Join Us for Our 2026 Workshops

• Building Advanced Reports with Formula Fields
  Create reports that count action plans by status and timeliness, grouped by month, using formula fields and summarization tools. 

• Leveraging Calendar Management for Custom Reporting Periods
  Display data by quarters, months, or years, and add company-specific fiscal periods for tailored reporting. 

• Harnessing the Power of Business Hierarchies in Reporting
  Build reports using the new Business Hierarchy feature to deliver deeper organizational insights. 

• Creating Cross‑Object Reports Using Data Joins
  Develop reports that combine data across multiple Intelex objects and source reports using Data Joins to deliver deeper insights and eliminate data silos. 

• Using Underlying Data to Control Scope and Enhance Report Performance
  Configure Underlying Data to restrict reportable fields and records, ensuring users access only relevant data. Use Underlying Data as a primary data source to create more powerful and efficient reports. 

• Applying Pareto Charts for Root Cause and Priority Analysis
  Explore the Pareto chart type and learn how EHS teams can use it to identify major contributors to incidents, nonconformances, and other key risk areas. 

• Mastering Matrix Reports (Pivot Tables) for Multi‑Dimensional Analysis
  Build matrix reports that compare data across multiple dimensions by configuring rows, columns, and summary functions. Learn to incorporate date/time fields to reveal patterns and trends over time. 

• Leveraging Summary Charts and Targets for Insightful Dashboards
  Use Summary chart views to visualize high‑level trends and integrate Target functionality to quickly assess performance against thresholds, enabling faster decision‑making on dashboards. 

• & more! 

• Adding New Fields for Smarter Data Capture
  Learn best practices for adding fields to views, making them mandatory, and controlling visibility during specific workflow stages. 

• Leveraging Form Designer and Source Code
  Explore form designer, source code, and view actions for precise configuration. 

• Improving Form Usability
  Add hints, tooltips, and empty field placeholders to simplify data entry and reduce user errors. 

• Enhancing Grids with Custom Columns
  Add new field columns to grids (e.g., Action Plans) using source code and enable in-line editing with blue formatting for better usability. 

• Modifying Security for Existing Applications
  Understand the security model and learn how to grant additional permissions so users can edit and progress the workflow even when they are not the Person Responsible. 

• Custom Permissions and Workflow Stage Security
  Restrict sub-record creation (like action plans) to specific users and explore advanced workflow security options. 

• Troubleshooting Notifications and Errors
  Investigate the source of error messages and notifications by analyzing action handlers, workflow validations, business rules, and action links. 

• Resolving Complex Admin Issues
  Apply configuration skills to troubleshoot workflow blockers (e.g., populating empty employee fields to allow progression). 

• & more! 

• Calculation Engine anatomy and functionality 

• • What are all the variables supported by the calculation engine, what rules exist behind the scenes, how to troubleshoot. 

• Data import jobs  

• • Sequence and stages 

• • Optimization 

• • Understanding logging 

• • Variables for data import job 

• Data Exports Jobs 

• • Sequence and stages 

• • Optimization 

• Data Managers 

• • Configuration and troubleshooting 

• • Adding tooltips and instructions 

• & more! 

8:30 – 9:00 AM: Coffee, Tea, and Breakfast

9:00 – 10:30 AM: Activity Block 1

10:30 – 10:45 AM: Coffee/Tea Break

10:45 – 12:15 PM: Activity Block 2

12:15 – 1:15 PM: Lunch Break

1:15 – 2:45 PM:  Activity Block 3

2:45 – 3:00 PM: Coffee/Tea Break

3:00 – 4:00 PM: Wrap-Up & Q&A