> For the complete documentation index, see [llms.txt](https://docs.shiftiq.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.shiftiq.com/contributors/toolkits.md). # Toolkits - [Toolkits](https://docs.shiftiq.com/contributors/toolkits/toolkits.md): Internal documentation describing Shift iQ features so administrators and developers can perform advanced tasks, troubleshoot, and assist customers - [Metadata](https://docs.shiftiq.com/contributors/toolkits/toolkits/metadata.md): Execute these 3 scripts to setup ASP.NET session state. They are located in the InSite repository under: - [Records](https://docs.shiftiq.com/contributors/toolkits/toolkits/records.md): The list of typical achievement types supported by the Records toolkit - [Certificate Layouts](https://docs.shiftiq.com/contributors/toolkits/toolkits/records/certificate-layouts.md): How to achieve a custom full certificate background from one file, and the prerequisites for doing so - [Global tenant file upload](https://docs.shiftiq.com/contributors/toolkits/toolkits/records/certificate-layouts/global-tenant-file-upload.md): How to upload a new certificate layout background image using the global tenant, and verify it on the server - [How to configure a new certificate layout](https://docs.shiftiq.com/contributors/toolkits/toolkits/records/certificate-layouts/how-to-configure-a-new-certificate-layout.md): Step-by-step guide to creating a new certificate layout, including the JSON configuration and how to link it to an achievement - [Infrastructure notes (developers only)](https://docs.shiftiq.com/contributors/toolkits/toolkits/records/certificate-layouts/infrastructure-notes-developers-only.md): Developer setup for the Microsoft SSRS certificate-generation utility, plus proposed improvements to the certificate workflow - [Adding CertificateLayouts to Achievements](https://docs.shiftiq.com/contributors/toolkits/toolkits/records/certificate-layouts/adding-certificatelayouts-to-achievements.md): End-to-end setup for providing users a downloadable certificate on course completion, from template upload to gradebook hooks - [Reports](https://docs.shiftiq.com/contributors/toolkits/toolkits/reports.md): How the Reports toolkit exposes platform data through monitors, queries, and report types - [Monitors](https://docs.shiftiq.com/contributors/toolkits/toolkits/reports/monitors.md): Summary of the tools and techniques used to monitor the health of the Shift iQ platform - [Queries](https://docs.shiftiq.com/contributors/toolkits/toolkits/reports/queries.md): How to run a dynamic SQL query from the admin reports area - [Report types](https://docs.shiftiq.com/contributors/toolkits/toolkits/reports/report-types.md): The types of reports available in the platform and their relative cost - [Security](https://docs.shiftiq.com/contributors/toolkits/toolkits/security.md): How the Security utility toolkit handles user accounts, permissions, impersonations, and per-organization setup - [Setting Up New Organizations](https://docs.shiftiq.com/contributors/toolkits/toolkits/security/setting-up-new-organizations.md): End-to-end checklist for provisioning a new customer organization in Jira, Microsoft Teams, and Shift iQ - [Organization Specific Settings (Advanced Configuration)](https://docs.shiftiq.com/contributors/toolkits/toolkits/security/setting-up-new-organizations/organization-specific-settings-advanced-configuration.md) - [Existing Organization Customization](https://docs.shiftiq.com/contributors/toolkits/toolkits/security/setting-up-new-organizations/existing-organization-customization.md): Per-organization customizations that exist outside the standard configuration options, grouped by toolkit - [Granting admin permissions to roles](https://docs.shiftiq.com/contributors/toolkits/toolkits/security/setting-up-new-organizations/granting-admin-permissions-to-roles.md): Admin toolkit permissions to grant to admin and design roles, including permissions to grant with caution and route-level permissions - [Granting portal or design permission to roles](https://docs.shiftiq.com/contributors/toolkits/toolkits/security/setting-up-new-organizations/granting-portal-or-design-permission-to-roles.md): Portal and Design permissions to grant to roles, including which groups each permission should be given to - [General system alerts and what they are used for](https://docs.shiftiq.com/contributors/toolkits/toolkits/security/setting-up-new-organizations/general-system-alerts-and-what-they-are-used-for.md): Reference for the general system alerts sent by the platform, who receives them, their purpose, and the variables each one supports - [Other alerts and notifications for toolkits](https://docs.shiftiq.com/contributors/toolkits/toolkits/security/setting-up-new-organizations/other-alerts-and-notifications-for-toolkits.md): Reference for toolkit notifications and alerts, where each is configured, who receives it, and the variables it supports - [Impersonations](https://docs.shiftiq.com/contributors/toolkits/toolkits/security/impersonations.md): How to grant and use the Impersonate permission so staff can act on behalf of another user - [Permissions](https://docs.shiftiq.com/contributors/toolkits/toolkits/security/permissions.md): How to check whether an identity user holds a specific TAction permission and use the result to gate UI elements - [Permissions (Proposed Improvement)](https://docs.shiftiq.com/contributors/toolkits/toolkits/security/permissions-proposed-improvement.md): Design sketch for a more expressive permission model based on three explicit attributes - [Organization Collections](https://docs.shiftiq.com/contributors/toolkits/toolkits/security/organization-collections.md): Global admins can override the default Gender list in a users contact record and it can be added for a specific tenant if needed. - [Setup](https://docs.shiftiq.com/contributors/toolkits/toolkits/setup.md): Configuration values that vary by environment - [Colours](https://docs.shiftiq.com/contributors/toolkits/toolkits/setup/colours.md): Here are the colour codes we use in our UI: - [Sites](https://docs.shiftiq.com/contributors/toolkits/toolkits/sites.md): How to customize the support page and use wallpaper images in the Sites toolkit - [SkillsCheck: publishing a course or product to skillscheck.ca](https://docs.shiftiq.com/contributors/toolkits/toolkits/sites/skillscheck-publishing-course-product.md): Steps for configuring organization settings and publishing a course or product to the skillscheck.ca web page - [Standards](https://docs.shiftiq.com/contributors/toolkits/toolkits/standards.md): How the Standards toolkit (aliased Competency) models frameworks, outcomes, and document output - [Ideas](https://docs.shiftiq.com/contributors/toolkits/toolkits/standards/ideas.md): Design sketches for the Standards toolkit that have not yet been implemented - [Competency (outcome) score calculations](https://docs.shiftiq.com/contributors/toolkits/toolkits/standards/ideas/competency-outcome-score-calculations.md): Working notes on supporting competency (outcome) score calculations in Shift iQ for competency-based education - [Define custom fields for standard output document headers](https://docs.shiftiq.com/contributors/toolkits/toolkits/standards/define-custom-fields-for-standard-output-document-headers.md): How global admins customize the content fields of the Document module for a specific tenant - [Workflows](https://docs.shiftiq.com/contributors/toolkits/toolkits/workflows.md): How the Workflows toolkit drives surveys, branching, and notifications - [Survey content font colours](https://docs.shiftiq.com/contributors/toolkits/toolkits/workflows/survey-content-font-colours.md): How to change the font colour of answer options and question text in a survey --- # Agent Instructions This documentation is published with GitBook. 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