The first Passageways Peer Webinar was a huge success with 74 people signed up and 83 people actually logged in to the session given by Timothy Sanchez-Brown from Sandia Laboratory FCU. Timothy did a fantastic job sharing how they have taken the Passageways Portal Framework to the next level.

Don't miss the second Peer Webinar with Victor Frasher, Member Experience Auditor at Educators CU, as he explains the many ways the Passageways Portal has been beneficial to their organization.

What: Passageways Peer Webinar
Who: Victor Frasher, Educators CU
When: Sept. 26, 10 am PST/11 am MST/12 pm CST/1 pm EST

Passageways Adds Three New Employees 

Join us in welcoming our three newest employees, Kate Pospisek, Andy Mills and Phil Smith!  Kate will be working with our product development teams as a Software Developer.  Andy joins Passageways as a Senior Sales/Marketing Executive, and Phil comes on board to help us out with Business Development, Partnerships & Alliances. We welcome everyone to the Passageways family!

Passageways Launches Knowledge Management and Learning Management Applications  

Passageways adds the Knowledge Management and the Learning Management applications to its list of optional modules that user companies can select to further customize their individual portal frameworks. The Knowledge Management Application enables employees at various client sites to search the portal for frequently asked questions. This application also provides the ability for financial institutions to embed a search box in their public Web sites so customers and members visiting their sites can find information for themselves.

The Learning Management Application, dedicated to the needs of training managers, provides a Sharable Content Object Reference Model (SCORM) compliant system, a collection of standards and specifications for Web-based e-learning. This application enables training managers to create, track, deliver and monitor all training initiatives seamlessly through the portal. The application’s SCORM compliance gives the portal the ability to deliver training materials and feed from content providers such as ABA for compliance testing and other training initiatives.

Please CLICK HERE to contact a Passageways sales representative about these new applications.

 

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Latest Releases
Portal Framework v3.3 Patch 5	Friday August 17th, 2007

Please visit our support center to run Live Update to apply these patches. If you need further assistance, please feel free to contact Support at 765-497-8815, or via email at support@passageways.com

Upcoming Product Releases

Product

Form Builder Service Pack 1

In Support - Internet Explorer 7

Effective July 1, 2007, our Support Center began providing support on IE7 for all Modules and the Portal Framework.

Professional Services Promotions

 (offers good through September 30, 2007)

Knowledge Management Application

One of the biggest issues most organizations face these days is the transfer of knowledge from an individual or department to another. Passageways already has the Products & Services Module that makes it easy for employees to find information related to a Product or Service. But what about Policies, Procedures & FAQs for your department? The new Passageways KM Solution lets you manage your department documents, policies, procedures & FAQs. Passageways Knowledge Management Solution will help you leverage the expertise of people across your organization!

Benefits of Passageways KM:

• Uses Natural Language Search
• The search algorithm ranks all your results before displaying them
• Can set expirations on policies and procedures
• Be notified when a policy or procedure expires
• Submit a question to an expert
• Get your questions answered right away
• Set Different Access Levels on information
• Private: Department members only
• Internal: All portal users
• External: Push to an external source like website

Special Introductory rate of only $7,500!
______________________________________________

Performance Dashboards

The following five manual gauges will be offered through this promotion:

• ROA
• Asset size
• Delinquency ratio
• Number of members
• Loan to share ratio

Special rate of only $7,500!
Additional manual gauges can be added at $1,000 per gauge.
______________________________________________

Act Now! Promotions End on September 30, 2007.

Contact Manan Relia at 765.497.8808 or mrelia@passageways.com to schedule a demo.

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Configure Tools Access   

Did You Know…

Portal Framework version 3.3 allows Portal Administrators to “share” Tools with specified roles.

This feature gives you, as Portal Administrator, the ability to grant portal management permissions to a selected role. For example, you may prefer individuals in the role of Human Resources add new employees into the portal. This was slightly difficult to do in the past, but in version 3.3, it is a quick and easy task.  

Please see instructions below using the example of Human Resources and adding users.

• Go to Tools and select Manage Portal Framework.
• Select Configure Tools Access.
• Select the role of Human Resources, for example, from the drop-down menu.
• Now either select the entire Manage Users tool; or
• Expand the Manage Users tool link and select only the New User tool. 

After you have granted the tool permission, the individual(s) in the chosen role will have the Tools workgroup on their navigation tree, with access only to the segment you have shared. 

Who Could Use Tools Access?  

Typically, any advanced portal user who frequently calls Support could benefit from having access to areas of support, particularly the Support Resources Browse Log Files area.

Human Resources is predominantly responsible for managing employees.  Giving someone in that role the ability to Add Users and Delete Users is suggestion.

It may be helpful for Marketing employees, in charge of branding, to have access to the portal User Interface located within Manage Portal Framework.

Note:  When giving access to Tools, be careful when granting access to tools containing connection strings such as Manage Modules-Manage Module Properties or Manage Portal Framework-Configure Portal Framework.   Tools having connection strings should only be accessed by those with experience managing the portal and/or network administration.

As always feel free to contact Passageways Support at support@passageways.com or 765-497-8815 if you require assistance locating and managing these files. -- 


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Webinars:

Peer Webinar
Wednesday, Sep 26, 2007
1:00 PM - 2:00 PM (ET)

Passageways @ Conferences in September:

Western Independent Bankers Tech Summitt
Sep 10-12, 2007

Symitar National
Sep 11-14, 2007

DCI Annual Users Conference
Sep 16-17, 2007

eTrainings:

Products & Services
Friday, Sep 07, 2007
2:00 PM - 3:00 PM (ET)

Help Desk
Monday, Sep 10, 2007
2:00 PM - 3:00 PM (ET)

  Timesheets
Friday, Sep 14, 2007
2:00 PM - 3:00 PM (ET)

Expense Report Tracking
Monday, Sep 17, 2007
2:00 PM - 3:00 PM (ET)