You can use a variety of tools for sending messages to a group. We have outlined solutions, rated them for effort required, and have identified key considerations.
Resources
Comparisons
How-Tos
Global fields are CXM fields available to all categories and case types in CXM and should be used when applicable.
When a form is submitted and sent to the next participant in the workflow process, it must include a URL to the participant to access the next form.
To gain access to Jadu XFP (forms), there are a few steps you need to take. Follow the steps below if you only need access to build forms.
This checklist is for Knowledge Editors to use when approving internal articles in TDX and when publishing public articles to the IT site.
Who can I contact with help on DMS Data Extensions?
Contact the person who submitted the request for a DMS Data Extension.
Who can I contact with help on DMS Data Extensions?
Contact the person who submitted the request for a DMS Data Extension.
Who can I contact with help on DMS Data Extensions?
Contact the person who submitted the request for a DMS Data Extension.
Student CRM communicates with Peoplesoft, but not automatically. When a student emails from their UMN Email address the Contact is automatically associated with the Peoplesoft record.
Student CRM communicates with Peoplesoft, but not automatically. When a student emails from their UMN Email address the Contact is automatically associated with the Peoplesoft record.
First Login
When your account gets created you will get an email from Salesforce titled Finish resetting your Salesforce password
First Login
When your account gets created you will get an email from Salesforce titled Finish resetting your Salesforce password
Many users inquire about the differences between Google Groups and Listservs. Although Listserv was scheduled to be retired, this has been delayed indefinitely due to some of the unique benefits it provides.
Google Groups is a tool for a team of users to quickly collaborate with one another.
Google Groups, a tool for a team of users to quickly collaborate with one another either via email, or any of Google's various applications, is available with Google Apps for the University of Minnesota.
Find and Join a Group
Please note that this method should not be used to create a Google Group for the University.
Google recently announced updates to Google Groups management settings that take effect in early June 2019.
This is the ninth of nine tasks for setting up your XFP forms to work with CXM.
CXM Forms are the logical grouping of fields available to XFP at the time of creating and editing a case.
Form Types
Case Types have two default forms that are already created for you.
This is the fourth of nine tasks for setting up your XFP forms to work with CXM.
This article outlines how to set up a template to initiate a CXM Case submission and send XFP form data to the case.
Emails can send from CXM to alert users of dates or to send reminders.
Rules provide a flexible way of automating actions based on triggers within a case. Rules are most commonly used for:
A status allows you to give end-users a quick indication of where the case stands at any particular moment and what step the case may be waiting for. A case can be in only one status at a given point in time.
Transitions are the routes a case can take from one status to another.
Use emails from CXM to alert users of dates or to send reminders.
Note: Emails in CXM are not as customizable as those in XFP.
Rules in CXM are optional functionality most commonly used for sending reminders and auto-transitioning or auto-closing a case.
A status allows you to give end-users a quick indication of where the case stands at any particular moment and what step the case may be waiting for. Statuses are informational and categorical.
Transitions are the routes that a case can take to go from one
To carry XFP data forward into subsequent forms, you need to identify what XFP data needs to be stored in CXM. The data from your XFP fields goes into a corresponding CXM field.
You can take your business process diagram and add in XFP and CXM steps. This helps you to figure out how your CXM workflow will work.
A process map is a planning and management tool that visually describes the flow of work. Process maps:
This is the fifth of nine tasks for setting up your XFP forms to work with CXM.
This is the seventh of nine tasks for setting up your XFP forms to work with CXM.
This is the sixth of nine tasks for setting up your XFP forms to work with CXM.
This is the third of nine tasks to setting up your XFP forms to work with CXM.
This is the eighth of nine tasks for setting up your XFP forms to work with CXM.
All users who have access to CXM have the ability to view and filter cases.
In this article:
What is CXM?
Jadu CXM (workflow) is used in conjunction with Jadu XFP (forms) to create and manage form routing and approvals.
ADM - School Lookup (PS)
Description: Allows a user to search for and select a school to get the associated school code.
Source System: Peoplesoft
CLASS - Instructor Lookup (PS)
Description: Allows a user to search for and select a school to get the associated FICE code.
Source System: Peoplesoft
CLI (R) - Class Validation (PS)
Description: Allows an end user to see how many times a student has taken a specific course and if they are allowed to take it again based on the student s i
SF Direct Deposit Status (PS)
Description: Displays the student financials direct deposit status of the currently logged in student. Returns a result of Active or Not Active .
SR - Admit Date - Undergrad (PS)
Description: Displays the undergraduate admit date for the currently logged in student.
SR - Admit Term - Undergrad (PS)
Description: Displays the undergraduate admit term for the currently logged in student.
SR - Admit Type - Undergrad (PS)
Description: Displays the undergraduate admit type for the currently logged in student.
SR - Aid Year (PS)
Description: Displays the aid year based on the campus ID, career ID and term ID.
Source System: Peoplesoft
SR - Career/Campus Selector (PS)
Description: Allows a user to select a career/campus from a list of all of the currently logged in user s active career/campus combinations.
SR - College/Major Lookup (PS)
Description: Allows a user to first select a college from a list.
SR - Dropped Enrollment (PS)
Description: Allows a currently logged in user to select a course from a list of courses that they are currently enrolled in.
SR - Plan Information (PS)
Description: Allows a currently logged in user to select a plan from a list of their currently active plans.
SR - Plan/SubPlan Display (PS)
***This component is display only and should not be used in emails, PDFs, or for mapping to other fields in Jadu.
SR - Student Lookup (PS)
Description: Allows a user to lookup a user by their emplid or internet id.
Source System: Peoplesoft
SR - Term Selector (PS)
Description: Allows a user to select a term from a list of terms defined by the form builder.
Source System: Peoplesoft
UMN - Address - Mailing (PS)
Description: Displays the mailing address for the currently logged in user. If there is no mailing address, the field will be empty.
