Case Metrics Guide. January 11, 2019 Version For the most recent version of this document, visit our documentation website.
|
|
- Angel Skinner
- 5 years ago
- Views:
Transcription
1 Case Metrics Guide January 11, 2019 Versin Fr the mst recent versin f this dcument, visit ur dcumentatin website.
2 Table f Cntents 1 Case Metrics Case Metrics Cmpatibility Matrix Special cnsideratins fr Case Metrics Installing Case Metrics Security cnfiguratin Reprts Reviewer Chices Reprt Reviewer Statistics Reprt Reviewer Overturn Reprt 9 Case Metrics Guide 2
3 1 Case Metrics Nte: Yu must have valid Relativity Cmmunity credentials in rder t dwnlad any Cmmunity file linked t the dcumentatin site. Yu'll need t enter thse credentials n the Cmmunity lgin screen if yu're nt already lgged in. If yu're already lgged in t the Cmmunity at the time yu click a link, the file is autmatically dwnladed in the bttm left crner f yur screen. If yu get an errr message stating "URL N Lnger Exists" after clicking a Cmmunity link, it may be due t a single sign-n errr related t the SAML Assertin Validatr, and yu shuld cntact yur IT department. The Case Metrics applicatin is a bundle f three reprts: Reviewer Chices Reprt- measures hw reviewers cde dcuments. Reviewer Statistics Reprt- measures hw much time reviewers spend reviewing dcuments. Reviewer Overturn Reprt- measures accuracy f cding decisins. Yu can grup these reprts by users, grups, wrkspaces, matters, r clients. This applicatin is available fr dwnlad in the Relativity Cmmunity. 1.1 Case Metrics Cmpatibility Matrix Cmpatible Relativity versin Case Metrics RelativityOne Case Metrics Case Metrics Case Metrics Case Metrics Case Metrics Special cnsideratins fr Case Metrics Keep in mind the fllwing when wrking with Case Metrics: Fr perfrmance reasns, the Reviewer Chices and Reviewer Overturns reprts rely n event handlers, instead f scanning fr data stred in the SQL audit table. As a result, these reprts nly include cding decisins applied after the applicatin is installed. Ntes: The Reviewer Statistics reprt is the nly reprt that analyzes cding decisins applied prir t installatin. It is recmmended that yu install the applicatin as sn as yu deply the envirnment t make full use f the event handlers fr capturing and reprting data. Case Metrics Guide 3
4 When filtering fr wrkspaces in the reprts, yu will nly see wrkspaces marked as Active and wrkspaces nt part f template clients/matters. 1.3 Installing Case Metrics T install Case Metrics: 1. Navigate t the Admin-Level Applicatin Library. 2. Click Uplad Applicatin. 3. Click Chse File. 4. Navigate t the Case Metrics rap file and imprt the applicatin. 5. Click Save. 6. Click next t Wrkspaces and select a single wrkspace. 7. G t Agents and add the Case Status Agent. Nte: The Case Status Agent finds each wrkspace in the instance, including thse that are created after the installatin f Case Metrics Security cnfiguratin Fr prper functinality f Case Metrics at the instance level, yu must cnfigure certain instance permissins. T cnfigure instance permissins fr Case Metrics: 1. Navigate t the Instance Details tab. 2. Click Manage Permissins. 3. Click Edit Permissins fr a grup n the Grup Management tab. 4. Grant access t the instance permissins listed in the table. Object Security Tab Visibility Admin Operatins N/A Case Metrics (parent) Reprts (child) View Admin Repsitry Scheduler (child) As lng as these permissins are set, nn-system admins can have access t Case Metrics, but they can nly reprt n wrkspaces they have access t. 1.4 Reprts Once yu install Case Metrics, the applicatin appears as a tab in Relativity at the instance level. When yu click n the tab, Case Metrics lads and yu have the ptin f running three reprts: Reviewer Case Metrics Guide 4
5 Chices, Reviewer Statistics, and Reviewer Overturn. T run each reprt, select a filter surce, fill ut the required fields, and then click Generate Reprt. There are five filter surces t chse frm: client, matter, wrkspace, grup, r user. Yu can filter n multiple clients, matters, wrkspaces, grups, r users. By default, Service Accunts and System Admins are excluded frm Case Metrics reprting. Yu can include them by selecting the Include Service Accunts and/r the Include System Admins checkbx (es). The results fr each reprt include tabs t display the Average by Reviewer and Average by filter surce. Yu can cmpare individual reviewers against averages and standard deviatins within a data set. With the Reviewer Chices and Reviewer Overturns reprt, the Average and Standard Deviatin is based n the chsen field. Yu can exprt spreadsheet r PDF versins f all the reprts. When yu select mre than ne wrkspace, the reprt includes an Averages table with aggregated values acrss the applicable wrkspaces, per reviewer. Upn exprt, yu have the ptin t select a single tab f results. When multiple tabs are selected and exprted t Excel, they becme their wn sheets. Yu can filter n a specific saved search within a wrkspace. If yu want t filter n a saved search that spans multiple wrkspaces, make sure the saved search is cnsistently named acrss all wrkspaces. When chsing t filter n a saved search, the results will nly display filter surces in which the saved search appears. Nte: Yu need t type t tw characters t pull back search results. It will nly pull back the first 15 results. T narrw the search, type mre characters. Case Metrics Guide 5
