A not entirely comprehensive list of resources we’ve created relating to core functionality and value props. All of these documents have previously been shared internally (and some externally), but with the exception of the YouTube videos, please check with Dave prior to sharing anything with non-employees. These materials are intended to be evergreen as to not need frequent updating.
Audits
- Feature Notes: Audit Refactor. A document outlining the core workings and concepts of the Audit Refactor.
- Audit Refactor Deck. A breakdown of the functionality included in our Audit Refactor and some key feedback which drove the feature design.
- Simplifya Custom Questions V1 – Demo. A spreadsheet with 75 example custom questions, categories, and question groups that can be added to demo accounts.
Dashboard
- Simplifya’s Dashboard Walkthrough [Video]. An explanatory video made to give users an overview of our new Dashboard. Can be shared freely.
- Dashboard Value Props. A document with nine benefits for our revamped Dashboard.
Licenses
- Feature Notes: License Tracker. A document outlining the core workings and concepts of License Tracker.
Oversight Portal
- Feature Notes: Oversight Portal. A document outlining the core workings and concepts of Oversight Portal.
- Oversight Portal Demo [Video]. This demo was originally given on 06/18/2018, two weeks before the public launch.
Reporting
- Feature Notes: Reporting. A document outlining the core workings and concepts of the Reporting (data export) feature.
SOPs
- Feature Notes: SOP Permissions. Explanation and examples of how clients can give or restrict internal user access to SOPs.
Custom SOPs
- Feature Notes: Custom SOPs. The following document explains the core workings of Custom SOPs, which allow ACs and LOs to create their own SOP Templates for consumption by other companies.
Smart Cabinet
- Feature Notes: Smart Cabinet Refactor. A document outlining the core workings and concepts of the new Smart Cabinet.