When merging jobs, the following steps will move the job assessments from the moving position to the target position. This will not update the set job target to the combination of the two jobs. The user would need to adjust that accordingly. For Behavioral Assessments linked to the moving job, they will not move to…
1. Locate the Behavioral Assessment and Cognitive Assessment in the software 2. Copy the GUID 3. Open up SQLQuery 4. Run ‘Merge_CAs_into_BAs’ query: exec [Support].[Merge_CAs_into_BAs] ‘CA SurveyUserGuid’, ‘BA SurveyUserGuid’ **The Cognitive Assessment will be merged into the Behavior Assessment profile.
Behavioral Assessments 1. Open up SQLQuery 2. Run BA search by name or email address 3. When the results populate, find the archived assessment. The ‘SurveyUserStatus’ will say ‘Archived’ for the assessment you need to restore. 4. Copy the ‘SurveyUserID’ from the archived assessment. 5. Using the following stored procedure, insert the ‘SurveyUserID’ between the…
Behavioral Assessment 1. Open up SQLQuery 2. Highlight and press ‘Execute’ on one of the below stored procedures depending if you have the assessment taker’s name or email. If you have the first and last name run the below stored procedure with the first and last name separated with single quotes and a comma like…
SQL Terminology Pre-Made Database Templates The below SQL files contains the queries and stored procedures you’ll need to be successful with Tier 1 (basic level) database actions for PI Software Behavioral Assessments, Cognitive Assessments, users, companies, folders and jobs. Assessments – https://content.api.getguru.com/files/view/1402190f-0d6b-4104-8fcb-4bc36a16aef2 Software Users – https://content.api.getguru.com/files/view/2ffd9440-b331-4fc7-acdf-7eb2b6a26fbe Companies, Folders, and Jobs – https://content.api.getguru.com/files/view/04e3cf6c-017b-48ff-87f1-c0c2a7a16e62 To upload these…
Welcome to the Database, also known as SQL/Azure Data Studio. This is where all client data is housed. Access to client data is restricted. Clients and Partners do not have access to this platform. Only PI engineers and the User Operations team have access to this information. Azure Data Studio should already be downloaded onto…
If a client or partner is having trouble locating an assessment in the software, there may be a few reasons why they can’t find it. The next lesson will run through a few different scenarios of why this might be occurring and how to fix it. Test your knowledge When ready click the ‘Start Quiz’…
Clients and partners often contact us because they are having trouble utilizing software features. The following troubleshooting guide will teach you areas to check to help them resolve their issues. If after attempting these troubleshooting steps and the problem is still not resolved, there could be a bug in the software and at that time…
To impersonate a user in the Software, utilize the Auth0 Dashboard: Go to the Users page in the Dashboard. Search for the User and click the name of the user you want to impersonate. When the User Details page opens, click the ‘Sign In as User’ button. Select “Pi-Production” from the drop-down list. Select the…
When a user has tried logging in too many times with the incorrect username or password, they can cause themselves to become blocked and are unable to log in. At that point the client or partner must contact us to release the block. At times they also need us to reset their password. 1. Log…
We often see cases come in where a user cannot log in to the PI software and requests their password to be reset. To assist this user, we need to first locate their email address. Typically their email address and contact information is under the “Submitter Information” on the left-hand side within a case that’s…