Wecomplish
General functionality

1 Prioritizing and delegating organizational improvements (flagging)

At any given time, there are structures, expectations and insight within the organization that could benefit from some attention: Some are lacking, some are too complex, some are poorly understood, some are outdated, some are not performing as well as we would like and in some cases, we might realize that there really exists no proper insight at all.

Once you start realize this, a few things might start to happen:

  • You get overwhelmed by the amount of potential improvement, causing you to either spend too much time improving insight, or to become paralyzed due to not knowing where to start and what to prioritize
  • People disagree about prioritization, or don't understand why the improvement of a certain piece of insight is prioritized over another
  • You might work on improving the most recent piece of insight you have discovered needs attention, as opposed to the insight that would have the greatest impact if improved

To help you work methodically and organized with the improvement of insight, the platform allows you to flag insight you would like to designate attention, prioritize improvements in relation to eachother and delegate the responsibiltiy for improving different insights to different people.

Some use cases for flagging insight might be to:

  • Make a category or area of responsibility more comprehensive
  • Make a clarity domain (i.e. focus, role, team, market) better understood
  • Make a policy easier to understand and adhere to
  • Make a process less complex to complete
  • Make it easier to adhere to a responsibility (improve familiarity)
  • Design measures to improve the performance of a health perspective

Flagging

When flagging, think of yourself as an organizational inspector, and the act of flagging as putting a red sticker on a part of the organization you would like to see improved or given special attention.

To flag a piece of insight, navigate to that insight and click the flag icon in the subheader.

Skjermbilde 2023-05-17 kl. 12.04.44.png

When flagging, you will be asked to provide the motivation for flagging.

To unflag the same piece of insight, click the flag icon again.

The insight types which support flagging are listed in the flaggable trait.

Working with flagged insight

To work with your flagged insight, navigate to Organization > Priorities > Flagged insight report, or clich the flag icon in the upper right corner.

From here you can:

  • See which pieces of structure have been flagged
  • Prioritize the improvement of each piece of structure in relation to eachother
  • Edit the motivation for flagging a piece of structure
  • Delegate the responsibility for improving a piece of structure to someone, in order for it to show up in their focus mode

2 Generative AI

The platform uses generative AI to assist you in your management of organizational expectations, including organizational leadership, learning and development.

Background processing

Because generative AI processes can take some time to finish (expect 10 - 30 seconds), they are delegated to the background. This means that you can continue to browse and interact with the platform while the process finishes up.

Read more about background jobs.

Organizational context

Whenever a response is requested from the AI, it is first given the organizational context. This includes the 

  • Name of the organization
  • Purpose
  • Mission
  • Vision
  • Values, and their meaning
  • Context
  • Organizational language

Please ensure that these pieces of information are up to date in order to help AI give you the best and most relevant responses.

Traits

Ideation

Describing organizational expectations can be a tedious, laboursome and cognitively demanding process.

To help you lighten the load of coming up with and articulating expectations, the platform supports ideation.

Ideation is the process of generating ideas and suggestions. It is also commonly referred to as brainstorming.

The insight types which support ideation are listed in the ideatable trait. In addition to this list, ideation is also supported for

  • Team
    • Purpose
  • Role
    • Purpose
    • Expected skillsets

To trigger ideation, click the yellow "Have AI suggest..." button near the item list you would like to ideate. The button only appears when a list/field is empty.

Sparring

Sometimes we can get a get a bit lost when it comes to making progress towards our priorities. When feeling stuck it's useful to have someone (or something) come up with helpful suggestions and challenge us to step out of our comfort zone.

To help you get unstuck the plattform imlements. the sparrable trait. Click the trait link to see which insight types are feedbackable. 

Critique

When we have built something, critiquing it helps us gain a new perspective and make additional improvements.

To help you gain constructive feedback quickly, the platform implements the critiqueable trait. Click the trait link to see which insight types are critiquable.

To trigger a critique, click the three dots in the upper right corner, and select "AI critique".

3 Background jobs

Some actions within the platform can take some time to complete. Examples including adding large list of subtasks to a task, or requesting a response from the Generative AI.

In the cases where we suspect that the process will take some time to complete, the process is delegated to the background.

This means that rather than for you to have to sit around and wait for the process to finish, you can continue to navigate and interact with the platform while the process does its work.

Background delegation

When you trigger a time consuming process, a notice will appear in the top, right corner notifiying you that the process has been delegated to the background.

In addition, a yellow spinning cog will appear in the top navigation indicating that you have processes running in the background.

You can now continue to navigate around and interact with the platform while the process finishes. When it does, the cog will stop spinning and turn green.

Review job status

To view the result of the background processes, click the cog icon to view the list of completed background processes. Click the individual item to be taken to the output produced by that process.

Failed jobs

Sometimes background jobs fail. This happens most frequently with AI jobs, as the output of the generative AI can sometimes be unpredictable.

When a background job has failed, it will appear with the status of "Failed" in the background jobs list.

If a job fails once, we encourage you to try it again. If it fails multiple times, please get in touch with us so we can look into it.

