Business Cases

*cracks knuckles* Let's get down to business.

On this Page

• Introduction to Business Cases
• Renaming a Business Case
• Star Rating
• Favorites
• Sharing
• Action Menu
  • Owner
  • Reviewer 
  • Process Manager
• Settings
  • Edit Card Content
  • Manage Access
  • Properties
  • Delete

• Record Stage
• Versioning
• Saving
• Authoring and Editing

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Introduction to Business Cases

This capability empowers users to efficiently create, analyse, and manage business cases, providing a comprehensive toolset for decision-makers to streamline their processes.

 

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Renaming a Business Case

Steps:

1. Click the Business Case name.
2. Edit the Business Case name.
3. Select elsewhere on the page to deselect the Business Case name.

 

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Star Rating ⭐

You can rate all Business Cases from 1 Star to 5 Star.

To give a Business Case a star rating, simply click how many stars you would like to give it within the record header.

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Favorites ❤️

To favorite a Business Case simply click the  favorite icon next to the star rating at the top of the page.

Filled Heart    = Favorited

Outline Heart  = Not Favorited

 

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Sharing

Steps:

1. From a Business Case page.
2. Click the share icon .
3. Select with method you wish to share by. You can either copy the shortlink and share through a channel of your choice, or share directly via your email client.

 

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Action Menu

Stage Review

It is used to move a Business Case from one stage to another. There are three different roles that are involved here, Owner, Stage Reviewer, Process Manager.

 

Owner

An owner has the responsibility of submitting a record to the Process Manager(s) for review and stage approval.

To submit a stage approval:

1. Select Action Menu and Stage Approval.

2. Click Submit.

 

Stage Reviewer

A stage reviewer is established within the workflow review stage and has the responsibility of submitting a review when the Business Case is within a review stage.

To review a stage:

1. Select Action Menu and Stage Review.

2. Review the stage and check each task that has been completed.

3. (Optional) Leave a comment.

4. When all tasks are completed you can submit your review by clicking Approve or Reject.

 

Process Manager

A Process Manager is responsible for approving or rejecting a stage review submission.

They also have the ability to manually change the stage if 'Allow Manual Stage Changes' is checked within workflow.

Process Managers also have the ability to override a review stage even if the required number of reviews have been met.

To approve a submission:

1. Select Action Menu and Stage Review.

2. Under Tab 'Submit Review'.

3. Click Approve.

To manually change stage:

1. Select Action Menu and Stage Review.

2. Under Tab 'Manual Review'.

3. Select the stage you would like to change to within menu 'change stage to'.

4. Click Update.

To override a review stage:

1. Select Action Menu and Stage Review.

2. Under Tab 'Approval Override'

3. Click Approve.

 

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Settings Menu

This is accessible by clicking on the settings icon within the Business Case header. Each option is outlined below:

Edit Card Content

Here you can edit the default information (Description and Image) displayed within the Business Case card.

You are not able to edit what is displayed within the dropdown area. This is configured by an admin here.  

Manage Access

Here you can configure who can access the Business Case and what access they have:

• Process Managers
  Defined at template level. Process Managers act as Business Case admin and will have edit access as well as admin access.
• Owners
  Defaults to the Business Case creator. Owners are displayed on the Business Case card.
• Editors
  Has edit access on the Business Case. 
• Readers
  Has read-only access on the Business Case.
• Reviewers
  Reviews the current stage according to the criteria set by the admin. Can submit a review of the Business Case.

Notifications

Coming soon.

Properties

Here you can view details related the Business Case:

• Project Start Date (can be automatically rolled-up up from a selected schedule table)
• Project End Date (can be automatically rolled-up up from a selected schedule table)
• Percent Complete (can be automatically rolled-up up from a selected schedule table) 
• ID
• Created By
• Created Date
• Modified Date
• Form Name
• Workflow Name
• Template Name
• State
• Read-Only

Delete

To delete the Business Case, click the delete button within the settings menu.

 

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Business Case Stage

The current stage is displayed within the Business Case Header as a chip to the right of the settings icon . Stages are defined by an admin.

 

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Versioning

edison365 allows you to take snapshots of the page via versioning. This will take a snapshot of the Business Case in its current state. Versions created are not editable.

Creating a Version

1. Click on the Version Chip in the Business Case header or Versioning within the Action Menu.
2. From the Versioning flyout:
   1. Click Create New Version.
   2. Flyout updates to Create Version
      1. Edit name (Automatically named incrementally)
      2. Input a description (Optional)
      3. Click save
3. New version present in the versions table.

Viewing a Version

1. Click on the Version Chip in the Business Case header or Versioning within the Action Menu.
2. From the Versioning flyout:
   
   1. Click the view icon in the view column of the version you would like to see.
3. Flyout closes and the selected view is seen.
4. Repeat Steps 1-3 to change version.

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Saving

edison365 autosaves your Business Case as you edit.

To understand further how the autosave works, you can see the stages of each save below. These are visible within the record header.

     Waiting to save (in edit)

     Saving

     Saved

 

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Authoring and Editing

edison365 currently supports one editor at a time. It operates a first-come-first-edit system.

To understand how this works, who has edit access, who will get edit access next and some of the logistics behind it see below.

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Other Links

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