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general:workspace [2020/01/03 05:47] – aakr | general:workspace [2020/07/31 15:17] – sph | ||
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====== Workspace ====== | ====== Workspace ====== | ||
- | A **workspace **is a container where your [[: | + | A **workspace **is a container where your [[: |
Additionally, | Additionally, | ||
- | It is important to understand that workspace contains process that people collaborate on. Workspace | + | It is important to understand that the workspace contains |
Another point to be noted is that when a '' | Another point to be noted is that when a '' | ||
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===== Workspace structure ===== | ===== Workspace structure ===== | ||
- | Any given workspace will have following structure. (Depending on user permissions, | + | Any given workspace will have the following structure. (Depending on user permissions, |
- | Home: This is the common landing page customized for your organization. Irrespective of which workspace you are in, you can always view this landing page by clicking on Home. | + | **Home**: This is the common landing page customized for your organization. Irrespective of which workspace you are in, you can always view this landing page by clicking on Home. |
- | Process: This is the area within a workspace where the process resides. As a Stages user or modeler, this is where you will be modeling your process. | + | **Process**: This is the area within a workspace where the process resides. As a Stages user or modeler, this is where you will be modeling your process. |
- | Management: Using management, Process can be managed in terms of compliance, descriptions, | + | **Management**: Using management, Process can be managed in terms of compliance, descriptions, |
- | Reports: This houses default and custom reports for the given workspace. | + | **Reports**: This houses default and custom reports for the given workspace. |
- | Administration: | + | **Administration**: Stages administrator will have access to this area to manage user and workspace related administrative settings. |
- | {{ : | + | [[https:// |
===== Organization of workspaces ===== | ===== Organization of workspaces ===== | ||
+ | |||
+ | In Stages, workspaces have a hierarchal tree structure. A workspace can have one more workspace within it. It that case, the top-level workspace is referred to as ‘parent workspace’ and the next level is referred to as its ‘child workspace’. | ||
+ | |||
+ | A ‘child workspace’ in turn can have its own child workspaces and so on. In our below example, you can see that Company is the top-level workspace. Company in turn has many child workspaces like Archive, Governance, Modeling, Standard Processes, etc. Some of these child workspaces like Standard Processes in turn have child workspaces (Management Processes, Support Processes, Value Creation Processes). | ||
+ | |||
+ | Each of these workspaces, irrespective of where it is in the hierarchy will have the same structure (Home, Process, Management, and Administration) | ||
+ | |||
+ | [[https:// | ||
===== Workspace navigation ===== | ===== Workspace navigation ===== | ||
- | ==== Which workspace | + | ==== Landing |
When you log into Stages, you will be taken to Home (landing page) of the top-most-level workspace. | When you log into Stages, you will be taken to Home (landing page) of the top-most-level workspace. | ||
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In the given example, Company is the top-most-level in Stages. | In the given example, Company is the top-most-level in Stages. | ||
- | {{ :general:workspace3.png? | + | [[https:// |
You can use the Home (landing page) to access the content of your choice. | You can use the Home (landing page) to access the content of your choice. | ||
- | ==== How to know which workspace | + | ==== Current |
The top left corner will always show you the workspace you are currently in. | The top left corner will always show you the workspace you are currently in. | ||
- | At any point of time, you can click on it, to get to another workspace. Once you are in that workspace, you will see its name in top left corner. | + | At any point in time, you can tap or click on it, to get to another workspace. Once you are in that workspace, you will see its name in the top left corner. |
- | In our example, we are in Company workspace and can access other workspaces clicking on Company. | + | In our example, we are in the Company workspace and can access other workspaces |
- | ==== How do I get to another workspace? ==== | + | ==== Navigating |
- | To navigate to another workspace, click on the workspace name on top left corner. | + | To navigate to another workspace, click on the workspace name on the top left corner. |
You will be shown below options to get to another workspace of your choice: | You will be shown below options to get to another workspace of your choice: | ||
- | My: It shows you the most recent workspaces accessed by you. You can mark a workspace from that list as favorite by clicking on the star. You will always see your favorite spaces under ‘My’ every time you log into Stages. | + | **My:** It shows you the most recent workspaces accessed by you. You can mark a workspace from that list as a favorite by clicking on the star. You will always see your favorite spaces under ‘My’ every time you log into Stages. |
- | Browse: If you wish to see the hierarchy of your workspace, click on Browse. Remember, if you want to access the child workspace, then you must click on the arrow to get there. In our example, we would click on arrow next to Governance to access its child workspaces. | + | **Browse:** If you wish to see the hierarchy of your workspace, click on Browse. Remember, if you want to access the child workspace, then you must click on the arrow to get there. In our example, we would click on the arrow next to Governance to access its child workspaces. |
- | Also, when you search within the ‘Browse’, | + | [[https:// |
- | Search: If you know the name of specific | + | Also, when you search within |
- | Archive: Here you can view all the workspaces marked archived by system administrator. | + | **Search:** If you know the name of specific workspace that you are looking for, using the ‘Search’ functionality is a quick way to get there. You will see search results from entire Stages. |
- | ==== What happens when I click on the workspace | + | **Archive: |
+ | ==== Getting into a workspace ==== | ||
By default, when you click on the workspace you want to be in, you will be taken to Process where you can view your workflow and activities and other process elements. This is where a typical user or modeler would want to be in to access the process. | By default, when you click on the workspace you want to be in, you will be taken to Process where you can view your workflow and activities and other process elements. This is where a typical user or modeler would want to be in to access the process. | ||
- | ==== How do I access Managment, Reports and Administration | + | [[https:// |
+ | |||
+ | ==== Accessing Management, Reports, and Administration ==== | ||
+ | |||
+ | Once you are in the workspace of your choice, simply click on the Home button to view the Management, Reports, and Administration area of your workspace. | ||
- | Once you are in workspace of your choice, simply click on Home button to view Management, Reports and Administration area of your workspace. | + | [[https:// |