6 1.4.1 Reviewer Chices Reprt The Reviewer Chices Reprt shws cding decisins by reviewer fr the fllwing field types in yur wrkspaces: Single Chice, Multiple Chice, and Yes/N. If yu run the reprt n a single wrkspace, the reprt displays a bar chart as shwn belw. Nte: If yu run the reprt n multiple wrkspaces and select a Chice field that des nt exist in all wrkspaces, n data will appear fr thse wrkspaces which dn't have the Chice field selected. Once yu chse a filter surce, fill ut the fllwing reprt filters: Case Metrics Guide 6
7 Filter Surce Name - select a single r multiple client(s), matter(s), wrkspace(s), grup(s), r user(s). Date - select frm seven different date ranges, including: Tday, Yesterday, This Week, Last Week, This Mnth, Last Mnth, r a Custm Start and End Date. Field - select the field(s) fr which yu'd like t run the reprt. Saved Search - select a saved search fr which yu'd like t run the reprt. Nte: The Reviewer Chices reprt des nt include dcuments cded via Prpagatin r Mass Edits Reviewer Statistics Reprt The Reviewer Statistics Reprt shws the efficiency f reviewers and hw many dcuments were reviewed ver a specified date range. This reprt recrds Dcument Edits/Views regardless f field and is nt based n user lgin r user lgut. Nte: Beginning in Relativity , the Reviewer Statistics script is nw cmpatible with audits stred in Data Grid. If yur wrkspace is Data Grid-enabled, Reviewer Statistics pulls data frm Audit. Once yu chse a filter surce, fill ut the fllwing reprt filters: Filter Surce Name - select a single r multiple client(s), matter(s), wrkspace(s), grup(s), r user(s). Date - select frm seven different date ranges, including: Tday, Yesterday, This Week, Last Week, This Mnth, Last Mnth, r a Custm Start and End Date. Saved Search - select a saved search fr which yu'd like t run the reprt. Case Metrics Guide 7
8 Include Mass Editss - check this bx if yu wuld like t track mass edits. Include Prpagatin - check this bx if yu wuld like t track prpagatins. The Reviewer Statistics Reprt cntains the fllwing clumns: Wrkspace - identifies the wrkspace n which yu are reprting. Name - identifies the user r grup wh reviewed dcuments. Ttal Usage Time - retrieves the time a reviewer spent cmpleting View, Edit, Mass Edits, and/r Prpagatin actins during the perid specified. Views - retrieves a reprt n the amunt f views cmpleted in the Usage Time. The actin taken n accunt n the audit is view. Distinct Views - retrieves a reprt n the amunt f distinct views cmpleted in the Usage Time. T cunt as distinct, the view must ccur nly nce n ne dcument. The actin taken n accunt n the audit is view. Edits - retrieves a reprt n the amunt f edits cmpleted in the Usage Time. The actins taken n accunt n the audit are update" and "delete." Distinct Edits - retrieves a reprt n the amunt f distinct edits cmpleted in the Usage Time. T cunt as distinct, the edit must ccur nly nce n ne dcument. The actins taken n accunt n the audit are update" and "delete." Edits Per Hur - retrieves a reprt n the amunt f edits cmpleted, gruped by hur. The actins taken n accunt n the audit are "update" and "delete." This is calculated by dividing the actins ttal usage time by ne hur. Edits Per Day - retrieves a reprt n the amunt f edits cmpleted, gruped by day. This is calculated ver the number f days in the date range yu selected t run yur reprt. The actins taken n accunt n the audit are update" and "delete." Distinct Edits Per Hur - retrieves a reprt n the amunt f distinct edits cmpleted, gruped by hur. T cunt as distinct, the edits must ccur nly nce n ne dcument. The actins taken n accunt n the audit are update" and "delete." This is calculated by dividing the actins ttal usage time by ne hur. Distinct Edits Per Day - retrieves a reprt n the amunt f distinct edits cmpleted, gruped by day. T cunt as distinct, the edits must ccur nly nce n ne dcument. This is calculated ver the number f days in the date range yu selected t run yur reprt. The actins taken n accunt n the audit are update" and "delete." Mass Edits - retrieves a reprt n the amunt f mass edits cmpleted in the Usage Time. Distinct Mass Edits - retrieves a reprt n the amunt f distinct mass edits cmpleted in the Usage Time. T cunt as distinct, the edits must ccur nly nce n ne set f dcuments. Mass Edits Per Hur - retrieves a reprt n the amunt f mass edits cmpleted, gruped by hur. This is calculated by dividing the actins ttal usage time by ne hur. Mass Edits Per Day- retrieves a reprt n the amunt f mass edits cmpleted, gruped by day. This is calculated ver the number f days in the date range yu selected t run yur reprt Case Metrics Guide 8
9 Distinct Mass Edits Per Hur - retrieves a reprt n the amunt f distinct mass edits cmpleted, gruped by hur. T cunt as distinct, the edits must ccur nly nce n ne set f dcuments. This is calculated by dividing the actins ttal usage time by ne hur. Distinct Mass Edits Per Day - retrieves a reprt n the amunt f distinct mass edits cmpleted, gruped by day. T cunt as distinct, the edits must ccur nly nce n ne set f dcuments. This is calculated ver the number f days in the date range yu selected t run yur reprt Prpagatins - retrieves a reprt n the amunt f prpagatins cmpleted in the Usage Time. Nte: Mass edits and prpagatins are separate pertatins frm edits and d nt equal ttal edits. Distinct Prpagatin- retrieves a reprt n the amunt f distinct prpagatins cmpleted in the Usage Time. T cunt as distinct, the prpagatin must ccur nly nce n ne