Functional Characteristics - Progident/Platform

Basic Features

Functions

Because the Smigg platform’s general features and functions come with all Progident software, you do not have to purchase a special module.
The internal messaging function is used to trigger an audible signal when a new message arrives. The choice of sound can be configured using the "Messaging" tab of the system parameters.
It is possible to create user groups operated by the internal messaging function to filter the list of users, for example, per department. Two system filters also supplement this possibility: the “Active users” filter, which displays the currently logged-in users, and the “Active conversations” filter, which indicates the users with whom the current user has ongoing conversations.

User Control

Multi-user platform. Each user has a personal record and physically encrypted password.
A “Super User” administrator (GERSYS) has the broadest powers. Some Progident application software functions require the use of a “Super User” to operate. User control is based on a hierarchical structure. In other words, although a higher user has the power to restrict access, this power is limited only to specific subordinate users.
An audit trail function allows you to track the history of access, items that have been created and changes to information in Progident software because it identifies “who, what and when”. This function is reserved for the system manager and can be activated from a specific information record to analyze a detailed or general history of all activities in the software.

Work screens

It is possible to "Lock" a working environment to avoid its unintentional modification, for example, accidental movement of an active window. In "Locked" mode, the frame of each window and the usual Windows buttons (maximize, minimize and close) disappear from the display to purify the presentation and give the impression of a single working screen.
When previewing a report, when you select "Send" to email the report, there is no "Recipient" field. The information is adjusted in the "Email" window.
The bilingual display (English / French) of countries and provinces is implemented in Progident software.
We have adjusted the application of the modern dark (black) theme to optimize reading at certain working windows.
The application of the modern "Clear" theme is applied by default when installing version 10.73.
Note that the "Moon" icon in the upper right corner, and which is integrated into the work environments toolbar, allows you to switch to the modern "Dark" theme also available. This theme is helpful for accentuated eye rest in lower light settings.
The "Search" field appearing historically at the bottom of any work window has been removed for questions of interface lightening in the context of a work environment using several different windows. However, you can reactivate the search field's display to the window of your choice via the option to configure window properties.
Press the quick key to access the configuration parameters. In the "Interactive search" parameter, select the "Visible" choice, confirm your selection by clicking on "Ok," and you will see the "Search" field reappear in your working window.
Two modern "Themes" have been incorporated into the choices available in the "System> Display> Themes" option. These are the "Light" and "Dark" choices which present a clean Windows 10-like approach.
The software login window has been updated.
The agenda display aesthetic has been improved with the complete elimination of columns whose width is set to "0".
To ease your work and help you identify the active working window, there is a frame around the active window, which is configurable with the key of your keyboard.
An interface that works with popular Windows standards, including MDI (Multiple Documents Interface). A pop-up menu browsing approach that instantly lists the options available with a simple right click of the mouse.
Bilingual software (French-English) allows a user to choose the working language. The software can, therefore, be used simultaneously in either language on one network.
Colours and general settings (current date, input format, etc.) can be controlled according to the operating system’s configuration.
Standardized information display incorporates at least one “List” and “Record” display on each work screen.
Backup of the open position, on a field mode specifications or to a specific location in the list.

