Intelex Course Catalogue & Learning Paths Guide

 We offer four distinct learning paths, each tailored to specific learning objectives:

Path 1 – I’m New Here  (NEW)

Path 2 – Data-Focused  (DATA)

Path 3 – Refresher  (REFRESH)

Path 4 – Configuration Focused  (CONFIG)

Interested in scheduling training or learning more?

Please reach out to your Customer Success Manager or Account Executive to request training / scoping call or to raise any questions you have. More detailed course summaries and agendas are available for all platform type courses.

If you do not have a CSM or an Account Executive, please reach out to
[email protected]

Intelex Course Catalogue & Learning Paths Guide

We offer four distinct learning paths, each tailored to specific learning objectives. Follow these paths to reach specific goals and become proficient in the Intelex platform.

Prior to taking any Learning Path, please complete our free V6 System Overview & Concepts overview, here. 

Path 1 – I’m New Here (NEW)

Goal: I’m trying to increase my understanding of Intelex’s Platform, my Applications, and what responsibilities I have as an Administrator.


V6 System Administration One

V6 Toolbards & Branding

V6 My Tasks Summary (NEW)

V6 Introduction to Reporting

V6 Dashboards & Home Pages

V6 User Security

V6 Notifications

Path 2 – Data-Focused (DATA)

Goal: I need to improve my understanding of the Reports and Dashboards tool.


V6 Introduction to Reporting

V6 Report Object Selection (NEW)

V6 Advanced Reporting

V6 Report Field Tips & Tricks (NEW)

V6 Dashboards & Home Pages

V6 Effective Dashboards

V6 Troubleshooting Report & Dashboard Access (NEW)

Path 3 – Refresher (REFRESH)

Goal: I want to revisit and reinforce my understanding of platform courses through shorter, focused learning experiences.


V6 Data Widget Overview & Interaction

V6 Dashboard Slicers Overview & Interaction

V6 Effective Dashboards

V6 User Security

V6 System Administration One (if not completed)

V6 Toolbars & Branding

V6 Notifications

Path 4 – Configuration Focused  (CONFIG)

Goal: I want to make configuration changes to my existing applications or create a new application.


V6 Application Builder Series

V6 Mobile (Add-On Only)

V6 Introduction to Settings Configuration (NEW)

V6 Introduction to Merge Templates

V6 Introduction to PIE

V6 Toolbars & Branding

Type: Platform
Audience: System Administrators
Duration: 1 Hour

Training Experience:

Key Learning Objectives:

  1. Understand toolbars: functionalities and customization options.
  2. Strategic integration of branding elements: logos, colors, and design.
  3. Practical insights and best practices for effective implementation.
  4. Gain expertise to personalize toolbars, boost productivity, and enhance brand presence on the Intelex platform.

Knowledge Check! Can you confidently finish the sentence “I can” using the phrases below?

If 1 or more of these are left unchecked, consider purchasing V6 Toolbars and Branding

V6 System Administration One

Type: Platform
Audience: System Administrators
Duration: 2 Hours

Training Experience:

Key Learning Objectives:

  1. Add and modify new and existing locations in your Intelex system
  2. Add and modify new and existing employees in your Intelex system
  3. Assign user security and user credentials to employees

Knowledge Check! Can you confidently finish the sentence “I can” using the phrases below?

If 1 or more of these are left unchecked, consider purchasing V6 System Administrator One training. The items covered in this course are essential for Intelex System Administrators to understand to keep their Systems running smoothly and efficiently.

V6 System Administration Two

Type: Platform
Audience: System Administrators
Duration: 2 Hours

Training Experience:

Key Learning Objectives:

  1. Create or modify notification templates
  2. Create or modify notification schedules
  3. Create or modify custom toolbars
  4. Manage custom bulletins
  5. Add or modify custom branding

Knowledge Check! Can you confidently finish the sentence “I can” using the phrases below?

If 1 or more of these are left unchecked, consider purchasing V6 System Administration Two training.

