Introduction. |
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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:
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That's how you do it: |
This data will be deleted. | This data will not be deleted. |
Companies and people: | |
Person | |
Company | |
Course data: | |
Courses | Course definitions |
Training questions | |
Results | Result definitions |
Teachers and locations (including roles) | |
Reasons for exemption | |
Reasons manual agreement | |
Financial: | |
Requests, sales lines and added staffing | Sales 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 lines | Creditors, with invoice lines (teachers) |
Evaluations: | |
Evaluations | Evaluation templates |
Evaluation questions and answers | Evaluation question templates |
Keuzereeksen | |
Workflow: | |
Internal Documents | External (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 changes | Material |
Reasons for material changes | |
Competences | |
Manually added target groups | Automatically created target groups (e.g. MailChimp integration). |
Competence in execution (training request) | Competence setting |