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Bizzmine
Browse Topics
01. Getting started
1. What is Bizzmine?
2. Bizzmine glossary
3. Platform structure & workspaces
4. Bizzmine Collections
5. Tasks, Notifications & Reminders
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02. Login, Logout & User profile
1. Sign in to BizzMine
2. Manage / reset password
3. Forgot password
4. Two-factor authentication
6. User Locked out / Security Firewall
7. Set your default workspace & theme
8. Language & regional settings
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03. Using BizzMine
1. Create a new record
2. Edit & consult records
3. Delete a record
4. Trash can & recover records
5. ❋ Search a record / Powersearch & filter
6. Export records (CSV / PDF)
7. Consult the history & track changes of a record
8. Generate a PDF report of a record
9. Download report
10. Link to a record
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04. Forms & Fields
1. Standard field types
2. Canvas field
3. Orgchart field & organization chart
4. File field
5. Lookup fields (1-1)
6. Lookup fields (grid)
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05. Workflow
1. Understand workflow
2. Tasks, Notifications, Reminders overview
3. Execute a task of a workflow
4. Execute a task on behalf of
5. Restart the workflow of a record
6. Consult flow status
7. Color codes in list & tree widget
8. Periodic notifications
9. Periodic revision tasks
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06. Document collections
1. Document Properties (system fields)
2. Upload a document & Create from template
3. Document tree
4. Edit a document with office 365 & Reason modification
5. File history
6. Document bookmarks
7. PDF conversion & download file
8. View Online with Office 365
9. Direct link to file (hyperlink)
10. Document settings
11. Document Permissions
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07. Document Workflow
1. Document Control workflow
2. Assessment Tasks
3. Publication Tasks
4. Distribution Tasks
5. Monitor
6. Minor / Major Revision
7. Edit document controlled documents
8. Document Archive
9. Edit / Consult / Download modals
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08. Widgets
1. Widget: Collection list
2. Widget: Collection chart
3. Widget: Collection info
4. Widget: HTML
5. Widget: RSS feed
6. Widget: Document tree
7. Widget: Scheduler
8. Widget: Skill Matrix
✱ Widget: Pivot table
Widget: Function skill matrix
8. Widget: Anonymous registration
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09. Trainings, Skills & Exams
1. Skill Management
1.1 Create a Skill
1.2 Update a Skill
1.3 Delete a Skill
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2. Training Management
2.1 Create a Document Training
2.2 Create an Ad Hoc Training
2.3 Update a Training
2.4 Delete a Training
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3. Training Sessions
3.1 Create a Training Session
3.2 Close a Training Session & Assess
3.3 Update a Training Session
3.4 Delete a Training Session
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4. Skill Matrices & Gap Analysis
4.1 User Skill Matrix
4.2 Function Skill Matrix
4.3 Gap Analysis
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5. Exams Management
5.1 Create an Exam
5.2 Edit an Exam
5.3 Duplicate an Exam
5.4 Delete an Exam
5.5 Taking an Exam
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Solutions
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