CHANGEPOINT BASICS

Getting Started

• Introduction to Changepoint (4 min 10 Sec) LAUNCH
• Accessing Changepoint (1 min 20 Sec) LAUNCH
• Introduction to entities (4 min 0 Sec) LAUNCH
• Features, roles and resources (2 min 45 Sec) LAUNCH
• Preferences (1 min 50 Sec) LAUNCH
• Changing your password (1 min 15 Sec) LAUNCH

Using Portals

• Using portals - overview (2 min 15 Sec) LAUNCH
• Portal templates (6 min 0 Sec) LAUNCH
• Working with portals (6 min 30 Sec) LAUNCH
• The My Reminders portlet (1 min 45 Sec) LAUNCH

Navigating Changepoint

• Basic navigation (3 min 45 Sec) LAUNCH
• Using the folders view (2 min 15 Sec) LAUNCH
• Navigation menu icons (2 min 10 Sec) LAUNCH
• Using the details view (2 min 20 Sec) LAUNCH
• Entity dialog box commands (1 min 55 Sec) LAUNCH
• Favorites (1 min 30 sec) LAUNCH
• Using type-ahead fields (1 min 30 sec) LAUNCH
• The list of recent items (1 min 30 sec) LAUNCH
• Context-sensitive help (1 min 30 sec) LAUNCH

Contact Management

• Contact management overview (7 min 15 Sec) LAUNCH
• Granting access to a contact profile (2 min 30 Sec) LAUNCH
• Creating a list of personal contacts (4 min 45 Sec) LAUNCH
• Corresponding with a contact (2 min 45 Sec) LAUNCH
• Adding a knowledge item to a contact profile (4 min 15 Sec) LAUNCH

Using the Client Portal

• Using the client portal - Introduction (1 min 30 Sec) LAUNCH
• Enabling client portal access for a contact (3 min 45 Sec) LAUNCH
• Accessing the client portal (2 min 0 Sec) LAUNCH
• Navigating the client portal (5 min 15 Sec) LAUNCH

Time Reporting

• Time Reporting - Introduction (1 min 45 Sec) LAUNCH
• Accessing the time sheet (1 min 15 Sec) LAUNCH
• Navigating the time sheet (3 min 30 Sec) LAUNCH
• Entering time in the time sheet (4 min 15 Sec) LAUNCH
• Resubmitting rejected time (1 min 45 Sec) LAUNCH
• Making time adjustments (1 min 15 Sec) LAUNCH
• Approving time entries (2 min 20 Sec) LAUNCH
• Rejecting time entries (2 min 20 Sec) LAUNCH

Task Updates

• Task status updates - Introduction (3 min 45 Sec) LAUNCH
• Reopening a completed task (2 min 15 Sec) LAUNCH

Request Management

• Request Management - Introduction (2 min 10 Sec) LAUNCH
• Creating a request (4 min 10 Sec) LAUNCH
• Processing Requests (1 min 45 Sec) LAUNCH
• Using request templates (6 min 15 Sec) LAUNCH
• Accessing requests (7 min 45 Sec) LAUNCH
• Accessing a related request (2 min 0 Sec) LAUNCH
• Escalating requests (3 min 15 Sec) LAUNCH
• Emailing Requests (4 min 10 Sec) LAUNCH
• Unlocking requests (2 min 10 Sec) LAUNCH
• Adding an attachment to a request profile (2 min 15 Sec) LAUNCH
• Updating request information (2 min 13 Sec) LAUNCH

Expense Reporting

• The expense reporting process (1 min 15 Sec) LAUNCH
• Accessing expenses (1 min 25 Sec) LAUNCH
• Submitting expenses (5 min 20 Sec) LAUNCH
• Editing expenses (3 min 15 Sec) LAUNCH
• Acknowledging expense reimbursement (2 min 0 Sec) LAUNCH
• Resubmitting rejected expenses (2 min 40 Sec) LAUNCH
• Deleting an expense (1 min 45 Sec) LAUNCH
• Using expense attachments (2 min 55 Sec) LAUNCH
• Using the Changepoint Excel expenses template (3 min 5 Sec) LAUNCH
• Entering expenses for another resource (1 min 35 Sec) LAUNCH
• Entering negative expenses (2 min 20 Sec) LAUNCH
• Introduction to credit card expenses (3 min 5 Sec) LAUNCH
• Uploading personal credit card transactions for expenses (2 min 15 Sec) LAUNCH
• Creating expenses from credit card transactions (2 min 5 Sec) LAUNCH
• Deleting expenses created from credit card transactions (1 min 20 Sec) LAUNCH

Approving Expenses

• Introduction to approving expenses (2 min 15 Sec) LAUNCH
• Approving expenses (2 min 20 Sec) LAUNCH
• Rejecting expenses (3 min 0 Sec) LAUNCH
• Expense advances (2 min 30 Sec) LAUNCH

Knowledge Management

• Knowledge management - Introduction (2 min 0 Sec) LAUNCH
• Creating a knowledge item (5 min 5 Sec) LAUNCH
• Adding a legal disclaimer to the knowledge item (3 min 25 Sec) LAUNCH
• Accessing knowledge items (1 min 45 Sec) LAUNCH
• Searching for knowledge items (2 min 45 Sec) LAUNCH
• Managing knowledge notifications (3 min 5 Sec) LAUNCH
• Knowledge item check in and check out (3 min 50 Sec) LAUNCH