End User Guides

Complete guide to using the Chosen Path Innovations Platform as an end user

User Guides

Getting Started

Welcome End Users!

Welcome to the Chosen Path Innovations Platform! This guide will help you get started with using the platform effectively. Whether you're an employee, manager, or team member, you'll find everything you need to know here.

Platform Access

Platform URL: https://chosenpathinnovations.com/

What You Can Do

Access Modules

Use assigned modules based on your role

Complete Tasks

Perform your daily work tasks efficiently

Generate Reports

Create and view reports relevant to your work

Manage Profile

Update your personal information and preferences

Quick Start Checklist

Login & Access

Accessing the Platform

Learn how to log in to the platform and understand your access permissions.

Step 1: Login Process

  1. Navigate to Platform: Go to https://chosenpathinnovations.com/
  2. Enter Credentials:
    • Email address (provided by your administrator)
    • Password (set during account creation)
    • Complete any required captcha
  3. Click Login: Submit your credentials
  4. Access Dashboard: You'll be redirected to your personalized dashboard

Step 2: Understanding Your Access

Role-Based Access
  • Employee: Basic access to assigned modules
  • Manager: Department-level access and management
  • Administrator: Full access to all features
Module Access
  • HRM Module (if assigned)
  • QMS Module (if assigned)
  • LMS Module (if assigned)
  • Other modules based on role

Step 3: First-Time Setup

  • Change Password: Update your initial password
  • Complete Profile: Fill in your personal information
  • Set Preferences: Configure your dashboard preferences
  • Review Permissions: Understand what you can access
Security Tips
  • Never share your login credentials
  • Use a strong, unique password
  • Log out when using shared computers
  • Report any suspicious activity to your administrator

Dashboard Navigation

Understanding Your Dashboard

Your dashboard is your central hub for accessing all platform features. Learn how to navigate efficiently and find what you need quickly.

Dashboard Components

Main Navigation

Access to all available modules and features

Notifications

System alerts and important updates

Quick Stats

Overview of your key metrics and progress

Recent Activity

Your recent actions and system updates

Navigation Tips

  • Use Breadcrumbs: Navigate back to previous pages easily
  • Search Function: Find content quickly using the search bar
  • Favorites: Bookmark frequently used pages
  • Shortcuts: Use keyboard shortcuts for common actions

Common Navigation Patterns

Action Navigation Path
Access HRM Module Dashboard → HRM → [Feature]
Access QMS Module Dashboard → QMS → [Feature]
Access LMS Module Dashboard → LMS → [Feature]
Update Profile Dashboard → Profile → Edit
View Reports Dashboard → Reports → [Report Type]

Module Access

Using Your Assigned Modules

Learn how to access and use the modules that have been assigned to you based on your role and permissions.

Available Modules

HRM Module

Employee self-service, attendance, leave requests

  • View personal information
  • Submit leave requests
  • View payslips
  • Update profile
QMS Module

Quality management, safety reporting

  • Submit incident reports
  • Complete hazard assessments
  • Access training materials
  • View safety procedures
LMS Module

Learning and training management

  • Enroll in courses
  • Complete training modules
  • Track learning progress
  • Download certificates
CRM Module

Customer relationship management

  • Manage customer contacts
  • Track sales opportunities
  • Create reports
  • Monitor activities

Module Permissions

Understanding Permissions

Your access to modules and features is determined by your role and permissions set by your administrator. If you need access to additional features, contact your system administrator.

Profile Management

Managing Your Profile

Keep your profile information up to date and configure your personal preferences for the best user experience.

Profile Information

  • Personal Details: Name, contact information, address
  • Professional Information: Job title, department, manager
  • Emergency Contacts: Emergency contact information
  • Skills & Certifications: Professional skills and certifications

Updating Your Profile

  1. Access Profile: Go to Dashboard → Profile
  2. Edit Information: Click "Edit Profile" button
  3. Update Details: Modify the information as needed
  4. Save Changes: Click "Save" to update your profile

Account Settings

Security Settings
  • Change password
  • Enable two-factor authentication
  • Manage login sessions
  • Set security preferences
Notification Preferences
  • Email notifications
  • In-app notifications
  • SMS alerts (if available)
  • Notification frequency
More Guides

This documentation includes additional sections for Common Tasks, Troubleshooting, and Tips & Tricks. Each section provides detailed information about using the platform effectively.