Connections Online September 2014 Newsletter

Connections Online Users Roundtable! 
September 25-26 
Starts with a Kick-Off Dinner on Wednesday evening, September 24th 


We are excited about the great group of people who will be attending our Users Roundtable this year! 

Although our deadline has passed, we do have a couple spots left, if interested please let Linda Schmidt know immediately: or 800-395-1410.


We are looking forward to seeing you at our Users Roundtable!



Connections Online Training / Help Documents - New Links  


We know that some people have had trouble opening our links so we have a instituted a new process. 
Below are some links to documents you will find very helpful, just click to open the name with hyperlink or use the detailed link:


4.1 Quick Reference:  QRG DOCS/QRG-4-1.docx 


4.1 User Manual: User Manual 


4.1 Administrators Manual:  Admin Manual 


4.1 Security:  Security 


Training Library: Training Library DOCS/training-library-sa-4-1.doc 



  • Introduction to Version 4.1
  • Advanced Features Webinar
  • Application Training Webinar
  • Security Training Webinar
  • Logging in Video
  • Navigating the Application Video
  • Creating a Password Video
  • Project Overview Video
  • Creating a Project Video
  • Adding Team Members/Role of the Project Team Video
  • How to Create & Edit a Task Video
  • Project Scope Items Video
  • Creating a Project Video
  • Adding Team Members/Role of the Project Team Video
  • How to Create & Edit a Task Video
  • Project Scope Items Video
Connections Online Announcements 

Keep Up-to-Date on All System Announcements


Users who would like to be automatically notified by email when the server is down, or when there are other updates, must subscribe to these Forums.  To subscribe, simply go to this Forum link for system announcements: and for update announcements subscribe to this link: 


Go to each link and click on the "Subscribe" button in the upper right hand corner of each Forum (you may need to be logged in to Connections for the Subscribe button to show).  You will then automatically receive an email when any update announcements are posted on the forums. 


You can also click on any of the other Forums and subscribe to the ones for which you want to stay informed of any new posts.




Tips and Additional Help Documentation


Dialogs - To create a dialog, click the green + sign icon under Dialogs. Add the name of the Dialog. Click on the dialog date link, and the dialog will open in a full web page. You will see a blank agenda box. Click the edit pencil. You will then see last month's agenda on the right and a blank agenda to edit on the left. If you want to copy the agenda from last month (then edit it), click the green arrow in the center between the two agendas and the agenda on the right will automatically copy into the agenda on the left. You can then make any adjustments to the current agenda on the left. Click Update to save the changes.


The same procedure will work for Basic Role comments on the Individual Dialog. In the Basic Role Module, you will note that the Basic Roles are automatically copied from the Basic Role on the main page along with Basic Role indicators. There is the word "comment" under each Basic Role. Click the edit pencil to edit the Basic Role. This is where you can type in your comment. When you click the pencil to edit the Basic Role, you can use the Basic Role comments from the previous month (that you see on the right). Place your cursor where you want the copy from last month to appear in the current month dialog. Click the green arrow and the Basic Role comments from last month will automatically copy to the cursor in the left box. Edit as desired. Click Update to save your changes.  


Security Using Propagation - When making a change in security, clicking on the Propagate icon will propagate "backwards" to all the elements on the security module you are editing. You will be able to propagate the default security on the site page as well as security elements on the metric and project modules on the organization, department and people tabs within the application.


To propagate the security changes "back to the creation of the element" open the security lock on the page, make the security change, then click the propagate icon for the security module you changed. An edit window will appear for a choice of three ways to propagate. Check the one you want and click the "Propagate" button. Use the "Add and Update" radial button for most propagation.  A message will appear to tell you that the security has been propagated.



Connections Online 4.1 Recorded Introductory Webinar

Use this link for a previously recorded webinar that is an introduction to Version 4.1 - Videos/Col-introduction.wmv 
It is helpful to use the Quick Reference Guide during the webinar - use this link to print the QRG - DOCS/QRG-4-1.docx


Client Care Notes

To view previous Connections Online Newsletters: 






Connections Online 4.1 Application Training Webinars

Tuesday, September 16th -or- Tuesday, October 14th at 1:30 ET

This 60-minute training webinar dives deeper into an overall "how to use" Connections Online 4.1.  

Click Here to register for September 16th 

Click Here to register for October 14th


Connections Online 4.1 Advanced Features Webinars

Wednesday, September 17th  -or- Wednesday October 15th at 1:30 ET

This 30-minute training webinar highlights advanced functionality of Connections Online 4.1 with Q&A. 

Click Here to register for September 17h 

Click Here to register for October 15th


Connections Online 4.1 Security Training Webinars

Monday, September 22nd -or- Tuesday, October 21st at 1:30 ET

This 60-minute training webinar is for Site Administrators - setting security on the site page and throughout the application.  

Click Here to register for September 22nd

Click Here to register for October 21st


Past Educational Webinar Recordings 

For a listing of our past Educational Webinars, use this link:  


Informational Webinar

If you know someone outside of your company who may be interested in learning more about Connections Online, we have an informational webinar scheduled on the following dates. 

Please pass these links on to them to register for the:  

September 30th Webinar at 1:30 ET -

October 22nd Webinar at 1:30 ET -

Contact Us

Connections Online Work 24481 Detroit Rd, Suite 300
Cleveland, OH 44145 US
Work (800) 395-1410
Fax (440) 892-9010 (fax)
Developed and hosted by Sypher Technology, Inc. Work 10825 Bluegrass Pkwy
Louisville, KY 40299 US