V6 Introduction to Reporting

Type: Platform
Audience: System Administrators and/or Users who need to create Reports
Duration: 2 Hours

Training Experience:

Key Learning Objectives:

  1. Navigate the report inventory and report builder tool
  2. Understand Data Source options and considerations
  3. Create or modify a List Report
  4. Create or modify a Matrix Report
  5. Create or modify a Chart
  6. Understand and set report sharing and security preferences

Knowledge Check! Can you confidently finish the sentence “I can” using the phrases below?

If 1 or more of these are left unchecked, consider purchasing V6 Introduction to Reporting training.

V6 Dashboards & Home Pages

Type: Platform
Audience: System Administrators and/or Users who need to create Dashboards
Duration: 2 Hours

Training Experience:

Key Learning Objectives:

  1. Navigate the dashboard inventory and dashboard builder tool
  2. Create or modify Data Widgets
  3. Create or modify Static Widgets
  4. Use and understand Search Widget function
  5. Understand and apply Widget sharing
  6. Understand and set Dashboard sharing and security preferences
  7. Create and assign a Home Page

Knowledge Check! Can you confidently finish the sentence “I can” using the phrases below?

If 1 or more of these are left unchecked, consider purchasing V6 Dashboards & Home Pages

V6 Effective Dashboards

Type: Platform
Audience: System Administrators and/or Users who need to create Dashboards
Duration: 2 Hours

Training Experience:

Key Learning Objectives:

  1. Understanding how to design a user-centric dashboard that effectively communicates and maximizes data intake.
  2. Addressing common pitfalls in dashboard design and collaborating on best practices for a positive user experience.

Knowledge Check! Can you confidently finish the sentence “I can” using the phrases below?

If 1 or more of these are left unchecked, consider purchasing Effective Dashboards training.

V6 Data Widget Overview & Interaction

Type: Platform
Audience: System Administrators and/or Users who need to create Dashboards
Duration: 1 Hour

Training Experience:

Key Learning Objectives:

  1. Understand data widget development terminology and navigation.
  2. Gain a clear understanding of the use cases for data widget utilization.
  3. Explore various types of data widgets.
  4. Live interaction and development of data widgets within a dashboard.

Knowledge Check! Can you confidently finish the sentence “I can” using the phrases below?

If 1 or more of these are left unchecked, consider purchasing Data Widget training.

V6 Dashboard Slicers Overview & Interaction

Type: Platform
Audience: System Administrators and/or Users who need to create Dashboards
Duration: 1 Hour

Training Experience:

Key Learning Objectives:

  1. Understand Slicer development terminology and navigation.
  2. Gain a clear understanding of the use cases for slicer utilization.
  3. Explore various ways slicers can serve as an intuitive front-end filter.
  4. Live interaction and development of slicers within a dashboard.

Knowledge Check! Can you confidently finish the sentence “I can” using the phrases below?

If 1 or more of these are left unchecked, consider purchasing Slicer training.

V6 Advanced Reporting

Type: Platform
Audience: System Administrators and/or Users who are comfortable with the introductory reporting topics/concepts
Duration: 2 Hours

Training Experience:

Key Learning Objectives:

  1. Navigate and apply charting settings
  2. Review data sources
  3. Create source reports and underlying data reports
  4. Create or modify formula fields
  5. Set and apply conditional formatting
  6. Join data sources

Knowledge Check! Can you confidently finish the sentence “I can” using the phrases below?

If 1 or more of these are left unchecked, consider purchasing V6 Advanced Reporting training.

V6 Application Builder Series

Type: Platform
Audience: System Administrators
Duration: 2 Hours each (5-part series)

Training Experience:

Key Learning Objectives:

  1. Navigate the Application Configuration tool
  2. Create or modify applications, objects, fields, and/or tabs
  3. Create or modify views (detail and inventory)
  4. Create or modify workflows
  5. Create or modify workflow-based notifications
  6. Create and set user groups and associated permissions
  7. Create or modify advanced configuration settings (source code, business rules, view actions, action handlers)

Knowledge Check! Can you confidently finish the sentence “I can” using the phrases below?

If 1 or more of these are left unchecked, consider purchasing the V6 Application Builder Series.

