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Rebekah Garner

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Articles

Votes on activity by Rebekah Garner

  • Templates - Link Configuration and Validation on Templates

    Define and govern the link configuration, requirements, parameters, and validation on a template.   In Step 2, click + Add Link Field.    The Link field is automatically added to the end of the s...

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  • Users - Force Password Resets and Resend Activation Link Emails

    Use this article to learn how to force a user's password reset outside of the default schedule, and how to resent user invitation emails. Password Resets Claravine automatically requires a password...

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  • Forgot Password

    If you cannot remember your Claravine password:   Navigate to your organization’s home page and click “Forgot your password?” You will see a message that your password reset email has been sent. ...

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  • Templates - Reorder Mode in Template

    Whether you are creating a new template or bringing in additional fields to an existing template, easily arrange the field schema using Reorder Mode.   In Step 2 Define and Govern, click Reorder Mo...

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  • User Reports

    Reports allows users within a Group to view submission data by template within a specific period in a rollup table. Users can select a specific template, user, and date range and download the data ...

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  • Profile Settings (User Profile)

    On the Profile Settings page, users can make updates to their profile settings including title, location, and profile image. Users can be taken to the Claravine Knowledge Base for support documenta...

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  • Organization Settings

    On the Organization Settings page, Administrators can make changes to the logo image in the upper left corner of Claravine and the name of the organization.   You must have the correct permissions...

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  • Submissions: Create, View, and Edit

    Use this article to manage submissions. A submission is a draft of new data to add to a dataset (following the data standards defined in a template) that must be validated and approved. Create a Su...

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  • Organization Reports Overview

    Claravine provides detailed, in-platform reporting on users and submissions allowing managers and administrators to see specific details on user submissions, submissions per template, and overall u...

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  • Accounts Overview

    Administrators and Managers with Account-management permission can create a connection between Claravine and another account or platform. An Account will use an API connection to pull data into Cla...

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