Page Comparison

Like what you see? Check out our Webinar Library as well.

Dashboard, Users, and Settings Video Library

Dashboard: Overview

Widget Connector

overlay	youtube
_template	com/atlassian/confluence/extra/widgetconnector/templates/youtube.vm
width	400px
url	https://www.youtube.com/watch?v=MSE1y-ya2OM
height	300px

Users: Overview of Users and Roles

Widget Connector

overlay	youtube
_template	com/atlassian/confluence/extra/widgetconnector/templates/youtube.vm
width	400px
url	https://www.youtube.com/watch?v=h1038TG4PS4
height	300px

Users: Setting User Sales Targets

Widget Connector

overlay	youtube
_template	com/atlassian/confluence/extra/widgetconnector/templates/youtube.vm
width	400px
url	https://www.youtube.com/watch?v=BuOrahFXMI8
height	300px

Admin Settings: Org Settings

Uploaded 11/7/23

Widget Connector

overlay	youtube
_template	com/atlassian/confluence/extra/widgetconnector/templates/youtube.vm
width	400px
url	https://www.youtube.com/watch?v=isZJev7Er3A
height	300px

Admin Settings: User Settings

Updated: 11/7/23

Widget Connector

overlay	youtube
_template	com/atlassian/confluence/extra/widgetconnector/templates/youtube.vm
width	400px
url	https://www.youtube.com/watch?v=bN1Zg1T8Vh4
height	300px

Events Video Library

Events: Scheduling an Event in the Console

Updated: 11/7/23

Widget Connector

overlay	youtube
_template	com/atlassian/confluence/extra/widgetconnector/templates/youtube.vm
width	400px
url	https://www.youtube.com/watch?v=2ULhPOoskSc
height	300px

Events: Recording Sales and Submitting the Event for Billing

Updated: 11/7/23

Widget Connector

overlay	youtube
_template	com/atlassian/confluence/extra/widgetconnector/templates/youtube.vm
width	400px
url	https://www.youtube.com/watch?v=EjWaECZWfoo
height	300px

Events Workflow: Sharing the Sales Order

Updated: 11/7/23

Widget Connector

overlay	youtube
_template	com/atlassian/confluence/extra/widgetconnector/templates/youtube.vm
width	400px
url	https://www.youtube.com/watch?v=Usz4mzPtgbQ
height	300px

Events Workflow - Replenishment Request

Widget Connector

overlay	youtube
_template	com/atlassian/confluence/extra/widgetconnector/templates/youtube.vm
width	400px
url	https://www.youtube.com/watch?v=Bu0Z-hDukio
height	300px

Events: Adding the PO # to the Event

Updated: 11/1/23

Widget Connector

overlay	youtube
_template	com/atlassian/confluence/extra/widgetconnector/templates/youtube.vm
width	400px
url	https://www.youtube.com/watch?v=RHTTva9Beps
height	300px

Events: Billing for the Case, Invoicing and Payments

Updated: 11/7/23

Widget Connector

overlay	youtube
_template	com/atlassian/confluence/extra/widgetconnector/templates/youtube.vm
width	400px
url	https://www.youtube.com/watch?v=KFXyWwr9ao4
height	300px

Events: How to process a stocking order in the console

Widget Connector

overlay	youtube
_template	com/atlassian/confluence/extra/widgetconnector/templates/youtube.vm
width	400px
url	https://www.youtube.com/watch?v=Jl2ehFj9DUw
height	300px

Events: Stocking Orders

Widget Connector

overlay	youtube
_template	com/atlassian/confluence/extra/widgetconnector/templates/youtube.vm
width	400px
url	https://www.youtube.com/watch?v=mEFwMwhxRCU
height	300px

Directory/Events: Add new Directory Records while Creating an Event

Widget Connector

overlay	youtube
_template	com/atlassian/confluence/extra/widgetconnector/templates/youtube.vm
width	400px
url	https://www.youtube.com/watch?v=dOHAa2GBQTQ
height	300px

Directory Video Library

Directory: Using the Directory

Widget Connector

overlay	youtube
_template	com/atlassian/confluence/extra/widgetconnector/templates/youtube.vm
width	400px
url	https://www.youtube.com/watch?v=FIsgGmuATak
height	300px

