WizeHive is a collection of business tools that empower people to take control of their data and get their work done. WizeHive is easy enough that anyone can find, install, and create apps without any coding knowledge or help from IT. WizeHive also offers enough control that IT departments can mitigate data security risks within an organization. Data is secure, yet easily accessed anytime by anyone invited to a Workspace.
Adding a Workspace is the first part of the WizeHive system. The Workspace is the facility through which you will be able to set up a form, Workflows, reports, and perform all the actions described below. You are not limited to one Workspace. You may find reasons to use more than one Workspace for an application. We are sure that once you get started you will find an endless number of ways to use WizeHive.
How to Begin
Workspaces are configured in WizeHive by creating a Workspace or joining an existing Workspace
- You can create a new Workspace. Start a new contest, application process, or project Workspace here
- You can duplicate an existing Workspace if you anticipate that the setups will be similar.
- You can join an existing Workspace. Join an existing Workspace using the Workspace name and password that have been provided to you by the Workspace administrator.
All applications are installed into WizeHive Workspaces, with a set of tools that make it easy to combine custom forms, Workflow rules, and automate tasks. All WizeHive applications will generally consist of:
- Forms: Make an entry form, application form, or create any kind of form you can think of. Read more about forms.
- Folders: Folders store records and organize data. Read more about organizing your Workspace.
- Workflows: Workflows can automate the movement of records between folders, copy of records across and between Workspaces, sending emails, or similar actions. Read more about Workflows.
- Reports: View the records that have been created or report on the reviews of those records. Export information to Excel for further manipulation. Read more about reports.
- People: Collaborate and review data through internal or external WizeHive pages with people that you invite to the Workspace. Read more about types of users.
These concepts and how to accomplish them with WizeHive are included in this Knowledge Base. There are also a number of components that WizeHive offers, manifested as tabs in your Workspace, that can enhance your program and experience. Some of these include:
- Email templates
- Assigning privileges to users to control access to specific data and/or functions in the Workspace
- Recommendations for external parties to provide a reference for your applicants as part of their application package
- Assignments (of applications to judges who will review the applications)
- Follow-up forms to give applicants the ability to provide further information post-submission
Setting up your Workspace
When you set up a Workspace, think in terms of how you want the data to be entered and then flow through WizeHive:
- Who has the data or information you want to store?
- How will you capture that data?
- Do you want to review and validate the data as it is provided or after it has been fully captured?
- How will you capture the data you want to store? Are there folders in which the data should be sorted into?
- Once the data is captured, are there activities that will repeatedly be performed to manage the entries that might be automated?
- Do you want to perform any activities, like sending emails, based on the movement of information from one folder to another?
- Do you want an external group of reviewers to review the information for any reason?
- Do you want individuals who provide the data to add additional information after their initial entry?
- Do you want to report on the data? What do you want to do with the information once you have reported on it? Make a decision?
If you can answer these questions, you are on your way. With your answers you can put WizeHive to work for you.
- Capturing data: Take a look at building WizeHive forms
- Storing data: Take a look at managing folders
- Automating activities: Take a look at Workflows
- Review and Voting Portals: Take a look at building portals
- Reporting on data: Take a look at reports
- Adding additional information after entry: Take a look at follow-up forms
Define the timeline for your Application:
If you are using WizeHive to capture data for an application, you'll need to determine the following for your process:
- What are the start and end dates for people to submit an application?
- Is there a review process? If so, what reviewers will be involved and how long will they need to review the data?
- If applicants need to provide additional information, what will the start and end dates be?
- When do you want to make a final decision on the data collected for applications?
These topics - and more - are all covered in this KnowledgeBase. Good luck!