The Planning Edge

Leading in The Edge

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Welcome to The Edge! This course is designed for Leaders who want to effectively strategize. Our platform will enable you to view all your strategies and goals in one place, with the focus on getting the work done, not collating documents, files and emails.

We are here to help you "have the edge", we will be supporting you through courses such as these, as well as our online support site you can access within the platform.

Your admin will have registered you for The Edge and you will have received an activation email that will give you access to the platform.

In this course we will show you how to Lead.

To go to the course click HERE

Home Page

Once you have logged into Streamline Edge, this is the page you will see.

The Home Page is designed for you to immediately see all current items owned by you.

You will note at the top of the page there are multiple TABs. By selecting eg. Lead Hub you will be taken directly to Strategy Items.

You can also use the search bar to find a particular item.

The bell will notify you of any notifications eg. a new message or item assigned to you.

Finally your Profile will take you to your account, private messages and settings.

Lead TAB

As a Business Leader you will be able create strategies and set the levels and teams for your organisation, as well as register new users. The Lead TAB is where you will be able to view all of your strategies.

Strategy Page

When you select a strategy you will be taken to this page. Here you can see reports, teams and item associated with the strategy. We will go into this in more detail later in this course.