4 Navigation

On a desktop sized screen, the platform interface consists of three, main sections:

  1. Top navigation
  2. Left navigation
  3. Content area

Skjermbilde_2022-04-30_kl__07_15_59.png

Top navigation

The top navigation consists of a left and right section.

Skjermbilde_2022-04-30_kl__07_19_40.png

Left section

The left section of the top navigation includes links to the main information types in the platform.

These are:

  • People
  • Projects
  • Teams
  • Organization

By click on the one of the information types, a dropdown opens where you can either go the complete list of items, search for an item within the given type, or select an item from the list of items you've recently viewed:

Skjermbilde 2022-04-30 kl. 07.12.51.png

Right section

The right section includes links to commonly triggered actions:

Left navigation

The left navigation changes dependent on the selected navigation item in the top navigation.

That means that depending on the selected top navigation item, you may see one of four different left menus:

 

Skjermbilde 2022-02-02 kl. 12.45.44.png

The left colum has a header signifying what type of navigation which is currently displayed, and a background color representing that type. The background color matches the selected item in the top navigation.

Mouse_Highlight_Overlay-3.png

The text beneath the header displays the navigation context, meaning the name of the team in a team context, the name of a project in a project context, etc.

A lot of the time, the left colum is longer than the allocated screen height, meaning that you need to scroll in the left colum in order to reach the bottom most navigation items.

Minimizing left navigation

If you find the left navigation distracting, or just want a larger working space, you can minimize the navigation by clicking the double arrows near the top of the navigation column.

Focus.png

This will narrow the column down to just the icons representing the menu items. Click the double arrows again to expand the column.

When the column is minimized, you can hover over the icons in order to have the menu items appear.

Content area

The content area changes based on the selected navigation item in the left navigation.

The header represents the name of the current page. If they current page is hierarchically positioned under another page, you can see the parent page in smaller text next to it.

Skjermbilde 2022-02-02 kl. 13.14.26.png

5 Edit existing information

Existing information in the platform is editable via a dropdown menu in the upper, right corner. In order to trigger the menu, click the button with the ellipsis (...) icon in the upper, right corner.

Team_leader.png

The various edit actions available depend on the information type being edited. Provided that your user is granted access, you can always expect to find the ability to Edit and Delete existing information.

Some information types also support being moved, copied, etc.

6 Logging in

To log in, go to https://app.wecomplish.no/ or directly to the tenant of your organization (https://[your-org].wecomplish.no/).

Log in using your email address and assigned password. Click the "Remember be" checkbox if you want to remained logged in across browser sessions.

Log in issues

If you are experiencing issues with logging in, it may be due to one of the following reasons:

Your email address is incorrect

Please make sure that you do not have any typos in your email address, and that the email address you are using is the one to which you received an invite from the system to log in.

Your password is incorrect

Please make sure that there are no typos in your password.

If you are copying and pasting your password from your registration email, please ensure that you are not including any extra characters or spaces when copying.

If you have not received a password, or are unsure if you are using the correct password, you can use the "Forgot password" link on the log in page to set a new password.

You are logging in at an incorrect URL

Please make sure that you are logging in to the tenant of your organization. The URL in the browser should be https://[your-org].wecomplish.no/

Change email login address

To change the email address with which you logi in and receive notifications, go to https://app.wecomplish.no/my/profile

Two factor authentication

If you want, you may activate Tofaktorautentisering after logging in for improved security.

6.1 Få Wecomplish som et eget ikon/app/snarvei

Wecomplish er en webbasert applikasjon. Det betyr at du som et utgangspunkt får tilgang til applikasjonen via nettleseren.

Ønsker du imidlertid raskere og enklere tilgang til Wecomplish finnes det forskjellige måter å tilgjengeliggjøre applikasjonen som et eget ikon/snarvei på enheten din.

Mobil/tablet

iPhone/iPad

  1. Åpne Safari-nettleseren på mobilen og logg inn i Wecomplish
  2. Trykk på menysymbolet (firkanten med pil) og sveip bortover til du ser «Legg til hjemskjerm»-merket
  3. Gi snarveien navnet Wecomplish

Vipps – så har du laget snarvei til nettsiden (bakerst) på telefonen.

Det er fullt mulig å flytte på snarveiene: Hold fingeren på symbolet noen sekunder. Når den begynner å røre på seg, drar du den bare dit du vil ha den.

Android

  1. Åpne nettleser og skriv inn nettadressen på siden du vil lagre
  2. Trykk på menysymbolet (de tre prikkene) og velg «Add to Home screen» eller «Legg til på startside» på norsk.
  3. Gi snarveien navnet Wecomplish
  4. Velg «ADD» i menyboksen om du vil den skal legge seg automatisk på hjemskjermen, eller «Touch and hold» hvis du vil plassere den manuelt akkurat der du vil ha den.

Desktop

Stegene for å få Wecomplish som en egen desktop applikasjon er litt teknisk intrikate. Vi utfører derfor gjerne stegene for deg og sender deg en ferdig program-fil. Gi oss beskjed om du ønsker en desktop-app til Mac eller Windows.

Om du er teknisk kyndig kan du nyttegjøre følgende steg:

  1. Installer nativifier
  2. Last ned vedlagte ikon-fil (electron.icns)
  3. Åpne et terminalvindu og skriv:
nativefier [org].wecomplish.no -i electron.icns -n Wecomplish --internal-urls ".*?\.wecomplish\.*?"

