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Task
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User
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1
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Install Focal Point.
(Task for: IT Administrators)
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2
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Add users.
(Task for: Global administrators, or any user with permission to administer workspace and access to add views on the users module)
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3
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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)
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4
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Add data to the workspace:
(Task for: Global administrators, regular users, or team users who have “Workspace administrator” member access)
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▪ 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
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5
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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”)
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▪ Prioritize elements based on criteria: Prioritizing elements and criteria
▪ Visualize the results: Charts and display preferences
▪ Generate reports: Setting up and generating reports workflow
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