Client Help Documents
FAQ documents to help you navigate True Sky
Client Help Documents
For help using True Sky, click the links below for step-by-step instructions.
For additional support, contact the True Sky Support Desk at:
support@truesky.com
905-752-3355 x 3
Standard Support hours are Monday-Friday 9am – 5pm EST. Please expect a response between business hours within two hours.
Administrators
Install True Sky
Working with Users
- Add a new user
- Lock/unlock users
- Reset a user’s password
Working with Security Groups and Approval Trees
- Accessing Security Groups
- Disabling a Security Group
- Editing a Security Group
- Enabling a Security Group
- Editing an Approval Tree
- Deleting an Existing User Security Setting
- Adding a New User Security Setting
- Selecting the Correct Security Setting
Publishing Assignments and Reports
- Create a new assignment
- Create a report
- Add a new user to an existing assignment or report
Create a Folder
Working with Templates
- Opening a Template
- Selecting the Security Group
- Previewing the Template as an Assignment or Report
- Filter Selections and Retrieving Data
- Testing the Templates
- Standard Design
- Pivoted Design
- Select and open a template
- Create a new template
- Copy to a new template
Publishing an Assignment or Report
- Create an Assignment
- Create a Report
- Manually Adjusting Approval Status for an Assignments
- Export to Excel
Integrations
- Run the Integration to True Sky
Update License Keys
End Users
True Sky Overview
- About True Sky
- Naming and Formatting Conventions
- Prerequisites
- Enabling/Disabling the True Sky Excel Add In
The Basics
- True Sky Ribbon Bar Elements
- Reports vs. Assignments
- The True Sky Hub
- Logging into True Sky
- Regional Formatting and Language Support
- Saved Data Location
- Look and Feel
Working with True Sky
- Opening an Assignment or Report
- Retrieving Data and Changing Filter Selections
- Entering and Saving Data in Assignments
- Closing an Assignment or Report
- Submitting Data in an Assignment for Approval
- Reviewing and Approving/Rejecting an Assignment