...hvor [org] erstattes med subdomenet for din Wecomplish-installasjon. 

7 Language

The user interface in Wecomplish is available in Norwegian and English.

In order to change the default language of the organization, go to Organization > Settings > Default language.

To override the language selection for an individual user, edit the users preferences.

8 Check-in (one-on-one)

A common practice when collaborating is to check in with each other on a regular basis in order to see how work is progressing and if assistance is required.

The platform allows for the logging of such check-ins through a streamlined check-in process which reuses the existing focus data of individual users.

The purpose of the check-in functionality is to ensure that check-ins happen, and that they are as effective, efficient, accountable and on-point as possible.

By utilizing check-ins we 

  • Can more easily feel that someone cares about us, the work we do and the challenges we face
  • Can more easily understand and sync up/align with the priorities of someone
  • Can more easily reflect on and ensure that we are using our time wisely
  • Ensure that everyone has someone who checks in with them regularly
  • Hold each other accountable to our priorities
  • Expose the need for focus
  • Can more easily expose if someone is stretched too thin (focus dilution) or are out of work
  • Maintain focus on both execution (short term effort) and development (long term effort)
  • Increase the probability of identifying and addressing obstacles
  • Increase the probability of the platform accurately reflecting what people are focused on
  • Avoid time confetti by accumulating issues and discussing them during the check-in
  • Provide an arena for asking questions and airing out work related friction, feelings and frustrations
  • Facilitate transparency into our work and build trust
  • Get a chance to reflect on priorities and consider delegation

Log a check-in with someone

In order to log a check-in with someone, go to the Focus-dashboard of that person and click the "New check-in button.

Focus.png

This will first take you to the check-in preview. 

Check-in preview

The purpose of this step is to:

  • Better understand the purpose of the check-in and what it entails
  • Get an overview of what the check-in will contain
  • Determine if the person is ready to be checked in with (if the check-in is expected to be useful)
  • Decide what to include in the check-in (which steps)

The left column contains the different steps that can be checked in with. Hover over each item to see an explanation.

Toggle the checkbox to include or exclude the step in the check-in. By default, steps which have data are pre-selected to be included. If the step has been checked in previously, you can see how long ago since someone checked in with this person and the particular step.

Skjermbilde 2022-11-12 kl. 07.36.10.png

The different types of check-inable items are:

  • Developmental priorities
    • Expectations the person is focused on
    • Ambitions the person is focused on
  • Operational priorities
    • Projects the person is focused on
    • Objectives the person is focused on
  • Guidance
    • Expectations the person has requested assistance with
    • Skillsets insufficiently mastered
  • Clarification
    • Expectations the person considers unclear
    • Miscellaneous stuff you would like to discuss
  • Leadership
    • People who report to you (if any)
    • Insight available in the teams you manage (if any)
    • People you mentor (if any)

Each step lists the items the person you are checking in with is currently focused on, and an ability to add notes in association to those items where relevant. The right column displays an indicator or which check-in step you are currently on, and a list of generic discussion questions related to the the current step.

Notes

For each item in the check-in process, you can add relevant notes. These might be feedback, additional info or things to followup on in upcoming checki-ins.

To add a note, click the grey "Add a note" label.

Check-in_with_Another_User_26_12_2021.png

If an item has a note from a previous checkin, a purple label is displayed indicating the last time a note was added to this item. Click the label to expand the actual note.

Check-in_with_Eirik_Alfstad_Johansen_03_11_2022.png

Refresh step

If you reach a step which does not correctly reflect the current priorities of a person, use a separate tab to remove outdated prioritites and/or add missing prioritites, and then click the "Refresh" button in the lower, right corner.

Check-in_with_Another_User_08_07_2022-2.png

This will fetch an updated set of priorities, while maintaining any comments you have added to pre-existing prioritites before refreshing.

View a past check-in

In order to review a past check-in, go to Support Others > Check-ins of the person who did the check-in, and select the relevant check-in from the list. Individual check-ins are only viewable by the person who did the checking in and the person who was checked in with.

Skjermbilde 2021-12-26 kl. 08.57.31.png

The check-in view includes a list of the items checked in with and their associated notes in the left column, and a navigation in the right column indicating the various item types, their count and whether or not there are notes associated with those item types.

Skjermbilde 2021-12-26 kl. 08.59.30.png 

Check-in reporting

To ensure that people are actually being checked in with, use the Individual priorities report, accessible from Organization > Priorities > Individual priorities.

The Individual priorities report exposes when a person was last checked in with, and the percentage of people who were checked in with during the last 7 days.

Focus.png

9 Find information (navigate)

9.1 Search

Skjermbilde 2021-05-28 kl. 12.21.11.png

To search, click the search icon in the top, right corner or use the keyboard shortcut s.

