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.

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. 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. 

• 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 corner 

6. Select "Email Type", which will filter the emails available to select. 

7.Select the email template to send to the user.    

8. 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.  

9. 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. 

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 a group type is selected, select the "Add" button.   

Repeat this process for any other groups you wish to make the user part of.  

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 right hand corner of the page.