Test Editor:

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

2. Select the EDIT TEST button.

The Edit Test pop-up is now displayed. This displays the test name, the number of questions in the test, pass rate and whether the test is active.

3. Select the EDIT QUESTIONS / ANSWERS button.

The Test Editor screen is displayed, showing the test details and questions.

You can now perform the following actions:

• Add questions to a test
• Add answers to your questions
• Edit a test question
• Delete a question
• Deactivate a question
• Edit an answer to a question
• Delete answers to questions
• Deactivate answers to questions

This article assumes that you have created a new assessment or are editing an existing assessment. 

You can edit the assessment name and whether it is active or inactive.

To edit the assessment settings:

1.  Select the Edit Settings button from the left navigation menu.

The Edit Assessment pop-up is displayed.

2. You can edit the Assessment Name or change the Active toggle. Any changes you make are reflected in the main Assessment Editor 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

Selecting the Email Settings tab will show various different management options for automating emails that are sent through the AMS system.  

The drop down boxes shown in the image above will show a list of users that are enabled with ‘Administrator’ access. You can add multiple users for any option and remove users at any stage.  

• Union Rep Contact emails – Using this email setting allows you to configure which union representative(s) receive a copy of the incident notification.  
• Unclosed Incident Reminders – Using this email setting allows you to schedule a reminder for any unclosed incidents after a chosen number of days. This setting also allows you

This report will allow all Client Administrators and Client Managers to run training data on their users completion data.

You can run a report on an entire department, location or just one individual user on the system. 

Primary Filters

You will need to select from the 'courses' drop down list to start with, if you have more than one course on your system.

'Results view' You will have four options to choose from. 

'Latest records' shows system records based on the current training requirements; the completion data for the current training schedule in place.

'Latest Complete/Incomplete records' shows the latest complete

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.

You can also schedule a user for deactivation/activation, by clicking the 'Schedule' button 

A user can be made inactive or active on particular dates. Set the dates, either one or both and select 'Save'

1. To view Group and Course information for any user, select the WorkRite Management System from the home screen. Then click on "User" from the side menu.  

2. Search for the user in search bar, and then click on "View/Edit" 

You can then chose to view either the Group or Course information for a user from this page.   

3. To add a user to other groups, first select the group type e.g. Location, or Department from the left drop down list, then the group e.g.Health and Safety or London Office from the right drop down list.  

4. After

This article assumes that you are now in the Course Builder and are in an existing or newly created course.

Scenes are the pages within a module. The Modules table creates the course menu when previewed and published.

To edit a scene:

1. Hover over the module you wish to edit and click on the Scenes button. 

You will then be taken to the first scene (page) within this module.

Along the top of the Course Builder, you will see the title of the module that you are editing. Next to this there is the Scene drop down menu where you can

From the WorkRite home page select WorkRite Management System. Then from the Dashboard, click on Groups from the side bar. 

Click on Create Group (next to the search bar).

Complete the fields as follows: • Name: Enter the title of the group. • Description: Enter the description of the group. • Group Type: Choose this from the dropdown list.

When you are ready to create your Group, click on Save Changes. 

This article assumes that you have created a test and added questions and are in the Test Editor screen. 

To edit a question text:

1. Select the Edit button of the question you want to change.

The Edit a Question pop-up is displayed.

2. Place the cursor in the Question Text box and make your changes.

3. When you have finished making your changes, select the SAVE button.

Your updated question is displayed in the Test Editor screen.

This article assumes that you have created one or more assessments and wish to edit one.

To edit an assessment:

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

The Course Management screen, for the selected course, is displayed.

2. Select the EDIT ASSESSMENT button.

The Edit Assessment pop-up is displayed.

3. Select the EDIT QUESTIONS / ANSWERS button.

The Assessment Editor for the selected course is displayed.

You can now perform the following actions:

• Add sections to your assessment
• Add questions to the assessment
• Add answers to your questions
• Edit a section
• Edit an existing question
• Edit an answer to a question
• Delete a section
• Delete a question
• Deactivate a section
• Deactivate a question
• Delete answers to questions
• Deactivate answers to questions

Selecting the List Management option once you click on Administration, this will show a list of all the bespoke lists that are shown within the AMS question sets.  

If you click in to a list that you would like to edit this list. Click 'Add Item' to add new items to this list. To edit or delete items, click on the appropriate 'Edit' or 'Delete' buttons. To change the display order of items in the list, click on 'Set Order', to cancel editing this list click on 'Cancel'.  

This assumes you have never logged into WorkRite before.

1.You will have received an email from your Client Administrator which contains a link. Click on the link within the email, or copy and paste into your web browser.

2. The link will take you to the set password screen shown below – your username will be pre-populated.   

3. You are required to set a password when logging in for the first time. Set a password, and click “Continue”. The password must contain 8 or more characters, and have a least one of each of the following:

• Lowercase letters

1. From the home screen select WorkRite Management System, which will take you to the Dashboard. 

2. From the left hand side bar select 'User'.  

3. From the User screen select the orange 'Create User' button   

4.Enter the mandatory details of the new user (email address, first and last name and Role type), then select 'Create User'. 

5. A user’s profile can contain various types of additional information, for example: • Job Title • Phone Number • Employee ID • Payroll No  

You can update any if this information here, and then click on "Save Changes" towards the top

This report will allow Client Administrators to view all emails that have been sent, and scheduled emails from the system.

You will be able to see who sent the email from the system, along with the date and email type received. 

Primary Filters

''Email Type' this drop down will load all of the active email templates your system has in place to choose from. 

'Sent Date' this will allow you to enter a date range for when emails were sent from the system.

'Scheduled Date' if the emails have not been sent from the system yet, but they have been scheduled in

From the WorkRite home page select WorkRite Management System. Then from the Dashboard, select Group Types from the side bar. 

Then click Create Group Type. 

Then complete the following fields:

• Name: Enter the title of the group type • Description: Enter the description of the group type • Tick to make the group type geographical. This allows assessments to be completed under • Tick to prevent emails being sent to groups created under this group type • Tick to allow Client Managers to be able to add people to groups created under this group type

To save this Group

This article assumes that you have created a test and added questions and are in the Test Editor screen. At this point you want to delete existing questions, including their answers.

To delete a question:

1. Select the question you want to delete. It's a good idea to open this question to check that you are deleting the right question.

2. Select the Edit button.

The Edit a Question pop-up is displayed.

3. Select the Delete button.

A confirmation message is displayed.

4. Select Yes to delete the question and all it's answers.

The question is deleted.

An alternative to

This article assumes that you have created an assessment and added sections and are in the Assessment Editor screen. 

To edit a Section:

1. Select the Edit button in the Section to be changed.

The Edit a Section pop-up is displayed.

2. Make your changes to the Section Name.

3. Select the SAVE button to save your changes.

The change is displayed in the Assessment Editor screen.

See also:

• Delete a section
• Deactivate a section