V6 Mobile (Add-On to Application Builder)

Type: Platform
Audience: System Administrators
Duration: 2 Hours

Training Experience:

Key Learning Objectives:

  1. Enable an existing browser application for Mobile use
  2. Understand how source code needs to be modified for Mobile use
  3. Understand how security needs to be modified for Mobile us

Knowledge Check! Can you confidently finish the sentence “I can” using the phrases below?

If 1 or more of these are left unchecked, consider purchasing the V6 Mobile Application Builder (Add-On).

V6 Application Training

Type: Platform
Audience: System Administrators or Knowledge Champions
Duration: 2 Hours (typically)

Training Experience:

Key Learning Objectives:

  1. Ability to navigate the application (from various viewpoints)
  2. Understand the security groups and location roles the application leverages
  3. Understand the application workflow(s)
  4. Ability to create records and run them through the workflow
  5. Understand and identify who is responsible for task completion throughout the workflow
  6. Create, modify, or maintain front-end application settings (Ex. settings tab)

Knowledge Check! Can you confidently finish the sentence “I can” using the phrases below?

If 1 or more of these are left unchecked, consider requestion an application training scoping call to speak with an Intelex Training Specialist about your application training needs.

V6 EHS Incident Management: The Body Map

Type: Application
Audience: Audience: System Administrators, Application Administrators who will be assisting or managing the EHS Incident Management, Full Access license holders of Subject Matter Experts who will support with the maintenance of the EHS Incident Management Application (Optional)
Duration: 1 Hour

Training Experience:

Key Learning Objectives:

  1. Understanding general navigation of the EHS Incident Management Application
  2. Clear understanding of where the body map is located within the workflow
  3. Ability to identify the security groups/person responsible that can interact with the body map within the workflow
  4. Ability to identify the security groups that can interact with the body map within the settings tab
  5. Clear understanding of the difference between the body map within the settings tab and within the workflow
  6. Demonstration and interaction of body map grid within the workflow
  7. Demonstration and interaction of how to maintain and add injuries/illnesses within the settings tab
  8. Understanding the Data import process within the setting tab

Knowledge Check! Can you confidently finish the sentence “I can” using the phrases below?

If 1 or more of these are left unchecked, consider purchasing Data Widget training.

V6 Introduction to Merge Templates

Type: Platform
Audience: System Administrators
Duration: 2 Hours

Training Experience:

Key Learning Objectives:

  1. Understand the intended purpose of a Merge Template
  2. Outline and interact with steps involved in the development of a Merge Template
  3. Clear understanding of security capabilities in the development and utilization of a Merge Template

Knowledge Check! Can you confidently finish the sentence “I can” using the phrases below?

If 1 or more of these are left unchecked, consider purchasing V6 Introduction to Merge Templates training.

V6 Introduction to PIE

Type: Platform
Audience: System Administrators
Duration: 2 Hours

Training Experience:

Key Learning Objectives:

  1. Understand the intended purpose of PIE
  2. Outline and interact with steps involved in enabling Package Designer/Installer
  3. Outline and interact with steps involved in Package development
  4. Outline and interact with steps involved in Installing Package
  5. Clear understanding of security capabilities in the development and utilization of a PIE

Knowledge Check! Can you confidently finish the sentence “I can” using the phrases below?

If 1 or more of these are left unchecked, consider purchasing V6 Introduction to PIE training.

V6 User Security

Type: Platform
Audience: System Administrators
Duration: 2 Hours

Training Experience:

Key Learning Objectives:

  1. Security Terminology
  2. Logon Location, License Type, Security Groups, Person Responsible
  3. How Access to Intelex is determined
  4. Four Layers of Intelex Access
  5. Groups and how they can be leveraged
  6. Security Groups vs. User Groups

Knowledge Check! Can you confidently finish the sentence “I can” using the phrases below?

If 1 or more of these are left unchecked, consider purchasing V6 User Security training.

V6 Notifications

Type: Platform
Audience: System Administrators
Duration: 2 Hours

Training Experience:

Key Learning Objectives:

  1. Improve user adoption with notification emails.
  2. Create meaningful notification emails for tasks.
  3. Understand different notification types.
  4. Manage existing notifications.
  5. Create new notifications.
  6. Get familiar with configuration menus.

Knowledge Check! Can you confidently finish the sentence “I can” using the phrases below?

