Implementing ChartHop
Bundles
ChartHop has one-click install bundles that contain additional built-in fields, forms, and custom profile tabs that integrate directly into your reporting and employee profiles.
Included bundles include employee surveys about returning to the office, additional dashboard reports, as well as assessment forms for determining emergency and permanent successors. ChartHop continually adds additional bundles for you to choose from.
You can preview the bundle to see a list of the fields it includes and get an idea of where the form will appear in ChartHop.
You must have the owner role in order to install bundles.
You can preview any of the included ChartHop bundles.
- From the left sidebar, select Apps & Bundles.
- From the sub-menu, select Bundles.
- Select the Availible Bundles tab.
- Within the Available bundles section, select Install to see an overview of your selected bundle. Within the Bundle page, you can expand each category to examine the content of the bundle. You can view fields, reports, or forms, depending on what is included in the particular bundle.
- From the left sidebar, select Apps & Bundles.
- From the sub-menu, select Bundles.
- Select the Availible Bundles tab.
- Within the Available bundles section, select Install to see an overview of your selected bundle.
- Within the Bundle page, select Install to install the bundle.
- From the left sidebar, select Apps & Bundles.
- From the sub-menu, select Bundles.
- Select the Installed Bundles tab.
- Find the budle that you would like to unstill and select it.
- Within the Bundle page, select Uninstall to uninstall the bundle.
- In the uninstall dialog, select which items from the bundle you would like to uninstall.For example, you may want to remove the Dashboard but not the fields.
Updated 29 May 2024
Did this page help you?