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Now that you have completed the Setup phase, created your account, and established your organisation Organization within Orthogramic, you are ready to move forward with securely adding documents and defining your organisation Organization in greater detail.
This Getting Started section will guide you through the next steps, ensuring that your organisation’s Organization’s structure, documentation, and strategic alignment are effectively configured. By following these steps, you will:
Upload essential documents such as your organisation Organization structure, strategy, and policies.
Understand how Orthogramic processes your documents, extracting business architecture insights.
Define your organisation’s Organization’s top-level unit and specify coverage across business areas.
Set document goals to enhance relevance, quality, and alignment with business objectives.
As you progress, Orthogramic will help you transform your business documents into a structured, holistic view of your organisation’s Organization’s architecture, supporting better decision-making and strategic execution.
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Select Domains: Identify relevant business domains that align with the organization's strategic and operational goals.
Organization structure
The first document you are requested to upload is Add your Organization structure .
The Document Upload page in Orthogramic allows you to seamlessly add new documents to the system. Properly uploading and categorizing documents ensures they are easily accessible and relevant to your organizational needs.
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as a document, mindmap or images. If there is additional domain data, for example, Initiatives or Stakeholders, this will also be added where it can be associated with an Organization unit. It will form the initial Organization Structure in Orthogramic.
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Documents not matching organization classification
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Steps to Upload a Document
Navigate to Upload the Upload Section:
From the main dashboard, select "Document Management" and click on "Document Upload."
Select Document Type:
Choose the appropriate document type from the dropdown menu. This helps categorize the document accurately for future reference.
Upload the File:
Click the "Upload" button and select the document file from your local system. Ensure the file format is supported by Orthogramic.
Enter Document Details:
Fill in the required fields such as document title, description, author, and date of creation. These details aid in identifying and categorizing the document.
Assign Organizational Unit:
Select the relevant organizational unit that the document pertains to. This ensures the document is stored in the correct category and is accessible to the right team members.
Save and Confirm:
Review the entered details and click "Save" to upload the document. A confirmation message will indicate successful upload.
Verify Upload:
Navigate to the Document Repository to ensure the document is listed and categorized correctly.
How Uploaded Documents Are Processed
When you upload a document to Orthogramic, the system automatically parses the document to identify key elements relevant to your business architecture. This involves scanning the content for specific terms, structures, and data that align with domains such as Strategy, Capabilities, Stakeholders, and Performance.
Once this data is extracted, Orthogramic uses its advanced algorithms to organize and synthesize the information. It doesn’t just collect the data—it analyzes how different elements relate to one another to create a thorough, holistic view of your organization's architecture. This means that the system helps you see how individual pieces of information fit into the larger context of your business, enabling informed decision-making and strategic planning.
The entire process is designed to be seamless, allowing you to focus on reviewing and refining your business architecture without manual data entry or re-organization.
Top level Organization unit
Select Top level organization unit: Clarify the operational scope and boundaries of the organization.
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Confirmation
If you do not skip this step, you will be asked to confirm the Top level Organization unit change.
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Organization coverage
Select the business units if any that are not included in the Organization coverage.
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Confirmation
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.
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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
User types provide a detailed overview of the various User types within Orthogramic and their primary drivers. Understanding these User types is essential for effectively managing and aligning organizational functions with strategic objectives. Each role plays a critical role in ensuring that the organization operates efficiently and meets its goals.
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User types and tailored recommendations Orthogramic’s User types are designed to support a self-service approach, ensuring that users receive tailored chat outputs and recommendations based on their specific User type. This enables not only business architects but also general business users—such as product managers, talent acquisition staff, or operations leaders—to effectively engage with business architecture insights. Each User type is configured to provide relevant guidance, tools, and outputs suited to their role, ensuring that users can intuitively contribute to and benefit from the platform. By delivering customised recommendations and role-based insights, Orthogramic empowers users across various functions to make informed decisions and actively shape the organisation’s architecture. This self-service capability promotes collaboration, making business architecture accessible and actionable for everyone involved in achieving business goals. |
Differences between Roles and User Types
In Orthogramic, it's essential to distinguish between a user's Role and their User Type, as each serves a distinct purpose within the platform.
