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.

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 of the system updates every hour on your own session you are logged into. 

Users by group

This displays the number of users in each group. Select one of the items in the graph to display a list of the users.  

Completed Courses

This is a summary of the number of users which have currently completed any of the available courses.

• Multiple file uploads are not supported and only the first file will get processed. The others are ignored and removed to the "Archive" folder, and deleted after 30 days.
• It is possible that the import will fail. This can be caused by an error in the file formatting, or a specific entry (e.g. user details missing mandatory information).
• Failed reports trigger an email to WorkRite Support and any email addresses specified in your FTP configuration.
• The User Upload document can be appended to add a Unique User ID column. This can be used as a method of preventing duplicate accounts being made for users. 
• When naming the upload documents please do not user multiple “.” in the name, for example “file.upload.name.csv” 

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 this page by any client administrator. WorkRite systems set up before the 22nd January 2020 will not have any default configuration set up, and will need to be manually set by a client administrator. 

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

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

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.

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 will need to select the incident type. There is also the option to filter by status and/or Date reported. You will then be presented with the Data Items where you can select which columns to show on the report. Listed will be all the questions in the selected question set. Simply click the add/remove buttons to select or deselect items of data to show on the report, then click 'Run Report'. The columns will be added to the report in the same order they are selected below. You also have the option to select all data items as well. Once you have run the report this will export straight away. 

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. Select a checkbox on the right hand side of the list to chose individual users or use the "Select All" button.

5. From the "Action to take" drop down (in the filer panel) select "Deactivate Selected users" or "Activate Selected user users" then select the "Action" button. The user(s) will now be deactivated or activated accordingly. 

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 selected.

Once you have selected the required filters, press 'Apply Filter' then the data will update in the table below.

OR To simply populate data, instead of narrowing the range down. I would advise to use the 'Add more columns?' option. You are able to select a wide range of information that can be added to the results table. When you have clicked on the option you would like, you will then need to press the 'Get data' button. That will appear as soon as you choose one from the list. 

4) You can make users active again from this report by selecting the users you need to re-activate by ticking the boxes on the left hand side of the results table. Then you will need to go to the 'action' option drop down and choose 'Set User Status'. Then you can 'Choose Active Status' .

5) Once you have the information you need,  you can export this report into Excel/Csv or PDF format.

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 your course list.

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 using the following options, no emails will be sent.

To Add a reminder, select Add Reminder.

Training Notification is the initial email which is sent to the user to inform them of the requirement to start
training.

Training notifications should be configured per course. If there are no training notifications, it is not
possible to configure a reminder.

Select the Reminder email template to send

Sending action - controls who the email is sent to. Default is to the student only, but this can also be set to
the users manager, or a specified email address.

Interval in days - time between sending trigger email and sending reminder.

Select Save reminder.

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. 

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'

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 button.

Your question is displayed in the main Test Editor screen. A message is also displayed, informing you that you have not created the specified number of questions.

3. Continue adding questions until the warning is no longer displayed.

See also: Adding answers to your questions.

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 Section pop-up is displayed.

2. Enter a name in the Section Name box.

3. Select the CREATE button.

The new section is displayed in the Assessment Editor screen.

At this stage, you can either continue adding new sections until you have added all the sections you want to, or you can start adding questions to your section.

See Add questions to the assessment.

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

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 select "Send Later" to schedule a date for the email to send. 

Scheduled emails can be viewed and cancelled in the "Emails Sent" report which can be found in the Reporting Suite. 

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 pressed 'action''. You would follow the process action to 'remove selected users from groups' also.

You can then choose the group type the users need to be be bulk added to from here. You can then press 'add to group'.

This action is the same for 'removing users from group' 

The Reporting System

To do this in the reporting system, in either the 'Training & Assessment' report or the 'Users report', you will need to select the users by ticking the boxes on the left side of the results table, then going to the 'action' button.

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'.