The following information types are searchable:

  • Teams
  • People
  • Categories
  • Anatomies
  • Maps
  • Roles
  • Responsibilities
  • Skillsets
  • Skills
  • Programs
  • Evaluations
  • Solutions
  • Check-in types
  • Perspectives
  • Policies
  • Processes
  • Process steps
  • Systems
  • Prompts
  • Vendors
  • Equipment
  • Presentations
  • Objectives
  • Profiles
  • Propositions
  • Segments
  • Alternatives
  • Information types
  • Surveys
  • Meetings
  • Challenges
  • Projects
  • KPIs
  • Checklists
  • Templates
  • Wiki pages
  • Decisions
  • Risks
  • Hypotheses
  • Tasks (from the last 3 years)
  • Observations
  • Accomplishments

You can use the arrow keys to change between the selected item in the search results and the "Enter" key to go to the selected item.

The information available in the search depends the access level of the logged in user.

9.2 Browse

If you're not sure what you're looking for or don't know the name of it, you can use the Browse view as an alternative to search when locating information.

The browse view displays all information stored across all the teams you have access to in one, convenient location. To access the Browse view, select Organization and then Browse in the left hand navigation, trigger the search panel (keyboard shortcut "s") and click the "Browse" link.

To browse, select the information type you want to explore. This will list all the information for that information type. Use the right column to filter the list by searching for a piece of text contained within the information type.

Some information types support additional categorizable filters like team, categories, etc.

9.3 Bookmarks

Bookmark are a way of easily and quickly getting back to information you access often.

Add/remove a bookmark to a page by clicking the star icon to the right of the page title.

Skjermbilde 2021-09-17 kl. 14.12.17.png

To view your current bookmarks, click the star icon in the upper, right corner or use the keyboard shortcut b.

Skjermbilde 2021-09-17 kl. 14.12.37.png

See the bookmarkable trait to uncover which insight types support bookmarking.

10 Add new information

There are two options when you want to to add new information to the platform:

  • Context creation
  • Quick creation

Context creation

Information in the platform is mainly created via green buttons displayed in relation to information lists where the information it expected to be stored.

These buttons can generally be found in the upper right corner of list pages

Skjermbilde 2022-04-30 kl. 06.42.39.png

...or to the right of headings representing a section where additional items can be added.

Skjermbilde 2022-04-30 kl. 06.43.54.png

Quick creation

Quick creation allows you to create new content regardless of where in the platform you are currently located.

In order to quick create information, click the "Add information" button in the top, right corner and select the type of information you want to create. Scroll within the panel to see all the options.

Skjermbilde 2022-04-30 kl. 06.45.19.png

Alternatively, use the keyboard shortcuts as displayed when hovering over an information type.

The following information types are supported by quick create (keyboard shortcuts in parentheses):

  • Organization
    • Team (if you are an admin user)
    • Person
  • Evaluation
    • Health check 
    • Surveys
  • Talent development
    • Roles (r)
    • Skillsets
    • Programs
  • Priorities
    • Tasks (t)
    • Projects (p)
    • Objectives (g for Goal)
  • Obstacles
    • Decision
    • Challenge
    • Risk
    • Observations (o)
  • How we work
    • Policy
    • Process
    • Checklists (c)
  • What we use
    • Systems (i)
    • Vendors
    • Templates
    • Presentation
  • Market
    • Alternative
  • Misc
    • Notes (n)

11 Wecomplish Library

Allthough unique insight can be what sets an organization apart, a lot of insight is reusable across organizations and does not make sense to reinvent.

To save you time and reuse the mental efforts of others, we offer the Wecomplish library. The library contains generalized insight that can be easily copied into your own organization where you can reuse and adapt it to your particular needs.

Accessing the library

Insight from the library is made accessible in the following ways:

From the wecomplish.no web site

For users who do not yet have their own Wecomplish-account, the library is searchable and browseable when click the Library menu item on the public facing website.

Skjermbilde 2022-05-15 kl. 19.55.16.png

When adding content

When you are adding new content (like adding a role), there are some places which support selecting content from the library.

You can tell that an information type supports library-selection if the "Browse library" button appears.

Mouse_Highlight_Overlay-2.png

When you select content from the library, that piece of content will be copied into the team.

The following information types support library selection when adding content:

  • Anatomies
  • Roles
  • Skillsets
  • Programs
  • Check-in types
  • Checklists
  • Surveys
  • Processes

When browsing for linked content

When you are looking to link up content to eachother (like linking which roles are assigned to a person), there are some places which support selecting content from the library.

You can tell that field support library-selection by clicking the "Browse all" button and look for the "Wecomplish library".

5720.png

When you select content from the library, that piece of content will be copied into your organization. If you have more than one team, you will be promped to select into which team the content should be stored.

The following contexts support library selection:

  • You can select roles from the library when
    • Assigning a role to a person
  • You can select skillsets from the library when
    • Assigning a skillset expectation to a role
    • Assigning a skillset to a person
  • You can select an anatomy from the library when
    • Assigning an anatomy to a map

In preview mode

Content that is marked as publicly available is automatically made available in a preview mode. The preview mode of a piece of information is available to anyone on the internet, regardless of whether they are logged in or not.

The purpose of the preview mode is to allow users to preview a particular piece of information in order to consider copying it to their own organization, or simply to use it as inspiration.

When adding content and browsing for linked content, click the purple eye icon to preview the content.