Role: This refers to the specific job function or position a user holds within their organisation, such as Business Architect, Chief Operating Officer (COO), or Strategic Planner. It defines the user's responsibilities and the nature of their work.
User Type: This pertains to the level of access and permissions a user has within Orthogramic. User Types determine what actions a user can perform in the system and which features they can access. Common User Types include Admin, Editor, Viewer, and Super Admin.
Understanding the distinction between Role and User Type is crucial for effective system management:
Role: Defines what a user does within their organisation.
User Type: Determines what a user can do within Orthogramic.
Key Features
User Role Definitions: Detailed descriptions of each standard user role and their main objectives.
Role-Specific Drivers: Key drivers and goals associated with each role to ensure alignment with organizational strategies.
Best Practices: Tips for effectively assigning and managing User types to optimize system interactions and achieve business objectives.
Conclusion
By clearly defining and understanding the different User types within Orthogramic, organizations can optimize their system interactions and align them with strategic objectives. This guide provides the necessary information to ensure that each role is effectively managed and their contributions are aligned with the overall goals of the organization.
For a list of User Types see: User types details
Initiatives states
Effective Initiative state management is crucial for organising and tracking documents and Business Architecture domain representations within Orthogramic. This ensures that all relevant information is systematically categorised and easily accessible, facilitating seamless program management. The system supports both automatic and manual assignments to various states, allowing for flexibility and accuracy in managing the lifecycle of documents and domain representations.
By leveraging advanced parsing algorithms, the system analyses content and metadata to automatically assign states, such as Past, Current, Proposed Future, and Approved Future. Users can also manually adjust these assignments, ensuring that each document and domain representation is correctly categorised based on their specific context and relevance. This dual approach to state management enhances the efficiency, clarity, and flexibility of program management within the Initiatives Domain.
Managing Document States within the Initiatives Domain
Overview
Each document uploaded and automatically parsed can be assigned to a specific state within a Program of the Initiatives Domain. This assignment is automatically and is manually confirmed or modified by the user. The states represent different stages in the lifecycle of a program, providing clarity on the document's relevance and context within the overall program management.
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State Options
Past: Indicates documents related to various past states of the program. These might include historical data, previous versions, or documents related to past initiatives.
Current: Represents documents relevant to the ongoing state of the program. These are active documents that are currently being used or referenced in the current phase of the program.
Proposed Future: Encompasses documents that pertain to various proposed future states of the program. These might include plans, proposals, and strategic documents outlining potential future directions.
Approved Future: Contains documents that have been approved for future implementation within a Program. These documents reflect the finalised future state of the program that has been agreed upon and sanctioned for execution.
Automatic Assignment
When a document is uploaded, Orthogramic analyses the content. Based on keywords, context, and metadata, the system automatically assign the document to the most relevant state. For instance, documents containing terms like "proposal," "plan," or "draft" might be assigned to a Proposed Future state.
Manual Assignment
Users also have the flexibility to manually assign documents to the appropriate state. This can be done through a straightforward user interface where users can select the desired state from a dropdown menu. Manual assignment is particularly useful when the automatic system's inference might need validation or correction based on your deeper understanding of the document's context.
Implementation Steps
Upload the Document: Users upload documents.
Automatic Parsing: Orthogramic automatically parses the document, extracting relevant business architecture information.
Automatic Assignment: Based on the parsed data, the system assigns the document to a state.
Manual Review and Assignment: Users can review the assignment and manually adjust if necessary.
Benefits
Efficiency: Streamlines document management by automatically categorising documents.
Clarity: Provides a clear representation of the document’s relevance within the program lifecycle.
Flexibility: Allows manual adjustments to ensure accuracy and relevance.
