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 to completely and accurately set up an account in WorkRe...
Wed, 5 Oct, 2022 at 1:55 PM
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...
Tue, 4 Oct, 2022 at 3:32 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
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...
Mon, 26 Sep, 2022 at 5:05 PM
QuickGuide Approving TimeCards in WorkRecords
This QuickGuide assists with approving TimeCards in WorkRecords.
Tue, 6 Aug, 2013 at 2:47 PM
QuickGuide - Using Views
This document provides assistance with searching Views.
Fri, 19 Sep, 2014 at 12:15 PM
Benefits of Using the Search for Missing TimeCards Report
This report was designed to ensure any worker with stored time has an approved TimeCard for that week. There are additional uses for this report to ensure d...
Mon, 16 Sep, 2013 at 10:59 AM