Author: Elizabeth Stanley

Enter the Kiosk Settings Go to 'Visitor Management'->Label Printing With DYMO Printer  Select the (DYMO Native) Printer from the List Select the template.-Either a default DYMO Label File or one provided by Savance. You can also make your own using the DYMO Connect Software Once...

I'm excited to announce our new Savance Workplace Knowledge Base is ready to start using! With a way better search, breadcrumbs so the categories are actually helpful, and a much better category system in general, you will be able to find articles without having to know...

3xLogic End of End User Support Please note due to a change in 3xLogic's support agreement: "Please note that End User support is ending October 1st, 2022.  We have made this decision, because we feel in order to provide the best possible experience, your dealer or installer...

Accessing Settings Through System Tray By Default, the EIOBoard application appears on the system tray. This means that even if it can’t open, the icon for it should be available in the bottom right corner of the screen(you may have to click the arrow to find it...

[vc_row css_animation="" row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern"][vc_column][vc_column_text] The URL for the Cloud-Hosted services has been updated to use https://cloud.savanceworkplace.com. As part of several security and scalability initiatives, as well as a rebranding from EIOBoard to Savance Workplace, Savance has changed our primary cloud URL, and...

Basis for the changes: Directory Search In the existing system ADSync was performed using PagedSearch, in server version past 10.3.47, the AD Sync is performed by Directory Search which is more stable when compared to PagedSearch. In Paged search there may be a difference in number of...

At times a poorly defined path during installation can cause conflicts with saving management settings in the EIOBoard server.  Whether this is the root of the problem or not, the methods below will allow you to enable AD Sync for your EIOBoard. This issue is...

The Active Directory (AD) Sync is an easy way to import users into EIOBoard from your company.  The system does this by looking at the AD user names and matching them with the EIOBoard users.  If the user name in AD is not found as...

If you are receiving an error after upgrading from an older version of EIOBoard that says either of the following in the Web Browser: Or the following in the Application/Add-in: Follow these steps to resolve the issue:   Open up your EIOBoard Server admin. Click on Management...

If you are receiving a LDAP error, you are experiencing an issue with accessing and maintaining distributed directory information services over an IP network. In this case you are most likely experiencing issues with active directory. For fixing this error there are three different troubleshooting...

You can use Control Panel's Administrator Tool called ACTIVE DIRECTORY USERS AND COMPUTERS to export your users with their email address information.  To manually export all the relevant information for use by EIOBoard, there are a couple steps to perform: Change the display to show...

If you are a Customer-Hosted customer, you have the option to allow users to automatically log in to the EIOBoard Browser Interface based on their Windows credentials (if their Windows credentials match their EIOBoard credentials). This is a perfect way to take advantage of EIOBoard’s...

Sometimes nearly all users throughout an organization will need their PC to automatically log in to EIOBoard based on who is logged into Windows (Windows Authentication). However, sometimes multiple users will access a single Windows log in, such as a group of secretaries at a...

When setting up connections to a Microsoft Online Services hosted Exchange, the domain field should be left blank.  Hitting the test button gives a successful message.  However, when hitting the save button, a message appears saying that the domain must not be left blank.  This is a known...

This article describes an issue where users are not imported using the Savance Workplace AD Sync (Active Directory Sync) tool from the Savance Workplace Server Admin on your Savance Workplace server or they are missing from the template and cannot be selected. This can happen...

This article addresses an issue where users are accidentally deleted through the Active Directory Sync feature of EIOBoard, then added back again, but all their status history and other information is missing.  This can happen when a user who was originally added through the AD...

If you are using the Active Directory Sync (AD Sync) tool built into the EIOBoard Server (versions 6.1 and above) you may experience an issue where you disable a user from the Administrator, but the next day the user you disabled appears enabled again. This...

If you are using the Active Directory Sync (AD Sync) tool built into the EIOBoard Server (versions 6.1 and above) you may experience an issue where you enabled a user from the Administrator, but the next day the user you enabled appears disabled again. This...

Background: The 'web.config' file holds different assemblies required for other applications to interact with the EIOBoard Server. Otherwise, the website will remain unaffected. Our various applications contact the EIOBoard Server through various services. This error can occur on a Kiosk, Mobile, Outlook Add-in, or Desktop application.   The Error...

