Your TERO Tracks guide
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34 guides
Role filters recommend reading. Your account permissions still control what you can do.
Start here: find your workspace
Choose the right portal, find your work, and use help without losing your place.
Read guideDemo boundaries, email, and backups
Know what is safe to explore and what the demonstration does not promise.
Read guideUnderstand staff roles and permissions
See which roles handle certification, workforce, referrals, and administration.
Read guideRead the dashboard and open follow-up work
Use attention counts and linked records to decide what needs review.
Read guideFind, edit, and publish a business
Maintain business details and understand the difference between a saved profile and public visibility.
Read guideReview certification and renewal work
Distinguish new intakes, renewal submissions, and certification status decisions.
Read guideUpload and review business documents
Keep supporting documents attached to the correct business and verify uploads.
Read guideSearch the public business directory
Find businesses, check certification information, and request a referral.
Read guideTrack a business referral
Create a request, review its status, and distinguish sending from completion.
Read guideMaintain a workforce profile and check-in
Review registry status, availability, check-ins, and client submissions.
Read guideReview workforce authorizations
Check the client authorization record before releasing information.
Read guideManage an employer record
Keep employer services, contact records, and portal users distinct.
Read guideManage people and portal access
Review linked accounts, access decisions, and session controls.
Read guideCreate and review a job service order
Move an employer opportunity through staff review with a documented decision.
Read guideReview job applications and follow-up
Review submitted applications and communicate job-related decisions.
Read guideReview and release a workforce referral
Follow client review and controlled employer release instead of sending a complete private profile.
Read guideManage programs, enrollments, and outcomes
Use the catalog, calendar, enrollment queue, and session outcomes together.
Read guideUse portal messages and profile-change review
Find conversations and distinguish portal communication from private mailbox access.
Read guideReview and publish a solicitation
Manage drafts, review requests, publication, and business distribution.
Read guideFollow up on a contact request
Read public inquiries and document whether they have been handled.
Read guideRun, export, and save a report
Choose dates, inspect results, and distinguish a saved setup from a dated result copy.
Read guideFind resources and complete a form
Use published instructions, downloads, and supported online forms.
Read guideUnderstand settings and operator boundaries
Know which settings affect the office and which controls remain protected.
Read guideResolve sign-in, password, and session problems
Recognize expired sessions, locked accounts, and single-use recovery links.
Read guideUse the Vendor Portal
Manage your own business profile, documents, renewal, and messages.
Read guideUse the Job Seeker and Training Portal
Review your profile, employment opportunities, training, and messages.
Read guideUse the Employer Portal
Submit job orders and follow up on job-related applications and referrals.
Read guideExercise: take a first tour
A 10-minute introduction to navigation, roles, and help.
Start exerciseExercise: review a business and renewal
Follow a business from the public directory to staff review without changing its status.
Start exerciseExercise: follow a workforce client
Read availability, check-in history, and referral boundaries.
Start exerciseExercise: inspect a training program
Connect program dates, enrollment, and outcomes.
Start exerciseExercise: run and download a report
Preview a report and export it without altering program records.
Start exerciseExercise: compare the two referral workflows
Tell business referrals apart from workforce referrals.
Start exerciseAdd a workforce client
Practice a fictional workforce intake with the instructions beside the form.
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