Induction Progress Report – Setup Guide

 

 

New Starter Timeframe

  1. Navigate to ‘Administration‘ then select ‘New Starter Timeframe‘ (Admin/People & Teams)
  2. You will be redirected to the ‘New starter timeframe‘ screen
  3. Add the required tasks by giving the ‘Timeframe‘ a descriptive name, and set the relevant number of days or weeks.
  4. Select ‘save‘

 

New Users

  1. Navigate to ‘Administration‘ then select ‘User Management‘  (Admin/People & Teams) 
  2. You will be redirected to the ‘User Management‘ screen
  3. Select ‘Add user’ and complete user name, email address, password, status and add any necessary roles.
  4. Select ‘Create New Account‘ and repeat to add more new users.

 

Task Checklist

  1. Navigate to a section of your choosing, as a ‘Webmaster‘ or ‘Section editor‘, edit the widget sections.
  2. Add a ‘Task Checklist widget‘
  3. Note: This is best placed at the bottom of the section to avoid damaging the layout for users who are not new and will not see the widget
  4. Give the ‘Task list‘ a title/name. 
  5. More than one task can be added to this ‘tasklist‘. Each task will appear on the ‘Induction progress report‘ next to the tasklist it is added to. 
  6. Set the widget to target ‘New starters‘ – see image

    Task Checklist Target – New Starters


  7.  Navigate  back to the ‘New Starter Timeframe‘ to check tasks have appeared.
  8. ‘Timeframe‘ will appear – choose the necessary task set up previously in step 2 of ‘New starter timeframe‘.
  9. More tasks can be added to this task checklist by selecting the ‘ADD NEW TASK‘ button.

    Induction Progress Reporting


    Task Checklist widget – Add New Task

  10. Navigate back to the ‘Task Checklist‘ widget
  11. Under display ‘do not’ select either the ‘progress bar’ or ‘wheel’.
  12. Copy the ‘Timeframe title‘ when asked to ‘Type a name for this task’.
  13. Select ‘Update‘ or ‘Save‘.
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