Altora is an all-in-one induction platform that helps you manage and deliver inductions to your contractors, subcontractors, employees and/or workers. Our approach to software focuses on implementing simple-to-use tools that will allow you to manage your induction, training and compliance with ease. We're here to help you get organised. Ready to get started?
In this article, you'll learn how to setup the basics of Altora so you can deliver your first induction.
Things to know
Before you jump into the tasks ahead, here are a few helpful things to know.
- We offer a number of online resources to provide help and insights about our tools and features. Take a tour of our Knowledge Base if you want to learn how something works, or if you run into any trouble.
- Everything is configured from the Administrator Interface, so you will need an Administrator with full access to complete these steps.
Here's an overview of the tasks we'll cover in this article.
- Step 1: Registration Fields
- Step 2: Customisation (Logo, Welcome Screen, Registration Email)
- Step 3: System Settings
- Step 4: Invite Administrators
- Step 5: Determine Courses
- Step 6: Course Specifics
- Step 7: Create Course Content
- Step 8: Determine Documents, e-forms and Acknowledgements Required
- Step 9: Add Trackable Documents
- Step 10: Add e-Forms
- Step 11: Add Acknowledgements
- Step 12: Determine Programs
- Step 13: Create Programs
- Step 14: Create End Users and Assign Programs
Step 1: Registration Fields
Navigate to Settings, open Registration Fields, and customise the fields you need users to fill out, as well as specifying the desired Field Rules.
Be sure to press Save.
Step 2: Customisation (Logo, Welcome Screen, Registration Email)
Still, in Settings, navigate to Appearance and find System Branding. Add your company logo, paying attention to the recommended sizing.
Scroll down to Welcome Screen and customise the contact information and welcome message which displays on the end user's login page. Be sure to press Save.
Now access the Notifications tab, choose Custom under New Account Registration Message and write a custom email message for new end user registration emails.
Be sure to press Save Changes.
Step 3: System Settings
Still in Settings, navigate to the Behaviour tab, and check all details are correct. These are system-wide details for your Altora account. Please change them if they are incorrect or incomplete.
Scroll down to Advanced Settings and answer the following questions:
- Do you want end-users to be able to register their own account?
- Do you want end users to assign themselves to their own induction programs?
- Do you want end-users to be able to skip videos you have within courses?
- Do you want question options within courses to be randomised in order?
- Do you want the questions and answers in course completion summaries to be hidden?
- Do you want administrators to receive an email every time a new end-user registers?
Be sure to press Save All Changes.
Step 4: Invite Administrators
Still in Settings, navigate to Administrators, and invite any more system Administrators you require. Please refer to this article for more information.
Step 5: Determine Courses
Determine the courses you need to make. If you have paid for Altora to complete a course setup for you, this step can be skipped as you would have already done this.
Step 6: Course Specifics
Still in Settings, navigate to the Tasks Library, open Course properties, change any course names if applicable, add Descriptions as needed, ensure Expiry is correct, and tick Publish on any ready courses.
Be sure to press Save All Changes at the bottom of the page.
Step 7: Create Course Content
Navigate to Course Editor. If you have multiple Matrices, press on the name of the course you wish to edit, or press Manage for the appropriate Matrix.
Please refer to this article for creating courses and slides.
If you have paid Altora to complete a course setup for you, this step can be skipped as this would have already been completed.
Step 8: Determine Documents, e-forms and Acknowledgements Required
If you have not already done so, determine if you need any trackable documents e-forms or acknowledgements. Please refer to this article for more information on these task types.
Step 9: Add Trackable Documents
Within Settings, navigate to the Tasks Library, press Manage on Document properties, and press "Add New Document" to create a new Document. Refer to Creating Documents for Document creation.
If you do not require trackable Documents, skip this step.
Step 10: Add e-Forms
Going back into the Tasks Library, press Manage on e-form properties, and press "Add New E-Form" to create a new e-form. Refer to Creating E-Forms for e-form creation.
If you do not require e-forms, skip this step.
Step 11: Add Acknowledgements
Going back into the Tasks Library, press Manage on Acknowledgement properties, and press "Add New Acknowledgement" to create a new Acknowledgement. Refer to Creating Acknowledgements for Acknowledgement creation.
If you do not require Acknowledgements, skip this step.
Step 12: Determine Programs
If there are different types of users in your system that are required to complete different tasks, for example a staff induction and a contractor induction, then you will want certain people to only complete certain tasks. You will need to create Programs to suit those users. Determine which Programs you require, and the tasks within those. For more information about programs, refer to this article.
Step 13: Create Programs
In Settings, go to the Program Assignments tab and press "Add Program" or "Add Guided Program" to create a new Program. Choose which tasks you want in each Program you create. Refer to this article for Program creation.
Step 14: Create End Users and Assign Programs
Depending on if you allowed end-user self-registration in step 3, either have users create their own accounts or navigate to Users and press "Add New User" to create new users.
Depending on if you allow end users to self-assign Programs in step 3, either have users assign themselves into their own Programs, or assign them when you create their accounts from the Admin view. For more information on user creation, refer to Inviting Users.
Congratulations, you have now fully set up Altora!