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101 Main Street, Queens, New York
United States – 11435
+1 (800) 555 5555
[Monday to Friday | 9:00 AM – 6:00 PM]
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Head Office
101 Main Street, Queens, New York,
United States - 11435
frequently asked questions
The Dashboard was designed to give you immediate insight into what your users are doing. You can use this data to make decisions regarding the future of a user, team, or your company.
You can use the Forgot Password? link on the login page, which will then send an email to reset. Be sure to check your SPAM folder in case the automated email is flagged.
On the left hand menu, find the extension you wish to add and hover over it. Then click the three dots to the right side of the extension, and select Add to Favorites.
Courses that your supervisor has assigned to you will be listed on the My Courses page.
Currently we only have a handful of Spanish courses, but we will eventually be adding more languages. Select Courses on the left hand menu, then select View Courses from the dropdown. On that page, select Categories, and then search the word Spanish there and it will bring up all the courses we offer in Spanish.
For many courses, certification lasts either permanently or for one full year. If you are unsure, it is a good idea to ask your supervisor how long a course certification lasts and when you might have to retake a course.
Yes! When creating a Task, you can designate additional users or managers as Watchers. These users will automatically receive notifications when the Task is completed, keeping key personnel in the loop.
Steps are the larger building blocks within an Action Plan, representing stages or phases in a process. Tasks are the individual, actionable items that live within each Step. A Step can include multiple Tasks, and a Task can also exist independently outside of a Step or Plan when needed.
Action Plans are used to organize and automate multi-step workflows across your organization. They allow you to assign Tasks to users based on specific conditions or triggers—such as course completion or form submission—so that the right people are notified to take the right actions at the right time.
Utilize both File Type and File Category to group Files together and make finding specific Files fast and easy.
When adding a file, you can select one or more users to be Watchers by using the dropdown menu under Watcher. The selected user(s) will be notified when the File is uploaded, edited, or viewed.
Under Files on the left hand menu, select Add a File, and enter the relevant information into the required fields (marked with an asterisk). You can upload a file under File by selecting Choose File. Be sure to select Save before leaving this page.
When a Form is created, a Form Type can be given to the Form. This makes grouping forms easy, and when viewing Form Entries or Form Categories, you can filter by Form Type to see every Form with that assigned type.
Under Forms on the left hand menu, select Form Entries, then click on the highlighted name of the Form Entry you wish to view.
Qualifications allow you to see which employees have which certifications. This can tell you which employees are qualified for certain jobs.
A Qualification Type is a category for Qualifications. You may choose to have several qualifications listed under a single Qualification Type, in order to make grouping employees with certain Qualifications easier. For instance, you may group all different types of Forklift Certifications under one Qualification Type, giving yourself an easy way to view all employees who have a Forklift Certification.
Under Qualifications on the left hand menu, select User Qualifications, then select Add User Qualification on the right side of the page. From there, enter the relevant information in the required fields (marked with an asterisk). Be sure to select Save before leaving the page.
If you want to set up automatically recurring reports, check the box next to Would You Like To Send Report? after selecting Create Custom Report. Then check Set Up Recurring Email Notifications, and you can set the frequency and amount of automated reports being sent out.
Under Reports Management, you can use the following filters: Date Range Type, Date Range, User, Teams, Courses, Qualification, User Status. You can use these filters to choose what information will be exported from the report when exporting.
Select Reports on the left hand menu, then select Create Custom Report. Select an Account from the dropdown menu, and enter a name for the report.
Under Courses on the left hand menu, select View Courses, then click on the highlighted name of the course you wish to create an exam for. Select Course Quiz, then select Add Quiz. From there you can create an exam by entering the relevant information in the required fields (marked with an asterisk).
These are the individual lessons that make up a course. When a user takes a course, they will complete each of these lessons.
Under Courses on the left hand menu, select Add a Course. From there, enter the relevant information in the required fields (marked with an asterisk). Be sure to select Save before leaving the page.
You can view a users’ certificates by selecting User Management, then finding the employee’s name, selecting Detailed Report, then selecting Export.
Classroom Training allows you to have an entire Team take a training course, rather than having to assign the course to each User on the Team individually. This is a Core Feature of Teams Management, and is helpful for when a course needs to be taken by a group of employees.
You can call us at +1 (866) 943-6887, email us at help@clickunite.com/app, or use our Live Chat feature at the bottom right of the page to speak with an expert immediately.
Capability values full transparency with our clients. Our Plans tell you exactly what you’ll be paying before you buy. To view all plans, click here.
Most of our plans do not involve contracts. The only one that does is our Enterprise plan, designed for large companies (500+ employees).
Yes! Capability has a free option that still includes powerful features such as Users, Teams, Courses, and Reports. You can view plans here.
Under Forms on the left hand menu, go to Add a Form, then enter the relevant information into all required fields (marked with an asterisk).
You can create a team by selecting Teams on the left hand menu, then selecting View All Teams from the dropdown. Then you can select, Add Team on the right-hand side of your screen.
You can add a user by selecting Users on the left hand menu, then selecting Add Users from the dropdown. On that page, enter the required information (marked with an asterisk) and then select Save.
You can assign a course via teams or individually. If you want to assign a course to an individual, select “View Users” on the left hand menu. Choose the user’s name, “User Courses”, and select “View All Courses”. You can then search for the course.
Under “Files” on the left hand menu, select “Add a File,” and enter the relevant information into the required fields (marked with an asterisk). You can upload a file under “File” by selecting “Choose File.” Be sure to select “Save” before leaving this page.
If the user has not yet been created on Capability, you can create a new user and select “User Teams” on the “Add User” page, then select the desired team. This will add the user to the desired team the moment the user is created. If the user had already been created in Capability, select “Users” on the left hand menu, then select “View Users” from the dropdown menu. From there, find the user you wish to add to a team, select the user, then select “Add To Team.”
