ADMINISTRATION & SETUP 2015 v1.6

2 APPENDICES 1. USER MANAGEMENT……………………… FACILITATOR CONTROLS………………………16 3. MODEL COPY, EXPORT, LOCK…………… DATA IMPORT………………………………………29 6. COMPLETE TASKS……………………………… RATING ASSIGNMENTS………………………… REPORTING…………………………………………77

3 1. USER MANAGEMENT

User Management A. RegistrationB. Forgot PasswordC. Change PasswordD. Application TimeoutE. Notifications 4

A. Registration Overview Invited users register themselves from this landing page. Save redirects to instance. Admins & Facilitators add users by to system level or decisions. is then sent to users to register Added to System, Decision, Request, or Temp User Registration Sent with link Directed to Registration Landing Page Complete Registration Directed to Instance 5

Registration of New Users – Step-By Step 1. Click Add User 2. Enter address (or multiple addresses and choose role 3. User Receives to Register TO: User FROM: Administrator DATE: Month/Day/Year RE: Complete Your Decision Lens Registration If you have added a personal message, it will appear here 6

5. Welcome 3. User Receives to Register TO: User FROM: Administrator DATE: Month/Day/Year RE: Complete Your Decision Lens Registration If you have added a personal message, it will appear here 4. Invited users register themselves from this landing page. Save redirects to instance. Registration of New Users – Step-By Step 7

B. Forgot Password Link in takes user to landing page to change password. Once changed, user is directed to property they clicked forgot password from User Entered Forgot Password Sent Landing Page to Change Password Redirect to Initial DL Site to Login Forgot PW Link Clicked 8

C. Change Password Change Password Please enter a new password Once password is changed, user stays logged in and is taken back to their settings page Password can be changed from users settings. 9

Instance Users Instance Users are those individuals that will create, administer, and facilitate models, or participate in a model, within an instance. User roles include:  Group Admin  Portfolio Creator  Participant Once the administrator has created a user profile, the user can be affiliated with a model as a participant. The model creator is, by default, a Facilitator. 10

User Management- Assign Roles cont. 11

Model Participants Participants are those individuals that will facilitate, rate, or review the model. Model roles include:  Owner  Voting Owner  Voter  Reviewer  Voting Reviewer Once the administrator has created a user profile, the user can be affiliated with a model as a participant. The model creator is, by default, a Facilitator 12

Model Participant Roles and Permissions 13

Add, Remove, Assign Roles for Participants from Inside a Portfolio 14 Click on the Add Participant button to manage decision participants. This will open the Add User to Portfolio box 11 Type the new participants address. Then set the portfolio role. Click ADD PEOPLE to send them the registration . 22

15 2. FACILITATOR CONTROLS

Decision Lens Homepage Task based actions List of available Portfolios DLU educational content User submissions for potential Alternatives Decision Lens news feed Quick links for specific sections

Select a Task, Open a Portfolio Click Open next to the Portfolio name that you wish to enter 11 Select the Task you wish to complete. Tasks are on homepages only when participants are asked to Rate Alternatives, Establish Priorities, or complete Submission Requests

18 4. MODEL COPY, EXPORT, LOCK

About Model Copy, Import and Export Functions 19 Copy a decision model from the lobby  Includes option to exclude decision alternatives Export decision models to CMF files Import decision model from CMF or ANP file formats.CMF Export Import.CMF DL

Copy Decision Model 20 From the lobby, select the model to be copied. Click the drop- down menu icon located to the left of the model name. Select COPY DECISION TO NEW DECISION to continue

Copy Decision Model cont. 21 Confirm the decision model to be copied. Type in the new model name in the text box. Click COPY DECISION TO NEW DECISION to continue

Check the Copy Alternatives checkbox to include the alternatives from the original decision model or uncheck the box to exclude them, type in the new model name in the text box and click COPY to continue Copy Decision Model cont

Copy Decision Model cont. 23 Note the new decision model in the lobby once the copy has been completed

Export Decision Model 24 From the lobby, select the model to be exported to a new.CMF file. Click the drop-down menu icon located to the left of the model name. Select Export decision to CMF file

Export Decision Model cont. 25 A confirmation dialogue box will appear. Select SAVE to continue

Export Decision Model cont. 26 A new dialogue box will appear. Navigate to the desired drive location and folder for saving the file. Type in the fine name. Select SAVE to complete the decision model export

Lock a Decision Model: Establish Priorities & Rate Alternatives Provides a mechanism to control participant access to decisions If a model is locked, participants who have permission to access the decision will not be able to enter or change data Key Benefits:  Portfolio Managers can lock decisions individually for either Establishing Priorities or Rating Alternatives  Data and prioritized lists remain consistent in the event that a participant tries to change their input  Confidence in knowing that decisions and outcomes can be defended long after they have been completed because there have been no changes made 27

