Populate the Compass

1. Introduction

Follow the instructions to populate the compass.

Introduction

2. Click "Add Element"

On the Strategy application, select the Add Element button in the upper right corner of Section 1.

Click 'Add Element'

3. Add Element

Collaborate with your team to populate your plan's elements.

Add Element

4. Name

Enter your own or select the Suggestions button to see a drop-down menu of common elements. Select Save to update the plan.

Name

5. Name

Once an element is selected from the list, additional guidance will be made available.

Name

6. Learn More

Selecting Learn More will show an article with more detailed information about the element.

Learn More

7. Additional Information:

Additional Information: Edit your plan's elements by selecting the Edit Element button.

Additional Information:

8. Delete or clone (copy) an element

Delete or clone (copy) an element from the Strategy App main page.

Delete or clone (copy) an element

9. Re-arrange

Re-arrange the order of the elements using the up-down arrow button.

This guide covered the process of populating the Compass in Causey by adding elements, editing details, and managing key metrics efficiently. By following the engaging instructions, you can streamline your employee training tasks effectively.