Inova

  • How can I fix issues signing in to Inova?

    If you get a "The information you entered does not match what we have on file" error when trying to log in to your environment, here are some troubleshooting steps to help you find what could be preventing you from logging in.

    Confirm your login credentials are correct

    First, please make sure you're using the correct login credentials for your instance, without an extra space before or after your username (i.e. your email address) and password.

    Confirm your browser bookmark directs you to the correct login page

    If you access Inova from a bookmark in your browser, edit your bookmark and verify the URL looks like the following:
    https://[yourcompanyname].partneringplace.com/inova-partner

    In other words, if the URL you saved looks something like this:
    https://[yourcompanyname].partneringplace.com/inova-partner/ctx/auth/home.do?97FDE914492A4F7D=A64E35EA59BD0D4FA8C39173148078C9
    Please make sure to remove anything after "inova-partner" and save the changes to your bookmark:
    Chrome_Edit_Bookmark.png

    Try logging in using your browser’s incognito mode

    Once you've made sure the first two points are correct, a good way to check if your login failure is due to your password or a cache/cookies issue is to try to log in using your browser in private/incognito mode. Please find below how to do so with the main supported browsers.

    With Google Chrome:

    1. Open Chrome.
    2. At the top right, click More (three dots icon) and then New Incognito Window.
    3. A new window appears. In the top corner, check for the Incognito icon.

    With Microsoft Edge:

    1. Open Edge.
    2. At the top right, click Settings and More (three dots icon) and then New InPrivate window.
    3. A new window appears. In the top corner, check for the Incognito icon.

    With Mozilla Firefox:

    1. Open Firefox
    2. At the top right, click Menu (three lines icon) and then New Private Window.
    3. A new window appears. In the top corner, check for the Incognito icon.

    Clear all cookies and the cache

    If you are able to log in using your browser in private mode, it probably means your password is correct but you have a cache/cookies issue.

    In this case, you will have to clear your cache and cookies to fix the issue and be able to log in without using your browser in private mode.

    With Google Chrome:

    1. Open Chrome.

    2. At the top right, click More (three dots icon) and then Settings.

    3. Under "Privacy and security," click Cookies and other site data.

    4. Click See all cookies and site data.

    5. At the top right, search for your Inova application, ie [yourcompanyname].partneringplace.com and app.partneringplace.com.

    6. To the right of the site, click Remove (trash can icon).

    With Microsoft Edge:

    1. Open Edge.
    2. At the top right, click Settings and More (three dots icon) and then Settings
    3. On the left menu, click Cookies and site permissions and then Cookies and site data.
    4. Select See all cookies and site data.
    5. At the top right, search for your Inova application, ie [yourcompanyname].partneringplace.com and app.partneringplace.com.

    6. To the right of the site, click Remove (trash can icon).

    With Mozilla Firefox:

    1. Open Firefox.
    2. Go to your Inova application, ie https://[yourcompanyname].partneringplace.com/inova-partner and app.partneringplace.com.
    3. Click the padlock icon at the left of the address bar.
    4. Click Clear Cookies and Site data.

    Reset your password

    If none of the above worked, you will need to request a password reset.

    • If you are a standard user, please contact your system Administrator to initiate a password reset for you. If you are unsure who your system administrator is, please contact Inova Support.
    • If you are a system Administrator and no other Administrator can help you reset your password, please contact Inova Support.

     

     

    View Full Article
  • How do I enter multiple records in the system at a time?

    If you have a lot of information you need to have entered into the system, you have a couple of options:

    1. Use the import tool. In cases where you have a lot of records, like a list of 500+ companies in an Excel spreadsheet, you can upload the data using a template formatted by the application to fit your form configuration. Click here to learn more about the import tool, and talk to your Inova administrator about getting access or about getting training from your Inova rep if needed. 
    2. If your data is more complex, such as a list of 500+ companies plus associated project information some attached documents for each record, a custom data migration can take care of it. Inova has developed migration tools that can extract the data from a source such as an Excel file and migrate it into the system into specific fields to create different types of objects, based on client requirements. Such migrations require: A mapping exercise where you work with a technical specialist to ensure each column in your spreadsheet matches a field or fields in the Inova system; adjustment of the technical tools by the specialist; test migrations; and final validation by you, the user. In most cases, migrations can be covered for a minimal amount of service days. Contact your Inova representative for details and to receive a quote. 
    View Full Article
  • How does the system help me avoid creating duplicates?

