Categories

How do we add individual employees? How do we bulk import employees? How do we manage employee status? How do we resend invitations?

How do we create departments? How do we structure our organization? How do we edit department settings? How do we manage department managers?

How do we access the course library? What information is shown for each course? How do we edit course details? How do we view course statistics?

How do we create new courses? What steps are involved? What content can we include? How do we submit for review?

How do we create training packages? How do we assign courses to packages? How do we select employees for packages? How do we track package completion?

How do we track employee progress? Where can we see completion rates? What analytics are available? How do we view department statistics?

How do we use the calendar widget? How do we view upcoming deadlines? What calendar views are available? How do we track time-sensitive training?

Can employees access training on mobile? Is there a mobile app? Are there any mobile limitations? How does progress sync across devices?

Are certificates automatically generated? What information is included? How are certificates stored? How do we access employee certificates?

How do we use the main menu? What do the icons represent? How do we switch between sections? How do we use filters?

What are the different status types? How do we track active vs pending employees? How do we manage invitations? How do we view employee details?

What analytics are available? How do we view department statistics? What progress metrics are tracked? How do we monitor completion rates?

How do we assign courses? Can we assign to multiple employees? How do we track assignments? How do we manage training schedules?

Where can we find help documentation? How do we report issues? Are there FAQs available? How do we submit feedback?

What are the main features available?

Jan 15, 2025 • 1 min read • 13 views

The main menu provides easy access to all key management features through the left sidebar.

Available Menu Options:

  • Dashboard (main overview)
  • Staff Management
  • Training
  • Reports
  • Certificates
  • Financials
  • Subscriptions
  • Labels (with add option)

How to Use:

  1. Find the menu on the left side of your screen
  2. Click any menu item to access that section
  3. Look for dropdown arrows (>) for sub-menu options
  4. Use the (+) button under Labels to add new labels

Menu Categories:

  • Management tools for staff and departments
  • Training and course controls
  • Reporting and analytics
  • Certificate management
  • Financial tracking
  • Subscription handling

Can I hide the menu?

Menu can't be hidden but sub categories can be

Can I customize menu options?

As of now they are not customizable but menu options may vary depending on subscription plan

Need Help?

If you have trouble navigating the menu, contact our support team at support@theorangecard.com.au

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