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'.

Please select 'Groups' from the side bar on the left hand side.

Select the orange 'Create Group' button

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

Once you happy with all information added select 'Save Changes'

If you have to close down issues on the system that you have now resolved, you will need to go to the 'Management System' so you can then search for the user in the 'User' area. 

Once you have found the end user, click on the 'View training' icon. 

If you have more than one course on your system, you will need to go to the 'Summary Status' page and then the 'All Courses' drop down to select the assessment that has the issues you need to close off. 

From here, you need to select the 'View' icon under the completed assessment information.

From this page, you can now view and close off any open issues that the end user may have. 

When the issue has 'Not Started' as the 'Status' this means that it is an 'Open Issue'. You can change these to 'Closed' or 'In Progress' from here. Once you have chosen the 'status' the issue requires, click 'update status'

To add notes to the issues, you need to click on 'Show Notes' then write in the box that will appear under the issue question. 

Closing issues down from the Management System Dashboard

You are able to close assessment issues down from the Management System Dashboard. 

If you have more than one course that has a self-assessment, you will need to go to the 'Data for' drop down option and select the assessment that the issues were raised in.

Once you have chosen this, click '...View issues for this assessment' header. The pie chart will show the top users with issues.

You will then have the 'Assessment Issues Report' page load. There are also filters that can be applied to the report from this page, as well as being able to email these users and the 'export to Excel' function. 

Issues that need to be updated can be selected on the right hand side of the list. Once you have chosen the issues you want to close or update, you will need to press 'Add bulk note/change status'.

The last page will load, where you can change the status of the issue and add a note at the same time. The notes you add will then show on the users training history under the issue in the 'show notes' section on their 'view training' page.

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.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
• Upper case letters
• Numbers

4. Once you have successfully set a password, you will be shown the screen below. Click the “Continue” button to proceed. 

5. Once logged in you will see the “Your Applications” page. From here, you can start your e-learning, or access other applications depending on what is available.

1. Go to: https://app.workrite.co.uk

2.Enter your email and password, then click "Log In"

3. Once Logged in, if you see the "Your Applications" option on the dashboard as per the screenshot below, then click on "E-Learning Courses" to access your training courses. 

4.You will now see the "Your courses" page. If you do not see "Your Applications" when logging in, you will be taken to this page straight away. You can start your training by clicking on the orange play button for the appropriate course.   

1. Go to: https://app.workrite.co.uk

2. Underneath the log in button click “Forgot password?”  

 
3. Enter the email address that you are registered on the WorkRite system with and click Submit.   

4. If the email address you have entered matches an active WorkRite account, you will receive an email with
a login link. Follow the steps at the beginning of this guide for new users to reset your password and log
in to WorkRite.

1. On the "Your Course" page, there is a button to the left of the Start Training button is a button "View Training Info". By clicking on this, you will be able to view your current training record.  

2. This will take you to your training timeline. This will show in order of newest first your training including
the time and date each module was completed, and if your course has a test and/or assessment the
time and date these were completed. You can also print your test certificate, and view or export your
assessment from this page. 

3. If you have access to multiple courses and want to view the training for just one of your courses, you can
do this using the drop down menu

4. If you have not previously completed any training, your training timeline will appear blank.

To create a new theme, from the WorkRite Management System select 'Company' from the side bar.

Under the 'Theme' panel, type the name of the theme and select 'Create Theme'.

Settings:

Enabled - Determines if the Theme is displayed in the list of available themes when configuring a user or using the 'Apply' tool

Default - Themes can be set so that all new users have the same theme applied.

Logo - Size is 200x 100px (max)

Background colour is the colour which will surround and be behind the logo. Tip: remove all white space surrounding image and set background to transparent.

Colour - Background Colour and Text Colour can be set individually for the following elements:

Header, Footer, Menu, Panels & Popups, Action Buttons, Info Buttons

Custom CSS
We allow clients to apply their own CSS (Cascading Style Sheets) to a theme. However, this is a powerful tool and
used at your own risk - we can’t assist with any issues which arise from its use.

Apply Theme
Use this tool to select a theme and apply either to all users, or a specific group of users.