Meeting Date | Topic | Recording |
|---|
August 2021 |
| ProcessMAP Insight Monthly User Group - August 2020.mp4 |
July 2021 |
| |
June 2021 | Dynamic Dashboards - New Features - UI and toolbar Locations
- Fields Pane
- Target for Bar and Column visuals
- Improved Legends
- New KPI Visualizations
- Tab Customizations
- Visual Properties Improvement - Fonts, Values...etc.
- Custom Sorting... and much more.
| |
May 2021 |
| ProcessMAP Insight Monthly User Group May 2021.mp4 |
April 2021 |
| ProcessMAP Insight Monthly User Group April 2021.mp4 |
March 2021 |
| |
February 2021 |
| |
January 2021 | Potential New Production Reports for Most Modules - Customer Feedback Sessions - IMS - Summary report with Conditional Formatting
- Audit - Dynamic Dashboard with Drill-through
- Calendar - Action Item Performance Report
- Sus/PM - Weekly Summary Newsletter
- IH - Dynamic Dashboard
| ProcessMAP Insight Monthly User Group January 2021.mp4 |
November 2020 | Custom Report - Functional Specification Document ( Best Practices) - Title Page and Revision History
- Purpose of the Report - Audience
- Report Layout
- Sample Mockup
- Filters (Hardcoded/Prompts)
- Field Mapping
- Business Rules
- Naming Conventions
- Report Path/Location
- Distribution
- Assumptions - Confirmations
| |
October 2020 | Deep Drive into Insight Properties - Data Properties
- Page Properties
- Prompt Page Properties
- Query Properties
- Chart, Table, and Crosstab Properties
| |
September 2020 | Deep Dive into Combinations of Charts - What Type of Chart expresses data the best for the situation
- Combination Chart Details/Properties
- Sorting Data
- Importance of Query use with filters
- Group and Automatically Summarize a chart by Org structure
- Formatting Chart Reports
- Formatting Output
- Data Formatting
- Examine Headers and Footers
- Copying and Pasting for a variety
| ProcessMAP Insight Monthly User Group September 2020.mp4 |
August 2020 | Deep Dive into Crosstabs
- When should you use a Table Chart Type vs Cross Tab
- Crosstab Details/Properties
- Sorting Data
- Grouping Data
- Group and Automatically Summarize a Crosstab
- Formatting Crosstab Reports
- Formatting Output
- Data Formatting
- Examine Headers and Footers
- Aggregating Reports
| ProcessMAP Insight Monthly User Group-August 2020.mp4 |
July 2020 | Deep Dive Into List (Table) Report Building - When should you use a Table Chart Type vs Cross Tab
- Table Details/Properties
- Sorting Data
- Grouping Data
- Group and Automatically Summarize a List
- Formatting List Reports
- Formatting Output
- Data Formatting
- Examine Headers and Footers
- Aggregating Reports
| |
June 2020 | Getting to know Sustainability Model - Overview of the Model
- Navigation of the Model
- Key Measure available
- Best Practices on Filter to add to any report
- How to work with your time periods
- How to work Level vs Location Data
- How to work with Usage vs Emission Data
| |
May 2020 | Drill-though Reports - Persona Based Dashboards - Discover what Dynamic Dashboards are available (Templates)
- Benefits to Drill-through Reports – Pre-filtered, export to excel…etc.
- Building a Drill-through Strategy – Findings, Actions, Root Causes…etc
- How to Plan Parent to Child Report Relationships (Who, What, Where, When and How)
- Building Parent Visualizations per plan
- Building the Child report filters for all possibilities
- Learn how to add report to all or single visualizations
- Validation and Troubleshooting
| ProcessMAP Insight Monthly User Group May 2020.mp4 |
April 2020 | User Group Calendar/Task Data Model Review - Getting a high-level overview of the model
- Exploring the key Measures available within the model
- Learning how to work with your time-frames
- Learning how to navigate the model for Dimensions
- Discussing the best practices when it comes to adding specific filters to any report
- How to work efficiently with transactional/ raw data available for aggregation
| ProcessMAP Insight Monthly User Group April 2020.mp4 |
March 2020 | User Group Audit Data Model Review - Overview of the Model
- Navigation of the Model
- Key Measure available
- Best Practices on Filter to add to any report
- How to work with your time periods
- How to work with transactional/raw data for aggregation
| ProcessMAP Insight Monthly User Group March 2020.mp4 |
February 2020 | Learn about the Incident Model - Getting a high-level overview of the model
- Learning how to navigate the model
- Exploring the key measures available within the model
- Discussing the best practices when it comes to adding specific filters to any report
- Learning how to work with your time-frames
- And finally, exploring how to work efficiently with transactional or raw data available for aggregation
| ProcessMAP Insight Monthly User Group February 2020.mp4 |
January 2020 | Persona - Incident Management Dashboard Review and Demo - Corporate Leadership Dashboard
- Operational Leadership Dashboard
- EHS Manager Dashboard
- Specialty Dashboard – Powered Industrial Truck (PIT)
- System Admin Feedback on Top Login desktop & mobile issues
- Review ProcessMAP approach to addressing user login
| ProcessMAP Insight Monthly User Group January 2020.mp4 |
December 2019 | Report/Dashboard Folder Cleanup Methodology - Incident Management - Sample Report to show investigation Cleanup
- Audit Management – Sample Report to clean up Programs, Audits, and Findings
| ProcessMAP Insight Monthly User Group December 2019.mp4 |
October 2019 | - Review of showcased IMS report with Current Month, YTD, and PYD Incident Counts and Rates
- Review of showcased IMS report with Incident Counts and associated Action Items Closed
- Review of how to import external data from MS-Excel so as to compare the data with those captured on ProcessMAP platform, particularly within Insight
| ProcessMAP Insight Monthly User Group October 2019.mp4 |
September 2019 | - Review the Reports Inventory Library
- How to copy and/or modify Production Reports
- How to copy and/or edit Production Dashboards
- Learn how to add quick links to key custom outputs
- On-session survey on Insight user-adoption
| ProcessMAP Insight Monthly User Group September 2019.mp4 |
August 2019 | Delivering Persona-Driven Analytics ( A Review and Roadmap) | |
