AI generated summary:
GEMS Training Resources: An overview of the GEMS training resources is provided, including the Information Center, live chat support, top tutorials, training and events, and GEMS certification exams. The importance of these resources for learning and mastering GEMS is emphasized.
Information Center: The Information Center icon, located in the upper right-hand corner of GEMS, provides access to all training resources, documentation, and live chat support for administrators.
Top Tutorials: Top tutorials are available in the Information Center, offering quick and easy ways to learn about GEMS functionalities.
Training and Events: The training and events section lists free webinars and other training sessions offered monthly or on special topics.
GEMS Certification Exams: The GEMS certification exams are open-book tests that users can take while learning GEMS. Completing each level grants a GEMS badge or certificate that can be posted on social media or email signatures. Additionally the certification exams are a great way for new team members to get acquainted with GEMS, as they can learn as they go.
GEMS Navigation: It is important to use the navigation within GEMS rather than the browser's back or refresh buttons to avoid being logged out and potentially losing unsaved work. Navigation and refresh within GEMS are demonstrated.
Web-Based Application: GEMS is a web-based application, and all navigation should be done within GEMS, not using the browser's back or refresh buttons.
Navigation Options: Navigation options within GEMS include using the GEMS back button/arrow or clicking on the home button to return to the home screen.
Refresh Button: The refresh button, located under the user menu, should be used instead of the browser's refresh button to avoid being logged out.
Security Reasons: Using the browser's navigation buttons could log users out of GEMS for security reasons, potentially causing loss of unsaved work.
Customizing GEMS Experience: Users can customize the GEMS experience by adjusting user preferences such as date format, number format, and view format. The “inherit user” preferences feature allows users to copy formatting preferences from colleagues to ensure consistency.
Date Format: The date format can be changed in user preferences, which is important for both on-screen display and data export consistency with colleagues.
Number Format: The number format, including decimal places and grouping symbols, can be adjusted to match personal or team preferences.
View Format: The view format for names can be customized, allowing users to choose between first name last name or last name, first name formats.
Inherit Preferences: The inherit user preferences feature allows users to copy formatting preferences from colleagues to ensure consistency in data presentation and export.
Searching in GEMS: The "find" tiles can be used to search for business entities, people, reports, and documents. The concept of an empty search and how to filter and sort search results are explained.
Find Tiles: The "find" tiles are used to search for business entities, people, reports, and documents, emphasizing their role in quick navigation.
Empty Search: An empty search returns all possible options for a category, useful for new users to explore available data.
Filtering Results: Search results can be filtered by different fields, such as jurisdiction or name, to refine the search outcomes.
Sorting Results: Search results can be sorted by column headers, similar to Excel, to organize data alphabetically or by other criteria.
GEMS Snapshots: Snapshots in GEMS provide a high-level overview of important data for business entities. Navigation and viewing historical data by changing the as-of date, are demonstrated.
Snapshot Overview: Snapshots are high-level overviews of important data for business entities, formatted with panels showing key information.
Customizing Snapshots: Snapshots can be customized by administrators to show different panels, fields, or orders based on user needs.
Historical Data: Historical data can be viewed by changing the as-of date in the snapshot, allowing users to see past information for entities.
Refresh Snapshot: It is important to refresh the snapshot after changing the as-of date to ensure the data displayed is updated correctly.
Exporting Data from GEMS: Data from GEMS can be exported as a full snapshot or from specific panels into formats such as PDF, Excel, or Word. The importance of refreshing the data before exporting is explained.
Export Formats: Data from GEMS can be exported into different formats, including PDF, Excel, and Word, depending on user needs.
Full Snapshot Export: A full snapshot can be exported to PDF, ensuring all panels are included in the report.
Panel Export: Data from specific panels, such as appointments, can be exported to Excel, providing a focused report on particular data sets.
Refresh Before Export: It is important to refresh the data before exporting to ensure the most current information is included in the report.
Drilling Down into GEMS Data: Detailed data within GEMS can be accessed by clicking on teal links and icons within the snapshot panels. Examples of accessing appointment records and person entity snapshots are provided.
Clickable Links: Detailed data can be accessed by clicking on teal links within snapshot panels, such as appointment types or names.
Appointment Records: Detailed appointment records can be accessed by clicking on the appointment type link, revealing more information about the appointment.
Person Entity Snapshots: Person entity snapshots can be accessed by clicking on a person's name, providing detailed information about the individual and their roles.
GEMS Audit Trail: The audit trail feature in GEMS allows users to see the history of changes made to an entity, including who made the changes and when. Accessing and interpreting the audit trail are demonstrated.
Audit Trail Overview: The audit trail tracks the history of changes made to an entity, including the user who made the changes and the date and time of the changes.
Accessing Audit Trail: The audit trail can be accessed from the snapshot by clicking on the "View More Details" option and selecting the audit trail screen.
Interpreting Changes: The audit trail can be interpreted by viewing the details of changes, such as before and after values, to understand what modifications were made.
Accessing Documents in GEMS: Documents related to an entity in GEMS can be accessed and managed through the documents panel or the documents button. Opening, downloading, and sorting documents are demonstrated.
Compliance Tracker: The compliance tracker in GEMS helps users track activities, tasks, and to-do items assigned to them. Navigation of the compliance tracker and viewing details of assigned activities are explained.