How-To Guide

Add Scenario Group

Step 1: Go to Process under Drive on the left side panel of the navigation pane.

Step 2: Click on the Plus icon and select Process to add a new process. (Option to create a folder to group processes - Click on Folder )

Step 3: Give the required Process Name. Please take note that this is a required detail and should filled up properly.

Step 4: Click on SAVE to save the creation done or CANCEL to disregard the creation.

Step 5: Go to the Scenario tab and click on Plus icon to create new scenario group. Board Topic details on right-side panel will be opened for the user to fill details.

Step 6: Key-in the required Topic Name. Please take note that this is a required detail and should filled up properly.

Step 7: Click on SAVE to save the creation done or CANCEL to disregard the creation.

A new scenario group is added and displayed on the screen.

Scenario Group

Add Scenario

Step 1: Go to the desired Scenario group and click on Plus icon. Text box on the right lower corner will appear for the user to input the new item name

Step 2: Key-in new item name and click keyboard enter

A new scenario item is added to the scenario group and displayed on the screen.

Add scenario

Step 3: Select the newly created item to add more scenario details.

Step 4: Give additional information, attach reference file if required.

Step 5: Click on SAVE to save the scenario details update done or CANCEL to disregard the update.

Assign Scenario to Roles

Step 1: Go to desired Scenario group and click on Assign icon, and then the Role assignment right-side panel will be displayed

Step 2: Click on icon and add role suitable from the list. Role selector window will be opened for the user

Step 3: Select the appropriate role from the list and click Insert items.

Step 4: Click on SAVE to save the role assignment details done or CANCEL to disregard the update.

More about Roles

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