Who is this article for?

Ideagen EHSQ Enterprise or Decani Users

No elevated permissions are required.

Platform Overview Objective

An introduction to Ideagen EHSQ Enterprise and Decani platform features

Solution and application training note

This Skills course concentrates on platform-related subjects and do not include solution-specific instructions, such as Events, Condition Reports, Observations, Audits and Assessments, etc.

By the end of the Platform overview, you will be able to:

1. Understand key terms used throughout the platform
2. Sign-in, navigate the home screen and update your profile settings
3. Search for data build reports from searches
4. Send automated email notifications based on defined search criteria and triggers
5. Build and share custom dashboards
6. Organize and complete assignments and tasks

Lesson 1: Key Terms (1-1)

Learning to use Ideagen has been simplified because of the systems Platform and Miramar User Interface features. These tools improve productivity making it easier for users to engage.

Lesson Objectives

By the end of this lesson, users will be able to:

1. Understanding Key Terms (1-1) 
   • The Platform
   • Modules
   • Objects
   • Workflow
   • Assignees
   • Fields

Reading

1. Business applications built on the platform manage the user interface (UI), workflow, rules, calculations, etc. See Getting started with the platform
2. Modules are the building blocks of an application. See Getting started with modules
3. An object, also called a record, contains the right amount of data a user needs to accomplish an assignment or task as part of a business process or application. See Editing an object or assignment
4. Fields are used to collect individual pieces of data within a module. See Getting started with fields

Related video

For help signing into Luminate Skills, see Sign up or Sign in to your Luminate Account below.

• Understanding Key Terms (1-1) 

Lesson 2: Sign-in, Home Screen, SSO

Lesson Objectives

By the end of this lesson, users will be able to:

1. Understand sign-in and SSO settings
2. Navigate the home screen
3. Locate the profile menu
4. Update your profile
5. Navigate the Miramar UI

Reading

1. For organizations using Single-Sign-On (SSO), passwords are not used and never need to be changed. With SSO authentication the system is controlled by the organization's identity provider, i.e., Active Directory. See Managing SSO and password behaviors
2. The home page, also called the Default Dashboard, is the starting point for users to view assignments, reports, and featured information. See Navigating the Miramar homepage
3. A user's Profile provides access to self-manage settings, such as alternates and notification settings, and connects a user to help documentation and messages. See Navigating your profile 
   • The Help documentation center is a general guide for features that are shared across all applications where platform, UI and tips and tricks help can be found. See Getting started with Luminate
   • Subscribers who have implemented mobile features into their applications can connect to a mobile device and record observations or capture data. See Getting started with the mobile application 
4. Users can customize their experience like notifications, and display options by accessing Profile settings. See Updating your profile
5. Miramar has dynamic features and functionalities designed to simplify and streamline access to frequently used tasks. See Navigating the Miramar homepage

Related videos

For help signing into Luminate Skills, see Sign up or Sign in to your Luminate Account below.

1. Understanding Sign-in and SSO (2-1) (coming soon)
2. Navigating the home screen (2-2)
3. Overview of the profile menu (2-3)
4. Updating your profile (2-4) (coming soon)
5. Navigating the platform (2-5)

Exercise 2.1

1. Log in and review and identify your companies' settings preferences.

Exercise 2.2

1. Select the Home icon and become familiar with your page headers, the tool bar, navigation bar, and dashboard components.

Exercise 2.3

1. Select the orange Profile button near the top right-hand corner of the screen to review the profile menu
2. Review My Profile, Requests, and Messages
3. Review Help, Tutorials, User Guide
4. View Ideagen news by selecting Newsletter
5. Join the LinkedIn Community
6. Review Accessibility, Shortcuts, and Guided Tour, if available
7. Join our community by sign-in or creating a community account. Don't forget to Subscribe to the Technology Updates and/or Discussions to receive emails about new posts. 
8. Review the Privacy Policy

Exercise 2.4

1. Update any personal information (unless your company has restricted this area)
2. Change personal notification settings
3. Explore Beta Feature settings
4. Review alternates, roles, and teams you are on

Exercise 2.5

1. Create a bookmark and save it to a folder
2. Drag an object to a new tab area to create a new tab
3. Right click on a tab and select Duplicate to create a new tab
4. Explore the breadcrumb feature and back button
5. Open an object such as an assignment to collapse and expand main regions such as Initiate and review

