Tailored Support to Maximize Your Intelex Investment

The main difference is that these are dedicated sessions with an Intelex technical expert which can be scheduled with your team at a time and place that suits your needs. These sessions are custom-tailored to the needs of our valued customers, providing in-depth support. In contract, standard Intelex support is on-demand for quick assistance, with a more limited scope, less preparation time and less emphasis on training your team to impart knowledge effectively.

Depending on your needs, you can schedule a follow-up session or contact your Intelex representative to explore other service options that may better align with your requirements. Our goal is to ensure your system is working as desired and we will partner with you to make sure you are fully satisfied.

Yes, our experts have a wealth of industry-specific knowledge and can customize the session based on your industry and needs. Depending on your desired outcome, there may be other service offerings that may be suitable as well.

There is no set limit – as many as can fit in your conference room or can join our video call are welcome. Our goal is to help you and your team address your needs while providing hands-on experience and training. You determine the right number of team members to attend, and we will make sure they are up to speed and can build on their knowledge going forward.

The following would be out of scope for these sessions, but eligible for other Intelex service offerings – reach out to learn more!

• Any Configuration needs or additional support outside of the allotted session
• Scoping or formal projects
• Any patch updates or site copies
• Installing any new applications or integrations
• Formalized/structured training sessions beyond the duration of the session
• Technical support for the customer outside of the session and subsequent follow-up email
• New application implementation

Here are some examples of topics that would work well for this session, but this is not an exhaustive list. Depending on the specific requirements, a separate engagement may be required to complete additional work.

• Help on building or completing a report or dashboard
• Help on troubleshooting/correcting a Workflow condition/logic
• Help on minor configuration additions or minor adjustments to objects/applications
• Help to build or troubleshoot an import
• Help on verifying expected functionality

Here are some examples of the types of questions that would work well for this session, but this is not an exhaustive list. Since not all configuration changes are “quick and easy” and depending on complexity, a separate engagement may be required to complete additional work.

• How do we allow a designated group to see a set of Injury records?
• How do we add a new grid to an existing form in Intelex?
• I can’t get x report to show what we want to see. What can we do to fix this?
• What can we do to enhance x dashboard’s performance? It’s slow to load.
• We can’t get a field to populate on a notification email. What can we do to fix this and collect the right data?
• How do we add additional recipients in a workflow email notification?
• What best practice tips do you have for ‘Update’ type imports?
• How do we send reminder notifications for overdue action items?
• We would like to make some changes to an inventory view to make it easier to navigate. What do we need to do to make our changes and what tools are available to us?

Config Clinics are designed for topics that require a deeper dive than what is outlined above for the ILX-pert session, and can be completed within a 1–3-day timeframe. If your needs overlap with another Intelex offering, the other offering may be a better fit. Please reach out if you have further questions!