RPM Software

Privacy Policy 1

• Privacy Policy

Acceptable Use Policy 1

• Acceptable Use Policy

API Change Log 6

• RPM 22 - Sent: Feb 14, 2018
• RPM 21 - Sent: September 29, 2017
• No More Key Property - Sent: May 16th, 2017
• RPM 19 - Sent: April 17, 2017
• UserPasswordCheck - Sent: February 28, 2017

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Add Ons 7

• Schedule Based Preventative Maintenance
• Schedule Based Preventative Maintenance - Tool Calibration
• Schedule Based Preventative Maintenance - Pattern Examples
• Event Based Preventative Maintenance
• Status Aggregator

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RPM Platform Frequently Asked Questions 1

• RPM Platform Frequently Asked Questions

Solutions 5

• Authority List
• Email Integration
• View Downloads and Sorting in Excel
• Subscription Contact
• Access By Support

Navigating Cube from the Dashboard 8

• Dashboard
• Top Menu Button
• Search Bar and Search
• Cube logo
• User Menu

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Users 8

• Find Users
• Add Staff User
• Add a Role
• Add Staff User(s) by Import
• Search Users

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Setup 22

• Purpose of Setup
• Template
• Table Field
• Archived Fields
• Field Groups

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Widgets 11

• What are Widgets?
• Process View Link Widget
• Process Search Widget
• Set Objective Targets On Widgets
• Yes/No List Breakdown

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Import 0

What's New - Cube 18

• What's New RPM 25 - Release Date: December 1, 2019
• What's New RPM 24 - Release Date: June 16, 2019
• What's New RPM 23 - Release Date: Sept 10, 2018
• What's New RPM 22 - Release Date: March 26, 2018
• What's New RPM 21 - Release Date: Oct 24, 2014

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User Manual 22

• Formula Field
• Adding Labels to List Fields
• Replacing Old Formula Field
• Using Date and Date and Time Fields in Formula Field
• Process View Filter

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Files Box 2

• Add Links to Files Box
• Add Folders to Process

Table Field 7

• Label Rows In Table Field
• Label Column For Table Field
• Table Expand
• Download of Individual Table Fields
• Importing Data into Table Field

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Cube Data Management Unplanned Outages 18

• Cube Service Status
• Feb 24, 2019
• October 12, 2018
• May 3, 2018
• October 13, 2017

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Integration Applications 1

• Configuring a Scheduler

App 1

• Offline Forms

Training Tracking 6

• Overview
• Setup - Process Import Setup
• Setup - Table Fill
• Setup - Fulfillment
• Setup - Widgets

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Monthly Commissions Duties 3

• Step-by-Step Monthly Commission Duties
• Import Commission Spreadsheets - Troubleshooting/Error Messages
• How do I check what I've imported this month so far? (View Imports)

RPM Telco Setup 1

• Step-by-Step Guide to Setting up RPM Telco

Did You Know 6

• What Is the Benefit of Using RPM Telco Processes vs. Spreadsheets?
• About the Multi Supplier Import Feature
• You can Integrate Email
• About the Commission Transfer Between Two RPM Subscribers
• About the Agency Group Manager

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Troubleshooting FAQ 7

• My account is not paying (correct)
• I want to transfer an account from one agent to the other
• How do I check which users are enabled in my subscription?
• How do I trash a commission import?
• I Assigned my Assignment Code to the Incorrect Agent, what do I do?

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A - Z Glossary 1

• A - Z Glossary

Integration With Other Software 2

• API Information
• API (Setup)

Commissions / General 175

• Add a Supplier
• Add Transfers
• Add Agency Manually
• Add Reps Manually
• Prepare Spreadsheets for Import

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Process Management / Dashboards / Widgets / Setup 169

• Process Management - How To
• Process Setup - Fields
• Dashboard Setup
• Widgets
• Process Setup - Workflow - Actions and Action Triggers

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Users / Roles / Privileges / Groups 32

• Password Reset
• Enable or Disable a Staff User
• Enable or Disable an Agent User
• Adding a Staff User
• Setting up Role

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Tutorial Video Glossary 28

• Account Transfer
• Add a Staff User Video
• Add a Supplier Video
• Add an Account Group Video
• Add an Agency Video

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Help Understanding My Invoice 3

• Invoice - explained
• Who do I contact if I have a question about my invoice?
• RPM Telco Billing Explanation

Hosting FAQ 1

• Hosting FAQ

What's New 18

• What's New - RPM Telco 25
• What's New - RPM Telco 24
• What's New - RPM Telco 23
• What's New - RPM Telco 22
• What's New - RPM Telco 21

See all 18 articles

Unplanned Outages 39

• Telco Service Status
• June 10, 2019
• May 2, 2019
• March 21, 2019
• Sept 25, 2018

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What's New - Articles 3

• Supplier Custom Views
• Renaming "Rep ID" to "Assignment Code"
• Reorganized Display when Adding Columns to Commission Item Views

Setup 20

• Staff Groups
• Optional Form Reference Parent
• Optional Staff Reference Parent
• Email Notification
• Logo

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User Manual 21

• Add Participants
• View & Filter Table Fields
• Process Archive
• Process Remove
• Import Process Template

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Widgets 8

• Process Breakdown Widget
• Yes/No List Breakdown
• Top Form
• Process Search Widget
• Multiple Process View Count

See all 8 articles

What's New 13

• What's New RPM 25 - Release Date: December 1, 2019
• What's New RPM 24 - Release Date: June 16, 2019
• What's New RPM 23 - Release Date: Sept 10, 2018
• What's New RPM 22 - Release Date: March 26, 2018
• What's New RPM 21 - Release Date: Oct 24, 2017

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Partner Program 8

• The Lighthouse Partner Program
• Partner Program Features & Benefits
• Lead Registration and Leads From Lighthouse
• Training Resources
• Complimentary Lighthouse Subscription

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Navigating Lighthouse from the Dashboard 1

• User Menu

Unplanned Outages 18

• Lighthouse Service Status
• Feb 24, 2019
• Oct 12, 2018
• May 3, 2018
• October 13, 2017

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Integration Applications 0

App 2

• Offline Forms
• Supported/Not Supported Fields

Training Tracking 15

• Overview
• Setup - Process Import
• Setup - Table Fill
• Setup - Fulfillment
• Setup - Security

See all 15 articles

Job Hazard Assessment 4

• Overview
• Position Inventory
• Job Hazard Assessment
• Field Level Hazard Assessment

Vehicle Inspection Tracking 16

• Overview
• Setup - Vehicles
• Setup - Vehicle Inspection Type
• Setup - Vehicle Inspection
• Setup - Vehicles cont'd

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