Directory: Adding a Facility

Widget Connector

overlay	youtube
_template	com/atlassian/confluence/extra/widgetconnector/templates/youtube.vm
width	400px
url	https://www.youtube.com/watch?v=PaCT6Kn06ck
height	300px

Directory: Adding a procedure

Widget Connector

overlay	youtube
_template	com/atlassian/confluence/extra/widgetconnector/templates/youtube.vm
width	400px
url	https://www.youtube.com/watch?v=k0Fc-p7gZoA
height	300px

Directory: Adding a Physician

Updated: 11/7/23

Widget Connector

overlay	youtube
_template	com/atlassian/confluence/extra/widgetconnector/templates/youtube.vm
width	400px
url	https://www.youtube.com/watch?v=s870xxcxuvM
height	300px

Directory: Upload Facility Contract Pricing

Updated 11/7/23

Widget Connector

overlay	youtube
_template	com/atlassian/confluence/extra/widgetconnector/templates/youtube.vm
width	400px
url	https://www.youtube.com/watch?v=7zG6XjDXjh4
height	300px

Users/Directory: Assigning User Directory Record Access

Widget Connector

overlay	youtube
_template	com/atlassian/confluence/extra/widgetconnector/templates/youtube.vm
width	400px
url	https://www.youtube.com/watch?v=azF_Y7bCLQs
height	300px

Directory: Adding a Manufacturer

Widget Connector

overlay	youtube
_template	com/atlassian/confluence/extra/widgetconnector/templates/youtube.vm
width	400px
url	https://www.youtube.com/watch?v=jOR3q_x30WU
height	300px

Directory: Setting up Regions and Regional Managers

Updated: 11/7/23

Widget Connector

overlay	youtube
_template	com/atlassian/confluence/extra/widgetconnector/templates/youtube.vm
width	400px
url	https://www.youtube.com/watch?v=9AHiyXOSz9k
height	300px

Inventory Video Library

Inventory: Requesting Inventory Ad-Hoc

Updated: 11/1/23

Widget Connector

overlay	youtube
_template	com/atlassian/confluence/extra/widgetconnector/templates/youtube.vm
width	400px
url	https://www.youtube.com/watch?v=oEzUSxUCyUk
height	300px

Inventory: Making Inventory Requests from the Console (as a Sales User)

Widget Connector

overlay	youtube
_template	com/atlassian/confluence/extra/widgetconnector/templates/youtube.vm
width	400px
url	https://www.youtube.com/watch?v=J_fYgT8AA-c
height	300px

Inventory: Making Requests on Behalf of a User in the Console, associating it with an Event (As an Admin)

Widget Connector

overlay	youtube
_template	com/atlassian/confluence/extra/widgetconnector/templates/youtube.vm
width	400px
url	https://www.youtube.com/watch?v=xjsoCk280wo
height	300px

Inventory: Fulfilling an Inventory Request

Widget Connector

overlay	youtube
_template	com/atlassian/confluence/extra/widgetconnector/templates/youtube.vm
width	400px
url	https://www.youtube.com/watch?v=h9bMFF-Q-jo
height	300px

Inventory: Inventory Transfers in the Console

Updated: 11/1/23

Widget Connector

overlay	youtube
_template	com/atlassian/confluence/extra/widgetconnector/templates/youtube.vm
width	400px
url	https://www.youtube.com/watch?v=RRo_8f__fHM
height	300px

Inventory: Transferring Directly into a Container

Widget Connector

overlay	youtube
_template	com/atlassian/confluence/extra/widgetconnector/templates/youtube.vm
width	400px
url	https://www.youtube.com/watch?v=rHiMyJp9aVs
height	300px

Inventory: Reset Location during a Transfer

Widget Connector

overlay	youtube
_template	com/atlassian/confluence/extra/widgetconnector/templates/youtube.vm
width	400px
url	https://www.youtube.com/watch?v=y477BiTlqV4
height	300px

Inventory: Deactivating Inventory and Cascading Container Deactivations

Widget Connector

overlay	youtube
_template	com/atlassian/confluence/extra/widgetconnector/templates/youtube.vm
width	400px
url	https://www.youtube.com/watch?v=q73QqUXZgQ4
height	300px

Inventory: Locations

Widget Connector

overlay	youtube
_template	com/atlassian/confluence/extra/widgetconnector/templates/youtube.vm
width	400px
url	https://www.youtube.com/watch?v=ApQFC9SWq0A
height	300px

Inventory: Uploading an Inventory Import File

Widget Connector

overlay	youtube
_template	com/atlassian/confluence/extra/widgetconnector/templates/youtube.vm
width	400px
url	https://www.youtube.com/watch?v=pzfUm-weu7M
height	300px

Inventory: Building an Inventory Import File - What do the Fields Mean?

