Help Videos
Connections Online Introduction (goal overview of the Connections solution – no views of the application)
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Technical Requirements – the application will display in any of the latest common browsers (must be Internet Explorer 8 or higher) plus a high speed internet connection
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URL for Login https://col.connectionsonline.net
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Things to remember about passwords:
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You must have a password to login to Connections
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Use the “Forget Your Password” link on the login page to have a temporary password sent to your email address
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Any temporary password sent to your email will only be good for ONE HOUR – if you do not reset your password within that time fame, you will have to start over with the “Forgot Your Password” link on the login page
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Typically your user name is your email address
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Review Five Tabs
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Search Feature
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Expand and Hide Modules
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General Editing Symbols (Add, Delete, Drag And Drop)
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Project Filter
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Quick Edits
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Quick Task Completion
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Un-Delete an Item
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Setting User Profile
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Logging Out
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Why have metrics?
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Where to find metrics in the application
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Elements of the metric, or scorecard view
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Metric Owners
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Connected Metrics
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Create the main elements of the metric
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Thresholds
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Format
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Color coding for health of the metric
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Edit the new Metric page
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Trend Values
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Chart
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Description
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Owner(s)
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Related Links
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Comments
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On-going Edits
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Overview of Project Methodology
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Organization and Department Tabs (Project Portfolio View)
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Project Tab
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People Tab (Project and Project Task View)
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Project Reporting
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Creating/Editing the Project
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Adding Project Detail (Status, Dates, Project Phase, And Project Color Code)
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Adding The Project Team Members
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Consultant Role
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Sponsor Role
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Leader Role
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Member Role
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Adding Project Scope and Evaluation Criteria
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What is a Project Draft
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Create Task
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Update/Edit task
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How task information is shared through the application
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Organization and Department Tabs
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Resource Report (Tasks)
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Resource Report (Projects)
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All Project Report
- Project Tab
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Project Report
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People Tab
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Project Sections on People Tab Report
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Basic Role
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Basic Role Tasks
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Individual Metrics
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Connected Metrics
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Projects
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Project Tasks
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Dialog Follow-up Tasks
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Personal Tasks
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Right Column Detail
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What is My Tab?
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How to Create Your Own My Tab
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Report Module Location
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Page Report
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Dialog Report
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Resource Report for Project Tasks
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Resource Report for Projects
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Activity Report
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Navigating Reports
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Printing Reports
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Exporting to Excel
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Organization/Department Dialogs
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Project Dialogs
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People Dialogs
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Dialog Reports
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What is an Activity Report?
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How Do You Create the View You Want?
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People Tab – Activity Page Report and User Report
Recorded Webinar Sessions
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