ONBOARD WITH ONSPRING

We want you to be successful with our no-code platform from day one, so we offer a flexible onboarding program that’s personalized to your needs and goals.

Onboarding Highlights:

  • Onboarding is designed for Admin users. We’ll focus on the platform’s back-end capabilities so you know how to configure reports, dashboards, Apps and surveys for your organization.
  • Your dedicated onboarding specialist will meet with you via web conference for up to 2 sessions per week. Each 1-hour session covers a specific topic. (Details below.)
  • You can have 1–2 Admin users on each onboarding call. We recommend that 1 Admin user attends all sessions, scheduled at your convenience.
  • The onboarding program lasts 60 days, and you can complete up to 10 sessions within that time. We can begin whenever you’re ready!

Onboarding: Required Sessions

Kick-Off Session: Introductions and Goals

Meet your onboarding specialist to discuss your needs and goals. Also learn about the configuration and structure of your Onspring solution(s), including the apps involved and how they are connected.

App Layouts & Field Types

Learn about the fields types available to you when configuring Onspring apps. Understand how to create new fields, add them to the layout, and group them by sections or tabs.

Data Relationships

Understand how to build references between apps to improve visibility and efficiency. Discover how content in one app can fuel processes in another.

Reporting

Learn how to configure reports to display information in text or chart format. Understand report filters, scheduled reports, export options and temporary report creation.

Dashboards

Learn how to group reports onto dashboards to give users instant access to the data and functions they need. Also learn how to bundle dashboards into functional containers.

User Management

Learn how to add users and manage their access to content. Understand roles, groups and the Role Security feature for updating multiple permissions at once.

Triggers & Outcomes

Learn how to define rules to automatically set or filter list values, auto-create new records, hide entire sections of fields, set date values or require values based on data conditions.

Final Session: Transition to Onspring Support

Discuss Admin troubleshooting and maintenance topics. Also meet a representative from our Support team, which will assist you once your onboarding program is complete.

Onboarding: Optional Sessions

Email Notifications

Learn how to use Messaging to instantly alert users when content or tasks require their attention. Understand how to set up reminders based on due dates and other values.

Formulas

Learn how to auto-generate field values, such as an average rating or overall status. See how you can modify calculations to reflect your workflows and scoring methodology.

Surveys

Learn how to configure surveys to collect information from internal and external recipients. Understand question types, branching logic and scoring.

Data Import

Learn how to import historical data into Onspring quickly and accurately. Understand how to set up your data file and load it into your target app.

Onboarding is available to clients and partners only. Not there yet? Request a Demo.