UMN - Country Lookup (PS)
Description: Displays a list of countries in a dropdownlist.
Source System: Peoplesoft
Fields On Form:
UMN - Department - Z (PS)
Description: Displays the z-department of the currently logged in user.
Source System: Peoplesoft
Fields On Form:
UMN - Email (PS)
Description: Displays the email of the currently logged in user.
Source System: Peoplesoft
Fields On Form:
UMN - Employee ID (PS)
Description: Displays the employee id of the currently logged in user.
Source System: Peoplesoft
Fields On Form:
UMN - Internet ID (PS)
Description: Displays the internet id for the currently logged in user.
Source System: Peoplesoft
Fields On Form:
UMN - Name - First (PS)
Description: Displays the first name of the currently logged in user.
Source System: Peoplesoft (Accessed Through Boomi)
UMN - Name - Full (PS)
Description: Displays the full name of the currently logged in user.
Source System: Peoplesoft
Fields On Form:
UMN - Name - Last (PS)
Description: Displays the last name of the currently logged in user.
Source System: Peoplesoft
Fields On Form:
UMN - Name - Middle (PS)
Description: Displays the middle name of the currently logged in user.
Source System: Peoplesoft
Fields On Form:
UMN - Staff Position (PS)
Description: Displays the position of the currently logged in user if they are a staff member.
USERV - Active Position Lookup (PAN)
Description: Allows a user to search for a position that is in the PAN database by selecting any combination of department, job code, and position id.
USERV - D - Position Detail - Craft (PAN)
Description: Displays the craft of the currently selected position. If the position doesn t exist, the field will be empty.
USERV - D - Position Detail - Crew (PAN)
Description: Displays the crew of the currently selected position. If the position doesn t exist, the field will be empty.
USERV - D - Position Detail - Job Code (PAN)
Description: Displays the job code of the currently selected position. If the position doesn t exist, the field will be empty.
USERV - D - Position Detail - Site (PAN)
Description: Displays the site of the currently selected position. If the position doesn t exist, the field will be empty.
USERV - D - Position Detail - Supervisor (PAN)
Description: Displays the supervisor of the currently selected position. If the position doesn t exist, the field will be empty.
USERV - D - Position Detail - UM Title (PAN)
Description: Displays the um title of the currently selected position. If the position doesn t exist, the field will be empty.
USERV - D - Position Detail - Union (PAN)
Description: Displays the union of the currently selected position. If the position doesn t exist, the field will be empty.
USERV - D - Position Detail - Warehouse (PAN)
Description: Displays the warehouse of the currently selected position. If the position doesn t exist, the field will be empty.
UMN - ADM - FICE Code
Description: Allows a user to lookup a school's FICE code using the Peoplesoft external organization ID.
Source System: Peoplesoft
UMN - Flag - SR - Degree Checkout Status
Description: Allows a user to lookup the logged in end user's degree checkout status.
Source System: Peoplesoft
UMN - Flag - SR - User Has Active Career
Description: Determines if the logged in end user has an active career based on the career and campus selected by the form builder.
UMN - Flag - USERV - Can Access PAN
Description: Determines if the logged in end user can access data in the PAN database.
Source System: Peoplesoft
UMN - Perceptive Index - Full Name
Description: Pulls the logged in user's full name from Peoplesoft and trims it to 39 characters. This is intended to be used as a Perceptive index.
UMN - Perceptive Index - Trim Value
Description: Pass in a value and it will be trimmed down to 39 characters. This is intended to be used as a Perceptive index.
UMN - SR - Current Term
Description: Pulls the current term for the campus and career selected.
Source System: Peoplesoft
This checklist should be completed prior to submitting a request to have your form moved to production. It is intended to guide you through the list of items on your form that will be checked and will help prevent a d
Form accessibility requirements include appropriate use of some HTML elements: LABEL, LEGEND, FIELDSET, and headings (e.g.
Add Page to Form
Once you have pages within the context of your form, you can add the pages into the form structure.
In your action template, you may include form data called
Some accessibility evaluation is a manual process, but tools are available to help.
For Jadu forms that do not require login, the
When you create an Action Template, you will be prompted to choose a Template Type. Some of the listed Template Types are unavailable in our implementation of Jadu Forms, as shown in the list below the screenshot.
If you don't already have the form open, begin by finding your form in the form list and click on the title to open the form.
From the Pages tab, cl
Before you create a PDF Action Template to store Jadu Form data, you must have a PDF file with fillable fields already defined.
You may enable reCAPTCHA in your Jadu Forms to prevent automated software from engaging in abusive activities.
Jadu Forms provides an action for creating a CSV or XML file of each submission, containing only the fields that you choose.
Before you are given access to the Jadu Forms development environment there are a few steps you need to take.
Use descriptive names for rules.
Some integrated components need extra information in order to work. This extra information is referred to as an input.
An Integrated Component brings data into your form from an external source.
Logic
Logic can be used to calculate something that will be useful later in the form, such as a value based on que
Using logic in Jadu Forms enables you to create formulas to calculate numeric and textual values.
There are two types of data integrations that can be used in a Jadu Form:
An overview of the page elements (fields) available to form builders to use in their forms.
When you create your predefined logic, choose one of the items in the table below from the Formula menu.
Please follow the steps below to have your Jadu form moved to production:
Documents can be sent to Perceptive Content for long-term storage. These records can either be archived or added to a Perceptive Content workflow process for further processing.
A Jadu Action Template can be used to send one or more emails.
Set Form Reentry Settings (optional)
As you work with Jadu Forms there may be times that you need to make a request of the Jadu Forms development and support team.
You can use a simulator to test your form for mobile use. This will help you determine what adjustments you can make to improve your design.
