Mark Bohn

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Recent activity by Mark Bohn Recent activity Votes

  • Events: Public vs. Personal

    1. LEARN MORE
    2. Events

    PUBLIC 1. Enter the event details 2. Select "Public" option In the video example, we are selecting “Public” We want everyone (with access to the platform) to be able to see this event. Both users ...

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  • Policy App. (Mobile App.)

    1. LEARN MORE
    2. CONNECT Mobile App

    How to access / use the mobile application

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  • Shift Patterns: Self / Others

    1. LEARN MORE
    2. SCHEDULE

    Setting Permissions specificallyfor managing shift patterns.1. User needs to be able to Edit a Members profile.This permission is provided by...Control Panel > System Permissions > MembersPermissio...

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  • User's Permissions (Assignment / Role)

    1. LEARN MORE
    2. LMS (Education)

    Navigate to the user / user preferences (profile) page Select “This user's role assignments” Review assignments Within Permissions, one can evaluate specific Assignments / Roles Modify permissions...

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  • Metabase: Getting Started

    1. LEARN MORE
    2. Metabase

    Metabase allows you to explore your data and produce embeddable charts and interactive dashboards without requiring code.You can analyze and summarize any data collected on your site (yoursite.prot...

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  • Manage User Access Level

    1. LEARN MORE
    2. Members

    1. Access the individual(s) by going to the members profile table by clicking on Information under the Members menu label 2. Select the individual you wish to manage 3. Click on EDIT 4. Select the ...

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  • Add or Remove Open Shifts

    1. LEARN MORE
    2. SCHEDULE

    Add or Remove Open Shifts (This is focusing on "Remove" - Similar Process to Add Open Shift) 1. Click on "Schedule" in the menu bar 2. Click on EDIT > Add/Remove Open Shifts.  Note: Working on June...

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  • OASIS: Using the Filter / Sort (button) feature

    1. Frequently Asked Questions (FAQ)
    2. OASIS

    Access the “Filter / Sort” feature for OASIS by first clicking on the OASIS menu label Next, click not the “Filter / Sort” button (top right of the page) Select desired item(s) to filter / sort Cl...

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  • OASIS Settings: Create a Task

    1. LEARN MORE
    2. OASIS

    To build a new Task in OASIS, follow these steps: In OASIS, choose 'SETTINGS' Then choose 'Tasks' from the Settings menu Click "+ ADD" Give your new Task a name Look over all fields and fill out/c...

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  • Adding hyperlinks to templates

    1. LEARN MORE
    2. Tips & Tricks

    1. Access your preferred HTML editor.  We recommend https://onlinehtmleditor.dev/ 2. Add content 3. Access source code: Copy 4. Paste code into HTML component on template  

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