The Compilation Error is an error that can be fixed by making changes to the Application Pool.     This is what the page will look like. The "Description" will read something along the lines of "An error occurred during the compilation of a resource required to service...

If you have tight firewall settings, it is possible that this will impair some of EIOBoard's features. Below is a list of things that need to be excepted (and relevant documentation) Port 80 will need to be opened for the IIS site Port 443 will...

When attempting to deploy a .NET 3.5 website on the default app pool in IIS7 having the framework section set to .NET 4.0, you may get the following error: "There is a duplicate 'system.web.extensions/scripting/scriptResourceHandler' section defined."   This error occurs because you are using.NET Framework 4.0, which means...

The IIS logs can fill up the hard drive.  IIS settings can be tweaked to control logging.  You can move the log to another drive or turn off logging all together. In Internet Information Services (IIS) Manager, you can configure logging at the virtual directory...

Note: This applies to Customer-Hosted customers only since EIOBoard-Hosted will always point to www.eioboard.com. If you are running the Customer-Hosted Edition of EIOBoard on one of your servers and would like to configure outside/remote access for any of our interfaces (mobile, app, Outlook Add-in, browser, kiosk,...

Usually your DNS host or ISP will manage this for you.  Internally, many organizations have a DNS server on their Windows Servers.  An A-record defines a sub-domain.  You can review your host by using http://www.iptools.com/ and putting in your domain.  You can also use whois...

Web Service If after installing the EIOBoard Web Service the page that loads displays a generic error saying the page cannot be displayed or the page cannot be found, most likely the issue is that .NET 2.0 was installed before Internet Information Services (IIS) was installed. ...

Open EIOBoard Server Administrator on your EIOBoard Server.   Go to the SQL Tasks tab.   Double click on the “Backup Database” task.   Note the “@BackupName” variable, the value of this will be the file name.  Note the “@BackupLocation” variable, the value of this will be...

To restore an EIOBoard backup database, the first thing you want to do is to locate your database backup file (by default is SolutionSavant.bak) in the backup location that you specified during login.  If you don’t know where this is, follow these instructions, “How to...

If you have added Future Statuses to EIOBoard (such as through Outlook Sync. or Exchange Sync.), EIOBoard is not currently able to delete all these statuses automatically. A user may open the EIOBoard calendar, right-click each event, and delete each individual event if necessary. However,...

If you're migrating your server you'll need to create the backup file to move to the new server. It is also considered good practice to backup your database before major upgrades of either EIOboard or the server itself. Fortunately, there are two ways to easily...

The error “Execute with results failed for database _______ is caused when the SQL credentials are for a user with too low of permissions to perform needed tasks.  The EIOBoard installer runs an upgrade script on the master database referencing the SolutionSavant database.   To resolve the...

When installing EIOBoard, it's possible that you may run into a SQL error similar to this one: "Cannot resolve collation conflict between "Latin1_General_CI_AS" and "SQL_Latin1_General_CP1_CI_AS" in CASE operator occurring in SELECT statement column 1." The error itself will only be found in the install logs.  It will...

The error "CREATE DATABASE failed." is an error that takes place when installing the EIOBoard server. Even though the error takes place during the installation process, the EIOBoard server will usually finish installing. Since the EIOBoard server finishes the install, we have to start with...

When making any changes to the database, you will want to make a backup so that you do not have a chance of losing any data. To make a backup of the database you have two options: Option 1 – Use SQL Management Studio https://docs.microsoft.com/en-us/sql/relational-databases/backup-restore/create-a-full-database-backup-sql-server?view=sql-server-ver15#SSMSProcedure Option...

This article applies if you are receiving the following error when upgrading your EIOBoard database: "Stored procedure 'sys.sp_dbcmptlevel' can only be executed at the ad hoc level." Note: Because you are editing the EIOBoard database, you must be very careful to not change any other settings or database...

Cloud customers are able to send texts to a recipient without requiring a cell carrier.  To do this, the company setting “Send Texts Direct to Recipient” must be enabled.  This setting is available in version 10.1.23 or higher. Once this setting is enabled, you will...

