We've been with Zoho now for over five years. The only "non-Zoho" product we use is dropbox: for every other application we use Zoho and in all honesty wouldn't consider any other applications.
The scope and adaptability of Zoho has been the biggest benefit for us. I'm keen to share with other Zoho customers some of the solutions we've been able to use Zoho for, all with in-house solutions and minimal programming required.
The most recent, and exciting, way we have been using Zoho is to use the Wiki application for our competency training mapping. Anyone who has worked with the Australian competency-based training system will know what a nightmare it is to try and map and monitor all the competency units, elements, performance and knowledge evidence and to somehow link up all these isolated components to not only individual assessment items, but also to the actual material (content) that we use for training. And then to keep track of it all, monitored, feedback, updates, etc. Esp. if you are a smaller RTO without dedicated staff to deal with this.
We have found a perfect solution for our needs with Wiki.
First, we created a number of sections in the Wiki:
~ Competency Standards
~ Course Content
~ Course Assessment
we also had a few other sections relating to the specific industry guidelines and standards - these could be modified to suit your industry.
Then, in each section, is a breakdown. So, for example, the Competency Standard section is broken down first into the competency unit, followed by the individual competency elements, followed by the performance criteria each having it's own dedicated page.
The course assessment section has a number of sub-section pages:
~Assessment items banks (the individual quiz questions, essay questions, etc)
~Assessment tasks and groups (the grouping of the individual questions - e.g. "Quiz for Lesson 1.1)
~ Assessment performance evidence (straight from the CU)
~ Assessment knowledge evidence (straight from the CU)'
Then what we did on each page is insert tables that link all of the assessment and competency parts to each other.
So, for example, you can go to any page - say one of the knowledge evidence pages, and see from there, which parts of the course content address this, which question items assess it, and which performance criteria it contributes to evidencing. Likewise, you can go to any quiz question, and see which aspects of the competency it relates to. Or to a performance criteria and easily link through to the performance and knowledge evidence required and the specific measures of this.
Quite a bit of typing and mapping work to set up (and a bit of a mind-bend - but that is the nature of the Australian competency-based system anyway, right?) but the benefits have been:
~ A dramatically low-cost solution (compared to off-the shelf competency monitoring software, which often has features you don't need, and doesn't easily do half of what you do need).
~ A highly auditable system, it's so logical and simple to use, even the auditors can get their heads around it :-o And when the auditors come through the mapping is already done and it is quick and easy to pull the info and relationships they need.
~ A highly inclusive system - training staff have been able to quickly grasp it all, and it has really supported their understanding of the links between teaching, assessment and the standards. Simple features on the Wiki, such as the comments section mean that all teachers can provide input and feedback which is tracked and monitored and not lost.
~ Better teaching and assessment - because of the mapping capability, we have been able to take a much more holistic approach to teaching and assessment. Returning to our actual program for teaching based on student learning needs, rather than teaching directly to the competency in isolated chunks.
~ Monitorable - we use the tagging feature to indicate the date when sections or pages need to be reviewed and to allocate this task to the appropriate person.
~ An archivable and sustainable system - with the back ups and because it is all online, no documents get lost. Everything we do builds on what we have so (after the initial set-up) the work involved in reviewing and updating is minimal.
No down-sides so far.
Hope this idea helps other Zoho users or people looking for a realistic, manageable solution.
Recent Topics
How to link to/displaya png stored in workdrive in a Creator HTML snippet?
How to link to/display png stored in workdrive in a Creator HTML snippet? I've tried it as a plain external link and as an iframe. The iframe works but is kinda slow...and I'd prefer to be able to do finer-grained positioning but referencing the png as
Has anyone built a ticket export that allows Help Center users to export the tickets shown in the My Area list they are looking at?
Hi, We are moving to Zoho Desk soon. Our current support system displays an option in our help center allowing customers to export their Open, Closed, or all tickets based on which list they are looking at. We need to offer the same in Zoho Desk help
Contemplating moving my site from WordPress to Zoho Sites
Hi Everyone, We currently find ourselves in a situation where we ant to review and update our current sites content. We are small business owners, not developers. We currently use a wide range of Zoho products. We sometimes think about the possibility of either moving or just starting from scratch on Zoho Sites. I would like to know if anyone has done this and of course the things that need to be considered. We have spent quite a bit of time getting our current site positioned organically and I guess
Using AVG in SQL Query
My current SQL Query is: SELECT "Client Info", avg("Revenue") FROM "Funded Deals" GROUP BY "Client Info" The current table that this is creating: Client Info avg(Revenue) Previous 4175 1st - New 3411 1st - Old 3013 Renew 3069 While this works as I had
Unified customer portal login
As I'm a Zoho One subscriber I can provide my customers with portal access to many of the Zoho apps. However, the customer must have a separate login for each app, which may be difficult for them to manage and frustrating as all they understand is that
Tracking Implementations
We create Opportunities (Renamed Deals) with associated Quotes (renamed Products and Services). When we close the deal, we want to be able to track the implementation of each product separately. For instance, the client may have ordered Item A, Item B
Is this link the transparent pixel used to track opens?
