Infoveave Menu

The Infoveave menu is the central hub of the Infoveave platform, offering easy access to its diverse modules, each designed to cater to specific functionalities. This overview will guide you through the Infoveave menu and its various modules, helping you understand their purposes and how to navigate them effectively.

Insights

The Insights module is your gateway to exploring data and gaining valuable insights. Here is how to navigate within the Insights module

1. Click on the Insights module in the Infoveave menu.
2. Inside the Insights module, you will find My Organization and My Workspace sections.
3. Select the desired section and folder to proceed.
4. Within the folder, you can locate your Infoboards, Reports, and Lists options.
5. To create a new Infoboard, click on Create Infoboard.
6. Utilize the search bar to find specific Infoboards, Reports, or Lists.

Analysis

The Analysis module is tailored for advanced data analysis. Here is how to navigate within the Analysis module

1. Click on the Analysis module in the Infoveave menu.
2. Inside the Analysis module, you will find sections like What-If Formulae, What-If Analysis, ML Modeller, and SciPyR.
3. Click on the section you want to explore.

Automation

The Automation module is dedicated to streamlining activities and processes. Here is how to navigate within the Automation module

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

Data Apps

Data Apps allows you to create and manage forms effortlessly for last mile data collection and management.

1. Click on Data Apps module in the Infoveave menu.
2. Inside the Data Apps module, you will find the option to create a new Form or manage an existing one.

Data Quality

Data Quality lets you run checks on the data for verifying completeness and correctness before continuing with further analysis.

1. Click on Data Quality module in the Infoveave menu.
2. Inside the Data Quality module, you will find the option to create a new data quality or manage an existing DQ.

Data Governance

Infoveave Data Governance helps organize and manage data through domains, tags, and tiers. Domains categorize data, tiers prioritize it based on sensitivity, and tags allow flexible labeling for easier filtering and analysis, enabling efficient data management and decision-making.

Studio

The Studio module empowers you to design and create various data-related elements. Here is how to navigate within the Studio module

1. Click on the Studio module in the Infoveave menu.
2. Inside the Studio module, you will find sections such as Datasources, NGauge Forms, Infoboards, Reports, Lists, Queries, Lists View, Media Manager, and Folders.
3. Click on the section you want to explore.

Administration

The Administration module is responsible for managing system settings and user roles. Here is how to navigate within the Administration modue

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

Understanding the Infoveave menu and its modules is essential for efficiently utilizing the platform’s capabilities. Whether you are exploring data, conducting analyses, automating processes, designing applications, or managing system settings, the Infoveave menu provides a clear path to harnessing Infoveave’s full potential.

Notifications

The notification section in Infoveave provides easy access to important notices and updates. You are alerted about successes and failures in Infoveave via the notification icon. The notification panel lists all completed activities, successes, and failures. From here, you can examine the error information and manually remove the older messages.

Navigating through Notifications

1. Click on the Notification Icon to view all notifications.
2. Click on the Search bar to search for notifications.
3. Click on the View button to see the notification details.
4. Use the Delete option to delete all the notifications.
5. Click on the icon to refresh the notifications.
6. If a notification includes a report that you want to download, click on Download to retrieve the file.
7. Click Disable Notification Popup if you want to disable the notifications for the current session. Once you log out and log in again, you will see the notifications again.

Note

• Blue notifications offer a general update or information that is not urgent or crucial. They distribute notices or announcements that aren’t urgent but that users should be aware of.
• Red alerts indicate information that is critical or error related. They point to something that needs to be fixed right away, like an error or a problem.
• Green alerts show that operations were successful or finished. They provide encouraging feedback and verify that activity or action has been carried out successfully.
• Amber notifications draw attention to alerts or warnings. They serve as a warning of things to be aware of or to be cautious of.

Help

Infoveave online help is a valuable and accessible resource that provides assistance, guidance, and detailed information on all Infoveave modules. It offers a step-by-step advice / guidance for navigating and using Infoveave’s features effectively.

Here’s an overview of how to access Infoveave Help

1. To find help documentation related to the specific section you are currently using, click on Show Help icon. This action will provide you with context-specific assistance tailored to your current action within the platform.
2. To explore help across modules, simply click on Show Help icon and navigate to the other pages.

Infoveave Help is your go-to resource for on-demand assistance and information. It ensures that you have access to valuable documentation at every step through your journey to enhance your Infoveave experience.

Note

Alternatively, you can visit help.infoveave.com to access Infoveave documentation.

Catalogues

Catalogues in Infoveave provide a centralized and structured platform for efficiently managing and accessing critical assets such as Datasources, Infoboards, Reports, Lists, Workflows, NGauge Forms, Alerts, and What-If Analysis resources. This feature enables users to organize, navigate, and retrieve detailed information about these assets seamlessly. With tools like Alphabetical Navigation, Export/Import functionality, and the ability to edit descriptions or open assets in new windows, Catalogues streamline asset management and enhance productivity.

For detailed steps on how to use catalogues visit Catalogues.

Note

• For the feature explanation, we chose Infoboards.
• The Infoboards display the name of the creator, the creation date and the folder name (if kept in folders).
• Under Catalogues Infoboards you can see all tenant specific Infoboards.
• Infoboard that you don’t have access has a icon.