With an on-premise EIOBoard Server, there are two ways to facilitate Text Messaging for alerts and notes: Through SMTP First, you'll need to collect the Carrier and Cell Number of the users you wish to send text messages to. Then after setting the users' cell numbers and carriers...

Sometimes Customer-Hosted EIOBoard users are unable to send text messages to cell phones, even though their mail settings on their server are correct. Please make sure that you have a SMTP username and password keyed into the settings screen. Cell phone carriers do not usually...

Sometimes it seems a little confusing when you refer to EIOBoard's texting feature because you may not know that there are actually two texting features. They each have different functions and require separate licenses. This knowledgebase article will go into brief detail about these two features.   The...

Make Sure "Validate Credentials with Active Directory" is checked "validate credentials with active directory" is always unchecked after an upgrade. That allows users to sign in with their username as their password. Recheck box after update to restore using AD Password To do so, Open EIOBoard Server Admin...

Background Some Server Upgrades from version 9 to version 10 require manually removing old DevExpress assemblies. When manually uninstalling EIOBoard, the old versions of these assemblies remain. You will receive a similar error after login telling you the website cannot decide which to use. Resolution The best resolution is...

For version 10.0.45, and up On-Premise installer in advanced mode, you must use this command line entry: Place the installer .exe file in a known location.  For example: C:\Installer\ Open a Command Prompt as Administrator Type (or paste) the following command replacing this version number...

EIOBoard Server Running Make sure the EIOBoard Server program is running on your EIOBoard server either as an Application or as a Service. You can check by going into the Task Manager and on the “Processes” tab end the “EIOBoardServer.exe” process. Make sure “Show processes from...

Running EIOBoard on Server 2012 Install .NET Server Manager -> Dashboard -> Add roles and features, Next, Next, Next, Next, Click the .NET Framework 3.5 Features Also, check the ASP.NET 4.5 under the .NET Framework 4.5 Features   If you do not install .NET, this error will come up when...

If you receive the following error while attempting to upgrade the EIOBoard server: "Metabase Compatibility is not Enabled" "Metabase Compatibility is not enabled on IIS 7.0, it must be enabled in order to continue the installation."   And you have insured that the option is checked in Server Roles,...

EIOBoard organizations are an excellent way to separate different groups of users in your EIOBoard if you are Customer-Hosted. It allows you to do the following: Create different company settings for each organization Limit user visibility so users can only view other statuses of users...

This article contains a possible solution for an error you may see opening EIOBoard in any of the interfaces.  The error message is: Configuration file is not well-formed XML This can occur if your SQL password has a special character, such as an ampersand (&).  To solve...

If you are a Customer-Hosted customer and would like to upgrade your server, there are a few steps to follow as well as a few options that are important to note. There is no need to reboot the server, stop services, or do the upgrade after...

Here is the location of the EIOBoard Server registry keys, for cleanup purposes.  These registry entries are not removed when the EIOBoard Server is uninstalled.   Clearing out the registry settings is known to solve some problems with the EIOBoard Server, such as an issue with selected...

The main cause of Chat problems with EIOBoard is the traffic is being blocked by a firewall. By default EIOBoard Chat runs on port 5222, so you may need to enable this port on the client’s firewall. If you are an EIOBoard-Hosted customer and have...

EIOBoard version 7.1 includes a new feature for chat history. You can read more about this feature at: http://www.eioboard.com/Features/ChatHistory.aspx Chat messages are not logged until the chat history option is tured on. This means that if you chat with someone yesterday with chat history off, then today...

In the Company Settings section of the Administrator, there is a setting called “Only Prompt for Required Upgrade”.  If this setting is checked, you can upgrade your EIOBoard server to the latest version without prompting your users to upgrade (unless it is specified that the...

Normally, you should be able to remove your EIOBoard Server through Add/Remove Programs, Change or Remove a Program, or Programs and Features. However, if some sort of corruption occurred during the installation, you may get this (or a similar) error message preventing an uninstallation:     Here are...

The My Customers feature is a handy tool that is easy to use and is helpful for organizing your customers based on your representatives, where the company is located, all the contact information for the company and its employees, etc.  When you first open up the...

The Timesheet button is available for checking status history. If the button is missing for users, here are some troubleshooting steps: Check the More menu to see if Timesheets is hidden in there. Go to the Toolbar tab in the EIOBoard Settings menu. Ensure that "Show Timesheets...

