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 Merge Templates
V6 Introduction to PIE
V6 Toolbars & Branding
Type: Platform
Audience: System Administrators
Duration: 1 Hour
Training Experience:
- Training Planning Call (sold per Training Engagement)
- PPTX in editable format (Standard)
- Interactive training session delivered by an Intelex Training Specialist
- Recording of the session (remote-only)
Key Learning Objectives:
- Understand toolbars: functionalities and customization options.
- Strategic integration of branding elements: logos, colors, and design.
- Practical insights and best practices for effective implementation.
- 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?
- Identify the location of the Intelex toolbar(s)
- Identify the branding section within the Intelex platform
- Customize toolbars with the intention for the correct user
- Customize branding (logos, colors, and design)
V6 System Administration One
Type: Platform
Audience: System Administrators
Duration: 2 Hours
Training Experience:
- Training Planning Call (sold per Training Engagement)
- PPTX in editable format (Standard)
- Interactive training session delivered by an Intelex Training Specialist
- Recording of the session (remote-only)
Key Learning Objectives:
- Add and modify new and existing locations in your Intelex system
- Add and modify new and existing employees in your Intelex system
- Assign user security and user credentials to employees
Knowledge Check! Can you confidently finish the sentence “I can” using the phrases below?
- Manually add a new location to my location structure
- Edit existing location records (address changes, archiving, etc.)
- Manually add a new employee to my Intelex System
- Give an employee user access
- Assign the user to the correct license-type, logon location, security groups, and location roles based on what the user needs to do and see in the System
V6 System Administration Two
Type: Platform
Audience: System Administrators
Duration: 2 Hours
Training Experience:
- Training Planning Call (sold per Training Engagement)
- PPTX in editable format (Standard)
- Interactive training session delivered by an Intelex Training Specialist
- Recording of the session (remote-only)
Key Learning Objectives:
- Create or modify notification templates
- Create or modify notification schedules
- Create or modify custom toolbars
- Manage custom bulletins
- Add or modify custom branding
Knowledge Check! Can you confidently finish the sentence “I can” using the phrases below?
- Locate notification templates in my Intelex System
- Create a brand-new notification template or make needed changes to existing ones
- Add upcoming or overdue schedules to my notification templates
- Validate / troubleshoot common issues with notifications (sending/receiving)
- Create toolbars and set them as the default for specific users or a sub-set of users based on their needs
- Create, delete, share, or un-share custom bulletins
- Identify which areas of my Intelex System can be branded and set colour/logo preferences accordingly
V6 Introduction to Reporting
Type: Platform
Audience: System Administrators and/or Users who need to create Reports
Duration: 2 Hours
Training Experience:
- Training Planning Call (sold per Training Engagement)
- PPTX in editable format (Standard)
- Interactive training session delivered by an Intelex Training Specialist
- Recording of the session (remote-only)
Key Learning Objectives:
- Navigate the report inventory and report builder tool
- Understand Data Source options and considerations
- Create or modify a List Report
- Create or modify a Matrix Report
- Create or modify a Chart
- Understand and set report sharing and security preferences
Knowledge Check! Can you confidently finish the sentence “I can” using the phrases below?
- Access, view, and export existing reports that I created or that are shared with me in Intelex
- Identify and select the correct data source based on my needs
- Confidently navigate the report builder tool, including the field list, settings panel, and the icon toolbar
- Create and modify list reports, including adding sorts, groupings, and filters
- Create and modify matrix reports, including adding summary functions
- Create at least 1 chart-type, including drill through and interactive legends
- Share my report with the people who I need to
- Confidently explain who can and can’t see my report, and what they can see on the report and why
V6 Dashboards & Home Pages
Type: Platform
Audience: System Administrators and/or Users who need to create Dashboards
Duration: 2 Hours
Training Experience:
- Training Planning Call (sold per Training Engagement)
- PPTX in editable format (Standard)
- Interactive training session delivered by an Intelex Training Specialist
- Recording of the session (remote-only)
Key Learning Objectives:
- Navigate the dashboard inventory and dashboard builder tool
- Create or modify Data Widgets
- Create or modify Static Widgets
- Use and understand Search Widget function
- Understand and apply Widget sharing
- Understand and set Dashboard sharing and security preferences
- Create and assign a Home Page
Knowledge Check! Can you confidently finish the sentence “I can” using the phrases below?
