Safety Administrator Training

This training will teach you everything you need to know to become a Wombat Safety Software Administrator.

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1. Overview of Safety Administrator Training
1. Adding your company's information
2. Turn off system notifications
3. Your turn: Company set up
1. Overview of Wombat in the Field
2. From the Worker perspective
3. From the Supervisor perspective
4. How to add Wombat app to your device
5. How to duplicate a form
1. Overview of Task Management
2. Home Overview
3. To Do List Overview
4. How to create a task
1. Overview of People Management
2. Overview of the People tab
3. Reviewing People’s Current Trainings and Certs
4. Understanding Avatar Indicators
5. Training and Certs History
1. Building the Training and Certs Matrix
2. How to add Training Types
3. How to create templates for your trainings
4. How to add Roles
5. Your Turn: Training and Certs Matrix
1. Adding people to the system
2. How to add a single person
3. How to import users through a CSV
4. Updating the employee profile page
5. How to create security profiles for your users
6. How to deactivate, remove, delete a user
7. Your Turn: People Import
1. How to bulk import a training
2. Your Turn: Importing a Training
1. Overview of Forms Management
2. Introduction to the Forms Library
1. How to build a form
2. Understanding subsections
3. How to add conditional logic & repeatable sections
4. Understanding workflows
5. How to add workflows
6. Your Turn: Building an Incident Report form
1. How to create a custom field
2. How to create a field group
3. How to add a field group to a form
4. Your Turn: Adding elements to the Incident Report
5. How to use inspection questions
6. How to create a corrective action template
7. How to add a corrective action to a form
8. Your Turn: Corrective actions and inspection questions
9. How to add videos to forms
10. Your Turn: Uploading a video
11. How to use the text editor in forms
12. How to add a form within a form
13. How to use conditional logic "not one of" and "one of"
14. How to use public QR codes
15. Your Turn: Adding conditional logic & generating a public QR code
1. How to export a form in Wombat
2. How to use form submissions
3. How to export form submissions to excel
4. How to use form folders
5. How to set the form level access control
1. How to use user directed workflows
2. How to assign workflows by role
3. Your Turn: Assigning workflow by role
1. Overview of Document Management
2. Introduction to the Document Library
3. How to set Document level permissions
4. Your Turn: Adding Documents to Wombat
5. How to use public QR codes
1. How to create an email notification template
2. How to generate email notifications for certain events
3. How to customize content in an email notification
4. Your Turn: Setting up email notifications
1. How to clone a tenant
2. How to add a support phone number
3. How to copy/paste a form

About this course

1.5 hours of video content
Hands on learning
Simple to follow

Become a Wombat Safety Software Expert

Easy People Management

Upload your trainings and your people to Wombat and let us take care of training and certification reminders to keep everyone up to date.
Intuitive Forms Management

Design forms that fit your organization's needs and automatically assign to the right people at the right point in the workflow.
Simple Document Management

Build documents in Wombat to ensure your team have quick access to the most recent essential policies, procedures, and safety work practices.

Access Course

Safety Administrator Training

INTRODUCTION

SETTING UP A COMPANY

WOMBAT IN THE FIELD

TASK MANAGEMENT

PEOPLE MANAGEMENT

Setting up your Training and Certifications

Adding People to Wombat

Importing User Training Data

FORMS MANAGEMENT

Basics of Form Building

Using the Form Builder

Managing Built Forms

Workflows in Forms

DOCUMENT MANAGEMENT

NOTIFICATIONS

FOR SAFETY CONSULTANTS

About this course

Become a Wombat Safety Software Expert

Easy People Management

Intuitive Forms Management

Simple Document Management