Managing Business Architecture domain representations within the Initiatives Domain
Overview
Each representation of a Business Architecture Domain can also be assigned to a specific state within the Initiatives Domain. Similar to document management, these assignments can be automated or manually handled by the user. This functionality helps in organising and tracking the different aspects of business architecture within the scope of a program.
State Options
Past: Business Architecture domain representations that relate to a single or various past configurations or interpretations. Select whether you want to support one or multiple Past states.
Current: Representations that are currently in use, providing a snapshot of the present state.
Proposed Future: Future state representations that are being considered or proposed. Select whether you want to support one or multiple Proposed future states.
Approved Future: Representations that have been finalised and approved for future implementation.
Automatic Assignment
The system automatically assigns Business Architecture domain representations to the appropriate state by analysing the context and metadata associated with each representation. For example, if a domain representation includes future strategic initiatives, it might be assigned to a Proposed Future state.
Manual Assignment
Users can manually assign Business Architecture domain representations to a state.
Implementation Steps
Automatic Parsing and Assignment: Orthogramic parses the data in the uploaded documents.
Define the Domain Representation: Orthogramic then automatically defines a Business Architecture domain representation for each Organisation unit based on the information parsed.
Manual Review and Assignment: You can then review the automatic assignment and manually adjust if needed.
Benefits
Streamlined Management: Automates the categorisation of Business Architecture domain representations.
Accurate Tracking: Ensures accurate tracking of the state of each domain within the program.
User Control: Provides users with the ability to manually fine-tune assignments.
By integrating these state management features, Orthogramic enhances the organisation and management of documents and Business Architecture domain representations, supporting efficient and effective program management.
Document Types
Define Document Types: Document Types categorize documents based on their nature and purpose within the organization. Deselect any document types you do not want to use.
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Document Weighting
In Orthogramic, Document Weighting is a tool used to assess the importance of a document to your organization. It is different from analyzing the quality of the document itself. The weighting process helps prioritize documents based on how vital they are to your business operations, projects, or strategic goals.
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Key Concepts:
Importance vs. Quality: Document Weighting measures the importance, whereas a separate process evaluates the quality of a document. A document with low quality may still be essential, while a high-quality document might not be critical to your organization.
Weighting Criteria: The importance of a document is based on factors such as how often it is referenced, how it supports decision-making, and its relevance to key business areas.
How to Use Document Weighting:
Identify Documents: Start by identifying the key documents in your organization. These can include strategic plans, policy documents, operational guidelines, and more.
Apply Weighting Criteria: For each document, apply predefined weighting criteria within Orthogramic, which will help you assess its importance. These criteria are customizable to reflect your organization's priorities.
View Weighting Results: After weighting, you can view the importance score assigned to each document. This helps you focus attention on the most critical documents for your business operations.
By understanding the relative importance of documents, Orthogramic helps you make informed decisions about document management, ensuring that key materials are easily accessible and appropriately prioritized for compliance, reviews, and updates.
Weighting criteria
The weighting criteria are as follows:
Alignment with Organisational Goals: Evaluate how well each document supports the core objectives of the organisation.
Impact on Decision Making: Assess the influence of each document on key business decisions.
Scope of Influence: Determine whether the document impacts the entire organisation or specific departments.
Compliance & Regulatory Requirements: Identify documents required for legal or regulatory adherence.
Stakeholder Interest: Gauge the importance of documents to key stakeholders, including investors, management, and employees.
The total of the weighting criteria must be 100% to be saved.
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File: Select your file. Ensure the file format is supported by Orthogramic. it will be uploaded automatically.
Save and Confirm: Review the entered details and click "Save" to complete the upload.
How Uploaded Documents Are Processed
When you upload a document to Orthogramic, the system automatically parses the document to identify key elements relevant to your business architecture. This involves scanning the content for specific terms, structures, and data that align with domains such as Strategy, Capabilities, Stakeholders, and Performance.