Lock a Decision Model: Establish Priorities & Rate Alternatives 28 From the lobby, lock participants from Establish Priorities or Rate Alternatives interface by sliding the bar from left to right. 11 If a model is locked, participants who have permission to access the decision will not be able to enter or change priorities or ratings data. If a participant is inside a model when it is locked, they will be prompted immediately of the model locking and kicked out of the model and back to the lobby screen. 1 1

29 5. DATA IMPORTING

About Data Import 30 Import data from Excel spreadsheets directly into DL3, saving time and effort Import functionality is available for:  Criteria Names  Criteria Descriptions  Alternative Names  Alternative Descriptions  Alternative Groups  Ratings Data  Resource Budget Data Data Criteria Strong/ Weak

Initiate Data Import 31 From the lobby, select the Import model data from spreadsheet from the drop- down menu. If the model is open, the system will notify you the model will close for the import process and all other users in the model will be locked for the duration of the import. Click YES to continue to the Data Import Utility

Select the Spreadsheet 32 Once in the Data Import Utility, click Select Spreadsheet and navigate to the worksheet which contains the data you want to import. Click NEXT to continue

Initiate Data Import 33 If the selected spreadsheet has multiple worksheets, use the dropdown to select which worksheet from which you want to import. Click NEXT to continue

Identify the Type of Data to Import 34 Select one of the radio buttons to indicate what type of data you are importing. Note that criteria and alternatives must be imported first if starting with a new model. Click NEXT to continue

Select the Data Import 35 Highlight the rows that contain the data you want to import. Note you can use SHIFT to select groups of rows, or CTRL to select multiple individual rows. ALT can be used to advanced selection options. Click NEXT to continue 11 Note: If your columns and rows are flipped-flopped, you can set them straight by clicking TRANSPOSE DATA 1 1

Select and Map Spreadsheet Columns 36 If you are importing alternatives, descriptions, etc., you will be asked to select and map the columns which contain the specific data in the spreadsheet to the corresponding categories in the model. Click on the column header to select. Click NEXT to continue

Preview Data 37 Review the data imported for accuracy and then click IMPORT 11 11

Resolve Errors 38 Decision Lens includes a data validation and reconciliation step should the data in the spreadsheet not exactly match the model (e.g. spelling, spacing, capitalization, etc.). Follow the on-screen instructions to resolve any discrepancies ?

Review Data The blue status bar will darken from left to right as the data is successfully imported into the system 39 Click FINISH to complete the data import

Complete an Import Once you are finished, you may continue to import data either from the same spreadsheet or another spreadsheet or launch the model 40

Special - Importing Ratings Data 41 If you select Ratings Data, you will be asked for which user you are importing data. Note you can also import data for a new user or all users

Importing Ratings Data Select and Map Spreadsheet Columns 42 If required, after selecting a column, map that column to the existing criteria (for ratings import). Click NEXT to continue

Importing Ratings Data Resolve Errors 43 Click the item from your worksheet, then click the DL3 model element to which it maps. Click NEXT to continue 11 Note: If you make a mistake, remove the mapping by clicking Undo

Importing Ratings Data Review Data 44 Review the data and make sure the import screen matches the data you intended to import. Click IMPORT to continue 11

45 6. COMPLETE TASKS ESTABLISH PRIORITIES COMPLETE TASKS AT YOUR CONVENIENCE RATE ALTERNATIVES

Tasks At Your Convenience: Establish Priorities 46 Portfolio Participants can access the Pairwise Voting and Rate Alternatives by clicking on the ESTABLISH PRIORITIES and RATE ALTERNATIVES from the TASKS section on the Homepage

Establish Priorities 47 You are presented with the first comparison in the set Clicking the Establish Priorities Task launches the screen for completing assigned pairwise comparisons

Establish Prioritize – cont. 48 Each person makes judgments by clicking the cell they want or using their keypad. First, evaluate which criteria is more important. Second, evaluate by how much using the Equal to Extreme scale. (By default the software will begin the voting at the parent level) 11 Criterion Description 1 1

Navigating Through Establish Priorities 49 SELECT GO TO NEXT

Navigating Through Establish Priorities cont. Click GO TO NEXT to move to the next comparison until all criteria have been compared to each other Click to Show Navigation expands / collapses the comparison sets

Navigating Through Establish Priorities cont. Click on NEXT or NEXT SET to move to the next comparison until all criteria have been compared to each other

Establish Priorities – Search Feature In the search box, click on the name of a criterion to go directly to that vote The solution will take you directly to that criterion Alignment

Establish Priorities – Criteria Tree Click the Tree View icon to show the criteria framework. Paired comparisons are done at each level in the tree 11 Parent Level Children Level 1 1

Establish Priorities – Priority Graph Once all stakeholder input is completed in all sets, the Priority Graph will show the priorities with respect to the Decision Goal

Establish Priorities – Priority Graph cont. The view of the graph can be changed by clicking on the different options, Ascending, Descending and Original Click GO TO NEXT to proceed to the next priority graph for the next set of criteria