- Access, view, and export existing dashboards that I created or that are shared with me in Intelex
- Confidently navigate the dashboard builder tool, including the widget list, settings panel, and the icon toolbar
- Create and modify data widgets, including adding slicers (filters), from one or more data source(s) or leveraging existing reports
- Create and modify static widgets, including adding text, images, and links
- Add an existing widget to a new or multiple dashboards
- Anticipate how my shared widget will behave based on settings I’ve selected
- Confidently explain who can and can’t see my dashboard, and what they can see on the dashboard (widgets) and why
- List the available options and create a Home Page, along with assigning it to users
V6 Effective Dashboards
Type: Platform
Audience: System Administrators and/or Users who need to create Dashboards
Duration: 2 Hours
Training Experience:
- Training Planning Call (sold per Training Engagement)
- PPTX in editable format (Standard)
- Interactive training session delivered by an Intelex Training Specialist
- Recording of the session (remote-only)
Key Learning Objectives:
- Understanding how to design a user-centric dashboard that effectively communicates and maximizes data intake.
- 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?
- Use my skills to strategize and articulate dashboard objectives and select the appropriate tools.
- Use advanced features to create user-friendly dashboards for a seamless experience.
- Identify common pitfalls in dashboard design.
- Understand industry best practices for conveying the purpose and message of a dashboard effectively.
V6 Data Widget Overview & Interaction
Type: Platform
Audience: System Administrators and/or Users who need to create Dashboards
Duration: 1 Hour
Training Experience:
- Training Planning Call (sold per Training Engagement)
- PPTX in editable format (Standard)
- Interactive training session delivered by an Intelex Training Specialist
- Recording of the session (remote-only)
Key Learning Objectives:
- Understand data widget development terminology and navigation.
- Gain a clear understanding of the use cases for data widget utilization.
- Explore various types of data widgets.
- Live interaction and development of data widgets within a dashboard.
Knowledge Check! Can you confidently finish the sentence “I can” using the phrases below?
- Navigate to the Dashboards tab and create a dashboard that houses multiple widget types.
- Locate where data widget options are stored and have a clear understanding of the correct widget type to select based on my data communication need.
- Identify the difference between developing a data widget and creating a report in the Report Builder Interface.
- Confidently manage my data widgets after creation.
V6 Dashboard Slicers Overview & Interaction
Type: Platform
Audience: System Administrators and/or Users who need to create Dashboards
Duration: 1 Hour
Training Experience:
- Training Planning Call (sold per Training Engagement)
- PPTX in editable format (Standard)
- Interactive training session delivered by an Intelex Training Specialist
- Recording of the session (remote-only)
Key Learning Objectives:
- Understand Slicer development terminology and navigation.
- Gain a clear understanding of the use cases for slicer utilization.
- Explore various ways slicers can serve as an intuitive front-end filter.
- Live interaction and development of slicers within a dashboard.
Knowledge Check! Can you confidently finish the sentence “I can” using the phrases below?
- Navigate to the Dashboards tab and create a dashboard that houses multiple slicers.
- Confidently locate the field I would like to filter my data widget by.
- Easily select the data widget(s) I would like my slicer to interact with.
- Use best practices to ensure that my end users understand how to use the slicers with a user-centric dashboard design in mind.
- Manage my slicers after creation.
