This guide houses training and client success videos for CMO Compliance. Select a category to view the associated informational videos.
Please Note: The majority of the videos on this page apply to v15.02 but are still relevant in current versions.
System Administration Videos
|iOS||How to set the iOS Server Address|
|Users & User Groups||
|Sources||Import Sources and Obligations|
|[Form] Response Checkboxes||
|[Form] Response Types||
|Roles||Create a New Role|
|Bulletins||Create Bulletins and assign to Users / Org Units / Entities / or Roles|
|Event Register||Configure the Column Display in the Event Register|
|Importing||Import Finding Categories, Event Categories, and Event Types|
Business Rule Videos
|Business Rule Settings||
Business Rule Settings are found via Admin > Business Rules > Click on your company name.
|Setup||Roll up Sub-section Scores to a Section|
|Add Reference||Activate New Reference menu options|
|Business Rule Cog Wheel Menu||The Cog Wheel menu is found via Admin > Business Rules > Click the cog wheel next to your company name|
|Event Status||Add/edit an Event Status and assign which Roles can change the Event Status|
|Action Management Process|
|Misc. Business Rule Videos|
Role Permission Videos
|Org Unit Permissions||Allow Manage Default Org Unit Assignment|