September 2014 Newsletter

Connections Online Training / Help Documents - New Links  

4.1 Quick Reference:  QRG  

https://files.connectionsonline.net/files/COL DOCS/QRG-4-1.docx 

4.1 User Manual: User Manual 

https://files.connectionsonline.net/files/Manuals/User-Manual-Version-4-1.pdf 

4.1 Administrators Manual:  Admin Manual   

https://files.connectionsonline.net/files/Manuals/Admin-Manual-Version-4-1.pdf 

4.1 Security:  Security 

Training Library: Training Library 

https://files.connectionsonline.net/files/COL DOCS/training-library-sa-4-1.doc 

• Introduction to Version 4.1
• Advanced Features Webinar
• Application Training Webinar
• Security Training Webinar
• Logging in Video
• Navigating the Application Video
• Creating a Password Video
• Project Overview Video
• Creating a Project Video
• Adding Team Members/Role of the Project Team Video
• How to Create & Edit a Task Video
• Project Scope Items Video
• Creating a Project Video
• Adding Team Members/Role of the Project Team Video
• How to Create & Edit a Task Video
• Project Scope Items Video

Tips and Additional Help Documentation

Dialogs - To create a dialog, click the green + sign icon under Dialogs. Add the name of the Dialog. Click on the dialog date link, and the dialog will open in a full web page. You will see a blank agenda box. Click the edit pencil. You will then see last month's agenda on the right and a blank agenda to edit on the left. If you want to copy the agenda from last month (then edit it), click the green arrow in the center between the two agendas and the agenda on the right will automatically copy into the agenda on the left. You can then make any adjustments to the current agenda on the left. Click Update to save the changes.

The same procedure will work for Basic Role comments on the Individual Dialog. In the Basic Role Module, you will note that the Basic Roles are automatically copied from the Basic Role on the main page along with Basic Role indicators. There is the word "comment" under each Basic Role. Click the edit pencil to edit the Basic Role. This is where you can type in your comment. When you click the pencil to edit the Basic Role, you can use the Basic Role comments from the previous month (that you see on the right). Place your cursor where you want the copy from last month to appear in the current month dialog. Click the green arrow and the Basic Role comments from last month will automatically copy to the cursor in the left box. Edit as desired. Click Update to save your changes.  

Security Using Propagation - When making a change in security, clicking on the Propagate icon will propagate "backwards" to all the elements on the security module you are editing. You will be able to propagate the default security on the site page as well as security elements on the metric and project modules on the organization, department and people tabs within the application.

To propagate the security changes "back to the creation of the element" open the security lock on the page, make the security change, then click the propagate icon for the security module you changed. An edit window will appear for a choice of three ways to propagate. Check the one you want and click the "Propagate" button. Use the "Add and Update" radial button for most propagation.  A message will appear to tell you that the security has been propagated.

Connections Online 4.1 Recorded Introductory Webinar

Use this link for a previously recorded webinar that is an introduction to Version 4.1 - https://files.connectionsonline.net/files/Training Videos/Col-introduction.wmv 
It is helpful to use the Quick Reference Guide during the webinar - use this link to print the QRG - https://files.connectionsonline.net/files/COL DOCS/QRG-4-1.docx

Client Care Notes

To view previous Connections Online Newsletters:  http://www.connectionsonline.net/News/Newsletters.aspx 

Webinars

Connections Online 4.1 Application Training Webinars

Tuesday, September 16th -or- Tuesday, October 14th at 1:30 ET

This 60-minute training webinar dives deeper into an overall "how to use" Connections Online 4.1.  

Click Here to register for September 16th 

Click Here to register for October 14th

Connections Online 4.1 Advanced Features Webinars

Wednesday, September 17th  -or- Wednesday October 15th at 1:30 ET

This 30-minute training webinar highlights advanced functionality of Connections Online 4.1 with Q&A. 

Click Here to register for September 17h 

Click Here to register for October 15th

Connections Online 4.1 Security Training Webinars

Monday, September 22nd -or- Tuesday, October 21st at 1:30 ET

This 60-minute training webinar is for Site Administrators - setting security on the site page and throughout the application.  

Click Here to register for September 22nd

Click Here to register for October 21st

Past Educational Webinar Recordings 

For a listing of our past Educational Webinars, use this link:  https://files.connectionsonline.net/files/Educational-Webinars-List.doc  

Informational Webinar

If you know someone outside of your company who may be interested in learning more about Connections Online, we have an informational webinar scheduled on the following dates. 

Please pass these links on to them to register for the:  

September 30th Webinar at 1:30 ET -  https://www2.gotomeeting.com/register/489242330

October 22nd Webinar at 1:30 ET -  https://www2.gotomeeting.com/register/383467018