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  • 20:45, 3 August 2024Course: Basic Usage (hist | edit) ‎[7,179 bytes]Support (talk | contribs) (Created page with "==Before You Begin== <pre>Have you read the section on the Main Page called: Before You Begin </pre> * 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 processed until all users have undertaken this learning ==Essentials== * Computer / Tablet with an Internet connection * Phones are not recommended as this training is for HSEQ users who conduc...")
  • 04:20, 11 May 2024Custom Forms (hist | edit) ‎[1,345 bytes]Support (talk | contribs) (Created page with "We use a form builder external to the system. This means that we can create a library that can be used across clients and manage it centrally. ==Reserved Form Elements (Names)== These are reserved as they trigger functionality with in the InTech system. * Follow Up | follow_up [Yes, No] - by selecting 'Yes' an action will be added: ** This is a way of having a form submission being referred to supervisors and managers by staff selecting 'Yes' ** If the "reports to" is...")
  • 03:25, 2 April 2024Demonstrations (hist | edit) ‎[3,542 bytes]Support (talk | contribs) (Created page with "==Overview== We are always proud to show our platform to people and understand that we need to ensue your valuable time is appropriately allocated. ==Initial Qualification Discussion (15-30 minutes)== During this call we will get to know your business and needs. We need to do this to help you get the most out of a demonstration * We can set up records that use the language of your industry/business * If you are a single entity business we have a different approach th...")
  • 05:57, 27 March 2024Training Terms, a guide to this guide (hist | edit) ‎[2,196 bytes]Support (talk | contribs) (Created page with "==Overview== * This is not a static document / resource * As new features or better explanations are encountered then this document will expand * Any support response that is answered by a page on this resource will be sent with or as the response. This means quicker responses for users and consistent use and understanding of the system. == Language & Terms == * HSEQ / OH&S / WHS / etc. ** Where possible we will use language used in legislation, regulations or best pr...")
  • 05:43, 27 March 2024Navigation, Reports & Exports (hist | edit) ‎[1,158 bytes]Support (talk | contribs) (Created page with "== Basics == * There are consistent lists / results / reports that are linked to most records. * These have a searchable text box in the top right * You can page through the results using the number / forward & back buttons at the bottom of the report * There are export buttons for: ** Copy ** CSV - Comma Separated Values (Single Tab Spreadsheet data) ** Excel ** PDF == Record Navigation == * Many of the reports allow you to drill down into a record - for example pers...")