SASSIE

Getting Started in Sassie 14

• Step One: Creating your Client and Survey
• Step Two: Adding Questions to your survey and managing changes
• Step Three: Adding Locations
• Step 4: Create a Test Shop and Test your Question List
• Step 5: Scheduling your shops
• Step Six: Assigning your Shops
• Step Seven: Reviewing your shops
• Step Eight: Publishing your shops

View all 14

Clients 3

• Getting started
• Client Setup
• Client Administration

Surveys 4

• Survey Management
• Question Management
• Translations
• Survey FAQs

Scoring 2

• Scoring terms and concepts
• Locking shops

Scheduling 4

• Manual Scheduling
• Wave Manager
• Routes and Circuit Scheduling
• Main Scheduler Page

Autoscheduling 8

• Autoscheduling - Creating a Profile
• BEMS log
• Autoscheduling - Creating the Session
• Autoscheduling - Assigning Shoppers to Open Shops
• Creating a Session with Self-Assign settings
• Qualified Self-Assign
• Circuit Scheduling
• Autocancel

Shoppers 10

• Shopper Export
• Bulk Email Shoppers
• Payment Methods
• Reset Shopper Password
• Creating a New Shopper Account
• Entering Social Security Numbers
• Shopper Announcement
• Shopper Citations

View all 10

Password Reset 2

• Shopper Passwords
• Manager Passwords

Shopper Billing 2

• Shopper Billing Overview
• Shopper Billing

Reviewing 3

• Disabling Rulez on Review for a Survey
• Job Status
• Date Types

Testcaster 1

• Qualifications

Features 23

• API
• AI Reviewing
• Appeals
• Auto Change Help
• Auto Change Library Help
• Auto Change Rule Library
• Collaboration
• Collaboration - Return Shops

View all 23

Misc. 6

• Current Security Documents and Scans
• E-mail Deliverability
• Current Security Documents and Scans - Sassie
• Current Security Documents - AWS
• Coverage Analysis
• Privacy Shield Policy

Support 4

• Support Help
• FAQ
• System
• Training videos

Social Reviews 0

Help 25

• Admin Shop Log
• AutoScheduler Self-Assign Help
• AutoScheduler: Post Shops (Step 6)
• AutoScheduler: Selecting Shoppers (Step 4)
• AutoScheduler: Self Assign
• AutoScheduler: Choose Distribution Method (Step 5)
• AutoScheduler: Process Applications Options
• AutoScheduler: Select Locations (Step 2)

View all 25

Reporting 3

• Reports
• Interface
• Exports

Getting started in Dragon 9

• How to get to Dragon
• Layout Information
• Managing Views
• Exporting Data
• Distribution and Sharing
• Adding Widgets to a View
• Widget Settings
• EKG

View all 9

Widgets 41

• Action Item Counts
• Action Item Counts by Level
• Action Item Log
• Action Item Progress
• Action Items - Risk Distribution
• Announcement
• Company Overview
• Custom Heat Mapping for the Dragon Map Widget

View all 41

Dragon Dashboard App 2

• Dragon Dashboard app - Android APK
• Dragon Dashboard App

Dragon 2021 1

• Dragon 2021

System Overview 5

• Client Setup
• Survey Setup
• Adding locations/ Approving Forms
• Scheduling and Reviewing a Shop
• Setting up Client Reporting

MSP System Setup 1

• Tracker Notice

Setting up your clients 4

• User Permissons
• Default System Administrator Permissions
• Client-side Permissions
• Basic Scoring

Scheduling Your Shops 1

• AutoScheduler

Reviewing Your Shops 0

Modules 0

Introduction 6

• Examples
• Overview
• Setting up RuleZ
• Writing RuleZ
• Testing and Troubleshooting
• Advanced RuleZ

Reference 5

• Job Data
• Basic RuleZ
• Question data
• Shopper data
• Reference list

Video Examples 1

• Video Examples