Getting Started with OnTrack

Avatar
by C.W. Holeman III
Follow

Please visit the Advanced Tools page in The Drop for pricing details, or talk to your CX Rep. 

See the OnTrack Overview.


Introduction

After Wisetail Technical Support has enabled OnTrack for you, you can jump right in by visiting [yourSite]/ontrack/fulfill.

To administer OnTrack navigate to the Admin Tool --> OnTrack.

To complete the admin steps on your end to grant other admins access to OnTrack you may wish to create a link to the tool somewhere other than your Home page (which is enabled by default). You may also need to adjust roll permissions to allow a wider scope of users to administrate Amtrak acceptance.

Accessing OnTrack

You can access OnTrack as an end user either via the LMS, or from our mobile OnTrack App.

Via the LMS

Although the initial configuration places a link to OnTrack on your Home Page, you can direct users to OnTrack from anywhere you can place a link, such as in Modules, a Links Widget, emails, etc. (You can also remove the initial link on your Home page, if desired.) To access OnTrack from a Links Widget on another page use the following steps:

  1. Navigate to: Admin Tool --> System --> Pages --> Home.
  2. If the "Links Widget is already enabled, click "Manage". If not enabled, add the Links widget and click "Manage". Input the following:
    1. Image Upload: You can use any image you'd like but if you want you can use the official OnTrack Logo, which you can access here.
    2. Link URL: [site]/ontrack/fulfill
    3. Optional: click "Show More" > "Permissions" to restrict link visibility.

Role Abilities

While OnTrack is enabled for all users by default, clients who wish to utilize a custom role to delegate administrative privileges will need a Role Ability added to a custom role. To do that Create a new Custom Role, or edit an existing one as follows:

  1. In the Admin Tool --> Users --> Roles:
  2. Select or create a Role.
  3. Add "OnTrack" --> Full Access (Manage Checklists)

 

 

Comments

0 comments
Article is closed for comments.