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Inge KuijpersInfolander
published in CHECK (Question Lists)

Have periodic question lists completed via a task scheduleTutorial

If you have to periodically check something, for example the maintenance of a machine or the effectiveness of a management measure, you can use a task schedule for this.You can create a task schedule for completing question lists. In this training we show you the possibilities.

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20 days ago
I
Inge KuijpersInfolander
published in CHECK (Question Lists)

Check and review completed question listsTutorial

You can check or review completed question lists, for example because you are ultimately responsible for an audit carried out through the question list.It is possible to make general or question-specific comments for completed question lists. The person who completed the question list will receive the comments back and may make adjustments to the completed question list. In this training we explain how that works.

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I
20 days ago
I
Inge KuijpersInfolander
published in CHECK (Question Lists)

Set permissions for management and use of question listsTutorial

Permissions are required to manage question lists and to complete them. In this training we explain which permissions there are and how you can set them.

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20 days ago
I
Inge KuijpersInfolander
published in CHECK (Question Lists)

Question list design - which question types can you use?Tutorial

When designing a question list, you can choose from different types of questions. This training covers all possible types and we explain which specific options you have per type.

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20 days ago
I
Inge KuijpersInfolander
published in CHECK (Question Lists)

Print or export a completed question list to WordTutorial

You can print or export completed question lists to Word. In this training we explain the possibilities.

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20 days ago
I
Inge KuijpersInfolander
published in CHECK (Question Lists)

Set central permissions for Zenya CheckTutorial

You need certain permissions to access the management of Question list settings and to add new question lists. In this training we explain where you can set those rights.

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20 days ago
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cindy segersInfolander
published in CHECK (Question Lists)

Completed question lists - overview and reportsTutorial

When question lists have been completed, you will find them in the question list details on the tab ‘Filled out question lists'. In this training we explain what options you have on this tab.

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20 days ago
I
Inge KuijpersInfolander
published in CHECK (Question Lists)

Show questions depending on the position of the fillerTutorial

If you want to ask certain questions in a question list depending on the position of the filler, you can use the label ‘function’ for questions.

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20 days ago
I
Inge KuijpersInfolander
published in CHECK (Question Lists)

Show questions depending on the organization unitTutorial

If you want to ask certain questions in a question list depending on the organization unit, you can use the label ‘organization unit’ for questions.

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20 days ago
I
Inge KuijpersInfolander
published in CHECK (Question Lists)

Fill in one question list with multiple fillersTutorial

In a situation where several fillers have to complete the same question list, you can use a survey study.Think for example of a question list in which various departments fill in a section or a question list in which various specialists fill in a section.In this training we explain how to make such a survey study.

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26 days ago
I
Inge KuijpersInfolander
published in CHECK (Question Lists)

Show or not show questions in a question list based on an answer to a previous questionTutorial

In a question list you sometimes want to ask certain follow-up questions depending on an answer to a question.For example, you can ask whether someone is satisfied and then ask other follow-up questions for a ‘satisfied’ answer than for a ‘dissatisfied’ answer.In the question list design, the function ‘conditional questions’ is available for this. In the article below we explain how this function works.

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26 days ago
I
Inge KuijpersInfolander
published in CHECK (Question Lists)

Select organization unit in an external question listTutorial

If you issue a question list to external persons via a survey study, you cannot have the ‘organization unit’ field completed.By linking the answers of a multiple choice question to organization units, you can still let the filler choose an organization unit and thereby make your reporting at the level of organization unit, You can read more about it in this article.

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26 days ago
I
Inge KuijpersInfolander
published in CHECK (Question Lists)

Question list design - Add thank you pageTraining

When a question list is completed and sent, you can show a page where you can add a text to thank the filler and add buttons for actions such as printing. We tell you more in this training.

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26 days ago
I
Inge KuijpersInfolander
published in FLOW (Cases)

Use coordinator form for CasesTutorial

The coordinator form is a form that you can fill in throughout the term of a case. Each case type can have one coordinator form. In this training we tell you how to design, change and apply this form.

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26 days ago
I
Inge KuijpersInfolander
published in FLOW (Cases)

How do you give users rights to the application management components for Cases?Tutorial

In ‘Application management’ you will find various management components for Cases. You can determine which users have rights for each part via 'Central permissions'. We explain how you do that and what you can do with each part in this training.

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26 days ago
I
Inge KuijpersInfolander
published in FLOW (Cases)

Reporting on CasesTutorial

In the Reporting module you will find a number of reports related to cases. We explain in this article what these are and what the report means.

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26 days ago
I
Inge KuijpersInfolander
published in FLOW (Cases)

Create a 'Mobile reporting form'Tutorial

You can use a mobile reporting form in the Zenya Capture app and you can use it to be completed by external parties via a link on, for example, your website.In this training we explain how you can make such a form.

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I
26 days ago
I
Inge KuijpersInfolander
published in FLOW (Cases)

Public filters for CasesTutorial

In the list of cases you can use filters. For commonly used filters used by multiple people, you can create ‘public filters’.In addition, public filters are also used when creating diagrams about cases on the Dashboard of a portal.We explain how to make a public filter in this training.

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27 days ago
I
Inge KuijpersInfolander
published in FLOW (Cases)

How do you determine who can do and/or see what with a case?Tutorial

We have a number of roles for cases, each role has certain rights.In this training we explain which roles there are, which rights belong to the role and how you can set who has which role.

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I
27 days ago
C
cindy segersInfolander
published in FLOW (Cases)

Use organizational structure as a subject tree for casesTutorial

If you want to set permissions per organization unit for a case type, you can use the organizational structure you have captured in Zenya as a subject tree. In this training we explain how you can apply this.

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C
27 days ago
C
cindy segersInfolander
published in FLOW (Cases)

Classification model for analyzing causes in casesTutorial

You can use a classification model to analyze causes in cases. You can then classify the root causes and perform analyzes about the causes.In this training we explain how you can add or change classification models yourself.

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C
27 days ago
C
cindy segersInfolander
published in FLOW (Cases)

Subject tree - determine rights for cases per 'subject'Tutorial

For case types you can use a ‘subject tree'. With a subject tree you can determine per subject who has which rights for a case on that subject.In this training we explain how to make a subject tree.

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27 days ago
I
Inge KuijpersInfolander
published in FLOW (Cases)

New with Zenya Flow?Tutorial

Have you just come to know the 'Cases' module'? This document describes the most important concepts in this module and gives you a brief introduction to the possibilities.

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27 days ago
I
Inge KuijpersInfolander
published in FLOW (Cases)

Have externals add a case, how do you do that?Tutorial

If you have a form that you want to have completed by external persons, you can use ‘mobile forms'.You can then make the form available on your website, for example, via a link.In this training we explain what the possibilities are and what you have to do for that.

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I
27 days ago
I
Inge KuijpersInfolander
published in FLOW (Cases)

Handle a to-do to draw a causal treeTutorial

You have been given a task to handle a to-do ‘draw a causal tree’. How do you do that?In this training we explain what to do.

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27 days ago

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