xCenta

Course Builder 24

• I have forgotten my password, what do I do?
• I have created an index and it hasn't appeared on the dashboard, why?
• How can I tell if an index has been deactivated?
• How do I access the xCenta system?
• How do I log into the xCenta System?

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Employees Module 5

• Essentials - Property Module: Landlord
• How do I deactivate a course on the employees module?
• How do I assign a course to multiple Employees?
• How to access e-Learning that doesn't appear in the workload section
• xCenta Essentials Update 1.15

Actions 24

• How do I assign one action for any assigned user to complete?
• How do I assign an individual action for each assigned user?
• I click on the action to view details, but nothing happens? How do I view it?
• When I look at my actions, why is there so many?
• How do I complete actions that I am not assigned to?

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Alerts 9

• How do you email out an alert to users with specific roles?
• How do I view alerts?
• How do I create an alert?
• How do I edit an alert?
• How do I filter alerts?

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Forms 19

• I want to attach a file to a form, is there a size limit?
• Can I print my form in PDF format?
• I need to upload more than one file into a form, can I do this?
• Can I expand the size of the input field when creating a question/statement/paragraph within a form template?
• How do I add an attachment to a form?

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Review Periods 1

• How do I permanently change the Review Period on the dashboard screen?

Incidents 19

• How do you delete an incident?
• How do I add a question to an incident?
• How do I answer a question to an incident?
• What does add response do in a question?
• How do I know if the question I ask has been answered?

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Audits 9

• How do I add an audit?
• How do I edit an audit?
• How do I add a form to an audit?
• How do I delete an audit?
• How many forms can I add to an audit?

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Employees 27

• I can see someone else's training courses on my employee e-learning record, why?
• What do the active / inactive/ on leave tabs mean on Employees?
• How do I add qualifications to a user?
• How do I edit the information in an employee record?
• What does policies and procedures do at the bottom of the employee records?

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Equipment 15

• How do I create a new piece of equipment?
• How do I delete a piece of a equipment?
• How do I add a form to a piece of equipment?
• How do I add a note to a piece of equipment?
• How do I add an attachment to a piece of equipment?

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Policies and Procedures 6

• How do I delete a form from Policy and Procedures?
• How do I delete a Policy and Procedure?
• How do I see who has and who hasn't completed the policy?
• How do I complete a policy that is assigned to me?
• Does it send out emails when being assigned a policy?

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Documents 18

• How do I add a folder to the documents module?
• How do I delete a folder in the documents module?
• How do I add a document to the documents module?
• How do I delete a document in the documents module?
• How do I rename a document in the documents module?

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Reports 6

• How do I create a report?
• How do I generate a report?
• How do I save a report?
• You would like to print a report, but the report has more than one page and only lets you print a single page at a time, what do you do to print it all together?
• How do I navigate once in a report?

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Occupational Health 10

• How do I add a result to a Occupational Health module?
• How do you add a note to a test in a Occupational Health module?
• How do you delete a test in a Occupational Health module?
• Where do you check if a test is required or not required in an Occupational Health module?
• How do I assign an Occupational Health Check to a role?

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Manage Site 5

• How do I add a department to a site?
• How do I set up the escalation process for a site?
• How do you change the site details?
• Why can't I delete a department?
• What does the Read Request Period (days) determine?

Manage Users 19

• How do I assign training paths to be available to the user now?
• How do I link a user to more than one site?
• A user has tried logging in and is displayed with 'The user name or password provided is incorrect', however they do have the correct username, what do you do?
• How do I create a new user?
• How do I make a user inactive?

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Manage Roles 10

• How do I create a role on the xCenta system?
• How do I assign Permissions to roles?
• What does occupational health checks do in a role?
• How do I delete a role?
• What do form templates do on a role?

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Manage Site Indexes and Forms 23

• How do I order or re-order the indexes within the indexes Module?
• How do you edit a form in an index?
• How do I assign a user to a form?
• How do I add an index?
• How do I edit an index?

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Manage Site Form Templates 2

• How to create and add a policy read receipt?
• How do I create a form template?

Manage Site Alerts 0

Indexes 6

• How do I de-activate a sub-index?
• How do I complete a Risk Assessment/ Checklist?
• How to complete a Risk Assessment / Checklist (New Module)
• How do I filter my Risk Assessments / Checklists? (New Module)
• How do I access an Archived Form? (New Module)

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Manage e-learning Course Default Settings 1

• How do I allocate e-learning by role (Training Pathways)?

Contractor Control 20

• How do I deactivate a contractor?
• How do I add a new contractor?
• How do I edit a contractor?
• How do I edit sites?
• What does the 'Jump to' button do?

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