Webinars

Video Library Management in SharePoint

It is common to use videos for learning and knowledge transfer especially with a large amount of web meetings taking place. SharePoint is used heavily for document management. SharePoint is also great for managing video libraries for training, meeting recordings and important announcements.

Infowise Ultimate Forms allows you to incorporate key requirements when it comes to managing videos. Now you can capture and share important videos with employees using an intuitive interface.

In our next webinar, we will demonstrate how you can set up a video library including all the feature you need to ensure a user-friendly experience:

  • Upload videos easily to a user-friendly dashboard
  • Automatically trigger emails to notify users
  • Include formatted video description
  • Allow users to share videos easily
  • Allow user feedback including questions and comments
  • Link to related videos
  • Set expiration date ensuring current videos gain focus
  • Organized your videos in categories for easy filter and search

Sign up for our presentation to see all the great features of using Ultimate Forms for video management.  You can download our free trial as well as the demonstrated template to try the solution for yourself.

January 19th, 2023, 11:00 AM Eastern
Aired: 17-Nov-2022 | Webinar | Description

Most forms are not engaging. Out-of-the-box SharePoint simply presents a list of fields displayed vertically without engaging the user. This leads to a poor user experience, incomplete or inaccurate information and bad results.

Infowise Ultimate Forms provides an easy-to-use form designer that lets you build interactive guided forms that engage the user by asking simple questions and displaying relevant guided information along the way.

Guided forms help the user by responding to selections during form entry. This allows you to ask only relevant questions and point the user in the appropriate direction. Instead of overwhelming the user with a long list of fields displayed all at once, you can display questions one at a time making for a more focused user experience.

In our next webinar, we will demonstrate how to make interactive guided forms in SharePoint using these key concepts:

  • Interact with the user one question at a time
  • Provide simple answer buttons
  • Provide focused inputs along with contextual information
  • Handle multiple situations with branching logic
  • Build dynamic form rules with simple configuration and no programming required
  • Use visual cues such as a progress bar to encourage the user

Sign up for our presentation to see all the great features of our Form Designer tool.  You can download our free trial as well as the demonstrated template to try the solution for yourself.

Aired: 13-Oct-2022 | Webinar | Description

Basic forms are common in SharePoint and other related form building tools. Unfortunately, options are limited, and you end up with simple static forms. These are “dumb forms” that don’t change according to the user or conditions in the form. The display options are limited, and the interface is boring.

Infowise Ultimate Forms provide a powerful form builder interface which allows you to create fully dynamic SMART forms that change according to the user, status, or any conditions that you define. Additionally, the interface can be made to expand and collapse as a user interacts with the form.

In our next webinar, we will provide a live demonstration building dynamic SMART forms that handle all kinds of conditions while providing the user a friendly interface. All of this can be accomplished with simple configuration and no custom code! If you are frustrated by the limitations of your current forms, come join us to learn more about the features and functionality available to build SMART forms in SharePoint:

  • Show / hide sections conditionally according to user inputs
  • Apply conditional validation
  • Show / Hide information according to field values
  • Use custom buttons to allow users to make updates directly in the form
  • Add “baked-in instructions” and pop-up help to guide users
  • Change colors and styles according to status
  • Include a dynamic summary header with key form data
  • Include automatic history logging of previous updates

Sign up for our presentation to see all the great features of our Form Designer tool.  You can download our free trial and do all the same steps for yourself.

Aired: 08-Sep-2022 | Webinar | Description

Creating custom SharePoint forms can be a slow and painstaking process. Because it takes so much time and effort, many organizations end up going without custom forms-based work processes. But it doesn’t have to be!

Infowise Ultimate Forms provides an amazing form designer which allows FAST custom form building designed around ease of use with no custom code.

In our next webinar, we will provide a live demonstration building great looking custom forms from scratch faster than you would have ever thought possible. If you are frustrated at your current options for building custom SharePoint forms, please join us to see just how fast and easy it can be. We’ll highlight these key features:

  • Simple and versatile container model
  • Easy to understand style rules to set the look and feel
  • Apply colors, borders, padding and other styles in seconds
  • Create fields while building the form
  • Insert custom instructions, images, and related content
  • Create a dynamic header with key content
  • Use dynamic rules for conditional form sections
  • Build a complete custom form in only a few minutes

Sign up for our presentation to see all the great features of our Form Designer tool.  You can download our free trial and do all the same steps for yourself.

Aired: 11-Aug-2022 | Webinar | Description

Coordinating the schedule of your workers is a critical part of your operations. It should be easy to view and update the overall schedule as easily as possible. Like Time Tracking Solutions, planning the upcoming schedule is a vital part of your process. If your current software doesn’t provide you the flexibility and views to manage this process, consider your own solution in SharePoint which includes all the features you might need.

In our next webinar, we’ll look at a complete resource management solution that allows you schedule workers and view the upcoming schedule in dynamic color-coded board views with filter and search. Our solution includes all key requirements including:

  • Daily, Weekly, Monthly schedule views
  • Color coding by status or category
  • Filter by employee and team
  • Automatic email updates
  • Schedule Grid PDF template
  • Resource and capacity planning
  • Personalized dashboards
  • Automatic copy and repeat for reoccurring records

Sign up for our presentation to see all features in this solution.  We will provide a free downloadable template to webinar attendees.

