How To: Department Lead/ Administrator

General & Settings

• Settings - My Profile
• Settings - Security (Administrator)
• Settings - Leaderboard Feeds (Administrator)
• Settings - SOP Categories (Administrator)
• Settings - System Roles (Administrator)
• Settings - My Team (Administrator)

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Customer Journey Mapping

• Access a Customer Journey Map
• Create a New Customer Journey
• Zoom in and Zoom Out
• Edit or Delete an Action Box
• Move Single and Multiple Action Boxes
• Create and Edit Path Labels in a Customer Journey Map

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Service Blueprint

• Access a Service Blueprint
• Convert a CJM to a Service Blueprint (Create a Service Blueprint)
• Add a Description to a Card in a Service Blueprint
• Upload an Image to a Service Blueprint
• Create an Action in a Service Blueprint
• Import Actions from a Standard Operating Procedure

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Pain Points

• Website - Create a New Pain Point (Department Lead)
• App - Create a New Pain Point (Department Lead)
• Website - Resolving a Pain Point (Department Lead)
• App - Resolving a Pain Point (Department Lead)

Standard Operating Procedures (SOPs)

• Create a SOP (Administrator, Department Lead)
• Create a New Version of a SOP
• Create an Action from a SOP
• View Collaborations in the SOP
• View/ Add Collaborators in the SOP
• Publish a SOP

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Task Scheduler

• Website - Schedule a Task (Department Lead)