dcument. Prpagatins Per Hur- retrieves a reprt n the amunt f prpagatins cmpleted, gruped by hur. This is calculated by dividing the actins ttal usage time by ne hur. Prpagatins Per Day- retrieves a reprt n the amunt f prpagatins cmpleted, gruped by day. This is calculated ver the number f days in the date range yu selected t run yur reprt Distinct Prpagatins Per Hur- retrieves a reprt n the amunt f distinct prpagatins cmpleted, gruped by hur. T cunt as distinct, the prpagatins must ccur nly nce n ne dcument. This is calculated by dividing the actins ttal usage time by ne hur. Distinct Prpagatins Per Day- retrieves a reprt n the amunt f distinct prpagatins cmpleted, gruped by day. This is calculated ver the number f days in the date range yu selected t run yur reprt Average Extracted Text Size - retrieves the average extracted text size f dcuments edited by the reviewer Reviewer Overturn Reprt The Reviewer Overturn Reprt shws dcuments verturned and the reviewers wh made thse changes. An verturn ccurs when a reviewer verrides the previus cding decisin n a dcument. Nte: The Overturn Reprt des nt capture mass editing r prpagatin. Case Metrics Guide 9
10 Once yu chse a filter surce, fill ut the fllwing reprt filters: Filter Surce Name - select a single r multiple client(s), matter(s), wrkspace(s), grup(s), r user(s). Date - select frm seven different date ranges, including: Tday, Yesterday, This Week, Last Week, This Mnth, Last Mnth, r a Custm Start and End Date. Field - select the field(s) fr which yu'd like t run the reprt. Saved Search - select a saved search fr which yu'd like t run the reprt. Includes Self-Overturns - check this bx if yu wuld like t track changes t a cding decisin made by the same reviewer. The Reviewer Overturn Reprt cntains the fllwing clumns: Wrkspace - identifies the wrkspace n which yu are reprting. User - identifies the user r grup wh made the changes. Reviewed - cunts the number f times a reviewer r grup has made an edit n the field the reprt is based n. Overturned - cunts verturns fr the reviewer r grup that previusly cded the dcument befre it was verturned. Please nte that it's pssible fr a reviewer t verturn their riginal cding decisin. Overturn cunts appear as a hyperlink t a pp-up that cntains the fllwing infrmatin: Dcument Identifier - identifies the name f the dcument a reviewer r grup cded. The name appears as a hyperlink that pens the dcument in a standalne viewer. Original Cding Value - cntains the riginal cding value. New Cding Value - cntains the new cding value. Overturned By - cntains the name f the reviewer r grup that changed the dcument's cding value. Date - cntains the date and time the reviewer r grup changed the dcument's cding Case Metrics Guide 10
11 value. % Overturn - calculates the percentage f dcuments verturned. Beginning in , yu can use the Case Metrics Scheduler t run reprts at scheduled intervals and send thse reprts t a list f recipients. Case Metrics Guide 11
12 Prprietary Rights This dcumentatin ( Dcumentatin ) and the sftware t which it relates ( Sftware ) belngs t Relativity ODA LLC and/r Relativity s third party sftware vendrs. Relativity grants written license agreements which cntain restrictins. All parties accessing the Dcumentatin r Sftware must: respect prprietary rights f Relativity and third parties; cmply with yur rganizatin s license agreement, including but nt limited t license restrictins n use, cpying, mdificatins, reverse engineering, and derivative prducts; and refrain frm any misuse r misapprpriatin f this Dcumentatin r Sftware in whle r in part. The Sftware and Dcumentatin is prtected by the Cpyright Act f 1976, as amended, and the Sftware cde is prtected by the Illinis Trade Secrets Act. Vilatins can invlve substantial civil liabilities, exemplary damages, and criminal penalties, including fines and pssible imprisnment Relativity ODA LLC. All rights reserved. Relativity is a registered trademark f Relativity ODA LLC. Case Metrics Guide 12
Single File Upload Guide
Single File Uplad Guide August 15, 2018 Versin 9.6.134.78 Single File Uplad Guide 1 Fr the mst recent versin f this dcument, visit ur dcumentatin website. Single File Uplad Guide 2 Table f Cntents 1 Single
More informationClassFlow Administrator User Guide
ClassFlw Administratr User Guide ClassFlw User Engagement Team April 2017 www.classflw.cm 1 Cntents Overview... 3 User Management... 3 Manual Entry via the User Management Page... 4 Creating Individual
More informationHPE AppPulse Mobile. Software Version: 2.1. IT Operations Management Integration Guide
HPE AppPulse Mbile Sftware Versin: 2.1 IT Operatins Management Integratin Guide Dcument Release Date: Nvember 2015 Cntents Overview: The IT Operatins Management Integratin 3 System Requirements 3 Hw t
More informationAsset Panda Web Application Release 12.02
Asset Panda Web Applicatin Release 12.02 User Cnfiguratin Permissins Several changes have been made t this page including the fllwing. Page Design The layut has been changed s that all Edit and Misc Cnfiguratins
More informationIntroduction to Mindjet on-premise
Intrductin t Mindjet n-premise Mindjet Crpratin Tll Free: 877-Mindjet 1160 Battery Street East San Francisc CA 94111 USA Phne: 415-229-4200 Fax: 415-229-4201 www.mindjet.cm 2012 Mindjet. All Rights Reserved
More informationPlease contact technical support if you have questions about the directory that your organization uses for user management.
