Dashboard

How to mark an application as a favorite?

You can select your favorite applications and show them in the dedicated box on your dashboard!

Written by Nick Last updated January 2020

0

How to create a Widget Alert message on the Dashboard?

You can display some custom messages on the dashboard for all your users, see how!

Written by Nick Last updated May 2023

0

How to change my password?

You can change your password directly from your dashboard, keep it safe!

Written by Nick Last updated January 2020

0

How to register/invite a new user in my dashboard?

You can invite an unlimited number of users, see how it's easy!

Written by Nick Last updated January 2020

0

How to create a new structure in my organization?

A structure is a unit inside of your organization that belongs to a specific area. How to create one?

Written by Nick Last updated January 2020

0

How to activate/configure IT Protocol / Documents management

How to activate the Protocol application and specify its initial settings

Written by Nick Last updated March 2020

0

[Summary] IT Protocol management manual, document flow and archives

A summary of the basic knowledge about the IT Protocol workflow

Written by Nick Last updated March 2020

0

IT Protocol - Documents registration

Explanation on the registration for documents in the IT Protocol (arrival, departure, internal and deferred protocol)

Written by Nick Last updated March 2020

0

How to grant access to the IT Protocol to a new operator

Short guide to understand how to grant access to the IT Protocol and how to select the structures on which the operator can work

Written by Nick Last updated March 2020

0

IT Protocol - I can't select a structure from the list OR I can't operate on my structure, why?

I can't select a structure from the list, why? I can't operate on my structure, why?

Written by Nick Last updated March 2020

0

Human resources applications: Workflow

How do the Human Resources applications work? What is the workflow from the request to the final approval?

Written by Nick Last updated March 2020

0

Human resources applications: Configuration

The application "HR - Configuration" allows you to set-up all the information about the human resources applications

Written by Nick Last updated March 2020

0

Human resources applications: Requests

The application "HR - Requests" allows structured and enabled users to submit requests to the Human resources office (Staff affairs unit)

Written by Nick Last updated July 2020

0

Manage Roles and Positions

The application "Manage Roles and Positions" allows the management of the job framework of your users, and to register roles/delegations

Written by Nick Last updated March 2023

0

Spaces and resources Reservation

The application "Spaces and resources Reservation" allows the process of reservation/booking of spaces and the management of the procedure.

Written by Nick Last updated March 2023

0

How to define Spaces within my organization?

The application "Manage Spaces" allows the process of management and organization of the spaces and facilities within your organization

Written by Nick Last updated March 2023

0

How to assign a space to a colleague/operator?

The application "Assign Spaces" allows to assign a work space to colleagues and operators within your organization.

Written by Nick Last updated March 2023

0

I can't assign a space to an operator

Why is a space not available in the selection tab?

Written by Nick Last updated March 2023

0

Manage Staff Records and Career Events

The management of staff records and career events, all in one place

Written by Nick Last updated March 2023

0

Manage and Create a Government Body

How to create a new Government Body for the management of Sessions Records and Deliberations

Written by Nick Last updated April 2023

0

How to define the sections of a Session

How to manage and creates new categories for the sections of Deliberation Proposals.

Written by Nick Last updated April 2023

0

How to Create a new Session (Organization Government Body)

The guide explains the management and creation of a new session of a government body, referred to an organization government body.

Written by Nick Last updated April 2023

0

How to submit a Deliberation Proposal to an active Sessions?

The guide explains the management and submission of a new Deliberation Proposal to an active Session to which your structure has been invited.

Written by Nick Last updated April 2023

0

How to approve/reject a Deliberation Proposal?

The guide introduces how to manage the validation of Deliberation Proposals by the session manager.

Written by Nick Last updated April 2023

0

How to Consolidate and close the Deliberation Proposals step

The guide explains how to consolidate the deliberation proposals that have been accepted in order to generate the Agenda of the Session.

Written by Nick Last updated April 2023

0

How to generate the Session Agenda and Invite the Body members

The guide explains how to generate the Agenda of the Session and forward an invitation to the Members of the Government Body.

Written by Nick Last updated April 2023

0

How to define the Minute Secretary for a Session

The Minute Secretary is a member that will be responsible to report the results of the discussion. The guide explains how to manage the election of the Minute Secretary.

Written by Nick Last updated April 2023

0

I am member of a Government Body, Where can I check the Deliberation documents?

Each member of a Government Body will have access to the whole documentation provided as soon as it is approved and the invitation is sent.

Written by Nick Last updated April 2023

0

I have been elected as Minute Secretary, what should I do?

The elected Minute Secretary will be in charge of reporting the outcome of the discussion of the Government Body

Written by Nick Last updated April 2023

0

How to Generate the final Proceeding Documents for a Session? (Organization Government Body)

The guide explains how to conclude the workflow of the Session Management, by generating the final report and proceeding documents.

Written by Nick Last updated April 2023

0

Management of a Government Body Session (Workflow Overview)

The guide explains the general workflow of the Session Management, from the Management of the body members to the final proceeding documents.

