2021 Roundtables Session 3: How to Use Overlooked Features to Improve Your Efficiency

#9

I’ll add here that FSS does have a standardized writing template we use for our forms, that way we can also ensure that our searches will be more consistent due to every form being written the same way. That template helps quite a bit when searching for specific words.

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#10

The question I had is as follows… With the My Rules using email notification, is it linked to the general email notification settings or maintained separately. To clarify, if someone accesses the email notification from their settings and adjusts it to “Receive No Messages”, will they still receive the my rules notification? @rob.carpenter

#11

@marco.zinken I believe EA is not an IC because it’s a tool inside the product.
@matthew.myhre EA will not trigger the running of a report. It will trigger a notification if the threshold is crossed. I wouldn’t consider it a report. It’s a tool to help you avoid opening and review report data on a regular basis.
@brittany.byington.1 We are always considering enhancements. I don’t know of any that will be included in next release. I do encourage users to submit enhancement ideas through User Voice.

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#12

Does your template have choices as opposed to direct user input? We find that users are inconsistent in their input if left to enter on their own.

#13

@carina.woodruff.1 Yes it will still email. Receive No Messages is tied to task messaging

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#14

@brittany.byington.1, I have so many User Voice ideas for improving Analyzer Agents and Event Cards! Please vote for them!

#15

We have a defined training system for all of our writers using the forms provided by the MasterControl Process Module. The entries are direct user input, but due to the training we provide for all of our writers we are able to collect consistent entries between our forms.

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#16

Austin,

I don’t see any information for Session 2 for 2020 at the bottom of this page - is there a specific reason for that?

#17

@brenda.johnston I can see it. It is out of order so it’s at the bottom of the list on my screen

#18

I see 4, 3 and 1 in that order but I don’t see 2.

#19

@brenda.johnston Our vendor pulls in suggested topics and sometimes these are not pulled in order. Are you looking for the link to Session 2 from 2020?

Here is the link to the discussion board for that session: 2020 Roundtables Session 2: Save Time and Effort With the Validation Excellence Tool (VxT)

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#20

Thanks Rob! We are considering implementing EA, but did not want to take the time to do so if it would be phased out by Insights.

#21

@rob.carpenter I have been monitoring our license use via a custom report that I built from the License Usage canned report. I have my custom report filtered to the last date/time a licenses exceeded the 90% threshold. This leaves the report empty until the threshold is breached again. Is this a case would the My Rules automatically notify me that there are new results in this report, or do I have to have an aggregation for total results for the My Rules to read?

#22

@sean.ploeger It will only notify you if you cross the established threshold, not of new results.

#23

@rob.carpenter What if I set the threshold in the My Rules at 0?

#24

@sean.ploeger that would work if the thresehold is zero and the trigger is > than 0

#25

What are the MC Setting requirements for using My Rules? When I attempted to use it yesterday, I received a portal error message.

#26

@amanda.browde I would suggest reaching out to Technical Support to assist. Support can walk you through assigning the rights and investigate the error message as well.

#27

I also received the same error and I am logged in as sysadmin.

#28

I would reach out it Tech Support.