Overview
The Donesafe Standard Solution modules utilise hidden main form questions to enable/disable (toggle) various features using the ‘default response’ setting. In each module, on the main form, this will be easily identifiable by the Red and Bold display text as shown below.
Each toggle should be reviewed alongside the client’s sales contract and requirements to determine the necessary setup.
Note: The Standard Employee Learning modules do not have any currently required toggles.
Install Checklist
Step | Applicable to | Process | Sub Process | Status |
1 | All | Initial Setup | Schema or Bundle Copy to client site | ☐ |
2 | Schema Copy | Initial Setup | Hide any modules which the client has not purchased/is not using | ☐ |
3 | Bundle Copy | Module Setup | Create and set up the Bulk Course Assignment Module (refer to the steps outlined in the Appendix of this document) | ☐ |
4 | All | Module Setup | On the Main Form, update the ‘You are currently assigning multiple courses at once. To create a course for a single user instead click here.’ field. Open the code view and update the link URL to be the site you have installed in, and the module ID of the Employee Learning module. (Refer to steps 5 - 7 in the appendix of this document) | ☐ |
5 | All | Module Setup | Review tab section overrides and determine if admin role should be added to visibility | ☐ |
6 | All | Module Setup | Review Workflow path restrictions and add Admin user collection to the restrictions | ☐ |
7 | Bundle Copy | Role Setup | Map module Role Profiles to system roles if the client is adding additional roles | ☐ |
8 | All | Customisation | Complete any field customisation as indicated in the client’s returned module workbook | ☐ |
9 | All | Customisation | Complete any notification customisation as indicated in the client’s returned module workbook | ☐ |
Appendix
How to create the ‘Integrated’ Bulk Course Assignment Module
Go to the Module Configuration page from Settings > Modules
Click ‘Add’ to create a new module
Create a module with the following settings
Under the ‘Index URL’ option replace the module name id (highlighted in red) with the module ID of the Employee Learning module.
In the Employee Learning module go to the main form
Find the ‘You are currently assigning multiple courses at once. To create a course for a single user instead click here.’ Field and edit it.
Open the code view and update the link URL to be the site you have installed in, and the module ID (in Red) of the Employee Learning module
Under the applicable Roles add the new module under ‘Integrated Modules’ (Recommended for Managers and above)
Test Adding a record via the new menu item
The form should appear as below:
