These four sessions of the Configurators Overview course were presented in May 2025. The sessions cover an overview of the Modeller and Admin sections, managing users, teams, and permissions, and managing Work Types.

Use the Table of Contents to jump to the recording you want to review. To make it easier to jump to the chapter you want to review, open the recording on YouTube using the Watch on YouTube link in each video. You can drag the time slider on a recording here to achieve the same result.

Session 1: Modeller Overview

In this training, Modeller Overview, presented on May 7, 2025, James covers key concepts of the ShareDo Modeller, including overviews of Modeller elements, Work Types, Phase Models, Key Dates, and Aspects.

PowerPoint deck for the Modeller Overview

Chapters

00:00 Introduction and Agenda
02:21 Modeller, what is it?
03:18 Work Types, what are they?
08:10 Recap
08:50 How Work Types appear to End-Users in ShareDo
16:00 Introduction to the Modeller and using it to:
        - Configuring inheritance / hierarchy
        - Creating a Work Type with inheritance
        - Demo: Configuring a Staircasing Work Type
34:15 Phase Model/Plans, what are they?
37:50 Phase Plans: Let's take a look
        - Create a Phase and attach it to a model
46:57 Service Portfolio Modeller / Onboarding: Create a Matter based on the new Work Type
53:21 Quick review
56:11 Key Dates Overview
59:45 Key Dates Demo
01:18:05 Blades and Aspects - Configuration 
       - Key Facts
        - Aspects
        - Business Rules
        - Nav Bars
01:41:30 Next Session: Admin
End

Session 2: Admin Overview

This is the second in a series of four Modeller overview training courses and covers an introduction to the Admin section of ShareDo. James presented this training on May 14, 2025, and it introduced an overview of the Admin elements, diagnostics, Channels, Data Uploads and Integrations, Global Features, and the System Configuration menu.

PowerPoint deck for the Admin Overview

Chapters

00:00 Introduction and Training Objectives
02:54 Admin: What is it?
03:50 Let's take a look at Admin
06:15 Admin Dashboard
09:05 Diagnostics
10:00 Diagnostics: Search Indexes
24:40 Diagnostics: Execution Engine
34:00 Diagnostics: Config Diagnostics
37:35 Channels and Inbound Emails
56:10 Data
56:37 Data: Option Sets
56:54 Data: Data Table Upload
01:00:06 Integration: Identity Server and Link Services
01:03:52 Global Features
01:08:11 Global Features: Execution Engine Developer Mode
01:09:08 Global Features: ShareDo Instance Nuke Tool
01:11:10 Global Features: Case: Bookmarks
01:13:44 Global Features: Case: Chronology
01:21:55 Global Features: System: Rich Text Editor
01:25:56 System Config: System Settings (Repositories)
01:32:04 System Config: Maintenance Plans
01:33:27 Next sessions

Session 3: Users, Teams, and Permissions

In this, the third in the Modeller Overview series recorded on May 21, 2025, Alex walks us through users, teams, and permissions in ShareDo.

PowerPoint deck for Users, Teams, and Permissions

Chapters

00:00 Introduction
01:36 Knowledge Base
03:00 Internal Users Objectives
03:57 Internal Users: What are they?
      - Authentication
       - Authorisation
       - Personas
       - Recap
08:23 Users: Let's take a look
11:57 Admin
13:20 User Management
23:05 Personas
27:58 Teams Objectives
28:30 Teams: What are they?
29:14 Team Types
      - Recap
31:07 Teams: Let's take a look
        
        Technical issue for a couple of minutes where the system couldn't be accessed.
        
33:13 Permissions overview
     - Global Permissions
     - Permission Sets
     - Role Permissions
     
        System back

40:37 Teams demo
49:29 Permissions demo
54:37 Role Permissions
01:01:36 Next Session

Session 4: Managing Work Types

In this fourth and final configurators training session, recorded on 28th May 2025, Alex provides a more detailed overview of managing Work Types in ShareDo. He covers Phase Plans and Guards, Key Dates, and Aspects and Blades.

PowerPoint deck for managing Work Types

Chapters

 00:00 Introduction and Agenda
00:47 Phase Plan Objectives
02:19 Phase Plans, what are they?
03:45 What is a Phase?
05:24 Phase Transitions
08:25 Phase Features
10:12 Inheritance
10:56 Phase Plans, let's take a look
18:30 Phase Guards
19:18 Phase Plans: Map the Work Type Journey, Visualisation of Progress, and Phase Guards
23:33 Creating a Phase Plan: How to do it.
43:15 Key Dates
46:44 Key Dates: Let's have a look
56:43 Aspects and Blades
01:01:32 Blades: Where are they used?
01:03:35 Blades and Aspects demo
End