Welcome to The Edge! This course is designed for Achievers who want to turn goals into achievements. Our platform will enable you to view all your goals and actions 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 administrator 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 achieve.
To go to the course click HERE
Home Page
Once you have logged into The Edge Platform, this is the page you will see.
The Home Page is designed for you to immediately see all current action items assigned to you.
NOTE: When you are first being activated as an achiever your Planner or Leader may not have assigned you any action items yet, so this may be empty.
You will note at the top of the page there are 5 TABs. By selecting one you will be taken directly to eg. Issues or Action Items in the Achieving Stage. 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.
Changing the View on the Home Page
The default view on the Home Page is your current items. However, if you want to see other items eg. All Action Items simply click on the down arrow next to the Grid view name and scroll through to find the view you are after.
If you have selected eg. All Action Items view you can choose to make this view the default. Simply click on the pin icon to the right of the view name. The view you are currently on will now be the default whenever you go to the Home page.
NOTE: We recommend you pin the view you view the most. You can change the pinned view back at any time.
Sorting the List View
Within this List you can sort the columns eg. by Start Date to organise your items further.
To sort a column click on the name of the column:
- Once to sort Newest to Oldest
- Twice to sort Oldest to Newest
You will see a small arrow appear next to the name of the column.
To view a item in this list click on the Name in blue.
Action Item Record
Once you have clicked on the name of the item you will be taken to a page like this. This is the Action Item Record. As an Achiever this is where you will spend most of your time. Here you can create checklist items, create a new issue or chat with your company in relation to this action item.
You will see at the top of this page important fields such as % Complete and Achieved Value.
