This lets you quickly and easily manage multiple Instances and install packages in bulk. This requires Admin level permissions, and can be managed at the Org or Performance Module level.

Instances

All existing Instances (within the Module or Org) are listed, and you can search or sort (click column headers) as needed. 

• Some high level details are included for each, such as 
  • People counts (total number of members, regardless of status or role)
  • Start, End, Create and Last Modified dates
  • Who created and last modified each Instance
• If Auto-Instance settings are set up and enabled an icon is displayed toward the right end of the row.
• Instance status is designated by green (open) or red (closed) on the left side each row, and by the Open/Closed toggle button on the right side. Click on the toggle to change the status.
• Each row also has a set of actions available…
  • Home … Navigates to the Instance home page.
  • Adjust Dates … Change the Start and/or End dates (without leaving this page).
  • Rename … Change the Instance name (without leaving this page).
  • Instance Settings … Navigates to the Instance settings page, Instance Setup section
  • Delete … Deletes the Instance (without leaving this page). You will be prompted to confirm.

Package Manager

Only open Instances will be listed. Select one or more Instances to install a package.

• Click the blue ‘Install Package’ button. 
• Drop the pkg file in the Upload Package area, or click the area to select the pkg file. The package details will be displayed at the top, and installation options at the bottom …
  • Install at the Module so future Instances will have the content.
  • Send me a notification when the package installation is completed.
• Click Install, and the installation will begin. If you want to see the progress of the installation, keep this page open. 

You can continue using GideonSoft while the package is installed. 

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Version(s): GideonSoft 2024 Release 2 and later