David Holt

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  • How to Restore a File From the Trash in Core

    All deleted files end up in the trash. To access the Trash, View Trash permission is required. If a file has been permanently deleted, it cannot be restored. Follow these steps to restore a file:  ...

  • Creating and Editing Incidents in Core

    An incident is a collection of facts about an event or activity that a test program or project manager may need to retain, analyze, report, and take action on. Administrators can configure incident...

  • Attaching a File to an Incident in Core

    Core lets you attach files to an Incident, including image files and pdf documents. Also See: Creating and Editing Incidents in Core 1- In Core, select a hub (if you have more than one, if not you ...

  • How to set up an external form in Core

    Required Permissions: Edit Incident Types Required Upgrades: Incidents External forms allow unauthenticated users to add incidents of a particular type to your hub. This is great for a tip line for...

  • Adding Comments to an Incident in Core

    Core lets you add comments to Incidents.   1- In Core, click on the Incidents tab.   2- You will see the following screen below.  Click on the desired Incident   3- Click on the Discussion tab  ...

  • Adding Zones to a Hub in Core

    Zones are used to control what content is available to users in each Hub. Users with a zone restrictions can only see Zone folders and Incidents assigned to those specified zones. Users with no zon...

  • Adding and Removing Users to a Hub in Core

    Core provides a way for administrators to manage access and permissions for all users in the hub. The Hub is where you can assign roles, set zone restrictions, and view security ratings for everyon...

  • Creating and Editing User Roles in Core

    Roles within a hub have two main functions: Permissions: Roles are used to limit what users can and can’t do within the hub Incident workflow: Roles are used for the assigning of incidents to user...

  • How to Upload Files to Core

    You can upload files to Core for the purpose of storing and/or sharing with other users in the hub. 1. In Core, choose your hub > Files > Select a zone folder   2. Select Add Files > Click on the...

  • Core Release 2.28 (11/4/22)

    This article highlights the changes made by the Core version 2.28 release.   Columns on Incident pages can be hidden, moved or sorted per viewers preferences A user in Core with access to the incid...