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Intelex Webinars
Whether you're new to Intelex or looking for a refresher course, group webinars are aimed at providing you all the tools you need to make the most of your software. Have a suggestion for a future webinar? Let us know in the Discussion section of Intelex-Exchange!
The Power of the Data Set Builder

Moderator: Bevin Lyon

When: Thursday, 8/19/2010

Time: 2:00 PM ET

Skill Level: Beginner

Duration: 30 minutes

Price: FREE

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Intelex's Custom Data Set Builder is a new and extremely powerful tool that enables high-level analysis of the vast amount of data stored within the Intelex System. Facilitating robust calculations and analysis of cross-module data, this tool allows the user to combine data from throughout the entire Intelex System into single reports which calculations can then be applied to. Whether you've just started using the Data Set Builder, or have no idea what is it and what it can do, register for this webinar and learn about Intelex's newest, most powerful reporting tool to date.

Mastering Merge Templates

Moderator: Anto Sandrasagra

When: Thursday, 8/26/2010

Time: 2:00 PM ET

Skill Level: Beginner

Duration: 30 minutes

Price: FREE

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Join us for this webinar to learn everything you need to know about using Merge Templates within the Intelex System! Extract data from modules and populate them into things like incident records, inventory details, and training certificates. We'll show you where to use them in the system, how to create your own, and how to download ready-to-use templates from Intelex-Exchange.

View Past Webinars

Topic Description Media
Essential Strategies for Creating...

The method you use to score the audits of your quality program can go a long way towards ensuring you can identify problems early on and implement measures that will improve your results.

In this video, Product Specialist Daniel Marcus demonstrates the necessary steps involved in developing and implementing audit scorecards to power continual improvement in your quality program. You will have the opportunity to preview the solution Intelex offers its customers to achieve optimal results when scoring audits. Daniel Marcus has over four years experience helping organizations implement solutions to effectively manage their audits.

Watch and Learn:

  • How to ensure Audits are being completed
  • How to develop and track proper metrics for scoring an audit
  • How to submit, track and compare nonconformances
  • How to track and verify corrective/preventative actions
  • How to effectively set objectives and targets
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Intelex 5.1: iForm Updates
Intelex 5.1: iForm Updates - July 19, 2010
In this video presentation, Intelex's Yasemin Hassan provides an overview of the new 5.1 features available within the iForms System: Audit trail for iForms, adding overdue counts, task types showing up on My Tasks menu, saving an iForm as a draft, and search capabilities for Activity column in Data Tracking inventory.
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Intelex 5.1: Reporting Enhancements
In this video presentation, Intelex's Ceila Lee provides an overview of enhancements to the reporting suite included with Intelex 5.1. Updated functionality in the video: new pre-built reports, reporting folder searches. multi-selecting in the adding & arranging data section, rolling 365 day filter, showing results with values of zero, and location level roll up.
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Intelex 5.1: New Products
Intelex 5.1: New Products - June 30, 2010
In this video presentation, Intelex's Daniel Marcus provides an overview of some of the most exciting new products available with Intelex 5.1. New products in the video: Air Emissions, Waste Management, Wastewater Management, Refrigerant Management, Checklist Builder, Custom Data Set Builder, Translation Workbench, and Image Manager.
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Training Management Systems:...

Spend too much time scheduling, assigning and monitoring training requirements?
Running into frustrations with your Excel based training system?
Need a more efficient way of managing your organization's training program?

Let Intelex Senior Product Specialist Daniel Marcus take you through an informative and hands on demonstration of the Intelex Training Management software module and its capabilities.

This webinar showcases how implementing a web-based training management system can help your organization save valuable time, money and resources by streamlining training management and administrative workflow through one centralized system.

Watch and Learn:

  • How a software system can automate and streamline your training program, freeing up time, resources and personnel while reducing costs
  • How web-based software can train employees faster, more efficiently and comprehensively
  • How to prevent training errors from occurring and increase the accuracy and accountability of your training data
  • How to implement a training system that will achieve and maintain compliance with ISO training requirements
  • How to ensure the data in your training management system is set up for top to bottom audit preparedness
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Document Controlling Your...

Let Intelex Senior Product Specialist Daniel Marcus take you through an informative and hands on demonstration of the Intelex Document Control software module and its capabilities.

Managing critical corporate documents effectively can have a huge impact on your success as an organization. An out-of-date or incorrect document can pose issues ranging from fines for non-compliance to critical errors in product quality. While it is often the only system organizations have in place, manually maintaining a document library is a practice that is time-intensive and prone to errors.

