ADMINISTRATION & SETUP

2015 v1.62015 v1.6

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APPENDICES

1. USER MANAGEMENT………………………........3 2. FACILITATOR CONTROLS………………………163. MODEL COPY, EXPORT, LOCK…………….......185. DATA IMPORT………………………………………296. COMPLETE TASKS………………………………..467. RATING ASSIGNMENTS………………………….688. REPORTING…………………………………………77

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1. USER MANAGEMENT

User Management

A. Registration

B. Forgot Password

C. Change Password

D. Application Timeout

E. Notifications

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A. Registration Overview

Password

You have been invited to register for Decision Lens. Please complete all fields below.

Invited users register themselves from this landing page. Save

redirects to instance.

Admins & Facilitators add users by email to system level or

decisions. Email is then sent to users to register

Added to System, Decision,

Request, or Temp User

Registration Email Sent

with link

Directed to Registration

Landing Page

Complete Registration

Directed to Instance

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Registration of New Users – Step-By Step

1. Click Add User

2. Enter email address (or multiple addresses and choose role

3. User Receives Email to Register

TO: User Email (UserEmail@organization.com)FROM: Administrator (administrator@decisionlens.com)DATE: Month/Day/YearRE: Complete Your Decision Lens Registration

If you have added a personal message, it will appear here

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5.Email Welcome

3. User Receives Email to Register

TO: User Email (UserEmail@organization.com)FROM: Administrator (administrator@decisionlens.com)DATE: Month/Day/YearRE: 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

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B. Forgot Password

Link in email takes user to landing page to change password. Once

changed, user is directed to property they clicked forgot

password from

User Email Entered

Forgot Password

Email Sent

Landing Page to Change

Password

Redirect to Initial DL Site to Login

Forgot PW Link

Clicked

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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.

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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.

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User Management- Assign Roles cont.

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Role Description

Group Admin Can create new user accounts, add new portfolios, start live meetings, and can be invited to establish priorities and/or rate alternatives

Portfolio Creator Can add new portfolios, start meetings, and can be invited to establish priorities and/or rate alternatives

Participant Can be invited to establish priorities and/or rate alternatives and participate in decisions

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

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Model Participant Roles and Permissions

Role Permissions

Owner • Add/remove portfolio participants• Assign model roles/permissions• Start/End Live Meetings• Edit rights for all model data• Enter and edit ratings for other portfolio participants

Voting Owner • Includes all permissions above• Ratings line for the Facilitator to offer ratings

Voter • Establish criteria priorities and Rate Alternatives• Add comments• Participate in Live Meetings

Voting Reviewer • Cast judgments or ratings on their own time or in a broadcasted session

• Ability to view portfolio data at any time or bypass broadcasted session

Reviewer • Unable to join broadcasts• Ability to view portfolio data at any time

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Add, Remove, Assign Roles for Participants from Inside a Portfolio

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Click on the Add Participant button to manage decision participants. This will open the Add User to Portfolio box

Click on the Add Participant button to manage decision participants. This will open the Add User to Portfolio box

1Type the new participants email address. Then set the portfolio role. Click ADD PEOPLE to send them the registration email.

Type the new participants email address. Then set the portfolio role. Click ADD PEOPLE to send them the registration email.

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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 enterClick Open next to the Portfolio name that you wish to enter

1 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

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

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4. MODEL COPY, EXPORT, LOCK

About Model Copy, Import and Export Functions

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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

.CMFExportImport.CMF DL DL

Copy Decision Model

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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

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

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Copy Decision Model cont.

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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

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

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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

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.

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Copy Decision Model cont.

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Note the new decision model in the lobby once the copy has been completedNote the new decision model in the lobby once the copy has been completed1

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Export Decision Model

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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

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

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Export Decision Model cont.

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A confirmation dialogue box will appear. Select SAVE to continueA confirmation dialogue box will appear. Select SAVE to continue1

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Export Decision Model cont.

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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

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

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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

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Lock a Decision Model: Establish Priorities & Rate Alternatives

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From the lobby, lock participants from Establish Priorities or Rate Alternatives interface by sliding the bar from left to right. From the lobby, lock participants from Establish Priorities or Rate Alternatives interface by sliding the bar from left to right. 1

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.

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.

