vCIOToolbox

You may have the need to consolidate and/or move questions within subtopics within a template. This can be done easily with the template by using the sort c...

If you wish to make a duplicate of an existing template for use with a different meeting type category you can eaisly do so following the steps outlined ...

General Templates are controlled by Review Templates.  Each classification drives a different rating and scoring methodology.   If you are looking to cr...

Introducing Maturity Levels into your Assessments Join us for demonstration of how to leverage the new Maturity levels to create simple risk assessments...

To modify an existing template in the QBR module you will need to navigate to Templates in the left-hand menu (requires administrative rights). The select M...

To add or remove templates to an existing customer you will need to visit the customer template library. To make a modification you will need to first enter...

Within the vCIOToolbox Global Templates is a feature that allows you to build a library of canned recommendations for global use across all customers. This ...

Each area of a template has specific character limits.  Below will show you the maximum amount of characters you can use in each section within a template. ...

We have now allowed you to use predefined goals with the strategy plan to simplify the goal-building process.  This template can be imported into the system...