Learn about the configuration of your Onspring solution, including the Apps involved and how they are connected, the various components of data collection, triggers, messaging and content security rules.
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
Reports & Dashboards
Learn how to build and filter reports to display the data, trends and functions you want to see. Understand scheduled reports, export options and temporary report creation.
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.
Data Integrity & End-User Automation: Part 1
Learn how to maintain data integrity by automatically setting or filtering content, hiding irrelevant sections, requiring certain inputs, and freezing calculations.
Data Integrity & End-User Automation: Part 2
Learn how to automatically assign users and managers based on record conditions. Discover how to create new records based on a schedule or logical rules.
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.
Calculate & Automate with Formulas
Learn how to auto-generate values, such as total vendor spend or overall status. See how you can modify calculations to accurately reflect your workflows and rating values.
Surveys: Part 1
Learn how to configure surveys to collect information from internal and external recipients. Understand question types, branching logic and survey help text.
Surveys: Part 2
Learn how to define correct responses in surveys and score responses by question and section. Discover how to launch your survey campaign and allow delegates to respond.
Understand how to build relationships between Apps to improve visibility and efficiency. Discover how content in one App can fuel processes in another.
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.