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:
- Training Planning Call (sold per Training Engagement)
- PPTX in editable format (Standard)
- Interactive training session delivered by an Intelex Training Specialist
- Recording of the session (remote-only)
Key Learning Objectives:
- Navigate and apply charting settings
- Review data sources
- Create source reports and underlying data reports
- Create or modify formula fields
- Set and apply conditional formatting
- Join data sources
Knowledge Check! Can you confidently finish the sentence “I can” using the phrases below?
- Identify and use the available charting settings based on my desired data view type
- Confidently identify which data source types are best for each user
- Create and modify data widgets, including adding slicers (filters), from one or more data source(s) or leveraging existing reports
- Create and modify static widgets, including adding text, images, and links
- Add an existing widget to a new or multiple dashboards
- Anticipate how my shared widget will behave based on settings I’ve selected
- Confidently explain who can and can’t see my dashboard, and what they can see on the dashboard (widgets) and why
- List the available options and create a Home Page, along with assigning it to users
V6 Application Builder Series
Type: Platform
Audience: System Administrators
Duration: 2 Hours each (5-part series)
Training Experience:
- Training Planning Call (sold per Training Engagement)
- PPTX in editable format (Standard)
- Interactive training session delivered by an Intelex Training Specialist (5-part series)
- Recording of the session (remote-only)
Key Learning Objectives:
- Navigate the Application Configuration tool
- Create or modify applications, objects, fields, and/or tabs
- Create or modify views (detail and inventory)
- Create or modify workflows
- Create or modify workflow-based notifications
- Create and set user groups and associated permissions
- 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?
- Confidently understand and use Intelex Application Configuration concepts and terminology
- Make configuration changes to include or remove fields or look-up values
- Add new workflow-based notifications, including adding them to the workflow and setting who the recipients will be
- Change how my views (forms) are laid out and formatted (ex. the order in which the fields appear)
- Include stage containers to my views to show and hide various elements based on the stage of the workflow
- Include desired logic to drive data integrity (ex. record cannot be created in the past)
- Leverage view actions to show or hide fields based on data entries
- Create my own simple application from start to finish, with a workflow and security *
(note: an additional license is required to build your own applications in Intelex)
V6 Mobile (Add-On to Application Builder)
Type: Platform
Audience: System Administrators
Duration: 2 Hours
Training Experience:
- Training Planning Call (sold per Training Engagement)
- PPTX in editable format (Standard)
- Interactive training session delivered by an Intelex Training Specialist (5-part series)
- Recording of the session (remote-only)
Key Learning Objectives:
- Enable an existing browser application for Mobile use
- Understand how source code needs to be modified for Mobile use
- Understand how security needs to be modified for Mobile us
Knowledge Check! Can you confidently finish the sentence “I can” using the phrases below?
- Modify mobile source code to only include relevant stages/fields
- Modify dropdowns for quick and easy access
- Update workflow to include mobile options
- Understand the limits of mobile configuration vs browser configuration
- Understand the best practices for how/when mobile should be used for an application
- Set mobile security permission
V6 Application Training
Type: Platform
Audience: System Administrators or Knowledge Champions
Duration: 2 Hours (typically)
Training Experience:
- Training Planning Call (sold per Training Engagement)
- PPTX in editable format (Standard)
- Interactive training session delivered by an Intelex Training Specialist (5-part series)
- Recording of the session (remote-only)
Key Learning Objectives:
- Ability to navigate the application (from various viewpoints)
- Understand the security groups and location roles the application leverages
- Understand the application workflow(s)
- Ability to create records and run them through the workflow
- Understand and identify who is responsible for task completion throughout the workflow
- 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?
