New eCompliance Admin Training Overview

This is a complimentary, self-guided learning program designed for existing eCompliance customers. This program is suitable for:

• A new admin
• Current admins interested in improving their eCompliance knowledge

The program is divided into four parts, each part contains articles to review, tasks to perform, and an eLearning quiz. Upon completion of the product training you will receive a certificate that will be attached to your eCompliance employee profile.

Make note of any areas where you feel that you will need additional training on top of this program. Reach out to your Customer Success Manager (CSM) when the program is finished to schedule a meeting to review your training results. If you or your organization do not have an assigned CSM, please reach out to csoffice@ecoonline.com.

You will notice that the learning plan below is organized in segments, this is to avoid learning fatigue and because certain topics are better learned together.

Important: This is likely a live account that is being used by your employees daily so we ask that you avoid deleting anything and recommend that once you learn how, create a Test site in your site tree to have a sandbox that you can delete after training.

Part 1

Read the following three articles:

1. Home Module: Site Operations
2. Employee Module: Sites and Permission Groups
3. Training Management

Complete the following tasks:

1. Create a site called “Test” at the very bottom of your site tree
2. Add a subsite to your Test site called “Test 1”
3. Open the Employees module. Search for your profile using the last name magnify glass. Open your profile and add the Test site to your site memberships
4. Create a course called “EcoOnline Test”
5. Create a job profile called “Testing 1, 2, 3”
6. Add yourself as a member to your newly created job profile
7. Add your newly created course as a training requirement to your newly created job profile
8. Navigate to the My Stuff module to view the course “EcoOnline Test” under Training required
9. Open your user profile to see the “EcoOnline Test” training card listed at the bottom of your profile
10. Sign up to receive eCompliance release notes to stay up-to-date on product enhancements and bug fixes  – use this link, click on ‘follow’ in the top right-hand corner, and then sign in with your login details (different from your eCompliance credentials) to complete. If you have not created an account through our Support Hub/Knowledge Base before, you will need to click on ‘Sign up’ at the bottom, and enter your credentials (email/password)

Test your knowledge by completing Part 1 from the eCompliance Self Guided Assessment quiz found in the My Stuff Module.

Part 2

Read the following four articles:

1. Form Building
2. Smart Forms
3. Form Submission & Sign-Off
4. Mobile App (Review the log in and forms sections only)

Complete the following tasks:

1. Explore the inspection library and add a template from the library to your organization that you want to use
2. Create a new test inspection form template from scratch. Title the template “Training - Test” and create a question for each answer type
3. Add a last question and use form logic
4. Publish your test inspection template
5. Fill in your form by navigating to the “Start New Inspection” button. Choose your test inspection form and select your “Test” site to submit the form to
6. Submit the form for Sign Off
7. Under the “Open Inspections’ tab, view your form and review your answers
8. Sign Off the form.  Locate your form under the “Locked Inspections” tab and review the look of locked answers
9. If you haven’t already, download and log into the eCompliance app – it is available from The App Store or Google Play Store. Login credentials for the mobile app are the same as your login for the web
10. Using the mobile app, open the forms module and choose your form from the list
11. Fill in your form. Attach notes and a picture to one question – you can annotate a photo by clicking on the thumbnail and using your finger to draw
12. Save the form as a draft – review the list of Open Inspection on the web, you will notice the form is not visible on the web yet – note the form status on the mobile app
13. Submit your form from the app – locate your form on the web under Open Inspections – note the form status on the mobile app
14. On the web (form sign off is not available through the mobile app), review and Sign Off the form – note the form status on the mobile app

Test your knowledge by completing Part 2 from the eCompliance Self Guided Assessment quiz found in the My Stuff Module.

Part 3

Read the following three articles:

1. Action Items
2. Documents
3. Mobile App (Review the Action items, My Documents, and My Training sections)

Complete the following tasks on the web:

1. Click on your Test site in the site tree
2. Open the Action Items module
3. Create an action item and test the action item workflow (accept/decline, submit for approval etc). You can assign the action item to yourself or another eC user
4. Start a new inspection using your test form and create an action item
5. Navigate back to the listing view in the Action Items module – note the origin column, the first action item is created at the site level and the second action item is created within a form – the form origin name is a hyperlink connecting you directly to the action item within the form
6. Remaining in your Test site, open the Documents module
7. Upload a new document – use a non-confidential file. Toggle on “Make document public”. Set the read acknowledgement to everybody.
8. Open the “Acknowledgement Report” and locate your name – click on “not acknowledged” to view the document name not read
9. Open your My Stuff module and click on your document to read and acknowledge
10. Navigate back to the Acknowledgement Report – under your name, you should now see the document is listed under the Acknowledged column

Complete the following tasks on the mobile app:

1. Open the Action Items module, create an action item, and test the workflow (accept/decline, submit for approval etc).
2. Open the Documents module and cycle through the three options – acknowledged docs, public docs, and unread docs
3. Use the search bar in public docs to locate your test doc
4. Open the My Training module and add a fake certificate to your EcoOnline Test course under required certificates
5. Open Completed certificates
6. Navigate back to the main page and use the three bars located on the top left-hand side to open settings – this menu outlines the mobile app version you are using and has an option to submit a ticket to support

Test your knowledge by completing Part 3 from the eCompliance Self Guided Assessment quiz found in the My Stuff Module.

Part 4

Watch the following five videos:

1. Safety Intelligence Navigation Overview
2. Safety Intelligence – How to Change Filters on Reports and Dashboards
3. Safety Intelligence – How to Customize a Tile Report
4. Safety Intelligence – Understand what Explores are
5. Safety Intelligence – How to Create a Dashboard Report

Review the following three articles:

1. How to Schedule a Dashboard Delivery
2. How to Download a Dashboard
3. What Out of the Box Dashboards are Available

Complete the following tasks in Safety Intelligence:

1. Open the Forms Overview dashboard from the Reports menu
2. Change the value of the “Date Month” filter to “last 7 days”
3. Click the refresh button (blue circle with white arrow)
4. Download a copy of the dashboard to PDF
5. Schedule a delivery of the dashboard to yourself using the “Send now” feature under recurring – check your email
6. Save the dashboard to your personal folder
7. Open the newly saved dashboard and choose edit mode. Modify the dashboard by deleting a tile, resizing a tile, and moving a tile to a new location within the dashboard
8. In edit mode, locate the “Date Month” filter and open it by clicking on the three dots to the right of the word “Date Month”. Here, you are going to set the default filter value from “last 90 days” to “last 7 days”
9. Save the dashboard
10. Open the Action Items Overview dashboard. Select a tile of your choice and open the tile by clicking on the three dots in the top right-hand corner of the tile. You are going to copy the tile to your newly saved dashboard. Choose “Explore from here”, then navigate to the gear icon inside the tile and choose “Save”, then select “To an existing dashboard” Choose your dashboard from your personal folder. Click on the hyperlink to navigate back to your saved dashboard – your new tile appears at the bottom of the dashboard
11. Explore at least two more out of the box dashboards

Test your knowledge by completing Basic and Advance sections from the eCompliance Safety Intelligence Assessment quiz found in the My Stuff Module.