Madyson Kmiec
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Recent activity by Madyson Kmiec-
Using Vera in Workflows
Vera provides contextual support directly within workflows, helping you complete steps faster and more accurately.Access VeraHover over a workflow stepClick the Vera “Workflow Help” icon Vera has t...
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Floating Comments on Cases
Floating comments enable contextual collaboration directly within workflows and cases. How to add a comment.Click the comment iconClick anywhere in the case or workflow stepEnter your comment and s...
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Performance Improvement Workflow
The Performance Improvement workflow helps teams manage performance issues with structured steps and consistent documentation.Steps in the workflowSelect ManagerAssign the manager responsiblePerfor...
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Investigation Workflow
The Investigation workflow helps you manage investigations step-by-step, from assigning an investigator to documenting findings and outcomes.Steps in the workflowSelect InvestigatorAssign the inves...
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Configure Workflows
Access Workflow settings Go to Settings Select Workflows Here you can: Deactivate or activate a workflow Edit a workflow Change workflow settings Changes to workflows will be made system-wide an...
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Using Workflows on a Case
Workflows help you manage a case step-by-step directly within the case page.How it worksOpen a caseLocate the Workflows section in the top-left cornerClick into the current stepTake necessary actio...
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Workflows: Overview
Workflows guide you through managing a case step-by-step, helping ensure consistency, documentation, and accountability across your team.Types of WorkflowsDefault workflow – A simple workflow appli...
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New Case Experience: Overview
The new case experience introduces a redesigned layout, workflows, and improved collaboration tools to help teams manage cases more efficiently.What’s newRedesigned case layoutA cleaner interface w...
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Common Chart Questions & Troubleshooting
Why is my chart empty?Check filtersCheck date rangeConfirm data sourceWhy don’t I see a field?It may not exist in that data sourceContact your CSM for new fields Why aren’t my filters applying?Dash...
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Chart Types & When to Use Them
Bar ChartBest for:Comparing categoriesTracking trendsSupports:Horizontal / verticalSub-grouping (stacked, grouped, normalized)Pie ChartBest for:ProportionsDistributionStat ChartBest for:KPIs (Total...