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Support Receive job 1. Client support
2. Email
3. Phone call Support Investigate and reply to client Support Is this a bug? Y raise CAR and write spec
...
| Tags: IMS
| Dec 21, 2020, 9:54:19 PM | Michael Lucchese/emsoft |  Show |
| | Dec 21, 2020, 9:50:15 PM | Michael Lucchese/emsoft | Show |
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The “Forgot your password?” button can be used when you could not remember the password to log into Integrum. Please follow the steps below to get your Integrum password reset. 1. At the log-on page, click the “Forgot your password?” button. 2. Enter your Email address and click Submit. 3. ...
| Tags: Client Setup
| Dec 21, 2020, 9:43:16 PM | Michael Lucchese/emsoft | Show |
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Make sure you have in the backed a confidential group. Then follow the following steps to configure your form: Step 1: 1) Enable Keyword: Readers Field Setup. 1) In This menu select relevant confidential groups that were set up in the back end. (Recommendation: Include Superusers group too) . ...
| Tags: Client Setup
| Dec 21, 2020, 9:22:04 PM | Michael Lucchese/emsoft | Show |
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Smartforms layout and colour can be changed by setting up themes in the main system navigation. Please follow the instruction below: Once the colours have been inserted into the RSS styling page, the changes will be seen immediately on all the smartforms. An RSS styling with above colours is shown ...
| Tags: Client Setup
| Dec 21, 2020, 9:17:56 PM | Michael Lucchese/emsoft | Show |
| | Dec 21, 2020, 8:59:54 PM | Michael Lucchese/emsoft | Show |
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Field Level Notifications: Step 1: Go to Smart Form Builder and Select the template: (leave of absence) Step 2: Select edit form the main bar: Step 3: Select WorkFlow Wizard Step 4: select filed level notifications Step 5: select Add Field Level Notification Step 6: Enable notification, customize ...
| Tags: Client Setup
| Dec 21, 2020, 8:48:36 PM | Michael Lucchese/emsoft | Show |
| | Dec 21, 2020, 8:37:25 PM | Michael Lucchese/emsoft | Show |
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INTEGRUM SYSTEM DEFINITIONS System Term
Description SF
Smart form MR
Management Representative / Manager Responsible/Accountable person Keyword
System configuration specific, types: · Standard
· Multi-value
· Single-value OU
Organisational Unit/Structure IMS
Integrum Management Systems ...
| Tags: Client Setup
| Dec 21, 2020, 8:34:59 PM | Michael Lucchese/emsoft | Show |
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Download the Attachment - integrum BI Chart Tutorial v6.03.docx
| Tags: Yellowfin
| Dec 21, 2020, 8:01:12 PM | Michael Lucchese/emsoft | Show |
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Download the Attachment - integrum BI Report Writing Tutorial v6.03.docx
| Tags: Yellowfin
| Dec 21, 2020, 8:00:31 PM | Michael Lucchese/emsoft | Show |
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Download the Attachment
- integrum BI Dashboard Tutorial v1.03.docx
| Tags: Yellowfin
| Dec 21, 2020, 7:58:07 PM | Michael Lucchese/emsoft | Show |
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Authentication Security Levels
The challenge/response security model described so far using names and passwords can actually be deployed using different security levels. Low Security: basic authentication or anonymous access Medium Security: session authentication and single sign-on
High Security: ...
| Tags: Domino Server
| Dec 21, 2020, 6:54:31 PM | Michael Lucchese/emsoft | Show |
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1. GENERAL INFORMATION
1.1 System Overview The Reporting application is built as a bridge between the underlying Domino data and the MySQL Relational Database (“RDB”) used for reporting purposes within Integrum BI. Its intent is to allow through ease of use the ability to create and maintain a ...
