Creating and Assigning Hat Packs in DDS Dashboard
1. Introduction to Hat Packs
Purpose: To create hat packs and assign them to employees using the DDS Dashboard.
2. Accessing the Library
Locate the library in the left-hand navigation bar.
Understand that the library contains all uploaded references and materials.
3. Assigning Individual References
Click the person icon on a reference to assign it directly to an employee.
Select the post from the drop-down menu.
4. Viewing Hat Packs
Navigate to the Packs tab inside the library to view existing hat packs.
Click the arrow icon next to a hat pack to expand and view its contents.
5. Editing Hat Packs
Click the Edit icon to add or remove references from a hat pack.
Options to rename the pack or change the order of items.
6. Creating a New Hat Pack
Click the Create Hatting Pack button in the top right corner.
Enter a name for the new hat pack.
7. Adding and Removing References
Click the plus icon next to references to include them in the hat pack.
Use the trash can icon to remove any references.
8. Rearranging References
Drag items using the six-dot icon next to each reference to rearrange their order.
9. Saving the Hat Pack
Click Save to finalize the creation of the new hat pack.
10. Assigning the Hat Pack to a Post
Click the person icon on the hat pack to assign it to a specific post.
11. Employee Access to Hat Packs
Once assigned, employees will see a 'My Hatting' section in their left-hand navigation bar.
Employees can go through their assigned references and check them off as they complete them.