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Plugin Settings & Onboarding Wizard

Attestation Core’s settings panel is the control centre for your compliance system. A setup wizard walks you through the essential configuration when you first activate the plugin. This page explains the wizard step by step and what each settings tab is for. For every individual field, its default and allowed values, see the Settings Reference.

Who can use these screens: any user with the plugin’s manage settings permission. Activation gives this to the Administrator role. Only full site administrators can manage the Pro licence. Department Coordinators (Pro) don’t have access to Settings.

Setup wizard

What it is

The setup wizard is a dedicated admin page that doesn’t appear in the sidebar menu. It collects the minimum information the plugin needs before your staff portal is usable. A progress bar at the top shows each step as complete, current or not yet reached, and every step except the first has a Back link.

When it appears

  • Automatically, once. The first time the plugin is ever activated, the next admin page you load redirects to the wizard, provided you can manage settings and setup isn’t already complete.
  • “Finish setting up Attestation Core” notice. Until the wizard is completed, a notice with Finish setup and Dismiss buttons appears on Attestation Core screens and on the Plugins screen. Dismissing hides it for your user account only.
  • Dashboard card. While no organisation name is saved, or no active compliance profile exists, the Dashboard shows a Continue setup → card.
  • Plugins screen link. The plugin’s row shows Get started until the wizard is complete, then Settings.

Steps: generic install

# Step What you enter Buttons
1 Organisation Details Organisation name; Organisation code (optional, e.g. ABN or licence number); Admin contact email (blank = WordPress site admin email); Annual plan due date, as Day and Month (default 28 February) Save and continue → / Skip this step
2 Document Types Review the seven pre-loaded types and tick Remove on any you don’t need (Undo reverses this before you continue). Add rows with + Add document type: name, Applies to (All staff / Primary role only / Secondary role only) and Expiry (No expiry / Fixed expiry date / Annual review) Continue →
3 First Profile First name, Last name, Email address, Workforce type, and an optional Link to WordPress user (lists your non-subscriber users) Save and continue → / Skip — I’ll add profiles later
4 Portal Pages Either auto-create the pages or assign existing published pages to each shortcode Create pages and finish → / Save and finish → / Skip — I’ll configure portal pages from Settings later

Notes:

  • Types you remove in step 2 are deleted, not just hidden, and the deletion is recorded in the Admin Action Log. New types get no alert lead times. Set those later under Settings → Library → Document types.
  • Step 3 only creates a profile if you enter a first or last name.
  • Create pages and finish → publishes a Compliance Portal page holding [attestation_core_dashboard], with child pages My Profile, My Documents, Submit Evidence and Evidence History beneath it. Pages that are already assigned and still exist are left untouched.
  • All three step-4 buttons mark setup as complete. The automatic redirect and the “Finish setting up” notice then stop. Finishing takes you to the Dashboard, which shows “Setup complete. Attestation Core is ready to use.”

🔒 Pro feature — requires the Pro plugin.

Steps: RTO install

With Pro active and Settings → General → Industry set to RTO — Registered Training Organisation (Australia), the wizard has five steps:

# Step Differences from the generic wizard
1 Organisation Details Fields read RTO name and RTO code (your ASQA-issued code, used in exported filenames and report footers)
2 Units of Competency Upload a CSV of your units with a code column, and optionally title, training_package, aqf_level and cluster. There is a Download the CSV template link. Maximum 2 MB. The step reports “Import complete: X inserted, Y updated” and lists any row errors. Upload and continue →, or skip. To search training.gov.au instead, use the Units page after setup. See TGA Unit Sync
3 Document Types Applies to reads All trainers/assessors / Trainers only / Assessors only
4 First Profile Adds a Credential category field (ASQA Credential Policy categories)
5 Portal Pages With an active licence, also offers the Pro pages: Annual Plan, My Compliance Record, My Compliance Calendar and Upskilling Plan

Fresh installs start on the Generic industry, so the first automatic run is always the generic wizard. Pick the RTO industry on Settings → General, save, then relaunch the wizard.

