Course: Basic Usage

Before You Begin

Have you read the section on the Main Page called:

Before You Begin

???

No training is possible until you have read this section
Your trainer will either ask you to read it or talk the group through it
This is mandatory and training will not procced until all users have undertaken this

Computer / Tablet with an Internet connection
Phones are not recommended as this training is for HSEQ users who conduct most of their duties from a desk. Some of the screens because of large objects will not scale well on a phone
An open document / notepad to take notes.
- Whilst this is the source of truth of the platform and all support will reference this document you may find it helpful to have some of your own notes to cover you specific use case.
- If you find something absent from this documentation please report it using the help link under the User drop down in the system so we can advise their location or update the documentation as required.
An email address that you have access to.
Example files (images and documents) that are not sensitive, confidential or subject to copyright. You can download some from here: https://support.inertia-technology.com.au/tools/Examples.zip

https://training.inertia-technology.com.au/register

https://training.inertia-technology.com.au

By default the creation of accounts gives no access to the system. This is by design because:

Every person in the system (employees, contractors, contacts, general public, etc) are technically users.
This means that you may wish to record information about a contact or member of the public but you have no desire to permit them to login.
- At some point in the future you may have a contact become a vendor and you might want to give them access to upload documents (copies of insurance, compliance information) to the system; hence having them as a user enables this.
Having a default of no access means that a staff member has to take responsibility to give an other person access. In no uncertain terms, you are responsible for the levels of access that you give to users and must take a well thought out approach to who should have access, why and to what.
- If you make mistakes in access rights you run the risk of individuals accessing more information than you want them to. Be very careful and have Management set guidelines as to how you will control access and rights for users.

Advise your trainer to enable your account by sending them your email in chat or via email.
If the trainer is a InTech trainer then they will choose a public / shared entity and site for you to log into in the Manager portal - internal trainers may use other records.
You will be advised to log into the Manager portal

Short answer is no. The trainer will adjust your record to allow the following:

The trainer account needs to have a access level set to the value of CLIENT_PERMISSION_THRESHOLD_IN or higher for the sites, reports to and user level controls to appear.

Click on the Personnel link
Using the search box above the report on the top right search for your email.
Click on your record
Tab by tab enter details on the forms and click save.
- NOTE: Most of the tabs are self explanatory. If you have questions then ask your trainer. From here on in it will be assumed that as you work through the tabs on a record that it will be assumed that you will either understand what they are for or clarify with your trainer. More specific and advanced features will be explained in detail when they are relevant.
The goal here is to have an understanding of what is entailed by a personnel record and what information that you can store against it.