User Guidance

How to use the tool

This section covers the use of the tool from the perspective of various users.

• Admin
  • The role of an admin
  • Getting setup
    • Business units
    • Create business unit
    • Edit a business unit name
  • Projects
    • Create project
    • Edit project settings
      • Name
      • Reporting Start Date
      • Reporting End Date
      • Reporting Frequency
    • Delete a project
  • Users
    • Add authority groups
    • Add project suppliers
    • Add a user
    • Delete a user
  • Reporting Packages
    • Create reporting packages
    • Edit a reporting package
      • Modify reporting package dates
      • Modify reporting package due dates
    • End a reporting package
    • Set reporting package metrics
  • Metrics
    • Create Metrics
    • Create sub-metrics
    • Editing Metrics
      • Required metrics
        • Set/edit frequency
    • Delete Metrics
      • Option 1
      • Option 2
    • Add back a metric if accidentally deleted
    • Enable document upload
    • Adding document upload functionality to a metric
  • Indicators
    • Create Indicators
    • Editing Indicators
    • Setting Targets
  • Conversion Factors
    • Adding conversion factors
    • Editing Conversion factors
  • Targets and Thresholds
    • Setting Targets and Thresholds
    • Editing Targets and Thresholds
  • Templates
• Reporter
  • The role of a reporter
  • Getting setup
    • Tool Registration and log in
    • Project Registration
    • Navigation
  • Inputting your performance data
    • Adding documents
• Approver
  • The role of an approver
  • Getting setup
  • Viewing submitted data
  • Approving/Rejecting submitted data
• Viewer
  • The role of a data viewer
  • Getting setup
  • Viewing project members
    • Add reporter
  • Viewing performance
    • Dashboards
    • Data