Portal2Progress User Guide
Contents
1. PO rtal D An opportunity to have your say in the J PROGRESS future of our organisation GOVERNMENT OF WESTERN AUSTRALIA Portal2Progress User Guide 1 Post an Idea When you post an idea or a comment about an idea it can be read by all FESA staff and volunteers You should therefore consider that any post or comment is public You should keep this in mind when posting or commenting within the Portal2Progress 1 Select Post Idea Post Idea 2 Enter the title of the idea amp describe your idea briefly 3 Upload any relevant attachments 7mb max 4 Select category from a drop down list 5 Add any key words that will help find the idea later 6 Specify who your idea will benefit 7 Acknowledge that any post you add can be read by all FESA staff and volunteers 8 Youcan then preview your idea or save it as a draft to return to it later You can find the draft on the right hand side of the Home page under My Drafts 9 Select Post Idea Your idea will appear on the Portal2Progress straight away 2 View Ideas There are many ways you can access all the ideas submitted A Ideas Summary On the home page below the Latest Portal Activity link P2P User Guide 2011 11 30 v1 1 G PO rtal D An opportunity to have your say in the j 2 PROGRESS future of our organisation GOVERNMENT WESTERN AUSTRALIA B Idea Categories On the home page click on any of the2. email alert options Follow the prompts i P2P User Guide 2011 11 30 v1 1 2 Portal An opportunity to have your say in the PROGRESS future of our organisation GOVERNMENT OF WESTERN AUSTRALIA 6 Note your favourite ideas Click on the star alongside an idea to mark it as a favourite You ll then be able to see that idea along with all your other favourites Go to the Ideas List tab and click on My Favourites 6 Idea Status Flags The status of an idea will change as it is assessed reviewed and adopted Pending The idea is awaiting initial review PMO Review The Project Management Office PMO which is managing the ideas submitted via P2P is conducting an initial review Depending on the nature of the idea the PMO may coordinate an initial review with relevant business areas and forward a Project Proposal to the Corporate Leadership Team CLT for consideration of further development via business case CLT Review The idea has been forwarded to the CLT for consideration This will potentially comprise separate review stages for the idea These may include endorsing the initial review by the PMO directing that a Business Case be prepared approving a Business Case and initiating a project Adopted Business As Usual BAU The idea has been adopted and assessed as an action that can be undertaken by the appropriate business area without requiring it to be a project managed by the PMO ie it does
3. not require further CLT review and approval Adopted Project The idea has been adopted as a project and will now be managed via the project management process Not Adopted The idea has not been adopted The PMO will provide feedback to the person who posted the idea as to why it was not adopted On Hold The idea has been adopted as a project but has been put on hold The PMO will provide feedback to the person who posted the idea about why the project has been put on hold Completed The project or action arising from the idea has been completed P2P User Guide 2011 11 30 v1 1 3
4. ideas categories to see all ideas categorised under a particular category C Keyword Cloud On the home page click on a word within the keyword cloud and all you see all ideas tagged with that word D Status On the home page click on any status to see all ideas with that status E Within your profile Click on My Profile to see all the ideas you ve submitted 3 Edit your Profile You can edit options including 1 Change your Profile Picture images should be suitable for a workplace site and copyright rules apply First Last name Attributes Job Title Address Phone Work History Skills Timing of email alerts oe Note your login name should be left as your First and Last Name so your peers recognise the ideas you have posted 4 Change your password 1 Gotothe My Profile page 2 Click Edit Your profile 3 Click Change Password 4 Follow the prompts 5 Set your email alerts Email alerts are sent when a category or idea you subscribed to is updated You can choose how often your email alerts are sent Please note that the P2P is run on an external application which is designed and managed in America The standard time is therefore set to New York time which is 12 hours behind WA This means that if you want to receive your notification at say 10am you should set your notification time to 10pm Go to the My Profile page Click Edit Your profile Scroll down to get to the
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