If 1 or more of these are left unchecked, consider purchasing V6 Notifications training.

V6 Report Object Selection

V6 Report Object Selection

Type: Platform
Audience: System Administrators
Duration: 1 Hour

Training Experience:

Key Learning Objectives:

  1. Understand the impact of an application's object structure on reporting.
  2. Learn to analyze and select appropriate objects for generating reports.
  3. Gain proficiency in investigating object structures, particularly in OOTB EHS Incident Management.
  4. Develop skills in dissecting object structures for reporting purposes in chosen applications.

Knowledge Check! Can you confidently finish the sentence “I can” using the phrases below?

If 1 or more of these are left unchecked, consider purchasing V6 V6 Report Object Selection.

V6 Report Field Tips & Tricks

V6 Report Field Tips and Tricks

Type: Platform
Audience: System Administrators
Duration: 1 Hour

Training Experience:

Key Learning Objectives:

  1. Manage long data source field lists to locate the correct fields efficiently.
  2. Leverage special report building tools effectively for enhanced reporting.
  3. Troubleshoot issues related to fields to ensure report accuracy and integrity.

Knowledge Check! Can you confidently finish the sentence “I can” using the phrases below?

If 1 or more of these are left unchecked, consider purchasing V6 Report Field Tips and Tricks.

Troubleshooting Report & Dashboard Access

V6 Troubleshooting Report and Dashboard Access

Type: Platform
Audience: System Administrators
Duration: 1 Hour

Training Experience:

Key Learning Objectives:

  1. Gain confidence in troubleshooting access issues for reports and dashboards.
  2. Familiarize with various scenarios involving access issues.
  3. Learn methods to identify and resolve access problems effectively.
  4. Practice troubleshooting through hands-on exercises.
  5. Investigate and resolve three live examples in a test environment.
  6. Develop a comprehensive understanding of access issues impacting reports and dashboards.
  7. Acquire skills to support users encountering access problems.

Knowledge Check! Can you confidently finish the sentence “I can” using the phrases below?

If 1 or more of these are left unchecked, consider purchasing V6 Troubleshooting Report & Dashboard Access training.

My Tasks Summary

V6 My Tasks Summary

Type: Platform
Audience: System Administrators
Duration: 1 Hour

Training Experience:

Key Learning Objectives:

  1. Understand the purpose of the My Tasks Summary application.
  2. Gain insights into the system administrator's perspective regarding the application.
  3. Learn strategies to maximize supervisors' abilities in managing staff tasks effectively.
  4. Familiarize yourself with the tools available within the My Tasks Summary application for efficient task management.
  5. Develop skills in reassigning tasks seamlessly.

Knowledge Check! Can you confidently finish the sentence “I can” using the phrases below?

If 1 or more of these are left unchecked, consider purchasing V6 My Tasks Summary training.

Introduction to Settings Configuration

V6 Introduction to Settings Configuration

Type: Platform
Audience: System Administrators
Duration: 2 Hour

Training Experience:

Key Learning Objectives:

  1. Creating a Settings tab in an application with secure tab setup and menu configuration.
  2. Adding relation and lookup field libraries, including recommended methods for each.
  3. Granting modify access to lookup value lists for multiple security groups.
  4. Enabling the inactivate function for relation field libraries to enhance maintenance capabilities.

Knowledge Check! Can you confidently finish the sentence “I can” using the phrases below?

If 1 or more of these are left unchecked, consider purchasing V6 Introduction to Settings Configuration training.

Follow these paths to reach specific goals and become proficient in the INTELEX platform. Explore courses tailored for each goal to meet your learning needs and achieve your objectives. This information is meant to encourage flexible learning—feel free to take courses from multiple paths that suit your individual needs instead of sticking to a single trajectory.
Click here to take the V6 System Overview & Concepts Overview - Before taking on any Learning Path please ensure you have completed our free V6 System Overview & Concepts overview.

Interested in scheduling training or learning more?

We also offer the flexibility of delivering custom courses on-site at your location or online.

Please reach out to your Customer Success Manager (CSM) or Account Executive to learn more. 

If you do not have a CSM contact, please reach out to [email protected]

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