Necto TrainingModule 10: Comments, Discussions and Social Networking

Objectives

By the end of this lesson you will be able to: Build a social network in Necto View and add comments Initiate and participate in discussions Define your friends Subscribe to other users’ work

Agenda

Social Network Overview Comments Discussions The Social Ribbon Friends Subscriptions

Social Network Objectives

Add a layer of personal knowledge and collaborative analysis to the database

Enable users to learn from each other Examples:

Sales dropped because of natural disaster Special Sale increased revenue

Necto Database

Personal Knowledge

Case Study

Laura Brady,Category Marketing Manager for the Clothing segment.

I need to understand the sales figures from the previous quarter. Maybe Laura, from Marketing, has additional knowledge…

David Smith,Sales Manager,Clothing Dept.

Comments

What are Comments

Free text Associated with a workboard, component or grid cell Added by authorized users For all to see Only one comment per cell, but others can add to the comment

Viewing Existing Comments

Indication that there is a comment

Click to view all comment

Move mouse over red triangle to view / edit comment

Switch to Private Comments(hide from all)

Adding Comments

Click and drag to cell to add comments

Editing and Saving Comments

Comments do NOT need to be saved!

Editing options

Write text here

To add and adjust comments you do not all ways need write permissions, but this maybe configured by your Admin

Exercise 1– Working with Comments

Locate comments on workboard Change comment display mode Add a comment

Remember to save your work!

Discussions

What are Discussions

Related to specific:PeopleWorkboardCell in workboard

Edit name of discussion

The people that participate in the discussion

Click to edit or delete

Creating a New Discussion – by Dragging

Drag a user to a cell to create a discussion

Discussion is created.User is a member.Cell value is copied to thread.

Creating a New Discussion – Clicking Create New DiscussionClick to create new discussionEdit discussion name

Write your input

Align Right

Align Left

Filter by Period

Adding Members to a Discussion

Drag users to add to discussion

Click arrow to see more participants

All members will get notification of additions to the discussion

Actions on Discussion Members

Click name to view picture and perform actions

Start a new discussionOpen user’s shared workboards

Remove from discussion. Available only to discussion creator

Discussion IndicationNumber of new discussions or new content.

Preview of user’s discussions.

Exercise 2 – Discussions

View indication of a discussion addressed to you

Participate in an existing discussion Examine different methods of starting a

discussion

The Social Ribbon

The Social Ribbon Displays users that have viewed this workboard Appear in the following order:

Subscribed users Workboard creator Uses that have saved the workboard Users that have viewed the workboard

Social Ribbon States

Click to view only your friends

Subscription indication

Users that have viewed this workboard

Actions on Users

Click user to perform actions

Open / close user’s shared Workboard

Remove friend

Remove / add subscription

Start discussion

Additional Method for Defining Friends

1. Click on your name to edit properties

2. Go to Friends tab

4. Select a name to add it to friends

5. Click OK or Apply to save your changes

3. Click on + to add new friend

Managing Subscriptions

What are Subscriptions?

Select timeframe

Select user

Workbook changes made by users that you are subscribed to

Subscribing to Users – From Social Ribbon

Subscription indication

Add / remove subscription

Subscribing to a User’s Activity – From Properties1. Click on your name to edit properties

2. Go to Subscribed Users tab

4. Drag a name to add it to subscribed users

4. Click OK or Apply to save your changes

3. Click on + to add new subscription

Editing Your Properties

Editing Your Properties

Click on your name to edit properties

Click to upload your picture

Starting a Private Session

I don’t want other users to follow my work. What can I do?

Click to start a private session, hiding your actions from other users.

Private Session Indicator

Indication that you are currently in private session

Exercise 3 – The Social Ribbon, Managing Friends and Subscriptions

Manage friends Manage subscriptions Use the social ribbon

Additional Exercises

Add Comments Manage your Friends and subscriptions Create and Participate in Discussions Accessing discussions and subscriptions on

the Necto home page

Summary

In this lesson you have learned to: View and add comments Initiate and participate in discussions Define your friends Subscribe to other user’s work

Thank youAny Questions?