Infoveave Menu

The Infoveave menu is the central hub of the Infoveave platform, offering easy access to various modules, each designed to serve a specific purpose. This overview helps you understand the purpose of each module and how to navigate them effectively.

Insights

The Insights module allows you to explore data and gain valuable insights.

Follow these steps to navigate the Insights module

1. Click on the Insights module in the Infoveave menu.
2. Inside the module, you will find My Organization and My Workspace sections.
3. Select the desired section and folder to continue.
4. Inside the folder, access Infoboards, Reports, and Lists.
5. Click on Create Infoboard to create a new Infoboard.
6. Click on Chat with Fovea to get help from Fovea.
7. Use the search bar to locate specific Infoboards, Reports, or Lists.

Analysis

The Analysis module is designed for advanced data analysis.

Follow these steps to navigate the Analysis module

1. Click on the Analysis module in the Infoveave menu.
2. Access sections such as What-If Formulae, What-If Analysis, ML Models, and SciPyR.
3. Click on the section you want to explore.

Automation

The Automation module helps you streamline activities and automate processes.

Follow these steps to navigate the Automation module

1. Click on the Automation module in the Infoveave menu.
2. Inside the module, find sections like Workflows, Targets & Thresholds, and Alerts.
3. Click on the section you want to explore.

Data Apps

Data Apps allow you to create and manage forms for last-mile data collection and management.

Follow these steps to navigate the Data Apps module

1. Click on the Data Apps module in the Infoveave menu.
2. Create a new form or manage an existing one.

Data Quality

Data Quality helps you run checks to ensure data completeness and correctness before analysis.

Follow these steps to navigate the Data Quality module

1. Click on the Data Quality module in the Infoveave menu.
2. Create a new Data Quality check or manage an existing one.

Data Governance

The Data Governance module helps you organize and manage data using domains, tags, and tiers. Domains categorize data. Tiers prioritize data based on sensitivity. Tags enable flexible labeling for easier filtering and analysis.

Studio

The Studio module empowers you to design and manage various data-related elements.

Follow these steps to navigate the Studio module

1. Click on the Studio module in the Infoveave menu.
2. Access sections like Datasources, NGauge Forms, Infoboards, Reports, Lists, Queries, Media Manager, and Folders.
3. Click on the section you want to explore.

Administration

The Administration module manages system settings and user roles.

Follow these steps to navigate the Administration module

1. Click on the Administration module in the Infoveave menu.
2. Access sections like Roles, Users, Audit Logs, Address Book, Custom Calendars, Holiday Calendar, and Control Center.
3. Click on the section you want to explore.

Notifications

The notification panel provides updates about successes, failures, and activity status.

Follow these steps to manage notifications

1. Click on the Notification Icon to view all notifications.
2. Use the Search bar to search for specific notifications.
3. Click on the View button to see details.
4. Use the Delete icon to remove notifications.
5. Click the icon to refresh the list.
6. Click Download to download associated reports.
7. Click Disable Notification Popup to turn off popups for the current session. Notifications will reappear after you log in again.

Note

• Blue notifications are informational updates.
• Red notifications highlight errors or critical issues.
• Green notifications confirm successful operations.
• Amber notifications signal warnings or alerts.

Help

Infoveave Help provides step-by-step guidance for using platform features.

Follow these steps to access Help

1. Click the Show Help icon to access context-specific help.
2. Use the same icon to browse help content for other modules.

Note

Alternatively, visit help.infoveave.com to explore Infoveave documentation.

Catalogues

Catalogues offer a structured way to manage assets like Datasources, Infoboards, Reports, Lists, Workflows, NGauge Forms, Alerts, and What-If Analysis. Features include Alphabetical Navigation, Export/Import, and opening assets in new windows.

Note

• View Infoboards under Catalogues Infoboards.
• See the creator, creation date, and folder name.
• Items you do not have access to are marked with a icon.

Workflow Execution Status

The Workflow Execution Status feature helps you monitor workflows in real time.

Key features and functionality

Accessibility
Access the tool from the Infoveave toolbar.

Statuses

Success shows completed workflows with details.

Failure shows failed workflows and reasons.

Running shows workflows in progress and allows you to pause or manage them.

Navigation

• Use date filters to isolate and review workflows that are executed within specific timeframes.
• Switch to the Gantt Chart View to visualize dependencies between workflows. Manage them effectively by pausing, re-running, or editing as needed.
• The Table View provides a detailed overview that helps you access instance history, re-run workflows, or make necessary edits.
• Navigate to the Workflow Instance History to view a detailed record of past executions. This helps in performance analysis and issue resolution.

Actions

• Re-run lets you execute failed workflows again. This helps maintain continuity and resolve issues effectively.

• Edit allows you to mark workflows as “Actioned” and document the reasons for failure. This maintains a clear audit trail for troubleshooting.

• Pause gives you the option to temporarily stop ongoing workflows directly from the Gantt Chart View. This provides better control over workflow management.

• The Run icon helps you re-execute workflows immediately, ensuring smooth and continuous operation.

The Workflow Execution Status feature is an important part of Infoveave. It helps you maintain operational efficiency, resolve issues quickly, and ensure smooth execution of workflows.

For detailed steps, visit Workflow Execution Status

Profile

The Profile section lets you manage your personal settings.

Editing profile picture

The Edit Profile Picture feature in Infoveave allows you to personalize your profile by uploading or changing your profile picture.

1. Go to your profile.
2. Click Edit Profile Picture.
3. Choose an image from your device.
4. Crop or adjust the image if needed.
5. Click Save to apply changes.
6. Check your profile or avatar for the updated image.

Note

• Image size must be under 500Kb.
• Supported formats are .png, .jpg, and .jpeg.

Editing profile

Click the pencil icon to change your name, username, or email.

Note

Your profile name is for display. The username is used for login.

Selecting language

Choose your preferred language from the dropdown. Available options include English, French, Arabic, Chinese, Kannada, Hindi, and Japanese.

Logout

Click the Logout button to securely end your session.

Tabbed browsing

Enable Prefer tabbed browsing to open Infoboards as tabs.

Note

Even if disabled, you can still use Open as tabs under Insights → Folders.

Changing password

The Change password feature in Infoveave allows you to update your existing password. This ensures that your data and personal information remain protected.

1. Click Change Password.
2. Enter your current password.
3. Enter your new password.
4. Confirm the new password.
5. Click Save.
6. A success message will confirm the update.

Tip

• Use a strong, unique password.
• Combine uppercase, lowercase, numbers, and symbols.
• Keep your password at least 8 characters long.

Enabling two-factor authentication

The Two-Factor Authentication feature in Infoveave provides a robust layer of security. It reduces the risk of unauthorized access and ensures that your interactions with the platform remain private and secure.

1. Install an authenticator app like TOTP or LastPass.
2. Open the app and add a new account.
3. In Infoveave, click Enable two factor authentication .
4. Scan the QR code or enter the secret key.
5. Enter the generated OTP.
6. Click Validate.
7. A success message will confirm activation.

Tip

• Store the secret key or QR backup safely.
• Two-factor authentication adds a second layer of protection.

What’s new

Stay updated with the latest features added to Infoveave.

Reporting a bug

The Report a Bug feature in Infoveave allows you to contribute to the continuous improvement of Infoveave. You can report any issues, glitches, or unexpected behaviour that you encounter.

1. Click Report a bug in the profile section.
2. Enter a detailed description regarding the bug.
3. Optionally, use Attach File or Take Screenshot.
4. Click Send Request.
5. The support team will review your report.
6. Use Ask a question or Suggest a new feature for feedback.