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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 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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Documents not matching organization classification
If the uploaded document does not match the organization's classification you will be requested to verify and re-upload the correct document. The error will be displayed below.
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Adding documents that do not align with the organization classification risks reducing the clarity of your business strategies and operations. If needed, update your Organization Classification in Settings > Business Architecture > Organization Classification. |
Steps to Upload a Document
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Navigate to the Upload Section:
From the main dashboard, select "Document Management" and click on "Document Upload."
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Select Document Type:
Choose the appropriate document type from the dropdown menu. This helps categorize the document accurately for future reference.
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Upload the File:
Click the "Upload" button and select the document file from your local system. Ensure the file format is supported by Orthogramic.
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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.
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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:
Add your Organization structure 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
If the uploaded document does not match the organization's classification you will be requested to verify and re-upload the correct document. The error will be displayed below.
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| Info |
|---|
Adding documents that do not align with the organization classification risks reducing the clarity of your business strategies and operations. If needed, update your Organization Classification in Settings > Business Architecture > Organization Classification. |
Steps to Upload a Document
Upload the 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
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 correctlycomplete the upload.
How Uploaded Documents Are Processed
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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.
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