In order to save the window size and position of the EIOBoard Application Interface, you just need to go into the Settings, and on the “Views” tab, click the “Save” button in the “Window State” frame as shown below.   You can also click the “Default” button...

Before you import Timecards into QuickBooks from the EIOBoard Timecard export, QuickBooks must be configured to track time.  To verify or change this, complete the following steps: Open QuickBooks and login with the Administrator account.   Click the “File” menu and select “Switch to Single-user Mode”...

The “More” tab is used to provide additional status information for the selected worker. The information can be chosen to be displayed for everyone to see on the main screen.   Using the “More” tab: 1) Click the “Status:” button 2) Click the “More” tab   3) Select the values under...

If you are using a silent install for the EIOBoard Application Interface or the EIOBoard Outlook Interface, it may be necessary to check if you already have EIOBoard installed. There is a registry entry that will tell you if EIOBoard has been installed. For the EIOBoard...

Silent installations are installations that run without a user interface and are completely automated. Often on a large scale deployment, network login scripts are run for users that automate drive mapping, software and hardware inventory, and automated installations. In addition to scripts, Group Policy and...

Changing Timeout Option If you want the Status Change prompt to timeout when you are shutting down the PC, go to the “Startup” tab in the EIOBoard Application settings and check the “Timeout after X seconds” checkbox.  The timeout value is set to 15 seconds by...

Automatically Start EIOBoard To make sure EIOBoard starts up automatically when the computer starts up, just add the following to bottom of the Registry file: [HKEY_LOCAL_MACHINE\SOFTWARE\Microsoft\Windows\CurrentVersion\Run] "EIOBoard"="C:\Program Files (x86)\Savance\EIOBoard Application\EIOBoard.exe"   Alternatively, you can go to your EIOBoard Settings, and check Automatically Start Application on Startup....

Here are the required controls for the EIOBoard .NET Application Interface and EIOBoard Outlook Interface. EIOBoard .NET Application Requirements: .NET Framework 2.0 SP1 http://download.microsoft.com/download/0/8/c/08c19fa4-4c4f-4ffb-9d6c-150906578c9e/NetFx20SP1_x86.exe You can also get .NET Framework 2.0 SP2 from: http://download.microsoft.com/download/c/6/e/c6e88215-0178-4c6c-b5f3-158ff77b1f38/NetFx20SP2_x86.exe EIOBoard Outlook Interface Requirements: .NET Framework 2.0 SP1 http://download.microsoft.com/download/0/8/c/08c19fa4-4c4f-4ffb-9d6c-150906578c9e/NetFx20SP1_x86.exe .NET Framework 3.5 SP1 http://download.microsoft.com/download/0/6/1/061F001C-8752-4600-A198-53214C69B51F/dotnetfx35setup.exe .NET Framework 4 https://www.microsoft.com/en-us/download/details.aspx?id=17851 Visual Studio Tools for Office (VSTO)...

To deploy settings which apply to the user currently logged into the PC you can push settings out to HKEY_CURRENT_USER.  You can also deploy settings which will apply to all users that would log into the PC by applying the setting to HKEY_LOCAL_MACHINE. You can download...

The EIOBoard Application Interface and EIOBoard Outlook Interface are fully supported on a Terminal Server.  Since the settings are all stored in the registry under HKEY_CURRENT_USER for a normal installation, you must use a special key to deploy the default settings for a terminal server user to aide in...

To create a Timecard do the following: 0. Have the Export Template and Payroll Types created via the Desktop Application Admin: See this Knowledgebase Article 1. Click the “Timesheets” button in the EIOBoard Application Interface.   2. Click “Create Timecards”.     3. Click “New List”, enter a name when prompted, check...

Web Browser and Desktop Application A standard view (default) or mini-view is available for the EIOBoard application and Web Browser. Standard View   In the Standard View, you can see everyone that matches your current set filters listed, and along with all the information for your selected column headers. To...

[vc_row css_animation="" row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern"][vc_column][vc_column_text]In Savance Workplace, you can tie your Windows login to your Savance Workplace login and have it automatically log you into the Electronic In Out Board upon startup. This is called “Windows Authentication.” Let’s say your name is John...

