Explore the User Interface
Incoming Reports
Actions
- How do I bulk reassign actions from one person to another
- How to add an Action
- How to close an Action
- What is the Action Status
- What do the My Actions on the Home page mean
- Reassigning actions from one person to another
Checklists
- The concept of checklists within PeopleTray
- How to submit a checklist via the web
- How to configure a new checklist
- More information on the Checklist Template
- How to configure a new Checklist Response
- How to embed a document in a checklist
Scored Checklists
- Introduction to Scored Checklists
- Include weighting to a Checklist Response Option
- Include a Question Score to a question
- Include a Page Pass Score to a Checklist Page
- Include Page Score Weighting to a Checklist page
- Set a Workflow to include a Calculate Score for Scored Checklists
Email Notifications
SMS Text Messages
Document Library
Alerts
- How to activate an emergency alert
- How to deactivate an emergency alert
- How to configure an emergency alert and alert levels
- What icons can I use for Emergency Alerts
- How to add an alert for equipment servicing
- How to add an alert for journeys
Workflows
- Introduction to Workflows
- What is a Workflow Class
- What is a Workflow Process
- What is a Workflow Type
- How to add a Workflow Process
- How to add a Workflow Step
Dashboard Designer
- Introduction to Dashboard Designer
- Dashboard Designer: View the DevExpress User Guides
- Dashboard Designer: How to add a configurable dashboard
- Dashboard Designer: How to update a configurable dashboard
- Dashboard Designer: How to rename an item header
- Dashboard Designer: How to rename a column
APIs - Reporting
- Reporting API: Incident Frequency API
- Reporting API: Shift Types
- How to use an API
- API Pagination Scheme
- Reporting API: Checklists API
- Reporting API: Checklist Details (Including Questions/Responses)