Watch and Learn How To:

  • Ensure only the most current versions of your documents are being accessed by moving from document management to document control, where revisions are carefully controlled and released through a security enabled platform
  • Streamline updating and distribution of documents by automating emails that prompt appropriate personnel for approvals before wide distribution of any new policy or procedure
  • Save time and money by organizing documents using intuitive folder trees, document naming conventions, and links to master documents
  • Reduce risk by ensuring you are audit ready using the most up-to-date audit checklists and compliance requirements
  • Seamlessly integrate a new document control platform with your existing systems to ensure minimal changes in workflow
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Intelex 5.1: Platform Enhancements
An overview of new and updated functionality included in the Intelex System version 5.1. Intelex Project Consultant, Ceila, presents Internet Explorer browser compatibility with Intelex; password security; updates to the email template editor; ability to delete locations; a new date hired field in employee administration; ability to reassign responsibilities, restore employees, and delete cloned user security groups; and import templates and the centralized import area.
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Building Configurable Reports
Watch this webinar recording and start building list and grouped configurable reports! Learn how to generate pre-built reports and build your own basic list reports and grouped reports, too! Datasets, filters, benefits, and helpful tips - this webinar recording is perfect for first time report builders and Intelex users looking for a refresher course.
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Introduction to Dashboards...
Put your key performance indicators (KPIs), quick links, and important bits of information on one or more dashboards or homepages. This is a recording of the Introduction to Dashboards & Homepages webinar.
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Introduction to Scorecards
Introduction to Scorecards - March 12, 2010
View this webinar to learn how to build your very first scorecards and then place them on a dashboard. The webinar shows examples of text, message centre, image, and configurable report scorecards, as well as an example of placing them on a dashboard.
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Fun with Filters!
Fun with Filters! - February 25, 2010
Providing an overview of filter behaviours & whereabouts in the Intelex System, this webinar will help you better utilize your filtering options! Filters can be found within Configurable Reports, Training Status and HIstory, Metric Columns, and iForm Inventories. See examples of filters used in all these areas of the Intelex System. This is a recording of the Fun with Filters webinar, held on February 23, 2010.
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iForm Routing
iForm Routing - January 26, 2010
This is a recording of the Introduction to iForm Routing webinar, held on January 26, 2010. It covers how to: set the routing label and description; select the default message to be sent; notify by custom email when accepted; link the route to a related form; set the options available to the originator on submission; create new stages for the routes; create new recipients and set the options for each stage of the route.
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Training Quiz Builder
Training Quiz Builder - December 03, 2009
This is a recording of the webinar, Training Quiz Builder, held on December 3, 2009. See how you can build tests, assign tests to employees, and track their results!
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Introduction to iForms
Introduction to iForms - December 01, 2009
This is a recording of the Introduction to iForms webinar, held on December 1, 2009. Covering concepts, capabilities, and examples - this webinar is perfect for both users who are new to iForms and Intelex users who are considering the iForms System and would like to learn more about how they work!
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You've Got Questions, We've...
This is a recording of our November 2009 Q&A webinar, You've Got Questions, We've Got Answers. In addition to answering clients' questions, Star Edwards offers some very helpful tips & tricks for using your Intelex System: printing & discussing dashboards; configurable report groupings and filters; time-saving toolbars; and ways to encourage your employees to use the Intelex System!
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Managing User Security
Managing User Security - September 29, 2009
This is a full recording of the webinar, Managing User Security facilitated by Julie on September 29, 2009. It includes a PowerPoint Presentation and system navigation in the User Security module. Julie also demonstrates how to create and utilize location groups in the Location & Email Admin module.
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Building Advanced Matrix Reports
Building Advanced Matrix Reports - September 18, 2009
This is a full recording of the webinar, Building Advanced Matrix Reports facilitated by Meghan on September 17, 2009. It includes a brief PowerPoint Presentation and some authentic examples of building Advanced Matrix Reports. Meghan also highlights some tips and tricks for building Advanced Matrix Reports to best retrieve and display data from your Intelex System.
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Building Advanced Scorecards
Building Advanced Scorecards - September 01, 2009
This is a full recording of the Building Calendar, Activity Tracking, and Graphical Scorecard's webinar held on September 1, 2009. It includes the PowerPoint Presentation, authentic examples of building scorecards, as well as a Q & A at the end.
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