Now that you understand how a datasheet is compiled, we need to set up your computer to be able to upload the datasheets into the database. To setup the new Datasheet Uploader to be able to enter a Datasheet both Mac and PC users should follow the steps outlined in the GURU card below.
Now that the Datasheet Uploader is installed and set up. It is now time to upload a scoresheet into the software. Using the datasheet below, follow the GURU card to upload this fictitious person’s behavior assessment into Silly Productions Training Center, UOS software. When finished, check the software to see if your person’s profile and…
Partners and clients will often submit to us old behavior reports that do not have a ScoreID. Using the ‘Self factor scores’ listed on the old behavior report, we can digitize the report and create a ScoreID by uploading a datasheet into the database. Before we dive into how the datasheet gets into the database,…
All queries for the job assessment can be found in the query template you have already uploaded. However, if you would like a separate template for the Job Assessment, you can use the Cognitive JA template here. The information you will need to locate information about a job will require you to first look up…
Part III of your database training will focus on finding information in SQL about folders, jobs, and companies in the software. For this training, you will mainly be using the ‘Tier 1 Software Company Folder and Jobs Database Template’, which you should already have downloaded. Information on a Company by entering the Company Name Information…
Information on a folder by entering the FolderID To find information about a folder, such as who created it and who modified it. You need to have the FolderID. To locate the FolderId, you will first run the following query: select *from Folderwhere CompanyId = ‘CompanyID’ When that information populates, you will locate the FolderName…
In the database we are able to see who modified a user. 1. To do this run the following query of the user you are looking to see who was modified. select *from [User] suinner join [User] ss on su.UserId = ss.ModifiedBywhere ss.[Email] = ’email address’ 2. Scroll to column ‘MiodifiedBy’ and obtain the UserId. 3. …
In the database we are able to see a user’s active and deleted Teams, once called Groups. Follow the steps below to find their Teams: 1. Run the following stored procedure to the the user’s UserID: exec [Support].[User_Info_ByEmail] ‘insert email’ ** remember you can also search using the first and last name query 2. Run the…
1. Uncheck software access for the user under their contact page in Salesforce. If the user was never given software access on the old account, skip step 1 and continue with step 2. 2. Move/Link the contact in Salesforce to their new account. Select ‘edit’ in the contact page Remove the current ‘Account Name’ and…
1. Open up SQLQuery 2. Execute query to look up a software user by email address or fist and last name to locate their UserID exec [Support].[User_Info_ByEmail] ’email address’ Select *from [User]where LastName = ‘LastName’ and FirstName = ‘FirstName’ 3. Locate the UserID 4. Place that UserID into the following query select *from [User]where UserId…
1. Open up SQLQuery 2. Run ‘User_Info_ByEmail’ query: exec [Support].[GlobalBASearch_ByEmail] ‘test@predictiveindex.com’ 3. Locate the UserID in the results 4. Open Salesforce 5. Navigate to user’s company 6. Select ‘API Requests’ located in the Quick Links box 7. Select the most recent API Request for that user 8. Locate the APIUserID – copy it 9. Using…
You can look up a software user by their email or by their first and last name. 1. Open up SQLQuery 2. Highlight and press ‘Execute’ on one of the below stored procedures depending if you have the user name or email. If you have the first and last name run the below stored procedure…
Part II of your database training will focus on finding user information in SQL, while part I was focused more on the assessment taker. For this training, you will mainly be using the ‘Tier 1 Software User Database Template’, which you should already have downloaded.