Widget Connector

overlay	youtube
_template	com/atlassian/confluence/extra/widgetconnector/templates/youtube.vm
width	400px
url	https://www.youtube.com/watch?v=zOvKGyByFvU
height	300px

Inventory: Understanding Single-Use, Reusable, Billable, and Unbillable inventory statuses

Widget Connector

overlay	youtube
_template	com/atlassian/confluence/extra/widgetconnector/templates/youtube.vm
width	400px
url	https://www.youtube.com/watch?v=lLfVrTptg_w
height	300px

Inventory: Using Inventory Tags

Widget Connector

overlay	youtube
_template	com/atlassian/confluence/extra/widgetconnector/templates/youtube.vm
width	400px
url	https://www.youtube.com/watch?v=EBL5Ah3fYk8
height	300px

Inventory: Creating Inventory Manually in the Console

Widget Connector

overlay	youtube
_template	com/atlassian/confluence/extra/widgetconnector/templates/youtube.vm
width	400px
url	https://www.youtube.com/watch?v=wEEQ3r1oxMs
height	300px

Inventory: Formatting your inventory import file to load in the ConnectSx Console

Widget Connector

overlay	youtube
_template	com/atlassian/confluence/extra/widgetconnector/templates/youtube.vm
width	400px
url	https://www.youtube.com/watch?v=sbu5mLf1K-Y
height	300px

Inventory: Requesting inventory for an upcoming Event

Widget Connector

overlay	youtube
_template	com/atlassian/confluence/extra/widgetconnector/templates/youtube.vm
width	400px
url	https://www.youtube.com/watch?v=aK8w1vVg3gc
height	300px

Inventory: Logging Field Device Movement in ConnectSx (Beyond Custody)

Widget Connector

overlay	youtube
_template	com/atlassian/confluence/extra/widgetconnector/templates/youtube.vm
width	400px
url	https://www.youtube.com/watch?v=JdDYgKg2GxQ&feature=youtu.be
height	300px

Inventory: Exporting Inventory from the ConnectSx Console

Widget Connector

overlay	youtube
_template	com/atlassian/confluence/extra/widgetconnector/templates/youtube.vm
width	400px
url	https://www.youtube.com/watch?v=0HkPZV6lvUI
height	300px

Inventory: Understanding Single Use vs. Reusable and Billable vs. Unbillable

Widget Connector

overlay	youtube
_template	com/atlassian/confluence/extra/widgetconnector/templates/youtube.vm
width	400px
url	https://www.youtube.com/watch?v=COQF7ybxSnY
height	300px

vTrakr Video Library

Events: Requesting Inventory for a Case

Updated: 9/13/23

Widget Connector

overlay	youtube
_template	com/atlassian/confluence/extra/widgetconnector/templates/youtube.vm
width	400px
url	https://www.youtube.com/watch?v=taHlQ3JuCyAncqZMyIkFCo
height	300px

Events: Scheduling a Case in vTrakr

Updated: 9/13/23

Widget Connector

overlay	youtube
_template	com/atlassian/confluence/extra/widgetconnector/templates/youtube.vm
width	400px
url	https://www.youtube.com/watch?v=R7gzn6GjgLo&feature=youtu.be5BEi1Ev6dmA
height	300px

Events: Recording Sales for a Case in vTrakr

Updated: 9/13/23

Widget Connector

overlay	youtube
_template	com/atlassian/confluence/extra/widgetconnector/templates/youtube.vm
width	400px
url	https://www.youtube.com/watch?v=285eFU6udE8
height	300px

Events: Submitting for Billing and Sharing the Sales Order

Updated: 9/13/23

Widget Connector

overlay	youtube
_template	com/atlassian/confluence/extra/widgetconnector/templates/youtube.vm
width	400px
url	https://www.youtube.com/watch?v=4aFB7wTT_jU
height	300px