Creating a PDF
Your initial form can be created using a variety of tools, after which you can use Adobe Acrobat DC to make it a fillable PDF form.The software you can use to create a PDF include
There are a few things that are required for all UMN Jadu Forms.
Creating Jadu Forms will be easier if you understand their vocabulary.
When a new version of a Jadu Form is moved to the Production environment, it will be at a different URL than the previous version of the form.
To test your form, you need to make it Live.
Step 1: Attend a Jadu Forms Orientation
The Jadu Forms orientation provides an overview of Jadu Forms. In the orientation you:
Step 1: Gain Familiarity with XFP and Build a Form
In order to begin working with CXM (workflow), you must be familiar with some basic XFP functionality. This includes:
This table shows some of the high level functionality offered in Jadu XFP and CXM to help you decide which components you need for your forms.
It is important to understand image copyright when using images in your knowledge activities.
The Perceptive Content desktop client was made available to Facilities Management in order to prevent conflicts in Internet Explorer with Compass and WebNow.
Sometimes when Windows Update runs, it will accidentally delete the saved connection profile settings from within Perceptive Content.
The federal CAN-SPAM Act outlines r
The federal CAN-SPAM Act outlines r
The federal CAN-SPAM Act outlines r
After consulting with the Salesforce Marketing Cloud Users Group, email [email protected] for technical issues.
After consulting with the Salesforce Marketing Cloud Users Group, email [email protected] for technical issues.
After consulting with the Salesforce Marketing Cloud Users Group, email [email protected] for technical issues.
When importing contacts into a data extension or list, you will be required to specify a unique subscriber key to identify the recipient within Salesforce Marketing Cloud.
When importing contacts into a data extension or list, you will be required to specify a unique subscriber key to identify the recipient within Salesforce Marketing Cloud.
When importing contacts into a data extension or list, you will be required to specify a unique subscriber key to identify the recipient within Salesforce Marketing Cloud.
Each University of Minnesota business unit that uses Salesforce Marketing Cloud has designated a key person.
If you already use Salesforce Marketing Cloud and you want access to another busin
Each University of Minnesota business unit that uses Salesforce Marketing Cloud has designated a key person.
If you already use Salesforce Marketing Cloud and you want access to another busin
Each University of Minnesota business unit that uses Salesforce Marketing Cloud has designated a key person.
If you already use Salesforce Marketing Cloud and you want access to another busin
Tracked links in your Salesforce Marketing Cloud (SMC) emails go to SMC, and are redirected to your intended URL. These SMC links will eventually expire, after which they will redirect to a specified Redirect URL.
Tracked links in your Salesforce Marketing Cloud (SMC) emails go to SMC, and are redirected to your intended URL. These SMC links will eventually expire, after which they will redirect to a specified Redirect URL.
Tracked links in your Salesforce Marketing Cloud (SMC) emails go to SMC, and are redirected to your intended URL. These SMC links will eventually expire, after which they will redirect to a specified Redirect URL.
Go to http://z.umn.edu/SMClogin.
Log in with your Internet ID
Go to http://z.umn.edu/SMClogin.
Log in with your Internet ID
Go to http://z.umn.edu/SMClogin.
Log in with your Internet ID
If you see the following error when trying to login into Salesforce Marketing Cloud,
If you see the following error when trying to login into Salesforce Marketing Cloud,
If you see the following error when trying to login into Salesforce Marketing Cloud,
To help you conform with legal and policy requirements and save you time, University Relations has created footers and shared them with you in Salesforce Marketing Cloud.
To help you conform with legal and policy requirements and save you time, University Relations has created footers and shared them with you in Salesforce Marketing Cloud.
To help you conform with legal and policy requirements and save you time, University Relations has created footers and shared them with you in Salesforce Marketing Cloud.
In This Page
Text Wrapping around an image in a Free Form
In This Page
Text Wrapping around an image in a Free Form
In This Page
Text Wrapping around an image in a Free Form
You can send a message to other people working the ticket by using the Comments button down by the ticket Feed.
Approvers will receive a TeamDynamix email with a link to the approval needed. This article is for those people who have the general technician role within TeamDynamix group and supervisor approvals.
Individual Approvers and Key Contacts receive an email notification when they have a request that needs to be approved.
There may be times when you need to give partial approval of access or service to a Requestor. Depending on the situation, use one of these methods to communicate partial approval:
The TeamDynamix platform has two main areas: the Client Portal and Users (TDNext).
If you see something in the ticket that needs to be changed before you can fully approve the request, DO NOT edit a ticket.
You can see where a request is in its workflow by viewing the ticket Details (static view) in Users (TDNext).
You can see where a request is at in its workflow by looking at the request ticket in the Client Portal.
TDX allows you to Communicate Through the Request Ticket with people associated with the ticket.
This article gives an overview of what you are looking at when you click on the title or ticket ID number of a Request ticket in the Awaiting my Approvals section of TDNext.
The main functionality of a Change ticket in TeamDynamix is similar to that of other ticket classifications.
Once you have filled out and submitted a Change Ticket, the change ticket goes into a series of defined ticket task
This article covers how to create and update an asset record. Standard Operating Procedures (SOP) for asset creation and updates are also provided. This article covers the follow topics:
This article shows how to search for an Asset Record in TeamDynamix.
This article outlines the ITAM policy in regards to data quality.
Understand how TDX knowledge base articles are displayed and linked on the Technology Help (IT) website.
Alternative text, or "alt text", provides a text equivalent for images, charts, graphs, and more. This article discusses how to add Alternative Text in TeamDynamix (TDX) Knowledge Base articles.
Including images in a knowledge base article can help users accomplish their tasks more quickly.
You can provide technical information not meant for a public audience using Knowledge Internal Notes for articles published to it.umn.edu.
Addressing feedback in a timely fashion is an essential part of keeping our knowledge resources up to date.
