Scientrix
USING SCIENTRIX
SCIENTRIX SYSTEM ADMINISTRATION
Categories
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0. Scientrix Platform Overview
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1. General Remarks
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2. Working with Grids
- How to create, edit and delete a Grid
- How to Manage the different Views in a Grid
- How to adjust the Horizontal Navigation Menu Tabs for a Grid
- How to use Patterns & Filters in the Grid View
- How to use Portfolio Graphics
- How to use the Dashboard View for Grids
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3. Working with Elements
- How to Create and Link an Element to a Grid
- How to Manage Element Content Boxes
- How to add, edit remove Team members to an Element
- How to add element content (metrics, graphics, timeline, Initiatives, Key Results, Risks, Documents)
- How to set the Automatic (RAG) status for Elements
- How to Manage Element Dependencies
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4. Working with Initiatives
- How to Create and Link Initiatives to Elements
- How to Manage Initiative Content Boxes
- How to add, edit and delete Initiative Tasks and Sub-Tasks
- How to manage Initiative Lists in a Grid
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5. Working with Metrics
- How to create, duplicate link and unlink Metrics to Elements or Initiatives
- How to add data to Metrics (manual and CSV export and import)
- How to create calculated Metrics
- How to set Automatic (RAG) status thresholds for a Metric
- How to manage the Metric List for a Grid
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6. Working With Graphics or Analytics
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7. Working with Key Results
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8. Working with Risks
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9. Printing Reports in Scientrix
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1. User Administration
- How to create a New User in Scientrix
- How to manage the User List or Library in Scientrix
- How to Manage the Employee List or Employee Library
- How to View and Export User Activity in Scientrix
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2. Grid Administration
- How to create a new Grid in Scientrix
- How to Link and Unlink existing Grids (Grid-in-a-Grid)
- How to Delete a Grid from Scientrix and Remove a Grid from a Grid Group only
- How to edit Grid structure (rows & columns) and Grid labels
- How to set and edit the horizontal Navigation menu for a specific Grid
- How to create and manage Grid Groups
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3. Element Administration
- How to manage Element Types
- How to manage the Element Library in Scientrix
- How to manage the Key-Result Library
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4. Metrics Administration
- How to add / edit / delete Metric Type (Measurement Units)
- How to create, edit and delete a Metric or numerical KPI in Scientrix
- How to manage the Metric (KPI) Library
- How to export and import Metric (KPI) data from the Metric library
- How to Import Metrics definitions from CSV to the Metrics Library
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5. Initiative Administration
- How to Manage the Initiative Library
- How to Manage Initiative Kanban Stages
- How to Manage Initiative List Default Columns
- How to Manage the Initiative Task Library
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6. Risk Administration
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7. Chart Administration
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8. Custom Field Administration
- Understand the different types of Custom Fields or Custom Properties available in Scientrix
- How to Manage the Custom Field Library
- How to create, edit and delete a Custom Field or Custom Property
- How to Add, Edit and Delete Assessment Criteria to Elements and Initiatives
- How to create, edit and delete Portfolio Graphics
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9. General Settings & Parameters Administration
- How to Manage the Document Library
- How to change the company logo in Scientrix
- How to add colors to the Color Palette in Scientrix
- How to set the Financial Year start for Metrics
- Manage Org Units