| Tags: IMS
| Dec 21, 2020, 6:40:29 PM | Michael Lucchese/emsoft | Show |
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1. Change Business Reporting keyword to “Web Services” 2. Change the Yellowfin user Authentication to “Yellowfin Authentication” 3. Delete all existing LDAP user profiles from Yellowfin. 4. Assign BI Reporting role to relevant user employee profiles. (can use batch update process instead) ...
| Tags: Yellowfin
| Dec 21, 2020, 6:36:28 PM | Michael Lucchese/emsoft | Show |
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The smart forms allow you to use either of its two scheduling tools to handle audit or meeting schedules. The first functionality allows you to schedule the next audit or meeting (basically any smart form) once you close the current one. This only generates a single form based on the frequency ...
| Tags: Client Setup
| Dec 21, 2020, 5:55:09 PM | Michael Lucchese/emsoft | Show |
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The integrumNOW app provides access to the integrum system from iOS and Android devices. username: <firstname> <lastname> (or email address if it is unique) password: <integrum password> (same as in browser) server address: https://demo.integrumsystems.com (or clients website address) folder: ...
| Tags: IntegrumNow
| Dec 21, 2020, 5:50:46 PM | Michael Lucchese/emsoft | Show |
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Download the attachment for some light reading into the comprehensive guide to SmartForms
| Tags: Client Setup
| Dec 21, 2020, 5:49:57 PM | Michael Lucchese/emsoft | Show |
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This guide will help you configure integrum to allow for Risk Assessment creation from within a Smart Form. The example used below shows a smart form named Process Activity Document (PAD) which allows for a sub form to be created named Sub Process. The form already has a 3 sub forms under it. We ...
| Tags: Client Setup
| Dec 21, 2020, 5:45:36 PM | Michael Lucchese/emsoft | Show |
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The below steps show you how to Creating a new report based on a CSV import
Web Link: http://wiki.yellowfin.com.au/display/USER71/CSV+Data+Imports -Convert Excel file into CSV: Copy the required columns and values into an excel file but save the file as a CSV (Comma Delimited) -Open the ...
| Tags: Yellowfin
| Dec 21, 2020, 5:32:37 PM | Michael Lucchese/emsoft | Show |
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Change to your Administration profile
-Under your current portal group change into your Administration profile. Your portal page might look similar to the below screen shot. -Expand the “General” menu and click on “Main System Navigation”
This will take you to the internal system menus and ...
| Tags: Client Setup
| Dec 21, 2020, 5:30:51 PM | Michael Lucchese/emsoft | Show |
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1) 5x5 Risk Matrix using Multiplication
switch([Likelihood]){
case "Rare": Result = 1; break; case "Unlikely": Result = 2; break; case "Possible": Result = 3; break; case "Likely": Result = 4; break; case "Almost Certain": Result = 5; break; default: Result = 0; switch([Consequence]){
case "Low": ...
| Tags: Client Setup
| Dec 21, 2020, 5:30:14 PM | Michael Lucchese/emsoft | Show |
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Adding new Employees The below set of instructions are for creating a totally new user who has no reference in integrum. 1-Change to your admin profile (Administration) and use the menu to navigateto General and then Main System Navigation. 2-Click on Stakeholders menu and then the Employees sub ...
| Tags: Client Setup
| Dec 21, 2020, 5:27:32 PM | Michael Lucchese/emsoft | Show |
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How to fix issue with having no drill down option in Yellowfin report. The Incidents Stats (Total number of incidents) report below showing 179 when you click does not open the drill down report. To fix this issue follow the steps below. 1. Click the plus sign (+) on the right hand of the report ...
| Tags: Yellowfin
| Dec 21, 2020, 5:23:58 PM | Michael Lucchese/emsoft | Show |
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INTRODUCTION: Word export functionality in smart forms allows the admin to create output reports in word format by mapping fields in the smartform. Export can be done at any stage of the form workflow. In order to use this functionality, the admin must have xml editor installed. The steps are as ...
| Tags: Client Setup
| Dec 21, 2020, 5:20:36 PM | Michael Lucchese/emsoft | Show |