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Getting Started
Introduction
Software Requirements and Browser Compatibility
The User Interface
Security
Regions
Creating a Trial Tenant
Sign up Process
Roles & Permissions
Permissions Description and Matrix
Roles Matrix
Understanding the Roles and Permissions
Starting as
Starting as the first tenant’s user (System Admin)
Predefined Content from the Tenant
Starting as a Program Manager
Starting as a Standard User
Starting as an Authorized User
Starting as a Direct Manager
Starting as a Curator
Starting as an Automation Profile Collaborator
Learn More With Courses from Academy
Admin Console
Admin Console Overview
Account
Customizing Your Tenant
Changing the Plan Option
Updating the Settings
Manage Users
Adding New User Accounts
Managing User Accounts
Exporting and Uploading a CSV
Creating a New User Role
Platform Setup
Setting up and Managing the Automation Hierarchy
Setting up and Managing the App Inventory
Setting up and Managing the Documentation
Customizing the Idea Assessment
Setting up and Managing the Cost
Manage Components
Curating a Component
Component Statuses
Workspace
Workspace Overview
Automation Pipeline
Managing the Automations from Assessment Pipeline
Managing the Automations from Decision Pipeline
Automation Pipeline Column Information
My Ideas
My Collaborations
My Team
Reviewing Ideas in Idea Phase, Awaiting Review Status
My Components
Uploading a Component
Creating a New Version for a Component
Following
Explore
Explore Overview
Automations
Exploring an Automation Profile Page
Completing the Detailed Assessment
Information About the Detailed Assessment Algorithm
Performing the Automation's Cost Benefit Analysis
Adding Documentation to the Automation Profile
Adding Components to the Automation Profile
Adding and Managing the Automation Collaborators
Automation Phase and Status
People
Exploring a User Profile
Exploring the Accomplishments
Components
Exploring a Component Profile Page
Leaderboard
Leveling Up
Dashboards
Dashboards Overview
Automations Program Performance
Average Automation Cost
Planning Report
Cost Report
Downloading Information from Dashboards
Submit Idea
Submit an Automation Idea
Submitting an Employee-driven Idea
Submitting a CoE-driven Idea
Information About the Idea Score
Automation Idea Review Phases
My Tasks
My Tasks Overview
Incomplete Tasks
Reviewing My Assigned Tasks
Complete Tasks
Notifications
Notifications Types
Reviewing My Notifications
My Profile
My Profile Overview
Updating My Profile
Customize your Email Settings
Additional Resources
Accessing the Additional Resources from the Platform
Glossary
Academy Courses
Integration with Task Capture
Documenting your Ideas Using Task Capture
Downloading Task Capture
Editing a Document Using Task Capture
Task Capture Usage Specifications
Pricing Plans
Pricing Plans Details
Trial Plan
Standard Plan
Email Notifications
Email Types
Email Content
Video Tutorials
Getting Started
Admin Console
Manage Users
Platform Setup
Manage Components
Workspace
Manage the Pipeline as a Program Manager
Upload Components and Update their Version
Explore
Automations
Components
People
Leaderboard
Dashboards
Submit an Idea
My Tasks and Notifications
Integration with Task Capture
Pricing Plan
Getting Started
Introduction
Software Requirements and Browser Compatibility
The User Interface
Security
Regions
Creating a Trial Tenant
Sign up Process
Roles & Permissions
Permissions Description and Matrix
Roles Matrix
Understanding the Roles and Permissions
Starting as
Starting as the first tenant’s user (System Admin)
Predefined Content from the Tenant
Starting as a Program Manager
Starting as a Standard User
Starting as an Authorized User
Starting as a Direct Manager
Starting as a Curator
Starting as an Automation Profile Collaborator
Learn More With Courses from Academy
Admin Console
Admin Console Overview
Account
Customizing Your Tenant
Changing the Plan Option
Updating the Settings
Manage Users
Adding New User Accounts
Managing User Accounts
Exporting and Uploading a CSV
Creating a New User Role
Platform Setup
Setting up and Managing the Automation Hierarchy
Setting up and Managing the App Inventory
Setting up and Managing the Documentation
Customizing the Idea Assessment
Setting up and Managing the Cost
Manage Components
Curating a Component
Component Statuses
Workspace
Workspace Overview
Automation Pipeline
Managing the Automations from Assessment Pipeline
Managing the Automations from Decision Pipeline
Automation Pipeline Column Information
My Ideas
My Collaborations
My Team
Reviewing Ideas in Idea Phase, Awaiting Review Status
My Components
Uploading a Component
Creating a New Version for a Component
Following
Explore
Explore Overview
Automations
Exploring an Automation Profile Page
Completing the Detailed Assessment
Information About the Detailed Assessment Algorithm
Performing the Automation's Cost Benefit Analysis
Adding Documentation to the Automation Profile
Adding Components to the Automation Profile
Adding and Managing the Automation Collaborators
Automation Phase and Status
People
Exploring a User Profile
Exploring the Accomplishments
Components
Exploring a Component Profile Page
Leaderboard
Leveling Up
Dashboards
Dashboards Overview
Automations Program Performance
Average Automation Cost
Planning Report
Cost Report
Downloading Information from Dashboards
Submit Idea
Submit an Automation Idea
Submitting an Employee-driven Idea
Submitting a CoE-driven Idea
Information About the Idea Score
Automation Idea Review Phases
My Tasks
My Tasks Overview
Incomplete Tasks
Reviewing My Assigned Tasks
Complete Tasks
Notifications
Notifications Types
Reviewing My Notifications
My Profile
My Profile Overview
Updating My Profile
Customize your Email Settings
Additional Resources
Accessing the Additional Resources from the Platform
Glossary
Academy Courses
Integration with Task Capture
Documenting your Ideas Using Task Capture
Downloading Task Capture
Editing a Document Using Task Capture
Task Capture Usage Specifications
Pricing Plans
Pricing Plans Details
Trial Plan
Standard Plan
Email Notifications
Email Types
Email Content
Video Tutorials
Getting Started
Admin Console
Manage Users
Platform Setup
Manage Components
Workspace
Manage the Pipeline as a Program Manager
Upload Components and Update their Version
Explore
Automations
Components
People
Leaderboard
Dashboards
Submit an Idea
My Tasks and Notifications
Integration with Task Capture
Pricing Plan
Getting Started
Introduction
Software Requirements and Browser Compatibility
The User Interface
View All 7
Roles & Permissions
Permissions Description and Matrix
Roles Matrix
Understanding the Roles and Permissions
Starting as
Starting as the first tenant’s user (System Admin)
Starting as a Program Manager
Starting as a Standard User
View All 8
Admin Console
Admin Console Overview
Account
Manage Users
View All 5
Workspace
Workspace Overview
Automation Pipeline
My Ideas
View All 7
Explore
Explore Overview
Automations
People
View All 5
Dashboards
Dashboards Overview
Submit Idea
Submit an Automation Idea
Information About the Idea Score
Automation Idea Review Phases
My Tasks
My Tasks Overview
Incomplete Tasks
Complete Tasks
Notifications
Notifications Types
My Profile
My Profile Overview
Additional Resources
Accessing the Additional Resources from the Platform
Glossary
Academy Courses
Integration with Task Capture
Documenting your Ideas Using Task Capture
Editing a Document Using Task Capture
Task Capture Usage Specifications
Pricing Plans
Pricing Plans Details
Email Notifications
Email Types
Email Content
Video Tutorials
Getting Started
Admin Console
Workspace
View All 9