Here, you'll find all the resources and guides you need to effectively use our system.
Training Topics
1. My Space Area
Overview: Learn how to navigate and utilize the My Space area in Untap.
Topics Covered:
- Navigating My Space
- Understanding the dashboard
- Updating KPIs, Initiatives and Actions from My Space
- Guide: My Space
2. KPI Configuration
Overview and Detailed Configuration: Understand how to manage and update KPIs from the KPI List view, including creating new KPIs, adding targets, updating actuals, and exploring optional configurations.
Topics Covered:
- Navigating the KPI List
- Viewing KPI details
- Creating New KPIs
- Defining KPI parameters
- Assigning owners and deputies
- Adding and Managing KPI Targets
- Setting initial target values
- Adjusting targets
- Adding Actuals to KPIs
- Accessing KPI actuals
- Updating actual values
- Reviewing performance against Targets
- Optional Configuration
- Data source configuration
- Setting exit target values
- Utilizing the KPI library
- Guide: KPI Configuration Overview
3. Untap Excel Add-In
Overview and Installation: Learn how to install and use the Untap Excel Add-In to update KPI values efficiently.
Topics Covered:
- Installation process
- Connecting to your account
- Updating KPI values from Excel
- Best practices for data management
- Guide: Installing Untap Link