You can navigate to the Workspace menu by clicking on the Strategy Navigation button as shown in the image below.

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Figure 1.1

The Workspace menu helps you to navigate to the following pages.

•  My Quick Update

•  My Workspace

•  My Reports

•  Executive Intelligence

•  Executive Portal

•  My Settings

•  Strategy Map Executive Intelligence and Executive Portal pages are only available to the users with executive privileges.

In Workspace, click on the My Quick Update which will direct you to the page shown below. This screen is personalised to show only information that relates to you as an individual user and it makes it easier for you to update any relevant record without going through an extended process.

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Figure 2.1

• In My Quick Updates page, you can see all the quick update links for Actions, Tasks, KPIs, Risks, Risk Actions, Risk Controls, Audit Recommendations, Projects, Project Tasks and Project Approvals that you are responsible for, on top of the screen. The count of responsibilities is displayed within individual circles above each of the items. Risk Actions and Audit recommendations areas will be available only if you have purchased Integrated Risk Manager and the Audit Manager. 

• Click on the arrow icons located on the left and right corners of the screen to easily browse through the sections. If a particular section is not needed to be shown on the Quick Update page, you can hide it via My Settings > Quick Update.

• You can see how many records are under each section by the count displayed within the circles on this page. However, you can adjust this count to be a value between 3 and 5 through Settings. This can be done for both ‘Executive portal’ and ‘Quick Update’ pages. The total number of records available under each section will be displayed along with the number of records shown.

• If the list of records needs to be expanded to show all the available records, you have to click on the number of records mentioned at the top of each section. For example, If My Risk page shows 13 records out of 21 available, 'Showing 13 of 21' will be mentioned right next to the title 'My Risk'. Once you click on Showing 13 of 21, you would be able to see the list of all twenty-one records available.

• Maximum of 15 records can be displayed in one page, and therefore if there are more than 15 records, the remaining records will be ordered in numbered pages. You can use the number hyperlinks to navigate to the other pages.

Features mentioned below in My Quick Updates home page make updates easier:

• Hyperlink to each component - Each component will open right below the header area. 

  Option to update the records and save the changes made

• Hyperlink to the relevant actions - Each action can be expanded and the title hyperlink opens in a new window by default. This behavior can be toggled by your Administrator, either to enable the link to be hidden or to be opened in the same window. Please contact your Administrator to configure this according to your preference.

• Option to view the list of records available under each area

• Ability to expand the filter area to search for a specific record

• Displays the progress and performance through progress bars.

• Emails can be sent with comments

• Discussion forum - Each action can be discussed in an individual discussion forum. Notifications can be sent if necessary.

The functionalities of the common icons available in My Quick Updates page is explained under the topic Common Icons.