New Articles

  1. Quick Start Guide - Creating Rules within Connect

    Overview The following procedures will walk the user through the steps required to create a rule within Connect. Prerequisites Dispatch Template For rules to work, a Dispatch Template is required. Dispatch templates are created and managed ...
  2. Add an Update Field Concatenations Action to a Transition

    Overview The Update Field Concatenations action allows Administrators to update object names beyond the Creation state.   Note: The Update Field Concatenations workflow action is only available for button triggers in ...
  3. Assigning Advanced Permissions to a User

    Overview Administrators can assign a user to advanced permissions in Resolver.  Note: Administrators cannot assign a user to advanced permissions if they already have Administrator permissions. Users assigned to a...
  4. Release 24.2

    24.2.0 Features Data Retention Warning: The Data Retention Function allows users to permanently delete data from within the hosted environment. Resolver will not be able to recover any data that is deleted using...
  5. Adding an Organization Logo

    Overview From the Branding screen, Administrators are able to add their organization’s logo to the header of their Resolver instance. For a logo image to be compatible, it must be approximately: 15:4 ratio 210 x 56px at 72 DPI PNG ...
  6. Adding an Organization Name

    Overview From the Branding screen, Administrators are able to add their organization’s name to the header of their Resolver instance.  User Account Requirements The user must have Administrator permissions in order to...
  7. Branding Overview

    Overview From the Branding screen, Administrators are able to add their organization’s name and logo to the header of their Resolver instance.  User Account Requirements The user must have Administrator permissions in order to access the...
  8. Enabling the Auto-Delete Function Using a Scheduled Trigger

    Note: If you want to take advantage of the Data Retention feature, Administrators must first contact Support to enable the feature.  Overview Workflow Deletion allows users to automate the deletion of an object, comp...
  9. Accessing My Audits

    Overview Internal Audit Clients can see a list of audits they are assigned to by accessing the Portal. User Account Requirements The user account used to log into Resolver must be added to the Internal Audit Client user group. Navigation ...
  10. Portal URL Overview

    Overview The Portal Settings: Portal  URL  feature allows administrators to use a single account to grant multiple users limited access to Core. This is done by generating a URL that displays only the Confidential Submission form (e.g., an in...