Manage Data (Gold & Platinum)
Gold and Platinum clients: This article outlines the resources available in the Client Resource Center (CRC) to review the various ways within Vision that you can manage data. Each guide listed below contains a hyperlink that can be clicked to go directly to the user guide to be reviewed or downloaded if needed. Data Manager: … Continue reading “Manage Data (Gold & Platinum)”
Administration: Employees
Gold & Platinum clients: The below guide will help you navigate through accessing and editing an individual employee’s profile information and roles in the New Admin Experience (including searching, filtering, and editing), as well as adding individual assignments. Learn how to enable access roles for the employee, add/edit/exclude assignments, view transcript records, print/save completion certificates, … Continue reading “Administration: Employees”
Administration: Groups
Grace Hill understands the complexity of the property management industry and knows that sometimes it’s not sufficient enough just to report on or assign courses by position or location. Groups are a custom collection of employees you can create with a mix of positions and locations based on your needs. The below guide walks you … Continue reading “Administration: Groups”
Administration: Locations
Gold and Platinum clients: The below guide will help you navigate through accessing location information in the New Admin Experience, as well as adding assignments to those locations. Silver clients: The below guide will help you navigate through accessing location information in the New Admin Experience. Gold & Platinum Silver
Administration: Positions
Gold and Platinum clients: The below guide will help you navigate through accessing position information in the New Admin Experience, as well as adding access roles and assignments to those positions. Silver clients: The below guide will help you navigate through accessing position information in the New Admin Experience. Gold & Platinum Silver
Administration: Special Assignments
There may be times where you need to create one-off assignments for a select group of employees or adjust due dates in mass. Review the below guide for instruction on creating and managing Special Assignments in the New Admin Experience.
Courses: Assign Positions, Locations, or Groups
The below user guide will assist system administrators with assigning a course to learners based on their Location, Position, or Group.
Courses: Set Prerequisites
The below user guide will assist system administrators with setting prerequisites for courses in Vision.
Course Assignment Exclusions
When creating assignments in Vision, there may be times when you would like to exclude a group of employees. We’ve made that process very simple with the ability to enter mass exclusions for a course. Utilize the below guide to enter assignment exclusions for a course from the New Admin Experience application.
NEW Enhanced Reporting Features
NEW ENHANCED REPORTING FEATURES Empowering you with information Your voices were heard in regards to our clients wanting a more robust reporting system! Thank you for all of the comments, feedback, and feature requests submitted for suggestions on how we can make our reporting functionality even more beneficial! We’re very excited to launch our Reporting enhancements … Continue reading “NEW Enhanced Reporting Features”
Grace Hill Announces Acquisition of The Strategic Solution
+ On October 11, 2018 Grace Hill announced the acquisition of The Strategic Solution! Effectively aligning the multifamily industry’s leading provider of online training and compliance coverage, with the top provider of online policies and procedures, is a win-win! Click here to learner more about TSS’s product, PolicyPartner, and how having an online platform for your company’s policies … Continue reading “Grace Hill Announces Acquisition of The Strategic Solution”
Vision Learner Onboarding Sheet
The below Vision Learner Onboarding Sheet can be given to new employees accessing Vision: