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groups-feature

Course Five
WorkBright Groups

 

Understand Groups to determine which forms are assigned to your staff, categorize your staff and run reports specific to certain staff members.

Course Content

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WorkBright Groups Course 5 Outline
Lesson 1: Intro to WorkBright Groups 2 Topics | 1 Quiz
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Lesson Content
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Groups Tutorial
Function of Groups
Lesson 1 Quiz: WorkBright Groups
Lesson 2: Creating & Updating Groups 4 Topics | 1 Quiz
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Lesson Content
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Creating Groups from Add Staff Wizard
Creating Groups from Forms Settings Page
Creating Groups from Settings Page 
Updating & Deleting Groups
Lesson 2 Quiz: Creating & Updating Groups
Lesson 3: Groups Best Practices 1 Topic
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Lesson Content
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Deactivating/Archiving Groups
Lesson 4: Groups & Forms 2 Topics | 1 Quiz
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Lesson Content
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Assigning Groups to Forms
Un-assigning Groups from Forms
Lesson 4 Quiz: Groups & Forms
Lesson 5: Groups & Employees 3 Topics | 1 Quiz
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Lesson Content
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Assigning Staff to Groups
Bulk Assigning Groups from Staff Page
Bulk Assigning Groups from Reports Page
Lesson 5 Quiz: Groups & Staff
Course 5 Final Quiz: WorkBright Forms
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  • Knowledge
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    • Live Support Office Hours
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    • Support Values & Commitments
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  • Resources
    • WorkBright Academy Cap IconAcademy
    • Video Library
  • Implementation
    • Premium
    • Professional
    • Implementation – FAQ
  • Sign in to WorkBright
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