Admin Getting Started Guide
Everything you need to set up Preserve Operate and Preserve Learn, in the order you'll need it.
Welcome to Preserve. This guide is for the people who set up and manage Preserve for their team: Platform Admins, Operate Admins, Learn Admins, and Site Admins. Work through the sections in order, or jump to the part you're setting up today.
💡 Check the site selector first. The selector in the top bar decides where new content is created. Choose Global to create something for your whole organization, or a site to create it for that site only.
1. Get to know Preserve
- Navigating the Preserve Platform: find your way around Operate, Learn, and settings
- Role Types: what each role can do, at the organization and at a site
- Global Search: find any document, procedure, round, page, or course
2. Set up your sites and people
- Adding a Site: add each plant or location
- Understanding Sites in Preserve Learn: how sites shape what learners see
- Assignments: send rounds, procedures, and training to the right people
3. Load your documents
- Bulk Upload Documents: bring in your library all at once
- Bulk Meta: add names, descriptions, tags, and system codes in bulk
- Bulk Meta Best Practices: tips for keeping documents easy to find
- Document Browser Overview: how your team will browse and view documents
4. Build your Operate content
- Creating a Round: set up equipment rounds and their schedules
- Round Block Types: every block you can add to a round
- Reading Rounds Data: review logs, trends, and reports
- Creating an Interactive Procedure: turn written procedures into step-by-step guides
- Procedure Best Practices: how to write procedures operators can follow
- Review an Interactive Procedure: check procedures your team has completed
- Creating and Organizing Ops 360 Pages: build one-stop pages for each system
5. Set up the Home dashboard
- Setting Up the Site Dashboard Layout: choose what your team sees first
- Organizing the Document Browser Dashboard Widget: put key folders and documents on Home
6. Build your training in Learn
- Creating a Course: build a course from modules and content blocks
- Managing Course Versions: update a course without disrupting users in progress
- Course Content Block Types: every block you can add to a module
- Required Reading Modules: turn an Operate document into required reading with questions
- Adding SCORM and cmi5 Packages to a Course: bring in training you already have
- Configuring a Course Final Quiz: add a final quiz to a course
- Creating a Learning Path: group courses into a guided series
- Creating a Qualification: prove someone is ready for a role
- Course, Learning Path, and Qualification Site Visibility: choose which sites see your training
7. Track your team's progress
- Reviewing Qualifications: confirm OJT, sign off tasks, run oral boards, and approve final reviews
Need a hand?
- Getting Help with Your Account: reach the TTP support team
- Webhooks: connect Preserve to your other systems
Training your operators too? Share the Operator Getting Started Guide with them.