Any technician in TDX can create a new Knowledge Base article and submit it for approval by an editor.
When an article has reached the end of its useful life, it should be archived.
The lifecycle of a Knowledge Base article begins with a Not Submitted article and progresses through when an article is archived.
Every knowledge article should have a category assigned to it that represents the Technology, Service, or Business Process that the article addresses.
When you create a ticket, you will need to associate the Knowledge Base article you used to resolve the ticket.
When you create a Knowledge Base article, you will be identified as the Owner.
Before archiving a knowledge base article you need to check for other TDX articles that link to it and either remove those links or update them to avoid breaking those links.
This article covers creating links to other pages external to the article.
When resolving a ticket, you should identify the knowledge you used to resolve the issue.
If you are a technician in TDX, you can draft a new Knowledge Base article.
TDX allows you to edit an existing article and then save your changes as a Draft. The Draft version won't be visible to others until you Approve This Revision it.
Images can make it easier to follow instructions in a KB article. The most effective images do one of the following:
Before inserting images into your knowledge base article it's important to crop, resize them, and add any highlights if necessary.
This is a quick translation sheet to orient you to TDX knowledge terms.
Owner
Articles should be owned by a Group (formerly Assignment Group).
You can use Google Docs to draft knowledge. Drafting in Google Docs allows you to use the collaboration features to get feedback from your colleagues.
To edit an article, you first have to create a draft revision.
Technicians can edit an article owned by them or by their Group until it has been submitted for approval. Once submitted only those people with an editor role will be able to edit your article.
You can embed a video from Kaltura or YouTube into a knowledge base article to help your audience better understand the instructions in the article.
The Knowledge Base is the primary source for how-to content vetted by the IT community.
Knowledge is managed by the Owner.
Expectations by Job Role
All nested numbered lists in TDX default to Arabic numerals. Sub numbered lists should be formatted as lower-alpha and then lower-roman for clarity.
Anyone with a technician role in TDX can leave Feedback on an article and can see all the Feedback left on any article. Feedback helps us keep our Knowledge Base up to date and relevant.
Properly formed subjects greatly help with both searching and identifying which article to use.
Writing Article Titles
Follow these guidelines to better help users find your article:
You can make an anchor link or in-page link (sometimes called a jump link) by associating an anchor with selected text on a page, and then linking it to another location on the same page.
Alternative text, or "alt text", provides a text equivalent for images, charts, graphs, and more. Some of its benefits include:
Global Knowledge Editors can publish any article, regardless of ownership, to the Technology Help website.
You can use a variety of editors to create a knowledge base article.
It is the responsibility of every OIT support professional to contribute to our knowledge ecosystem. Effective contribution requires collaboration, both within your team and with others.
Before creating a new knowledge article, it is important to search for existing resources.
All technicians can view all Knowledge Base articles regardless of an article's status or ownership.
In this article:
You can help our users help themselves by providing them with links to knowledge articles published to the Technology Help website or wherever your department publishes
Anyone can create a new Knowledge Base article and submit it for approval by an editor.
Before someone submits an article, they should have reviewed it for technical accuracy first.
Sometimes a knowledge article needs to be removed from the Technology Help website but still needs to be active in TDX. For instance:
Lists can be used to better organize an article and make it easier to scan.
Creating a new knowledge base article may involve writing something completely from scratch or curating an existing resource.
Use headings to identify the topics and subtopics of your article. Headings have several functions:
Create a Major Incident when any large scale outage occurs or when an outage impacts a large number of people. Work the Major Incident until the outage is resolved or a workaround is in place.
Once a workaround or permanent solution is found, resolve the Major Incident ticket and all of its associated children Incident tickets.
Major Incident tickets allow a method for managing large scale outages or an outage causing a high volume of incidents.
The focus of working through a Major Incident is to find a permanent fix for what is broken or a viable workaround that will allow affected users to continue working.
The purpose of a Problem ticket is twofold:
Once a solution has been implemented for a Problem, then the Problem ticket can be resolved.
The purpose of a Problem ticket is to manage the analysis process for either what happened during a Major Incident ticket or for analysis of recurring incidents that seem to be related.
Two actions commonly taken when working a problem ticket are assigning tasks and providing status updates for technicians. This article covers common actions you will take such as updating technicians of status, assig
You can add a report to a Report Folder while you are in the report.
You can change the ownership of any report you own.
There are many existing reports already available to you in TDX that might generate the type of information you need.
You can organize reports into folders in the U of M Tickets app for quick access to your commonly used reports.
You can email report results to other people, whether or not they have access to TDNext. You can also set up the report to run on a specific schedule and email the results to users with that schedule.
Before a report can be exported to Excel, you must first run the report.
You can make a new report in TDX if none of the existing reports meet your needs.
After you have copied an existing report, you will need to modify it for your own needs.
You can easily search for reports that you or others have created.
You can share a report with other Groups or individuals. Sharing a report with other groups allows technicians within the group to run the report you created.
TDX comes with some pre-built reports which you can run right away. It also has many report templates that you can copy and modify to pull results for your own purposes.
All technicians have the ability to make reports in TDNext. These reports can then be shared with other groups or kept visible only to yourself.
Training Hub is the University of Minnesota's system for required and optional training.
Cancelling a section in Training Hub removes all enrollment options for the section. It also removes the section from the Training Hub Catalog (if it was enabled).
Training Administrators, Proxy Enrollers, and Instructors are all administrative users within Training Hub. Each role has different administrative privileges.
There are many ways to configure a Training Hub section that has an evaluation.
Courses with online content that are delivered via the Training Hub should store that content in Canvas. These instructions will help you set up a Canvas course site for use with the Training Hub.
In Training Hub, the course details page displays:
Creating a course in Training Hub is a simple process of first entering the course and then adding the sections to the course. In this article we will cover the first part of that process.
