Borealis has a wide range of modules available. Your Borealis system may be configured differently, and you may or may not have all user privileges to view every available option. This cheatsheet provides a general overview of some common features you will find throughout the modules.
- Create: Allows you to create a new Organization, Communication, Individual, Task
- Search: Lets you search through a basic or advanced search
- Bookmark: Allows you to save the page you are viewing in your bookmarks
- Share: Allows you to share the page with someone from your organization
- Show/Hide Map: Lets you display or hide the map
- Fields Configuration: allows you to choose what fields are displayed for users and yourself
- Filter: If you have set up projects, you will have a list of projects you can quickly access through this menu. You need to have access to the project in order to view it.
- Profile: Allows you to access your profile and logout of Borealis.(your initials are displayed here)
- Activity: Any activities performed by users will be displayed here (add, delete, update, etc.)
- Related reports: Reports related to this individual or organization record will be displayed here
- Tasks: Any tasks assigned to you or an individual for the record in question
- Documents: Allows you to view documents that have been uploaded for that record
- Comments: Free text field to add comments that will be attached to this record
- Action History: Displays all actions performed and shows the user, time stamp and type of action
- Actions: List of actions users can perform depending on their role and permissions
- By: shows the user that created or updated the record, with a date and timestamp
- Pin location: shows a pin on the location where the record is located on the map
- General information tab: Information for the current individual or Organization (name, address, etc.)
- Contacts tab: Displays the individual/Organization contact information as well as any distribution lists they are part of.
- Relations tab: Shows the relationship between the record and any stakeholder or plan as well as the position for an individual within their Organization.
- Engagements tab: Displays engagements that have been recorded in the system for this record
- Assessment tab: If you configure the axis and value information, it can be used to periodically see how much “influence” this record has and the “health” of the relationship with the record.
- Social Media tab: Displays any social media accounts related to this record (in Beta version for now and not active for all users)
- Ellipse button: If visible, it provides additional options for the current record.