How to Use Rootwurks Organizational Management Updates for Your Training

We’ve released a series of updates to the Rootwurks platform to make organizational management more intuitive and efficient.

In this guide, you’ll see how to use these enhancements and how they make it easier to manage organizations, regions, facilities, users, roles, and assignments.

(To view all of our recent updates, please view the Rootwurks platform blog here.)

More Intuitive, Fewer Clicks: Our Key Management Improvements

• Easier navigation: Utilize dedicated tabs for each organizational level
• Drill-Down dashboards: Navigate directly by region, facility, position, group, and user
• New positions feature: Assign positions across multiple regions or facilities
• Region Management: Utilize a dedicated dashboard for region-specific management
• Facility Management: Manage all facilities from a single location
• Group Management: A filterable, searchable dashboard to manage cross-functional teams
• New Admin Roles: Provide more granular permissions for regional and facility admins

See our updates

To see how to utilize these new improvements, please view the interactive digital guide we put together here: 

Organization Management Enhancements

1. New Organization Navigation

• Organization page now includes dedicated tabs for:
• Users
• Regions
• Facilities
• Positions (New)
• Groups

2. Drill-Down Dashboards

• Administrators can now click directly into:
• Regions
• Facilities
• Positions
• Groups
• Users
• Each opens a dedicated dashboard with information and management tools specific to that object.
• More intuitive navigation with fewer clicks.

3. New Positions Feature

• Introduction of organization-wide Positions.
• Position dashboards provide:
  
  • Filtering and search based on position
    • Making it easy to assign content to specific positions
  • CSV export based on positions
  • Direct access to user profiles within positions

4. Enhanced Region Management

• Dedicated Region Dashboard.
• Manage facilities and users within a region.
• Improved user filtering and search.

5. Enhanced Facility Management

• Dedicated Facility Dashboard.
• Manage facility users from one location.
• Improved user filtering and search.

6. Improved Group Management

• New Group Dashboard.
• View all group members.
• Easily add or remove users.

7. New Regional and Facility Administrator Roles

• Added Regional Admin role for administrators responsible for one or more facilities within a specific region.

  • Regional Admins have administrative access within an assigned region. They can manage users, learning assignments, reporting, assessments, internal audits, and corrective actions for every facility within their region. A Regional Admin may oversee multiple facilities but cannot access or manage locations outside of their assigned region. This role is ideal for regional managers responsible for compliance across several facilities.

• Added Facility Admin role for administrators responsible for a single facility.

  • Facility Admins have administrative access for a single facility. They can manage facility users, learning assignments, reporting, assessments, internal audits, and corrective actions for their assigned location. Their access is limited to that facility, making this role ideal for supervisors, facility managers, or team leads.

• Provides more granular administrative permissions without requiring full Organizational Admin access.