Once this data is extracted, Orthogramic uses its advanced algorithms to organize and synthesize the information. It doesn’t just collect the data—it analyzes how different elements relate to one another to create a thorough, holistic view of your organization's architecture. This means that the system helps you see how individual pieces of information fit into the larger context of your business, enabling informed decision-making and strategic planning.
The entire process is designed to be seamless, allowing you to focus on reviewing and refining your business architecture without manual data entry or re-organization.
Top level Organization unit
Select Top level organization unit: Clarify the operational scope and boundaries of the organization.
...
Confirmation
If you do not skip this step, you will be asked to confirm the Top level Organization unit change.
...
Organization coverage
Select the business units if any that are not included in the Organization coverage.
...
Confirmation
If you do not skip this step, you will be asked to confirm the Organization units you do not want covered.
...
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 Organization 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.
...
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.
...
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
User types provide a detailed overview of the various User types within Orthogramic and their primary drivers. Understanding these User types is essential for effectively managing and aligning organizational functions with strategic objectives. Each role plays a critical role in ensuring that the organization operates efficiently and meets its goals.
| Info |
|---|
User types and tailored recommendations Orthogramic’s User types are designed to support a self-service approach, ensuring that users receive tailored chat outputs and recommendations based on their specific User type. This enables not only business architects but also general business users—such as product managers, talent acquisition staff, or operations leaders—to effectively engage with business architecture insights. Each User type is configured to provide relevant guidance, tools, and outputs suited to their role, ensuring that users can intuitively contribute to and benefit from the platform. By delivering customised recommendations and role-based insights, Orthogramic empowers users across various functions to make informed decisions and actively shape the Organization’s architecture. This self-service capability promotes collaboration, making business architecture accessible and actionable for everyone involved in achieving business goals. |
Differences between Roles and User Types
In Orthogramic, it's essential to distinguish between a user's Role and their User Type, as each serves a distinct purpose within the platform.
Role: This refers to the specific job function or position a user holds within their Organization, such as Business Architect, Chief Operating Officer (COO), or Strategic Planner. It defines the user's responsibilities and the nature of their work.
User Type: This pertains to the level of access and permissions a user has within Orthogramic. User Types determine what actions a user can perform in the system and which features they can access. Common User Types include Admin, Editor, Viewer, and Super Admin.
Understanding the distinction between Role and User Type is crucial for effective system management:
Role: Defines what a user does within their Organization.
User Type: Determines what a user can do within Orthogramic.
Key Features
User Role Definitions: Detailed descriptions of each standard user role and their main objectives.
Role-Specific Drivers: Key drivers and goals associated with each role to ensure alignment with organizational strategies.
Best Practices: Tips for effectively assigning and managing User types to optimize system interactions and achieve business objectives.
Conclusion
By clearly defining and understanding the different User types within Orthogramic, organizations can optimize their system interactions and align them with strategic objectives. This guide provides the necessary information to ensure that each role is effectively managed and their contributions are aligned with the overall goals of the organization.
For a list of User Types see: User types details
Initiatives states
Effective Initiative state management is crucial for organising and tracking documents and Business Architecture domain representations within Orthogramic. This ensures that all relevant information is systematically categorised and easily accessible, facilitating seamless program management. The system supports both automatic and manual assignments to various states, allowing for flexibility and accuracy in managing the lifecycle of documents and domain representations.
By leveraging advanced parsing algorithms, the system analyses content and metadata to automatically assign states, such as Past, Current, Proposed Future, and Approved Future. Users can also manually adjust these assignments, ensuring that each document and domain representation is correctly categorised based on their specific context and relevance. This dual approach to state management enhances the efficiency, clarity, and flexibility of program management within the Initiatives Domain.
Managing Document States within the Initiatives Domain
Overview
Each document uploaded and automatically parsed can be assigned to a specific state within a Program of the Initiatives Domain. This assignment is automatically and is manually confirmed or modified by the user. The states represent different stages in the lifecycle of a program, providing clarity on the document's relevance and context within the overall program management.
...