This page provides details on how to create the payroll export template and send time data to Paylocity.  For reference, here is the full Paylocity Time Import Specification. In order to send time card data to Paylocity, you must Create Timecard for a given time period,...

Version 10 The latest release requires at least Windows 7 OS. Theses are the Pre-requisites the computer will need to be able to download: C++ Redistributable 2010 SP1 (x86 and x64: https://www.microsoft.com/en-us/download/details.aspx?id=26999) .NET Framework 4.6.2 (http://go.microsoft.com/fwlink/?linkid=863265) Visual Basic Power Packs: https://go.microsoft.com/fwlink/?linkid=321343 The installer will automatically download any prerequisites...

Whether you are populating user profiles for the first time or adding additional departments, the User Import Wizard makes this process simple. The Web-base User Import has superseded the Desktop Import Wizard. Please review the Web-base User Import https://support.savance.com/index.php?/eioboard/Knowledgebase/Article/View/678 Starting from scratch? You will need to create an Excel...

Create a new Payroll type: Open the EIOBoard desktop application Navigate to "Administrator" at the top of the window Select the "Timecard" tab at the top of the screen Select "Payroll Types" in the new tabs that appeared under the "Timecard" tab Click "Add" at...

EIOBoard is capable of sending emails in the form of Text Messages, Notes sent via email, Help Desk requests, and Forgot Password requests. At this time, only Customer-Hosted users can view or resend Text Messages or Note emails. To access previously send Text Messages or Note...

EIOBoard has the ability to watch users as they change their status. Similar to Outlook, EIOBoard will display a small pop-up window with the name of the person, what status they changed to, and at what time.     To add users to your notifications watch, simply right-click...

EIOBoard has the ability to perform status updates for multiple people at once. This feature is only available for users who have are an EIOBoard Administrator or an EIOBoard Receptionist. Open EIOBoard and click on "More" in the toolbar. Then select "Group Status" from the drop...

This setting can be set by individual users on a per user basis or it can be set by an administrator user as a deployable setting and locked so it cannot be changed by non-admin users. Company User Setting: To change this setting and deploy it to...

Embedding EIOBoard in your main site could be a nice way to build awareness and engagement. Also, we can automatically log in a user Windows Authentication. The very easiest way to set your EIOBoard in your organization's website is to use an iframe. The source...

With the EIOBoard status board you are able to specify which headers are available to view. Each person has the option to have different columns and arrangements. They can be added, removed, and sorted by following the steps below. Choose Column Headers: 1) Right click the column...

EIOBoard's Browser Interface gives you the option to view the status board, change your status, and more. This interface can be convenient because no installation is required on your computer, and it works on any operating system. To open the browser interface, simply go to...

Table of Contents Introduction How to Create the PowerPoint with EIOBoard Embedded Using LiveWeb in PowerPoint Auto Looping Start EIOBoard SlideShow on Startup     Introduction PowerPoint is a useful tool to use for full screen presentations where you can include static and dynamic data in the form of...

By default EIOBoard sorts the users by last name, then first name. If you wish to change this to sort by first name, then last name there is an organization setting for this. Just go into the Administrator and click the “Company Settings” tab. Then...

We had issues with the “Remember Me” feature when the new version of EIOBoard was first released, but this was corrected within the first week of the release. If you are still experiencing problems with this, there are a couple things to look at. First, make...

Sometimes an error or update may make it necessary to clear the cookies and cache on eioboard.com to get rid of old data. You can do so without wiping your cookies for any other site you visit by following the instructions before: Firefox 1. Go to the...

Yes, Mac users can access EIOBoard using the Browser Interface. At this time we do not have an application for Mac. If Mac users need to use the EIOBoard Application Interface or even the EIOBoard Outlook Interface they can do so using a Terminal Server or...

Assigning users to particular groups can be done in several ways. The easiest way to add several members at a time is to head to the admin panel and the groups page. Select a group and choose “members” Then add or remove as many users as you would...

here are multiple ways to add a user to a particular location in the browser interface. The first option is to head to the admin page and select “groups and locations” Next, select a location and click “members” Finally, choose which users should be added or removed from...