Aired: 14-Jul-2022 | Webinar | Description

Coordinating a schedule with employees is a critical need for every organization. Most of the time it is easiest to use Outlook, but this doesn’t address broader scheduling needs. What if you want to provide a calendar visible to your whole organization? A calendar in SharePoint would be great, but the out-of-the-box SharePoint calendar options are too limited.

In our next webinar, we’ll look at a comprehensive SharePoint calendar solution incorporating many features not normally available in SharePoint. This solution includes these key features:

  • Search and filter capabilities
  • Organize events by categories
  • Color code events and use icons
  • Set up reoccurring events
  • Multiple views including day / week / month / Gantt
  • Automatic email notification reminders
  • Hover cards with detailed event information
  • Modern interface and features

Sign up for our presentation to see all features in this solution.  We will provide a free downloadable template to webinar attendees.

Aired: 09-Jun-2022 | Webinar | Description

Vacation tracking is an important function of the work environment. We need to be able to plan our own vacation time and be aware when other team members are going to be out.

Every organization should have a simple and easy system to track vacation scheduling for all team members. SharePoint provides the perfect environment to host a Vacation Tracking tool that you can set up yourself.

In our next presentation, we’ll show a simple Vacation Tracking Solution that incorporates key features to all your team to plan vacation time and to show a composite vacation schedule. In our presentation we’ll show a solution with these key features:

  • Simple custom form data entry
  • Automatic tracking of vacation totals
  • Composite schedule to view when team members are on vacation
  • Auto generated email notifications
  • Request and approval system
  • KPI indicators to show used vacation / remaining vacation
  • Custom calendar views
  • One stop dashboard to check current vacation status

Sign up for our presentation to see all features in this solution.  We will provide a free downloadable template to webinar attendees.

Aired: 12-May-2022 | Webinar | Description

Task Management is vital to every organization. We must manage and prioritize work through task management. There are many tools to create tasks, but these tools don’t get widespread user adoption. For a task management tool to work great, it must be simple to use and have a great interface.

Task Management must be streamlined so that everyone understands and uses it consistently.

In our next presentation, we’ll demonstrate a dynamic Task Management System for SharePoint that allows you to manage tasks easily in a compelling visual interface. Our system includes these important features:

  • Create project task lists in an easy-to-use dynamic form
  • Assign tasks to team members quickly
  • Track progress on completed tasks
  • Visual indicators showing progress on task completion
  • Email notifications for task assignments and reminders
  • Assign task list owner for managing work
  • Simple list view checklist for high level management
  • Detailed custom form for precision task management including priorities, task assignments and due dates.

Sign up for our presentation to see all features in this solution.  We will provide a free downloadable template to webinar attendees.

Aired: 07-Apr-2022 | Webinar | Description

Approvals are a common process for every organization. Team members need to review and approve before critical actions take place. SharePoint is the perfect place to manage approvals and provide status on key processes. In our next session, we will show a Dynamic Approval System which allows you to easily track your approval process and coordinate on key business decisions.

Our system incorporates key functionality including:

  • Use dynamic number of approvals according to data such cost
  • Automatic history tracking to record who approves and when
  • Email notifications to prompt for approvals and remind approvers when stalled
  • Electronic signature to manage sign off process
  • Approval dashboard with status tracking and KPI indicators
  • Embedded instruction and pop-up help to guide approvers
  • Dynamic form interface that changes according to progress

Sign up for our presentation to see all features of this solution.  We will provide a free downloadable template to webinar attendees.

Aired: 24-Mar-2022 | Webinar | Description

Let’s help your organization build a high-performance culture through effective performance management. We will be presenting this premium solution, tailor-made to ensure the success of your business.

  • Performance Review - manage employee performance, measure their overall contribution and acquire powerful insights that help you create a plan of action
  • Goal Setting - set SMART - specific, measurable, attainable, relevant, time-bound goals and provide ongoing expectations and feedback on all key performance indicators
  • Culture & Values - leverage the powerful app modules to develop and maintain robust and high-performance culture and shared values across your enterprise
  • Customization - we include 25 hrs of consulting with each purchase to customize the solution to your needs

Join our webinar as we present the solution and show you how your business can benefit by structuring and streamlining the performance review business processes.

Aired: 10-Mar-2022 | Webinar | Description

Tracking and managing workplace safety is essential. Incidents must be reported immediately, and appropriate follow actions are a must. Every organization should provide an easy-to-use safety report system in which all employees can report incidents and be proactive in identifying risks.

Follow up actions must be identified and tracked to ensure the safest possible workplace.

If your current safety tracking system is lacking, attend our presentation to see how you can get your own system with these key features:

  • Simple form to immediately report workplace incidents.
  • Smart notification system to route information to managers.
  • Automatic follow up action assignments with tracking.
  • KPI indicators and scoring system to monitor progress.
  • Smart image upload system with hover image feature to capture key visuals of problem areas.
  • Escalation system to address unresolved safety issues.

Sign up for our next webinar to see all features of this solution.  We will provide a free downloadable template immediately after the presentation.

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