State Options
Past: Indicates documents related to various past states of the program. These might include historical data, previous versions, or documents related to past initiatives.
Current: Represents documents relevant to the ongoing state of the program. These are active documents that are currently being used or referenced in the current phase of the program.
Proposed Future: Encompasses documents that pertain to various proposed future states of the program. These might include plans, proposals, and strategic documents outlining potential future directions.
Approved Future: Contains documents that have been approved for future implementation within a Program. These documents reflect the finalised future state of the program that has been agreed upon and sanctioned for execution.
Automatic Assignment
When a document is uploaded, Orthogramic analyses the content. Based on keywords, context, and metadata, the system automatically assign the document to the most relevant state. For instance, documents containing terms like "proposal," "plan," or "draft" might be assigned to a Proposed Future state.
Manual Assignment
Users also have the flexibility to manually assign documents to the appropriate state. This can be done through a straightforward user interface where users can select the desired state from a dropdown menu. Manual assignment is particularly useful when the automatic system's inference might need validation or correction based on your deeper understanding of the document's context.
Implementation Steps
Upload the Document: Users upload documents.
Automatic Parsing: Orthogramic automatically parses the document, extracting relevant business architecture information.
Automatic Assignment: Based on the parsed data, the system assigns the document to a state.
Manual Review and Assignment: Users can review the assignment and manually adjust if necessary.
Benefits
Efficiency: Streamlines document management by automatically categorising documents.
Clarity: Provides a clear representation of the document’s relevance within the program lifecycle.
Flexibility: Allows manual adjustments to ensure accuracy and relevance.
Managing Business Architecture domain representations within the Initiatives Domain
Overview
Each representation of a Business Architecture Domain can also be assigned to a specific state within the Initiatives Domain. Similar to document management, these assignments can be automated or manually handled by the user. This functionality helps in organising and tracking the different aspects of business architecture within the scope of a program.
State Options
Past: Business Architecture domain representations that relate to a single or various past configurations or interpretations. Select whether you want to support one or multiple Past states.
Current: Representations that are currently in use, providing a snapshot of the present state.
Proposed Future: Future state representations that are being considered or proposed. Select whether you want to support one or multiple Proposed future states.
Approved Future: Representations that have been finalised and approved for future implementation.
Automatic Assignment
The system automatically assigns Business Architecture domain representations to the appropriate state by analysing the context and metadata associated with each representation. For example, if a domain representation includes future strategic initiatives, it might be assigned to a Proposed Future state.
Manual Assignment
Users can manually assign Business Architecture domain representations to a state.
Implementation Steps
Automatic Parsing and Assignment: Orthogramic parses the data in the uploaded documents.
Define the Domain Representation: Orthogramic then automatically defines a Business Architecture domain representation for each Organization unit based on the information parsed.
Manual Review and Assignment: You can then review the automatic assignment and manually adjust if needed.
Benefits
Streamlined Management: Automates the categorisation of Business Architecture domain representations.
Accurate Tracking: Ensures accurate tracking of the state of each domain within the program.
User Control: Provides users with the ability to manually fine-tune assignments.
By integrating these state management features, Orthogramic enhances the Organization and management of documents and Business Architecture domain representations, supporting efficient and effective program management.
Document Types
Define Document Types: Document Types categorize documents based on their nature and purpose within the organization. Deselect any document types you do not want to use.
...
Document Weighting
In Orthogramic, Document Weighting is a tool used to assess the importance of a document to your organization. It is different from analyzing the quality of the document itself. The weighting process helps prioritize documents based on how vital they are to your business operations, projects, or strategic goals.
...
Key Concepts:
Importance vs. Quality: Document Weighting measures the importance, whereas a separate process evaluates the quality of a document. A document with low quality may still be essential, while a high-quality document might not be critical to your organization.
Weighting Criteria: The importance of a document is based on factors such as how often it is referenced, how it supports decision-making, and its relevance to key business areas.