Creating sections in Training Hub is a simple process. First you must enter the course information (see Creating a New Course).
If you do not have a University of Minnesota Internet ID to use for enrollment in Training Hub courses, you can create a guest account using your personal email address.
When a section is created, it will have the default set of eight notifications added.
We encourage training providers to adopt a standard convention for their course numbers. It will streamline creating courses and you will be able to quickly identify the courses you administer.
Each section of a course has default notifications. These are included whenever a new section is created. The default notifications are added using the system-wide templates.
The course catalog in Training Hub lists all courses that are active and have been published to the catalog. Each course will have at least one section.
Training Admins and Proxy Enrollers can enroll learners into a section in any course that they administer.
There are three main steps in the Enroll Learners process:
Training Admins and Proxy Enrollers can enroll multiple employees at once into any section they administer. Training Hub allows you to search for and select learners from:
Training Hub does not have a means of creating evaluations or assessments. You would need to create them outside of Training Hub. There are many options that you can use:
Training Hub will allow sections to have a waitlist if there is a maximum enrollment for the section.
If you enroll in a course, but there are no open seats, you will be added to the waitlist for the course.
Each section can have one or more delivery methods: Instructor Led Training (ILT), Canvas, or Other Online Source.
This article contains information about:
If you were enrolled in a course, and withdrew, the course will be listed on your Past Training tab. If the course is still active, there will be a Re-Enroll button.
Some courses can be removed. Removing a course will delete the entire course, including all sections.
A section can be removed from a course only if there are no enrolled, in progress, or completed learners in the section. The action will remove all information about the section. It cannot be undone.
Training Hub provides a variety of training data reports for different uses. The reports are hosted on the Tableau server and are refreshed hourly.
There are three statuses for a course: Draft, Active, and Retired.
When you set a course status to Retired, it means:
Retiring a section in Training Hub removes all enrollment options for the section. Enrolled learners can still access the section information via their transcript. A retired section cannot be made Active.
If you have configured a Training Hub course section to have a Canvas delivery method and it is set to Canvas Reports Completion, you will need to configure the Canvas course so that the completions are reported back
For learners who need help with managing training (enroll, withdraw, waitlist, view training history), please use the
SCORM is a set of technical standards for e-learning software products.
In Training Hub, courses and sections each have lifecycles. At the top of the Edit Course page and the Edit Section page, a status box displays key information.
In Training Hub, a course consists of:
In the Training Hub, Sections contain the information about a specific training event. Sections enable you to offer the same course multiple times. For each occurrence of the course, you create a section.
Update 7/16/2021
If a course is Active, there is an option to display the course in the Training Hub Catalog.
This article is for Training Hub instructors. If you are a Training Hub administrator, use the
This article is for Training Hub administrators. If you are a Training Hub instructor, use the
This article is for Training Administrators, Proxy Enrollers, and Instructors in Training Hub.
A course section can be set up to allow a waitlist.
The Supervisor Report includes all direct reports for a manager: e
To view your training history for courses in Training Hub, log in to training.umn.edu and select My Training
You can withdraw from any course that is not required.
Training Administrators and Proxy Enrollers can bulk withdraw learners from a course section that they have rights to. Only learners that have an Enrolled status can be withdrawn.
The workflow is managed through the workflow tab. The beginning view is the start point:
There are two options for creating forms in WorkflowGen.
In WorkflowGen-CDEV, navigate to Admin and then to Processes.Select the appropriate folder for your new process, and select New process.On the
Email templates in WorkflowGen enable easy, consistent communication.
When a WorkflowGen instance is ready to be moved to production, send a request to [email protected].
In WorkflowGen, "participants" can be defined as any people who interact with your process. In general there are three participant roles for a process:
Grouper is a tool that enables departments to create and manage groups in both the Customer Development instance
WorkflowGen consists of two public-facing instances: a customer development instance and a
IT Community Group
The University of Minnesota's informal mass email community of practice shares best practices on email tools, training, and processes in order to help mass email professionals efficiently engage with their constituent
The MC Users group is a systemwide resource for anyone using Salesforce Marketing Cloud at the University of Minnesota.
Resources
A/B testing is a method of market testing in which you send two versions (Condition A and Condition B) of your communication to two test audiences from your subscriber list.
A guide from the Federal Trade Commission (FTC) concerning the CAN-SPAM Act, which sets the rules for commercial email, establishes requirements for commercial messages, gives recipients the right to have you stop ema
This page describes how the Salesforce Marketing Cloud application processes unsubscribe requests to help you remain compliant with the CAN-SPAM Act.
Content Detective is a tool that helps you identify spam triggers in your email content.
This vendor-supplied help article details the steps required to create a new data extension for storing subscriber data within Salesforce Marketing Cloud.
This vendor-supplied help article explains how to create templates using the either the Template Editor or the Content Builder in Salesforce Marketing Cloud.
This vendor-supplied help article is an overview and landing page for all topics related to data extensions within Salesforce Marketing Cloud.
This vendor-supplied help article is an overview and landing page for all topics related to data extensions within Salesforce Marketing Cloud.
This vendor-supplied help article is an overview and landing page for all topics related to data extensions within Salesforce Marketing Cloud.
This document is required for users of the Donor Management System (DMS) database courtesy of the University of Minnesota Foundation (UMF).
If you have general use questions concerning document imaging, please contact the Document Imaging team by sending an email to
This PDF contains the policies surrounding use of the University of Minnesota Foundation's (UMF) Donor Management System.
This page contains pertinent info surrounding privacy and security policy when utilizing data queries within Donor Management System (DMS) from th
Login to the Donor Management System (DMS), available to people who have been granted access.
Oracle's PeopleSoft applications are the basis for a great number of the University's mission critical functions.
Oracle's PeopleSoft applications are the basis for a great number of the University's mission critical functions.
