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INFORM (Survey / CSAT)

• INFORM (Survey / CSAT)

Tracking

• Tracking: How do I add a Category?
• Tracking: How do I add a Location?
• Tracking: How do I add an Assignment?

CONNECT Mobile App

• CONNECT Mobile App: How do I Edit a Category? 
• Policy App. (Mobile App.)
• Where do I download the CONNECT Mobile App?

Messaging

• Messaging: Can I send a message to a group of people?

Members

• How do I add a member?
• How do I delete (inactivate) a member?
• Is there a list of my inactive members?
• Manage User Access Level

Credentials

• Credential Equivalencies
• Add a Credential
• Update an Expiring Credential

Files

• FILES - Sharing Folder / Content

Events

• Events: Public vs. Personal

Education

• Student Grade (points) View

Dashboard

• Dashboard: Adding dashboard(s) from Protean's data visualization tool (DVL) to the Dashboard on your platform
• Dashboard: Managing content

Control Panel

• External Links
• How to Edit Login Screen Photos
• Modules And Permissions

Clients

• Clients-Messaging: How do I send a message?

Discussions

• Discussions: How Do I Add a Forum?

CONNECT (General)

• Add News (Add Item/Annoucement)
• Messaging

Forms

• Manage Forms

LMS (Education)

• User's Permissions (Assignment / Role)
• Custom Certificate: Background Image

OASIS

• OASIS Settings: Create a Task
• OASIS: How do I add somebody to a channel / conversation?
• How do I export template fields (labels) to a Spreadsheet?
• Member search / filtering
• Permissions: Add Client
• What's in an OASIS session

See all 8 articles

SCHEDULE

• View (Manage) Requests
• Take Shift (Bid on Shift)
• Take "Partial" Shift
• Add-Remove Open Shifts [Schedule]
• Shift Patterns: Self / Others
• Add or Remove Open Shifts

See all 15 articles

SKILLS

• Skills: Category Permissions

Metabase

• Metabase: Getting Started

Tips & Tricks

• Adding hyperlinks to templates
• OASIS
• ICON, Mobile Device [APPLE IOS & SAFARI]
• Browser Refreshing / Clear Cache