Information Editing

A search feature with interactive filter is available in "List" mode of any workspace window to allow you to save time. In addition to limiting the records that are displayed by responding interactively to the search information entered for a given column, the search feature has also been improved to search inside a string of characters and inside the content of any "Comment" field. (V9)
It is possible to configure a "List" mode in a scrollable window, so that the next time the window is opened, the cursor will be automatically positioned on the record that was active when the window was last closed. This function allows you to quickly identify the last file on which you have worked. (V9)
It is possible to insert a link to a memo in any comment field. For a significant improvement in your productivity, all that is left to do is to click on the link to activate and view the memo in question. (V9)
Information can be created or changed in “Record” or “List” display mode. You can also create information from a new existing record using a reference copy function.
Make changes directly in a field using a scroll window.
Dynamic search on the basis of the first few characters typed into an information field.
The system also features an “Advanced Search” for a search within a series of characters. Two operating modes can be configured through properties:
- "Manual" mode displays a confirmation message before proceeding with an advanced search if an initial search produces no results.
- "Automatic" mode which immediately begins an advanced search if an initial search produces no results.
The option significantly improves the platform's search capabilities, particularly if information coding has not been standardized. For example, if "Office" telephone numbers have not all been entered with area code, a simple search is not very effective. An advanced search, however, tracks down a file based on the part of the number as you gradually enter it.
Sorted according to a column for most of the columns displayed in a scroll window.
Individual or batch change to information records.
Relation-based replacement of information records.
Batch deletion of information records.
For example, use the “Select All” function to select all of the records in a work window on screen to perform a batch change or batch deletion or to print a series of information records.
Selection windows for all input fields that are related to an item of information.
Use the wheel at the centre of the mouse to vertically scroll through a list in a work window.
The “Comment” or “Note” fields that appear in Progident software work windows operate in an RTF (Rich Text Format) editing environment for advanced formatting of text that is entered as a comment. Features include the use of different fonts for separate sections of a text, control of indentation and tabulation and the option to incorporate an image or dynamic object (OLE), such as an official document.
A hyperlink that is defined in a “Comment” field can be instantly activated in the comment contents. The hyperlink is highlighted in blue and users can click on the link to instantly go to the designated URL address.
A user can automatically insert a time signature in a comment field through the system calendar by pressing the key, then. This automatically inserts the user’s code, current day, date and time. This functionality makes it easier to use a service memo to track notes chronologically.
A sophisticated browser allows you to attach a variety of external documents using a general filename search.
“International” entry mode eliminates disruptions that can occur as a result of different coding standards in other countries (Phone, postal code, etc.).

Office Tools

A "Group conversation" option has been integrated into the "Internal messaging" function to make the exchanges and responses visible to all the integrated and initially selected users. Therefore, each of the recipients sees your message, can reply to it, and see the response of the other recipients.
During installation, if internal communication is enabled and not up to date, a message will be displayed to inform you that you need to update internal communication.
Office 365 support for sending emails.
The Smigg platform offers integration with auto-dialling platforms such as Skype and C3X. It thus becomes possible to launch a telephone call from the software on any field such as "Telephone number" by clicking on the "Telephone handset" icon displayed to its right. Note that this icon only appears if integration is enabled.
It is possible to use a recipient that is not part of the contacts of the file (project, patient, client, etc.) when sending emails.
The integration of "Antidote" is supported.
Each user has a personal memo pad. A memo pad can be used to store personal work notes to avoid an accumulation of paper documents.
A perpetual calendar can be accessed at any time with a simple keystroke.
Instant activation of the Progident website for the use of internet services (FAQ, downloads) or general consultation.
Integrated technical support function and internet link for online support via “Tight VNC” freeware.
Complete definition of online communication settings. These settings are automatically used by all Progident software programs that include email communication options.
Each user has a personal email signature.

Security & Access

Functional Safety

To make it easier and safer to run the database regeneration and reindexing utilities when necessary, a user can't activate the software while a regeneration or reindexing is in progress.
Two parameters (Locking and Closing) in the "User" file allow you to configure the automatic locking of a current session and/or the complete closing of the software after a certain period of inactivity defined in minutes.
The session lock returns the user to the software authentication screen.
This improvement improves the management of access security offered by the Smigg platform.
The "Access group" function allows you to apply, in a single operation, a given access group to a group of selected users. Upon confirmation, all the selected users will inherit the accesses in the group's matrix.
Operating by the definition of standard access associated with a matrix of access by user group. Access to each functional module (function) of Progident software can be managed. An access matrix can have multiple NAGs operating simultaneously.
Approach to application and definition of functional safety by including or excluding matrices.
Functional safety can manage access per accounting company.

