Welcome to the CCIRS help documentation.
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In This Help Documentation
BizPro Planner: Chapter 1 - Overview This chapter is an overview of the BizPro system.
BizPro Planner: Chapter 2 - Planner Overview This chapter familiarizes the user with Planner.
BizPro Planner: Chapter 3 - Grid Anatomy Many Planner pages utilize common grid structures. Thus, the information provided in this chapter will apply to many pages within Planner. Figure 3 below illustrates a common Planner grid structure...
BizPro Planner: Chapter 4 - Task Management The management of tasks takes place in the Planner Task Pages and in the detail screens of individual tasks. From the Planner Menu, pages can be accessed that will show tasks in varying states. Thes...
BizPro Planner: Chapter 5 - My Notifications The My Notifications Planner Menu option will allow users to view copies of Planner notifications that were sent to them via e-mail.
Figure 5
1.Users can narrow their searches for notification...
BizPro Planner: Chapter 6 - My Settings This chapter describes the Planner notification setting options.
BizPro Planner: Chapter 7 – Supervisor Operation In every User Profile for each Planner user that is administered by a Planner System Administrators, supervisors can be identified for each user. Users who have been identified as a supervisor for on...
BizPro Planner: Chapter 8 - Manager Operation This chapter discusses manager level operation of the Planner module.
BizPro Planner: Chapter 9 - Document Management System The BizPro Document Management System (DMS) is accessible from the BizPro dashboard Menu. The DMS is designed to enhance workflow by incorporating documents with tasks. There are four options in the...
BizPro Planner: Chapter 10 - Reporting Tools BizPro Reporting tools are designed to present information in easy to read, printable, and exportable formats. Since the BizPro Reporting Service is an embedded solution, environment maintenance and c...
BizPro Planner: Chapter 11 - Task-eForm Integration In BizPro, Tasks can be used to launch eForms. This can be extremely beneficial for companies that need to fill out eForms on a fixed schedule.
When a user links an eForm with a Task, the eForm can ...
BizPro Planner: Chapter 12 - Data Queries and Pivot Views Data Queries and Pivot Views can be built to display Tasks Data on Custom Dashboards that can be published and accessed by certain Users to quickly review the information.
BizPro: Chapter 13 - Custom Dashboards Data Queries and Pivot Views can be published on Dashboards. User’s need Manager permissions to create Custom Dashboards.
To access the Custom Dashboard creation page, Managers can use the one-cli...
BizPro eForms: Chapter 14 - eForms Design & Maintenance Guide This chapter will guide Managers to build an eForm step by step, from Section 14.1 to 14.13
BizPro eForms: Chapter 15 - Lists & Grid Management In this chapter, the creation and maintenance of Lists and Grids will be discussed and explained
BizPro eForms: Chapter 16 - Template Notifications Template Notifications are used to notify individuals with information contained in the Template Notification Definition when the data that a user entered in an eForm instance met the conditions speci...
BizPro eForms: Chapter 17 - eForms Module General Settings eForm Managers and System Administrators have the authority to access and alter the Settings page. The settings page may be navigated to via the One-Click Menu or left-hand menu system at [BizPro >> e...
BizPro eForms: Chapter 18 - Filling Out eForms In this Chapter, the process of filling out an eForm will be discussed and explained
BizPro eForms: Chapter 19 - Data and Grid Queries and Analytics Data and Grid Queries can be built to display the collected eForms data on custom Dashboards.
Data can be filtered and organized to meet the User’s needs. This can be extremely useful for companies...
BizPro eForms: Chapter 20: User and Manager Dashboards In this chapter, User and Manager eForms Dashboards are discussed and explained
BizPro: Chapter 21 - My Calendar My Calendar displays the Tasks assigned to you on a schedular view, the Tasks are color coded for quick identification of their current state. It supports multiple views with respect to the date range...