On.Board How-Tos

Getting Started with Program Setup

• Introduction to the On.Board Platform
• First steps as an On.Board administrator
• Recommended order of steps to set up your program
• Setting Up the Performance Hub
• Key Questions to Consider Before Curriculum Build

Manage your Program Administrators

• Defining Administrator Types and Permissions
• Adding Program Administrators

Program Theme

• Uploading your Organization Logos
• Setting your Program's Color Scheme
• Re-labelling Activity Icons

Program Hub Setup

• Customizing Email Templates
• Setting up Role Types
• Setting up Relationship Types

Manage Curriculum

• Previewing the curriculum
• Structuring your program with Sections and Steps
• Creating an activity and defining its content fields
• What does the Save and Publish button do?
• Add Variety through Activity Types
• Enhancing the user experience through the synopsis of an activity (including hyperlinks, images and videos)

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Manage Participants

• Archiving idle/redundant users
• Adding Participants to your Program
• Assigning Relationships Between Participants
• Supporting Users: Email Invites and Setting Passwords
• What Tags Are and How to Use Them
• Adding and Removing Participant Tags

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Reporting

• What are the Different Reports Available?
• Accessing Reports for a Program
• Assigning Reports Access
• Filtering Data in Reports
• Hiding Report Columns to Show Relevant Data
• Order of Data in the Reports

Manage Workflows

• Understanding Workflows
• Setting up Workflows