Onboard a team onto the platform

Lay the groundwork for a team using and gaining value from the platform.

Copy to your organization

Add team leader

In the right column of the team dashboard, add the person expected to lead the team and oversee the management of its information.

Describe team purpose

In the left column of the team dashboard, describe the purpose of the team.

Ensure that the list of team members is correct

The list of team members in the right column on the team dashboard should reflect which people are expected to contribute to the team, and the roles they hold in that team.

Disable information types considered irrelevant to the team

On the team dashboard, click the pencil icon in relation to the "Insight managed here" heading, and decide which information types that are not relevant to the team and should be disabled.

Motivations for disabling information types might include:

  • The nature of the team makes it so that they are not expected to manage the given information type. I.e. they are not expected to manage their own equipment or conducting their own surveys, as this will be managed by a parent team.
  • The team already manages this type of information in an existing system that they are happy with.

If you are unsure of whether or not to disable an information type, due to unfamiliarity with it or uncertainty with regards to its relevance to the team, keep it enabled. You can always disable it later, once you better understand and, as a result, are better equipped to make a judgement on its relevance.

Publish existing expectations as information types 1
  1. Go to the team dashboard and click the copy icon in relation to the "Insight managed here" header, copying the names of the information types active to the team.
  2. Go to Publish existing expectations as information types and paste the list of information types into the subtasks field.
  3. Click the "Add subtasks" button in order to have the information types added as subtasks.

Do a review of the published information in in order to evaluate its accuracy, completeness and whether it appears up to date.

It's preferable to have the review done by someone who has not been a part of the publishing process, in order to get a fresh perspective on things.