Informational Security

A "Confirm backup" property allows you to require confirmation when cancelling the record modification process in order to avoid unintentionally losing information. (V9)
Any information of a working screen can be filtered per user to him restrict access according to specific criteria.
Four levels of editing data can be managed "Consultation, creation, modification and destruction" globally per user or specific data table.

Main Reports

List of users.
Access right list.
"By responsibility" list
Access right managers list.

Interface usager

General Characteristics

The majority of the configuration options are implanted through a hierarchical logic at three levels: System, System manager and user. That is to say, for example, it is possible for a system manager to set global configurations that extend to all users of the software, but it is also possible to define specific user configurations. The "Default" options allow you to return at any time to either the global configuration defined by the system manager (GERSYS) or the initial setup from when you installed the software (System).

Configuration and Customization of Work Screens

A "Conversation format" option for internal messaging allows you to determine the default display size of a new message received. Three modes are offered; "Regular", "Short" and "Custom". Also, a "Keep customization" option allows you to save a configuration for the future, i.e. after closing and reactivating a work session.
All work screen labels can be customized globally or contextually in supported languages.
Configuration, selection and positioning, columns are displayed by the user scrolling through a window. A corporate standard can be defined by the system manager and applied to all users.
The ability to enable or disable the "Search" field in a scrollable window. This feature allows you to optimize the working space per user. Note that the ability to search remains active even if the "Search" field is not visible.
Search with automatic filtering to limit information presented by entered characters.
Configuring the position of a pop-up window when it opens. This feature allows, for example, not a progressive shifting of view with the closing and opening of the same successive working window. A "Center" mode will automatically replace the window at the center of the work environment.
The ability to configure the default file selected with the activation of a working window.
The ability to configure the active tab by default to open a working window.
The ability to configure the display of a closure confirmation message of an active window. This message is used, where necessary, to minimize the loss of data entered but not saved.
Customizing a Progident software per user's desktop screen.
Ability to set either globally or in a specific work context a list of favourite reports by user. A "Staff Report" function allows a user or system manager to consolidate reports frequently used to accelerate the current operations.
Storing working environments per user, that is to say, a set of windows arranged specifically upon activation of this environment. A default work environment (Initial) enables the efficient start of working sessions since the user quickly finds the conventional operation.

Information Editing

The performance of the working environment change has been improved.
Adjustments to the automatic dimension of the optional pane of a working window to respect the working window's configured dimension, for example, the "Document preview" pane of a memo card.
Default cursor positioning on the desired field during creation or modification.
Specific configurations of the working window; Sheet, tab and window position when opening the software. Tab positions and detailed choices of titles. Row height Color of negative numbers and row alternating. The appearance of the current row.
General configurations of a working window; confirmation message of entry cancellation. Colour and outline thickness of the active window. The appearance of the active row for the windows in the software.
Default value by customizable entry field, per user or globally. Several types of initializations are available by default.
- For alphanumeric fields: "Last entry value", "System value"
- For specific fields: "Current User", "Current company" and "Current date and time."
The use of default values used to permanently accelerate information entry.
Ability to configure the input mode according to an information filter in any field of a working window with the following options: mandatory entry, inactive entry, automatic selection list, restricted entry.
Default to open a drop-down menu automatically, and in a given field.
Choosing the default text breaks, by field.
Definable drop-down list fields and editable at any time.
Automated sign-in to identify users in the notes or comments field.
Locking and erasures of text in notes and comments fields.

