User Manual

Dashboard Pages
Use dashboard pages to provide users with organized access to data you know that they want and use frequently.  Consider a dashboard that displays lagg...
Mon, 10 Sep, 2018 at 9:01 AM
Dashboard Filters
The purpose of dashboard filters is to reduce the number of dashboards you have to create to display the information you want.  Consider an organization...
Mon, 10 Sep, 2018 at 9:06 AM
Dashboard Presentation Mode
Have a dashboard that you want to display in a common area of your office?  For example, maybe you want to display the number of days since a lost time...
Mon, 10 Sep, 2018 at 9:10 AM
Process Breakdown Widget
Adding a Process Breakdown Widget allows you to display the breakdown of List, Reference, Yes/No fields, and status levels. There are four Render types you ...
Mon, 10 Sep, 2018 at 9:12 AM
Process Sum Trend Widget
The Trend Widget displays Process Sum Widget data on a normalized scale so users can see variance in trend lines. For example, maybe you want to see the nu...
Mon, 10 Sep, 2018 at 9:13 AM
Process Form Reference View Limit
When referencing forms from a process in another process, you can select a view of forms to display. For example, if you have a process tracking assets, yo...
Mon, 10 Sep, 2018 at 9:22 AM
Yes/No List Field
The Yes/no list field should be used to capture yes/no, pass/fail, safe/unsafe type answers to a series of questions.  Add a Yes/no list field by click...
Mon, 10 Sep, 2018 at 9:23 AM
Table Fill
Introduction When possible, we try and keep it simple. The functionality that we have called Table fill, does exactly what its name describes, it popula...
Mon, 10 Sep, 2018 at 9:25 AM