How to relaunch the wizard

Go to Attestation Core → Settings → General and click Re-run the setup wizard at the bottom of the page. You can also use Continue setup → on the Dashboard while that card is showing. Re-running is safe: it shows your saved organisation details, current document types and assigned pages, and only changes what you change. The one exception is the First Profile step, which creates a new profile every time you save it with a name, so skip it on a re-run unless you want another profile.

Settings tabs

Open Attestation Core → Settings. The tab strip groups setup, communications, customisation and system settings from left to right.

Free tabs

Tab What it’s for
General Industry (default Generic / Other; choosing an industry changes the plugin’s wording and default categories without deleting data), Organisation name and code, Admin contact email, Annual plan due date (default 28 February), Currency recency threshold (months) (default 12), the Show advanced label customisation tab switch, the Plan declaration statement shown on the Sign & Attest form, a System status panel, and the Re-run the setup wizard link
Library Three sub-sections. Document types: add, edit, deactivate or delete the document types you track, with expiry type, alert lead times and which workforce types must hold each one (see Document Management). Evidence categories: the categories offered on the evidence form (see Evidence). Workforce types: rename or hide the built-in types and add your own
Portal pages Assign the WordPress page that hosts each portal shortcode, or click Auto-create missing portal pages. An unassigned shortcode shows “Not configured — portal navigation links for this shortcode will be inactive.” See Staff Portal
Notifications Send test email, the Send notification emails master switch, and a per-notification on/off switch with an editable subject and body (blank = shipped default). See Notifications
Labels Hidden until you turn on Show advanced label customisation tab on General. Overrides individual words such as staff, plans, evidence and units. Blank fields fall back to your industry preset, and Reset to preset defaults clears all overrides
Storage Shows the active storage backend and the result of the security self-test, with an Nginx rule where one is needed. The free backend is the private documents directory. See Privacy, Security & Data
Advanced Erase all data on uninstall (off by default). When ticked, deleting the plugin permanently removes all compliance data. Leave it off to keep your records

The System status panel on General shows whether the daily background task is scheduled and when it next runs. If it reads “Not scheduled”, deactivate and reactivate the plugin.

The notification log isn’t a settings tab. It’s the separate Attestation Core → Notifications menu page.

🔒 Pro feature — requires the Pro plugin.

Pro-added tabs

Tab What it’s for
Branding (Pro) (after General) Organisation logo and primary brand colour for the staff portal and emails. Colours that fail contrast on white are rejected. See Custom Branding
Escalations (Pro) (after Notifications) Daily escalation emails to chosen recipient roles when a document stays expired past a set number of days, configurable per expiry type
SMS (Pro) Twilio credentials and per-notification SMS alerts sent alongside email
Scheduled Reports (Pro) Reports emailed automatically on a schedule, with a send now option. See Reporting
Webhooks (Pro) HTTPS endpoints that receive event payloads, plus the delivery log. See Webhooks
Licence (after Storage) Activate or deactivate your Pro licence key and see its status, plan and expiry. Only full site administrators can use it. See Licensing & Updates

Pro also adds a Google Drive (Pro) section to the Storage tab (Google Drive Storage), and the RTO option to the Industry list on General.

Worked example

A community health service. The quality coordinator finishes the wizard, then opens Settings → General. She changes Currency recency threshold from 12 to 24 months to match her organisation’s policy, and replaces the plan declaration statement with her organisation’s wording. Under Library → Workforce types she renames “Support staff” to “Allied health assistant” and adds a custom type, “Clinical Supervisor”. Because some staff object to the word “evidence”, she turns on Show advanced label customisation tab and changes the term to “Supporting documents” on the new Labels tab.

Troubleshooting

  • A settings tab I expect is missing. Labels is hidden until its switch on General is on. Pro tabs need the Pro plugin active.
  • “Access denied — You do not have permission to view this page” on the wizard. Your account lacks the manage settings permission. Ask a site administrator.
  • Portal links inside the portal go nowhere. A shortcode has no page assigned. Use Portal pages → Auto-create missing portal pages.
  • Changed the Industry but the wizard still uses generic wording. RTO wording in the wizard needs Pro active and the RTO industry saved. Reload the wizard after saving.

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