- Quickly and confidently navigate to specific pages or records within my application
- Put specific users in the correct security group or location role based on desired interaction type
- Explain the possible paths records in my application can take based on the configured workflow(s)
- Accurately identify what needs to be entered / completed to move a record through the workflow along with who is responsible
- Manage or modify front-end application settings along with how these settings impact the usage of the application
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:
- Training Planning Call (sold per Training Engagement)
- PPTX in editable format (Standard)
- Interactive training session delivered by an Intelex Training Specialist (5-part series)
- Recording of the session (remote-only)
Key Learning Objectives:
- Understanding general navigation of the EHS Incident Management Application
- Clear understanding of where the body map is located within the workflow
- Ability to identify the security groups/person responsible that can interact with the body map within the workflow
- Ability to identify the security groups that can interact with the body map within the settings tab
- Clear understanding of the difference between the body map within the settings tab and within the workflow
- Demonstration and interaction of body map grid within the workflow
- Demonstration and interaction of how to maintain and add injuries/illnesses within the settings tab
- Understanding the Data import process within the setting tab
Knowledge Check! Can you confidently finish the sentence “I can” using the phrases below?
- Navigate to the EHS Incident Management application and locate where body mapping is configured within the setting tab.
- Update, create, or import injury/illnesses within the settings tab.
- Find the body map within the injury/illness workflow.
- Report injury/illness information via the body part map within an incident report.
V6 Introduction to Merge Templates
Type: Platform
Audience: System Administrators
Duration: 2 Hours
Training Experience:
- Training Planning Call (sold per Training Engagement)
- PPTX in editable format (Standard)
- Interactive training session delivered by an Intelex Training Specialist (5-part series)
- Recording of the session (remote-only)
Key Learning Objectives:
- Understand the intended purpose of a Merge Template
- Outline and interact with steps involved in the development of a Merge Template
- 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?
- Explain why a Merge Template would be used
- Navigate to where a Merge Template would be located
- Develop a Merge Template
- Understand the security capabilities of a Merge Template
- Understand the terminology used in the development and maintenance processes of a Merge Template
V6 Introduction to PIE
Type: Platform
Audience: System Administrators
Duration: 2 Hours
Training Experience:
- Training Planning Call (sold per Training Engagement)
- PPTX in editable format (Standard)
- Interactive training session delivered by an Intelex Training Specialist (5-part series)
- Recording of the session (remote-only)
Key Learning Objectives:
- Understand the intended purpose of PIE
- Outline and interact with steps involved in enabling Package Designer/Installer
- Outline and interact with steps involved in Package development
- Outline and interact with steps involved in Installing Package
- 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?
- Explain why PIE would be used
- Create a PIE Package
- Install a PIE Package
- Understand the security capabilities of PIE
- Understand the terminology used in the development and maintenance processes of PIE
V6 User Security
Type: Platform
Audience: System Administrators
Duration: 2 Hours
Training Experience:
- Training Planning Call (sold per Training Engagement)
- PPTX in editable format (Standard)
- Interactive training session delivered by an Intelex Training Specialist (5-part series)
- Recording of the session (remote-only)
Key Learning Objectives:
- Security Terminology
- Logon Location, License Type, Security Groups, Person Responsible
- How Access to Intelex is determined
- Four Layers of Intelex Access
- Groups and how they can be leveraged
- Security Groups vs. User Groups
Knowledge Check! Can you confidently finish the sentence “I can” using the phrases below?
- Understand the Three Layers of Security and their roles.
- Confidently Grant App Access to Users
- Adjust visible data for a user based on their location access.
- Distinguish between being in an app security group and having individual responsibilities as a Person responsible.
- Clearly understand the difference between security groups and user groups.
V6 Notifications
Type: Platform
Audience: System Administrators
Duration: 2 Hours
Training Experience:
- Training Planning Call (sold per Training Engagement)
- PPTX in editable format (Standard)
- Interactive training session delivered by an Intelex Training Specialist (5-part series)
- Recording of the session (remote-only)
Key Learning Objectives:
- Improve user adoption with notification emails.
- Create meaningful notification emails for tasks.
- Understand different notification types.
- Manage existing notifications.
- Create new notifications.
- Get familiar with configuration menus.
Knowledge Check! Can you confidently finish the sentence “I can” using the phrases below?
- Identify the location where notification templates are stored, updated, and created.
