Hi <<First Name>>,
Welcome to the June 2014 edition of the Flow360 Workgroup Community newsletter! From delivery of training materials to full training and qualifications management Flow360 Workgroup works for any size of Care organisation.
The aim of this communication is to keep you up to date with new features, cool tricks and tips and other news or reminders.
So what's in this edition?
Workgroup vs Lite Vs Lite+
What do I get when I upgrade? This is a quick guide to the key features of these 3 versions of Flow360 Workgroup
- Workgroup Lite
- Quick and easy access to documents online
- Always get the latest version
- Step by step guides
- Workgroup Lite+
- Everything in Lite, and...
- Add employees
- Schedule training for each employee
- Automatic timesheet creation
- Create user accounts for your employees to access their own training
- Traffic light indicators give instant feedback of due dates and renewals
- Workgroup
- Everything in Lite+, and...
- Create and assign your own courses, supervisions and appraisals
- Manually add timesheet records
- Manage and assign employee roles
- Automatically schedule training requirements
- Create a wide variety of reports
- Export information to PDF and Excel
How do I upgrade?
Contact
Flow360 sales and talk to us about your upgrade options
Employees and User Accounts
With Workgroup Lite+ and Workgroup versions you can add employees and request user accounts for them so they can log on themselves and access their own training materials from anywhere.
How do I add a new employee?
Go to your manager or admin home page, click the
employees tab and then click the button to add a new employee...
In the dialog enter their name and address information and click
Confirm.
How do I request a user account?
On the contact record for a new employee, click the
user tickbox - you will be guided through the process of requesting or creating a new user account to allow your employee to log on to Flow360 themselves in order to access their own training materials.
Read the user guide lessons
here for more detail.
Timesheets
Timesheets can be manually or automatically created in Flow360 Workgroup and assigned to the relevant employee and training record.
An automatic timesheet record is created whenever an employee accesses key documentation relating to a particular training or qualification requirement. At the same time the status of the training record will be updated if necessary. This allows managers to be automatically kept up to date with how things are progressing.
In addition, if you have a full Workgroup version you can add timesheet records manually and allocate them to training records or other types of activity.
How do I add a timesheet record manually?
Go to the relevant training record, click the timesheets tab and then click the
add timesheet button. Complete the details and click
Confirm to save.
See the
user guide for more details.
Quick find - locating things FAST
Have you spotted those grey text entry fields under the main buttons on the main screen? They allow you to find things fast...
- Find employees by name or reference number by typing under the Employees button
- Find documents by title or summary by typing under the Docs button
- Find courses by name by typing under the Courses button
- Find qualifications records by typing under the Qualifications button
Try it yourself - you'll be surprised how often it's useful!
Link to your own web site from your logo
Flow360 Workgroup can be customised with your own organisation or company logo instead of the standard Flow360 logo. You can also add a direct URL link so that when your users click the logo they go to your own web site
How do I set this up?
You need to log in as a client admin user or a provider admin user to do this for your organisation. Then go to your organisation preferences and click the tab marked
Logo. You will see a URL field - enter your web site address here - job done!
Updates to User Guides
As usual the various User Guides are the place to go to for more details. The guides are regularly updated in line with these (and other!) changes -
check it out
IMPORTANT NOTE: You may need to refresh or empty your browser cache in order for the guide pages to update!
If you have any queries about these changes, or would like a quick webinar demonstration of how to use these new features, please
get in touch with Flow360 Support.
