Any time you're in a view in RPM, you'll see a Download button on the right side of the toolbar. This button will generate a .xlsx file that you ...

Form History records the Category, ID, What, Method, Value, When, By, Role, and User ID of all edits made to a form. The History of a form can be found unde...

If you have forgotten your username, click Forgot username? from your logon page.  In order to receive your username, the email address you provide mus...

If you have forgotten your password, click Forgot password? from your logon page.  In order to receive your password, the username and email address...

Setup The Duration field is used to capture data related to units of time.  The Eligible unit(s) are: seconds, minutes, hours, days, weeks, m...

View To add fields to a view from a table field, edit view.  Under Columns click Select columns. Table fields have their own secti...

The purpose of dashboard filters is to reduce the number of dashboards you have to create to display the information you want.  Consider an organization...

Use dashboard pages to provide users with organized access to data you know that they want and use frequently.  Consider a dashboard that displays lagg...

Have a dashboard that you want to display in a common area of your office?  For example, maybe you want to display the number of days since a lost time...

When referencing forms from a process in another process, you can select a view of forms to display. For example, if you have a process tracking assets, yo...