Overview ACTIVE DATA CALENDAR LDAP/AD IMPLEMENTATION GUIDE Active Data Calendar allws fr the use f single authenticatin fr users lgging int the administrative area f the applicatin thrugh LDAP/AD. LDAP
More informationINSTALLING CCRQINVOICE
INSTALLING CCRQINVOICE Thank yu fr selecting CCRQInvice. This dcument prvides a quick review f hw t install CCRQInvice. Detailed instructins can be fund in the prgram manual. While this may seem like a
More informationSecure File Transfer Protocol (SFTP) Interface for Data Intake User Guide
Secure File Transfer Prtcl (SFTP) Interface fr Data Intake User Guide Cntents Descriptin... 2 Steps fr firms new t batch submissin... 2 Acquiring necessary FINRA accunts... 2 SFTP Access t FINRA... 2 SFTP
More informationAdmin Report Kit for Exchange Server
Admin Reprt Kit fr Exchange Server Reprting tl fr Micrsft Exchange Server Prduct Overview Admin Reprt Kit fr Exchange Server (ARKES) is an Exchange Server Management and Reprting slutin that addresses
More informationAdverse Action Letters
Adverse Actin Letters Setup and Usage Instructins The FRS Adverse Actin Letter mdule was designed t prvide yu with a very elabrate and sphisticated slutin t help autmate and handle all f yur Adverse Actin
More informationNetwork Rail ARMS - Asbestos Risk Management System. Training Guide for use of the Import Survey Template
Netwrk Rail ARMS - Asbests Risk Management System Training Guide fr use f the Imprt Survey Template The ARMS Imprt Survey Template New Asbests Management Surveys and their Survey Detail reprts can be added
More informationUsing the Swiftpage Connect List Manager
Quick Start Guide T: Using the Swiftpage Cnnect List Manager The Swiftpage Cnnect List Manager can be used t imprt yur cntacts, mdify cntact infrmatin, create grups ut f thse cntacts, filter yur cntacts
More informationUsing the Swiftpage Connect List Manager
Quick Start Guide T: Using the Swiftpage Cnnect List Manager The Swiftpage Cnnect List Manager can be used t imprt yur cntacts, mdify cntact infrmatin, create grups ut f thse cntacts, filter yur cntacts
More informationFedVTE Training Advisor Guide
FedVTE Training Advisr Guide 2012 Carnegie Melln University Page 1 f 15 Cntents 1 Intrductin... 3 2 Training Advisr Hme page... 4 3 Reprting: Users... 6 4 Reprting: Curses... 8 5 Reprting: Cmmunity...
More informationIntegrating QuickBooks with TimePro
Integrating QuickBks with TimePr With TimePr s QuickBks Integratin Mdule, yu can imprt and exprt data between TimePr and QuickBks. Imprting Data frm QuickBks The TimePr QuickBks Imprt Facility allws data
More informationAdministration. User Guide
Administratin User Guide Table f Cntents Administratin at a Glance... 4 Cmpany Details... 4 Users... 5 Accunt Maintenance... 5 Search Accunts... 5 Edit... 6 Creating a New User... 7 Field Help... 8 Assigning
More informationReporting Requirements Specification
Cmmunity Mental Health Cmmn Assessment Prject OCAN 2.0 - ing Requirements Specificatin May 4, 2010 Versin 2.0.2 SECURITY NOTICE This material and the infrmatin cntained herein are prprietary t Cmmunity
More informationROCK-POND REPORTING 2.1
ROCK-POND REPORTING 2.1 AUTO-SCHEDULER USER GUIDE Revised n 08/19/2014 OVERVIEW The purpse f this dcument is t describe the prcess in which t fllw t setup the Rck-Pnd Reprting prduct s that users can schedule
More informationGraduate Application Review Process Documentation
Graduate Applicatin Review Prcess Cntents System Cnfiguratin... 1 Cgns... 1 Banner Dcument Management (ApplicatinXtender)... 2 Banner Wrkflw... 4 Navigatin... 5 Cgns... 5 IBM Cgns Sftware Welcme Page...
More informationFact Manager Guide. December 31, 2018 Version For the most recent version of this document, visit our documentation website.
Guide December 31, 2018 Versin 9.6.202.10 Fr the mst recent versin f this dcument, visit ur dcumentatin website. Table f Cntents 1 4 1.1 cmpatibility matrix 4 1.2 life cycle 10 1.3 Installatin and upgrade
More informationVMware AirWatch Certificate Authentication for Cisco IPSec VPN
VMware AirWatch Certificate Authenticatin fr Cisc IPSec VPN Fr VMware AirWatch Have dcumentatin feedback? Submit a Dcumentatin Feedback supprt ticket using the Supprt Wizard n supprt.air-watch.cm. This
More informationE2Open Multi-Collab View (MCV)
If yu can read this Click n the icn t chse a picture r Reset the slide. T Reset: Right click n the slide thumbnail and select reset slide r chse the Reset buttn n the Hme ribbn (next t the f nt chice bx)
More informationCreating Relativity Dynamic Objects
Creating Relativity Dynamic Objects January 29, 2018 - Versin 9.5 - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
More informationRISKMAN REFERENCE GUIDE TO USER MANAGEMENT (Non-Network Logins)
Intrductin This reference guide is aimed at managers wh will be respnsible fr managing users within RiskMan where RiskMan is nt cnfigured t use netwrk lgins. This guide is used in cnjunctin with the respective
More informationUPGRADING TO DISCOVERY 2005
Centennial Discvery 2005 Why Shuld I Upgrade? Discvery 2005 is the culminatin f ver 18 mnths wrth f research and develpment and represents a substantial leap frward in audit and decisin-supprt technlgy.