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5. DATA IMPORTING

About Data Import

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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

CriteriaStrong/

Weak

Initiate Data Import

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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

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

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Select the Spreadsheet

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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 continueOnce 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

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Initiate Data Import

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If the selected spreadsheet has multiple worksheets, use the dropdown to select which worksheet from which you want to import. Click NEXT to continueIf the selected spreadsheet has multiple worksheets, use the dropdown to select which worksheet from which you want to import. Click NEXT to continue1

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Identify the Type of Data to Import

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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 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

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Select the Data Import

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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 continueHighlight 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 continue1

Note: If your columns and rows are flipped-flopped, you can set them straight by clicking TRANSPOSE DATA

Note: If your columns and rows are flipped-flopped, you can set them straight by clicking TRANSPOSE DATA

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Select and Map Spreadsheet Columns

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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

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

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Preview Data

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Review the data imported for accuracy and then click IMPORTReview the data imported for accuracy and then click IMPORT1

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Resolve Errors

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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

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Review Data

The blue status bar will darken from left to right as the data is successfully imported into the system

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Click FINISH to complete the data importClick FINISH to complete the data import1

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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

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Special - Importing Ratings Data

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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 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 1

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Importing Ratings DataSelect and Map Spreadsheet Columns

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If required, after selecting a column, map that column to the existing criteria (for ratings import). Click NEXT to continueIf required, after selecting a column, map that column to the existing criteria (for ratings import). Click NEXT to continue

Importing Ratings DataResolve Errors

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Click the item from your worksheet, then click the DL3 model element to which it maps. Click NEXT to continueClick the item from your worksheet, then click the DL3 model element to which it maps. Click NEXT to continue1

Note: If you make a mistake, remove the mapping by clicking UndoNote: If you make a mistake, remove the mapping by clicking Undo

Importing Ratings DataReview Data

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Review the data and make sure the import screen matches the data you intended to import. Click IMPORT to continueReview the data and make sure the import screen matches the data you intended to import. Click IMPORT to continue1

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6. COMPLETE TASKS

ESTABLISH PRIORITIES

COMPLETE TASKS AT YOUR CONVENIENCE

RATE ALTERNATIVES

Tasks At Your Convenience: Establish Priorities

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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

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You are presented with the first comparison in the setYou are presented with the first comparison in the set

Clicking the Establish Priorities Task launches the screen for completing assigned pairwise comparisons

Clicking the Establish Priorities Task launches the screen for completing assigned pairwise comparisons

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Establish Prioritize – cont.

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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)

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)

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Criterion DescriptionCriterion Description

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Navigating Through Establish Priorities

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SELECTGO TO NEXT

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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 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 setsClick to Show Navigation expands / collapses the comparison sets1 2

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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

Click on NEXT or NEXT SET to move to the next comparison until all criteria have been compared to each other

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Establish Priorities – Search Feature

In the search box, click on the name of a criterion to go directly to that voteIn the search box, click on the name of a criterion to go directly to that vote

The solution will take you directly to that criterionThe solution will take you directly to that criterion1 2

Alignment

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Establish Priorities – Criteria Tree

Click the Tree View icon to show the criteria framework. Paired comparisons are done at each level in the treeClick the Tree View icon to show the criteria framework. Paired comparisons are done at each level in the tree1

ParentLevel

ChildrenLevel

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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

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 criteriaClick GO TO NEXT to proceed to the next priority graph for the next set of criteria1 2

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Establish Priorities – Percentage Bar

The percentage bar shows your progress. When the bar reads 100% Complete all inputs are collected

The percentage bar shows your progress. When the bar reads 100% Complete all inputs are collected

1Exit 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

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

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Tasks At Your Convenience: Rate Alternatives

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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

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The AYC Rate Alternatives button launches the screen for rating alternatives The AYC Rate Alternatives button launches the screen for rating alternatives 1

Rate Alternatives – Interface Screen

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Rate the alternative, i.e. Project 1 respect to the criteria, Improve Safety and Security, on the scale

Rate the alternative, i.e. Project 1 respect to the criteria, Improve Safety and Security, on the scale

1Click NEXT or GO TO NEXT to proceed to the next comparison or next set of alternatives

Click NEXT or GO TO NEXT to proceed to the next comparison or next set of alternatives

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2b

Alternative

Criterion

Scale

Description

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Rate Alternatives – Entering Comments

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To enter comments for any judgment, click Comment on Your Rating To enter comments for any judgment, click Comment on Your Rating 1

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Rate Alternatives – Entering Comments cont.

