|
Task
|
User
|
|
|---|---|---|
|
1
|
Install Focal Point®.
(Task for: IT Administrators)
|
|
|
2
|
Add users.
(Task for: Global administrators, or any user with permission to administer workspace and access to add views on the users module)
|
|
|
3
|
Create a workspace using a pre‑configured workspace template or a default template.
(Task for: Global administrators, or any user with permission to administer workspace and access to add views on the users module)
|
|
|
4
|
Add data to the workspace:
(Task for: Global administrators, regular users, or team users who have “Workspace administrator” member access)
|
▪ Add members: Adding members
▪ Set up modules: Setting up modules
▪ Configure attributes: Configuring attributes
▪ Add elements: Adding elements
▪ Define views: Adding a view
▪ Add criteria: Criteria
▪ Associate criteria with the Prioritize and Visualize view: Creating a criteria view
|
|
5
|
Determine business priorities:
(Task for: Global administrators, regular users, or stakeholder users, who have member access of “workspace administrator”, “regular member”, or “read‑only member”)
|
▪ Prioritize elements based on criteria: Prioritizing elements and criteria
▪ Visualize the results: Charts and display preferences
▪ Generate reports: Setting up and generating reports workflow
|