Tasks & recommendation admin examples

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

Action assessment