Establish Priorities – Percentage Bar The percentage bar shows your progress. When the bar reads 100% Complete all inputs are collected 11 Exit the Pairwise interface by clicking the on the top right of the screen. This will take you back to the lobby where you can access the Rate Alternative interface

Tasks At Your Convenience: Rate Alternatives 57 Portfolio Participants can access the Pairwise Voting and Rate Alternatives by clicking on the ESTABLISH PRIORITIES and RATE ALTERNATIVES from the TASKS section on the Homepage

Rate Alternative – Interface Screen 58 The AYC Rate Alternatives button launches the screen for rating alternatives 11

Rate Alternatives – Interface Screen 59 Rate the alternative, i.e. Project 1 respect to the criteria, Improve Safety and Security, on the scale 11 Click NEXT or GO TO NEXT to proceed to the next comparison or next set of alternatives 22 2a 2b Alternative Criterion Scale Description 1 1

Rate Alternatives – Entering Comments 60 To enter comments for any judgment, click Comment on Your Rating

Rate Alternatives – Entering Comments cont. 61 Add your comment in the space provided and click SUBMIT 11 The Intensity and Category may be chosen for each comment as well from the drop down menus

Rate Alternatives – Entering Comments cont. 62 To delete a saved comment, click the To exit, the comments screen and return to the voting screen, click

Rate Alternatives – Search Feature 63 Use the Quick Search box to search for a particular alternative

Rate Alternatives – Percentage Bar 64 The percentage bar shows your progress in the voting process. When the bar reads 100% Complete you have completed rating alternatives

Rate Alternatives – Results Icon 65 The RESULTS icon can be accessed at any time to show your progress and the Priority Graph

Rate Alternatives Results - Priority Graph 66 Clicking the alternative name (e.g. Project 2) will navigate to the first rating for that alternative 11 Clicking the bar segment (e.g. Likelihood of Success) will navigate to the alternative’s rating for that criterion

67 7. RATING ASSIGNMENTS

Ratings Assignments Decision Admins will be able to specify which individuals rate on which ratings. This capability will improve process efficiency as well as user experience with simplified navigation and targeted interaction to eliminate unnecessary clutter for workflow items not pertaining to a particular user.

Ratings Assignments – Criteria Ratings By default, all participants are assigned all criteria ratings 69 To assign a participant specific criteria ratings, click the “Criteria” link in the dropdown 11 Selected criteria to rate appear in blue 22 Number of criteria to rate will be displayed in the orange “ASSIGN” button

Ratings Assignments – Criteria Ratings cont. Two ways to assign criteria 70 Click “Select All” box to deselect all criteria ratings. 11 Select criteria for participant to rate one by one. 22 Deselected criteria will be displayed in white. Selected criteria will be displayed in blue. Selecting a parent criteria will automatically select children criteria Must have a minimum of one criteria. Once completed selecting criteria to rate, click orange assign button. Orange assign button will display total number of criteria participant will rate

Ratings Assignments – Alternative Ratings By default, all participants are assigned all criteria ratings 71 To assign a participant specific criteria ratings, click the “Alternatives” link in the dropdown 11 Selected criteria to rate appear with a blue check 22 Number of Alternatives to rate will be displayed in the orange “ASSIGN” button

72 Ratings Assignments – Alternative Ratings cont. Click the “Select All” box from default state to deselect all alternative ratings Select desired alternatives to rate one by one Click the “Select All” box from default state to deselect all alternative ratings Select desired alternatives to rate one by one 11 Two ways to assign a participant specific alternative ratings: Deselect unwanted alternative ratings one by one 22 Must have at least one alternative assigned When completed selecting alts to rate, click the orange “ASSIGN” button to save new assignments Total number of selected alternative ratings will be displayed in orange Alternative groups are collapsible Only one alternative category can be displayed at a time within one alternative group

Ratings Assignments – Alternative Ratings Tips 73 Click arrow to collapse or expand Alternative Groups 11 Click in title bar of alternative category to display alternatives within 22 Select all box in each alternative category

Ratings Assignments – Participant AYC View Tile Navigation will contain only alternatives and criteria that have been assigned

Ratings Assignments - Progress The rating progress column allows facilitators to view the progress of each individual participant within a model Total amount of ratings assigned Amount of ratings completed Progress of ratings for each participant is visible in orange. Facilitators can view how many total ratings each user has been assigned to rate and how many ratings they have completed. Participants that has completed ratings will show as: Completed Progress tracker does not require ratings assignments. Note: View of rating progress column sorted in ascending order

76 8. REPORTING

Reports: Excel Export and Snapshot Tools 77 The Excel report will then download and you can click OK to open the report 22 To export information to Excel, click from within the different tabs in the solution

Additional Assistance For support with respect to bugs or account issues, please contact us directly Online help: and Call: and press option 3 between 8:30am and 5:00pm (Eastern). Please leave a message. 78