Upon signing in you will land on your workspace. The vertical menu bar provides a quick navigation to your:
- Matrixgrids
- Elements
- Initiatives
- Tasks
- Issues
- Metrics
- Analytics
- Risks.
These will automatically appear in your workspace when you are made responsible or added as a team member.
Let's have a look at the top navigation bar. The filter icon allows you to change the preferred assessment view for a MatrixGrid. You can choose between performance, risk, competencies or resources.
The date on top is by default always set to the current month minus one. In other words, if we are in April the date will be set to March, as during April we will only have full data for the previous month available. If you want to see metric data for the prior months you can change the date here.
The ‘favorites’ icon allows you to add the current view to your favorites. All of the pages that have been selected as your favorites are listed in the favorites dropdown list. By selecting ‘View All & Manage’ you are able to organise, edit, or remove your favorites.
The ‘notifications’ icon provides a list of all your most recent notifications. These include whether you have been added or removed as a team member or when you have been assigned as responsible.
In order to update your profile, click on your profile picture. A drop-down menu will appear where you can click on ‘My Profile’. Here you can update your personal information. Navigate the tabs on the top to change your password and to change your email address.
Selecting ‘Help Centre’ will open the support portal where you can find all the tutorials and information to guide you through each of the Scientrix functionalities.