OGSM.online onboarding

How to Quickly Get Started with OGSM.online? This article will help you, as a super admin of OGSM.online, get up and running quickly.

You are a super admin if you have the ‘Super admin’ role in the environment. This means you have access to all settings and user management. You will see the ‘Admin’ option in the menu.

Read more about roles and permissions.

Setting Up OGSM.online

Email for super admins

When you log in for the first time as a super admin, we’ll send you an email with brief instructions. This includes information about:

• The OGSM model
• The layout of OGSM.online
• Creating OGSMs and the methodology for monitoring progress and results
• Creating teams and adding tools to a team
• Setting up the organizational structure

Checklist for super admins

The checklist also provides an overview of the settings. You can track which items you’ve already reviewed by checking them off. You can find the checklist by clicking on ‘Admin’ in the menu.

Support for super admins

Knowledge Base and Helpdesk

In addition to the email and checklist, you can consult our knowledge base. You’ll find extensive information about the platform here. Do you still have questions? Send an email to the helpdesk: help@toolsfactory.nl

Or use the question mark in the bottom right corner of the screen.

Training for super admins

Together with our implementation partners, we offer training for super admins of OGSM.online. The training provides knowledge of OGSM and the capabilities of OGSM.online for users, as well as insight into the settings of OGSM.online. This allows you, as a super admin, to answer user questions and manage the settings yourself. The training takes about 2 hours.

Support for users, OGSM ambassadors and process owners

Users are all people who have access to OGSM.online. They do not have access to the settings. However, they can be ‘Administrators’ of one or more teams.

Read more about roles and permissions.

‘OGSM ambassador’ or ‘process owner’ is not an official role in the system, but a name we give to users who have received extra training and can help their colleagues with using OGSM.online. Process owners facilitate one or more teams in the execution of action and strategy review sessions.

Introduction email

Users also receive an email after logging in for the first time. This includes information about:

• The OGSM model
• The layout of OGSM.online
• Creating OGSMs and the methodology for monitoring progress and results

Knowledge base and helpdesk

In addition to the email and checklist, users can consult our knowledge base. For questions, they can contact the helpdesk: help@toolsfactory.nl

Training for users

The training provides an introduction to OGSM online, enabling users to utilize the tool optimally when working with OGSM. The training takes one hour.

Training for OGSM ambassadors and process owners

We delve deeper into the functionality than in the training for regular users. We also actively work with the possibilities of the platform. The training takes two to four hours.

Trainings

The trainings for super admins, users, and super users are provided by our implementation partners. They know all the ins and outs of the platform and are experienced trainers. The trainings can be given both in-person and online. Interested? Contact your implementation partner or send a message to help@toolsfactory.nl.