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SASSIE

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Sassie
Clients Features Getting Started in Sassie Misc. Reporting Reviewing Scheduling Shoppers Social Reviews Support Surveys TestCaster
Dragon
Dragon 2021 Dragon Dashboard App Getting started in Dragon Widgets
RuleZ
Introduction Reference Video Examples
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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
Scheduling 7
  • Logs & Reports
  • AutoScheduling
  • Utilities
  • Route Mapper
  • Scheduling Types
  • Main Scheduler Page
  • Circuit Scheduling
Reviewing 7
  • Disabling Rulez on Review for a Survey
  • Job Status
  • Date Types
  • Locking shops
  • Mass Status Changer
  • Admin Shop Log
  • Reviewer Comment Administration
Reporting 3
  • Reports
  • Interface
  • Exports
Shoppers 6
  • Shopper Billing
  • Shopper Pages
  • Shopper Export
  • Bulk Email Shoppers
  • Shopper Self-Delete
  • Shopper Change Date
TestCaster 7
  • TestCaster - Main Page
  • Tests - Main Page
  • Create a New Test
  • Add Questions to a Test
  • Test Log
  • Qualifications - Main Page
  • Add a Qualification
Features 22
  • API
  • AI Reviewing
  • Appeals
  • Auto Change Help
  • Auto Change Library Help
  • Auto Change Rule Library
  • Autocancel
  • Collaboration
View all 22
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

Dragon

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

Classie

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

RuleZ

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
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