Navigating home

The Outcome Chains homepage is simple by design with tooltips to help you navigate the application.

 

Once logged in to the homepage, you will see “My OCs” at the top left of your screen.  A list of all the OCs that have been shared with you and those you have created will be displayed on the main screen. Also displayed on this screen will be your permission level (edit or view only) as it relates to each OC.

Creating an OC

The option to create an OC is located at the top right of your homepage.

 

 

From here you can choose to create from scratch or from a template depending on your role and level of access.

 

To learn more about creating an OC, please read the “Introducing an OC” section of the Help Center and open “Templates“.

Organize your OCs

Categories help you organize your OCs however you want and are unique to you. If you’d like to add a category or make any changes, click on:

 

1) All Categories

 

2) My Categories

 

3) Edit Categories

 

4) Finally, enter a name for your category and click done when finished.

 

 

“All Categories” is a drop down menu listing:

My Categories – Find a list of your categories

 

I Created – Find the OCs you’ve created.

 

I Shared – Find the OCs you’ve shared.

 

Shared With Me – Find the OCs that have been shared with you.

 

OC Templates – Find a list of all the OCs that have already been built by subject matter experts (SMEs). These will have links and storylines. You can duplicate the template to make any adjustments (edit content).

 

Archived OCs – Find a list of deleted OCs you can view or restore.  Scroll to the very bottom to clear all. Note this field is empty until you decide to archive an OC.

 

Let’s look at the workspace under My OCs and the different menu icons there.

OC Options – Menu icons

Hover over the “Boost Spaceship Profits with Watson” Outcome Chain to learn about the icons.

Each OC is clearly labeled to show if you have edit or view only permission.

Present Mode

Click on the first icon to present your OC row by row. This is ideal if you are ready to present to your customer.

 

Restart

The second icon restarts your presentation.

 

Share the OC 

The third icon – the arrow – shares your OC to a room. Use this option to collaborate with your team ideally, if you are a sales manager.

Once you click on the arrow, you’ll see “Share OC to a new room” or “open an existing Room with this OC inside”. Learn more about Creating a Room.

 

Analytics

The fourth icon opens up analytics for this OC and helps you understand how it is performing.

 

OC Menu Options 

Now click on the 3 dots to see the menu options behind it. These will vary depending on your level of access to that OC.

 

Settings

Use the settings icon to view the OC Settings including the OC summary.

Duplicate

If you are a sales rep and you’ve found an OC that you want to work with, you can easily duplicate it to make any needed edits before a presentation.

Make Template

Use this option to turn an OC you’ve created into a template. This will create another OC, same as the original, as a “read-only” OC for all other team members to see and use in a presentation (not edit).

Templates will automatically get updated if the owner makes them.

Edit Category

Click here to change the category.

Who Has Access

Click here to see who has access to this OC and their permission level.

Delete

The option to delete an OC is available only to authors of the chain or team Admins.

Let’s explore the search and sort options in the workspace under My OCs.

 

Sort

Use the sort feature next to All Categories to sort how your OCs are listed.

 

Search Bar

Use the search feature to find an OC, links, storylines or attachments.

Let’s take a look at Grid and List view, the two ways to explore My OCs.

 

Grid View

Here is My OCs in grid view.

 

List View

Here is My OCs in list view.

What is a Room?

Rooms allow you to share, present and collaborate on an Outcome Chain with your team. 

 

Click on My Rooms in the navigation menu to view any rooms you have created or been invited to.

 

You can learn more about navigating a room in the Socializing your OCs section of the Help Center.

Creating a Room

To create a room, simply click on the “Create a Room” option at the top right of your My Rooms screen.

 

You can learn more about creating a Room in the Socializing your OCs section of the Help Center.

Room Categories

Room categories allow you to organize rooms as you see fit (i.e. by company, industry and so on). You can access room categories by clicking on All Categories in the My Rooms tab.

I created – A list of the Rooms you have created.

Invited to – A list of the Rooms you’ve been invited to.

Archived Rooms – A list of deleted Rooms you can view or restore.  Scroll to the very bottom to clear all. Note this field is empty until you decide to archive a Room.

Let’s look at the workspace under My Rooms and the different menu icons there.

 

 

Click on the 3 dots to see the menu options behind it. These will vary depending on your level of access to that OC.

Disable Notifications

Click here if you want to disable any notifications from this Room.

Remove Yourself

Click on this option to remove yourself from the room.

Archive

If you are the room owner, you’ll see additional options to archive the room.

Let’s explore the search and sort options in the workspace under My Rooms.

 

Sort

Use the sort feature next to All Categories to sort how your Rooms are listed.

Search

Use the search feature to find a room or participant by entering a key word or a person’s name.

How to access the help center:

Click on the question mark to view the Help center and learn more about Outcome Chains.

What are notifications?

Browser notifications allow you to receive updates within your browser when key events occur within the app (i.e. new message in a room).

 

Click on the bell icon to turn browser notifications on or off.

Learn about the different license types we offer:

We offer multiple unique license types to cater to users with different needs:

• Basic
• Advanced
• Pro
• Admin

Click on the arrow button to upgrade your account and then click on “Upgrade your license”.

Here you can see information about your current license and the other available options.

Learn about teams, accessing your account and more:

 

Every user belongs to at least one team, some belong to multiple. Each team can represent an entire company (ABC Inc.) or multiple departments in a company (Marketing, Business Development and so on).

 

Within each team, you may have different roles (builder vs admin) and access to different OCs, Rooms and more.

 

Click on your team name to access your account and information for that team, and switch between teams if you belong to more than one.