Introduction.

Why?
Has the implementation project been completed and do you want to remove all test data from Coachview so that you can start building your 'live database'? Then you can use the 'Initiate Go Live' button. The test data will be deleted, but data about the setup will be kept. The button can only be used under certain circumstances:
  1. The customer status must be 'Entry'. (technical background control by your implementer)
  2. Because you do this together with your implementation supervisor, he or she must be assigned to you and have a valid email address.
  3. You must have the 'administrator' user role (so that you can access the 'Administration' menu and the 'Parameters' menu item).
  4. You initiate the moment.

That's how you do it:


This data will be deleted.This data will not be deleted.
Companies and people:

Person

Company
Course data:
CoursesCourse definitions
Training questions
ResultsResult definitions

Teachers and locations (including roles)

Reasons for exemption

Reasons manual agreement
Financial:
Requests, sales lines and added staffingSales line templates and arranged staffing
Purchase orders and rules
Invoices (concept and final)
Invoice lines, not linked to a teacher
Invoice lines, linked to a teacher

VAT

Ledger accounts

Cost centers

Units

Reasons expire
Debtors
Creditors, without invoice linesCreditors, with invoice lines (teachers)
Evaluations:
EvaluationsEvaluation templates
Evaluation questions and answersEvaluation question templates

Keuzereeksen
Workflow:
Internal DocumentsExternal (uploaded) documents

Document templates

Stylesheets
Actions (also the rounded ones)Task templates
General:
Web requests (whether or not processed and cancelled)Non-availability (general, teacher and location)

All categories

Free fields design and completion for files that are not deleted

Users and user roles

Functions and departments

email groups

Personal dashboard setting (start screen)

Special tasks

Column settings

Uploaded logos

Links via Service Center
Material:
Material changesMaterial

Reasons for material changes
Competences
Manually added target groupsAutomatically created target groups (e.g. MailChimp integration).
Competence in execution (training request)Competence setting