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

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. 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

It is possible to manually send either a single user or multiple users emails from several different areas of WorkRite: 

• The user list 
• An individual users profile  

Emailing a single user 

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

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

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

4. Select the "View Training" icon from the options column. 

5. Select the "Email User" icon located at the top left hand

Courses are either licensed site wide or to a specific group. Site Wide groups 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.  

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

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