Getting Started
Welcome to the online Help System for TME ClearView.
This topic includes the following:
Accessing
and Navigating Online Help
If you are viewing a report or feature and want more information, do
the following:
- Click the Help icon
in
the toolbar at the top of the web page.
A Help topic opens providing information about the report or feature
you are viewing. For example, the Main Dashboard. The graphic below
is partial.

- To access additional information, click one of the blue hyperlinks
in the topic. For example, click Dashboard
Widgets shown at #1 in the above graphic.
The Dashboard Widgets topic opens.

- To return to the previous topic, do either of the following:
- Click the Dashboards
link at the topic of the Dashboard Widgets topic.
- Right-click inside the topic, then click Back.
- To explore the entire online Help system, click the Show
link as shown in #3 in the graphic shown in Step 1.
The WebHelp window opens.

- Do any of the following:
- To see more Help topics, under
, click the
folder your want to explore, then click a topic.
The topic you clicked is displayed on the right.
- To search the index, click the
button,
and then type a keyword or phrase in the box. A list of topics
matching your keyword is shown. Click the topic you want to view.
- To do a full-text search, click the
button,
type a word or phrase in the search box, and then press the Enter key.
A list of topics matching your word or phrase is shown.
- To close the WebHelp window, click the
in the
upper right corner.
Color Codes
Throughout TME ClearView, the following color scheme used to indicate
trends in scores:
- A red font or a red down arrow
indicates a score is lower than that of the previous time period.
- A green font or a green up
arrow
indicates a score is higher than that of the previous time period.
- An amber font or an amber
bar
indicates the score did not
change from the previous time period.
In the online Help, the term "color-coded"
refers to the red, green, and amber colors scheme described above.
The same color scheme is used to indicate Customer Recommendation Scores
(CRS) and comments:
- Red indicates Detractors
and negative comments
- Green indicates Recommenders
and
positive comments
- Amber indicates Passives
and neutral comments
Setting
Hierarchy and Date Ranges
To filter report results, set hierarchy and a date range. See the following
online Help topics:
Setting Hierarchy Control
Setting a Standard Date
Range
Setting a Custom Date Range
Report Navigation
Use the following navigation tip for viewing reports.
- If you view a report and want to see more detail, click blue text
or blue numbers.

A different report opens displaying additional information about the
text or number you clicked.
For example, if you are viewing the Closed Loop List, click a customer's
name in a blue font, and the Customer History page opens for the customer
you selected.
- To return to the original report, for example, to return to the
Closed Loop List, click the
button on the toolbar
or use the menu.
See also:
Setting a Date Range
Setting Hierarchy Control