Could someone please help me identify this highlighted link? It is automatically created by Zoho and a lot of contacts receiving campaigns will click on this link. I don't believe that it is the "update your preferences link" because on the Link Clicks
Zoho desk desktop application
does zoho desk has a destop applicaion?
How can I view Help Center articles in 'Sandbox' mode?
I have published some help center articles but when I try to preview the knowledge base page, it says 'We have no content to display'.
Is this possible with Campaigns?
My company is currently moving CRM's from Monday to Zoho One. Currently, our marketing lead process is send out 7 sms messages over 14 days if the lead is in a certain status. If we don't get a response the lead is put into a "Closed" status. Do we buy
Tracking leads through the sales process
Our leads are being generated via paid google ads and are arriving to us with UTM data showing lead sources, campaign mediums and campaign names. I want to track the progress of those leads as they migrate through our sales funnel while maintaining a
Error 403: Forbidden When Updating Email Signature via API
Hi Zoho Desk team, First, congratulations again on the excellent Zoho API. But, I’m encountering an issue while attempting to update an email signature via the API. Whenever I make a request to update the signature, the response returns an HTTP 403 Forbidden
Opening & working multiple tickets
We work in multiple tickets at the same time. Currently to do this, we have to open multiple instances of Desk. Is there a way to do this by just opening multiple ticket tabs within 1 instance of Desk?
Different content per social media account..
Is there a way to add different content per social media account on one post?
Merge tickets
Hello, I am attempting to merge two tickets; however, the option to merge does not appear to be available. Could you kindly confirm if this feature has been relocated or removed? Additionally, could you please provide guidance on the correct process to
Add "Merge by Ticket ID" Option on Ticket Screen
Dear Zoho Team, We would like to request a new feature for the ticket interface in Zoho Desk. Specifically, we propose adding a button to the ticket screen that allows users to merge the current ticket with another ticket by directly providing the second
Using tickets to train Zia
Hi Team, I would like to know if there is any way that Zia can also learn from previous tickets in addition to the articles from the knowledge base. Since we have most of our knowledge curerently in the tickets and that this is hard to combine into a
Unable to delete Junk Lead and Not Qualified from the Lead Status field
Are Junk Lead and Not Qualified default fields or something that cannot be deleted? I have gone into the Leads module and made sure there are no records using these values. Other values have a minus sign that allows me to remove them, but these two fields do not have that option.
Welcome Link Expired
Hi The links sent to the users didn't get clicked on in time and now all the links have expired. Is there a way to send a new link without deleting them and re-adding them>
Alert for Back Navigation in Zoho Creator Widgets on Mobile Apps
In Zoho Creator widgets, when a user navigates back on mobile devices, the data within the widget is reset. This leads to a loss of any unsaved changes or inputs, causing frustration for users. To enhance user experience, we need to implement a confirmation
Zoho Developer Community Monthly Digest - December 2024
Hello everyone! As we step into the new year, let’s reflect on the strides we’ve made together and gear up for the exciting opportunities 2025 holds. This month’s digest highlights key updates, engaging discussions, and upcoming events designed to keep
Allow "add new" option to picklists and multiselection fields from add or edit pages
Hello zoho, please insert an add option (ie +)sign) to pick and multiselect fields so we can add new options while entering or editing records. For example. in my lead module, while adding a new record, I realized I had a new lead source. I went to my
Enhancements to Zoho Corp Help Center "Team Requests" View
Dear Zoho Team, I hope this message finds you well. The ability to view both my tickets and my team’s tickets in the Zoho Corp Help Center is a fantastic feature, especially as the focal point for Zoho in our organization. However, we’ve encountered a
We've revised the pricing model of CRM portal user licenses
Hello everyone, We’re making important updates to our pricing structure for portal user licenses, effective from the next payment cycle. The new slab-based pricing is as follows: Previously, these portal user licenses were priced at $5/ user/ month. As
Zoho and Hostaway webhok integration.
