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      • InPhase
      • Discussions187
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  • InPhase

InPhase

InPhase

187 Posts
    Most commentedMost viewedRecently created
3
373454697837h
 Discussions
Microsoft Excel Export

Export data from Inphase not only by CSV but also exporting as standard Excel to allow all the formatting and colours to be exported as well.

00
3
1 year ago
3
360695506992h
 Discussions
Lessons learned after migrating data from Datix

Hi Everyone!  We'd love to know if you have any top tips from your experience so far migrating your data from Datix (or even another platform) that would be useful to other organisations in the InPhase community. Please share in the comment section below! :) 

02
3
1 year ago
3
360695506992h
 Discussions
Can't get back to enterprise when inside administrator

When in the admin area working on a questionnaire, for example, we are unable to return home by clicking on the little house logo. The only way of going back home is to close the app and start again. Has the link behind the home logo been removed? 

01
3
1 year ago
3
360695506992h
 Discussions
Can you create an account for me to login

I've tried to access our new app but I don't have a login, could someone set me up please?

11
3
1 year ago
3
360695506992h
 Discussions
Accessing InPhase always takes me to a specific date, but my colleagues get today's date

The date at the top of my Inphase home page always appears as the 20 January 2022 when I log in as shown below: I can change it to todays date and use the system as normal, however if I need 2 tabs open the 2nd tab will open with the date as 20 January 2022 despite me having the first tab set to todays date. This is an issue as I am running reports etc without realising that the date has reverted back to January which means my data is wrong and I have to start again. I have tried clearing my home page, then setting the date to today, then clicking set home page as shown below, but when I log out and log back in the site automatically reverts back to showing 20 January 2022.

01
3
1 year ago
3
360695506992h
 Discussions
Some users see "view" button, but Admins see an icon

Please can you advise why users get a view button to access records and admin get the icon?

01
3
1 year ago
3
360695506992h
 Discussions
Can you reset my password please

I am unsure of my username and password. Don't suppose I can reset my password and get my username sent to me.

01
3
1 year ago
3
360695506992h
 Discussions
What are the dimensions of the icons on the home page?

I want to put a few new icons on the homepage – what size should the images be please? Like this one

01
3
1 year ago
3
360695506992h
 Discussions
Unsafe or corrupted file message when downloading an Excel file from report

When users download an Excel file from a report within portals they are presented with an error (attached). 

01
3
1 year ago
1
10510967257885h
 Discussions
Organisational Groups and Units Administration - What happens deleting an org unit?

Hi, I want to stream line and tidy up our organisation groups and units. If there are no employees assigned to a group/unit and I delete that group/unit, will that affect anything in the system?

02
3
1 year ago
3
360695506992h
 Discussions
How do I change the name of a service plan?

I can't change the name of my service plan! I’ve changed it in the Administrator in the org chart, but that didn’t’ work. Where do I need to change it, please?

11
3
1 year ago
1
10510967257885h
 Discussions
Can you rename org units?

Hello,  Can I simply change the name of an Org Unit if I want the set up and employees assigned to it to remain the same? Thanks, Ling

02
3
1 year ago
9
9166120680093h
 Discussions
Transferring large number of incidents to another handler

Hello,  does anyone know if you can transfer a large number of incidents from one handler to a new hander rather than going into each record and changing it?  I have 1,173 records that need moving over.  Thank you.

03
3
1 year ago
1
10510967257885h
 Discussions
Changing the Object Name

Hi, Is it possible to change the object name in the system? Would I need to export the object names first and import the new object names? This is specifically relating to the Risk App. I have imported some data but want to change the object names. Thanks, Ling

03
3
1 year ago
8
8256163663773h
 Discussions
Hi all

Hi everyone! Just wanted to introduce myself. I'm Stephen from Oxfordshire County Council.

02
1
1 year ago
1
10510967257885h
 Discussions
Performance Series

Hi, I have imported tasks/actions associated with risks and want to change the performance scheme for all of those tasks. Please can you advise how I can change this for all tasks without going into each one manually. Many thanks, Ling

04
3
1 year ago
1
10510967257885h
 Discussions
Risk Titles and Object Names

Hello all, I am currently working on importing our risk registers and wanted to get some advise and best practice on what to name your risk objects. Do you use the risk title only (a few words), include the risk codes with the risk title or just use a unique code? I am thinking ahead when creating a report with a sunburst and I want the risk title to be displayed on the chart. Therefore, am I better off using only the risk title as the object name? Or will this cause any issues elsewhere? Hope that makes sense! Thanks, Ling

02
3
1 year ago
1
10510967257885h
 Discussions
Last year's council plan

Hi all, I was wondering if anyone can advise best practice for 'archiving' last year's council plan? How do you ensure last years actions/measures do not show in this year's council plan while any that need to be carried forward continue to show? Thanks, Ling

02
3
1 year ago
1
10510967257885h
 Discussions
Amending Risk Relationships

Hi, How can I change the relationship associated with a risk please? When I open notebook, it only gives me the option to add comments but not amend. Thanks, Ling

01
3
1 year ago
1
11101008193949h
 Discussions
Granting Permissions to Portal Pages

Can I grant viewing permissions to individual pages within a portal or only to the portal as a whole? Thanks

01
3
1 year ago
1
10510967257885h
 Discussions
Displaying Risk Closures

Hi, One of our reporting requirements is to easily identify which risks on the registers are open and closed. Those that are closed require a reason/comment for closure. Is there a field which would fit this requirement? The closest I can find is Risk Assessment: Not Started, In Progress Completed. Thanks, Ling

02
3
1 year ago
3
369085497458h
 Discussions
Local Authority Council Plan

Hi, Has anyone used the InPhase 'Planning App' to produce the 'Council Plan'? Interested to hear how anyone structured the Priorities/Taks/Objectives etc, whether any users imported commentary, (if so best way to do this) and any issues with printing the whole document to PDF. Thanks

00
3
1 year ago
9
9972494965021h
 Discussions
ADFS & SSO

Would it be possible to add functionality to allow InPhase to connect via ADFS. Connecting the system to our active directory will help facilitate single sign-on within our organisation and would be a useful feature for many other NHS trusts that would prefer a SSO solution which also don’t have MS Azure.

02
1
1 year ago
6
6905231087121h
 Discussions
Dashboards & Data Entry

Hi all,  We are looking to reboot our corporate performance portal pages, specifically things like directorate dashboards, council plan overview dashboard and data entry pages.  Do you have any screenshots/examples from your own pages that you could share? What components/features are you using within your pages? How are summarising data etc? Many thanks Katie Flint, Bracknell Forest Council

05
3
1 year ago
9
9580597619868h
 Discussions
Naming convention

Do you have any tips or suggestions on naming convention for lists, sections or questions? Especially lists and Reporting Aliases?  Thanks

01
3
1 year ago
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