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  1. XOi Technologies
  2. Frequently Asked Questions
  3. Vision Administration

Vision Administration

  • Getting Started: How to build a workflow step using templates
  • How do I create a user?
  • Getting Started: Building a workflow step from scratch
  • How to build a Short Text Workflow step
  • How to build a Content Workflow step
  • How to build a Numeric Workflow step
  • How to build a Date Workflow step
  • How to build a Multiple Choice Workflow step
  • How to build a Yes/No Workflow step
  • Filtering Reports with Custom Date Ranges
  • How to stop unwanted workflow notifications
  • How to share a workflow with an affiliate organization
  • How do I administer my organization in Vision?
  • How do I create a job for a technician in Vision Web?
  • How do I add notifications to a workflow?
  • How do I reassign a job to another technician?
  • How do I access reporting details?
  • How do I edit user information?
  • How do I add or edit a group?

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