System Workflows and Tools

Processing functions to help you manage the application.

• Replace Company

  Replaces one Company record reference with another Company record in all related data tables. Navigation Main Menu > Companies > Replace Companies Applies To:    Enterprise    Plus    Basic Overview T...

• Replace Postal Codes

  This workflow is used to bulk update, delete, or import Postal Codes. Navigation Main Menu > Selects > N-Z >  Postal Codes Applies To:    Enterprise    Plus    Basic Overview WARNING!  There is no und...

• Replace Room

  Navigation:    Admin Menu »» System Tools »» Replace Room Applies To:    Enterprise    Plus    Basic Overview Replaces one Room in Course Sections with another Room. The Unwanted Room may be deleted i...

• Replace Staff

  Navigation:    Staff Menu   Applies To:    Enterprise    Plus    Basic Overview Replaces one Staff record reference with another Staff record in all related Course and Client data tables.   Warning:  ...

• Scan Attendance

  Navigation:    Admin Menu > System Tools > Scan Attendance   Applies To:    XenEnterprise    XenPlus    XenBasic Overview Import attendance from records prepared using the XenDirect Form Image Scannin...

• Send Email Companies

  Used to send an email to a single Company. Navigation:  Main Menu > Companies Applies To:    Enterprise    Plus    Basic Details When in the view mode of a Company record, a user can send a single ema...

• Upload User Reports

  Navigation:    Admin Menu »» System Tools »» Upload User Reports   Applies To:    Enterprise    Plus    Basic 5/29/18 This feature has been replaced with InSight Pro and is no longer available. Organi...