Report Generator

Report Generator and Forms

A parameter named "Keep file after sending" is available in the report generator's output parameters. This parameter is used to determine whether or not the user wishes to keep the file generated for sending an email by the report generator. You can set this parameter to "No" in the context, for example, where you want to save disk space used to keep all reports generated for your emails.
The option to generate reports in the "MS-Excel" format supports the "xlsx" format.
The option to generate reports in "MS-Excel" format no longer duplicates page headers at each regular page break so that the list produced in "MS-Excel" is now continuous.
In some cases, saving reports in Excel format would generate this file in Protected View. This required the user to click a button in Excel to start editing it. A fix has been made so that the saved Excel file is no longer in protected mode.
It is possible to save a report in XLSX format.
When exporting a report with multiple Excel format pages, the report header in Excel format is not repeated.
The "Table Field (External Developer PS000656)" report allows you to see if the table and the fields have creation, modification, destruction or read rights only by the Web Service.
It is possible to save a report in XLSX format.
The generation of the report can dynamically initialize the fields of a dynamic PDF document generated by a custom report.
The "Replace" choice of the "Replace option" print parameter when using a report to generate a file is delivered by default.
All management information (tables, fields) constituting Progident software are available to design custom reports.
The "Easy Mode" rapid reporting option is aimed at users with basic knowledge on the subject.
The "Advanced" reports option type allows experienced users to create reports with sophisticated mathematical formulas, the use of sub reports and much more complex statistical reports.
The "Form" reports type allows you to enter directly from the screen onto the report. This type of report can be protected using the "Lock" function.
Copying a reporting system for the accelerated design of custom reports. This approach allows you to create a bank of report templates as needed.
Letter design and integrated labels. The use of an external word processor such as MS-Word(R) is also superfluous since the integrated RTF editor provides you with all the necessary editing functions.
Report destination; send to a printer of your choice in a file (PDF, RTF, XL, TIF, CSV, TXT), to a screen or by email. It is possible to encode an "Administrator" password and a "User" password for a report conducted in a PDF file.
Report layout; choosing paper orientation, the tray, the number of copies, the assembly option, margin size, double-sided printing, "Bold" character format, colours, line spacing and printing the selected criteria on the report.
Label parameters: choice of standard formats, printer type, margins and size of the page, the start tag and the number of labels to produce.
Graphic parameter: choice pie chart formats, linear or bar to obtain a visual of the obtained data the report runs.
External Documents activated by a report. Useful for automatic merging with a word processor such as MS-Word^TM or with a spreadsheet such as MS-Excel^TM.
Detail elements of the report; possibility to choose the title of the item, to sort it, to inscribe a formula to change the format, the number of characters, the number of lines, and the type of case. It is possible on an element to make account calculations on the sum and mean and allows you to regroup the data.
Selection criteria on a value interval starting at "From" and ending at "To". Selection excluding a data interval, random selection of values for a wide selection criterion and the criteria for a report.
You have the possibility of exploiting the "Default value" and "Initial position" editing properties on the value of the start or end of a selection criterion.
Insertion of a digital signature, if necessary, specific to each user when sending, printing or in document production.
The form of a report header includes a "Comment" field to document, for example, the investment objective of a report or to keep notes on future improvements.
Sending the results of a report by email or fax to one recipient or a group.
The "Staff Report" function allows you to group reports in a contextual or global mode. In the contextual mode, a list of reports is the user's context-specific work (working window and active tab) while in global mode, the list of reports remains the same throughout the software.
Export and/or import, through the medium of your choice (CDR, USB memory), the report's definition.
Applicable numeric values functions; basic mathematical operators, rounding a numerical value and converting a numerical value to text.
Applicable character string functions: converting a string of uppercase characters, concatenating strings of characters, extracting a number of characters from a string and removing "white" characters from a string of characters.
Applicable date functions: Fixed size "Year-Month-Day" for a date, date age calculation and sorting of dates without regards to year.
Logic functions: conditional action on numerical values and conditional action on strings.
Special modes of selection criteria; invisible criterion, criterion seized with criterion displayed and integrated with a standard formula, and criterion that is invisible and integrated into a formula.

Client/Server

Features

The "Client / Server" module substantially increases transactional performance. Indeed, it moves up from 50% to 100% in high volume settings.
dditionally, this module greatly increases the robustness of data management since the reading and writing operations of the Progident software are fully delegated to the central data server.
Dynamic assignment of "Client/Server" nodes available upon activation of Progident software. The number of "Client/Server" users can thus be different from other Progident software modules. Once the maximum number of "Client/Server" users is reached, the additional users can continue to operate normally, but only in "Local" mode.

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