PlanPlus™ Online New Features

Do you have questions? Here are some answers

PlanPlus^tm Online has a great deal of functionality and capability.  Consequently, it is the perfect tool for many users with numerous requirements, but the challenge for our staff is to offer the appropriate training resources for each and every unique user.

This Blog offers quick vignettes of PPOL usage.  You may also go to our video file that starts at http://www.screencast.com/t/DF5kXbih  Here you can see many videos of training episodes and review them in order.

In the upper left of this Blog you will see a link to the PPOL Support Page.  Here you may review the Frequently Asked Questions, Provide Feedback or Ask for Assistance and detail your question.

We have been hosting weekly webinars - most of which are free - those that are "pay for view" are specific to some areas that will continue to expand the possibilities of PPOL.

And, of course,  leave your comments right here.  We track and honor the comments left at this blog as well.

PlanPlus Online Daily Webinars

Drop into a regularly scheduled webinar at www.planplusonline.com/webinars

Ask questions and note that the path to being organized the quite straight forward.

Project Module - Great tool for small, consistent projects

Manage Customer Cases/Tickets with the Support Module

The Support Module is being used in a variety of different environments from Human Resources and Personnel Management to Sales Issue data capture and Customer Support Managemenet.  The Support Module can be deployed exclusive of all other PPOL features to provide the cornerstone for the support organization to capture customer issues, escalate and resolve, and provide Call Center performance metrics. 

Setting up additional users - Add Licenses, then Users, then Roles

Once you have added a new user, it seems obvious, but like the "bike riding" analogy you need some help the first time. 

Review the PDF from the Administrator training class (click here) to get a thorough explanation of setting up new Users.

It is Important to remember:

1.  A New User must have a valid Role Assigned before he may log in.

2.  Users are responsible for their own Passwords.  The Administrator may assign a new User a Password, but the new User maintains that password or changes it as he wishes.

3.  Users may be removed from the application by removing any Roles assigned to User profile.

See the Admin Guide to learn about setting up new Users and establishing their sharing rights with other users.

Designing a Report? Save a Search first

Reporting from your database is one of the most empowering aspects of PlanPlus Online.  There are a number of report tools, but to create a custom report you must first define the search criteria of the data you wish to report.  That search criteria is yours to define and save in the Advance Search area of the entity of interest.