Mouse_Highlight_Overlay.png

For information publically available within your own organization, you can view the preview mode of a entity by clicking the yellow padlock icon indicating that the content is publicly available.

Skjermbilde 2022-05-15 kl. 12.08.19.png

Advanced use

If you want to highlight a particular piece of information when sharing a preview with someone, you can use the following parameters to expand items and scroll to them respectively:

  • Add ?open[]=[NO] to the URL to have that item be open.
  • Add ?open=all to the URL to have all items be open.
  • Add #item-[NO] at the end of the URL to scroll to that item.
  • Add #category-[NO] at the end of the URL to scroll to that category.

Point to the item or category in order to determine it's ID.

Here's an example of an URL which opens item 33 and 34, and scrolls to item 33:

https://app.wecomplish.no/preview/skillset/680/insight-management-basics?open[]=33&open[]=34#item-33

Making content available in the library

Any organization using Wecomplish can make content available in the library. To make the content available, edit the piece of information and check the "Publicly available" checkbox.

The following information types support being made available in the library:

  • Anatomies (and, by association, their components)
  • AI templates
  • Roles (and, by association, their responsibilities)
  • Skillsets
  • Surveys
  • Checklists
  • Processes
  • Categories
  • Profiles
  • Solutions
  • Check-in types
  • Programs
  • Challenges

If you want to limit the content you're seeing when browsing to the content provided by the Wecomplish organization, use the Organization-filter.

Mouse_Highlight_Overlay.png

11.1 Featured content

The front page of the library includes a "Featured content" section, which showcases some of the content that can be found in the library.

Skjermbilde 2022-07-07 kl. 13.16.14.png

The purpose of the featured content section is to create interest and better get a feel for what sort of content one can expect to find in the library.

The content is horizontally scrollable, meaning that one can either click the left and right navigation arrows, or use the swipe action on your device to scroll between the featured items.

The featured content section is divided into a Work and a Life section, where the Work section is the one visible by default.

The specific content displayed in the featured content section is managed in the platform code base.

11.2 Bookmarks

Most of the content in the library can be bookmarked. The motivation for bookmarking pieces of information is to collect information that is relevant to you or someone else, in order to review it all in one place, or share it with others.

The following information types support bookmarking:

  • Categories
  • Anatomies
  • AI templates
  • Roles
  • Skillsets
  • Surveys
  • Checklists
  • Processes
  • Responsibilities
  • Profiles
  • Solutions
  • Check-in types
  • Programs
  • Challenges

To bookmark a piece of information, click the small, purple button with the bookmark icon  in the line or full view of the piece of information.

Mouse_Highlight_Overlay.png

 

Skjermbilde_2022-07-02_kl__07_52_25-2.png

This will produce a dropdown menu where you can choose to bookmark the item, or add it to a specific bookmark collection.

View bookmarks

To view all bookmarked pieces of content, click the bookmark indicator in the top, right corner.

Mouse_Highlight_Overlay-2.png

Bookmark collections

Bookmark collections allows you to group a set of bookmarks with a specific purpose. Use cases might be wanting to share a specific collection of resources with a friend or colleague, or creating a more generic, bookmark collection that you think might be suitable for types of people you encounter more often.

Bookmark collections work similar to how you playlists work in an app like Spotify.

To add a bookmark to a bookmark collection, click the bookmark indicator and select the collection in question, or create a new collection.

To view all existing bookmark collections, click the bookmark indicator in the upper, right corner.

To share a specific bookmark collection with someone else, click the "Share" button in relation to the collection.

To edit or delete a bookmark collection, click the name of the collection and then the Edit or Delete button.

11.3 Assessments

Assessments are meant to help you systematically organize input on potential from both yourself and others, and use that information to prioritize your development efforts.

An assessment is a high-level, opinionated perception of how well someone masters a role or a skillset, and how impactful we would expect it to be if they were given the proper development opportunities and applied themselves.

Read more about the concept of assessments.

In the context of the library, assessments are meant to help you build awareness and identify where it potentially makes sense to dive deeper in and Test yourself.

How to make an assessment

To make an assessment, navigate to the item in the library in which you want to assess ability, and trigger a new assessment by clicking the green star indicator.

You can trigger an assessment in the following contexts:

  • Categories: Takes you through the assessment of the roles and skillsets associated with the category.
  • Programs: Takes you through the assessment of the roles and skillsets associated with the program.
  • Roles: Takes you through assessment of the role itself and any associated skillsets associated with the role.
  • Skillsets: Takes you through assessment of the skillset itself.
  • Profiles: Takes you through the assessments of the roles and skillsets associated with the profile, and the roles and skillsets associated with the categories. associated with the profile.

Once you have been taken through each assessment item, you will be sent to the assessments page which lists all your assessments, grouped by information type, and sorted in descending order of your potential.

View assessments

Once you have assessed yourself in something, a indicator is shown communicating your potential.

The potential indicator has four levels:

  • High potential
  • Moderate potential
  • Limited potential
  • No potential

To view all your assessments in one, convenient location, click the Assessments indicator in the top, right corner.

