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CMO Video Vault

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CMO Video Vault
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
Org Units

    Creating Org Units and Sub-org Units

    Creating and Explaining Org Unit Types

    Importing Org Units
Entities

    Creating Entities and Assigning Org Units

    Adding new fields to an Entity Record

    Creating and Assigning Entity Types

    Importing Entities 
Users & User Groups

Creating New Users

Edit User Assignments

Assign User Groups

Change a User's Superior 

Add, Edit, Remove a Job Title

Importing Users

User Groups: Introduction - What and Why

 
Sources     Import Sources and Obligations
Dashboards

    Create a New Dashboard

    Allow to Create Public Dashboards
Forms

Building a Form (Introduction)

Building a Form (Overview)

Create and Assign Action Categories & Assign User Roles

Create New Finding Category 

Create Event Categories for Reporting 

Configure Findings to display 3 Risks: Risk, Target Risk, & Residual Risk

Flag Event Categories and Types for Filtering and Reporting 

Configure the Radio Button or Checkbox List response type
[Form] Response Checkboxes

JTAA (Jump to Add Attachment)

JTN/A (Jump to Next Finding / Action) 

JTNQ (Jump to Next Question)

JTNR (Jump to New Reference)

JTQC (Jump to Question Comment)

JTR (Jump to Reference)

JTSR (Jump to Select Reference) 
[Form] Response Types

Actual Severity

Button

Capture GPS

Checkbox

Complete Form - Workflow

Confidential

Currency List

Date

Dropdown

Dropdown (Editable)

Event Category/Type

Form

Heatmap

Hours Worked

Hyperlink

ICWS

Items/Sub-Items

Line Break

Multi-level Dropdown

Not Applicable

Number

Party Involved

Percent Calculations

Potential Severity

Radio Button

Range

Reference Location

Risk Assessment

Score

Signature/Freedraw

Status

Text 

Time
Roles    Create a New Role
Bulletins    Create Bulletins and assign to Users / Org Units / Entities / or Roles

 

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