What's the best way to set up my site? - Overview


 
Opal3 Support
Last Updated: 2 years ago

 

We will usually accompany you closely during your setup period. The following is provided in case you want to go it alone.

You can set up your site in any number of ways, but here’s one systematic path that ensures that you have all of the necessary information when you need it:

1. Go to the [Admin] menu:

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2. Organisational Structure: Add all of your organization’s Business Units:

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3. Users: Add / import all of your users, but for now at least your CEO and your Group Leaders:

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4. General: Go to your General (Site Settings) and complete as required:

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5. Tags: Add / amend your organisation’s performance parameters, such as strategic goals & objectives, outcomes, or markets:

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6. Indicator Levels: Complete / amend as required:

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7. Indicators: Set up your performance indicators:

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