iTacit Admin

Training

• Create an iCourse
• Export Session Data from iTacit
• Track Employee Progress Using the Transcript Manager
• Uploading a video to YouTube or Vimeo and embedding in iTacit
• Upload a Packaged / SCORM Course
• Create a Training Catalog Item
• The Media Library
• Create a Session
• Create a Knowledge Program
• Assign Training through the Training Catalog
• Assign Training using the Transcript Manager
• Create Transcripts for In-Service or Outside Training
• Update a Transcript
• Manage Failed Transcripts
• Print a Training Certificate
• Manage a Session
• Report on Employee Training Progress
• Assign a Knowledge Program
• Export Knowledge Program Information from the Knowledge Program Manager
• Create a New Training Certificate
• Track Employee Progress Using the Knowledge Program Manager

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Recruiting & Onboarding

• Create a Career Posting
• Delete a Candidate
• Creating links and inserting images
• Viewing Candidate Responses
• Exporting Candidates
• Change Status of a Candidate’s Application
• Messaging within a Career Posting
• Create a Standard Question
• Create a Standard Form
• Create a Standard Application
• Create an Activity Template
• Create Activity Template Permissions
• Create a Candidate
• Edit Candidate Details
• Transition Candidate to the Employee

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Performance

• Create a Performance Questionnaire
• Create a Performance Item
• Schedule a Performance Review
• Managing Performance Reviews
• Create Achievement Levels
• Create a Set of Standard Responses
• Create Performance Questionnaire Permissions
• Create Performance Item Permissions
• The Media Library

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Surveys

• Create a Survey Questionnaire
• Create a Survey Campaign
• Viewing/Printing Survey Results
• Creating Standard Responses
• Creating Display Values
• Creating Survey Permissions
• Creating Survey Campaign Permissions

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Employees

• Add an Employee
• Assign and End Employee Roles in iTacit
• Add Employee Documents
• Deactivate / Reactivate / Delete an Employee
• Export Employee Information
• System Access
• Unlock Account and Assign New Password
• Self Registration
• Reset a Password

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Forms

• Providing a Completion Certificate for a Form
• Build a Form
• Build a Form with Conditional Logic
• Build a form with scoring
• Build a multi-user form
• Advanced Collaboration in Multi-User Forms
• Create a new version of a form
• View or Revert to Previous Form Versions
• Make Forms Available with Form Library Items
• Set up form notifications
• Assign a Topic to a Form
• Set up form schedule and recurrence
• Assign a form to an employee
• Assign a form to employees about other employees
• Export form submissions
• Assign a form to employees about an item
• Delete a form submission
• Create Form Notification Recipient Groups
• Create Form Standard Responses
• 3 Examples of how to use Forms and Checklists
• Forms & Checklists - How to set up and distribute forms
• Delete a Form Version
• Publish a Form for Use
• Add a Form Description
• Schedule automatic form assignments
• Review and manage form submissions
• Update form submission status
• Reassign form to another manager
• Create Form Library Topics
• Create Form Display Values
• Create Form Submission Status Reasons

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Quick Guides

• iTacit AI Assistance
• iTacit AI Assistant Dashboard
• Forms Collaboration Security
• Business Training Certificate Enhancements
• Employee Compliance Dates
• Training
• Form Versioning
• Form Advanced Collaboration
• Form Branching Logic
• Employees
• Recruiting
• Surveys
• Performance Management
• Self Registration
• Media

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