Assess other

When you trigger a new assessment, the default assumption is that you want to assess yourself. However, you can just as easily add other people and assess them. Typical use cases for this is coworkers or partners invested in helping each other improve.

To add a new person to assess, trigger a new assessment and click the "Add new person" link, or click the assessments indicator in the top, right corner and manage the people you want to assess from there.

11.4 Test yourself

Using the library, anyone can test themselves to see how familiar they are with a role or skillset. Testing yourself does not require any form of registration.

The purpose of this feature is to:

  • Allow anyone to gain more value from the library content by more actively engaging with it
  • Enable champions to share, create curiosity around and engage others in library content specifically relevant to them
  • Create awareness of the library and, by association, the platform
  • Allow people to get a better feel for the platform (by indicating familiarity) without having to make any type of commitment

To test yourself, navigate to a role or skillset in the library and click the "Test yourself" button.

Mouse_Highlight_Overlay.png

This will cycle you through the particular expectations of the selected role or skillset allowing you to reflect on your familiarity and what's holding you back.

Skjermbilde 2022-05-30 kl. 06.46.54.png

Once you're done, you are sent to a summary page showing your overall familiarity, and your familiarity with the individual expectations.

Skjermbilde 2022-05-30 kl. 06.51.59.png

12 Related content

Being able to expose, explore and understand how different pieces of information relate to one another is one of the significant advantages of the platform.

Much like the hyperlinks of the internet allows you to explore different topics, the platform uses the concept of related content to tie together different pieces of information that are relevant to eachother.

Some typical use cases for related content include:

  • Relating to a responsibility the various pieces information required to execute on that responsibility (i.e. checklists, policies, processes, etc)
  • Relating to a risk the various piecing of information that help mitigate that risk (i.e. checklists, policies, responsibilities, etc)
  • Relating to a process step the various elements involved in completing that step (i.e. roles, checklists, systems, equipment, vendors, etc)
  • ...and so on

Here's what some different pieces of related content look like in the context of a responsibility:

Build_and_maintain_a_high_level_of_familiarity_with_my_role_expectations.png

Adding related content

To add a piece of content as related, click the green plus icon in relation to the "Related content" header on the relevant page, and search for the content you would like to add.

For a complete list of insight types which support being added as related content, check out the Relatable trait.

13 Notifications

13.1 Inbox

If you are tagged (using the @ sign) in a comment you will, in addition to receiving a notification (applies only to tasks) also receive an item in your inbox. The purpose of the inbox is to ensure that comments requesting your specific attention don't get lost.

If there are any unread items in your inbox, they will be displayed in the right column of your focus dashboard, beneath the personal development section, sorted from the youngest to the oldest item.

Items in the inbox are automatically marked as read when you reply rr react to the comment in which you were tagged. You can also manually mark inbox elements as read manually by clicking the checkbox icon in association to the relevant inbox item.

13.2 Email notifications

For some activities within the platform, email notifications are sent out.

Send scheduele frequency

How quickly a notification is sent from the system depends on how "nice to have" the notification is assumed to be.

Tagged in a comment

If you are tagged in a comment on a task or an observation, you will receive a notification within the next 5 minutes.

Following a task or holding a role in an observation

For tasks you follow or observations you holde a role in, the default platform behaviour is to send you a daily summary of activity.

For tasks, check out Følgere for which types of activities followers are notificed of.

For observations, anyone holding a role in the observation are notified of new comments.

If you want to be notified within a 5 minute period for these types of notifications as well, you can activate this in your personal settings.

13.3 Follow

If you or someone else is particularly interested in a piece of information or the activity surrounding it, you can add that person as a follower.

A follower will get Email notifications when key activities are triggered.

The following information types support following:

Information types Followers are notified of
Task
  • New comments
  • New estimates
  • Changes from one stage to another
  • New assignees
Wiki (page/section)
  • Changes to the followed page or one of its child pages
Survey
  • New survey responses
KPI group
  • New KPI reports
Health checks
  • New checkins are logged

 

14 Rik formatering

Internlenking

For å lenke mellom innhold i Wecomplish, bruk formatet !X123 hvor X representerer forbokstaven til typen innhold det lenkes til, og 123 representerer ID-en. Finn ID-nummeret som de siste sifferne av URL´en.

Skriv eksempelvis ! (utropstegn) etterfulgt av:

  • o123: Lenke til en observasjon med ID 123
  • b123: Lenke til et en oppgave i en sjekkliste (b for Blueprint) med ID 123. Ved påføring av sjekklisten vil lenker til oppgaver i sjekklisten erstattes av lenker til den faktiske oppgaven som opprettes ved påføringen.
  • t123 (eller bare !123): Lenke til en oppgave (t for Task) med ID 123

Følgende entiteter støtter å bli internlenket til:

  • Observasjoner (o)
  • Sjekklister (c)
  • Oppgaver i sjekklister (b)
  • Dokumentasjonssider (d)
  • Prestasjoner (a)
  • KPI-er (k)
  • KPI grupper (g)
  • Prosjekter (p)
  • Retningslinjer (y)
  • Roller (l)
  • Ansvar (r)
  • Hypoteser (h)
  • Undersøkelser (s)
  • Oppgaver (t eller ingen bokstav)

Fordelen med å bruke internlenker fremfor harde lenker er at lenken vil gjenspeile oppdaterte navn på entiteten det lenkes til og at navnet vil være gjennomstreket dersom entiteten er lukket.

