Welcome to The Edge! This course is designed for Planners who want achieve strategies set by leaders. Our platform will enable you to view all your plans 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 for Planning Platform 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 plan.
To go to the course click HERE
Home Page
Once you have logged into The Edge for Planning, 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. Plan you will be taken directly to see all Planned or Planning 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 plans assigned to you.
Finally your Profile will take you to your account, private messages and settings.
Sorting the Grid
Within the Grid you can sort the columns eg. by Status to organise your items further.
To sort a column click:
- On the column heading box to filter item ascending or descending.
- The filter icon to find or sort for something specific.
Plan Item Record
Once you have clicked on the name of the plan you will be taken to a page like this. This is the Planning Item Record. As an Planner 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 planning item.
