Guide:Settings

Introduction

Orthogramic Settings provides a comprehensive overview of how to manage and configure the various settings within Orthogramic to meet your organizational needs.

Key Features

• Document Weighting: Instructions on how to define and assign weights to document criteria to determine their importance.

• Document Types: Guidelines for categorizing documents and setting metadata for consistent classification and retrieval.

• Business Architecture: Recommendations for selecting and managing business architecture domains within Orthogramic.

• Organization Classification: Steps to classify the organization based on various attributes such as type, purpose, and size.

• User Types: Guidance on defining and managing different user types to ensure optimal system interaction.

• General Settings: Information on customizing general settings, including passwords, multi-factor authentication (MFA), and default preferences.

Settings

Getting Started

To begin configuring settings in Orthogramic, navigate to the relevant settings section based on your needs. This guide will walk you through each settings area, providing detailed steps and best practices to ensure that your configuration aligns with organizational objectives.

By understanding and utilizing the settings features outlined in this guide, users can enhance the efficiency and effectiveness of their data management system, supporting overall organizational success.

Document Weighting

Settings > Documents > Weighting

For more details, see: Weighting and analysis

1. Define Document Weighting Criteria: Establish the criteria that will determine the importance of each strategic document. Typical criteria include alignment with organizational goals, impact on decision-making, scope of influence, compliance and regulatory requirements, and stakeholder interest.

2. Assign Weights to Each Criterion: Assign relative weights to each criterion based on its importance to the organization’s strategy. This can be done through stakeholder input, strategic alignment workshops, or expert judgment.

3. Calculate Weighted Scores: Multiply the scores assigned to each document by the weights of each criterion to get a total weighted score.

4. Normalize Scores: Normalize the scores to make them comparable across different documents. This can be done by dividing each document’s score by the highest score or by summing all scores and dividing each by the total.

5. Rank Documents: Rank documents based on their normalized scores to determine their relative importance.

Document Types

Settings > Documents > Types

For more details, see: Document types

1. Categorize Documents: Define categories for documents based on their nature and purpose within the organization. Examples include strategic documents, operational documents, compliance documents, and more.

2. Set Metadata for Each Category: Assign specific metadata fields for each document type to ensure consistent classification and retrieval.

Business Architecture

Settings > Business Architecture

For more details, see: Business Architecture domains

1. Select Business Domains: We strongly recommend not altering the default Business Architecture domains to be managed in Orthogramic. If you do want to reduce this list, identify and select relevant the business domains that align with the organization's strategic and operational goals. These domains will form the backbone of your business architecture documentation within Orthogramic.

Organisation classification

Settings > Organisation > Classification

1. Classify Organization: Identify the type, purpose, size, location, and products/services delivered by the organization to create a comprehensive classification.

Organisation settings

Settings > Organisation

User types settings

Settings > User Types

1. Define User Types: Classify the different types of users who interact with the organization’s systems or processes. This ensures each user type is appropriately defined for optimal system interaction.

General settings

Settings > General

1. Customize General Settings: Configure general settings such as passwords, MFA, to ensure the system operates according to organizational preferences.

2. Set Default Preferences: Establish default preferences for various features and functions within Orthogramic to streamline user experience and operational efficiency.

3. Delete account: If you need to delete your account, select Delete Account and confirm the deletion.

4. This will have the following consequences:

   • Your personal data will be deleted permanently apart from your first name and last name. These are kept to be able to audit your historical actions on the platform, if any.

   • You will be logged out immediately and will not be able to login again.

   • After termination your user account cannot be recovered.