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Sassie
Getting Started in Sassie
15
Step One: Creating your Client and Survey
Step Two: Adding Questions to your survey and managing changes
Step Three: Adding Locations
Step 4: Create a Test Shop and Test your Question List
Step 5: Scheduling your shops
Step Six: Assigning your Shops
Step Seven: Reviewing your shops
Step Eight: Publishing your shops
View all 15
Clients
3
Getting started
Client Setup
Client Administration
Surveys
4
Survey Management
Question Management
Translations
Survey FAQs
Scoring
2
Scoring terms and concepts
Locking shops
Scheduling
4
Manual Scheduling
Wave Manager
Routes and Circuit Scheduling
Main Scheduler Page
Autoscheduling
8
Autoscheduling - Creating a Profile
BEMS log
Autoscheduling - Creating the Session
Autoscheduling - Assigning Shoppers to Open Shops
Creating a Session with Self-Assign settings
Qualified Self-Assign
Circuit Scheduling
Autocancel
Shoppers
10
Shopper Export
Bulk Email Shoppers
Payment Methods
Reset Shopper Password
Creating a New Shopper Account
Entering Social Security Numbers
Shopper Announcement
Shopper Citations
View all 10
Password Reset
2
Shopper Passwords
Manager Passwords
Shopper Billing
2
Shopper Billing Overview
Shopper Billing
Reviewing
3
Disabling Rulez on Review for a Survey
Job Status
Date Types
Testcaster
1
Qualifications
Features
21
API
Kaizen Action Plan
External Collaboration
Locationless Jobs / Web & Phone Shops
Nevada Blocker
Social Media Monitoring
Review History
Auto Change Library Help
View all 21
Misc.
6
Current Security Documents and Scans
E-mail Deliverability
Current Security Documents and Scans - Sassie
Current Security Documents - AWS
Coverage Analysis
Privacy Shield Policy
Support
4
Support Help
FAQ
System
Training videos
Social Reviews
0
Help
25
Admin Shop Log
AutoScheduler Self-Assign Help
AutoScheduler: Post Shops (Step 6)
AutoScheduler: Selecting Shoppers (Step 4)
AutoScheduler: Self Assign
AutoScheduler: Choose Distribution Method (Step 5)
AutoScheduler: Process Applications Options
AutoScheduler: Select Locations (Step 2)
View all 25
Reporting
3
Reports
Interface
Exports
Dragon
Getting started in Dragon
9
How to get to Dragon
Layout Information
Managing Views
Exporting Data
Distribution and Sharing
Adding Widgets to a View
Widget Settings
EKG
View all 9
Widgets
41
Action Item Counts
Action Item Counts by Level
Action Item Log
Action Item Progress
Action Items - Risk Distribution
Announcement
Company Overview
Custom Heat Mapping for the Dragon Map Widget
View all 41
Dragon Dashboard App
2
Dragon Dashboard app - Android APK
Dragon Dashboard App
Dragon 2021
1
Dragon 2021
Classie
System Overview
5
Client Setup
Survey Setup
Adding locations/ Approving Forms
Scheduling and Reviewing a Shop
Setting up Client Reporting
MSP System Setup
1
Tracker Notice
Setting up your clients
4
User Permissons
Default System Administrator Permissions
Client-side Permissions
Basic Scoring
Scheduling Your Shops
1
AutoScheduler
Reviewing Your Shops
0
Modules
0
RuleZ
Introduction
6
Examples
Overview
Setting up RuleZ
Writing RuleZ
Testing and Troubleshooting
Advanced RuleZ
Reference
5
Job Data
Basic RuleZ
Question data
Shopper data
Reference list
Video Examples
1
Video Examples