QuickGuides

QuickGuides are training tools WorkRecords uses to educate customers on our software. Each title represents the specific process included in that particular QuickGuide.

QuickGuide - How to Provide Account Information for a new GoLive with WorkRecords
This QuickGuide provides a step by step explanation of the questionnaire that needs to be completed in order to completely and accurately set-up an account ...
Mon, 30 Mar, 2015 at 10:00 AM
GoLive Checklist
This checklist was created for Labor Suppliers to help ensure a supplier has completed the necessary steps to have a successful GoLive.
Thu, 22 Sep, 2016 at 10:44 AM
Add Workers and Upload Security Photos
When using WorkRecords, workers can be added at the time an order is created. As an alternative, workers can be added as a separate activity, even if they a...
Mon, 19 May, 2014 at 4:42 PM
Registering Magnetic Swipe Cards - at the Kiosk
This QuickGuide shows the step-by-step instructions of registering a magnetic swipe card at a Kiosk.
Mon, 6 Jun, 2016 at 7:52 AM
Registering Magnetic Swipe Cards - with a Reader
This QuickGuide covers the step-by-step instructions to register magnetic swipe cards using a reader.
Tue, 24 Mar, 2015 at 2:15 PM
Train Workers to Use the Kiosk (for Kiosks Operating with the Legacy Software Version)
Note: These QuickGuides should be used only by Labor Buyers with Kiosks operating with the Legacy Software Version. The QuickGuides attached below pro...
Tue, 24 Mar, 2015 at 2:23 PM
Troubleshooting at the WorkRecords Kiosk
The QuickGuide for Troubleshooting at the WorkRecords Kiosk outlines h the most common reasons that a worker has a challenge checking-in or out at the Kiosk...
Fri, 30 Jan, 2015 at 1:11 PM
QuickGuide - Create Order Templates
Templates are used to maximize efficiency in using WorkRecords. Templates are predefined order confirmation “guides” that you create when you have the same ...
Wed, 2 Apr, 2014 at 9:20 AM
Create Order Templates - Data Organization Tool
This Excel file can be used to help organize data in preparation for creating Order Templates. It is used in the video - Creating Templates - Part 1: Organiz...
Wed, 22 Oct, 2014 at 1:24 PM
QuickGuide: Create Order Confirmations using Templates
  Using a template makes Creating Order Confirmations in WorkRecords a quick and easy process.  There are two steps that must be completed in order to cr...
Tue, 17 Oct, 2017 at 4:23 PM