Yes, you can replace the default logo by uploading your company logo (Pictures add-on is requested for Customer-Hosted customers to upload and manage pictures).  Our page can also be embedded as a frame or a web part to a master page.  We can support hosts like SharePoint and...

Yes, the administrator was first available in the Browser Interface and then was added to the Application Interface so almost all administration functionality is available in the Browser Interface. However, the Administrator for EIOBoard cannot change their own username in the Browser Interface, but can...

Yes, the chat option can be disabled for a whole organization via the Administrator Organization Settings. Simply follow these instructions: Open the Administrator by clicking on 'Administrator'. Go to the Company Settings tab. Click 'Edit'. Be sure to check Application Chat Disabled.   Lastly, click 'Save'. ...

You can Disable Automatic Update company wide or for each individual user. For the company wide setting you will have to have Administrative privileges. How to Disable Automatic Update Disable Automatic Update "Company Wide" Open the Application or Outlook Add-In and choose 'Administrator' Go to the Company...

After upgrading a Customer-Hosted server or the EIOBoard-Hosted servers are upgraded, the clients will automatically prompt to upgrade to the latest version unless the company setting, “Only prompt for required upgrades” is checked.  When this occurs, version 7.1 and earlier use FTP to attempt to...

User Account locked   Whenever you get this error on our Web Browser Login (Example: https://www.eioboard.com/EIOBoard/)   Solutions: Contact your EIOBoard Admin to assist in logging in. They can unlock accounts instead of waiting the 1 hour time (EIOBoard Admins see below on how to unlock users) Cloud Sites...

How to Manually Add Users Select Admin Select Users under Users & Security Select Add User Put in the required information(Fields in yellows are one set to required): Click Create User Video Guide https://www.youtube.com/embed/UZDu19FSc2I     Web-Based User Import You can also batch import users via an excel on the web: https://www.savanceworkplace.com/knowledge-base/web-based-user-import/ Note:...

You can create a Custom Field either manually through the administration portal, or as you create the question when adding a new question. Types of Fields Contact Fields: The following fields appear in the "Contact Info" screen These are the fields tied to a single User...

Web With the release of version 10.2.3 came a change in status colors in the EIOBoard as well as the ability to easily customize and create new status colors.  To create a new status color, go to the administration panel in the web application and select...

The User Import Wizard allows administrators to add relevant User information from a spreadsheet into EIOBoard. The spreadsheet (.XLSX format) needs identifiable headings to match standardized or custom fields. The spreadsheet must include two pieces of information from each visitor or patient: First Name and...

As Administrator, you have the ability to ignore future status updates for users. This can come in handy if a user is out sick or on vacation, and they have future statuses in place for Meetings, Lunch, etc. When this option is enabled, it will prevent users...

Desktop Application Company User Settings is a tab in the Administration window. It is used to control the appearance and functionality of EIOBoard for your users. To change the deployed settings, you can check or uncheck the setting in the 'Deployable Setting' column. To push out changes...

If you want to distinguish status updates by location without having a status for You can do exactly that, and we already have status location added as a default field that works with our location feature! You can add locations in the groups and locations tab...

One of EIOBoard’s most unique administrative features is its scalability. EIOBoard has the ability to neatly organize thousands of users on a single status board, allowing any user to easily find other users in a specified department, physical location, organization, etc. If you have any...

Making Receptionist Comments is a handy little tool if a receptionist needs to make a comment on a user’s status to add details to the original comment or to add something entirely new. It is simple and very easy to use. Making a Receptionist Comment To create...

There are two different types of picture uploads used in EIOBoard. The most common picture upload is for user pictures. Dimensions for the user pictures should be square, meaning the length is the same as the width. For example, 150x150 pixels or 200x200 pixels. You can...

To change your Organization Name in EIOBoard you first need to login to the EIOBoard Application or EIOBoard Outlook Interface as a user with EB-Admin security rights. Open the Administrator and click the "Edit Organizations" button at the bottom of the screen. Select the Organization...

If this setting is checked, EIOBoard will change the status to the default “Out” status for all users in your organization that are not currently set to an “Out” status type. EIOBoard-Hosted customers can only enable or disable this setting. The time is not customizable; it...

