System Admin - User Guide

Attached is a document explaining various aspects of system admin.

In order to follow many of the examples in this guide your UserID for the Influence Professional database needs to be setup with sufficient privileges (level 99) in order to allow use of these functions.

Contents

General Overview

1.          User Maintenance

2.          Code Table Maintenance (Drop-down menus)

Editing codes On-the-fly

Editing codes table drop-downs using Maintenance

3.          Journal Templates (emails)

Option 1: (Easy way to create email template)

4.          Workflow Document Templates

How To Create a New workflow document

5.          Standard Documents

Adding a new Standard Document

6.          Consultant Targets

Entering Consultant Targets

Creating the Metrics

Appendix 1 – Example of User Priorities