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If you do not skip this step, you will be asked to confirm the Organization units you do not want covered.

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Document goals

Document Goals help you set, manage, and monitor the goals for each organizational unit concerning the relevance, quality, and quantity of business architecture domain data held in the unit's documents. By clearly defining these goals, you can ensure that each unit aligns with the overall strategic objectives and maintains the highest standards of document management.

Purpose

This facilitates the structured setting of document goals across various organizational units. This includes defining specific criteria for document relevance, quality, and quantity, ensuring that all units adhere to the required standards and contribute effectively to the organization's mission.

Learn in detail about document https://orthogramic.atlassian.net/wiki/x/MYLgAg.

How to set Organization goals

Step 1: Select Organisation Units

  • Use the provided hierarchical list to select the organizational units for which you want to set document goals. You can toggle the "Cascade Goals" option to automatically apply the goals to lower-level units.

Step 2: Select Criteria

  • Adjust the sliders for relevance, quality, and quantity to reflect the desired goals for each unit.

  • Toggle the "Advanced Criteria Selection" to define more granular criteria for each business architecture domain.

Criteria Sliders:

  • Relevance: Rate the relevance of the document data on a scale from 1 to 5, or mark it as N/A if not applicable.

  • Quality: Rate the quality of the document data on a scale from 1 to 5, or mark it as N/A if not applicable.

  • Quantity: Rate the quantity of the document data on a scale from 1 to 5, or mark it as N/A if not applicable.

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Advanced Criteria: When the advanced toggle is enabled, users can rate each business architecture domain (such as Strategy, Policy, Capability, etc.) separately for Relevance, Quality, and Quantity.

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Step 3: Save Goals

  • Use the map view to visualize the organizational structure and ensure the correct units are selected. Once you have set the goals, click the "Save" button to store the organization unit goals.

Benefits

Setting clear document goals ensures consistency and quality across all organizational units, supporting better decision-making, compliance, and strategic alignment. This structured approach to goal setting helps in maintaining high standards and achieving organizational objectives efficiently.

User types

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This is the process of defining user types within the organization. It involves classifying different types of users who interact with the organization's systems or processes, ensuring that each user type is appropriately defined for optimal system interaction.

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