Getting to Know Core iQ: A Quick Guide to Utilizing the Core iQ Knowledge Base and Training Videos

Have you ever heard the phrase, "You don't know what you don't know"? Fully utilizing an application can be difficult if you don't know the "ins-and-outs" of a system. Our Core iQ Knowledge Base is designed to help you find answers quickly, so you can get back to what you do best. Check out our quick guide to using our Knowledge Base and training videos.

Accessing and Utilizing the Core iQ Knowledge Base

There are three main ways to access our Knowledge Base:

  • Admin menu
  • Help Icon
  • Website

To access the Knowledge Base using the Admin menu option, just do the following:

  • Go to the Core iQ Admin menu (the wheel at the top right of the screen)
  • Scroll down
  • Select Knowledge Base

The Knowledge Base home screen will appear as shown below:

You can enter keywords or questions in the "What can we help you with?" field, click "Search", and a list of applicable articles will be returned.

You can also select articles from one of the categories shown on screen:

  • Helpful Articles: A variety of articles ranging from Beginners Guides to Administration
  • FAQs: Answers to common questions
  • Version History: Includes documentation on Core iQ releases
  • Internal Documentation: This category is available to Core iQ support staff only

For example, if you are interested in "Help Articles", just click that category:

A list of articles will be presented, as shown below: 

You can scroll through the articles and click on the article link to review the information.

The second way you can access the Knowledge Base is by clicking the green "Help" icon at the bottom right of the Core iQ screen:

Just enter your question in the search box, hit enter, and a list of applicable articles will be returned:

Clicking on the article link will provide a summary of the article's main points. To see the full article, click the "View Original Article" icon at the top right of the help box:

You will be taken to the Knowledge Base where the full article will be displayed.

Finally, you can access the Knowledge Base by clicking the "Get Help" icon on our website: https://onovativebanking.com/

Accessing and Utilizing the Core iQ Training Videos

In addition to Knowledge Base articles, you can also access our Core iQ training videos using the Admin menu. Just do the following:

  • Go to the Core iQ Admin menu (the wheel at the top right of the screen)
  • Scroll down
  • Select Training Videos

Here users can find helpful videos on a variety of Core iQ topics:

Just click the green "+" sign to expand the selections and click on the video you want to review:

So, whether you’re a new user digging into Core iQ for the first time, or a seasoned user fine tuning your skills, our Knowledge Base is here to serve up the answers you need when you need them. 

Still can't find what you are looking for? Feel free to contact our support desk using any of these methods:

  1. Send an email to support@onovative.com.
  2. Click the green "Help" icon at the bottom of the screen, then click "Contact Us". 
  3. Submit a ticket through ZenDesk.
  4. Clicking the "Submit Request" button on our website: https://onovativebanking.com/

We're always happy to assist!

 

 

 

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