PROCESSES & PROCEDURES

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DASHBOARD

NAME

DESCRIPTION

WRITTEN PROCEDURES

BUILD A NEW DASHBOARD

Learn how to build a personal or a role based dashboard.

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MANAGING YOUR DASHBOARDS

Learn how to manage the dashboards you have built to apply changes to the assigned role, name, or reports being displayed.

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CREATE A COPY OF A DASHBOARD

Learn how to easily copy an existing dashboard to further customize to fit your needs.

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DELETING A DASHBOARD

Learn how to delete a Dashboard that is no longer needed.

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PUBLISH REPORTS FOR DASHBOARDS

Learn how to publish a report within Dashboard Elements in order for it to be available for placing on dashboards.

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DISCOVERY

NAME

DESCRIPTION

WRITTEN PROCEDURES

CREATE A FILTER USING THE 3 STEP BUILD METHOD

Learn how to create a filter using the 3 step filter build design to isolate specific records.

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SAVE A FILTER

Learn how to save filters you’ve built in order to reapply or select at a later time.

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JOIN A SAVED FILTER TO AN ACTIVE FILTER

Learn how to connect a saved filter to an active filter when working within the Research tool.

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SELECT A SAVED FILTER

Learn how to select your saved filters when working within the Research tool.

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COPY A SAVED FILTER

Learn how to copy your saved filters when working within the Research tool.

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DELETE A SAVED FILTER

Learn how to delete saved filters within the Research tool.

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CREATE A FIELD GROUP

Learn how to create customized data views through the Field Group function within the Research tool.

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MANAGING YOUR FIELD GROUPS

Learn how to update and manage the customized field groups created within the Research tool.

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COPY OF A FIELD GROUP

Learn how to copy an existing Field Group to apply further customization to fit your needs.

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DELETE A FIELD GROUP

Learn how to delete any Field Groups that you’ve created.

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PERMISSIONS

NAME

DESCRIPTION

WRITTEN PROCEDURES

CREATING A ROLE

Learn how to create a role that is used to define permissions for various areas in CallTrax NEXT as well as availability of reports, dashboards and customized fields.

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MANAGING ROLES

Learn how to edit and manage the roles created for your institution.

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DELETE A ROLE

Learn how to delete a role that has been created for your institution.

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CREATING A USER

Learn how to create a user login.

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MANAGING USER LOGINS

Learn how to update existing user login information and settings.

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DISABLING USER LOGINS

Learn how to deactivate user logins.

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RESETTING A USER'S PASSWORD

Learn how to reset a user’s password for them.

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CONFIGURING PASSWORD SETTINGS

Learn how to configure the password requirements that you want to be applied to the user logins for your institution.

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REPORTS

NAME

DESCRIPTION

WRITTEN PROCEDURES

GENERATING REPORTS WITHIN DISCOVERY

Learn how to access and generate the global reports available within the Discovery tool.

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EDITING FILTER PARAMETERS AND SAVING REPORTS IN DISCOVERY

Learn how to modify the filter parameters within a global report and save for further use within the Discovery tool.

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EDITING THE BODY OF A REPORT WITHIN DISCOVERY

Learn how to modify the content within the body of a global report and save for further use within the Discovery tool.

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EDITING ACCESS RIGHTS FOR A SAVED REPORT WITHIN DISCOVERY

Learn how to modify the access rights applied to a saved report within the Discovery tool.

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CREATING CAMPAIGN TRACKING REPORTS

Learn how to create add a campaign tracking report within the Discovery/Campaign Tracking tool.

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