More informationmconnect Lead Management System 2.0
mcnnect Lead Management System 2.0 User Manual Updated July 2015 Page 1 f 15 This manual serves as a reference guide fr Mahindra Nrth America s mcnnect lead management system. This dcument serves as a
More informationDocAve Governance Automation 2
DcAve Gvernance Autmatin 2 Business User Guide Service Pack 2 Issued March 2018 The Enterprise-Class Management Platfrm fr SharePint Gvernance Table f Cntents What s New in this Guide... 3 Submitting Dcumentatin
More informationClubRunner. Volunteers Module Guide
ClubRunner Vlunteers Mdule Guide 2014 Vlunteer Mdule Guide TABLE OF CONTENTS Overview... 3 Basic vs. Enhanced Versins... 3 Navigatin... 4 Create New Vlunteer Signup List... 5 Manage Vlunteer Tasks... 7
More informationCreating Relativity Dynamic Objects
Creating Relativity Dynamic Objects Nvember 22, 2017 - Versin 9.3 - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
More informationCreating Relativity Dynamic Objects
Creating Relativity Dynamic Objects Nvember 28, 2017 - Versin 9.4 - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
More informationetrac 6.4 Release Notes October 23, 2015
etrac 6.4 Release Ntes Octber 23, 2015 General System Enhancements: Cmpliance: MARS: Added MARS rules t supprt Freddie Mac Appraisal Quality Message FRE1229. This message is nw supprted in the fllwing
More informationCompliance Guardian 4. User Guide
Cmpliance Guardian 4 User Guide Issued September 2015 Table f Cntents What's New in this Guide... 3 Abut Cmpliance Guardian... 4 Cmplementary Prducts... 5 Submitting Dcumentatin Feedback t AvePint... 6
More informationRelease Notes. Version
Release Ntes Versin 7.0.10 Release Ntes: Helm CONNECT Cpyright and Publicatin Infrmatin Published by: Helm Operatins 400-1208 Wharf St. Victria, BC V8W 3B9 Canada Cpyright 2015 by Helm Operatins All rights
More informationCustomer Upgrade Checklist
Custmer Upgrade Checklist Getting Ready fr Yur Sabre Prfiles Upgrade Kicking Off the Prject Create a prfiles prject team within yur agency. Cnsider including peple wh can represent bth the business and
More informationSoftware Usage Policy Template
Sftware Usage Plicy Template This template is t accmpany the article: The Sftware Usage Plicy - An Indispensible Part f Yu SAM Tlbx The full article can be fund here: http://www.itassetmanagement.net/tag/plicy-template/
More informationIf you have any questions that are not covered in this manual, we encourage you to contact us at or send an to
Overview Welcme t Vercity, the ESS web management system fr rdering backgrund screens and managing the results. Frm any cmputer, yu can lg in and access yur applicants securely, rder a new reprt, and even
More informationNetwork Rail ARMS - Asbestos Risk Management System. Training Guide for use of the Import Asset Template
Netwrk Rail ARMS - Asbests Risk Management System Training Guide fr use f the Imprt Asset Template The ARMS Imprt Asset Template New assets can be added t the Asbests Risk Management System (ARMS) using
More informationONLINE GRANT APPLICATION INSTRUCTIONS
Overview ONLINE GRANT APPLICATION INSTRUCTIONS This dcument is designed t prvide grant applicants with instructins fr use f the Fundant Grant Lifecycle Manager applicatin fr grants frm the Oberktter Fundatin.
More informationChalkable Classroom Admin Portal
Chalkable Classrm Admin Prtal Abut This Dcument This is an verview f the navigatin and primary features f the Admin Prtal fr Chalkable Classrm. Table f Cntents Chalkable Classrm Admin Prtal 1 Abut This
More informationBackup your Data files before you begin your cleanup! Delete General Ledger Account History. Page 1
Database Clean-up (Optinal) The fllwing items can be dne at ANY time during yur Fiscal Year. Befre yu start yur Database Clean-up, please verify that yu are n the mst recent versin f Eclipse. If yu see
More informationFocus University Training Document
Fcus University Training Dcument Fcus Training: Subjects and Curses Setup; Curse Requests Training Agenda: Setting up Subjects and Curses; Entering Curse Requests; Scheduling Reprts 2016 Subject and Curses
More informationDelete General Ledger Account History
Database Clean-up (Optinal) The fllwing items can be dne at ANY time during yur Fiscal Year. Befre yu start yur Database Clean-up, please verify that yu are n the mst recent versin f Eclipse. If yu see
More informationOASIS SUBMISSIONS FOR FLORIDA: SYSTEM FUNCTIONS
OASIS SUBMISSIONS FOR FLORIDA: SYSTEM FUNCTIONS OASIS SYSTEM FUNCTIONS... 2 ESTABLISHING THE COMMUNICATION CONNECTION... 2 ACCESSING THE OASIS SYSTEM... 3 SUBMITTING OASIS DATA FILES... 5 OASIS INITIAL
More informationUser Guide. Document Version: 1.0. Solution Version:
User Guide Dcument Versin: 1.0 Slutin Versin: 365.082017.3.1 Table f Cntents Prduct Overview... 3 Hw t Install and Activate Custmer Satisfactin Survey Slutin?... 4 Security Rles in Custmer Satisfactin
More information1on1 Sales Manager Tool. User Guide
1n1 Sales Manager Tl User Guide Table f Cntents Install r Upgrade 1n1 Page 2 Setting up Security fr Dynamic Reprting Page 3 Installing ERA-IGNITE Page 4 Cnverting (Imprting) Queries int Dynamic Reprting
More informationGetting Started with the Web Designer Suite
Getting Started with the Web Designer Suite The Web Designer Suite prvides yu with a slew f Dreamweaver extensins that will assist yu in the design phase f creating a website. The tls prvided in this suite
More informationConstituent Page Upgrade Utility for Blackbaud CRM
Cnstituent Page Upgrade Utility fr Blackbaud CRM In versin 4.0, we made several enhancements and added new features t cnstituent pages. We replaced the cnstituent summary with interactive summary tiles.
