Simon Hook presented these four training sessions for ShareDo configurators in May 2024. The sessions cover an overview of the Modeller and Admin sections, managing users, teams, and permissions, and managing Work Types.

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Modeller Overview

In this training, Overview of the Modeller, presented on May 5, 2024, Simon covers key concepts of the ShareDo Modeller, including overviews of Modeller elements, Work Types, Phase Plans, Participants and the ODS, and Events.

Chapters

00:00 Introduction
02:10 Objectives
02:51 Modeller: What is it?
05:20 Modeller: Let's take a look.
07:10 Work Type: What is it? (key concept for today)
10:24 Work Type Definitions
12:38 Work Type Hierarchy
14:37 Work Type: Let's take a look.
18:30 Create a Work Type
21:05 Phase Plans Key Concepts
23:11 Phase Plan Definitions
27:52 Phase Plans: Let's take a look
33:06 Participants and ODS Key Concepts
35:01 What are Participants?
36:16 What is the ODS?
37:41 Participants: Let's take a look, starting with Rolesarticipant Types
47:41 Blades and Portals (User Interface) Key Concepts
48:45 Blades
50:52 Portals
52:01 Blades and Portals: Let's take a look.
55:18 Portals and Widgets: configurator view vs user view
01:03:56 Matching Rules Key Concepts
01:09:53 Matching Rules and Aspects: Let's take a look.
01:11:35 Matching Rules in Workflows
01:13:35 Data Quality Rules, Allocation Rules And Approvals 
01:17:21 Recap Next Sessions

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. Simon presented this training on May 15, 2024, and it introduced diagnostics, global features, the ODS, users, teams, participants, and channels.

Chapters

00:00 Introduction.
00:59 Objectives for today.
04:52 Admin: What is it?
06:56 Admin: Let's take a look.
09:08 Diagnostics: What are they? Key concepts.
11:27 Diagnostics: Let's take a look.
19:44 Global Features: What are they?
20:55 Global Features: Key concepts.
22:57 Some useful Global Features 
22:39 Global Features: Let's take a look.
37:52 ODS: What is it?
38:14 ODS: Key concepts.
41:32 ODS: Definitions
42:17 ODS: Let's take a look.
44:31 Users, Teams, and Permissions: What are they?
44:54 Users, Teams, and Permissions: Key concepts.
47:02 Users
49:12 Teams
51:09 Permissions
54:19 Users, Teams, and Permissions: Let's take a look.
01:02:36 Channels: What are they and key concepts.
01:03:14 Channels: Let's take a look.
01:06:36 Summary.
01:07:08 Next sessions / questions.

Users, Teams, and Permissions

In this, the third in the Modeller Overview series recorded on May 22, 2024, Simon walks us through users, teams, and permissions in ShareDo. 

Chapters

00:00 Introduction
00:49 Internal Users: Objectives
03:20 Internal Users: What are they?
04:31 User Authentication
06:08 User Authorisation
08:45 Persona
10:57 Internal Users: Recap
11:48 Users: Let's have a look
25:42 Teams: Objectives
26:56 Teams: What are they?
28:17 Team Types
34:56 Team concepts recap
32:43 Teams: Let's take a look
37:45 Manage team members
44:13 Workload views
44:46 Permissions: Objectives
45:42 Permissions: What are they?
46:02 Global permissions
47:42 Permission sets
49:47 ShareDo Role Permissions
52:24 Permissions: Let's take a look
52:44 All permissions (global permissions)
55:20 Permission sets
01:00:31 Work type (sharedo) permissions and participant roles
01:16:46 Next session: Managing work types
01:17:22 Questions

Managing Work Types

In this fourth and final configurators training session, recorded on 29th May 2024, Simon provides a more detailed overview of managing Work Types in ShareDo. He covers Phase Plans and Guards, Key Dates, and Aspects and Blades. 

Chapters

00:00 Introduction: Managing Work Types In Sharedo.
02:09 Phase Plan Objectives.
04:02 What Are Phase Plans?
05:04 Phases.
06:38 Phase Transitions.
13:04 Phase Features.
05:11 Inheritance.
17:18 Phase Plans: Let's Take A Look.
18:00 Phase Model
20:10 Phase Guards On Inherited Plans.
20:56 Change Phases On Existing Plans.
23:00 Create A New Phase Plan.
23:45 Editing Phase Details.
24:36 Editing Phase Behaviour.
26:23 Editing Phase Lifecycle (Matter Plan Widget).
28:30 Manage Phase Features.
29:14 Phase Transitions.
32:45 Phase Transitions Behaviour And Option Sets.
33:57 Phase Guards.
35:49 Phase Plans: How Are They Used?
35:52 Map Work Type Journey.
36:51 Visualisation Of Progress.
38:05 Using Phase Guards.
39:08 Creating A Phase Plan How Do You Do It?
39:50 Creating A Phase Plan Let's Take A Look / Note On "Apply Process Layout".
41:21 Key Date Objectives.
41:38 What Is A Key Date?
41:56 Key Date Examples.
42:36 Key Date Category.
42:51 Key Date Category Examples.
43:17 Key Dates - What The Users Will See.
45:01 Key Dates - Workflows.
46:15 Key Dates Let's Have A Look (Adding And Using Key Date Work Types).
47:21 Key Dates: Association Details.
56:10 Key Dates: Validation.
57:05 Key Dates: Defaults.
57:23 Key Dates: Participant Role.
57:46 Key Dates: Phase Plan Links And Reminders.
59:20 Look At The Workflow Examples.
01:01:30 Aspects Objectives.
01:02:20 Blades.4:20 Aspects Editor.
01:05:32 Form Builder Vs Aspects.
01:07:34 Ods Types.
01:08:35 Blades, Where Are They Used?
01:08:42 Blades For A Work Type.
01:09:59 Aspects On A Participant.
01:10:47 Aspects On An Ods Type.
01:11:54 Blades And Aspects - Let's Have A Look.
01:20:50 Nav Bars.
01:23:33 Display Rules / Matching Rules.
01:25:59 Custom Data Capture On Participants (Configuring Their Aspects).
01:30:47 Questions: Custom Regional Person Aspects