PDA Workspace. (powered by Kavi ) An Introduction to PDA s Online Task Force/Technical Report Team Management and Collaboration Platform

Transcription

1 PDA Workspace (powered by Kavi ) An Introduction to PDA s Online Task Force/Technical Report Team Management and Collaboration Platform

2 Table Topic Slide # Overview 3-4 Accessing the site 5-11 Landing page and Account info Your workspace Groups overview Document Management 19 Retrieving Documents Uploading Documents Commenting Group calendar Balloting

3 PDA Workspace (Powered by Kavi ) Platform used by ~100 SDOs PDA Workspace Provides Organization of all your committees, events, documents, activities, s in one place Automated s with integrated download links Online balloting and commenting ical/outlook Calendar/Google Calendar compatible meetings/events Automated reminders of ballots/meetings/assignments 3

4 Finding your group 1. Click the Groups tab on the left 2. Expand the Advisory Board Group to find your group 3. Click on your group s entry 4

5 Click the Join group link under the Roster group Getting access to your group s workspace 5

6 Finalizing access request 1. Scroll through the user agreement until you reach the submission fields 2. Select Member 3. Click Yes regarding the terms 4. Click Submit Request 6

7 Accessing PDA Workspace from 7

8 Logging in. Login using your specific PDA Workspace ID and Password Not the same login as for PDA Membership site 8

9 Then fill in your login information (and don t forget to click the remember me box!) 9

10 No PDA Workspace Login? Contact your team leader or PDA project manager to gain access. 10

11 Forgot your PDA Login? 11

12 Your PDA Workspace Landing Page 12

13 To change your User ID or Password 13

14 Accessing Your Materials from the Landing Page Groups Documents Calendar archives Comments Action items Ballots 14

15 Click on My Groups 15

16 Select the group you wish to navigate to: 16

17 Group Landing Page 17

18 including a summary of group s, activities, documents and events. 18

19 Document Management Click here 19

20 Retrieving documents: Option 1 - Multiple Files 1. Click the box(es) beside the document(s) to download 2. Choose Download from the Bulk Actions drop-down menu 3. Click Apply Action 20

21 Retrieving documents: Option 2 - Single File 1. Click the name of the individual file you want 2. Save to your computer 21

22 Retrieving Documents from When a document is posted at an PDA Workspace, an will normally be sent to the group members containing a link to the document. Click on the link to download the document. 22

23 Uploading New Documents: Option 1: Detailed Upload Click here 23

24 Detailed Upload: Part 1 Add info here about the file contents or recent updates/ comments Select the folder you wish to place the document in 24

25 Detailed Upload: Part 2 Enter extra message here to the rest of your team. Will not be saved as a document detail. Check or un-check this box to send an automated to the members of the group which tells them the info in the Details box as well as a link to download the file and the message you enter in the Submitter Note Click here when done 25

26 Uploading New Documents: Option 2: Quick Add Click here 26

27 Quick Add Choose the file to upload Select the folder you wish to place the document in Click here when done Note: An will automatically be sent to the members of the group. There is no way to disable this function when using Quick Add. 27

28 Uploading Document Revisions Click here Select this 28

29 Uploading Document Revisions: 1 Choose the revised file/document Add info here about recent updates/ comments for this version Folder remains the same 29

30 Uploading Document Revisions: 2 Choose to notify the group of the uploaded revision (or not) Add extra message to the team here about recent updates/ comments for this version Add revision 30

31 How to Make a New Comment Choose Add a comment 31

32 How to Make a New Comment Write your comment here Must include at least one of these identifiers 32

33 How to Make a New Comment Add proposed solution (if applicable) Complete the comment process 33

34 How to Reply to an Existing Comment Select Comments Select the document you wish to find comments for Select the comment you wish to reply to 34

35 How to Reply to an Existing Comment Write your comment here Complete the comment process 35

36 Group Calendar Click the Calendar tab Click on a calendar event 36

37 Add a Calendar Event 1 Click here 37

38 Add a Calendar Event 2 38

39 Add a Calendar Event 3 Add any text you would like here 39

40 Add a Calendar Event 4 Add any text you would like here Add an attachment Complete Send a message in the 40

41 Event Detail View Normally, call-in/ online presentation information or directions to the venue 41

42 click on download To download an event to your personal calendar..then open or save the event to your calendar. 42

43 Keep track of your group calendar 1 Click subscribe to icalendar 43

44 Keep track of your group calendar 2 Accept the calendar addition 44

45 Keep track of your group calendar 3 The workspace calendar is now in your calendar client. 45

46 Online balloting PDA Workspace includes an online balloting function. Balloting can be simple questions, polls or formal document balloting (with commenting). Ballots are announced via with votes and comments entered (and tracked) online. 46

47 Casting a ballot Navigate to the ballot through the appropriate group or via the link 47

48 Casting a ballot Select your vote option Upload the comment matrix Enter some comments here, if needed Cast your vote Document for review 48

49 Thank you.. If you have questions or want more information contact PDA Workspace Help: 49