Lesson 3: Searching and Reporting

Lesson Objectives

1. Search by module and narrow your results using quick filters
2. Add additional filters to refine your search
3. Change the search display format
4. Create different types of reports
5. Export a search
6. Create a report from a search
7. Share a search report

Reading

1. Effectively filtering data to get desired results is crucial. This can involve techniques like filtering, drilling down into categories, or adjusting time periods.
2. Saving a search for a report stores the filters, output type, and settings. 
3. Results can be viewed in formatted reports like lists, tables, calendars, trend reports, and various charts.
4. Table view organizes details into columns. Users can add, remove, or reorder columns via the “Displayed Columns” in the Fields tab of the left settings panel.
5. Exporting a report allows users to share work and report results in various formats.
6. Search results can be shared with other users.

Related Videos

For help signing into Luminate Skills, see Sign up or Sign in to your Luminate Account below.

1. Using the search bar (3-1)
2. Navigating the search screen (3-2)
3. Filtering quick search results (3-3) (coming soon)
4. Filtering search results (3-4)
5. Advanced filter options (3-5)
6. Sorting and changing results layout (3-6)
7. Change search display format (3-7) (coming soon)
8. Creating table reports (3-8)
9. Export a search (3-9)
10. Saving and managing reports (3-10)
11. Sharing reports and searches (3.11)

Exercise 3.1: Basic searching 

1. Sign-in to your organization’s test or production area
2. Using the search bar, enter a search term to search for, select a module that has multiple results
3. Click “Open” in the filter panel to see only open objects in your search
4. Apply a filter by clicking on a results bar in the quick filter chart to see the results update
5. Remove the filter by clicking on the same bar to remove the filter

Exercise 3.2: Add additional filters 

1. Sign-in to your organization’s test or production area
2. Using the search bar, select a module that has multiple results
3. Click “Add Filter” and select an available date filter from the module
4. On the newly created quick filter click “Advanced”
5. From the dropdown select “Before today”
6. View the search results

Exercise 3.3: Sort search results

1. Sign-in to your organization’s test or production area
2. Using the search bar, select a module that has multiple results
3. From the “Sort Results By” menu select the various options to view the search results update
4. Select “Manual”
5. Drage results to re-arrange the results display

Exercise 3.4: Create a table report

1. Sign-in to your organization’s test or production area
2. Using the search bar, select a module that has multiple results
3. Change the display results to “Table”
4. From the “Fields” panel, add some additional fields
5. Rearrange the field order by dragging the field or using the up and down arrows in the “Display Columns” list
6. Select a field to “Group by”
7. View the updated search results

Exercise 3.5: Create and manage reports

1. Sign-in to your organization’s test or production area
2. Using the search bar, select a module that has multiple results
3. Apply any filters to refine the results
4. Change the display format to table or chart and adjust as necessary
5. Click “Save” and give the report a name
6. Click the “Reports” icon on the sidebar
7. Open the “My Reports” group
8. Select your saved report and click the “Group” button in the toolbar
9. Select “New Folder from Selection” and create a new report group

Lesson 4: Send automated email notifications based on defined search criteria

Lesson Objectives

1. Distribute notifications to users based on real-time data
2. Schedule search notifications based on defined criteria
3. Send custom sub-reports and changing notifications based on the user

Reading

1. Different types of notifications are used to notify users of information such as default, module, report, and custom SSRS reports.
2. Information can be shared using report notifications., dashboards, and browser URLs.
3. Saved search reports keep users updated with relevant information efficiently. Notifications can be scheduled daily, weekly, or monthly, or triggered by specific events like new matching data or significant changes in results.
4. Notifications can be sent to internal users (those that have a platform account), external users, and teams. 
5. Assign unique sub-reports to each notification using sub-reports.

Related Videos

For help signing into Luminate Skills, see Sign up or Sign in to your Luminate Account below.

1. Setting up search notifications (4-1)
2. Configuring notification schedule and criteria (4-2)
3. Adding recipients to notifications (4-3)
4. Configuring sub-reports and changing notifications (4-4)

Exercise 4.1: Create a report notification

1. Sign-in to your organization’s test or production area
2. Click the “Reports” icon on the sidebar
3. Open a saved report
4. Click “Notification” from the toolbar
5. Enter a “subject” and “message” body
6. Choose “Spreadsheet” as the attachment type
7. Select “Weekly” from the “schedule” drop-down
8. Select “Monday” at 9:00 as the send time
9. Click “Save”
10. Click “Notification” from the toolbar
11. Click “Run Now” to have the report sent to your email

Test areas may block sending emails to prevent confusion with emails originating from production areas.

