Under the menubar's Functional Tab named Manage, you have access to over ninety (90) individual Management Actions that support the majority of an organization's administrative needs. Once you click on the Manage tab, you are presented with a number of boxes or topics - each covering a logical set of Management Actions. If you click on any of these topics, you'll see the specific Management Actions that are associated with your selection. You'll notice that there is a numeric value to the right of each topic box. This identifies the number of Management Actions associated with that topic. The light green bar that runs vertically and to the left of each topic denotes that this topic area was modified as part of a recent update. You can find our product Release Notes in the CoreView Community under CoreView Release Notes [User Login Required].
Please note that an Operators access to any set of Management Actions may be impacted by the permissions assigned to you as an Operator by a TenantAdmin. If as an Operator your access to any Management Actions has been restricted, you will only be able to see those actions to which you have permissions, and the numeric value indicating the number of available Management Actions under a given topic will be similarly adjusted.
Activating Management Actions
Before you can execute any Management Actions you will need to make sure that you have activated Management Mode. You do this from the right side of the menubar, by clicking on the square to the right of the filter icon, as illustrated below. If you find the box to be checked, then you should be good to go. If not, when you click on the square, Management Mode will be enabled. If you have any questions about this, please see your TenantAdmin. If you forget about this step, don't worry, if you attempt to perform Management Actions and Management Mode is not active, you will be reminded to activate it. Please see the video below for a quick tutorial on how to activate Management Actions. Please note that if your Organization has set a Management Type of Advanced, you will not be prompted to log in, but you will see a notice that you are activating Management.
Using Management Actions
While this Knowledge Resource covers the use of Management Actions through the Manage tab, you have the ability to access some of these same Management Actions from two other areas of CoreView. These are:
|User Card||When an individual's User Card is displayed and Management Mode is enabled, you will can click on a Manage menu which will allow performing a sub-set of actions, based on your location on the User Card.|
|Action Enabled Reports||A number of CoreView's reports are action-enabled. This means that when Management Mode is active and depending on the report in use, you will have the ability to perform a subset of actions. In this context, these are often actions that are appropriate to be performed against multiple users.|
A word about the use of Management Actions against multiple users often called a "batch." CoreView limits the total number of allowable users in a batch to the users displayed on a single report page display. Generally, this is limited to a maximum of 100 rows. This limit is in place to avoid a customer from unintentionally subjecting every entry in the report to the change.
II. Review of available Management Actions