Oracle's PeopleSoft applications are the basis for a great number of the University's mission critical functions.
Oracle's PeopleSoft applications are the basis for a great number of the University's mission critical functions.
A standard data extension is a table within the application database that contains your data.
Learn how to create or join a Google Group, read and create posts, create a forum, and organize events.
Google's official help center on how to use Blogger
Instructions
Find the correct form(s) below. Forms can be completed online.
This vendor-supplied help article details the steps required to import new subscriber data into an existing data extension within Salesforce Marketing Cloud.
The Knowledge Base within TeamDynamix (TDX) is available as a repository for units with access to the tool.
Video introduction to creating an action template, along with a rule to invoke that action template.
Add questions (also known as elements and fields) to your form.
Add instructions at the top of the page.
UMN Jadu users will be assigned a single category to use for all their forms. You will still need to select that category.
Create your form's metadata. The Description field is required.
After you create Action Templates, you can create Rules to fire those Actions.
Video introduction to getting started creating a Jadu form.
The form instructions page is presented at the beginning of your form.
Add, edit, and remove prefills.
Download a PDF file that was generated upon form submission.
Dynamic display of a section of a page (also known as page branching) allows display of questions based on answers to previous questions.
Login to the Jadu Production Environment to view submitted forms.
Login to the Jadu Form Building Environment using your Jadu username and password.
Edit or delete an action template, and see which rules use an action template.
Remove a question from a page.
Jadu Forms can restrict access to your form only to those signed in with University of Minnesota InternetID and password.
Change the title of a page.
A progress bar indicates how many pages in the form have been completed and how many remain to be completed.
Show a custom response page after a form has been submitted.
Edit a question in a page.
Access data from submitted forms.
Video introduction to creating a page and adding it to a Jadu form.
A full account of all the legal requirements and policy guidelines for mass email sent from users of Salesforce Marketing Cloud at the University of Minnesota. The document is owned by University Relations.
The data extension details section is where you can view statistics about the data extension and change properties of the data extension.To access data extension properties, follow these steps:
To manage content or news for MyU Portal, click on one of the links below to request access.
This site, maintained by University Relations (URelations), provides downloadable files containing offical University of Minnesota logos, wordmarks ("Driven to Discover"), seals, and other official branding elements s
Maintained by University Relations (URelations), this site contains guidelines for using the official UMN Branded Template in Salesforce Marketing Cloud, as well as the raw HTML code for use in any HTML email authorin
University Relation's web page on University of Minnesota web standards, and usability and accessibility related to the Univesity of Minnesota web templates.
This site, maintained by University Relations (URelations), provides downloadable images for social networking services such as Facebook, Twitter, LinkedIn, and Google+; as well as common icons for RSS feeds and
Costs Paid by the UniversityThe following are Enterprise-funded costs covered by the University:
The Document Management team can provide reports to you, using the Business Insights tool, about Perceptive Content security, documents, users, and queues.
A short video with instructions on how to attach an email to a Prospect record with Cirrus.
A 1min 33s video covering the topic of what happens when a student clicks on the chat button and fills out the form (only name and email are required), how the agent is notified of inc
A Salesforce article on Creating and Editing Knowledge articles, including some tips and best practices.
A list of report types added into Recruitment CRM managed by the CRM support team.
A Salesforce article outlining how to update settings for the Stay-in-Touch functionality that allows you to request updated contact information from customers and users.
A 1min 34s video covering the topics of how a student can save the transcript of the chat to their computer and how either the student or Agent can end the chat.
A 1min 17s video covering the topics of how to select the Live Agent App, change your status to Online, and how the webpage looks when Agent is Online and when Agent is Offline. The video also notes that you
A Salesforce article with instructions on publishing Knowledge Articles.
A Salesforce article outlining Knowledge Documentation
A Salesforce article outlining Knowledge Documentation
A Salesforce article giving an overview of terms and definitions when using Salesforce Knowledge features and functionality.
A Salesforce article giving an overview of terms and definitions when using Salesforce Knowledge features and functionality.
A document maintained by the CRM Internal Support Team on the Silverpop Opt Out process.
A Salesforce article with instructions on how to send a Stay-in-Touch contact information update request to a Salesforce Contact from the Contact record.
A Salesforce article with instructions on how to send a mass Stay-in-Touch request to multiple Contacts at one time to request updated contact information.
A Salesforce article about Viewing and Editing articles within Salesforce Knowledge.
A Salesforce article about the cycle of publishing and maintaining Knowledge Articles.
This document provides conceptual and procedural information about the reporting functionality available in the Salesforce Marketing Cloud. Reports provide you aggregated information about your subscribers, sends, and
A Salesforce article outlining how to @mention individual people or a group to keep them informed when you're discussing something relevant to them.
A Salesforce article outlining how to @mention individual people or a group to keep them informed when you're discussing something relevant to them.
A Salesforce article giving an overview of using Group functionality for Chatter.
A Salesforce article giving an overview of using Group functionality for Chatter.
This 5min 48s video from Salesforce walks you through how group owners, managers and members all contribute to making a group's success.
This 5min 48s video from Salesforce walks you through how group owners, managers and members all contribute to making a group's success.
A Salesforce article about different report formats.
A Salesforce article about different report formats.
A Salesforce article about choosing a Report type.
A Salesforce article about choosing a Report type.
A link to Conga Composer's Learn About Conga Apps page where you are able to choose from a variety of resources.
A link to Conga Composer's Learn About Conga Apps page where you are able to choose from a variety of resources.
A Salesforce article going over considerations and specifications for using merge fields within email templates.
A Salesforce article going over considerations and specifications for using merge fields within email templates.
An article from Salesforce on how to create a report, with links to other relevant actions one may take in regards to Reports.