Recording Sales

Events: Entering the PO for a Case in vTrakr

Updated: 9/13/23

Widget Connector

overlay	youtube
_template	com/atlassian/confluence/extra/widgetconnector/templates/youtube.vm
width	400px
url	https://www.youtube.com/watch?v=9Uj5p-AnOT0SBxYUgTeNDw
height	300px

Requesting Replenishment in vTrakr

Updated: 9/13/23

Widget Connector

overlay	youtube
_template	com/atlassian/confluence/extra/widgetconnector/templates/youtube.vm
width	400px
url	https://www.youtube.com/watch?v=1Rh6jb9zg30
height	300px

Accepting or Declining a Transfer in Vtrakr

Widget Connector

overlay	youtube
_template	com/atlassian/confluence/extra/widgetconnector/templates/youtube.vm
width	400px
url	https://www.youtube.com/watch?v=b6jt67Q-reo&feature=youtu.be
height	300px

Billing for an Event in vTrakr: Sharing the Sales Order and Adding the PO

Widget Connector

overlay	youtube
_template	com/atlassian/confluence/extra/widgetconnector/templates/youtube.vm
width	400px
url	https://www.youtube.com/watch?v=duzi6LvZ-C0&feature=youtu.be
height	300px

Tracking Events with Pending POs in vTrakr

Widget Connector

overlay	youtube
_template	com/atlassian/confluence/extra/widgetconnector/templates/youtube.vm
width	400px
url	https://www.youtube.com/watch?v=Am8y8dhHTwM&feature=youtu.be
height	300px

Version	Old Version 33	New Version 34
Changes made by	Brendan Sweeney	Brendan Sweeney
Saved on	Dec 21, 2023	Dec 21, 2023

Page Comparison

Versions Compared

Key

Dashboard, Users, and Settings Video Library

Dashboard: Overview

Users: Overview of Users and Roles

Users: Setting User Sales Targets

Admin Settings: Org Settings

Admin Settings: User Settings

Events Video Library

Events: Scheduling an Event in the Console

Events: Recording Sales and Submitting the Event for Billing

Events Workflow: Sharing the Sales Order

Events Workflow - Replenishment Request

Events: Adding the PO # to the Event

Events: Billing for the Case, Invoicing and Payments

Events: How to process a stocking order in the console

Events: Stocking Orders

Directory/Events: Add new Directory Records while Creating an Event

Directory Video Library

Directory: Using the Directory

Directory: Adding a Facility

Directory: Adding a procedure

Directory: Adding a Physician

Directory: Upload Facility Contract Pricing

Users/Directory: Assigning User Directory Record Access

Directory: Adding a Manufacturer

Directory: Setting up Regions and Regional Managers

Inventory Video Library

Inventory: Requesting Inventory Ad-Hoc

Inventory: Making Inventory Requests from the Console (as a Sales User)

Inventory: Making Requests on Behalf of a User in the Console, associating it with an Event (As an Admin)

Inventory: Fulfilling an Inventory Request

Inventory: Inventory Transfers in the Console

Inventory: Transferring Directly into a Container

Inventory: Reset Location during a Transfer

Inventory: Deactivating Inventory and Cascading Container Deactivations

Inventory: Locations

Inventory: Uploading an Inventory Import File

Inventory: Building an Inventory Import File - What do the Fields Mean?

Inventory: Understanding Single-Use, Reusable, Billable, and Unbillable inventory statuses

Inventory: Using Inventory Tags

Inventory: Creating Inventory Manually in the Console

Inventory: Formatting your inventory import file to load in the ConnectSx Console

Inventory: Requesting inventory for an upcoming Event

Inventory: Logging Field Device Movement in ConnectSx (Beyond Custody)

Inventory: Exporting Inventory from the ConnectSx Console

Inventory: Understanding Single Use vs. Reusable and Billable vs. Unbillable

vTrakr Video Library

Events: Requesting Inventory for a Case

Events: Scheduling a Case in vTrakr

Events: Recording Sales for a Case in vTrakr

Events: Submitting for Billing and Sharing the Sales Order

Events: Entering the PO for a Case in vTrakr

Requesting Replenishment in vTrakr

Accepting or Declining a Transfer in Vtrakr

Billing for an Event in vTrakr: Sharing the Sales Order and Adding the PO

Tracking Events with Pending POs in vTrakr