Table of Contents
- Introduction
- Exceptions to the Rule
- @Work Via IP Address
- @Work Via Geofencing
- Wisetail Drive @Work
- OnTrack @Work
Introduction
@Work is a method to ensure that (generally non-salaried) users are only accessing training content (Modules & Wisetail Drive) while at a physical job location. The @Work feature does not restrict employee access to the social side of your LMS. What that means is users can still access the Connect, Share, and Dialog pages. As an admin, you determine exactly which modules are restricted by the @Work functionality. @Work can be implemented via IP Address whitelisting, via Geofencing, or both.
Exceptions to the Rule
To remove the impact of the @Work functionality for a given user, such as salaried employees whose hours you don't need to track, managers, people working at remote locations, etc, there is a quick and easy way to disable this functionality.
Setting a user's Exempt profile field to a value with a Title = Yes will result in the system ignoring the @Work restriction for that user.
@Work Via IP Address
- Navigate to Admin Tool → System tab → @Work pill.
- Enable Filter @Work Content:
- Next add the approved IP addresses for your locations.
- This can be done one at a time, or by importing a .csv file via the Upload IP Addresses dialog on the lower right-hand side of the page:
- If needed, you can download a template via the triangle to the right of the Import CSV button.
- Note: these should be external, public, and static IP Addresses.
- Subnets: If needed (it almost never is) then you can also specify what subnet to include as part of the address. If you don't know what this means, then you probably won't need it.
- This can be done one at a time, or by importing a .csv file via the Upload IP Addresses dialog on the lower right-hand side of the page:
- The @Work filter must currently be applied to each module individually. To add the @Work restriction to a module:
- Edit the module.
- In the right-hand column select the arrow next to @Work to see more. Here you can select No (the default), or Yes to apply the @Work restriction:
@Work Via Geofencing
Under the @Work Geolocation panel is where you can add locations via Google Maps and define a geofence of a certain radius around that location. When the panel first opens, the default view will be of the contiguous United States.
If you want the map to center on your location, click the icon and you'll be asked to share your location with your browser. Once shared, the map will zoom into your location.
Enabling the @Work Geolocation toggle will grant access to the @Work Geolocations panel. The @Work Geolocation panel can be found underneath the @Work IP address panel.
Existing @Work IP Address workflows are unchanged and unaffected. Both options can be enabled simultaneously, if extra guardrails are desired.
You will also see all of the locations that have been added, any descriptions associated with that location, and the set radius. There are two ways to add a location to the @Work Geolocation feature, outlined below.
Adding New Location - Address Input
You can input an address into the Geo Location Bar. As you start typing in the address bar, you will see a list of recommended matches begin to appear. You can either press enter once the address is complete, or select from the list of matches.
After selecting an address, configure the size of the geofence by entering the desired radius. A default value of 10 meters is added but that can be customized. Both meters and feet are available units. Once a location and radius is selected, click Add Location and a modal will pop up.
Within the modal, you can double check the location and radius as well as add a description/location information like store number or other location characteristics.
Adding New Location - Click on Map
You can also add locations by clicking on the map itself. When you click on the map, a pin will be dropped with a default radius of 10 meters drawn around where you clicked. You can move the pin around by dragging and dropping it, as well as change the radius by making the red circle as large or as small as you like. The address bar and radius indicator will reflect the location of the pin drop and the radius you have drawn.
Once you are satisfied with the location selected from the map, click Add Location and follow the same steps outlined above to add the new location.
Sorting
There are several filters available on the right side of the @Work Geolocation panel. You can conduct a search and results will be found based on matches in the address and/or description. The Sort By options include:
- Newest to oldest (based on date added)
- Oldest to newest (based on date added)
- A-Z (Description/Location)
- Z-A (Description/Location)
User Steps
Users will need to share their location in the browser in order for the LMS to determine whether they are located within the boundaries of a geofence. If Location Access is denied, geofenced modules will not be available.
Wisetail Drive @Work
The Wisetail Drive mobile app supports @Work functionality, even offline. While mobile devices must have an internet connection at the time of login in order to establish the @Work state and bypass filtering, once the team member has logged in and @Work state has been established, they are free to move around the work space, even in and out of areas where an internet connection may be limited or unavailable, and they will be able to continue accessing restricted content.
Drive also respects the Exempt profile field. When a user has the Exempt field set, they can access @work carousel content regardless of their location status.
OnTrack @Work
OnTrack supports @Work filtering functionality, helping ensure your users are completing checklists from the place they're supposed to be. When enabled (per checklist) users who are not at work can view, but not take actions on, the given OnTrack checklist. When logged in at Work, full functionality is restored.
To enable for a given OnTrack checklist:
- Navigate to the Admin Tool → OnTrack → select an OnTrack Checklist.
- Click on the Checklist Settings (gear icon).
- Check the box next to "Enable @Work" and click Save.
- Click Update.