Workflow Execution Status

The Workflow Execution Status in Infoveave serves as a centralized monitoring and management tool, providing real-time insights into the operational status of workflows, including their success, failure, or ongoing execution. This feature enables users to take proactive measures, such as re-executing failed workflows, modifying parameters, or pausing active processes, ensuring optimal workflow performance and efficiency.

Key features and functionality

Accessibility
The Workflow Execution Status can be accessed via the dedicated icon on the Infoveave Toolbar, offering a streamlined interface for monitoring workflow activities.

Statuses

Success Displays comprehensive details of successfully executed workflows, including workflow name, start and end times, execution duration, and actionable insights.

Failure Provides a detailed list of workflows that have encountered errors, along with specific failure reasons. Users can re-run, edit, or navigate to these workflows for resolution.

Running Offers real-time tracking of workflows currently in progress, including progress metrics and the ability to pause or manage ongoing tasks.

Navigation

• Utilize date filters to isolate and review workflows executed within specific timeframes.
• Switch to the Gantt Chart View to visualize dependencies between workflows and manage them effectively (e.g., pausing, re-running, or editing).
• The Table View provides a detailed overview, enabling users to access instance history, re-run workflows, or make necessary edits.
• Users can navigate to the Workflow Instance History for a detailed record of past executions, aiding in performance analysis and issue resolution.

Actions

Re-run Facilitates the re-execution of failed workflows, ensuring continuity and resolution of issues.

Edit Allows users to mark workflows as “Actioned” and document failure reasons, maintaining a clear audit trail for troubleshooting.

Pause Enables the temporary suspension of ongoing workflows directly from the Gantt Chart View, providing greater control over workflow management.

The Run icon allows for the immediate re-execution of workflows, ensuring seamless process continuity.

The Workflow Execution Status feature is an essential component of Infoveave, empowering users to maintain operational efficiency, resolve issues promptly, and ensure the seamless execution of workflows.

For detailed steps on how to use workflow execution status visit Workflow Execution Status

Profile

The Profile section in Infoveave allows you to manage your personal account settings and access important information. It allows you to update your profile, enhance security, review version history, or manage your password.

Editing profile picture

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

Steps to upload your user picture

1. Go to your profile.
2. Click on the Edit Profile Picture.
3. Select the image file from your computer or device.
4. Adjust or crop the image if necessary.
5. Click on the Save button to save your changes.
6. Verify that your user picture has been successfully uploaded by checking your profile or avatar display.

Note

• Keep the image size less than 500Kb.
• Choose image types as .png, .jpg, and .jpeg.

Editing profile

Clicking on the pencil icon allows us to quickly change the name, username and email of our profile.

Note

The profile name is for display and personalization, while the username is used for login and authentication purposes.

Selecting language

This section allows you to select your preferred language for a seamless browsing experience. With options including English, French, Arabic, Chinese, Kannada, Hindi, and Japanese, you can easily switch to the language that best suits your needs. Simply choose your desired language from the dropdown menu, and the interface will be displayed accordingly.

Logout

To securely end your session, simply click the Logout button. This will log you out of your account, ensuring that your personal information and data remain protected.

Tabbed browsing

Enable the Prefer tabbed browsing option to start using dashboards as tabs.

Note

If we disable Prefer tabbed browsing , still we have an option Open as tabs under Insights Folders.

Changing password

The Change Password feature in Infoveave allows you to update the existing passwords, ensuring that the data and personal information remain protected.

Steps to change your password

1. Click on the Change Password.
2. Enter your current or old password in the Old Password field.
3. Enter your desired new password in the New Password field.
4. Confirm your new password by entering it again in the Confirm Password field.
5. Click on the Save button to save your new password.
6. Once the change is successful, you will receive a success notification message.

Tip

• Always choose a strong and unique password to help protect your account.
• Consider using a combination of upper case letters, lower case letters, numbers, and special characters.
• Keep your password length to a minimum of 8 characters.

Enabling two-factor authentication

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

Steps to enable Two-Factor Authentication

1. Install an authenticator app on your device, such as TOTP (Time-based One-Time Password) or LastPass.
2. Open the authenticator app and choose the option to add a new account or scan a QR code.
3. In the Infoveave Profile settings, look for the option to enable two-factor authentication.
4. Click on the Enable Two-Factor Authentication icon . You will see a QR code or a secret key provided by Infoveave.
5. Open the authenticator app and scan the QR code or manually enter the provided secret key.
6. The authenticator app will generate a unique one-time password (OTP) associated with your Infoveave account.
7. Enter the generated OTP in the Enter the OTP field in the Infoveave settings.
8. Click on the Validate button to activate two-factor authentication.
9. Once enabled, you will receive the success notification.

Tip

• Make sure to safely store your secret key or QR code backup in case you need to set up the authenticator app on a new device or if you lose access to your current device.
• Two-factor authentication adds an extra layer of security to your account by requiring both your password and the OTP generated by the authenticator app for authentication.

What’s new

Get to know about new features introduced in Infoveave.

Reporting a bug

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

1. Click on the Report A Bug icon in profile section.
2. Fill in the required fields Select the appropriate bug report type. Provide a detailed description of the bug. Optionally attach relevant files/screenshot with the option Attach File and Take Screenshot respectively.
3. Click on the Send Request button to send your bug report.
4. The Infoveave support team will receive and analyze your bug report.
5. If you have any questions or suggestions, you can use the Ask a question or Suggest a new feature options.