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 6

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

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Commissions / General 178

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

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RPM Platform Frequently Asked Questions 1

• RPM Platform Frequently Asked Questions

Solutions 8

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

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App 3

• Offline Forms
• Supported/Not Supported Fields
• Navigating the App

Setup 1

• Enable/Disable User Information

What's New - LCQ 3

• What's New - RPM 30 - Release Date: January 30, 2022
• What's New RPM 29 - Release Date: August 8, 2021
• What's New RPM 28 - Release Date: April 18, 2021

What's New - Telco 3

• What's New RPM 31 - Release Date: May 15, 2022
• What's New RPM 30 - Release Date: January 23, 2022
• What's New RPM 29 - Release Date: August 15, 2021

Unplanned Outage 2

• RPM Service Status
• December 15, 2021

ScanSource Charitable Foundation 0

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 4

• Step-by-Step Guide to Setting up RPM Telco
• Intro to Agencies and Agents
• Agents - Reps and Managers
• RPM 28 - Direct Rep Assignment Video

Did You Know 6

• What Is the Benefit of Using RPM Telco Processes vs. Spreadsheets?
• About the Multi Supplier Import Feature
• Commission Transfer Overview
• About the Agency Group Manager
• Custom Subdomain

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Troubleshooting FAQ 8

• My account is not paying (correct)
• Transfer Account
• 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 5

• API Information
• API (Setup)
• Sign In With Microsoft
• Lumen Macro Excel Tutorial
• Out of the Box (OTB) Process Breakdown

Users / Roles / Privileges / Groups 29

• 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 23

• What's New RPM 28
• What's New RPM 27
• What's New - RPM 26 Addition
• What's New RPM 26
• What's New - RPM Telco 25

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Unplanned Outages 42

• Telco Service Status
• June 22, 2021
• Feb 23, 2021
• Nov 20, 2019
• June 10, 2019

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What's New - Articles 4

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

Email Integration 4

• Email Integration - How to use
• Email Integration - Setup
• Email Integration - Troubleshooting
• Google App Password for Email Integration

Process Field Protection 1

• Process Field Protection

Logos 2

• Agency Custom Logo
• Customer Custom Logo

Process Form Reference 1

• Add/Edit Process Forms Within a Form

Process Configuration 3

• List Score Field
• Yes/No List Field
• Employee Shout Out!! Process

Users 13

• Find Users
• Sign in With Microsoft
• Customer Users
• Add Staff User
• Search Users

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Views 2

• Favorite Views
• Process View Filter

Process Management / Dashboards / Widgets / Setup 173

• Process Management - How To
• Process Setup - Fields
• Dashboard Setup
• View Owner
• Widgets

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Use Cases 10

• At Risk Process
• SPIFF Tracker Process
• Software, Services, Accounts Process
• QR Code
• Agency Onboarding Process

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Setup 19

• Optional Form Reference Parent
• Optional Staff Reference Parent
• Email Notification
• Logo
• List Field

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User Manual 23

• 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

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What's New 17

• What's New RPM 28 - Release Date: April 18, 2021
• What's New RPM 27 - Release Date: August 16, 2020
• What's New RPM 26 Addition - Release Date: May 12, 2020
• What's New RPM 26 - Release Date: April 26, 2020
• What's New RPM 25 - Release Date: December 1, 2019

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Navigating Lighthouse from the Dashboard 1

• User Menu

Unplanned Outages 20

• Lighthouse Service Status
• Sept 10, 2020
• Aug 11, 2019
• Feb 24, 2019
• Oct 12, 2018

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Integration Applications 0

Training Tracking 15

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

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Job Hazard Assessment 5

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

Vehicle Inspection Tracking 16

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

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Navigating Cube from the Dashboard 8

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

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Users 1

• Staff Roles

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 21

• What's New RPM 27 - Release Date: August 16, 2020
• What's New RPM 26 Addition - Release Date: May 12, 2020
• What's New RPM 26 - Release Date: April 26, 2020
• What's New RPM 25 - Release Date: December 1, 2019
• What's New RPM 24 - Release Date: June 16, 2019

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User Manual 20

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

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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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Partner Program 2

• Prospect Registration
• Create New Subscriber

What's New 1

• What's New RPM 28 - Release Date: April 18, 2021

Enhancements 4

• Status Aggregator
• Workflow Extender V2
• Agency/Customer/Supplier to Process Sync
• Auto Renewal Order Date Automation

Use Cases 9

• Status Aggregator Use Case - Incident Investigation and Corrective Action
• Actions as Forms
• Historian
• Workflow Extender Use Case - Event Based Preventative Maintenance
• Workflow Extender Use Case - Auto Archive Employee Profiles & Their Records

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ScanSource Charitable Foundation 5

• Welcome!!!
• Register an Organization & Add Users
• Login
• Submit and Manage Applications
• Organization and Contact Management