Managers

• Members Center
  • Before You Start
  • Search and Navigate in the List
  • Advanced Search Button
  • Open Member Information
  • Member Details Panel (inside List tab)
  • Right-Click Actions on One Member
  • Work with Multiple Selected Members
  • Add a Member Quickly
  • Importing data from file
  • More Tools for Selected Members
  • Print, Scores, Scheduler, and Other Operational Buttons
  • Typical List Tab Workflow (Example)
• Activities Center
  • Current and Accepted Lists
  • Printing and Excel Export
  • Dashboard
• Responsible Center
  • Responsible analytics
    • Activities and No shows
    • Charts and Resources
    • Private Notes and Event Reports
    • Courses, Performances and Task
  • Course responsible Center
    • Assign, transfer and unassign courses
    • Print assignment lists
    • Resources Stats and Task tabs
  • Troubleshooting and safety checklist
• Courses Center
  • Course List
    • List
      • Search, Filter, and Navigation
      • Open a Course Record
      • Right-Click Menu on a Student/Course Row
      • Course-Focused Actions (Right-Click > Course)
      • Email Dialog (System Email)
      • Scheduler and Week Calendar from List
      • Multi-Selection Actions (Selected Students)
      • Course Priority and Closure
    • Attendance
      • Attendance Toolbar
      • Understanding Session and Student Rows
      • Right-Click Actions in Attendance
      • Session Details
      • Close Session Workflow
      • Common Attendance Blocking Conditions
      • How Duration Is Interpreted for Pay and Student Credit
      • Set Session Inactive / Reactivate
      • Session History and Printing
      • Attendance Statistics
    • Dashboard
    • Operational Best Practices
    • Troubleshooting
    • Quick Action Checklist
  • Multiple Entries
  • Courses analytics
  • Course Design Center
    • Creating a course step by step
    • Course list and course groups
    • Design Course: course settings
    • Phases
    • Lesson list: add, find and organize lessons
    • Design a lesson: content, session setup and access rules
    • Design a lesson: completion, repeats, items and history
    • Exercise items and Observable Behaviours
    • CBTA competencies
    • Dynamic documents and course certificates
    • Course tools: duplicate, print, sequence and integrity check
    • What users see later, troubleshooting and checklist
  • Lesson Correction Requests
• Group Scheduler
  • Managing projects
  • Reading the scheduler grid
  • Planning lessons with drag and drop
  • Modifying, moving, and deleting project schedules
  • Checking availability
  • Working in the Grid list
  • Synchronizing with the live scheduler
  • Managing synced (live) schedules
  • Group tools – actions, presets, and competency report
  • Library, Dashboard, and Task tabs
  • Troubleshooting
• Publishing a memorandum
• Event report Center
  • Finding and filtering reports
  • Reading and managing a report
  • Creating reports
  • Evaluating and closing a report (Correction)
  • Quality Assurance
  • Security SMS
  • Analysis tabs
    • Grid view
    • Schedule
    • SPI (Safety Performance Indicators)
    • Risk Heatmap
    • AI (safety signal assessment)
  • Settings, Task list, reminders and restrictions
• Pages design center
  • Managing pages and groups
  • Building page content
  • Blocks reference
  • Custom CSS and JavaScript
  • Page Options
  • Saving, review and publishing
• Appointments
  • The manager calendar and search
  • Booking an appointment for a member
  • Opening a closed time
  • Managing an existing appointment
  • Appointment type settings
  • Business hours, closed dates and special openings
  • Mobile version and emails
  • Good practices and troubleshooting
• Licensing Center
  • The Licenses list
  • Creating a case
  • The right-click menus
  • Status, priority, closing and deleting
  • Checklist items
  • Case files and member files
  • Notes and history
  • Requests and completion notifications
  • Signature and accounting acknowledgment
  • Member information windows
  • Library, Dashboard, Appointments and Task tabs
    • Library
    • Dashboard
  • Settings (administrators)
  • Licensing on mobile
    • The mobile case list
    • Case details and actions
    • Checklist, files, notes and history
  • Troubleshooting