An article from Salesforce on how to create a report, with links to other relevant actions one may take in regards to Reports.
An article on how to Create a Dashboard in Salesforce Classic.
An article on how to Create a Dashboard in Salesforce Classic.
A Salesforce article on how to create a custom email template without letterhead.
A Salesforce article on how to create a custom email template without letterhead.
A Salesforce article on how to create email templates using letterhead.
A Salesforce article on how to create email templates using letterhead.
A Salesforce article on creating plain text email templates.
A Salesforce article on creating plain text email templates.
A Salesforce article on how to update your page display settings.
A Salesforce article on how to update your page display settings.
A Salesforce article about how to modify the display of your Tabs within Salesforce Apps.
A Salesforce article about how to modify the display of your Tabs within Salesforce Apps.
A Salesforce article on using the Report Builder to customize reports.
A Salesforce article on using the Report Builder to customize reports.
A Salesforce Help article covering the use of cross filters in reports.
A Salesforce Help article covering the use of cross filters in reports.
A reference document from Salesforce on available Filter Operators.
A reference document from Salesforce on available Filter Operators.
A Salesforce article on how to filter report data.
A Salesforce article on how to filter report data.
A Salesforce article on how to navigate to and update your personal settings in Salesforce Classic.
A Salesforce article on how to navigate to and update your personal settings in Salesforce Classic.
A Salesforce article that tells you how to follow records so you can see updates in your Chatter feed, including field changes, posts, tasks, and comments on records.
A Salesforce article that tells you how to follow records so you can see updates in your Chatter feed, including field changes, posts, tasks, and comments on records.
A 2min 31s video showing how to use Salesforce Chatter to create posts, polls, and bookmarks to collaborate effectively with your coworkers in Chatter.
A 2min 31s video showing how to use Salesforce Chatter to create posts, polls, and bookmarks to collaborate effectively with your coworkers in Chatter.
A Salesforce article on Getting the Most out of Filter Logic.
A Salesforce article on Getting the Most out of Filter Logic.
A Salesforce article on how to Group data in columns or rows in summary, matrix, and joined reports to display meaningful information.
A Salesforce article on how to Group data in columns or rows in summary, matrix, and joined reports to display meaningful information.
A Salesforce article outlining actions you can perform while your Report Preview loads.
A Salesforce article outlining actions you can perform while your Report Preview loads.
A Salesforce article with basic information on logging in for the first time.
A Salesforce article with basic information on logging in for the first time.
A Salesforce article on creating, accessing, and reviewing email templates.
A Salesforce article on creating, accessing, and reviewing email templates.
A Salesforce article with basic information on merge fields for use with email templates.
A Salesforce article with basic information on merge fields for use with email templates.
A Salesforce article describing basic navigation in Salesforce with Tabs and the basic setup of Object Home Tabs outlined.
A Salesforce article describing basic navigation in Salesforce with Tabs and the basic setup of Object Home Tabs outlined.
A Salesforce article including a table outlining where you can post and where your post will display.
A Salesforce article including a table outlining where you can post and where your post will display.
How-to article from Salesforce describing how to reply to Chatter Email Notifications and outlines for what to put in certain types of responses you may want to use to complete actions within Salesforce with your emai
How-to article from Salesforce describing how to reply to Chatter Email Notifications and outlines for what to put in certain types of responses you may want to use to complete actions within Salesforce with your emai
An article from Salesforce about Report Fields. The Fields pane displays fields from the selected report type, organized by folder. It also lists custom summary formulas, which you can cr
An article from Salesforce about Report Fields. The Fields pane displays fields from the selected report type, organized by folder. It also lists custom summary formulas, which you can cr
A Salesforce article about Saving and different Save options for reports.
A Salesforce article about Saving and different Save options for reports.
A How-To article from Salesforce on updating information in your Chatter Profile.
A How-To article from Salesforce on updating information in your Chatter Profile.
An external link to Silverpop's Training Portal. Silverpop Login information will be required.
An external link to Silverpop's Training Portal. Silverpop Login information will be required.
A Salesforce article indicating how to set criteria to be notified of and get report notifications based on this criteria.
A Salesforce article indicating how to set criteria to be notified of and get report notifications based on this criteria.
A Salesforce article on using fields to summarize your report data.
A Salesforce article on using fields to summarize your report data.
A Salesforce article with Tips for New Users.
A Salesforce article with Tips for New Users.
A Salesforce article with basic information on troubleshooting issues with logging in.
A Salesforce article with basic information on troubleshooting issues with logging in.
A link to a group of external resources for using Cirrus Insight with Salesforce.
A link to a group of external resources for using Cirrus Insight with Salesforce.
Both inline editing and enhanced lists are enabled for UMN Recruitment, which means you can edit records directly in a list.
Both inline editing and enhanced lists are enabled for UMN Recruitment, which means you can edit records directly in a list.
A PDF guide from Salesforce on using the Drag-and-Drop Report Builder.
A PDF guide from Salesforce on using the Drag-and-Drop Report Builder.
A Salesforce article that tells you how to view the Chatter feed associated with a record you follow to see updates about the record.
A Salesforce article that tells you how to view the Chatter feed associated with a record you follow to see updates about the record.
A Salesforce article on how to use formulas in reports to get customized summary data.
A Salesforce article on how to use formulas in reports to get customized summary data.
Salesforce Marketing Cloud Classic Content starts its end of support plan in the first half of 2019.
Salesforce Marketing Cloud Classic Content starts its end of support plan in the first half of 2019.
Salesforce Marketing Cloud Classic Content starts its end of support plan in the first half of 2019.
The University of Minnesota Marketing Cloud Users Google Group is a systemwide resource for anyone using Salesforce Marketing Cloud (SMC) at the University of Minnesota.
The University of Minnesota Marketing Cloud Users Google Group is a systemwide resource for anyone using Salesforce Marketing Cloud (SMC) at the University of Minnesota.