More informationAnnouncing Veco AuditMate from Eurolink Technology Ltd
Vec AuditMate Annuncing Vec AuditMate frm Eurlink Technlgy Ltd Recrd any data changes t any SQL Server database frm any applicatin Database audit trails (recrding changes t data) are ften a requirement
More informationDate: October User guide. Integration through ONVIF driver. Partner Self-test. Prepared By: Devices & Integrations Team, Milestone Systems
Date: Octber 2018 User guide Integratin thrugh ONVIF driver. Prepared By: Devices & Integratins Team, Milestne Systems 2 Welcme t the User Guide fr Online Test Tl The aim f this dcument is t prvide guidance
More informationTest Pilot User Guide
Test Pilt User Guide Adapted frm http://www.clearlearning.cm Accessing Assessments and Surveys Test Pilt assessments and surveys are designed t be delivered t anyne using a standard web brwser and thus
More informationForm Filing Instructions
Frm Filing Instructins Subscribers creating nline frms fr the first time must cnfirm/set parameters n their cmputer. Refer t the Technical Setup Instructins at the end f this dcument befre cntinuing with
More informationRelativity Integration Points Guide
Relativity Integratin Pints Guide Nvember 22, 2017 - Versin 9.4 - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
More informationConfiguring the McAfee Windows Event Collector Management Utility *Also can provide client transmission of other non-windows log files*
Cnfiguring the McAfee Windws Event Cllectr Management Utility *Als can prvide client transmissin f ther nn-windws lg files* Utility Install 1. Dwnlad the MFE Nitr Windws Agent (chse latest versin) https://secure.mcafee.cm/apps/dwnlads/my-prducts/cmpnent-prductlist.aspx?regin=us
More informationFact Manager Guide. September 21, 2018 Version Fact Manager Guide 1
Guide September 21, 2018 Versin 9.5.411.4 Guide 1 Fr the mst recent versin f this dcument, visit ur dcumentatin website. Guide 2 Table f Cntents 1 5 1.1 cmpatibility matrix 5 1.2 life cycle 11 1.3 Installatin
More informationProper Document Usage and Document Distribution. TIP! How to Use the Guide. Managing the News Page
Managing the News Page TABLE OF CONTENTS: The News Page Key Infrmatin Area fr Members... 2 Newsletter Articles... 3 Adding Newsletter as Individual Articles... 3 Adding a Newsletter Created Externally...
More informationHPE LoadRunner Best Practices Series. LoadRunner Upgrade Best Practices
HPE LadRunner Best Practices Series LadRunner 12.50 Upgrade Best Practices Dcument publicatin date: Nvember 2015 Cntents 1. Intrductin... 3 Overview... 3 Audience... 3 2. Preparatin... 3 Backup assets...
More informationBI Publisher TEMPLATE Tutorial
PepleSft Campus Slutins 9.0 BI Publisher TEMPLATE Tutrial Lessn T2 Create, Frmat and View a Simple Reprt Using an Existing Query with Real Data This tutrial assumes that yu have cmpleted BI Publisher Tutrial:
More informationAcclaim Solaria 5.31 Release Notes
Acclaim Slaria 5.31 Release Ntes 5.31 Release ISSUES RESOLVED Calendar: When using assignment cunts and canceling an assignment directly frm the calendar using the cntext menu, it will nw clear ut the
More informationElement Creator for Enterprise Architect
Element Creatr User Guide Element Creatr fr Enterprise Architect Element Creatr fr Enterprise Architect... 1 Disclaimer... 2 Dependencies... 2 Overview... 2 Limitatins... 3 Installatin... 4 Verifying the
More informationQuick Reference Guide User Permissions & Roles - Buyers. Table of Contents
User Permissins & Rles - Buyers Table f Cntents User Permissins & Rles... 2 Adding New Users... 2 Editing Existing Users... 3 Users Search Table... 3 Creating User Rles... 4 Editing Existing Rles... 6
More informationMaintenance Release Notes Release Version: 9.5.5
Maintenance Release Ntes Release Versin: 9.5.5 Platfrm: 9.5 MR201510 Cntents Updates Included in this Release... 1 Rules Cnsle:... 1 New Feature: Avaya Cumulative Metrics... 1 Technical Gd Health:... 3
More informationRelease Notes. e-automate 8.7 SP1. Page 1
Release Ntes e-autmate 8.7 SP1 Page 1 Overview Release Ntes This is a maintenance release t address quality issues fund in the e-autmate GA 8.7 release. Release Features N new features have been added
More informationExchange Archive Monitoring
Unified Archive \ Best Practices \ Mail Archiving Exchange Archive Mnitring ZL TECHNOLOGIES Last Updated: Octber 21, 2014 This dcument intrduces the numerus ZL UA features and functinalities an rganizatin
More informationLiveEngage and Microsoft Dynamics Integration Guide Document Version: 1.0 September 2017
LiveEngage and Micrsft Dynamics Integratin Guide Dcument Versin: 1.0 September 2017 Cntents Intrductin... 3 Step 1: Sign Up... 3 CRM Widget Signing Up... 3 Step 2: Cnfiguring the CRM Widget... 4 Accessing
More informationElement Creator for Enterprise Architect
Element Creatr User Guide Element Creatr fr Enterprise Architect Element Creatr fr Enterprise Architect... 1 Disclaimer... 2 Dependencies... 2 Overview... 2 Limitatins... 3 Installatin... 4 Verifying the
More informationRefreshing Axiom TEST with a Current Copy of Production Axiom EPM June 20, 2014
Refreshing Axim TEST with a Current Cpy f Prductin Axim EPM June 20, 2014 Refreshing Axim TEST If yu maintain an Axim TEST envirnment yu will want t refresh it with a current cpy f yur PROD database when
More informationCompliance Guardian 3
Cmpliance Guardian 3 User Guide Service Pack 3 Cumulative Update 2 Issued May 2015 Table f Cntents What's New in this Guide... 4 Abut Cmpliance Guardian... 5 Cmplementary Prducts... 6 Submitting Dcumentatin
More informationCaseWare Working Papers. Data Store user guide
CaseWare Wrking Papers Data Stre user guide Index 1. What is a Data Stre?... 3 1.1. When using a Data Stre, the fllwing features are available:... 3 1.1.1.1. Integratin with Windws Active Directry... 3
More informationQualtrics Instructions
Create a Survey/Prject G t the Ursinus Cllege hmepage and click n Faculty and Staff. Click n Qualtrics. Lgin t Qualtrics using yur Ursinus username and passwrd. Click n +Create Prject. Chse Research Cre.
