Tasks & recommendation admin examples
- damian.hickey
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.
Dashboard actions
Approval assessment
A wide variety of admin actions can be recommended. This action guides an admin user through evaluating whether a change or submission meets the necessary criteria for approval. This process involves reviewing the content, ensuring it aligns with organizational standards, strategic goals, and compliance requirements. Users must consider the potential impacts of the approval, both positive and negative, before making a final decision.
Action example
This action example focuses on evaluating the actions taken based on recommendations or changes within the system. It involves reviewing the effectiveness of the actions, their alignment with strategic objectives, and their overall impact on the organization. Users are expected to assess whether the actions taken have achieved the desired outcomes and whether further adjustments or additional actions are needed.
Clicking Action will take the admin user to the area within Orthogramic awaiting their involvement.
Example use case
After implementing a new document review process, the user assesses whether the process has improved document quality and compliance, and decides if further enhancements are necessary to meet organizational goals.
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