Lesson 5: Build and share custom dashboards

1. Explore the dashboard menu
2. Set your Home, or default, dashboard
3. Create a new dashboard
4. Add reports and components
5. Share dashboards

Reading

1. The main landing page for new users is a Dashboard. Default components on a dashboard provide quick links to real-time reports, findings, goals, etc.
2. Components are a set of preset default pre-built reports, visualizations, or groups of links such as assignments lists
   • Administrators can also add custom components that can be used by any user on any dashboard
3. Dashboards can be modified to add or remove components and change the dashboard layout
4. Use a browser’s bookmark manager can be used to organize Dashboards
5. Pin up to five different Dashboards to the left-hand navigation bar

Related Videos

For help signing into Luminate Skills, see Sign up or Sign in to your Luminate Account below.

1. The dashboard menu (5-1)
2. Create a new Dashboard (5-2)
3. Add Components and edit (5-3)
4. Sharing Dashboards (5-4)

Exercise 5.1: Creating custom dashboards

1. Log in and review the various default Home Page components
2. From the left-hand toolbar, select Dashboards, then +New Dashboard
3. Click the Select New Layout button in the bottom right-hand corner
4. Add a Report(s) to one of the layout sections
   • Select + and the region to add a Report or Component
   • Drag and drop a report or component into each region
   • Drag and drop a report or component to the Currently Selected list
   • Drag to rearrange the order in the Currently Selected list
5. Save the new dashboard
6. Rename and pin this dashboard to the sidebar by adding an icon
7. Select the Home icon to make a dashboard your Home Page
8. Edit the Dashboard changing the layout, components, and reports

Lesson 6: Organize and complete assignments and tasks

1. Locate assignment lists
2. Create an object to record new information
3. Track required information displayed in the standard layout of an object
4. Review, record, and approve assignments and tasks

Reading

1. The dashboard assignment component displays a list of module objects that are assigned to a user and can display information or tasks that the user needs to accomplish. The assignment objects are driven by a workflow that recognizes business process rules and behaviors.
2. Users have the capability to create new module objects to fulfil specific business process requirements, such as reporting an incident, generating an action assignment, recording an observation, and so forth. 
3. Navigating the Standard Workflow Layout (SWL) outlines the newest user interface (UI) has been designed in a three-panel layout for object consistency of presentation
4. Enterprise applications generate objects to collect data. These objects can be viewed and modified tracking the history and progress. See Viewing assignment and record history

Related Videos

For help signing into Luminate Skills, see Sign up or Sign in to your Luminate Account below.

1. Managing assignments (6-1) (coming soon)
2. Creating new objects (6-2)
3. Standard workflow Layout (6-3)
4. Completing and reassigning tasks (6-4)

Exercise 6.1: Observe an existing object

1. Sign-in to your organization’s test or production area
2. Using My Assignments or My Submissions open an existing object
3. Observe the areas of the screen including:
   • The task panel
   • The workflow panel
   • The summary panel
   • The center column tab bar, clicking through each tab
   • The process map panel, if applicable
4. Click Options and select History to view the object history
5. Close the object by clicking the Home icon in the sidebar

Course Conclusion

Throughout the course, participants were introduced to essential platform features and tools, allowing them to become familiar with the software. Armed with this understanding, they can fully utilize the system. By actively exploring the software’s functionalities, experimenting with different settings, and engaging in practical exercises, participants can deepen their knowledge and gain confidence in their ability to navigate the system effectively. Additionally, seeking out supplementary resources, such as documentation, tutorials, and community forums, can enhance their proficiency and empower them to tackle more complex tasks.

Advance discussions of pre-built and custom visualizations will be covered in 1020 Advanced Business Intelligence and Custom Visualizations.

Self-paced trainings
For additional information on self-paced curriculums and courses, visit Learning about self-paced trainings. 

Sign up or Sign in to your Luminate Account

For now, Luminate Help, Skills, and Community each require separate sign in accounts. To view the Luminate Skills videos, you must Sign up or Sign in to your account at Skills | Ideagen. 

Please watch the platform release documentation for exciting plans to connect the login experience between Community, Help, and Skills.