    Keeping your data clean and free of duplicate records is key to getting value from the application. Clean data results in more effective reporting. Below we describe some tools in the system to help you create clean data and manage duplicates. 

    Type-ahead

    A type-ahead field is a special type of field that contains a "predictive typing" or "autocomplete" function. As you enter text into a type-ahead field, the application automatically begins searching for objects in the system of that type (e.g. companies or contact names) that match what you're typing.

    If your system includes the option for connecting to Thomson, some autocomplete fields will search both D&A and Thomson for company and asset records. For more information, see the articles on Thomson and companies and Thomson and assets.

    Type-ahead fields help you to find out what has already been entered into the system for that object type, giving you the option to quickly and easily link to the existing object, or create a new object that will be saved into the system and available for you and other users in future data entry. With type-aheads, you save time and avoid creating duplicate data.

    Note:
    • Type-aheads can be found in Create New forms, add pages, editable lists, and choose pages.
    • A type-ahead is sometimes referred to as a "quick choose" field.
    • All type-aheads include the option for you to type in an asterisk * and display a full list of all the items in the system that could populate that field.

    If the system can't find a company or other value that you are looking for, it could be that the value does exist in the system, but when you typed it into the type-ahead field it was not spelled the same way as when it was first entered in the system. Try changing the spelling of the value or name and see if the system finds a match before attempting to create a new object. This will help you to keep system data cleaner and easier for other users to link to.

    Duplicate Detection

    When creating some objects such as assets or companies, the Inova application uses pre-defined rules to determine if you're creating a duplicate. If so, it will display this message: 

    Click Details to view the potential duplicates.

    If one of the duplicates is restricted, contact the owner of the object to make sure you're not creating a duplicate. 

    Thomson-related tools

    The name field on the asset and company can be configured to include an additional search feature that help you avoid creating duplicate records. It searches both your Inova system and Thomson's Cortellis database at the same time. For details, check these articles: Thomson Cortellis and Assets and Thomson Cortellis and Companies.  This feature can be enabled in your application's form configuration regardless of whether you have a Cortellis license. 

    Additionally, the Thomson Advanced Query form (which does require a Thomson license) will display on its search results page an icon that indicates when a record already exists in your Inova system--but in this case, when you choose the record for import it will update the existing record, not create a duplicate:

     

    Merge tool

    If you created or found a duplicate company or contact, contact your system administrator to perform a merge of the duplicate data.

    View Full Article
  • How can I customize my home page?

    Page Settings

    Each object page as well as the Home Page has a Page Settings button, as shown in the screenshot below. Page Settings allows you to choose the tabs you want display or hide on that page.

    Page Settings are user-specific, but global to the object type. So when you choose to display certain tabs on a Company, for example, those tabs will be displayed for every company, but only for you. Other users can choose to display different tabs. 

    1. Under Available, you can see all the tabs which are currently not displayed, but which you can choose to display
    2. Under Visible, you see all the tabs currently visible
    3. Use the arrows to hide or display tabs
    Tip: Display or hide multiple tabs in one go by pressing the Control key, selecting all the relevant tabs, then clicking the relevant arrow. 
    View Full Article
  • Why don't I receive notifications and automatic emails?

    Notifications and mails are send with links and in HTML format. Depending on security rules on your computer, they might be send in your Spam box.

    Please check your Spams. If you find emails send from Application here, authorize the sender in settings.

    View Full Article
  • Why does the system prompt me to download a document every time I click on it, even though I just want to have a look at it?

    If you want to view a file in the document manager, you must first download it. You cannot open it in your browser. 

    If you click on the "Open File detail Page" button, the system will display the document overview page, where you can find additional details about the document, including keywords and versions. 

     

     

    View Full Article