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How do I save data in Proxima?
In most areas of Proxima, data will auto-save as you enter it. Proxima is a cloud-based tool and was created with auto-save functionality on each page.
As data is entered, you will see a [SAVING...] at the top of the page.
Once the data is successfully autosaved, that indicator will say [SAVED]
What is the purpose of the [Mark Complete] button?
A [Mark Complete] button can be seen on a few different assessments and activities in Proxima. It is not a 'save' button. Rather, it allows a practitioners to track the completion of assessments and templates as they work through a project/change.
Assessments will remain in an "In Progress” status on the list pages and Tracking Calendar, until the practitioner clicks the [Mark Complete] button.
Note: During the Practitioner Program, participants are directed to click the [Mark Complete] button as they complete breakout activities. In some instances, clicking the [Mark Complete] button drives the completion/checkmarks in the [In-Program Guide]. For the full 'completion logic' of the guide, see here.
The date stamp was removed from the [Mark Complete] button on October 13th, 2022.
How can I edit or delete dates in the calendars?
We have made updates to the 'date picker' functionality in Proxima.
To add dates, click on the 'calendar' icon or on the date column.
A calendar will display. You can add dates a few different ways:
Choose the month by clicking on the carrot < > or by clicking the month-year drop down and choosing from the list. Then click on the chosen date.
Manually enter the date in the text box displayed at the bottom of the calendar box.
You can remove dates by clicking the [x Clear] button at the bottom of the calendar box.
For sections in Proxima where multiple dates can be added (ADKAR Milestone Dates and Group ADKAR Milestone Dates):
Follow the same instructions above to choose the month-year.
When manually entering a date in the text box, click the [+] to add the date.
You can remove dates by clicking the [x] next to the dates selected or click [x Clear all] at the bottom of the box.
What date formats are available for Proxima?
There are three options for customized date formats in Proxima:
MM-DD-YYYY
DD-MM-YYYY
YYYY-MM-DD
How do I change my preferred date format setting?
On the Prosci Portal My Resources landing page or within Proxima or Knowledge Hub, in the upper-right corner click on [My Account].
Select [Edit Profile].
Find the [Preferred Date Format] option and choose your preferred format from the drop-down list.
Click [Submit] at the bottom of the page.
You will be redirected to the My Resources landing page in the Portal. Click on the tool you would like to view [Proxima or Knowledge Hub].