General Jargon
A field that has a dropdown list of values to choose from
What is a Lookup
A way to limit data returned in a report
What is a filter
Someone who can log in and be assigned to cases
What is a user
The value a field is automatically set to on a form
What is a default
Another name for "column"
What is a data option
A user who has the top permissions in a site.
What is an admin
The site designed specifically with new on-boarders in mind.
What is the onboarding portal (or onboarding.legalserver.org)
A way to display data that was entered through a creation process (like an intake)
What is a profile
The two options for sorting a column
What is ascending and descending
The field that determines what permissions a user has
What is user role
The day that general weekly trainings are held
What is Tuesday
A way to display additional/other fields based on a user's selection
What is branch logic
The tool that allows you to have a report sent to user(s) via email on a regular basis.
What is a scheduled report
The field that determines if a user shows up in dropdowns (like assignments) throughout the site.
What is "current"
The types of users allowed to attend our general weekly/monthly trainings
What is EVERYONE!
A way in reports to display counts of two fields in a matrix
What is a crosstab
A tool that allows you to bring a report back down to one row per case.
What is aggregation
What can be used to determine if a user is being governed by internal or external permissions?
What is an IP Address
The number of national trainings that LegalServer holds each year.
What is two (spring & fall)