TOLL FREE: 1 855 TRUE SKY (878 3759)

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

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