More informationTRAINING GUIDE. Overview of Lucity Spatial
TRAINING GUIDE Overview f Lucity Spatial Overview f Lucity Spatial In this sessin, we ll cver the key cmpnents f Lucity Spatial. Table f Cntents Lucity Spatial... 2 Requirements... 2 Setup... 3 Assign
More informationEmployee Self Service (ESS) FAQs
Emplyee Self Service (ESS) FAQs ESS User Access & Lgin/Passwrd Inf Upgrade Changes t ESS Recently we upgrades t versin 10 f ur HR/Payrll system which includes the Emplyee Self Service (ESS) mdule. Just
More informationWhat's New 3. Install DocuSign for SharePoint 5. DocuSign for SharePoint Settings 11. Send Documents using DocuSign for SharePoint 23
Quick Start Guide DcuSign fr SharePint On-Prem v3.1 Published: July 18, 2017 Overview DcuSign fr SharePint allws users t sign r get signatures frm any SharePint dcument library. This guide prvides infrmatin
More informationWave IP 4.5. CRMLink Desktop User Guide
Wave IP 4.5 CRMLink Desktp User Guide 2015 by Vertical Cmmunicatins, Inc. All rights reserved. Vertical Cmmunicatins and the Vertical Cmmunicatins lg and cmbinatins theref and Vertical ViewPint, Wave Cntact
More informationSystem Administration
www.nvell.cm/dcumentatin System Administratin ZENwrks Mbile Management 2.6.x January 2013 Legal Ntices Nvell, Inc., makes n representatins r warranties with respect t the cntents r use f this dcumentatin,
More informationThe Login Page Designer
The Lgin Page Designer A new Lgin Page tab is nw available when yu g t Site Cnfiguratin. The purpse f the Admin Lgin Page is t give fundatin staff the pprtunity t build a custm, yet simple, layut fr their
More informationReference Guide. Service Pack 3 Cumulative Update 2. Revision J Issued October DocAve 6: Control Panel
DcAve 6 Cntrl Panel Reference Guide Service Pack 3 Cumulative Update 2 Revisin J Issued Octber 2013 DcAve 6: Cntrl Panel 1 Table f Cntents Abut Cntrl Panel... 6 Submitting Dcumentatin Feedback t AvePint...
More informationPower365. Quick Start Guide
Pwer365 Quick Start Guide 12/2017 Table f Cntents Prject Types... 4 The Email Frm File Prject Type... 4 The Email With Discvery Prject Type... 4 The Integratin Prject Type... 4 The Integratin Pr Prject
More informationUpgrading Kaltura MediaSpace TM Enterprise 1.0 to Kaltura MediaSpace TM Enterprise 2.0
Upgrading Kaltura MediaSpace TM Enterprise 1.0 t Kaltura MediaSpace TM Enterprise 2.0 Assumptins: The existing cde was checked ut f: svn+ssh://mediaspace@kelev.kaltura.cm/usr/lcal/kalsurce/prjects/m ediaspace/scial/branches/production/website/.
More informationWordPress Overview for School Webmasters
WrdPress Overview fr Schl Webmasters Cntents 1. Rle f the Schl Webmaster... 2 2. Rle f the District Webmaster... 2 3. Schl Website Standards... 3 Header... 3 Fter... 3 Pages... 4 Sites... 5 4. Hw T...
More informationAvePoint Perimeter Pro 1.9
G09 AvePint Perimeter Pr 1.9 Secured Share User Guide Issued December 2017 Table f Cntents What s New in this Guide... 4 Overview... 5 Internal Users... 6 Site Cllectin Administratrs... 7 External Prtal
More informationBecause of security on the site, you cannot create a bookmark through the usual means. In order to create a bookmark that will work consistently:
The CllegeNet URL is: https://admit.applyweb.cm/admit/shibbleth/crnell Lg in with Crnell netid and Kerbers passwrd Because f security n the site, yu cannt create a bkmark thrugh the usual means. In rder
More informationDocAve 6 Deployment Manager
DcAve 6 Deplyment Manager User Guide Service Pack 3 Revisin I Issued August 2013 1 Table f Cntents Abut Deplyment Manager... 5 Cmplementary Prducts... 5 Submitting Dcumentatin Feedback t AvePint... 5 Befre
More informationThese tasks can now be performed by a special program called FTP clients.
