Flow360 Workgroup

At-a-glance benefits matrix

You should get into the habit of logging out when you have finished your session - here's how

How to have a new password issued if you lost your password

How to change your login password

Navigation in Flow360

Descriptions of the buttons you will encounter in Flow360 and what they do.

NOTE: not all versions of Flow360 have all these button options!

Managers and administrators have direct access to full course records.

Assigning courses / qualifications to employees from the course record

How to add a new course

How to add course documents to a course, module or step

How to add or change the certificate file attached to a course, module or step

How to print a course document

How to submit completed forms that have a submit button

How to access, complete and send pdf forms on iPad

Qualifications can be accessed from the main qualifications button and also through any employee record.

The documents list provides quick and easy access to all documents currently stored in Flow360 that you have the right of viewing.

How to find, view, share and print documents

How to upload and share documents

Working with document versions

A quick overview

How to export a matrix report

When you manually add historical qualifications they may not be included in the matrix by default. Here's how to add them.

Preference settings that apply to all users

How to control when the status message shows

How to set an alarm, say for a training due date or expiry date

How to add a new employee (client admin and providers only)

Setting up employee roles and training regimes (full variants only)

How to assign employee roles and pre-set training requirements.

When you have the contacts to Flow360 you can request user accounts for them from Flow360 administration.

How to request for a user account for a new contact

How to remove an employee when they change jobs

Employees access their course documents from the qualifications record or directly from the documents list.

Scheduling and managing employee supervisions and appraisals (full variants only)

How to manually add a qualification or assign a course to an employee (Workgroup variants only)

How to manually add a qualification to an employee record (full variants only)

How to edit an existing training or qualification requirement record. (full variants only)

How to confirm that a qualification has been achieved from the qualifications tab list/s (full variants only)

When can you delete a qualification record

Course qualifications as well as internal supervisions and appraisals can all be renewed using the renew button on the qualification or supervision record card.

How to manually link a qualification to it's renewal (or vice versa)

Manual and automatic addition of timesheets relating to training and qualifications

How to edit dates etc on multiple qualifications records at once

Converting a qualification into a course allows it to show in the matrix and courses reports

Changing pdf viewer settings in Chrome (Windows)

Sometimes it can appear that Flow360 has become unresponsive in your browser - this is what to do

The buttons in the Adobe Reader plugin

Follow these steps if you having trouble viewing pdf documents in your browser in Windows