The UserID field is only used to log a user into the EIOBoard Kiosk Interface or EIOBoard Punch Interface.  This unique numerical value commonly associated with a badge ID containing a magnetic stripe or barcode, an RFID tag, or fingerprint. You can set the UserID of a user...

In the Company Settings section of the Administrator, there is a setting called “Disable Modification of Processed Future Statuses”. If this setting is checked, non-administrators will not be able to edit or delete a future status that has already been processed. This includes Future Statuses...

Desktop Application To remove a user from EIOBoard, just go into the Users section of the Administrator in the EIOBoard Application, Browser, or Outlook Interface.  From there, you can disable or delete the users you no longer want in EIOBoard. When a user is disabled, they...

If you would like to disallow users from reviewing their status history, then go to Company Settings in the Administration screen and enable the "Hide Status History For All Non-Admins" option. Once users log into EIOBoard again, the Timesheet button will no longer be available....

EIOBoard (EB) has many built-in security groups. Additional security groups can be defined to fit most--if not all--necessary configurations. Below is a summary of what each security group can access within EIOBoard. EIOBoard Defined Security Groups EB Admin: Has full control to the Admin features and can...

Exchange sync will work with an Exchange Web Service (EWS) that requires SSL only if you have a valid certificate and you don't get a warning about a self-signed certificate. You can test this out in a web browser by navigating to https://<your-exchange-server>/EWS/Exchange.asmx. If the certificate is set up correctly,...

Assistance with moving EIOBoard to a different server and upgrades is not part of our normal support.  However, you have a few options. You can follow the following kb articles which will walk you through the different moving options. https://www.savanceworkplace.com/knowledge-base/how-do-i-move-eioboard-to-a-different-server/ https://www.savanceworkplace.com/knowledge-base/moving-eioboard-to-a-different-server-but-keeping-sql-separate/ https://www.savanceworkplace.com/knowledge-base/moving-eioboards-database-only-to-a-different-sql-server/ You can purchase a 2 hour...

Backup everything Backup the entire folder contents of C:\Program Files\Savance\EIOBoard (UserPictures and Logos are most important) Open EIOBoard Admin from the existing EIOBoard Server Go to SQL Tasks and look for the task to backup EIOBoard.  You can edit the task to see where...

Newly updated infinias software or changes to the infinias database may disrupt the EIOBoard integration.  If this is the case, first verify the EIOBoard website is listed properly in the Peripherals tab of IntelliM. If the events don't show up in EIOBoard, check the Infinias...

With the infinias device you have the capability to use a card reader, switch, or button to unlock a door. This feature is in addition to controlling the statuses of EIOBoard. In order to take advantage of the different door controls, you have to know...

This article explains a potential solution for an issue where you do not see your Telephony Provider Name listed in the drop down on the TAPI tab of the EIOBoard Server Settings (in the EIOBoard Server Admin program on your EIOBoard Server).  It is assumed...

When using the EIOBoard Outlook Add-in within Citrix, you may encounter a popup box that contains the following error message: Microsoft Outlook will not load the script language of for these forms. This option is not available. Reinstall Office 2000 and select (add components) then select...

Background Microsoft released an update for Office 2016 (Version 1808, Build 10730.20088) that causes an issue displaying EIOBoard correctly for users who are not on the Windows 10 Version 1803. The display is completely or partially blank. The Add-In does not show other EIOBoard Users within the...

If your EIOBoard Outlook Add-In seems to disappear or disable itself automatically, then this article may be for you.  Outlook gives some users grief by requiring that they re-enable the EIOBoard Add-In every time they open Outlook. After the Add-In is installed, it is possible that...

EIOBoard Registry This article addresses the issue where you get an error message when you open Outlook saying Outlook is not installed after installing the EIOBoard Outlook Interface: "EIOBoard Outlook Add-in cannot be installed on systems without Microsoft Outlook 2010 or higher."   Most likely there is a missing...

If you get this error InnerException>> System.InvalidCastException: Unable to cast COM object of type 'System.__ComObject' to interface type 'Microsoft.Office.Interop.Outlook._AppointmentItem'. This operation failed because the QueryInterface call on the COM component for the interface with IID '{00063033-0000-0000-C000-000000000046}' failed due to the following error: Library not registered. (Exception from...