Function documentationOperational Reviews Locate this document in the navigation structure

 

Use the Operational Reviews component to create an online briefing book of views that show a unified story of performance. You can include the following in your operational review:

  • Screens captured in the application

  • PDF files

You can publish the operational review for yourself, for other strategy management users, and you can also share it externally with any email users who do not have direct access to the system.

Operational reviews created in the Operational Reviews component appear in the Operational Review panel in the Home component.

Users who are given permission to view a published operational review can access it in the Home component.

Prerequisites

Your administrator has given you Create Operational Reviews permission, which allows you to create, publish, and maintain operational reviews. Users without this permission can view operational reviews in the Home component and add or review comments about them, but they cannot access the Operational Review component.

Operational reviews are displayed, mailed, and printed as a PDF file. The user sending the email, the user printing the operational review, and the user receiving the email must have Acrobat Reader installed.

Features

The Operational Reviews component has the following features:

  • Create an operational review.

    Users can view the entire operational review regardless of whether they have access to the contexts from which you captured the screens. Users can access an operational review from multiple contexts if they have access to all the contexts shown in your operational review.

    You create an operational review that contains screens from context A and context B. You publish the operational review and assign various application groups to it.

    Users who have access to context A see the operational review in the Published Operational Reviews section in the Home component when they are viewing context A. When they display the published operational review, they see all screens, even the ones from context B, which they do not have access to.

    Users who have access to context B see the operational review in the Published Operational Reviews section in the Home component when they are viewing context B. When they display the published operational review, they see all screens, even the ones from context A, which they do not have access to.

    Users who have access to context A and context B see the operational review in the Published Operational Reviews section in the Home component when they are viewing context A and context B. When they display the published operational review, they see all screens.

    If you have created an operational review that is unpublished, you can access the operational review from the Home component when any context used in the operational review is selected.

    For information, see Creating an Operational Review.

  • Review a published or unpublished operational review.

    For information, see Reviewing an Operational Review.

  • Maintain an operational review.

    For information, see Maintaining Operational Reviews.

  • Publish your operational review to the Operational Reviews panel in the Home component, or unpublish it.

    For information, see Publishing and Unpublishing Operational Reviews.

  • Print an operational review or just one screen from the operational review.

    For information, see Printing an Operational Review.

  • Mail an operational review or just one screen from the operational review. You can send mail to any email recipient, regardless of whether the recipient is a strategy management user.

    For information, see Mailing an Operational Review.

  • When you return to the Home component after creating an operational review, it appears in the My Operational Reviews section of the Operational Reviews panel. If you edited an existing review, the Last Update date is refreshed to show the date you edited it. If you published, unpublished, or have not published the review yet, the text under the operational review identifies the status (either published or unpublished).