How to Use Document Weighting:
Identify Documents: Start by identifying the key documents in your organization. These can include strategic plans, policy documents, operational guidelines, and more.
Apply Weighting Criteria: For each document, apply predefined weighting criteria within Orthogramic, which will help you assess its importance. These criteria are customizable to reflect your organization's priorities.
View Weighting Results: After weighting, you can view the importance score assigned to each document. This helps you focus attention on the most critical documents for your business operations.
By understanding the relative importance of documents, Orthogramic helps you make informed decisions about document management, ensuring that key materials are easily accessible and appropriately prioritized for compliance, reviews, and updates.
Weighting criteria
The weighting criteria are as follows:
Alignment with Organizational Goals: Evaluate how well each document supports the core objectives of the Organization.
Impact on Decision Making: Assess the influence of each document on key business decisions.
Scope of Influence: Determine whether the document impacts the entire Organization or specific departments.
Compliance & Regulatory Requirements: Identify documents required for legal or regulatory adherence.
Stakeholder Interest: Gauge the importance of documents to key stakeholders, including investors, management, and employees.
The total of the weighting criteria must be 100% to be saved.
Learn about the details of the Document Weighting methods in: Document weighting and criteria analysis
Profile
Profile Settings within Orthogramic, enabling users to update their personal information, customize notification preferences, and manage organizational settings. Accurate and personalized profile settings ensure efficient and tailored use of the system.
Profile Settings
The Profile Settings section allows users to update their personal information, contact details, and preferences. These settings help ensure accurate and customized user information within the system.
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Fields:
Profile Picture:
Upload: Click the Upload button to upload a profile picture.
Remove: Click the Remove button to remove the current profile picture.
First Name: Enter your first name in the text field. This is visible to your Organization.
Last Name: Enter your last name in the text field. This is visible to your Organization.
Your Email: Enter your email address in the text field. This email is used for notifications and login purposes.
Mobile Number: Enter your mobile number in the text field. This is used for two-factor authentication (2FA) and notifications.
Timezone: Select your timezone from the dropdown menu. The selected timezone is displayed as AEST GMT +10 in the image.
Office Number: Enter your office number in the text field. This is used for Organizational contact purposes.
Language: Select your preferred language from the dropdown menu. The selected language is English in the image.
Theme: Select your preferred theme from the dropdown menu. The available options are Light and Dark themes.
List items per page: Option to select the number of items displayed per page, with a dropdown for selection.
Role: Displays the user's role within the Organization, set to 'Chief Operating Officer,' managed by the admin.
Action:
Click the Save changes button to apply the updates to your profile settings.
Notifications Settings
Overview: The Notifications Settings allow users to customize their email notifications for various activities related to documents and product updates.
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Options:
Document comments: Enable or disable email notifications when comments are made on documents.
New Document added: Enable or disable email notifications when a new document is added.
Review complete on my Document: Enable or disable email notifications when a review is completed on your document.
Request for approval of Document: Enable or disable email notifications when there is a request for approval of a document.
Approval of Document I reviewed: Enable or disable email notifications when a document you reviewed is approved.
Weekly team comments digest: Enable or disable email notifications for a weekly digest of team comments.
Send me occasional emails with updates and promotions from Orthogramic: Enable or disable receiving occasional emails with updates and promotions from Orthogramic.
Action:
Click Save changes to apply the selected notification preferences.
Organization Settings
Overview: The Organization Settings section displays the current configuration of the Organization unit and related settings.
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Fields:
These settings are only available for editing by Admin Team users.
User type: Indicates the user type
Admin Team Member: The type of Admin team member if any.
Organization unit: Displays the selected Organizational unit the user belongs to.
Editor: The user can edit documents in their Organization unit.
Public Editor: The user can make enduring edits to the public documents of the Organization.
Reviewer: Checkbox to review changes by other users, applicable to the Organization unit and below.
Approver: Checkbox to approve changes by other users, applicable to the Organization unit and below.
Action:
Since the settings are managed by the admin, no changes can be made directly by the user.