Operator Getting Started Guide
The articles you need to do your work and your training in Preserve.
Welcome to Preserve. This guide is for operators and anyone else using Preserve day to day. Preserve Operate is where you do the work: rounds, procedures, documents, and Ops 360 pages. Preserve Learn is where you take your training. Start at the top, or jump to what you need today.
1. Get around Preserve
- Navigating the Preserve Platform: the menus, the site selector, and switching between Operate and Learn
- Navigating the Operate Dashboard: what's on your Home screen
- Global Search: find anything, including by system code
- Preserve Mobile App: do your rounds on a phone or tablet
2. Do your work in Operate
- Completing a Round: log readings and answers on your rounds
- Reading Rounds Data: look back at logs and follow a reading over time
- What is an Interactive Procedure?: how step-by-step procedures work
- Completing an Interactive Procedure: work through a procedure step by step
- Assignments: see the work and training assigned to you
3. Find documents and reference pages
- Document Browser Overview: browse, view, and favorite documents
- Favorite a Document: bookmark the documents and folders you use most so they show on Home
- Using Ops 360 Pages: find the pages your site has built for each system
- Customizing Your Dashboard Focus: put the tools you use most at the top of Home
4. Take your training in Learn
- Navigating the Learn Dashboard: find your courses, paths, and certificates
- Enrolling in Courses & Learning Paths: sign up for training or request access
- Completing a Learning Path: work through courses to complete a path
- Completing a Course: work through modules, required reading, and quizzes
- What is a Learning Path?: how a series of courses fits together
- Completing a Qualification: every phase, from OJT to your certificate
Need a hand?
- Role Types: see what your role lets you do
- Getting Help with Your Account: sign-in problems and how to reach support