Written by Nick Last updated April 2023

0

How to send a manual Toolbar Notification to an user

The guide explains how to use the Notification Center to manually send a Toolbar Notification to an individual user.

Written by Nick Last updated May 2023

0

How can I deliver mass communication to users, or categories of operators?

The guide explains how to use the InfoComm service, which allows to deliver communications through different channels - such as in the widget, in the toolbar or via email. The service also allows to send messages to categories of users.

Written by Nick Last updated May 2023

0

How to be enabled for a Channel of Communication?

The guide explains how to use and be enabled for specific channels in the InfoComm service, which allows to deliver communications through different channels - such as in the widget, in the toolbar or via email.

Written by Nick Last updated May 2023

0

What is a Permission Package?

The guide explains what is a Permission Package and how it can support the authorization process of permissions for our applications!

Written by Nick Last updated July 2023

0

How to request a Certificate for a Digital Signature? (Free)

The guide explains how to request a Digital Signature Certificate for free to Digitally sign documents with OpenStudio Digital Signature service.

Written by Nick Last updated September 2023

0

How to install OpenStudio Certificate Authority?

The guide explains how to install OpenStudio Certificate Authority to validate digitally signed documents even offline and on Desktop Apps.

Written by Nick Last updated September 2023

0

How to verify the Digital Signature of a Signed Document?

The guide explains how to verify if the Digital Signature of a signed document is valid, through different available services.

Written by Nick Last updated September 2023

0

Who is authorized to request a Digital Signature?

The guide explains who is allowed to request a Digital Signature certificate, and how to grant the permission.

Written by Nick Last updated September 2023

0

How to Digitally Sign a Document with Openstudio

The guide explains how you can use Openstudio Digital Signature service to Sign a document.

Written by Nick Last updated September 2023

0

Digital Signature - Known issues and Improvements

This resource lists the currently known issues and future implementations in the application "Digital Signing of Documents".

Written by Nick Last updated September 2023

0

Manage Authorization Groups - Walkthrough

This resource explains all the functionalities of the modern "Manage Authorization Groups" application

Written by Nick Last updated October 2023

0

Who can access Manage Authorization Groups?

This resource explains who are the authorized members to access the application for Groups Management.

Written by Nick Last updated October 2023

0

What are the Environments, Group types and Population in Manage Authorization Groups?

This resource explains the different characteristics a group can have in the groups management workflow.

Written by Nick Last updated October 2023

0

Who is a Delegate for a Group?

This resource explains the role of the Delegate of a Group in the application "Manage Authorization Groups"

Written by Nick Last updated October 2023

0

How to create a new Authorization Group?

This resource explains how an authorized member can create a new group in the application "Manage Authorization Groups".

Written by Nick Last updated October 2023

0

How to Modify an Authorization Group?

This resource explains how you can change the information of a group in the "Manage Authorization Groups" application

Written by Nick Last updated October 2023

0

How to add or remove a Delegate for an Authorization Group?

This resource explains the operations you can perform on Delegates for a group in the "Manage Authorization Groups" application, such as adding a new delegate or removing an existing one.

Written by Nick Last updated October 2023

0

How to define a Membership Rule for a Calculated Authorization Group

This resource explains how you can manage Membership Rules for a Calculated Group type in the "Manage Authorization Groups" application

Written by Nick Last updated October 2023

0

A calculated members is not Acquired yet, what does it mean?

This resource explains the workflow on calculated memberships and their acquisition.

Written by Nick Last updated October 2023

0

Manage Deactivation Events for an Authorization Groups

This resource explains all the functionalities of the modern "Manage Authorization Groups" application

Written by Nick Last updated October 2023

0

What is a Calculated Group?

This resource explains the functionality of a Calculated Group in the "Manage Authorization Groups" application

Written by Nick Last updated October 2023

0

Why can't I modify some groups? (Default groups)

This resource explains the limitation of modifying certain groups, those marked as default groups.

Written by Nick Last updated October 2023

0

How to enable a user for Surveys Management?

This resource explains how an internal user can be elected to manage surveys and questionnaires.

Written by Nick Last updated December 2023

0

How to create and prepare a new Survey?

This resource explains how to create a new survey with the OpenStudio-LimeSurvey dashboard

Written by Nick Last updated December 2023

0

Where can I find the surveys my team has shared with me?

This resource explains where internal users can find the surveys for which they have been included as participants.

Written by Nick Last updated December 2023

0

How can I login into the Surveys Administration Dashboard?

The resource explains where a survey administrator can access the survey dashboard, for the management and creation of surveys.

Written by Nick Last updated December 2023

0

Permissions for the Surveys Management service (Surveys)

The resource explains the different permissions that you can come across in the Surveys application.

Written by Nick Last updated December 2023

0

Can I include an external participant to one of my Surveys?

The resource explains how to include an external user as participant of a survey, when the survey is in the closed-access mode.

Written by Nick Last updated December 2023

0