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Client Webinars

SmartProcedures® makes creating procedures easy. We love to regularly interact with our clients and share SmartProcedures best practices that provide valuable insights into procedure creation. Check back regularly to register for more webinars each month.

 

All webinar times shown below are CST (Central Standard Time)

We’re bringing you a series of can’t-miss sessions designed to inform, inspire, and equip you with practical tools you can use right away. Expect timely topics, expert-led discussions, and plenty of chances to ask questions live!

Sign up now and don’t miss out!

Effective Strategies Approval Groups

Effective Strategies for Managing Approval Groups and Requirements

Mar 5, 2026 | 10-11 a.m. CST

Organizing permissions through group creation can significantly enhance workload management by providing clear and concise employee oversight.

This webinar will cover:

  • Understanding Approval Groups and Roles
  • Creating Requirements and Checklists Groups
  • Developing and Utilizing Employee Groups

Who Should Attend?

Workflow Supervisors and Administrators

Mastering Read & Acknowledge

Mastering Read and Acknowledge

Mar 12, 2026 | 10-11 a.m. CST

Read and Acknowledge is a new feature that alerts operators to changes made to procedures in workflow. Identify the advantages of SmartProcedures CBT in affecting positive training outcomes!

  • Learn how to easily assign training to procedures users
  • Explore all of the latest options available to trainees
  • Discover how to effectively fulfill your organization's training necessities
  • Add questions to ensure operator knowledge
  • See informative report tools.

Who Should Attend?

Workflow / SmartProcedures Developers, Supervisors, and Administrators

Optimizing Roles

Optimizing Roles, Permissions, and Authorizations

Mar 26, 2026 | 10-11 a.m. CST

Learn to navigate employee permissions like a pro! Discover how to provide employees with the authorizations they need, while not overwhelming anyone with too much information. We will discuss permissions required for users, supervisors, and administrators. This webinar will help you determine how to effectively access procedures, workflows and administrative duties. Join us as we reveal the best ways to streamline your organization.

We will examine:

  • Assigning Appropriate Application Permissions
  • Effective Usage of FAUS Roles
  • Efficient Creation of Employee Groups
  • Easily Editing Approval Groups

Who Should Attend?

Supervisors and Administrators

Advanced of Docs Pt 1

Documents Made Easy: Part 1

Apr 9, 2026 | 10-11 a.m. CST

In this course, participants will explore the fundamentals and best practices of document management. The term “documents” encompasses any file type, including Word, Excel, PowerPoint, and even video files! This webinar is the first installment of a two-part series on document management. 

During this 1-hour session, we will cover the following topics:

  • Document rights
  • Accessing the Document Manager
  • Viewing the document repository
  • Searching for documents
  • Document types
  • Adding and moving documents

Who Should Attend?

SmartProcedures Supervisors and Administrators

 

Advanced Docs Pt 2

Advanced Management of Documents: Part 2

Apr 23, 2026 | 10-11 a.m. CST

Improve procedure manageability and effectiveness when managing your documents. Learn to develop “Best Practices” in your SmartProcedures document management process.

This webinar is the second part of a two-part series in Document Management. During this 1-hour webinar, we will provide you with the knowledge to increase your document management efficiency utilizing Best Practices. After this webinar, attendees will have the ability to efficiently complete the following tasks:

  • Checking Documents In/Out
  • Reviewing document Revision and Version Control
  • Developing Periodic Reviews for Documents
  • Creating Document Reports
  • Explaining Document Types

Who Should Attend?

SmartProcedures Supervisors and Administrators

Stop Managing Documents. Start Managing Knowledge.

ATR’s SmartProcedures is the only purpose-built platform that unites rigorous procedure governance with frontline execution into a single, closed-loop digital procedure lifecycle management system. No more stitching together disparate systems. Choose the unified solution trusted by world leaders to accelerate their digital procedure transformation.