Thank you for purchasing Sign In Central Record!
We are really looking forward to working with you 🙂
Complete your Onboarding Training Course
As part of your Subscription, we offer an Onboarding Training Course to help you get set up and get the most out of the system.
Full Onboarding Training
This course is our full onboarding training, covering how to build and edit the template, carry out your initial data import into the system using the integration with Sign In App, and also day-to-day management training videos which will cover every other aspect of the system.
Suitable for: System administrators and any users involved in the initial customisation process of the template and data importing.
Tip: If you are looking to learn the basics of the system but are not involved in editing the template, check out our 'Day to Day Management' lessons in the above course or find links below to our comprehensive help guides for each area of the system!
Step-By-Step Guides
For step-by-step guides on setting up and learning the system, please see below:
Template Customisation - Our help guide collection will cover everything you need to help you set up and manage your template, including adding sections and fields, as well as customising your profile types and the rating system.
Sign In App Integration - This guide covers every step of the integration process in detail. You can always revisit some steps at a later date too, such as applying your Central Record data as part of your Safety Check for people signing in to your site.
Managing Users - How to add new users, manage user permissions, and delete users when required.
Dashboards and Widgets - We've set up a default dashboard for you, but this collection will cover how you can further customise this to suit your desired overview, as well as how to add your own custom dashboards if required.
The Profile Page - Learn how to manage individual profiles via the Profile Page, including how to update data, attach documents, and spot missing information.
The Advanced Editor - Looking to manage or update data for profiles in bulk? Have a look at our Advanced Editor tool, which has been built with multiple filtering and sorting features to make it easy to view just the data you need to see.
Insights and Reporting - This collection will cover the default reports available on your system, as well as how to create and manage your own custom reports if needed so you always have the correct reports to hand based on your requirements.