Dersom du kun ønsker å få produsert lenken til innhold i Wecomplish, men selv styre hva lenken heter kan du bruke | fremfor !, eksempelvis:

Skjermbilde 2020-12-17 kl. 10.39.38.png

Markdown

Kommentarer og beskrivelser støtter Github flavoured Markdown.

Les introduksjon til kommandoer.

Om Markdown er nytt for deg er det spesielt nyttig å lære seg:

  • Overskrifter
  • Fet skrift, kursiv og gjennomstreking
  • Lister
  • Lenker
    • Klammene [ ] oppnås ved å bruke alt+8 og alt+9
  • Sitater

15 Reaksjoner

Du kan reagere ved hjelp av emojis på forskjellige typer innhold i Wecomplish og se hvem som har reagert på ditt innhold.

Støtte for reaksjoner

Det er mulig å reagere på følgende innhold:

  • Kommentarer
  • Prestasjoner
  • Dokumentasjonssider

Legge til en reaksjon

For å legge til en reaksjon, trykk på smilefjeset i tilknytning til innholdet du ønsker å reagere på.

Dersom det ikke har vært reagert på innholdet tidligere vises smilefjeset øverst til høyre:

Det_eksisterer_en_rekke_feil_i_applikasjonen.png

Dersom noen allerede har reagert kan du legge til ytterligere reaksjoner ved å trykke på smilefjeset ved siden av de eksisterende reaksjonene, eller ved å trykke på en av de eksisterende reaksjonene.

Det_eksisterer_en_rekke_feil_i_applikasjonen-2.png

Fjerne en reaksjon

For å fjerne en av dine reaksjoner, trykk på reaksjonen du ønsker å fjerne.

Se hvem som har reagert

Pek på reaksjonen for å se hvem som har reagert.

Se reaksjoner på ditt innhold

For å se alle reaksjonene på ditt innhold, klikk på menyvalget Meg > Reaksjoner i venstre kolonne.

Menyvalget viser en grå indikator når du har nye (uleste) reaksjoner.

16 Endre plasseringen av innhold

Innhold i Wecomplish er ordnet i et hierarki. Hvilken del av hierarkiet innholdet tilhører styrer hvem som har tilgang til innholdet.

Administratorer har tilgang til alt innhold. Team-medlemmer kan kun se innhold tilhørende sitt eget team.

Innholdets nåværende plassering gjenspeiles i brødsmulestien.

Endre plassering

For å flytte innhold, trykk velg "Flytt" fra nedtrekksmenyen øverst til høyre , eller bruk tastatursnarveien Shift + Cmd + P (for Parent).

Søk opp innholdet du ønsker å legge inneværende innhold under, og velg denne.

Følgende typer innhold kan flyttes på denne måten:

Oppgaver

Kan plasseres underlagt:

  • Oppgaver
  • Prosjekter

Dersom du forsøker å søke opp en konkret oppgave, men ikke får opp oppgaven opp blant topp-treffene kan du søke opp oppgaven ved hjelp av oppgavens ID i stedet.

Observasjoner

Kan plasseres underlagt:

  • Team
  • Oppgaver
  • Observasjoner

Sjekklister

Kan plasseres underlagt:

  • Team

Dokumentasjonssider

Kan plasseres underlagt:

  • Team
  • Dokumentasjonssider

Ansvar

Kan plasseres underlagt:

  • Roller

Roller

Kan plasseres underlagt:

  • Team

Prestasjoner

Kan plasseres underlagt:

  • Team
  • Sjekklister
  • Prosjekter
  • Oppgaver
  • Observasjoner

Oppgaver i sjekklister

Kan plaseres underlagt:

  • Sjekklister
  • Oppgaver i sjekklister

Prosjekter

Kan plasseres underlagt:

  • Team

Team

Kan plasseres underlagt:

  • Team

Ferdighetssett

Kan plasseres underlagt:

  • Team

Ferdigheter

Kan plasseres underlagt:

  • Ferdighetssett

Informasjonssystemer

Kan plasseres underlagt:

  • Team

Retningslinjer

Kan plasseres underlagt:

  • Team

Leverandører

Kan plasseres underlagt:

  • Team

Utstyr

Kan plasseres underlagt:

  • Team

Presentasjoner

Kan plasseres underlagt:

  • Team

KPI grupper

Kan plasseres underlagt:

  • Team

Mål

Kan plasseres underlagt:

  • Team
  • Mål

Profiler

Kan plasseres underlagt:

  • Team

Løsninger

Kan plasseres underlagt:

  • Team

Verdiforslag

Kan plasseres underlagt:

  • Team

Segmenter

Kan plasseres underlagt:

  • Team
  • Segmenter

Alternativer

Kan plasseres underlagt:

  • Team

Risiko

Kan plasseres underlagt:

  • Team

Prosesser

Kan plasseres underlagt:

  • Team

Hypoteser

Kan plasseres underlagt:

  • Team
  • Hypoteser

Undesøkelser

Kan plasseres underlagt:

  • Team

Helsesjekker

Kan plasseres underlagt:

  • Team

Kategorier

Kan plasseres underlagt:

  • Team

Program

Kan plasseres underlagt:

  • Team

Utfordringer

Kan plasseres underlagt:

  • Team

Beslutninger

Kan plasseres underlagt:

  • Team

Anatomier

Kan plasseres underlagt:

  • Team

Komponenter

Kan plasseres underlagt:

  • Anatomier

Kart

Kan plasseres underlagt:

  • Team

Prompter

Prompter plasseres underlagt:

  • Team

17 Verifying that information is accurate and up-to-date

Using the verification functionality you can verify that the information on a given page is accurate and up-to date, or request that someone else verifies the information.

