Platform expansion toolkit
Ready to unlock even more value from your accessplanit platform? Welcome to your "Platform Expansion Toolkit", your go-to collection of guides and resources designed to support your next phase of growth by streamlining, scaling, and building on your platform operations.
Learn more
Want to sharpen your skills and explore everything your platform has to offer? This section is all about building your knowledge and finding the resources that keep you up to speed.
Super Admin configuration settings
A reference for key settings and customisations only accessible to Super Admins. Make sure your platform is configured to match your organisational needs and maintain control over access, features, and workflows.
Expansion-based on-demand webinars
Catch up on practical training sessions whenever it suits you. These on-demand webinars are designed to help you and your team dive deeper into specific platform features and best practices.
Community resources
Access our Connect conference materials and explore case studies to learn how others are using the platform and spark new ideas for your own operations.
Get more value
Ready to take things to the next level? Here’s where you’ll find tools to unlock hidden value, boost collaboration, and align your platform with your organisation’s goals.
Adoption roadmap builder
A guided framework that aligns your organisational goals with key platform areas. Learn how to identify opportunities to expand platform usage and make sure your team is getting the most out of accessplanit.
DataGrid Views showcase
Quick-reference guides packed with tips and shortcuts for building powerful DataGrid views! Make it easier to track, filter, and organise your data exactly how you want it.
Integration Opportunities
Learn how to connect your platform with finance, HR, or LMS/VLE systems. Includes guidance on using webhooks, APIs, and optional integrations that can help you scale operations without adding manual effort.
Improve team collaboration with Tasks, Notes, and Files
Keep your team connected and in sync by making the most of collaboration tools. Learn how to use Tasks, Notes, and Files to share information, assign work, and keep track of everything in one place.
Coming soon! - Reporting playbooks
Check-out our guides for building useful Dashboards & Reports for monitoring KPIs based on training & growth
Tidy up
Feel like your platform could do with a refresh? These tools will help you audit your platform data, clean, organise, and optimise so everything runs like clockwork.
Manage platform performance
Step-by-step guidance on keeping your platform running smoothly. Covers monitoring system health, spotting potential bottlenecks, and best practices for optimising daily operations.
Data cleansing guides
Learn how to maintain accurate, actionable data across your platform. Includes guidance on cleaning delegate records, managing duplicate data, and ensuring data consistency for better reporting and decision-making.
Audit your Admin access
Review who has access to your platform and at what level. Regular audits help you keep your data secure, prevent errors, and ensure the right people have the right permissions.
Refresh your Email Templates
Learn how to brand your Email Templates
Archive & anonymise guides
Tidy up old and invalid data using our dedicated guidance
Guides or resources marked with a purple star relate to add-on modules that might not be included in your current platform. If you’d like to check whether these are available to you, please get in touch with a member of the accessplanit team.
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