Help
Nomenclature
What is the HOME module?
BizTRAQ comes with some default Modules and one of the is Home, which is just a dashboard.
What are Modules and Submodules/Libraries?
In BizTRAQ, a Module is a top-level container that can contain a collection of Submodules, also known as Libraries, each with its own properties, security settings, custom fields, and workflows.
What are Predefined/Default Modules?
Out of the box, BizTRAQ comes with four predefined Modules – Assignments, Contacts and HIPAA (for the healthcare industries), which are built-in Modules.
What is Metadata?
The basic data entered into forms are called metadata – such as name, email, company, description, etc.
What is the Menu?
The list of Modules and Submodules that is displayed on the left of BizTRAQ application is the Menu. It comes with default modules which are: Home, Assignments, Contacts and HIPAA for Healthcare.
How do you find the product version number?
BizTRAQ version numbers indicate changes in the software product. As developers update and improve BizTRAQ, there will be a new version of it available for end users.
User
How to Log in and Log out of BizTRAQ
Steps to show how to log in and out of the BizTRAQ system.
Add new user
Here we explain how to add a new user for BizTRAQ
How to add a Guest User
Here we show the steps to create a guest user
Settings
How to upload a custom logo
By default, BizTRAQ comes with its own logo. However, BizTRAQ allows you to upload your own custom logo.
Sending Test Email with the server default email server
Send email without the default BizTRAQ server
Customers can use their own email servers for sending out emails rather than BizTRAQ’s email server. Users can enter their own email server settings and send out test emails.
Creating and assigning an icon to a custom module
In BizTRAQ, a part of the default modules, the user can create custom modules. This tutorial will guide users about creating and adding a custom icon to a module.
Show/Hide Menu items
How to create a Group
Here you will see how to create a Group where you can later add multiple users.
How to view Groups
Customers can use their own email servers for sending out emails rather than BizTRAQ’s email server. Users can enter their own email server settings and send out test emails.
Home
How to add an announcement
BizTRAQ comes with some default Modules and one of them is Home, which is a dashboard. On this dashboard, users can add and see announcements, Calendar, and Ticket Status
Favorite
How to mark as favorite and view favorites
Marking a library as a favorite will show up the library/submodule as favorite on BizTRAQ. When you mark a library/submodule as a favorite, it appears as a favorite in your account only. It doesn’t appear as a favorite for anyone else.
How to Unmark as Favorites
“Unmark as Favorites” a library that was “Marked as Favorites” earlier
Assignments
How to create a Ticket
Assignments is a fully functional Tickets, Tasks and Reviews Module which can be used for both internal and external collaboration. Tickets, compared to Tasks, require more detailed information to be entered.
How to create a Task
Tasks are faster and simpler to create and automatically assigned to the user creating it. Tasks are convenient when a user wishes to create numerous, say, things to do, quickly.
How to create a Review
In addition to creating and assigning tickets, users can now assign tasks and send items/records for review and approval.
Library
Creating and Deleting a Library
This tutorial shows how a user can create a custom library and delete it if necessary.
Library properties
This manual shows all the available functionalities and usages in the “Properties” of a “Library”.
Grid View Creation
BizTRAQ allows two types of views. “Grid View” and “Summary View”. This tutorial shows the detailed process of “Grid View”.
Creating a shortcut
BizTRAQ allows users to create “Shortcut”. Shortcuts help users to add an “Item” without even going to the “Library”. This tutorial shows how to create and use “Shortcut” in BizTRAQ.
Sharing External Content
How to share content externally
The customer can create an externally accessible web page containing PDF documents for non-authenticated users to access. For example, users with HR Forms or PDF forms that require completion or signatures can be made available for external users with built-in PDF writing and submission capabilities, with complete security and compliance.
Rules
Number Rule
BizTRAQ allows users to set conditions on fields to achieve certain desired goals. “Number Rule” is one of them. This rule only works on the “Number” fields.
String Rule
This tutorial shows the creation, functionality and usage of the “String Rule”.
Math Rule
As the name suggests, “Math Rule” is there for all sorts of calculations. This can be used to sum, subtract, multiply, divide and other mathematical calculations.
