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BizzMine
Browse Topics
01. Getting started
1. What is BizzMine?
2. BizzMine Glossary
3. Structure & Workspaces
4. BizzMine Collections
5. Tasks, Notifications & Reminders
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02. Login, Logout & User profile
1. Sign in to BizzMine
2. Sign out of BizzMine
3. Manage / reset password
4. Forgot password
5. 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. List Widget
2. Chart widget
3. Info widget
4. HTML widget
5. RSS widget
6. Tree widget
7. Scheduler widget
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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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3. Delete a record
To delete a record starting from a list widget you can follow the steps below:
Delete a record by clicking on the dropdown arrow in the list widget:
You'll have a few options to overview (depending on the permissions you have).
You can delete the record by clicking on:
Confirm the deletion by clicking on delete in the modal
Deleted records land up in the trash can, you can consult the deleted records if you have access permissions to the trash can.
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