Topics started by Inge Kuijpers

119 Topics

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Inge KuijpersInfolander
published in Other modules and add-ons

Taking over responsibilities and permissions from another userTutorial

If someone takes over the position or activities of another user, you probably also want the permissions and responsibilities of the 'old' user to transfer to the 'new' user. For this we have the functionality 'Take over responsibilities'. This training tells you more about it.

20
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2 months ago
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Inge KuijpersInfolander
published in FLOW (Cases)

Limit field of type 'user' to certain roles, how do you do that?Tutorial

Within the workflow of a case type it is possible to plot actions to users with a certain role, for example to an actor. In this training we show how you can set this up within a case type.

10
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2 months ago
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Inge KuijpersInfolander
published in DOC (Documents)

Edit / write web documents with the internal editorTutorial

In addition to MS Office documents, such as Word and Excel files, you can also edit / write so-called web documents in document management.Web documents are not written using MS Office, but with an editor available in the application itself: the internal editor.Knowledge of this editor is important for both the writers and the document administrators of your organization. This training is a good basis for building this knowledge!

30
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2 months ago
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Inge KuijpersInfolander
published in DOC (Documents)

Check documentsTutorial

If you want to periodically check whether published documents are still current and correct, you can do this by using ‘checking documents'.In this training we explain how you can organize this and how you can then perform the control.

40
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2 months ago
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Inge KuijpersInfolander
published in DOC (Documents)

New with Zenya DOC?Tutorial

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

30
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2 months ago
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Inge KuijpersInfolander
published in DOC (Documents)

Add a new documentTutorial

In the module ‘Documents’ you can manage your documents. It is of course also possible to add new documents. In this training we explain how you do that.

20
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2 months ago
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Inge KuijpersInfolander
published in DOC (Documents)

How do you create an interactive document?Tutorial

You probably know it: lengthy, static and especially time-consuming documents that you have to dig through to get to the essence. A waste of your precious time, right? In addition, people read less and less; nowadays we prefer to take in knowledge via video or photo. With the advent of interactive documents, searching for the right information in documents is a thing of the past.In this training we explain how you can create 'interactive documents.

20
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2 months ago
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Inge KuijpersInfolander
published in DOC (Documents)

Document type 'Process'Tutorial

You can use documents of the 'Process' type to draw and work out processes'. If you have a license for Processes, you automatically have this document type.In this training we explain how you can further furnish this document type yourself.

100
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2 months ago
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Inge KuijpersInfolander
published in DOC (Documents)

Document types for 'Office documents'Tutorial

Document types are available in Zenya for Office documents such as Word and Excel. You can read more about it in this article.

20
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2 months ago
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Inge KuijpersInfolander
published in DOC (Documents)

Edit structured documentsTutorial

In Zenya you can use the document type ‘ structured document ’ to write documents according to a specific template with a predetermined structure.In this training we explain how to write and edit such a document.

50
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2 months ago
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Inge KuijpersInfolander
published in DOC (Documents)

How can you set user roles for documents?TUTORIAL

User roles allow you to determine very specifically what permissions someone has to documents and document folders. What all possible permissions entail is explained in the article about the user roles.We explain how you can create and apply the roles in this training.

30
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2 months ago
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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.

40
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4 months ago
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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.

40
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4 months ago
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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.

00
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4 months 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.

40
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4 months ago
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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.

00
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4 months ago
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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.

30
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4 months ago
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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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4 months ago
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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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4 months ago
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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.

30
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5 months ago
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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.

00
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5 months ago
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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.

00
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5 months ago
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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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5 months ago
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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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5 months ago
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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.

10
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5 months ago

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