Relevant use cases are:

  • You're creating/updating information, but you suspect you don't hold the complete picture by yourself
  • You want to ensure that the information you're seeing is accurate and up-to-date
  • You want to signify that information is considered valid
  • You want to ensure that someone feels ownership to a piece of information

Verification indicator

Pages where the information can be verified are identified by the shield icon to the right of the page title:

Skjermbilde 2021-05-02 kl. 08.10.59.png

Hovering over the shield will indicate the verification status of the page. There are three indications:

No verification

Indicates that the information on the page has never been verified. 

Skjermbilde 2021-05-02 kl. 08.12.57.png

Pending verification

Indicates that the page is pending at least one verification request.

Skjermbilde 2021-05-02 kl. 08.13.32.png

Verified

Indicates that the page has been verified.

Skjermbilde 2021-05-02 kl. 08.13.52.png

Managing verifications

Click the verification indicator or use the keyboard shortcut "v" to toggle the verification panel for the page you're looking at.

When the page has no prior verifications, the panel looks like this:

Skjermbilde 2021-05-02 kl. 08.18.49.png

Verifying that information is accurate

If you hold the best source of truth for whether or not the information is accurate and up-to-date, you can quicky indicate this by clicking the "Verify that the information is accurate" button. This will move the verification indication to the verified state. 

Requesting verification from someone else

If you suspect that other people might be better equipped at verifying the information, you can easily request their assistance.

Click the "Request information from someone else" button and fill out the form that appears.

Skjermbilde 2021-05-02 kl. 08.23.15.png

When you click the "Ask for help" button an email is sent to the person you selected notifying them of your request for help. The email contains a link that will take them to the page with the verification panel open, which will appear something like this:

Skjermbilde 2021-05-02 kl. 08.28.48.png

When the invitee has reviewed the information they can change the state of the verification from Uncertain to Verified. This will send an email to the person who requested the verification notifying them that the information has been verified, and the verification panel will look like this:

Skjermbilde 2021-05-02 kl. 08.32.19.png

Requesting verifications from multiple people

If you want, you can request verifications from multiple people.

A good use case for this might be to ensure ownership to the information across a group, or when there are multiple people each holding a section of the entire picture.

18 Keyboard shortcuts

For power users, there are multiple keyboard shortcuts scattered throughout the platform to make navigating the platform more efficient.

The most common, global keyboard shortcuts are collected here for convenience:

19 Duplication notification

In order to prevent duplication of information, the Platform produces a warning whenever you create a new item for which there aleady exists an item with the same name.

The warning appears in the top, right corner of the next page load, including a link to the duplicated item.

Skjermbilde 2021-12-07 kl. 10.33.20.png

For a complete list of insight types which are checked for duplication upon creation, check out the Duplication preventable trait.

20 Lock down ability to edit information

The default behaviour of the platform is to make information easily accessible and editable. This is based on a belief that the more people are able to contribute to the information, the greater the probability is of the information improving in quality over time.

However, some information is not meant to change a lot, and some might even be harmful and non-compliant if it were inadvertantly changed.

To accomodate this use case, the platform implements the concept of locking down information. Locking a piece of information limits edit access to only admins.

Toggling lock state

The ability to lock piece of information appears near the bottom of a page. The option only appears if you are an admin. You also need to be an admin in order to actually lock and unclock information.

Skjermbilde 2022-04-08 kl. 10.07.29.png

If a piece of information is locked, this will appear to everyone.

Skjermbilde 2022-04-08 kl. 10.10.30.png

Information types supporting locking

The following information types support locking:

  • Policies

21 Toggle features

The Platform has a lot of features. However, any given moment in time, only a subset of the available features might be relevant to a specific individual, team or organization.

To make it clearer which features are expected to be used you can disable the features you don't need, care about or are. handling in some other way.

The following supports being disabled:

  • For teams
    • Insight types
  • For people
    • Priority queues
  • For maps
    • Anatomy components

To disable a feature, first navigate to the context in which you want to disable the feature. 

Then, select the "Disable" option from the dropdown menu in the upper, right corner.

Eirik_Alfstad_Johansen.png

 

From this view you can disable specific items (i.e. perspectives or insight types) that the person, team or organization is not expected to use at the present moment.

Relevant dokumentasjon

Laster...

Timeføring

Laster...

Bekreftelser

Laster...

Kjennskap

Laster...

Bokmerker

Laster...

Bakgrunnsjobber

Laster...