FTP Cmmander FAQ: Intrductin FTP (File Transfer Prtcl) was first used in Unix systems a lng time ag t cpy and mve shared files. With the develpment f the Internet, FTP became widely used t uplad and dwnlad
More informationEvidence.com 1.30 Release Notes
Evidence.cm 1.30 Release Ntes December 8, 2015 Dcument Versin 1.3 Apple is a trademark f Apple, Inc., registered in the U.S. and ther cuntries. Windws is a registered trademark f Micrsft Crpratin in the
More informationSircon User Guide A Guide to Using the Vertafore Sircon Self-Service Portal
Sircn User Guide A Guide t Using the Vertafre Sircn Self-Service Prtal September 2016 Versin 16.8 Cntents Cntents Using the Vertafre Sircn Self-Service Prtal... 3 Lg In... 3 Hme Page... 4 Lg New Cases...
More informationRelius Documents ASP Checklist Entry
Relius Dcuments ASP Checklist Entry Overview Checklist Entry is the main data entry interface fr the Relius Dcuments ASP system. The data that is cllected within this prgram is used primarily t build dcuments,
More informationGetting Started with DocuSign
Getting Started with DcuSign DcuSign is the electrnic system used t rute, apprve, and execute cnstructin related dcuments at The University f Alabama. While these basic instructins are intended t help
More informationescreen Setup and Usage Instructions
escreen Setup and Usage Instructins The FRS escreen mdule prvides the capability fr yur clients t request drug screening services fr their subjects directly in eclientlink. This includes multiple specimen
More informationUser Guide. Table Of Contents. Logging In. Job Search. Job Information. Site Search & Logging A Job. Customer Search. Job Dashboard.
User Guide Weblgic allws yu t access jb infrmatin via a web page. Giving yu real time updates, with the ptin t print reprts and infrmatin n/fr the jb. Table Of Cntents Lgging In Jb Search Jb Infrmatin
More informationDIVAR IP 3000 Field Installation Guide
CCTV IP Netwrk Vide Technical Brief DIVAR IP 3000 Field Installatin Guide 1 DIVAR IP 3000 Field Installatin Guide Overview The purpse f this guide is t prvide the step-by-step prcess f installing a DIVAR
More informationDocAve 6 Service Pack 2 Control Panel
DcAve 6 Service Pack 2 Cntrl Panel Reference Guide Revisin D Issued February 2013 DcAve 6: Cntrl Panel 1 Table f Cntents Abut Cntrl Panel... 6 Submitting Dcumentatin Feedback t AvePint... 6 Befre Yu Begin...
More informationTUTORIAL --- Learning About Your efolio Space
TUTORIAL --- Learning Abut Yur efli Space Designed t Assist a First-Time User Available t All Overview Frm the mment yu lg in t yur just created myefli accunt, yu will find help ntes t guide yu in learning
More informationCompliance Guardian 3
Cmpliance Guardian 3 User Guide Service Pack 2, Cumulative Update 3 Revisin G Issued July 2014 Table f Cntents Abut Cmpliance Guardian... 4 Cmplementary Prducts... 5 Submitting Dcumentatin Feedback t AvePint...
More informationInfoCitrus Brief Instructions
InfCitrus Brief Instructins In rder t access the CA InfCitrus system, there are number f steps t fllw. Here is a brief verview f these steps: G t the CA website www.citrusaustralia.cm.au Click n the lgin
More informationYour New Service Request Process: Technical Support Reference Guide for Cisco Customer Journey Platform
Supprt Guide Yur New Service Request Prcess: Technical Supprt Reference Guide fr Cisc Custmer Jurney Platfrm September 2018 2018 Cisc and/r its affiliates. All rights reserved. This dcument is Cisc Public
More informationCounterSnipe Software Installation Guide Software Version 10.x.x. Initial Set-up- Note: An internet connection is required for installation.
CunterSnipe Sftware Installatin Guide Sftware Versin 10.x.x CunterSnipe sftware installs n any system cmpatible with Ubuntu 14.04 LTS server which is supprted until 2019 Initial Set-up- Nte: An internet
More informationCMS and e-commerce Solutions. version 1.0. Please, visit us at: or contact directly by
Prduct Grid fr Magent User Guide versin 1.0 created by ITris ITris Table f cntents 1. Intrductin... 3 1.1. Purpse... 3 2. Installatin and License... 3 2.1. System Requirements... 3 2.2. Installatin...
More informationVirtual Office
Virtual Office ---------------------------------------------------------------------------- ------- --------- Cpyright 2016, 8x8, Inc. All rights reserved. This dcument is prvided fr infrmatin purpses
More informationIFSP PDF Upload/Download Guidance
IFSP PDF Uplad/Dwnlad Guidance Intr/backgrund The dwnladable IFSP was created t assist FSC s in writing an IFSP r IFSP review n a visit withut the need fr internet cnnectin. Adbe Acrbat is required fr
More informationDocAve 6 Report Center
DcAve 6 Reprt Center User Guide Service Pack 2, Cumulative Update 1 Revisin E Issued April 2013 DcAve 6: Supplementary Tls 1 Table f Cntents Abut Reprt Center... 8 Cmplementary Prducts... 8 Submitting
More information