Support Documentation Wiki

The Story
Support documentation for Active Agenda is hosted on this website. Our documentation is divided into two sections. We have technical documentation for technologists and module documentation for end users. Each module of Active Agenda has a corresponding written Partnership. We also have a fully operational demo(external link).

We are constantly adding and refining our documentation. Please contact us if you would like us to add or improve documentation that is underdeveloped and important to you.

Services Available

Our founders invented Active Agenda and have been enhancing it for many years. Nobody in the world knows the application as well as we do. If you want to understand, modify, or leverage Active Agenda, we can help! Our services are of the highest quality, fastest speed, and lowest cost. If you are looking for a service value as compelling as the hosted application, look to the people that invented it

By Email

If you need support and your need is not urgent, please feel free to send us an email. We respond to every email and will get back to you as quickly as we can. You can also use our online form(external link) to contact us.

By Telephone

Telephone support is provided to subscribers of the hosted service. To receive telephone support, you must first submit a Support Ticket. We monitor these tickets and triage the list before we contact you. Please do not forget to include your phone number in your Support Ticket.

If your need is urgent, please contact us at (559) 943-RISK (7475)

By Web Meeting

If you would like to request a Web meeting, please contact us(external link) and we will respond to you directly. The more information you can provide about your support need, the easier it will be for us to prepare for the call.

Collaborative Support

Support Documentation

Support documentation is always available by simply clicking on the "Documentation" icon of each module. This opens a new window containing guidance about how to implement Active Agenda from a domain perspective. Support documentation is maintained on the Active Agenda website. You can always substitute unique URL's to your own support documentation rather than using the default support pages provided and maintained by us. While users cannot directly modify or add new support documents, we encourage them to submit content to be evaluated for possible inclusion in the Support Documentation, or to contact us to let us know of errors or inconsistencies in the existing documents.

Quick Guide

The Quick Guide is designed to provide enough help to get users started with site navigation. This guide is accessed through the "Quick Guide" icon on the top frame of the application. Each Quick Guide section is associated with a particular screen, so the guide will open to the most pertinent level of help available. If you think we should include additional information in the guide, please let us know by sending us an email using the "Email Us" icon on the top frame of the application.


Active Agenda uses discussion forums to bring subscribers together. The forums can be a great source of help. To access the forums, you simply need to click on the "Forums" icon on the top frame of the application. Module-specific forums can be accessed by clicking on the "Forums" icon located on top of the screen tabs in every module.

Email Us

Getting frustrated and want to send us an email? Just click on the "Email Us" icon on the top frame of the application. We promise to reply quickly. Don't forget to let us know whether you would prefer to be contacted by email or with a phone call.

Bug Reporting and Feature Requests

Subscribers can submit a bug report or feature request(external link) directly to the project tracking system. Submit your bug reports and feature requests by clicking on the Support icon located on the application header. If you're not sure whether to report the bug or request because you're not comfortable with the tracking system, just send us an email using the "Email Us" icon on the top frame of the application.

Localized Support


Active Agenda's online forum paths can be changed to URLs you specify on a module-by-module basis. You can achieve this yourself from the user interface in the Modules module, but we can speed up the process. If you provide us with a list of forum URL's, and corresponding module names, we can map them for you almost instantly. This feature is helpful if you would rather limit discussions to a private network of participants. Module-specific forums can be accessed by clicking on the "Forums" icon located on top of the screen tabs in every module.


Use the Glossary module to look up words that you may not be familiar with. You can modify the glossary of your Active Agenda installation to share organization, and/or industry-specific vernacular. The Glossary can be accessed by clicking on the "Glossary" icon located on the top frame of the application. Please feel free to suggest new terms you would like us to add to the Glossary.


Every field of Active Agenda has a phrase associated with it. When you want to know what a field is for, just "mouse-over" the field to receive help in the form of a bubble-phrase. Bubble phrases are used to explain the purpose of fields and icons throughout Active Agenda. If you don't know what it is - mouse over it and wait for the bubble.


Active Agenda allows organizations to associate very specific directions with every module. If direction has been provided, a "Direction" icon that looks like a scroll will be displayed on the Module Tab at the top of the module screen. Direction is provided from the Modules Module, where administrators can assign location-specific guidance to Active Agenda users on a location-by-location basis.


In Active Agenda, organizations can enter and track human resources and associate those resources with modules and organizations. If a human resource has been associated with a module and the organization "owning" the record, a "Resources" icon will appear on the Module Tab at the top of the module screen. The Resources icon looks like little humans. Resources can be assigned from within the Resources module.

Support (custom)

Active Agenda allows you to customize the support documentation displayed to your users. The application links directly to our online support documentation, but it allows you to define, author, and present your own unique support on a module-by-module basis. You can customize the documentation links so they connect to the URLs you specify rather than our online material.

Staying Current

Mailing Lists

Active Agenda uses newsletters to communicate with subscribers. The mailing lists are available to all registered users of the Active Agenda hosted service and are a great way to stay current with the latest news. Participation in mailing lists requires registration.

The content on this page is licensed under the terms of the Copyright.