This chapter is an overview of the BizPro system.

This chapter familiarizes the user with Planner.

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...

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...

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...

This chapter describes the Planner notification setting options.

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...

This chapter discusses manager level operation of the Planner module.

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 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...

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 ...

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.

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...

This chapter will guide Managers to build an eForm step by step, from Section 14.1 to 14.13

In this chapter, the creation and maintenance of Lists and Grids will be discussed and explained

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...

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...

In this Chapter, the process of filling out an eForm will be discussed and explained

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...

In this chapter, User and Manager eForms Dashboards are discussed and explained

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...