I want to receive data coming from hostaway webhook and receive it in zoho crm to create or update record in a module based on conditions. The hostaway webhook sends data every time a reservation is created or modified or cancelled. The hostaway sends
Unable to create custom fields for shipment order
I'm unable to create custom fields for shipment orders, even though the custom fields are set up correctly. A request to the following endpoint: https://www.zohoapis.com/inventory/v1/settings/preferences/customfields?organization_id=${ZOHO_ORGANIZATION_ID}&entity=shipment_order
Records per page in New UI
It seems the new UI lack of "Records per page" function, it is very handy if you are looking for a data that you don't know the exact search term, but you know it may "between" few entries. without a "page" function, we kind of have to keep page down and page, the autoload is not that fast, and you are dealing with thousands of entries. Could we please have the "records per page" function back to New UI (also it shows total counts of the record) Looking forward to hear from you.
zet pack not working
We are using the zet pack command to package our Zoho extension. However, after running the command, the extension gets packed, but the resulting package is empty. We've attached a screenshot for reference. Could you please assist us with resolving this
CSV File Added to Form - Parse and Map to Fields
Hi, I apologize, I can't seem to find a clear explanation or help article on how to parse a CSV file. On validate, I process this deluge script. fileContent = Collection(input.File_upload.content); result = fileContent.values(); info result; What I want to do is create a record (in another form), and map certain fields to fields in the form. I can get values, which is the whole file but no keys. If I use result = fileContent.keys(); I get "0" As you can see from CSV, my first line is my map and
Encountered an error while creating a bill in Zoho Inventory: {"code":6,"message":"Invalid data provided"}
I attempted to create a bill using the Zoho Inventory API, but I received an error: {"code":6,"message":"Invalid data provided"}. However, when I made the same request again, it was successful. Does anyone have insights on why this happened?
Why do I need to send the Customer ID in the Create Purchase Order Request?
I'm trying to create a purchase order using this endpoint https://www.zoho.com/inventory/api/v1/purchaseorders/#create-a-purchase-order Unfortunately, I'm getting this error { "code": 4, "message": "Invalid value passed for Customer ID" } The doc doesn't
How to Retrieve Serial Numbers of Items in Zoho Inventory via API?
Hello, I am currently working with the Zoho Inventory API and need to retrieve the serial numbers associated with specific items in our inventory. After reviewing the documentation, I couldn’t find an endpoint dedicated to fetching serial numbers for
merging email accounts
previously I was using 5 mail pop mailboxes within VO , 2 of them are becoming obsolete so I was thinking about deleting the obsolete ones and merge the remainders into my main account mailbox within VO , is this possible ? thnx in advance.
ZohoPeople API - Retrieve leave type IDs
Hi All, I have created a leave type in Zoho People UI. Now I need to fetch the Leave Type ID of it. As per the documentation[1] I used the curl request [2]. But I ended up with the error response from the API. {"response":{"message":"Error occurred","errors":{"message":"Server Error Occured","code":7031},"status":1,"uri":"/api/leave/getLeaveTypes"}} The new API[3] does not tell anything on how to retrieve the Leave Type ID. Have you done any changes to the API recently. If so please let me know
Inadequate Customer Support
Hello & Greetings! I have been a pro Zoho user since the last 2 years and I would admit that the apps that are being offered are good, however the support we receive has a lot more to achieve. This being a design issue rather than a staff issue. Being
Incorrect Closing Stock Amount value
Act as Zoho Inventory Expert. We are a construction company, OVAL Projects Engineering Limited. We started using Zoho Inventory for Stock Management.I have multiple warehouses. I have encountered a problem while generating custom warehouse wise inventory
The Next Chapter for CRM for Everyone: Moving from Early Access to Phased Rollout for Customers
#CRM25Q1 Hello Everyone, Until now, CRM for Everyone has been available in early access mode exclusively for users who opted to try the new version. We are now transitioning to a phased release, starting with the basic edition. We are thrilled to announce
Zoho vault uses only password to unlock not a TouchID
TouchID works when normally openning app but when called from keyboard while browsing or trying to log to another app it shows only password option to unlock. This behaviour is only on iPad Mini witch latest 18.2OS
Unable to add Guest Members
We are having issues adding Guest Members to our Cliq account. We have sent out a number of request but it seems that only some people are able to access the platform. Others have received a message stating that they need to be granted access from an
Webhook when estimate is refused is not firing
Hello, I use a workflow through make that sends estimate with zoho books (I paid books and sign). -Those estimates when accepted are firing the webhook that I create in zoho sign (photo 1) -However when refused they are not firing the webhook that I created
Next Page