This feature is only available to Admins, Data Admins and Compliance admins
Tasks & recommendation admin examples
Here are various task types that could be displayed on the dashboard of the Orthogramic app for admins to help users manage their responsibilities effectively:
Tasks
Review and Approve Documents Uploaded by Other Users
Catalyst: New documents are uploaded.
Description: Review documents that have been uploaded by other users to ensure they meet the required standards before they are integrated into the system.
Example: Approve or request modifications for the new HR policy document uploaded by the compliance team.
Assess Content Coverage of Newly Uploaded Documents
Catalyst: A document uploaded cannot be categorised to any document type.
Description: Evaluate the content coverage of new documents to ensure they meet organisational standards and can be properly categorised.
Example: Assess the new training manual to determine if it fits under the existing document types.
Assess Content Coverage of Newly Uploaded Documents
Catalyst: A document uploaded does not hold information about the organisation.
Description: Evaluate the content of new documents to ensure they include necessary information about the organisation and its operations.
Example: Review a newly uploaded project proposal to check for the inclusion of the organisation's strategic objectives.
Merge New Data with Existing Business Architecture Information
Catalyst: New documents are uploaded and include additional business architecture domain data for an organisational unit.
Description: Integrate new data with existing business architecture information to keep it up-to-date.
Example: Merge recent market analysis data with the strategic planning documents.
Map Data Coverage Across Organisational Layers
Catalyst: No organisation alignment coverage has been reviewed and approved.
Description: Visualise and map the coverage of data across different organisational layers to identify gaps.
Example: Create a data coverage map for the marketing and sales departments.
Assign Document Priorities
Catalyst: New documents uploaded.
Description: Determine and assign priorities to various documents based on their importance and urgency.
Example: Prioritise regulatory compliance documents over internal memos.
Evaluate Document Quality and Relevance
Catalyst: Uploaded documents are consistently poor in quality and relevance.
Description: Assess the quality and relevance of documents to ensure they support business goals.
Example: Review the quality of new supplier contracts and provide feedback for improvement.
Track and Monitor Document Review Progress
Catalyst: Strategy is 6 months from expiration.
Description: Keep track of the progress of document reviews and ensure timely completion.
Example: Monitor the review status of the annual business report.
Monitor Compliance with Industry Standards
Catalyst: The organisation has a lower level of organisation alignment coverage than other industry peers.
Description: Ensure that all documents and processes comply with relevant industry standards and regulations.
Example: Check compliance of new safety procedures with ISO standards.
Critical New Document Added
Catalyst: A document assessed to be of critical priority is uploaded.
Description: Immediate review and action required for documents deemed critical.
Example: A document describes a new law having been enacted that affects the organisation.
Recommendations
Encourage New Users on Orthogramic Features
Catalyst: New user logs in but does not perform any actions.
Description: Provide guidance and encouragement to new users on how to utilise Orthogramic features effectively.
Example: Send a tutorial or walkthrough to a new user who hasn't started using the platform after logging in.
Next Steps for Users
Catalyst: A user is adding/editing documents but has not yet updated any business architecture domain data.
Description: Provide recommendations to users on next steps to build a comprehensive business architecture domain model.
Example: Suggest adding domain data related to strategic planning after a user uploads several strategic documents.
Next Steps for Users
Catalyst: A user has updated business architecture domain data but has not added/edited documents.
Description: Provide recommendations to users on next steps to ensure their business architecture domain data is supported by relevant documents.
Example: Recommend uploading supporting documents like process maps and workflow charts after updating the business process architecture data.
Schedule and Conduct Stakeholder Meetings
Catalyst: Business architecture domain data for an organisation unit is either in a good state or a poor state, so it’s important to get access to more relevant documents or stakeholders.
Description: Plan and conduct meetings with key stakeholders to discuss document updates and changes.
Example: Schedule a meeting with the finance team to review the new budget plan.