Rivet Frequently Asked Questions

Your password reset email may be stuck in a spam blocker or email inbox junk folder. Ensure that Your password reset email may be stuck in a spam blocker or email inbox junk folder. Ensure that the traversesytems.com domain is whitelisted in your spamblocker.

First, verify that you are logging in with the correct username. The username can be regular text or an email address. If the username is correct, perform a password reset using the Forgot Password? button below the login fields.

Passwords must meet all of the following criteria: 

• Contains at least 9 characters

• Contains at least three of the following four character groups:

1. English uppercase characters (A through Z)

2. English lowercase characters(a through z)

3. Numerals(0 through 9)

4. Non - alphabetic characters(such as !, $, #, %)

Two-factor authentication provides an extra layer of protection to ensure the security of Rivet accounts beyond just a username and password. Two-factor authentication is enabled via a user's Profile page. When two-factor authentication is enabled for a Rivet account the user will sign in with a username and password. A random Verification Code is emailed to the user. Rivet will then display a Two-Factor Auth Validation page where the user enters the verification code. Rivet then logs the user in.

The following browsers are compatible and free:

• Microsoft Edge current version

• Mozilla Firefox current version.

• Google Chrome current version.

• Opera current version.

Rivet accepts the following media file formats:

• Documents and other media (non-video): .pdf, .doc, .docx, .xls, .xlsx, .pps, .ppt, .pptx, .odt, .ods, .odp, .txt, .7z, .rar, .zip, .gif, .jpeg, .jpg, .png, .svg, .tif, .tiff

• Video: .mp4, .mov, .wmv, .mpeg4

Maximum file size is 250mb per file.

A campaign is a group of modules and their associated tasks, or stand-alone tasks, intended to achieve a particular objective.

Campaigns contains modules and tasks.

Campaign examples:

1. Vendor on-boarding

2. New employee on-boarding

Tasks and modules are the building blocks of campaigns

A module is a logical group of tasks required to meet a specific objective or objectives.

Modules contain tasks.

• There are two types of modules:

1. Unordered module: Tasks may be accomplished in any order

2. Ordered module: Tasks must be accomplished in a specific order

• Ordered module example:

Validate that you understand how to complete tasks in Rivet:

a. Login to Rivet

b. Watch a video about how to use Rivet

c. Successfully complete a quiz about how to use Rivet

A task is a piece of work to complete

Task examples

• Complete a form

• Watch a video

• Download a file

• Upload a file

• Take a test

Individual: best suited for reporting and managing activities of individual users.

Enterprise: best suited for reporting and managing groups of users.

Entity: best suited for enabling a single user to initiate multiple iterations of the same campaign.

User groups are logical grouping of users based on user attributes.

• Users may be assigned manually to groups or maybe grouped logically via tags.

• Users groups may be assigned to tasks, as opposed to individual users.

• When a user group is assigned to a campaign, workflow, or task, only one member of the group is required and allowed to complete the assigned tasks.

Tag functionality is available for Enterprise campaigns.

Tags are used to associate users to user groups based on common attributes.

During the creation of an Enterprise campaign tags are added to the campaign.

Users are assigned to a logical group by applying the tag(s) to one or more users.

Examples of user groups

• Vendors by department

• New hires by facility

A blueprint is a pre-configured campaign, task, or module that a user can open, edit, configure, assign to users, and publish to save the time required to develop and publish a new campaign.

Task approval enables the assignment of users to task approval tiers whereby task answers or uploads may be approved or rejected (for correction).

The task Approval box is below the task Configure box.

Select Add Tier to add an approval tier. You may add additional approval tiers.

After adding a tier, click on the 3 vertical dots to the right of the tier. You may assign approval users or you may delete the approval tier.

Module approval is similar to task approval. Module approvals are not enabled until the tasks within a module are completed to include task approvals.

After completing the configuration of the campaign, click the Publish Campaign button on the top right of the Campaign Builder.

Click the Validation tab and check the Required ? box.

This requires the field to be answered.

The Single - line Input field enables the user to select from an additional list of validations such as email address, currency, phone number, and more.

After completing entry into all required tasks, click the complete button. The task will move from your Inbox Active category to the Inbox Complete category.

From the Rivet Board tab click the View Report icon to the right of the campaign whose data or files you wish to download.

To filter by assignments, modules, or tasks, click 'Add an assignment', 'Add a module', or Add a task'.

Click the Download button and select PDF, HTML, Downloaded Files or Excel to download answers.

In the Task Quick View grid select View Quick Info to download files that were uploaded for a specific task assignment.

1. Go to Safari Preferences

2. Select Websites

3. Select Pop-up Windows

4. Set https://myrivet.traversesystems.com/ to Allow

You may view, save, and print the PDFs with any PDF viewer. You need a current version of the free Adobe Acrobat Reader to view documents via the embedded links in the PDFs.