The University of Minnesota Marketing Cloud Users Google Group is a systemwide resource for anyone using Salesforce Marketing Cloud (SMC) at the University of Minnesota.
This screen-capture video walkthrough by Honey VanDerVenter will illustrate how to send a mass email message from Salesforce Marketing Cloud when you need to import subscriber data from a spreadsheet document (E
This screen-capture video walkthrough by Honey VanDerVenter will illustrate how to send a mass email message from Salesforce Marketing Cloud when you need to import subscriber data from a spreadsheet document (E
This screen-capture video walkthrough by Honey VanDerVenter will illustrate how to send a mass email message from Salesforce Marketing Cloud when you need to import subscriber data from a spreadsheet document (E
Login to Salesforce Marketing Cloud (SMC), formerly known as ExactTarget.This is not Salesforce CRM.
Login to Salesforce Marketing Cloud (SMC), formerly known as ExactTarget.This is not Salesforce CRM.
Login to Salesforce Marketing Cloud (SMC), formerly known as ExactTarget.This is not Salesforce CRM.
This section contains procedural information relating to
This document contains conceptual and procedural information about the portfolio file management feature inside of Salesforce Marketing Cloud.
Publication lists can provide more control over opt-out (unsubscribe) requests in Salesforce Marketing Cloud (SMC).
Publication lists can provide more control over opt-out (unsubscribe) requests in Salesforce Marketing Cloud (SMC).
Publication lists can provide more control over opt-out (unsubscribe) requests in Salesforce Marketing Cloud (SMC).
This screen-capture video walkthrough by Honey VanDerVenter will illustrate how to send a mass email message from Salesforce Marketing Cloud when utilizing Donor Management System (DMS) data extensions from the Univer
This screen-capture video walkthrough by Honey VanDerVenter will illustrate how to send a mass email message from Salesforce Marketing Cloud when utilizing Donor Management System (DMS) data extensions from the Univer
This screen-capture video walkthrough by Honey VanDerVenter will illustrate how to send a mass email message from Salesforce Marketing Cloud when utilizing Donor Management System (DMS) data extensions from the Univer
This screen-capture video walkthrough by Honey VanDerVenter will illustrate how to send a mass email message from Salesforce Marketing Cloud to a UMN internal LISTSERV mailing list.
This screen-capture video walkthrough by Honey VanDerVenter will illustrate how to send a mass email message from Salesforce Marketing Cloud to a UMN internal LISTSERV mailing list.
This screen-capture video walkthrough by Honey VanDerVenter will illustrate how to send a mass email message from Salesforce Marketing Cloud to a UMN internal LISTSERV mailing list.
This vendor-supplied help article provides information and examples on how tracking happens within Salesforce Marketing Cloud.
Send Preview is a rendering of an email as it will be sent to a recipient. After the initial preview, you can proceed through the rest of the recipients on the list to see the preview for each.
This vendor-supplied help article details using the Guided Send feature to send emails using contact information stored in a Data Extension.
This page presents conceptual and procedural information about sending within the Email application of Salesforce Marketing Cloud.
This page presents conceptual information about the tracking feature within the Salesforce Marketing Cloud application.
This vendor-supplied help article details the various tabs and functionality of the Tracking Workspace.The tracking workspace contains the follow tabs:
Please note: courses that must be available in June, should be entered into the Training Hub in May.
The University of Minnesota's official privacy statement. This page is a required link in the footer of any mass email that is sent from the University to an external audience.
A Google Doc maintained by the CRM support team with the current links for Testing Webpages in the current version of Salesforce sandbox Don.
Google Support document on the use of Google Groups to make sharing from Google Drive more easily monitored and controlled.
The validate functionality checks your email message for common issues that could prevent your email from being sent. Run validate on your email and make corrections before starting any sending process.
MissionTo provide an active, collaborative, user group and business process owner for WorkflowGen (WFG), the University’s enterprise workflow product.
All departments at the University of Minnesota are eligible to use WorkflowGen for their business processes.
To make this work, add a couple more actions to the workflow:Manager approvalCFO Approval
Self-Help Guides
Obtain secure access to the University's enterprise systems, including PeopleSoft, Data Warehouse, and reporting systems.
Obtain secure access to the University's enterprise systems, including PeopleSoft, Data Warehouse, and reporting systems.
Obtain secure access to the University's enterprise systems, including PeopleSoft, Data Warehouse, and reporting systems.
Obtain secure access to the University's enterprise systems, including PeopleSoft, Data Warehouse, and reporting systems.
Obtain secure access to the University's enterprise systems, including PeopleSoft, Data Warehouse, and reporting systems.
Obtain secure access to the University's enterprise systems, including PeopleSoft, Data Warehouse, and reporting systems.
Obtain secure access to the University's enterprise systems, including PeopleSoft, Data Warehouse, and reporting systems.
This Self-Help Guide may change as more users onboard to the Enterprise CRM platform.
This Self-Help Guide is intended for departments using the Service Console functionality within Enterprise CRM.
This self-help guide takes you through the process of creating a form, setting up the page elements (such as text fields, drop downs check boxes) and the corresponding properties, and managing the submitted form
This Self-Help Guide is intended for Campuses using Prospect Management functionality.
This self-help guide is for anyone who approves Access Request Forms (ARF) or Service Request Forms (SRF) that originate in TeamDynamix.
This self-help guide is for TeamDynamix users who want to learn how to run, create, and manage reports.
This self-help guide is for a technician who manages hardware assets in TeamDynamix (TDX).
This self-help guide covers how instructors can view rosters and waitlists and mark learners complete.
This self-help guide covers how learners can find, enroll, and complete training managed through Training Hub.
There are several steps involved in developing web-based forms with defined business process pathways using WorkflowGen.