- Explain the difference between a scheduled-based notification and a workflow based notification.
- Create a Scheduled Notification.
- Create a Workflow Notification.
- Change or disable a Scheduled and Workflow-based Notification.
V6 Report Object Selection
V6 Report Object Selection
Type: Platform
Audience: System Administrators
Duration: 1 Hour
Training Experience:
- Training Planning Call (sold per Training Engagement)
- PPTX in editable format (Standard)
- Interactive training session delivered by an Intelex Training Specialist (5-part series)
- Recording of the session (remote-only)
Key Learning Objectives:
- Understand the impact of an application's object structure on reporting.
- Learn to analyze and select appropriate objects for generating reports.
- Gain proficiency in investigating object structures, particularly in OOTB EHS Incident Management.
- 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?
- Identify the application name, objects, and fields of the applications I report on
- Select the object necessary to pull the correct fields for my report each time
- Understand how the object structure of my applications works, thus making the reporting process a seamless task in my role
V6 Report Field Tips & Tricks
V6 Report Field Tips and Tricks
Type: Platform
Audience: System Administrators
Duration: 1 Hour
Training Experience:
- Training Planning Call (sold per Training Engagement)
- PPTX in editable format (Standard)
- Interactive training session delivered by an Intelex Training Specialist (5-part series)
- Recording of the session (remote-only)
Key Learning Objectives:
- Manage long data source field lists to locate the correct fields efficiently.
- Leverage special report building tools effectively for enhanced reporting.
- 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?
- Locate the correct field within my object to display the data I would like to convey
- Understand what to do if I see multiple instances of the same record within my report
- Drill through to locate the correct layer of fields
Troubleshooting Report & Dashboard Access
V6 Troubleshooting Report and Dashboard Access
Type: Platform
Audience: System Administrators
Duration: 1 Hour
Training Experience:
- Training Planning Call (sold per Training Engagement)
- PPTX in editable format (Standard)
- Interactive training session delivered by an Intelex Training Specialist (5-part series)
- Recording of the session (remote-only)
Key Learning Objectives:
- Gain confidence in troubleshooting access issues for reports and dashboards.
- Familiarize with various scenarios involving access issues.
- Learn methods to identify and resolve access problems effectively.
- Practice troubleshooting through hands-on exercises.
- Investigate and resolve three live examples in a test environment.
- Develop a comprehensive understanding of access issues impacting reports and dashboards.
- Acquire skills to support users encountering access problems.
Knowledge Check! Can you confidently finish the sentence “I can” using the phrases below?
- Confidently troubleshoot access issues to reports and dashboards Identify the location where notification templates are stored, updated, and created.
- Apply multiple methods to a Dashboard or Report issue when I encounter them.
- Create a Scheduled Notification.
- Create a Workflow Notification.
- Change or disable a Scheduled and Workflow-based Notification.
My Tasks Summary
V6 My Tasks Summary
Type: Platform
Audience: System Administrators
Duration: 1 Hour
Training Experience:
- Training Planning Call (sold per Training Engagement)
- PPTX in editable format (Standard)
- Interactive training session delivered by an Intelex Training Specialist (5-part series)
- Recording of the session (remote-only)
Key Learning Objectives:
- Understand the purpose of the My Tasks Summary application.
- Gain insights into the system administrator's perspective regarding the application.
- Learn strategies to maximize supervisors' abilities in managing staff tasks effectively.
- Familiarize yourself with the tools available within the My Tasks Summary application for efficient task management.
- Develop skills in reassigning tasks seamlessly.
Knowledge Check! Can you confidently finish the sentence “I can” using the phrases below?
- Understand the purpose of the My Tasks Summary application
- Implement strategies to maximize supervisors' abilities in managing staff tasks effectively
- Utilize the tools available within the My Tasks Summary application for efficient task management.
- Seamlessly reassign tasks
- Understand the limitations associated with reassigning tasks
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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