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Add your comment in the space provided and click SUBMIT

Add your comment in the space provided and click SUBMIT

1The Intensity and Category may be chosen for each comment as well from the drop down menus

The Intensity and Category may be chosen for each comment as well from the drop down menus

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Rate Alternatives – Entering Comments cont.

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To delete a saved comment, click the To exit, the comments screen and return to the voting screen, clickTo delete a saved comment, click the To exit, the comments screen and return to the voting screen, click1

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Rate Alternatives – Search Feature

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Use the Quick Search box to search for a particular alternativeUse the Quick Search box to search for a particular alternative1

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Rate Alternatives – Percentage Bar

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The percentage bar shows your progress in the voting process. When the bar reads 100% Complete you have completed rating alternativesThe percentage bar shows your progress in the voting process. When the bar reads 100% Complete you have completed rating alternatives1

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Rate Alternatives – Results Icon

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The RESULTS icon can be accessed at any time to show your progress and the Priority GraphThe RESULTS icon can be accessed at any time to show your progress and the Priority Graph1

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Rate Alternatives Results - Priority Graph

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Clicking the alternative name (e.g. Project 2) will navigate to the first rating for that alternative

Clicking the alternative name (e.g. Project 2) will navigate to the first rating for that alternative

1Clicking the bar segment (e.g. Likelihood of Success) will navigate to the alternative’s rating for that criterion

Clicking the bar segment (e.g. Likelihood of Success) will navigate to the alternative’s rating for that criterion

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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.

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Ratings Assignments – Criteria Ratings

By default, all participants are assigned all criteria ratings

To assign a participant specific criteria ratings, click the “Criteria” link in the dropdown

To assign a participant specific criteria ratings, click the “Criteria” link in the dropdown

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Selected criteria to rate appear in blueSelected criteria to rate appear in blue2

Number of criteria to rate will be displayed in the orange “ASSIGN” button

Number of criteria to rate will be displayed in the orange “ASSIGN” button

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Ratings Assignments – Criteria Ratings cont.

Two ways to assign criteria

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Click “Select All” box to deselect all criteria ratings. Click “Select All” box to deselect all criteria ratings. 1

Select criteria for participant to rate one by one.Select criteria for participant to rate one by one.2

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.

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Ratings Assignments – Alternative Ratings

By default, all participants are assigned all criteria ratings

To assign a participant specific criteria ratings, click the “Alternatives” link in the dropdown

To assign a participant specific criteria ratings, click the “Alternatives” link in the dropdown

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Selected criteria to rate appear with a blue checkSelected criteria to rate appear with a blue check2

Number of Alternatives to rate will be displayed in the orange “ASSIGN” button

Number of Alternatives to rate will be displayed in the orange “ASSIGN” button

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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

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Two ways to assign a participant specific alternative ratings:

Deselect unwanted alternative ratings one by oneDeselect unwanted alternative ratings one by one2

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

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Ratings Assignments – Alternative Ratings Tips

Click arrow to collapse or expand Alternative GroupsClick arrow to collapse or expand Alternative Groups1

Click in title bar of alternative category to display alternatives within

Click in title bar of alternative category to display alternatives within

2 Select all box in each alternative categorySelect all box in each alternative category3

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Ratings Assignments – Participant AYC View

Tile Navigation will contain only alternatives and criteria that have been assigned Tile Navigation will contain only alternatives and criteria that have been assigned 1

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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

Note: View of rating progress column sorted in ascending order

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8. REPORTING

Reports: Excel Export and Snapshot Tools

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The Excel report will then download and you can click OK to open the reportThe Excel report will then download and you can click OK to open the report2To export information to Excel, click from

within the different tabs in the solutionTo export information to Excel, click from within the different tabs in the solution1

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Additional Assistance

For support with respect to bugs or account issues, please contact us directly

Email: support@decisionlens.com

Online help: http://support.decisionlens.com/ and http://dlu.decisionlens.com/

Call: 703-399-2100 and press option 3 between 8:30am and 5:00pm (Eastern). Please leave a message.

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